Finance Score: -2

Governance Score: 9

Support Score: 6

Multiple Deficits: -2

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

Large volunteers +3
Gov Income
Overall weighted support: +3

Overall GiG Score: 13

UNITED KINGDOM MATHEMATICS TRUST

The charity runs individual and team competitions in Mathematics, summer schools and a mentoring scheme for school pupils. It organises meetings for teachers and publishes books for school pupils. It selects and trains the UK team for the International Mathematical Olympiad, held annually.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
Over half the Board have joined recently

Financial issues to consider:

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
31/07/23		£1,298	£1,787	£-489	£0	£1,188	£1,188	8	11	400
31/07/22	*	£1,426	£1,455	£-30	£5	£1,656	£1,511	12.5	16	615
31/07/21		£1,097	£905	£192	£5	£1,656	£1,656	22	15	358
31/07/20		£1,081	£1,130	£-48	£5	£1,317	£1,317	14	16	390
31/07/19		£1,614	£2,184	£-569	£6	£1,377	£1,377	7.6	15	543
31/07/18		£1,355	£1,429	£-74	£5	£1,908	£1,908	16	11	0
31/07/17		£1,251	£1,240	£11	£5	£1,886	£1,872	18.1	12	0
31/07/16		£1,193	£1,145	£48	£5	£1,739	£1,711	17.9	11	0
31/07/15		£1,151	£997	£155	£25	£1,644	£1,602	19.3	10	0
31/07/14		£1,255	£1,101	£154	£27	£1,424	£1,382	15.1	10	0
31/07/13		£989	£911	£77	£18	£1,226	£1,226	16.1	10	0
31/07/12		£908	£937	£-29	£14	£1,044	£1,044	13.4	9	0
31/07/11		£870	£850	£20	£16	£1,060	£1,060	15	9	0
31/07/10		£909	£818	£91	£15	£986	£986	14.5	8	0
31/07/09		£877	£839	£38	£13	£764	£764	10.9	8	0
31/07/08		£847	£642	£205	£23	£813	£813	15.2	7	0
31/07/07		£786	£615	£171	£44	£642	£642	12.5	7	0
31/07/06		£634	£460	£175	n/a	n/a	n/a	n/a	n/a	n/a
31/07/05	*	£636	£576	£60	n/a	n/a	n/a	n/a	n/a	n/a
31/07/04		£592	£491	£101	n/a	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: 6%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 15%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1.6

Asset Split ?

Balance Sheet History

Established: 28 years

http://www.ukmt.org.uk

enquiry@ukmt.org.uk

01133432339

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 41-72

DR ANDREW CATES Appointed: 2023, Occupation: College Bursar

DR DAVID BOBKER Appointed: 2024, Occupation: Management Consultant

DR GEOFFREY SMITH Appointed: 2023

DR JAMES DONALD CRANCH Appointed: 2021, Occupation: Professor

DR MARIA-AVA LOBO-YEO Appointed: 2022, Occupation: Retired

DR VESNA KADELBURG Appointed: 2023, Occupation: Teacher

MARY WIMBURY Appointed: 2022, Occupation: Chief Executive

STEPHEN MULLIGAN Appointed: 2023, Occupation: Head Teacher

TRICIA LUNEL Appointed: 2022, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 11/11/1996, number: 1059125
Registered at Companies House on 30/10/1996, number: 03271283

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 1 days late, AR05: 72 days late,

Main office

United Kingdom Mathematics Trust
4100 Park Approach
LEEDS
LS15 8GB

Objectives

The Charity is established to advance the education of children and young people in mathematics and in particular but without prejudice to the generality of the foregoing by organising and running mathematics competitions.Nothing in the Articles shall authorise an application of the property of the Charity for purposes which are not charitable in accordance with section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and/or section 2 of the Charities Act (Northern Ireland) 2008.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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