THE SOCIAL MOBILITY FOUNDATION
The Social Mobility Foundation is a charity that helps talented young people 16-25 from low-income backgrounds achieve their potential. Our programmes offer mentoring, university and job application support, skills and careers advice and work experience. We advocate and campaign for social mobility and undertake research including the annual Social Mobility Employers Index.
Objects
The Charity’s objects (the “Objects”) are to advance the education of disadvantaged young people in the United Kingdom in particular, but not exclusively by:3.1.1 affording opportunities to obtain internships and other work experience with organisations working in the professions and the fields of commerce, banking, financial services, industry and administration or such other fields as the Trustees in their absolute discretion see fit; and3.1.2 advising and assisting young people to enter and progress in careers in the professions and the fields of commerce, banking, financial services, industry and administration or such other fields as the Trustees in their absolute discretion see fit.
Financial health, per its FY2025 accounts
The accounts state that the charity returned to a surplus of £154,008 for the year ended 30 September 2025, with total income of £3,267,972 against expenditure of £3,113,964. Per the trustees' report, unrestricted reserves were £544,880, which is below the stated policy target of approximately £695,000 (2.5 months of running costs). The trustees confirmed adequate resources for the foreseeable future with no material uncertainties identified.
What the accounts disclose
“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2025 No. 2” — page 33
“The Trustees aim to maintain a level of unrestricted reserves sufficient to cover 2.5 months running costs of the Charity - at the current operating budget this is approximately £695,000.” — page 11
Policies the charity declares
- 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
- Investing charity funds policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/09/2025
- Volunteers: 2,000
- Government income: £276,200 — contracts £7,200 (5), grants £269,000 (1); 8% of the £3,267,972 total gross income on the same return
- Employees paid over £60,000: 3 (£60,001–£70,000: 2; £90,001–£100,000: 1)
Self-declared on the annual return for the financial year ending 30/09/2024
- Volunteers: 2,200
- Government income: £263,500 — contracts £7,500 (6), grants £256,000 (1); 8% of the £3,239,062 total gross income on the same return
- Employees paid over £60,000: 4 (£60,001–£70,000: 3; £80,001–£90,000: 1)
Self-declared on the annual return for the financial year ending 30/09/2023
- Volunteers: 2,200
- Government income: £256,000 — contracts £14,000 (15), grants £242,000 (1); 10% of the £2,528,870 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £80,001–£90,000: 1)
Corporate structure
- Registered company of the charity Companies House 05488354
Leadership, per the charity’s website
- Sarah Atkinson — Chief Executive Officer
- Alan Milburn — Chair
Company officers (Companies House)
- KETT, Paul Michael on trustee list
- MILLER, Elizabeth Jane, Dr on trustee list
- RAILTON, Nigel on trustee list
- ROCKHILL, Tom Peter on trustee list
- OWEN, Ruth Elizabeth on trustee list
- DAWSON, Fiona Eleanor on trustee list
- RODHAM, Benjamin John on trustee list
- DOHERTY, Ann Teresa on trustee list
- ATKINSON, Sarah Elizabeth
Structured financials (annual return, FY ending 30/09/2025)
Register events
- Received assets from another charity (05/01/2026)
Trustees
- Nigel Railtonchair
- Ann Doherty
- Benjamin John Rodham
- Dr Elizabeth Jane Miller
- Fiona Dawson
- Lee Edward Cain
- Namrata Patel
- Paul Michael Kett
- Ruth Elizabeth Owen
- Tom Peter Rockhill
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £3.3m | £3.1m |
| 30/09/2024 | £3.2m | £3.6m |
| 30/09/2023 | £2.5m | £3.4m |
| 30/09/2022 | £2.8m | £2.6m |
| 30/09/2021 | £2.5m | £1.8m |
Common questions
Is THE SOCIAL MOBILITY FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity returned to a surplus of £154,008 for the year ended 30 September 2025, with total income of £3,267,972 against expenditure of £3,113,964. Per the trustees' report, unrestricted reserves were £544,880, which is below the stated policy target of approximately £695,000 (2.5 months of running costs). The trustees confirmed adequate resources for the foreseeable future with no material uncertainties identified. Its FY2025 accounts were audited by Goodman Jones LLP.
Who funds THE SOCIAL MOBILITY FOUNDATION?
Funders whose own accounts filings name THE SOCIAL MOBILITY FOUNDATION as a grant recipient include THE PWC FOUNDATION, THE DULVERTON TRUST, THE STEVE MORGAN FOUNDATION, THE PA FOUNDATION, OVE ARUP PARTNERSHIP CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PWC FOUNDATION | FY2023 | £102k | social inclusion through social mobility |
| THE DULVERTON TRUST | FY2024 | £80k | |
| THE STEVE MORGAN FOUNDATION | FY2021 | £75k | Regional Grants > £50K |
| THE PA FOUNDATION | FY2025 | £75k | |
| THE PWC FOUNDATION | FY2025 | £74k | social mobility |
| OVE ARUP PARTNERSHIP CHARITABLE TRUST | FY2022 | £60k | |
| THE PWC FOUNDATION | FY2024 | £55k | social mobility |
| THE PWC FOUNDATION | FY2022 | £47k | social mobility |
| THE DULVERTON TRUST | FY2023 | £40k | SMF Core Funding 2022 |
| BGF FOUNDATION | FY2025 | £38k | Partnership Grants |
| DRAPERS CHARITABLE FUND | FY2025 | £25k | Aspiring Professionals Programme in Greater London |
| The Portal Trust | FY2025 | £25k | APP |
| THE ESPRIT FOUNDATION | FY2024 | £25k | development and delivery of the SMF’s Aspiring Professionals Programme |
| The Portal Trust | FY2023 | £25k | Aspiring Professionals Programme - inner London |
| IAN AND SANTA GASCOIGNE CHARITABLE FOUNDATION | FY2025 | £20k | Unrestricted |
| OVE ARUP PARTNERSHIP CHARITABLE TRUST | FY2025 | £16k | |
| OVE ARUP PARTNERSHIP CHARITABLE TRUST | FY2024 | £14k | |
| THE HOBSON CHARITY LIMITED | FY2025 | £7k | Youth |
| THE CHARLES AND ELSIE SYKES TRUST | FY2025 | £5k | Towards The Aspiring Professionals Programme Leeds and West Yorkshire supporting 90 disadvantaged young people aged 16-25 in Leeds and across West Yorkshire. |
| CHARTERED ACCOUNTANTS' LIVERY CHARITY | FY2022 | £3k | Other grants |
| THE DAVID FAMILY FOUNDATION | FY2021 | £3k | |
| THE CHILDHOOD TRUST | FY2023 | £3k | |
| OVE ARUP PARTNERSHIP CHARITABLE TRUST | FY2023 | £2k | |
| THE EDGAR E LAWLEY FOUNDATION | FY2023 | £2k | |
| CHARTERED ACCOUNTANTS' LIVERY CHARITY | FY2023 | amount not stated | Other grants |
| THE HAINSFORD CHARITABLE FOUNDATION | FY2024 | amount not stated | opportunities, and networks of support for 16–17-year-olds |
| THE HAINSFORD CHARITABLE FOUNDATION | FY2023 | amount not stated | make practical improvements in social mobility for young people |
| THE GRANT THORNTON FOUNDATION | FY2026 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Community Foundation North East | 11/08/2022 | £23k | Grant to The Social Mobility Foundation |
| Community Foundation North East | 22/02/2019 | £19k | To support the 'Guy Readman Rising Stars'on the Aspiring Professionals Programme |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MOTABILITY | 1 | £715k |
| The Teesside Charity | 1 | £45k |
| The AVOCADO Foundation | 1 | £20k |
| PARACLETOS | 1 | £15k |
| KARIN BRASS MEMORIAL FUND | 1 | £10k |
| SOCIETE GENERALE UK FOUNDATION | 1 | £6k |
| THE STRANGWARD TRUST | 1 | £6k |
| EAST END COMMUNITY FOUNDATION | 1 | £5k |
Charities like this
- THE MOVE PARTNERSHIP
- THE TALENT FOUNDRY TRUST
- BRIDGING BARRIERS
- DRIVING MOBILITY
- VISION25
- Legal Social Mobility Fund
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SOCIAL MOBILITY FOUNDATION | £3.3m | — | 2 | unclear | — | no doubt |
| THE MOVE PARTNERSHIP | £172k | — | 0 | unclear | — | no doubt |
| THE TALENT FOUNDRY TRUST | £2.0m | — | — | within | — | no doubt |
| BRIDGING BARRIERS | £145k | — | — | unclear | — | no doubt |
| DRIVING MOBILITY | £2.0m | — | 0 | unclear | — | no doubt |
| VISION25 | £942k | — | 0 | below | — | no doubt |