THE NATIONAL FOUNDATION FOR EDUCATIONAL RESEARCH IN ENGLAND AND WALES

Charity number: 313392
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Foundation conducts research in all or any matters affecting education, widely disseminates the results of and related services educational research and collects and exchanges educational ideas, especially related to research.

Income and expenditure

Data for financial year ending 31 March 2023

Total income:
£21,396,000

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Donations and legacies £0
Charitable activities £20.94m
Other trading activities £0
Investments £448.00k
Other £7.00k

Total expenditure:
£24,932,000

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Raising funds £0
Charitable activities £24.24m
Other £692.00k

-£1,398,000 investments gains (losses)

Total income includes £9,743,000 from 15 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £692.00k
Charitable expenditure £24.24m

People

595 Employee(s)

12 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 17
£70k to £80k 7
£80k to £90k 10
£90k to £100k 2
£100k to £110k 3
£110k to £120k 3
£120k to £130k 1
£150k to £200k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • Hong Kong
  • Kenya
  • Mozambique
  • Netherlands
  • Northern Ireland
  • Scotland
  • United States

Governance

Registration history:
  • 03 November 1965: Standard registration
  • 30 July 2012: Funds received from 1113051 FUTURELAB EDUCATION
Organisation type:
Charitable company
Other names:
  • N F E R (Working name)
  • NATIONAL FOUNDATION FOR EDUCATIONAL RESEARCH (Working name)
Company number:
00900899 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LORNA COCKING BA DL Chair 08 July 2015
None on record
Karen Linda Kroger Trustee 06 March 2023
None on record
Donya Rose Trustee 05 January 2023
None on record
Paul James Trustee 24 June 2022
None on record
Fiona Capstick Trustee 13 August 2018
None on record
DAVID MADOC-JONES Trustee 27 July 2018
None on record
Professor Michael Donald Day Trustee 19 March 2018
None on record
Mr Nick Hillman Trustee 15 March 2018
None on record
Conor Ryan Trustee 08 July 2015
None on record
Samuel Macdonald Trustee 08 July 2015
None on record
Melvyn Keen Trustee 08 July 2015
GSM EDUCATIONAL TRUST
Charity is insolvent
THE BELL SURGERY CHARITABLE TRUST
Recently registered
CUREUSHER
Received: On time
NEIL HOLLISTER Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £20.36m £18.79m £15.77m £19.51m £21.40m
Total expenditure £18.88m £18.39m £18.61m £21.36m £24.93m
Income from government contracts £10.71m £8.99m £7.39m £5.35m £9.74m
Income from government grants N/A N/A £696.00k £17.00k N/A
Income - Donations and legacies £0 £0 £696.00k £17.00k £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £19.74m £18.15m £14.57m £19.01m £20.94m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £621.00k £633.00k £498.00k £473.00k £448.00k
Income - Other £6.00k £6.00k £6.00k £7.00k £7.00k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £18.14m £18.39m £17.95m £20.67m £24.24m
Expenditure - Raising funds £74.00k £0 £0 £0 £0
Expenditure - Governance £86.00k £0 £142.00k £171.00k £186.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £74.00k £0 £0 £0 £0
Expenditure - Other £667.00k £0 £655.00k £696.00k £692.00k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Own use assets £5.91m £5.95m £5.80m £5.58m £5.34m
Long-term investments £21.84m £19.89m £23.57m £24.73m £19.87m
Other assets £10.81m £11.48m £9.05m £8.75m £8.28m
Defined benefit pension scheme asset or liability -£20.81m -£18.29m -£23.77m -£19.46m -£3.29m
Total liabilities £5.09m £5.23m £5.40m £6.59m £5.90m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2023 21 December 2023 On Time
Accounts and TAR 31 March 2023 21 December 2023 On Time Download Open in new window
Annual return 31 March 2022 16 December 2022 On Time
Accounts and TAR 31 March 2022 16 December 2022 On Time Download Open in new window
Annual return 31 March 2021 24 December 2021 On Time
Accounts and TAR 31 March 2021 24 December 2021 On Time Download Open in new window
Annual return 31 March 2020 02 December 2020 On Time
Accounts and TAR 31 March 2020 14 December 2020 On Time Download Open in new window
Annual return 31 March 2019 03 December 2019 On Time
Accounts and TAR 31 March 2019 03 December 2019 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 15/03/1967 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/11/1967 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/11/1968 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/12/1969 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/12/1971 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/12/1974 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/12/1976 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/12/1977 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25/10/1978 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/12/1984 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/12/1985 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/12/1987 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/12/1989 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/12/1991 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/12/1992 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/12/1993 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/12/1994 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/12/1995 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/12/1996 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/11/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/10/1998 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13/10/1999 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/10/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25/10/2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15/10/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/12/2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/09/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/12/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/12/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28 NOV 2017 as amended on 28 Nov 2019

Charitable objects

TO CONDUCT RESEARCH IN MATTERS AFFECTING EDUCATION AND TO LIAISE ADVISE AND DISSEMINATE INFORMATION THEREON

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
NATIONAL FOUNDATION FOR EDUCATIONAL
THE MERE
UPTON PARK
SLOUGH
SL1 2DQ
Phone:
01753637168
Email:
enquiries@nfer.ac.uk
Website:

http://www.nfer.ac.uk Open in new window