Finance Score: -2

Governance Score: 6

Support Score: 1

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits and declines: -5
Fundraising costs low: +3

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

Grant maker support: +1

Overall GiG Score: 5

ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT

Access aims to bridge the gap in the social investment market so that suitable finance and support is available to social enterprises and charities which are new to social investment. Access will be a wholesale provider, working with and through existing market players to deliver its programmes. This enables Access to take a strategic view of the needs of social ventures over the next decade.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
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
This charity only provides its support via other charities

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Income has been volatile and on several occasions in recent years 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
31/12/22		£3,365	£9,572	£-6,207	£1	£35,654	£8,485	10.6	8
31/12/21		£7,410	£12,867	£-5,457	£0	£44,528	£7,390	6.9	8
31/12/20		£9,568	£8,884	£684	£0	£50,886	£6,405	8.7	8
31/12/19		£5,660	£9,022	£-3,362	£0	£50,177	£4,900	6.5	7
31/12/18		£16,065	£7,018	£9,047	£0	£52,900	£3,448	5.9	5
31/12/17	*	£6,042	£3,356	£2,686	£0	£45,767	£1,834	6.6	6
31/12/16		£1,881	£1,364	£517	£4	£42,660	£298	2.6	5
31/12/15		£36,574	£546	£36,029	£0	£36,029	£176	3.9	2

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Financial Ratios

Fundraising Costs/Relevant Income: 3.7%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 24%
Liabilities/Income: 326%
Unrestricted Funds/Total Funds: 24%
Reserves/Spending: 10.6 months
Net Current Assets/Spending: 16 months
Quick Ratio: 0.2

Asset Split ?

Established: 9 years

http://access-socialinvestment.org.uk/

info@access-si.org.uk

07595546436

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides other finance
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

8 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
DCMS - Access Foundation
£5,000,000	01/04/2019	Capacity building for social sector organisations
DCMS - Access Foundation
£3,900,000	01/04/2019	Capacity building for social sector organisations
DCMS - Access Foundation
£4,200,000	01/04/2017	Capacity building for social sector organisations
National Lottery Community Fund - Access - The Foundation for Social Investment
£23,471,803	10/03/2015 71	Not Available
National Lottery Community Fund - Market Development Foundation
£80,000	06/08/2014 12	Not Available

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-67

SAMANTHA LATOUCHE Appointed: 2022, Occupation: Company Director

EMILIE GOODALL Appointed: 2020, Occupation: Charity Worker

FRANZ RANERO Appointed: 2020, Occupation: Lawyer

HEATHER HILBURN Appointed: 2019, Occupation: Chief Executive

JANE IDE Appointed: 2020, Occupation: Chief Executive

KATE KUPER Appointed: 2019, Occupation: Chief Executive

MARTIN JOHN RICH Appointed: 2016, Occupation: Sustainability Advisor

NICHOLAS HURD Appointed: 2020, Occupation: Consultant

ROBERT JOHN WILLIAMSON Appointed: 2019, Occupation: Chief Executive

SUSAN PATRICIA COOPER Appointed: 2017, Occupation: Business Consultant

Legal constitution

Charitable company registered in England & Wales on 19/12/2014, number: 1159699
Registered at Companies House on 30/07/2014, number: 09153909

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

8 returns made; AR17: 29 days late,

Main office

Access Foundation Social Investment
New Fetter Place
8-10 New Fetter Lane
London
EC4A 1AZ

Objectives

THE OBJECTS OF THE COMPANY ARE, FOR THE PUBLIC BENEFIT: 1) PROMOTING THE EFFECTIVE USE OF RESOURCES FOR CHARITABLE PURPOSES BY THE SOCIAL SECTOR INCLUDING, WITHOUT LIMITATION, BY:(I) IDENTIFYING NEEDS IN THE SOCIAL SECTOR, SUCH AS ACCESS TO FINANCE, AND SUPPORTING AND DEVELOPING PROGRAMMES, POLICIES, ACTIVITIES AND INITIATIVES TO ADDRESS THOSE NEEDS; AND(II) DEVELOPING CAPACITIES AND SKILLS OF THE SOCIAL SECTOR.2) FURTHERING SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE DIRECTORS FROM TIME TO TIME DETERMINE, INCLUDING, WITHOUT LIMITATION, SUPPORTING WORK UNDERTAKEN BY SOCIAL ORGANISATIONS WHICH HAS A CHARITABLE PURPOSE. THE “SOCIAL SECTOR” MEANS CHARITIES AND SOCIAL ORGANISATIONS. “SOCIAL ORGANISATIONS” ARE INDEPENDENT ORGANISATIONS, NOT INCLUDING LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT ESTABLISHED PRIMARILY TO DISTRIBUTE A PROFIT.THE COMPANY SHALL NOT CONFER ANY PRIVATE BENEFIT, EXCEPT WHERE, IN CARRYING OUT ITS OBJECTS, SUCH PRIVATE BENEFIT IS INCIDENTAL TO THE FURTHERANCE OF THE OBJECTS.

Data Sources