Finance Score: -1

Governance Score: -2

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -3

THE ADAM SMITH RESEARCH TRUST

Economic and social research and education

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

There are only 3 trustees

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23	*	£408	£309	£99	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£180	£261	£-81	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21		£223	£318	£-96	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£275	£308	£-33	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£366	£318	£49	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18		£154	£91	£63	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£160	£234	£-74	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£274	£300	£-26	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£203	£224	£-21	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£87	£129	£-42	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£213	£145	£68	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12		£26	£39	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£26	£39	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10		£29	£26	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09		£39	£63	£-24	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08		£35	£90	£-55	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07		£11	£29	£-17	n/a	n/a	n/a	n/a	n/a	n/a
30/09/06	*	£37	£25	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£81	£8	£74	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04	*	£70	£5	£65	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 35 years

eamonnbutler@me.com

02072229859

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment

GiG Classification

Scientific research and testing services

How it operates

Makes grants to individuals
Makes grants to organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

DR EAMONN BUTLER

DR MADSEN PIRIE

JAMES ANTHONY DAVID LAWSON (Chair) Appointed: 2023

Legal constitution

Charity registered in England & Wales on 22/02/1990, number: 802750

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 38 days late, AR06: 3 days late, AR04: 10 days late,

Main office

23 GREAT SMITH STREET
WESTMINSTER
LONDON
SW1P 3BL

Objectives

THE ADVANCEMENT OF LEARNING AND OF PUBLIC EDUCATION BY RESEARCH INTO APPLIED ECONOMICS, POLITICAL SCIENCE AND PHILOSOPHY, PUBLIC AND POLICY OPTIONS AND THE POLICYMAKING PROCESS; THE PUBLISHING AND ADVANCEMENT OF THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING:- (A) BY PROVIDING FINANCIAL SUPPORT TO INDIVIDUALS IN INSTITUTIONS OF HIGHER EDUCATION AND ELSEWHERE WHO ARE ENGAGED IN RESEARCH INTO APPLIED ECONOMICS, POLITICAL SCIENCE AND PHILOSOPHY, PUBLIC POLICY OPTIONS AND POLICYMAKING PROCESS; (B) BY ADVANCING RESEARCH INTO AND KNOWLEDGE AND UNDERSTANDING OF THE INTERRELATIONSHIPS BETWEEN MORAL, ECONOMIC, PHILISOPHICAL AND INSTITUTIONAL FACTORS AND THE FORMULATION, PRINCIPLES, AND EFFECTS OF POLICY OPTIONS; (C) BY ADVANCING KNOWLEDGE AND UNDERSTANDING OF PUBLIC POLICIES AND ECONOMIC, PHILISOPHICAL AND INSTITUTIONAL FACTORS IN THE UK AND ELSEWHERE; (D) BY JOINING WITH, COLLABORATING WITH, AND SUPPORTING OTHER CHARITABLE BODIES ENGAGED IN SIMILAR OR COMPATIBLE ACTIVITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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