Finance Score: 1

Governance Score: 1

Support Score: 1

Liabilities <10%: +3
Multiple Deficits: -2

Narrow trustee age band: -2
Gender balanced board: +3

Overall weighted support: +1

Overall GiG Score: 3

THE PROFESSIONAL TEACHING INSTITUTE

The advancement of education by the provision of summer schools, courses and other services, facilities and resources to teachers and those involved in teaching.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

On several occasions in recent years income has been less than spending

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
30/09/23	£1,173	£1,465	£-293	£138	£4,181	£858	7	14	1
30/09/22	£1,370	£1,523	£-153	£183	£4,315	£858	6.8	13	1
30/09/21	£1,010	£1,023	£-13	£119	£4,596	£856	10	12	1
30/09/20	£1,211	£1,293	£-82	£179	£2,408	£851	7.9	13	1
30/09/19	£1,295	£1,376	£-81	£134	£2,545	£845	7.4	12	1
30/09/18	£1,243	£1,303	£-60	£163	£2,560	£859	7.9	13	0
30/09/17	£1,209	£1,271	£-62	£143	£2,622	£841	7.9	12	0
30/09/16	£2,188	£1,740	£448	£187	£2,693	£837	5.8	13	0
30/09/15	£2,336	£1,961	£375	£137	£2,203	£824	5	13	0
30/09/14	£2,938	£1,840	£1,098	£166	£1,828	£933	6.1	10	0
30/09/13	£1,756	£1,509	£247	£309	£730	£726	5.8	9	0
30/09/12	£1,106	£1,015	£91	£142	£483	£483	5.7	7	0
30/09/11	£866	£806	£60	£134	£392	£392	5.8	6	0
30/09/10	£656	£591	£65	£84	£332	£332	6.7	4	0
30/09/09	£601	£566	£35	£49	£267	£267	5.6	4	0
30/09/08	£441	£461	£-20	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07	£658	£407	£252	£33	£252	£252	7.4	2	0

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Financial Ratios

Fundraising Costs/Relevant Income: 12.1%
Fundraising Costs/Total Spending: 9.4%
Senior Staff Costs/Total Spending: 21%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 8%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 21%
Reserves/Spending: 7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.1

Asset Split ?

Balance Sheet History

Established: 18 years

https://www.ptieducation.org/

info@ptieducation.org

02031743106

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Colleges and universities

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

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.

Specific Donations

Amount	When Months	To be used for
Wates Family Enterprise Trust - The PTI
£10,000	27/11/2019	To support a three-day Subject Leadership Residential, enabling 120 Heads of Department from state secondary schools to develop a more relevant and inspiring curriculum, share good practice and bring the latest knowledge into the classroom.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-60

BARONESS SALLY MORGAN Appointed: 2020

JULIE ELIZABETH MERCER Appointed: 2019, Occupation: Consultant

JOHN FRASER GREENSHIELDS Appointed: 2020, Occupation: Senior Partner, Corporate Finance

K'THEIL KEITH BRESLAUER (Chair) Appointed: 2016, Occupation: Fund Manager

RICHARD EDWARD SHERIFF Appointed: 2021, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 26/09/2006, number: 1116224
Registered at Companies House on 18/08/2006, number: 05910443

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; all on time

Main office

THE PROFESSIONAL TEACHING INSTITUTE
14-15 Lower Grosvenor Place
London
SW1W 0EX

Objectives

THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC, IN PARTICULAR BY THE PROVISION OF COURSES AND OTHER SERVICES, FACILITIES AND RESOURCES TO TEACHERS AND THOSE INVOLVED IN TEACHING AND BY SUCH OTHER EDUCATIONAL ACTIVITIES, SO FAR AS THEY SHALL BE CHARITABLE, AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE ('THE OBJECTS').

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources

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