Finance Score: 6
Governance Score: 5
Support Score: 3
  • Good reserves management: +3
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Grant maker support: +3
Overall GiG Score: 14 ?

POLICY EXCHANGE LIMITED 

Policy Exchange is one of the UK's leading market-oriented think tanks and exists to develop and promote new policy ideas. It works in partnership with prominent academics and other experts to conduct major studies and events on a wide range of topical issues including education, economy, environment, crime & justice, security, governance, technology, social and ethnic minority issues.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • Reserves management has been consistently within official guidelines
  • There have been no material income shortfalls in recent years
  • Fundraising costs are low relative to funds raised
  • The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

  • There are 15 trustees whereas the Charities Commission recommends a maximum of 12
Established: 21 years

www.policyexchange.org.uk

info@policyexchange.org.uk

02073402650

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
30/09/22£3,952£3,717£235£213£2,369£1,9226.2240
30/09/21£3,397£3,190£207£186£2,134£1,3655.1240
30/09/20£3,349£3,217£132£175£1,928£1,4595.4240
30/09/19£3,392£3,314£79£206£1,796£1,5495.6230
30/09/18£3,013£3,114£-101£201£1,717£1,2824.9250
30/09/17£3,554£3,763£-210£206£1,854£1,3734.4270
30/09/16£2,568£2,940£-373£162£2,138£1,4295.8260
30/09/15£2,381£2,633£-252£177£2,510£1,3616.2310
30/09/14*£3,968£3,018£950£195£2,763£1,7587310
30/09/13£2,520£2,492£28£270£1,813£1,3996.7350
30/09/12£3,224£2,898£326£211£1,785£1,3665.7320
30/09/11£2,171£2,170£1£194£1,459£1,2356.8350
30/09/10£2,077£2,149£-72£199£1,491£1,1986.7340
30/09/09£2,561£2,205£356£156£1,563£8414.6330
30/09/08£2,659£2,189£470£189£1,072£4922.7260
30/09/07£1,787£1,585£201£464£602£4133.1300
30/09/06£984£723£260£0£0£0n/a00
30/09/05*£568£584£-16£0£0£0n/a00
30/09/04*£530£441£89£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 5.7%
Fundraising Costs/Total Spending: 5.7%
Senior Staff Costs/Total Spending: 21%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 22%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 81%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.6
Asset Split ?
What it does
  • Education/Training
Who works here?
  • 24 employees
Who it helps
  • The General Public/Mankind
How it operates
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,

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
Pears Foundation - Grant to Policy Exchange
£45,000 17/03/2021
Core Funding
Pears Foundation - Grant to Policy Exchange
£45,000 16/12/2019
12
Core funding
Pears Foundation - Grant to Policy Exchange
£65,000 16/11/2018
12
Core funding
Pears Foundation - Grant to Policy Exchange
£45,000 20/10/2017
12
Core funding
Esmee Fairbairn - Grant to Policy Exchange Ltd
£30,000 31/03/2014
Towards a study and report exploring how policy makers can encourage civil society to take more responsibility for their local urban green spaces and how to attract funding to ensure they flourish in ....more
Esmee Fairbairn - Grant to Policy Exchange Ltd
£62,000 15/09/2011
Towards research aimed at identifying the factors necessary to break cycles of deprivation in poor neighbourhoods.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)
Current Trustees appointed
Gender Split
Based on 13/15 persons

Age Range of Trustees: 44-80
  • ANDREW LAW Appointed: 2021, Occupation: Company Director
  • PAMELA DOW Appointed: 2018, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 03/03/2003, number: 1096300
  • Registered at Companies House on 03/10/2001, number: 04297905
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
Filing Record
19 returns made; AR14: 2 days late, AR05: 60 days late, AR04: 7 days late,
Main office

POLICY EXCHANGE
3RD FLOOR
1 OLD QUEEN STREET
LONDON
SW1H 9JA

Objectives

THE PURPOSES OF THE CHARITY ARE: 3.1 THE NON-PARTISAN ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE ECONOMIC SOCIAL AND POLITICAL SCIENCES AND THEIR EFFECT ON PUBLIC POLICY AND THE POLICY-MAKING PROCESS IN THE UK AND THE PROMOTION AND PUBLICATION OF OBJECTIVE RESEARCH; 3.2 THE PURSUIT OF SUCH OTHER PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE WITHIN THE LAWS OF ENGLAND AND WALES AS THE DIRECTORS OF THE CHARITY (HEREINAFTER REFERRED TO AS THE TRUSTEES) SHALL DETERMINE

Defined Area of Benefit:

EUROPE

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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