Finance Score: -2

Governance Score: 6

Support Score: 5

Deficit latest year: -2

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 9

THE NUFFIELD TRUST FOR RESEARCH AND POLICY STUDIES IN HEALTH SERVICES

The objects of The Nuffield Trust for Research & Policy Studies in Health Services are to promote, carry out or advance any charitable objects, and in particular the prevention or relief of sickness and the advancement of the health of the people of the United Kingdom, specifically through the promotion of improvements in the quality of healthcare and health policy.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 5.5% of total funds
The Board appears to be well diversified in terms of gender 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

Financial issues to consider:

Income was significantly lower than spending in the latest year

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		£3,964	£5,267	£-1,303	£224	£95,959	£0	n/a	49	4
30/09/22		£4,087	£4,908	£-821	£213	£92,853	£0	n/a	46	4
30/09/21		£3,687	£4,566	£-879	£191	£103,501	£0	n/a	48	4
30/09/20		£3,821	£4,428	£-607	£186	£95,174	£45	0.1	47	1
30/09/19	*	£3,720	£4,516	£-796	£182	£93,117	£148	0.4	42	3
30/09/18		£3,852	£4,331	£-479	£187	£89,450	£177	0.5	35	0
30/09/17		£4,034	£4,129	£-95	£76	£85,709	£217	0.6	42	0
30/09/16		£2,922	£4,145	£-1,223	£79	£80,093	£226	0.7	41	0
30/09/15		£3,244	£7,083	£-3,839	£192	£72,046	£952	1.6	40	0
30/09/14		£2,958	£4,036	£-1,078	£186	£75,373	£1,179	3.5	33	0
30/09/13		£3,272	£4,412	£-1,140	£154	£73,500	£311	0.8	33	0
30/09/12		£2,685	£3,796	£-1,111	£139	£67,157	£293	0.9	28	0
30/09/11		£2,982	£4,581	£-1,599	£188	£64,668	£573	1.5	27	0
30/09/10		£2,515	£2,910	£-395	£84	£67,978	£323	1.3	23	0
30/09/09		£3,375	£2,945	£430	£84	£64,922	£0	n/a	14	0
30/09/08		£2,627	£2,094	£533	£498	£62,473	£0	n/a	5	0
30/09/07?		£649	£85	£564	£0	£1,010	£1,010	141.9	0	0
31/03/06	*	£22	£29	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£44	£617	£-574	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£37	£165	£-128	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 34%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 1%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.9

Asset Split ?

Balance Sheet History

Established: 61 years
(81 years as a company)

www.nuffieldtrust.org.uk

info@nuffieldtrust.org.uk

02074620557

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Medical research

How it operates

Makes grants to organisations
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
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
Nuffield Foundation - Grant to Nuffield Trust
£25,000	20/12/2023	Towards Understanding and addressing variation in NHS continuing healthcare
Nuffield Foundation - Grant to Nuffield Trust
£45,310	21/07/2023	Towards Bringing health and care evidence to bear in the General Election
Department for Business, Energy and Industrial Strategy - ALB - UKRI - Care City: Transforming how we find, treat and manage long-term conditions
£313,423	01/04/2018	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projectsref=104654

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees:

DR CRYSTAL ELIZABETH OLDMAN CBE Appointed: 2023

DR NNENNA OSUJI Appointed: 2023, Occupation: Doctor

DR ROBERT EDWARD KLABER Appointed: 2023, Occupation: Doctor

MUHAMMAD IRSHAAD AMHAD Appointed: 2020

PROFESSOR DAVID OLIVER Appointed: 2019, Occupation: Doctor

PROFESSOR GRAHAM PAUL MARTIN PHD Appointed: 2023

PROFESSOR MARTIN NEIL MARSHALL Appointed: 2022, Occupation: Academic Gp

RUPERT HILL Appointed: 2019, Occupation: Investment Banker

SAMIRA BEN OMAR Appointed: 2022

SARAH JANE PICKUP Appointed: 2021, Occupation: Accountant

SONJA MARJANOVIC Appointed: 2021, Occupation: Research Director

TARA DONNELLY Appointed: 2017

Legal constitution

Charitable company registered in England & Wales on 02/03/1964, number: 209169
Registered at Companies House on 30/08/1943, number: 00382452

Gift Aid

NOT 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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 14 days late, AR06: 1 days late, AR05: 1 days late, AR04: 1 days late,

Main office

59
NEW CAVENDISH STREET
LONDON

Objectives

TO PROMOTE, CARRY OUT OR ADVANCE ANY CHARITABLE OBJECTS AND IN PARTICULAR THE PREVENTION OR RELIEF OF SICKNESS AND THE ADVANCEMENT OF HEALTH OF THE PEOPLE OF THE UNITED KINGDOM, IN PARTICULAR THROUGH THE PROMOTION OF IMPROVEMENTS IN THE QUALITY OF HEALTHCARE AND HEALTH POLICY.

Defined Area of Benefit:

NATIONAL

Data Sources

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