Finance Score: 3

Governance Score: 5

Support Score: 5

Good reserves management: +3

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

Grant maker support: +5

Overall GiG Score: 13

INSTITUTE OF BUSINESS ETHICS

The IBE advises organisations on how to strengthen their ethical culture by sharing knowledge and good practice, resulting in relationships with employees and stakeholders that are based on trust.Director, Dr Ian Peters MBE- contact - director@ibe.org.ukOperations Manager, Judi Wright- contact-info@ibe.org.uk

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
The Board appears to be well diversified in terms of age 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
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Established: 5 years

www.ibe.org.uk

info@ibe.org.uk

02077986046

Charity Commission for England and Wales

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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	£829	£721	£107	£84	£489	£480	8	10
31/12/21	£825	£789	£36	£24	£384	£374	5.7	13
31/12/20	£931	£940	£-9	£85	£351	£287	3.7	12
31/12/19	£1,084	£646	£439	£58	£359	£336	6.2	13

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Financial Ratios

Fundraising Costs/Relevant Income: 10.2%
Fundraising Costs/Total Spending: 11.7%
Senior Staff Costs/Total Spending: 30%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 26%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.5

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training

How it operates

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

Where it operates

Australia, Cyprus, France, Luxembourg, New Zealand, South Africa, Switzerland, Throughout England And Wales, United States,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

10 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
The Joffe Trust - Institute for Business Ethics
£53,750	23/05/2023	Convene taskforce on corruption

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 40-64

BIREN MISRA Appointed: 2023, Occupation: Management Consultant

FABIOLA WILLIAMS Appointed: 2023, Occupation: Chief People Officer

IAN CHRISTOPHER DYSON COMM Appointed: 2018

JASON ENGELBRECHT Appointed: 2019, Occupation: Chief Technology Officer

LOUISE TERRY Appointed: 2019, Occupation: Communications Consultant

LOREE GOURLEY Appointed: 2019, Occupation: Director

MARK DAWSON Appointed: 2023, Occupation: Certified Chartered Accountant

MERIEM SMIDA Appointed: 2023, Occupation: Financial Advisor & Investor

MICHAEL WILLIAM TUFFREY Appointed: 2018, Occupation: Business Consultant

PROFESSOR DAVID GRAYSON CBE (Chair) Appointed: 2019, Other trusteeship: THE PRINCE OF WALES AWARD FOR INDUSTRIAL INNOVATION AND PRODUCTION TRUST FUND,

SARAH MASON Appointed: 2023, Occupation: Accountant

SIWAN KALATZI Appointed: 2023, Occupation: Global Governance Director

TIMOTHY LANGTON Appointed: 2019, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 16/11/2018, number: 1180741
Registered at Companies House on 28/09/2018, number: 11594672

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from INSTITUTE OF BUSINESS ETHICS on 01/12/2019

Main office

INSTITUTE OF BUSINESS ETHICS
24 GREENCOAT PLACE
LONDON
SW1P 1BE

Objectives

(1) TO ADVANCE PUBLIC EDUCATION IN BUSINESS ETHICS AND RELATED SUBJECTS WITH PARTICULAR REFERENCE TO THE STUDY AND APPLICATION OF ETHICAL STANDARDS IN THE MANAGEMENT AND CONDUCT OF INDUSTRY AND BUSINESS GENERALLY IN THE UNITED KINGDOM AND ELSEWHERE; AND(2)TO PROVIDE FINANCIAL OR OTHER ASSISTANCE TO SUCH OTHER CHARITABLE BODY OR BODIES AS THE TRUSTEES MAY DECIDE FROM TIME TO TIME

Data Sources