01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 19 February 2004
- Removed
- Not supplied
- Company number supplied
- 04579498
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,372,333
- Latest expenditure
- £1,756,633
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Education Policy Institute, Lower Ground, 150 Buckingham Palace Road, SW1W 9TR
Website recorded by the regulator: www.epi.org (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 30 January 2026
- Date Accounts Received
- 30 January 2026
- Total Gross Income
- £1,372,333
- Total Gross Expenditure
- £1,756,633
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 30 January 2025
- Date Accounts Received
- 30 January 2025
- Total Gross Income
- £1,789,292
- Total Gross Expenditure
- £1,765,111
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 31 January 2024
- Date Accounts Received
- 31 January 2024
- Total Gross Income
- £1,360,803
- Total Gross Expenditure
- £1,414,054
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 15 December 2022
- Date Accounts Received
- 15 December 2022
- Total Gross Income
- £1,782,228
- Total Gross Expenditure
- £1,334,923
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 31 January 2022
- Date Accounts Received
- 31 January 2022
- Total Gross Income
- £1,336,047
- Total Gross Expenditure
- £1,377,875
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 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 30 January 2026
- Total Gross Income
- £1,372,333
- Total Gross Expenditure
- £1,756,633
- 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 60001 70000
- 3
- Count Salary Band 80001 90000
- 1
- 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 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 30 January 2025
- Total Gross Income
- £1,789,292
- Total Gross Expenditure
- £1,765,111
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £2
- Income From Government Grants
- £39,200
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- 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
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Total Gross Income
- £1,360,803
- Total Gross Expenditure
- £1,414,054
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 4
- Count Govt Grants
- £1
- Income From Government Contracts
- 139353
- Income From Government Grants
- £32,500
- 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
- 2
- Count Salary Band 70001 80000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 15 December 2022
- Total Gross Income
- £1,782,228
- Total Gross Expenditure
- £1,334,923
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 2
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 183720
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 3
- Count Salary Band 70001 80000
- 2
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 31 January 2022
- Total Gross Income
- £1,336,047
- Total Gross Expenditure
- £1,377,875
- 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 60001 70000
- 3
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- 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 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 30 January 2026
- Income Donations And Legacies
- 451164
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 882396
- Income Investments
- 38773
- Income Other
- 0
- Income Total Income And Endowments
- 1372333
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £396,864
- Expenditure Charitable Expenditure
- £1,359,769
- Expenditure Other
- 0
- Expenditure Total
- 1756633
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 37806
- Expenditure Support Costs
- 762352
- Expenditure Depreciation
- 6942
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £801,467
- Assets Total Fixed
- 6013
- Assets Own Use
- 6013
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,339,724
- Assets Total Liabilities
- £402,863
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £942,874
- Creditors One Year Total Current
- 402863
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £801,910
- Funds Endowment
- 0
- Funds Unrestricted
- 801467
- Funds Restricted
- 141407
- Funds Total
- 942874
- Count Employees
- 25
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 30 January 2025
- Income Donations And Legacies
- 879093
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 883161
- Income Investments
- 27038
- Income Other
- 0
- Income Total Income And Endowments
- 1789292
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £238,078
- Expenditure Charitable Expenditure
- £1,527,033
- Expenditure Other
- 0
- Expenditure Total
- 1765111
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 36155
- Expenditure Support Costs
- 797270
- Expenditure Depreciation
- 7482
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £783,204
- Assets Total Fixed
- 10201
- Assets Own Use
- 10201
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,493,818
- Assets Total Liabilities
- £176,844
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,327,175
- Creditors One Year Total Current
- 176844
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £916,013
- Funds Endowment
- 0
- Funds Unrestricted
- 783204
- Funds Restricted
- 543971
- Funds Total
- 1327175
- Count Employees
- 25
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Income Donations And Legacies
- 532549
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 822108
- Income Investments
- 6146
- Income Other
- 0
- Income Total Income And Endowments
- 1360803
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £136,625
- Expenditure Charitable Expenditure
- £1,277,429
- Expenditure Other
- 0
- Expenditure Total
- 1414054
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 33256
- Expenditure Support Costs
- 969314
- Expenditure Depreciation
- 5540
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £818,742
- Assets Total Fixed
- 12025
- Assets Own Use
- 12025
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,473,869
- Assets Total Liabilities
- £182,899
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,302,995
- Creditors One Year Total Current
- 182899
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £966,644
- Funds Endowment
- 0
- Funds Unrestricted
- 818742
- Funds Restricted
- 484253
- Funds Total
- 1302995
- Count Employees
- 21
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 15 December 2022
- Income Donations And Legacies
- 957595
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 823907
- Income Investments
- 726
- Income Other
- 0
- Income Total Income And Endowments
- 1782228
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £128,894
- Expenditure Charitable Expenditure
- £1,206,029
- Expenditure Other
- 0
- Expenditure Total
- 1334923
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 23612
- Expenditure Support Costs
- 985387
- Expenditure Depreciation
- 5598
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £934,448
- Assets Total Fixed
- 6261
- Assets Own Use
- 6261
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,538,319
- Assets Total Liabilities
- £188,336
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,356,244
- Creditors One Year Total Current
- 188336
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,080,782
- Funds Endowment
- 0
- Funds Unrestricted
- 421796
- Funds Restricted
- 934448
- Funds Total
- 1356244
- Count Employees
- 21
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 31 January 2022
- Income Donations And Legacies
- 846901
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 488217
- Income Investments
- 929
- Income Other
- 0
- Income Total Income And Endowments
- 1336047
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £90,895
- Expenditure Charitable Expenditure
- £1,286,980
- Expenditure Other
- 0
- Expenditure Total
- 1377875
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 23623
- Expenditure Support Costs
- 981827
- Expenditure Depreciation
- 9104
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £798,946
- Assets Total Fixed
- 8130
- Assets Own Use
- 8130
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,062,099
- Assets Total Liabilities
- £161,290
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £908,939
- Creditors One Year Total Current
- 161290
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £827,501
- Funds Endowment
- 0
- Funds Unrestricted
- 798946
- Funds Restricted
- 109993
- Funds Total
- 908939
- Count Employees
- 22
- 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
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
08 Official extract
Charity Event History
- Charity Name
- EDUCATION POLICY INSTITUTE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2004-02-19T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 01 NOV 2002AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 19 MAY 2016
- Charitable Objects
- 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.
- Area Of Benefit
- NATIONAL AND OVERSEAS
10 Official extract
Charity Other Names
- Charity Name Id
- 363110
- Charity Name Type
- Previous name
- Charity Name
- CENTRE FOR REFORM
- Charity Name Id
- 363121
- Charity Name Type
- Working name
- Charity Name
- CENTREFORUM
11 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Engaging external speakers at charity events policy and procedures