Finance Score: -2

Governance Score: 6

Support Score: 6

Deficit latest year: -2

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 10

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
This charity has an endowment fund which generates most of its income
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 lower than spending in the latest year

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
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	3
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	£0	£0	£0	n/a	0	0
31/03/05	*	£44	£617	£-574	£0	£0	£0	n/a	0	0
31/03/04	*	£37	£165	£-128	£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: 53%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 1%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 5 months
Quick Ratio: 0.1

Asset Split ?

Established: 60 years
(80 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 education & 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 works here?

46 employees
4 volunteers

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
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, Other trusteeship: TOTTENHAM HOTSPUR FOUNDATION,

DR ROBERT EDWARD KLABER Appointed: 2023, Occupation: Doctor

MUHAMMAD IRSHAAD AMHAD Appointed: 2020

PROFESSOR DAVID OLIVER FRCP Appointed: 2019

PROFESSOR GRAHAM PAUL MARTIN PHD Appointed: 2023

SAMIRA BEN OMAR Appointed: 2022

SONJA MARJANOVIC Appointed: 2021, Occupation: Research Director

TARA DONNELLY Appointed: 2017

DR MARTIN NEIL MARSHALL Appointed: 2022, Occupation: Academic Gp, Other trusteeship: COLATON RALEIGH CHURCH PRESERVATION FUND,

RUPERT HILL Appointed: 2019, Occupation: Investment Banker

SARAH JANE PICKUP Appointed: 2021, Occupation: Accountant, Other trusteeship: THE COURTYARD ARTS AND COMMUNITY CENTRE,

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

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 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
W1G 7LP

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