Finance Score: 3

Governance Score: 6

Support Score: 4

Good reserves management: +3

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +4

Overall GiG Score: 13

INSTITUTE OF BUSINESS ETHICS

The IBE advises organisations on how to strengthen their ethical culture by sharing knowledge and good practice, resulting in relationships with employees and stakeholders that are based on trust.CEO, Lauren Branston (Bryan)- contact - director@ibe.org.ukHead of Operations, Judi Wright- contact-info@ibe.org.uk

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

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
31/12/23	£891	£810	£81	£111	£570	£554	8.2	11
31/12/22	£829	£721	£107	£84	£489	£480	8	10
31/12/21	£825	£789	£36	£24	£384	£374	5.7	13
31/12/20	£931	£940	£-9	£85	£351	£287	3.7	12
31/12/19	£1,084	£646	£439	£58	£359	£336	6.2	13

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 13.7%
Fundraising Costs/Total Spending: 13.7%
Senior Staff Costs/Total Spending: 38%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 30%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 8.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.1

Asset Split ?

Balance Sheet History

Established: 6 years

www.ibe.org.uk

info@ibe.org.uk

07761 459985

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Australia, Cyprus, France, Luxembourg, New Zealand, South Africa, Switzerland, Throughout England And Wales, United States,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
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.

Specific Donations

Amount	When Months	To be used for
The Joffe Trust - Institute for Business Ethics
£53,750	23/05/2023	Convene taskforce on corruption

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Age Range of Trustees: 40-65

BIREN MISRA Appointed: 2023, Occupation: Management Consultant

FABIOLA WILLIAMS Appointed: 2023, Occupation: Chief People Officer

LOUISE TERRY Appointed: 2019, Occupation: Communications Consultant

LOREE GOURLEY Appointed: 2019, Occupation: Director

MARK DAWSON Appointed: 2023, Occupation: Certified Chartered Accountant

MERIEM SMIDA Appointed: 2023, Occupation: Financial Advisor & Investor

MICHAEL WILLIAM TUFFREY Appointed: 2018, Occupation: Business Consultant

PROFESSOR DAVID GRAYSON CBE (Chair) Appointed: 2019

SARAH MASON Appointed: 2023, Occupation: Accountant

SIWAN KALATZI Appointed: 2023, Occupation: Global Governance Director

TIMOTHY LANGTON Appointed: 2019, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 16/11/2018, number: 1180741
Registered at Companies House on 28/09/2018, number: 11594672

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
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

5 returns made; all on time

Recent reorganisation events:

Asset transfer in from INSTITUTE OF BUSINESS ETHICS on 01/12/2019

Main office

71-75 SHELTON STREET
COVENT GARDEN
LONDON
WC2H 9JQ

Objectives

(1) TO ADVANCE PUBLIC EDUCATION IN BUSINESS ETHICS AND RELATED SUBJECTS WITH PARTICULAR REFERENCE TO THE STUDY AND APPLICATION OF ETHICAL STANDARDS IN THE MANAGEMENT AND CONDUCT OF INDUSTRY AND BUSINESS GENERALLY IN THE UNITED KINGDOM AND ELSEWHERE; AND(2)TO PROVIDE FINANCIAL OR OTHER ASSISTANCE TO SUCH OTHER CHARITABLE BODY OR BODIES AS THE TRUSTEES MAY DECIDE FROM TIME TO TIME

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children