Finance Score: -5

Governance Score: 6

Support Score: 8

Fundraising costs high: -5

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 9

THE SOCIAL MARKET FOUNDATION

Holding events, conducting research and publication of books to promote public discussion on the performance of markets and the social framework in which they operate, with the aim to influence the development of policy to promote the effective operations of markets with due regard to social justice.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

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:

Fundraising costs are extremely high relative to funds raised

Established: 33 years

www.smf.co.uk

enquiries@smf.co.uk

02072227060

Charity Commission for England and Wales

Tweets

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
31/03/23		£1,055	£978	£77	£881	£363	£363	4.5	14
31/03/22		£858	£822	£35	£0	£286	£286	4.2	12
31/03/21		£697	£689	£7	£0	£251	£251	4.4	11
31/03/20		£881	£810	£71	£148	£243	£243	3.6	11
31/03/19		£959	£801	£157	£133	£173	£126	1.9	11
31/03/18	*	£851	£822	£29	£108	£15	£-22	-0.3	10
31/03/17		£625	£784	£-159	£7	£-51	£-51	-0.8	11
31/03/16		£760	£740	£20	£14	£108	£108	1.7	8
31/03/15		£646	£756	£-110	£40	£88	£88	1.4	8
31/03/14?		£665	£663	£2	£42	£198	£198	3.6	9
28/02/13		£610	£609	£1	£36	£196	£196	3.9	8
28/02/12		£591	£554	£37	£45	£195	£195	4.2	7
28/02/11		£586	£567	£19	£43	£158	£158	3.3	7
28/02/10		£704	£701	£3	£49	£138	£138	2.4	13
28/02/09		£914	£955	£-40	£52	£135	£135	1.7	14
29/02/08		£875	£929	£-54	£60	£175	£175	2.3	13
28/02/07		£948	£864	£83	£58	£229	£229	3.2	13
28/02/06		£712	£680	£32	£0	£0	£0	n/a	0
28/02/05	*	£803	£785	£18	£0	£0	£0	n/a	0
29/02/04	*	£660	£647	£13	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 83.5%
Fundraising Costs/Total Spending: 90.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 43%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.3

Asset Split ?

Listed activities

Education/Training

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

14 employees

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 Social Market Foundation
£41,800	13/07/2023	Towards What can the UK learn from other countries' housing crises and policy?
Trust for London - Social Market Foundation
£195,000	10/06/2020 36	The funding is for a research and advocacy project to develop and promote a benchmark for assessing and holding to account businesses over their record on poverty, including among their workers, in ....more The funding is for a research and advocacy project to develop and promote a benchmark for assessing and holding to account businesses over their record on poverty, including among their workers, in London and potentially elsewhere. The Coronavirus crisis increases the need for this work, and its scope for impact.
Trust for London - Social Market Foundation
£42,000	14/06/2018 12	The funding is for research that will track people educated in London and investigate how disadvantaged London children perform in the labour market. It will examine the factors that affect whether ....more The funding is for research that will track people educated in London and investigate how disadvantaged London children perform in the labour market. It will examine the factors that affect whether good school results are converted into successful employment outcomes and propose policies to improve social mobility in the capital.
Unbound Philanthropy - Grant to The Social Market Foundation
£80,000	15/11/2017 24	For support of research to develop a new framework for British immigration
Barrow Cadbury Trust - Will city growth reduce poverty?
£16,200	13/08/2015 6	To stimulate thinking and debate around devolution and the ability of the Government's Cities and Local Government Bill to reduce poverty.
Esmee Fairbairn - Grant to The Social Market Foundation
£43,550	05/05/2011	Towards investigating new ways of supporting parents with childcare costs, particularly a loan fund.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-70

BARONESS ROSALIND MARY GRENDER Appointed: 2016, Occupation: Member Of The House Of Lords, Other trusteeship: IPROVISION THE CHARTERED INSTITUTE OF PUBLIC RELATIONS (CIPR) BENEVOLENT FUND,

CAROLINE FIONA JESSICA ESCOTT Appointed: 2022, Occupation: Investment Manager

DR TIMOTHY PAUL BALE Appointed: 2017, Occupation: Professor Of Politics, Queen Mary Uol

DR WENDY ANN THOMSON (Chair) Appointed: 2021, Occupation: Professor

MARK TREVOR PHILLIPS OBE Appointed: 2017, Occupation: Writer & Broadcaster, Other trusteeships: HEADLONG THEATRE LIMITED, WRITERS AND SCHOLARS EDUCATIONAL TRUST, STEFANOU FOUNDATION,

MARGARET EVE HODGE RT HONS Appointed: 2018, Other trusteeship: THEATRE WORKSHOP TRUST,

MELVILLE FRANCISCO RODRIGUES Appointed: 2018, Occupation: Solicitor

THOMAS JOHN EBBUTT Appointed: 2018, Occupation: Executive Director, Ambition School Leadership, Other trusteeship: THE SUN BABIES' NURSERY,

Legal constitution

Charitable company registered in England & Wales on 15/11/1990, number: 1000971
Registered at Companies House on 31/08/1990, number: 02537035

Gift Aid

NOT 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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 50 days late, AR05: 32 days late, AR04: 32 days late,

Main office

3rd Floor
5-6 St Matthew Street
London

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ECONOMIC, SOCIAL AND POLITICAL SCIENCES INCLUDING, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, THE STUDY OF THE PERFORMANCE OF MARKETS AND THE SOCIAL FRAMEWORK WITHIN WHICH THEY OPERATE, BOTH IN GREAT BRITAIN AND ABROAD

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources