Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE MATHEMATICAL ASSOCIATION

The Mathematical Association, formed in 1871, works to support and improve the teaching of mathematics. It is represented on all major bodies concerned with mathematics education in the UK and has wide influence through its members, publications and activities. Primary/secondary schools teachers, lecturers in further/higher education, advisers, inspectors, practising mathematicians are members.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive benefits from the charity
There are 21 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/12/23		£323	£449	£-126	n/a	n/a	n/a	n/a	n/a	53
31/12/22		£358	£362	£-4	n/a	n/a	n/a	n/a	n/a	53
31/12/21		£320	£351	£-31	n/a	n/a	n/a	n/a	n/a	55
31/12/20	*	£264	£364	£-100	n/a	n/a	n/a	n/a	n/a	55
31/12/19		£359	£416	£-57	n/a	n/a	n/a	n/a	n/a	45
31/12/18		£463	£401	£63	£0	£0	£0	n/a	0	0
31/12/17		£419	£451	£-32	£0	£0	£0	n/a	0	0
31/12/16		£436	£436	£0	£0	£0	£0	n/a	0	0
31/12/15		£451	£473	£-22	£0	£0	£0	n/a	0	0
31/12/14		£448	£454	£-6	£0	£0	£0	n/a	0	0
31/12/13		£452	£478	£-25	£0	£0	£0	n/a	0	0
31/12/12		£444	£458	£-14	£0	£0	£0	n/a	0	0
31/12/11		£474	£494	£-19	£0	£0	£0	n/a	0	0
31/12/10		£735	£523	£212	£34	£616	£616	14.1	5	0
31/12/09		£552	£573	£-21	£31	£393	£393	8.2	6	0
31/12/08		£928	£605	£323	£47	£414	£397	7.9	6	0
31/12/07		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 17 years

www.m-a.org.uk

office@m-a.org.uk

01162210013

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Other Charitable Purposes

GiG Classification

Other education services

How it operates

Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
53 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (21)

Current Trustees appointed

Gender Split

Based on 20/21 persons

Age Range of Trustees: 35-79

SUDEEP GOKARAKONDA Appointed: 2022, Occupation: Teacher

CHARLIE STRIPP MBE Appointed: 2023

CHARLOTTE LOUISE HAWTHORNE Appointed: 2023, Occupation: Teacher

DR AMANDA MOON Appointed: 2023, Occupation: Teaching Assistant

DR ANDREW DAVID KEMP Appointed: 2022, Occupation: Education

DR PAUL JOHN HARRIS Appointed: 2020, Occupation: Lecturer

JEMMA CATHERINE SHERWOOD Appointed: 2021, Occupation: Teacher

JILL TRINDER Appointed: 2021, Occupation: University Lecturer

LUCINDA JANE HAMILL Appointed: 2021, Occupation: Retired Teacher

MANINA TYLER-MORT Appointed: 2023, Occupation: Teacher

PROFESSOR NIRA CYRIL CHAMBERLAIN OBE Appointed: 2022

SARA LOUISE PENNINGTON Appointed: 2023, Occupation: Teacher

STELLA ANNE DUDZIC Appointed: 2020, Occupation: Curriculum Developer

BILL RICHARDSON, Occupation: Retired

CHERRI DIANE MOSELEY Appointed: 2012, Occupation: Consultant

DAVID JOHN MILES Appointed: 2014, Occupation: Teacher

DR CHRISTOPHER PRITCHARD, Occupation: Schoolteacher

EDWARD SOUTHALL Appointed: 2019, Occupation: Lecturer

JOANNE MORGAN Appointed: 2018, Occupation: Teacher

PROFESSOR PAUL GLAISTER Appointed: 2024, Occupation: Professor, Other trusteeship: THE INSTITUTE OF MATHEMATICS AND ITS APPLICATIONS,

DR EMMA-LOUISE LORD (Chair) Appointed: 2023, Occupation: Lecturer, Other trusteeships: CLARE HALL IN THE UNIVERSITY OF CAMBRIDGE, THE JOINT MATHEMATICAL COUNCIL OF THE UNITED KINGDOM, ASSOCIATION FOR MATHEMATICS IN EDUCATION,

Legal constitution

Charitable company registered in England & Wales on 05/02/2007, number: 1117838
Registered at Companies House on 03/03/2006, number: 05729264

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR20: 87 days late,

Main office

The Mathematical Association
Charnwood Building
Holywell Park
Loughborough University (LUSEP)
LOUGHBOROUGH
Leiceste

Objectives

THE OBJECTS OF THE ASSOCIATION SHALL BE:3.1 TO EFFECT IMPROVEMENTS IN THE TEACHING AND LEARNING OF THE MATHEMATICS AND ITS APPLICATIONS; AND3:2 TO PROVIDE MEANS OF COMMUNICATION AMONG STUDENTS AND TEACHERS OF MATHEMATICS AND OTHER INTERESTED PERSONS.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources