Finance Score: 8
Governance Score: 6
Support Score: 14
  • Good reserves management: +3
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Overall weighted support: +14
Overall GiG Score: 28 ?

EDUCATION POLICY INSTITUTE

The Institute's aim is to promote high quality education outcomes for all children and young people, regardless of social background by employing an impartial and evidence based approach. In addition to its focus on raising standards in education from early years through to higher education and beyond, the EPI's also researches young people's mental health.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently and there are significant future grants due to be received
  • Reserves management has been consistently within official guidelines
  • Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,361£1,414£-53£137£1,303£8196.9210
31/03/22£1,782£1,335£447£129£1,356£4223.8210
31/03/21£1,336£1,378£-42£91£909£7997220
31/03/20£1,611£1,418£192£141£951£7526.4210
31/03/19£1,155£1,223£-68£130£758£6876.7190
31/03/18£1,170£1,090£80£120£827£8038.8160
31/03/17£1,079£954£125£101£747£7479.4140
31/03/16£1,157£566£591£102£621£62113.290
31/03/15£668£642£26£132£30£300.6110
31/03/14£673£641£33£134£5£-2-0110
31/03/13£627£507£120£107£-28£-28-0.780
31/03/12*£538£590£-52£134£-148£-148-370
31/03/11*£530£529£1£96£-96£-96-2.250
31/03/10*£429£580£-151n/an/an/an/an/an/a
31/03/09£478£521£-43n/an/an/an/an/an/a
31/03/08*£475£515£-40n/an/an/an/an/an/a
31/03/07*£528£477£52£101£137£1373.560
31/03/06*£430£326£104n/an/an/an/an/an/a
31/03/05£129£148£-19n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 10.1%
Fundraising Costs/Total Spending: 9.7%
Senior Staff Costs/Total Spending: 33%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 12%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 63%
Reserves/Spending: 6.9 months
Net Current Assets/Spending: 11 months
Quick Ratio: 5.3
Asset Split ?
Balance Sheet History
Established: 21 years

www.epi.org

info@epi.org.uk

02073401165

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Academic support
How it operates
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Nuffield Foundation£1,404,079
Unbound Philanthropy£280,000
The Charity of Sir Richard Whittington£149,718
Prudence Trust£80,000
KPMG Foundation£51,190
Paul Hamlyn Foundation£20,000
Specific Donations
Amount When
Months
To be used for
Nuffield Foundation - Grant to Education Policy Institute
£344,716 30/05/2024
20
Towards Accountability and curriculum international review and CES exemplar
Nuffield Foundation - Grant to Education Policy Institute
£177,647 28/05/2024
16
Towards Beyond teacher assessed grades: Post 16 education choices and COVID-19
Unbound Philanthropy - Grant to Education Policy Institute
£80,000 13/11/2023
24
For core support of a research program on educational outcomes of vulnerable children.
KPMG Foundation - Reducing Food Poverty in the Under 5's
£51,190 04/09/2023
Research project aimed at reducing food poverty in the under 5's, looking at risk factors, policies and priorities. Bringing evidence of effective interventions from across the UK and beyond, to ....more
Nuffield Foundation - Grant to Education Policy Institute
£236,661 01/06/2023
Towards What has ‘Free School Meals’ measured? Implications for research and policy
Prudence Trust - Research - Mapping mental health and wellbeing services
£80,000 09/02/2023
Research project to map non-clinical mental health support services across England, in collaboration with Youth Access.
Nuffield Foundation - Grant to Education Policy Institute
£80,021 01/02/2023
Towards Education Priorities in the next General Election
Paul Hamlyn Foundation - Event series looking at the educational outcomes of migrant pupils
£20,000 24/08/2022
The Education Policy Institute is an independent, evidence-based research institute that aims to promote high quality education outcomes for young people. This grant will fund a summary paper and ....more
Unbound Philanthropy - Grant to Education Policy Institute
£80,000 02/02/2022
For core support of a research program on educational outcomes of vulnerable children
The Charity of Sir Richard Whittington - Grant to The Education Policy Institute
£70,297 02/12/2021
Evaluation partner for the Early Years Special Initiative - Cohorts 2 & 3 (further extension)
Nuffield Foundation - Grant to Education Policy Institute
£85,156 24/06/2021
8
Towards From algorithmic bias to teacher bias? Covid-19 and the disadvantage gap
Unbound Philanthropy - Grant to Education Policy Institute
£40,000 18/02/2021
For research to inform an education recovery and catch up plan in response to the Covid-19 pandemic
The Charity of Sir Richard Whittington - Grant to The Education Policy Institute
£79,421 11/02/2020
36
Evaluation of the Early Years Special Initiative - Cohorts 2 & 3
Unbound Philanthropy - Grant to Education Policy Institute
£80,000 10/02/2020
24
For core support of a research program on educational outcomes of vulnerable children
Nuffield Foundation - Education Grant
£23,745 08/11/2019
Education priorities in a forthcoming general election
Nuffield Foundation - Education Grant
£112,125 08/11/2019
Disadvantage Attainment Gap Measurement in 16-19 education
Nuffield Foundation - Education Grant
£163,066 08/11/2019
Comparisons of cognitive skills and educational attainment across the UK
Nuffield Foundation - Education Grant
£180,942 08/11/2019
Estimating the influence of headteachers on their schools
Nuffield Foundation - Strategic Fund Seedcorn Grant
£4,740 06/11/2019
What do we need to do outside school to improve outcomes and narrow the gap?
The Charity of Sir Richard Whittington - Grant to The Education Policy Institute
£122,600 22/05/2019
48
Evaluation of the Early Years Special Initiative - Cohort 1
Nuffield Foundation - Education grant
£213,475 03/07/2018
An Analysis of the Early Years Workforce and its Impact on Children’s Outcomes
Unbound Philanthropy - Grant to Education Policy Institute
£60,000 15/11/2017
24
For support of research on educational outcomes of vulnerable children 
Nuffield Foundation - Education grant
£47,579 18/10/2017
Epidemiology of Special Educational Needs: Who gets access to support in school, and how does this correspond with access to Child and Adolescent Mental Health Services for relevant groups?
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed

Age Range of Trustees: 38-70
  • ANNE-MARIE CANNING Appointed: 2024, Occupation: Ceo
  • BARONESS SALLY MORGAN Appointed: 2015, Occupation: Peer
  • CHARLES DAVID WILLIAM BRAND Appointed: 2010, Occupation: Television Executive Producer
  • CHRIS HUSBANDS Appointed: 2024, Occupation: N/A
  • DAVID LAWS Appointed: 2015, Occupation: Chair Of Trustees
  • HARDIP BEGOL Appointed: 2024, Occupation: Director
  • KITTY STEWART Appointed: 2017, Occupation: Academic - University Teacher And Researcher
  • TIMOTHY CHARLES LEUNIG Appointed: 2024, Occupation: Professor
Legal constitution
  • Charitable company registered in England & Wales on 19/02/2004, number: 1102186
  • Registered at Companies House on 01/11/2002, number: 04579498
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
19 returns made; AR12: 1 days late, AR11: 2 days late, AR10: 2 days late, AR08: 1 days late, AR07: 0 days late, AR06: 52 days late,
Main office

Education Policy Institute
Lower Ground
150 Buckingham Palace Road
SW1W 9TR

Objectives

THE PURPOSES OF THE CHARITY (THE OBJECTS) ARE:THE NON-PARTISAN ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE ECONOMIC SOCIAL AND POLITICAL SCIENCES AND THEIR EFFECT ON PUBLIC POLICY AND THE POLICY-MAKING PROCESS IN THE UK AND THE PROMOTION AND PUBLICATION OF OBJECTIVE RESEARCH; ANDANY OTHER PURPOSES DEEMED CHARITABLE UNDER THE LAW OF ENGLAND AND WALES.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources

Charity Commission for England and Wales
360 Giving

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