Finance Score: 0

Governance Score: 2

Support Score: 5

No PartB

Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 7

FAMILY BUSINESS RESEARCH FOUNDATION

The Family Business Research Foundation is dedicated to promoting a deeper understanding of family business, which makes a significant contribution to the economy and society. The knowledge fostered through the Foundation helps ensure the continued success and sustainability of the UK family business sector. The Family Business Research Foundation works for public benefit .

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/06/23	*	£179	£146	£33	n/a	n/a	n/a	n/a	n/a
30/06/22		£122	£126	£-4	n/a	n/a	n/a	n/a	n/a
30/06/21		£143	£146	£-3	n/a	n/a	n/a	n/a	n/a
30/06/20		£177	£166	£11	n/a	n/a	n/a	n/a	n/a
30/06/19		£140	£136	£4	n/a	n/a	n/a	n/a	n/a
30/06/18		£127	£171	£-43	£0	£0	£0	n/a	0
30/06/17		£97	£91	£6	£0	£0	£0	n/a	0
30/06/16		£123	£117	£6	£0	£0	£0	n/a	0
30/06/15		£132	£120	£12	£0	£0	£0	n/a	0
30/06/14?	*	£123	£65	£59	£0	£0	£0	n/a	0
31/08/13		£48	£85	£-37	£0	£0	£0	n/a	0
31/08/12		£69	£58	£11	£0	£0	£0	n/a	0
31/08/11		£92	£12	£80	£0	£0	£0	n/a	0

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Senior Staff Costs/Total Spending: 54%
Highest pay band: £60,000-£70,000

Established: 14 years

https://www.fbrf.org.uk

info@fbrf.org.uk

44 (0) 7864650836

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training

GiG Classification

Scientific research and testing services

How it operates

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

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£60,000	26/05/2023 36	IFB Research Foundation - Research Programme 2023-26
Wates Family Enterprise Trust - IFB Research
£18,000	25/04/2023	The IFB Research Foundation (IFBRF) is applying for this grant award to support the Charity to deliver its research and education programme over the next three year (2023-26). The grant award will be ....more The IFB Research Foundation (IFBRF) is applying for this grant award to support the Charity to deliver its research and education programme over the next three year (2023-26). The grant award will be used to fund new research activity and help to fund the Charity's core running costs over this period. The main indirect costs of the Charity over this period include: salary costs to employ two members of staff; professional services (finance, accountancy, legal, research, design, IT); day to day running costs (accommodation, insurance, HR, IT/telecoms, website).
Wates Family Enterprise Trust - IFB Research - Family light touch Award - Mar
£5,000	09/03/2023	To raise further funds for the tax survey
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£30,000	07/05/2020 24	Core Costs
Wates Family Enterprise Trust - IFB RESEARCH FOUNDATION
£15,000	27/11/2019	Support to carry out the following activities over the next 3 years: to develop an annual family business sector report to investigate and assess the impact and contribution of family business on ....more Support to carry out the following activities over the next 3 years: to develop an annual family business sector report to investigate and assess the impact and contribution of family business on the UK economy. To develop and commission new research around the following themes: long-term orientation; next generation engagement in family firms; impact of tax policies on family business; people capital. Activities to promote, facilitate and build capacity for family business research in the UK; for example, by sponsoring research projects, assisting researchers to disseminate their work, and supporting early career researchers. Organising research events to disseminate our work and to bring researchers together from different institutions to network, share their work and to explore opportunities for collaboration. Identify and help to develop the data and research resources (both quantitative and qualitative) available to family business researchers and that underpins research in this field.
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£15,000	31/05/2017 36	Horizon 2020
William Grant Foundation - Research programme
£15,000	01/03/2017 36	Unrestricted funding to support research into UK family business sector over three years.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-61

ADAM EDWARD JACKSON Appointed: 2023, Occupation: Business Adviser

CHARLES EDWARD DYER FIELD Appointed: 2021, Occupation: Company Director

CHLOE BENEST Appointed: 2021, Occupation: Governance

KEVIN JOHN NICHOLSON Appointed: 2022, Occupation: Director

PROFESSOR AJAY BHALLA Appointed: 2018, Occupation: University Professor

SEAN DAVID RAMSDEN Appointed: 2020, Occupation: Company Director

SIR JAMES GARWOOD MICHAEL WATES CBE Appointed: 2021

SIR MICHAEL JAMES BIBBY (Chair) Appointed: 2015, Occupation: Company Director, Other trusteeship: CHARITIES TRUST,

Legal constitution

Charitable company registered in England & Wales on 04/02/2010, number: 1134085
Registered at Companies House on 26/08/2009, number: 07001473

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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 vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

13 returns made; AR23: 22 days late, AR14: 52 days late,

Main office

Share London
The Green House
244-254 Cambridge Heath Road
LONDON

Objectives

HE OBJECTS OF THE CHARITY ARE: THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN BUSINESS AND MANAGEMENT IN PARTICULAR (BUT NOT EXCLUSIVELY) THROUGH RESEARCH INTO MATTERS RELATING TO FAMILY BUSINESSES AND THE PUBLICATION AND DISSEMINATION OF SUCH RESEARCH AND FINDINGS; AND THE PROMOTION OF SUCH PURPOSES FOR PUBLIC BENEFIT AS SHALL BE CHARITABLE IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources