Finance Score: -2

Governance Score: 1

Support Score: 0

Multiple Deficits: -2
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

HOUBLON-NORMAN FUND

Houblon-Norman and George fellowships are awarded "to promote research into and disseminate knowledge and understanding of the working, interaction and function of financial business institutions in Great Britain and elsewhere and the economic conditions affecting them". The Fellowship will be tenable at the Bank of England and subject to certain conditions.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/06/23	£53	£64	£-12	n/a	n/a	n/a	n/a	n/a
30/06/22	£50	£102	£-52	n/a	n/a	n/a	n/a	n/a
30/06/21	£49	£60	£-11	n/a	n/a	n/a	n/a	n/a
30/06/20	£53	£80	£-27	n/a	n/a	n/a	n/a	n/a
30/06/19	£65	£49	£16	n/a	n/a	n/a	n/a	n/a
30/06/18	£28	£25	£3	£0	£0	£0	n/a	0
30/06/17	£28	£101	£-73	£0	£0	£0	n/a	0
30/06/16	£101	£91	£10	£0	£0	£0	n/a	0
30/06/15	£85	£83	£1	£0	£0	£0	n/a	0
30/06/14	£55	£129	£-74	£0	£0	£0	n/a	0
30/06/13	£66	£52	£14	£0	£0	£0	n/a	0
30/06/12	£164	£79	£85	£0	£0	£0	n/a	0
30/06/11	£59	£107	£-48	£0	£0	£0	n/a	0
30/06/10	£58	£76	£-18	£0	£0	£0	n/a	0
30/06/09	£133	£137	£-4	£0	£0	£0	n/a	0
30/06/08	£116	£90	£26	£0	£0	£0	n/a	0
30/06/07	£120	£111	£9	£0	£0	£0	n/a	0
30/06/06	£113	£103	£10	£0	£0	£0	n/a	0
30/06/05	£111	£97	£14	£0	£0	£0	n/a	0
30/06/04	£111	£69	£42	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

www.bankofengland.co.uk/research/research-fun

ma-hngfund@bankofengland.co.uk

020 3461 3778

Charity Commission for England and Wales

Tweets

Listed activities

Other Charitable Purposes

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

SARAH JANE BREEDEN Appointed: 2021

ANNE MARGARET GLOVER Appointed: 2019, Other trusteeship: PROFESSOR JOHN GLOVER MEMORIAL FUND,

DR BENJAMIN ROBERT HAMOND BROADBENT (Chair) Appointed: 2014, Occupation: Central Banker, Other trusteeship: THE CITY ARTS TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 25/02/1963, number: 213168

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

THE BANK OF ENGLAND
THREADNEEDLE STREET
LONDON
EC2R 8AH

Objectives

TO PROMOTE RESEARCH INTO AND DISSEMINATE KNOWLEDGE AND UNDERSTANDING OF THE WORKING INTERACTION AND FUNCTION OF FINANCIAL AND BUSINESS INSTITUTIONS IN GREAT BRITAIN AND ELSEWHERE AND THE ECONOMIC CONDITIONS AFFECTING THEM.

Defined Area of Benefit:

NOT DEFINED

Data Sources