01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 25 September 2003
- Removed
- Not supplied
- Company number supplied
- 04503712
- Financial period
- 1 August 2024 – 31 July 2025
- Latest income
- £841,651
- Latest expenditure
- £746,499
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: CUMBERLAND COURT, 80 MOUNT STREET, NOTTINGHAM, NG1 6HH
Website recorded by the regulator: www.hepi.ac.uk (displayed as text)
02 Activities
What the charity does
Our aim is to ensure as far as possible that higher education policy development in the UK is informed by research and by knowledge of the experience of others.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 August 2024
- Fin Period End Date
- 31 July 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 May 2026
- Date Annual Return Received
- 30 April 2026
- Date Accounts Received
- 30 April 2026
- Total Gross Income
- £841,651
- Total Gross Expenditure
- £746,499
- Fin Period Start Date
- 1 August 2023
- Fin Period End Date
- 31 July 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 May 2025
- Date Annual Return Received
- 19 May 2025
- Date Accounts Received
- 19 May 2025
- Total Gross Income
- £799,493
- Total Gross Expenditure
- £731,008
- Fin Period Start Date
- 1 August 2022
- Fin Period End Date
- 31 July 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 May 2024
- Date Annual Return Received
- 31 May 2024
- Date Accounts Received
- 31 May 2024
- Total Gross Income
- £785,968
- Total Gross Expenditure
- £636,969
- Fin Period Start Date
- 1 August 2021
- Fin Period End Date
- 31 July 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 May 2023
- Date Annual Return Received
- 26 May 2023
- Date Accounts Received
- 26 May 2023
- Total Gross Income
- £542,665
- Total Gross Expenditure
- £470,298
- Fin Period Start Date
- 1 August 2020
- Fin Period End Date
- 31 July 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 May 2022
- Date Annual Return Received
- 6 May 2022
- Date Accounts Received
- 6 May 2022
- Total Gross Income
- £554,323
- Total Gross Expenditure
- £428,979
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 August 2024
- Fin Period End Date
- 31 July 2025
- Ar Due Date
- 31 May 2026
- Ar Received Date
- 30 April 2026
- Total Gross Income
- £841,651
- Total Gross Expenditure
- £746,499
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 August 2023
- Fin Period End Date
- 31 July 2024
- Ar Due Date
- 31 May 2025
- Ar Received Date
- 19 May 2025
- Total Gross Income
- £799,493
- Total Gross Expenditure
- £731,008
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 1
- Count Govt Grants
- £1
- Income From Government Contracts
- 133
- Income From Government Grants
- £20,000
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 0
- Count Salary Band 70001 80000
- 0
- Count Salary Band 80001 90000
- 0
- Count Salary Band 90001 100000
- 0
- Count Salary Band 100001 110000
- 0
- Count Salary Band 110001 120000
- 1
- Count Salary Band 120001 130000
- 0
- Count Salary Band 130001 140000
- 0
- Count Salary Band 140001 150000
- 0
- Count Salary Band 150001 200000
- 0
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 August 2022
- Fin Period End Date
- 31 July 2023
- Ar Due Date
- 31 May 2024
- Ar Received Date
- 31 May 2024
- Total Gross Income
- £785,968
- Total Gross Expenditure
- £636,969
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 140001 150000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 August 2021
- Fin Period End Date
- 31 July 2022
- Ar Due Date
- 31 May 2023
- Ar Received Date
- 26 May 2023
- Total Gross Income
- £542,665
- Total Gross Expenditure
- £470,298
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £20,000
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 August 2020
- Fin Period End Date
- 31 July 2021
- Ar Due Date
- 31 May 2022
- Ar Received Date
- 6 May 2022
- Total Gross Income
- £554,323
- Total Gross Expenditure
- £428,979
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 August 2024
- Fin Period End Date
- 31 July 2025
- Ar Due Date
- 31 May 2026
- Ar Received Date
- 30 April 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 834728
- Income Investments
- 6923
- Income Other
- 0
- Income Total Income And Endowments
- 841651
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £7,727
- Expenditure Charitable Expenditure
- £738,469
- Expenditure Other
- 303
- Expenditure Total
- 746499
- Expenditure Investment Management
- 7727
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8862
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 3274
- Gain Loss Investment
- 54191
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 887213
- Assets Own Use
- 6100
- Assets Long Term Investment
- 881113
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £605,413
- Assets Total Liabilities
- £442,584
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,050,042
- Creditors One Year Total Current
- 442584
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £419,423
- Funds Endowment
- 0
- Funds Unrestricted
- 1050042
- Funds Restricted
- 0
- Funds Total
- 1050042
- Count Employees
- 7
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 August 2023
- Fin Period End Date
- 31 July 2024
- Ar Due Date
- 31 May 2025
- Ar Received Date
- 19 May 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 791538
- Income Investments
- 7955
- Income Other
- 0
- Income Total Income And Endowments
- 799493
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £5,291
- Expenditure Charitable Expenditure
- £725,717
- Expenditure Other
- 0
- Expenditure Total
- 731008
- Expenditure Investment Management
- 5291
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 6075
- Expenditure Support Costs
- 19350
- Expenditure Depreciation
- 4318
- Gain Loss Investment
- 60422
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £880,699
- Assets Total Fixed
- 642807
- Assets Own Use
- 8244
- Assets Long Term Investment
- 634563
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £663,205
- Assets Total Liabilities
- £405,313
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £900,699
- Creditors One Year Total Current
- 405313
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £485,204
- Funds Endowment
- 0
- Funds Unrestricted
- 880699
- Funds Restricted
- 20000
- Funds Total
- 900699
- Count Employees
- 6
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 August 2022
- Fin Period End Date
- 31 July 2023
- Ar Due Date
- 31 May 2024
- Ar Received Date
- 31 May 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 782386
- Income Investments
- 3582
- Income Other
- 0
- Income Total Income And Endowments
- 785968
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £5,406
- Expenditure Charitable Expenditure
- £631,563
- Expenditure Other
- 0
- Expenditure Total
- 636969
- Expenditure Investment Management
- 5406
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 7371
- Expenditure Support Costs
- 384199
- Expenditure Depreciation
- 4150
- Gain Loss Investment
- -6415
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £751,792
- Assets Total Fixed
- 591819
- Assets Own Use
- 12387
- Assets Long Term Investment
- 579432
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £446,976
- Assets Total Liabilities
- £267,003
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £771,792
- Creditors One Year Total Current
- 267003
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £293,605
- Funds Endowment
- 0
- Funds Unrestricted
- 751792
- Funds Restricted
- 20000
- Funds Total
- 771792
- Count Employees
- 5
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 August 2021
- Fin Period End Date
- 31 July 2022
- Ar Due Date
- 31 May 2023
- Ar Received Date
- 26 May 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 541473
- Income Investments
- 1192
- Income Other
- 0
- Income Total Income And Endowments
- 542665
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,792
- Expenditure Charitable Expenditure
- £465,347
- Expenditure Other
- 159
- Expenditure Total
- 470298
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 4792
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 3833
- Gain Loss Investment
- -23163
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £629,208
- Assets Total Fixed
- 479836
- Assets Own Use
- 13625
- Assets Long Term Investment
- 466211
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £498,866
- Assets Total Liabilities
- £349,494
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £629,208
- Creditors One Year Total Current
- 349494
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £443,793
- Funds Endowment
- 0
- Funds Unrestricted
- 609208
- Funds Restricted
- 20000
- Funds Total
- 629208
- Count Employees
- 5
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 August 2020
- Fin Period End Date
- 31 July 2021
- Ar Due Date
- 31 May 2022
- Ar Received Date
- 6 May 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 511155
- Income Investments
- 43168
- Income Other
- 0
- Income Total Income And Endowments
- 554323
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,971
- Expenditure Charitable Expenditure
- £424,958
- Expenditure Other
- 50
- Expenditure Total
- 428979
- Expenditure Investment Management
- 3971
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 424958
- Expenditure Depreciation
- 3453
- Gain Loss Investment
- 42260
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £678,296
- Assets Total Fixed
- 12079
- Assets Own Use
- 12079
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £804,245
- Assets Total Liabilities
- £138,028
- Assets Current Investment
- 419167
- Assets Total Assets And Liabilities
- £678,296
- Creditors One Year Total Current
- 138028
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £340,238
- Funds Endowment
- 0
- Funds Unrestricted
- 678296
- Funds Restricted
- 0
- Funds Total
- 678296
- Count Employees
- 5
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
08 Official extract
Charity Event History
- Charity Name
- HIGHER EDUCATION POLICY INSTITUTE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2003-09-25T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 5 AUGUST 2002 AS AMENDED BY SPECIAL RESOLUTION DATED 29 AUGUST 2003 NOW ARTICLES OF ASSOCIATION ADOPTED BY SPECIAL RESOLUTION DATED 21 DECEMBER 2010.
- Charitable Objects
- TO PROMOTE RESEARCH INTO AND UNDERSTANDING OF ALL ASPECTS OF HIGHER EDUCATION AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH FOR THE EDUCATION AND BENEFIT OF POLICY MAKERS AND THE GENERAL PUBLIC IN THE UNITED KINGDOM PROVIDED THAT THE INCOME AND PROPERTY OF THE INSTITUTE SHALL NOT BE APPLIED DIRECTLY IN THE RELIEF OF RATES, TAXES OR OTHER PUBLIC FUNDS, BUT MAY BE APPLIED IN SUPPLEMENTARY RELIEF OR ASSISTANCE THEREOF.
- Area Of Benefit
- THE UNITED KINGDOM.
10 Official extract
Charity Other Names
- Charity Name Id
- 447680
- Charity Name Type
- Working name
- Charity Name
- HEPI
11 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures