Finance Score: 2

Governance Score: 5

Support Score: 7

Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +7

Overall GiG Score: 14

ASPEN INSTITUTE UK

Aspen UK carries out its mission through seminars, conferences and leadership programmes. It offers a safe environment for people to debate political and social issues and confront different perspectives. Sessions are led by expert moderators and are held in small groups to promote an exchange of ideas and perspectives.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There has been strong growth in spending since inception
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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
31/10/23	£726	£536	£190	£0	£303	£303	6.8	7
31/10/22	£375	£361	£14	n/a	n/a	n/a	n/a	n/a
31/10/21	£412	£407	£5	n/a	n/a	n/a	n/a	n/a
31/10/20	£205	£215	£-9	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 43%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 20%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.2

Asset Split ?

Established: 4 years
(6 years as a company)

https://www.aspenuk.org

enquiries@aspenuk.org

+44 7367 949484

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Social & legal advocacy

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

7 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
Dulverton Trust - Rising Leaders Fellowship
£35,000	26/10/2023	Rising Leaders Fellowship
DCMS - Arts Council National Lottery Project Grants
£2,731	08/12/2021	National Lottery Project Grants is our open access programme for arts, libraries and museums projects. The fund supports thousands of individual artists, community and cultural organisations.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 37-59

MARISA DREW Appointed: 2021, Occupation: Chief Sustainability Officer

NIZAM UDDIN Appointed: 2021, Occupation: Director

PIERRE MERCIER Appointed: 2021, Occupation: Managing Director

ZELMIRA KOCH POLK Appointed: 2019, Occupation: Consultant

ED WILLIAMS Appointed: 2020, Occupation: Managing Director

TOBY RUFUS COPPEL Appointed: 2019, Occupation: Co-Founder And Partner

Legal constitution

Charitable company registered in England & Wales on 11/12/2019, number: 1186896
Registered at Companies House on 24/10/2017, number: 11029944

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Paying staff
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

4 returns made; all on time

Main office

Aspen UK
c/o Edelman UK
11 Francis St
London

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE 'OBJECTS') ARE FOR THE PUBLIC BENEFIT THE ADVANCEMENT OF EDUCATION INCLUDING BY (BUT NOT LIMITED TO):5.1 PROMOTING OPEN-MINDED, NON-PARTISAN, STRUCTURED DIALOGUE AND DISCUSSION BETWEEN A WIDE RANGE OF GROUPS, USING THE ASPEN METHOD OF TEXT-BASED AND PROFESSIONALLY GUIDED CONVERSATIONS, TO STIMULATE AND FOSTER AN EXCHANGE OF IDEAS AND PERSPECTIVES IN ORDER TO IMPROVE KNOWLEDGE AND UNDERSTANDING OF A RANGE OF CONTEMPORARY ISSUES;5.2 DEVELOPING AND FOSTERING THE LEADERSHIP SKILLS, COMPETENCIES, CAPABILITIES AND UNDERSTANDINGS OF INDIVIDUALS BY PROVIDING MODERATED AND STRUCTURED SEMINARS ON CHALLENGING TOPICS IN POLITICS, PHILOSOPHY AND SCIENCE AND BY PROVIDING ACCESS TO SEMINARS, CONFERENCES, LEADERSHIP PROGRAMMES AND FELLOWSHIP; 5.3 PUBLISHING AND SHARING WITH THE GENERAL PUBLIC EDUCATIONAL MATERIALS ON A WIDE RANGE OF SUBJECTS RELEVANT TO CONTEMPORARY ISSUES, INCLUDING THE RECOMMENDATIONS, LEARNINGS AND/OR INSIGHTS ARISING FROM DIALOGUE AND DISCUSSION FACILITATED BY THE CHARITY;5.4 UNDERTAKING SUCH OTHER ACTIVITIES AS DETERMINED BY THE DIRECTORS FROM TIME TO TIME THAT ADVANCE EDUCATION.

Data Sources