Finance Score: 3

Governance Score: 6

Support Score: 14

Good reserves management: +3

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

Grant maker support: +14

Overall GiG Score: 23

EDUCATION POLICY INSTITUTE

The Institute's aim is to promote high quality education outcomes for all children and young people, regardless of social background by employing an impartial and evidence based approach. In addition to its focus on raising standards in education from early years through to higher education and beyond, the EPI's also researches young people's mental health.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
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

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
31/03/23		£1,361	£1,414	£-53	£137	£1,303	£819	6.9	21
31/03/22		£1,782	£1,335	£447	£129	£1,356	£422	3.8	21
31/03/21		£1,336	£1,378	£-42	£91	£909	£799	7	22
31/03/20		£1,611	£1,418	£192	£141	£951	£752	6.4	21
31/03/19		£1,155	£1,223	£-68	£130	£758	£687	6.7	19
31/03/18		£1,170	£1,090	£80	£120	£827	£803	8.8	16
31/03/17		£1,079	£954	£125	£101	£747	£747	9.4	14
31/03/16		£1,157	£566	£591	£102	£621	£621	13.2	9
31/03/15		£668	£642	£26	£132	£30	£30	0.6	11
31/03/14		£673	£641	£33	£134	£5	£-2	-0	11
31/03/13		£627	£507	£120	£107	£-28	£-28	-0.7	8
31/03/12	*	£538	£590	£-52	£134	£-148	£-148	-3	7
31/03/11	*	£530	£529	£1	£96	£-96	£-96	-2.2	5
31/03/10	*	£429	£580	£-151	£0	£0	£0	n/a	0
31/03/09		£478	£521	£-43	£0	£0	£0	n/a	0
31/03/08	*	£475	£515	£-40	£0	£0	£0	n/a	0
31/03/07	*	£528	£477	£52	£101	£137	£137	3.5	6
31/03/06	*	£430	£326	£104	£0	£0	£0	n/a	0
31/03/05		£129	£148	£-19	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 10.1%
Fundraising Costs/Total Spending: 9.7%
Senior Staff Costs/Total Spending: 33%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 12%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 63%
Reserves/Spending: 6.9 months
Net Current Assets/Spending: 11 months
Quick Ratio: 5.3

Asset Split ?

Established: 20 years

www.epi.org

info@epi.org.uk

02073401165

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Early years interventions

How it operates

Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

21 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.

Major supporters in last 5 years

Nuffield Foundation	£886,456
The Charity of Sir Richard Whittington	£272,318
Unbound Philanthropy	£200,000
KPMG Foundation	£51,190
Paul Hamlyn Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
KPMG Foundation - Reducing Food Poverty in the Under 5's
£51,190	04/09/2023	Research project aimed at reducing food poverty in the under 5's, looking at risk factors, policies and priorities. Bringing evidence of effective interventions from across the UK and beyond, to ....more Research project aimed at reducing food poverty in the under 5's, looking at risk factors, policies and priorities. Bringing evidence of effective interventions from across the UK and beyond, to share and spread good practice
Nuffield Foundation - Grant to Education Policy Institute
£236,661	01/06/2023	Towards What has ‘Free School Meals’ measured? Implications for research and policy
Nuffield Foundation - Grant to Education Policy Institute
£80,021	01/02/2023	Towards Education Priorities in the next General Election
Paul Hamlyn Foundation - Event series looking at the educational outcomes of migrant pupils
£20,000	24/08/2022	The Education Policy Institute is an independent, evidence-based research institute that aims to promote high quality education outcomes for young people. This grant will fund a summary paper and ....more The Education Policy Institute is an independent, evidence-based research institute that aims to promote high quality education outcomes for young people. This grant will fund a summary paper and series of complementary events exploring the impact of the Nationality and Borders Act on the educational outcomes of migrant and refugee pupils and the wider system.
Unbound Philanthropy - Grant to Education Policy Institute
£80,000	02/02/2022	For core support of a research program on educational outcomes of vulnerable children
The Charity of Sir Richard Whittington - Grant to The Education Policy Institute
£70,297	02/12/2021	Evaluation partner for the Early Years Special Initiative - Cohorts 2 & 3 (further extension)
Nuffield Foundation - Grant to Education Policy Institute
£85,156	24/06/2021 8	Towards From algorithmic bias to teacher bias? Covid-19 and the disadvantage gap
Unbound Philanthropy - Grant to Education Policy Institute
£40,000	18/02/2021	For research to inform an education recovery and catch up plan in response to the Covid-19 pandemic
The Charity of Sir Richard Whittington - Grant to The Education Policy Institute
£79,421	11/02/2020 36	Evaluation of the Early Years Special Initiative - Cohorts 2 & 3
Unbound Philanthropy - Grant to Education Policy Institute
£80,000	10/02/2020 24	For core support of a research program on educational outcomes of vulnerable children
Nuffield Foundation - Education Grant
£23,745	08/11/2019	Education priorities in a forthcoming general election
Nuffield Foundation - Education Grant
£112,125	08/11/2019	Disadvantage Attainment Gap Measurement in 16-19 education
Nuffield Foundation - Education Grant
£163,066	08/11/2019	Comparisons of cognitive skills and educational attainment across the UK
Nuffield Foundation - Education Grant
£180,942	08/11/2019	Estimating the influence of headteachers on their schools
Nuffield Foundation - Strategic Fund Seedcorn Grant
£4,740	06/11/2019	What do we need to do outside school to improve outcomes and narrow the gap?
The Charity of Sir Richard Whittington - Grant to The Education Policy Institute
£122,600	22/05/2019 48	Evaluation of the Early Years Special Initiative - Cohort 1
Nuffield Foundation - Education grant
£213,475	03/07/2018	An Analysis of the Early Years Workforce and its Impact on Children’s Outcomes
Unbound Philanthropy - Grant to Education Policy Institute
£60,000	15/11/2017 24	For support of research on educational outcomes of vulnerable children
Nuffield Foundation - Education grant
£47,579	18/10/2017	Epidemiology of Special Educational Needs: Who gets access to support in school, and how does this correspond with access to Child and Adolescent Mental Health Services for relevant groups?

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 37-69

CHRIS HUSBANDS Appointed: 2024, Occupation: N/A

HARDIP BEGOL Appointed: 2024, Occupation: Director

ANNE-MARIE CANNING Appointed: 2024, Occupation: Ceo

DAVID LAWS Appointed: 2015, Occupation: Chair Of Trustees

TIMOTHY CHARLES LEUNIG Appointed: 2024, Occupation: Professor

BARONESS SALLY MORGAN Appointed: 2015, Occupation: Peer, Other trusteeships: NATIONAL HEART AND LUNG FOUNDATION, The Professional Teaching Institute, EDCITY OFFICE,

CHARLES DAVID WILLIAM BRAND Appointed: 2010, Occupation: Television Executive Producer

KITTY STEWART Appointed: 2017, Occupation: Academic - University Teacher And Researcher, Other trusteeship: CHILD POVERTY ACTION GROUP,

Legal constitution

Charitable company registered in England & Wales on 19/02/2004, number: 1102186
Registered at Companies House on 01/11/2002, number: 04579498

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
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
Investing charity funds policy and procedures
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

19 returns made; AR12: 1 days late, AR11: 2 days late, AR10: 2 days late, AR08: 1 days late, AR07: 0 days late, AR06: 52 days late,

Main office

Education Policy Institute
Lower Ground
150 Buckingham Palace Road
SW1W 9TR

Objectives

THE PURPOSES OF THE CHARITY (THE OBJECTS) ARE:THE NON-PARTISAN ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE ECONOMIC SOCIAL AND POLITICAL SCIENCES AND THEIR EFFECT ON PUBLIC POLICY AND THE POLICY-MAKING PROCESS IN THE UK AND THE PROMOTION AND PUBLICATION OF OBJECTIVE RESEARCH; ANDANY OTHER PURPOSES DEEMED CHARITABLE UNDER THE LAW OF ENGLAND AND WALES.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources