Finance Score: -1

Governance Score: 5

Support Score: 0

Pension deficit: -1

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE LISTER INSTITUTE OF PREVENTIVE MEDICINE

The charitable objectives of the Institute are to further understanding and progress in preventive medicine by promoting biomedical excellence in the UK and the Republic of Ireland through its support of the biological sciences and to ensure long-term public benefit through publication of the knowledge gained and, where appropriate, by encouraging its exploitation.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There is a pension deficit of £142,000

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
31/12/22	£595	£2,490	£-1,895	£0	£43,275	£43,275	208.6	3
31/12/21	£612	£1,974	£-1,362	£0	£47,678	£47,678	289.8	3
31/12/20	£593	£1,389	£-796	£0	£44,794	£44,794	387	3
31/12/19	£846	£1,783	£-937	£0	£43,321	£43,321	291.6	3
31/12/18	£987	£2,230	£-1,243	£0	£40,687	£40,687	218.9	3
31/12/17	£734	£1,520	£-786	£0	£43,481	£43,481	343.3	3
31/12/16	£789	£1,291	£-502	£0	£41,646	£41,646	387.1	2
31/12/15	£739	£1,462	£-723	£31	£38,524	£38,524	316.2	2
31/12/14	£645	£1,214	£-569	£27	£38,338	£38,338	379	2
31/12/13	£499	£1,169	£-670	£0	£0	£0	n/a	0
31/12/12	£343	£902	£-559	£0	£0	£0	n/a	0
31/12/11	£340	£921	£-581	£0	£0	£0	n/a	0
31/12/10	£388	£876	£-488	£0	£0	£0	n/a	0
31/12/09	£410	£851	£-441	£0	£0	£0	n/a	0
31/12/08	£316	£1,012	£-696	£0	£0	£0	n/a	0
31/12/07	£885	£825	£60	£41	£36,834	£36,834	535.8	2
31/12/06	£1,414	£731	£683	£0	£0	£0	n/a	0
31/12/05	£1,302	£801	£501	£0	£0	£0	n/a	0
31/12/04	£1,063	£594	£469	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 208.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 3.3

Asset Split ?

Established: 62 years
(132 years as a company)

http://www.lister-institute.org.uk

secretary@lister-institute.org.uk

0203 5325345

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Scientific research and testing services

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Ireland, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-76

JENNIFER SMITHSON Appointed: 2023, Occupation: Solicitor

PROFESSOR ALEC JOHN JEFFREYS FRS

PROFESSOR JOHN JULIAN BLOW Appointed: 2022, Occupation: University Professor

PROFESSOR PAMELA JEAN SHAW DBE Appointed: 2018

HONORABLE RORY MICHAEL BENJAMIN GUINNESS, Occupation: Market Consultant Researcher

PROFESSOR DOUGLAS HIGGS Appointed: 2012, Occupation: University Professor

PROFESSOR JOHN PETER IREDALE Appointed: 2017, Occupation: Pro Vice Chancellor

PROFESSOR JUDITH PATRICIA ARMITAGE Appointed: 2015, Occupation: University Professor, Other trusteeship: JOHN INNES CENTRE,

PROFESSOR WENDY ANNE BICKMORE Appointed: 2013, Occupation: Scientist

SIR ADRIAN PETER BIRD Appointed: 2015, Occupation: University Professor, Other trusteeship: THE FRANCIS CRICK INSTITUTE LIMITED,

STEPHEN MCMAHON Appointed: 2019, Occupation: Investment Consultant

MURRAY JOHN LEGG Appointed: 2020, Occupation: Chartered Accountant, Other trusteeship: THE DOROTHY WHARTON (MEH) TRUST,

DR REBECCA CLARE FITZGERALD Appointed: 2015, Occupation: Clinician Scientist, Other trusteeships: HEARTBURN CANCER UK, The Faraday Institute for Science and Religion,

MATTHEW DEREK PINTUS Appointed: 2013, Occupation: Solicitor, Other trusteeships: THE JACK LANDER FOUNDATION, OLIVER FORD FOUNDATION,

PROFESSOR ROSALIND LOUISE SMYTH FMEDSCI Appointed: 2022, Occupation: Professor In Child Health, Other trusteeships: THE HEALTH FOUNDATION, MEDICAL RESEARCH FOUNDATION, ACADEMY OF MEDICAL SCIENCES,

Legal constitution

Charitable company registered in England & Wales on 22/09/1962, number: 206271
Registered at Companies House on 25/07/1891, number: 00034479

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; all on time

Main office

PO Box 2502
WATFORD
WD18 1AE

Objectives

TO SUPPORT AND PROMOTE FOR THE PUBLIC BENEFIT SCIENTIFIC RESEARCH INTO AND STUDY OF THE CAUSES, PREVENTION AND TREATMENT OF DISEASE IN MAN AND ANIMALS, THE STUDY OF BIOLOGY IN ANY FORM, OR ANY OTHER SCIENCE IN ITS RELATION TO THE HEALTH OF MAN OR ANIMALS, THE STUDY OF ANY AGENCY OR DISCOVERY AFFECTING OR LIKELY TO AFFECT HUMAN HEALTH, THE STUDY OF THE COMPOSITION, PROPERTIES AND POWERS OF ANY ARTICLE OF FOOD OR DRINK, OR MEDICINE, THE STUDY OF AIR, WATER, ANIMALS, VEGETABLES, MINERALS, CHEMICAL SUBSTANCES AND OTHER ENVIRONMENTAL AGENTS IN THEIR POSSIBLE RELATION TO HUMAN HEALTH;TO PROVIDE FOR THE PUBLIC BENEFIT INSTRUCTION AND EDUCATION IN PREVENTIVE MEDICINE TO HUMAN AND ANIMAL HEALTH PROFESSIONALS, STUDENTS AND OTHERS;

Defined Area of Benefit:

NOT DEFINED

Data Sources