Finance Score: -2

Governance Score: 9

Support Score: 3

Multiple Deficits: -2

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

Grant maker support: +3

Overall GiG Score: 10

THE NATIONAL ENERGY FOUNDATION

The National Energy Foundation is an independent charity working to improve the use of energy in buildings in the UK. It does this through undertaking projects, often in collaboration with others; supporting the provision of affordable warmth; providing capacity building programmes, for example in building performance evaluation and labelling; and offering information and advice.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

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	Volun- teers
31/03/23		£1,825	£1,429	£396	£0	£1,588	£1,588	13.3	39	0
31/03/22		£967	£1,029	£-62	£0	£1,192	£1,192	13.9	21	3
31/03/21		£555	£643	£-88	£0	£1,255	£1,255	23.4	16	2
31/03/20	*	£444	£628	£-184	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£1,789	£1,624	£165	£0	£1,526	£1,526	11.3	16	3
31/03/18		£1,531	£1,891	£-360	£0	£1,361	£1,361	8.6	23	0
31/03/17		£1,499	£1,851	£-352	£0	£1,721	£1,721	11.2	26	0
31/03/16	*	£1,379	£1,445	£-66	£0	£2,074	£2,074	17.2	25	0
31/03/15		£1,124	£1,473	£-349	£25	£2,170	£751	6.1	28	0
31/03/14	*	£958	£1,633	£-675	£24	£2,553	£1,109	8.2	24	0
31/03/13		£1,340	£1,347	£-6	£15	£3,228	£1,759	15.7	24	0
31/03/12		£1,127	£1,029	£98	£30	£3,234	£1,740	20.3	18	0
31/03/11		£969	£1,062	£-93	£4,575	£2,043	£523	5.9	80	0
31/03/10		£1,201	£1,121	£80	£6,216	£2,129	£585	6.3	108	0
31/03/09		£1,207	£1,158	£49	£7,744	£2,110	£539	5.6	117	0
31/03/08		£988	£980	£7	£8,094	£1,889	£293	3.6	107	0
31/03/07		£926	£947	£-21	£5,741	£1,992	£370	4.7	19	0
31/03/06		£527	£619	£-92	£0	£0	£0	n/a	0	0
31/03/05		£750	£769	£-19	£0	£0	£0	n/a	0	0
31/03/04	*	£708	£781	£-73	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 22%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 13.3 months
Net Current Assets/Spending: 13 months
Quick Ratio: 3.4

Asset Split ?

Established: 36 years

www.nef.org.uk

enquiries@nef.org.uk

01908665555

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Performing and visual arts

How it operates

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

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

39 employees

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
Department for Business, Energy and Industrial Strategy - The SuperHomes Rating Scheme
£59,616	01/10/2020	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=80231
Bedfordshire and Luton Community Foundation - Energy Envoys
£3,610	13/12/2017 11	Grant to National Energy Foundation

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-70

CHARLES ARCHIBALD ROBERTSON Appointed: 2020, Occupation: Company Director

JADE LEWIS Appointed: 2022, Occupation: Chief Executive

MARTIN CHITTY Appointed: 2023, Occupation: No Business Occupation To Note

LIZ MALE (Chair) Appointed: 2014, Occupation: Director

MARTIN PAUL SMITH LOMAS Appointed: 2023, Other trusteeship: SEVERN WYE ENERGY AGENCY,

Legal constitution

Charitable company registered in England & Wales on 23/03/1988, number: 298951
Registered at Companies House on 08/02/1988, number: 02218531

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR20: 4 days late, AR16: 1 days late, AR14: 12 days late, AR04: 1 days late,

Main office

The National Energy Foundation
Challenge House
Sherwood Drive
Bletchley
MILTON KEYNES
MK3 6DP

Objectives

2. THE OBJECTS OF THE CHARITY ARE:2.1.1 TO PROMOTE THROUGH EDUCATION, DEMONSTRATION AND RESEARCH, THE INNOVATIVE, EFFICIENT AND SAFE USE OF ENERGY, AND IN RELATION TO USE, THE PROVISION OF ENERGY IN WAYS BENEFICIAL TO THE PUBLIC AND CHARITABLE AND THEREBY TO INCREASE PUBLIC AWARENESS OF ENERGY IN ALL ITS ASPECTS.2.1.2 TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY:-(A) THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES;(B) THE RELIEF OF POVERTY AND THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES;(C) THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION.2.1.3 TO ADVANCE THE EDUCATION OF THE PUBLIC IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE.2.1.4 SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS. 2.1.5 CHARITABLE MEANS CHARITABLE IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES PROVIDED THAT IT WILL NOT INCLUDE ANY PURPOSE WHICH IS NOT CHARITABLE IN ACCORDANCE WITH S.7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005. FOR THE AVOIDANCE OF DOUBT, THE SYSTEM OF LAW GOVERNING THE CONSTITUTION OF THE CHARITY IS THE LAW OF ENGLAND AND WALES.?

Defined Area of Benefit:

NOT DEFINED

Data Sources