THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH
The object of the Institute is to advance the education of the public in general on the workings of modern economies, particularly but not exclusively to increase understanding of the linkages between banks (which issue money) and the rest of the economy. The Institute organizes research conferences, promotes research (both written and online), and supports the educational work of the University.,
Objects
THE OBJECTS OF THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH ARE:-TO ADVANCE THE EDUCATION OF THE PUBLIC IN GENERAL OF THE WORKINGS OF MODERN ECONOMIES AND COMPLEX FINANCIAL SYSTEMS PARTICULARLY BUT NOT EXCLUSIVELY TO INCREASE UNDERSTANDING OF THE LINKAGES BETWEEN BANKS AND THE REST OF THE ECONOMY AND TO PROMOTE RESEARCH FOR THE PUBLIC BENEFIT IN ALL ASPECTS OF THOSE SUBJECTS PARTICULARLY BUT NOT EXCLUSIVELY IN MONETARY ECONOMICS AND MACROECONOMICS BOTH IN GENERAL AND MORE SPECIFICALLY TO INCREASE UNDERSTANDING OF THE LINKAGES BETWEEN BANKING DEVELOPMENTS AND MACROECONOMIC OUTCOMES AND TO PUBLISH THE USEFUL RESULTS.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net surplus of £15,320 for the year ended 31 December 2025, with total unrestricted funds increasing to £228,111. The trustees confirm that the charity is well-established and has sufficient cash resources to continue operating effectively.
What the accounts disclose
“During the year the charity generated income of £190,278.88 (2024: £243,579) which includes donations of £132,289 (2024: £136,122).” — page 3
“Our policy is to hold on short term deposit sufficient funds to cover total expenditure for one year, with a minimum equal to half annual expenditure.” — page 5
“Professor T Congdon CBE, Chairman of the Trustees donated £120,000 (2024:£120,000) during the period : Page |12” — page 13
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2022 (received 02/11/2023, 2 days after the 31/10/2023 due date).
Trustees
- PROFESSOR TIM CONGDON CBEchair
- Brandon James Davies
- MRS VENETIA CONGDON -JOHANNES
- PROFESSOR MARTIN JOHN RICKETTS
- PROFESSOR TERENCE KEALEY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £200k | £184k |
| 31/12/2024 | £208k | £197k |
| 31/12/2023 | £244k | £239k |
| 31/12/2022 | £257k | £217k |
| 31/12/2021 | £259k | £208k |
Common questions
Is THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net surplus of £15,320 for the year ended 31 December 2025, with total unrestricted funds increasing to £228,111. The trustees confirm that the charity is well-established and has sufficient cash resources to continue operating effectively. Its FY2025 accounts were independently examined.
Who funds THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH?
Funders whose own accounts filings name THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH as a grant recipient include AL Philanthropies, THE SIR JOHN RITBLAT FAMILY FOUNDATION, THE SANDERSON FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| AL Philanthropies | FY2022 | £25k | |
| THE SIR JOHN RITBLAT FAMILY FOUNDATION | FY2025 | £25k | |
| THE SANDERSON FOUNDATION | FY2022 | £10k | |
| THE SIR JOHN RITBLAT FAMILY FOUNDATION | FY2024 | £5k | |
| AL Philanthropies | FY2023 | £1k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NUFFIELD FOUNDATION | 2 | £1.3m |
| THE GATSBY CHARITABLE FOUNDATION | 1 | £24.8m |
| MONEY ADVICE TRUST | 1 | £289k |
| FOUNDATIONS - WHAT WORKS CENTRE FOR CHILDREN AND FAMILIES | 1 | £135k |
| THE OVO CHARITABLE FOUNDATION | 1 | £37k |
| MOYNITRUST | 1 | £15k |
| UNITED UTILITIES TRUST FUND | 1 | £9k |
Charities like this
- INSTITUTE FOR EMPLOYMENT STUDIES
- THE NATIONAL INSTITUTE OF ECONOMIC AND SOCIAL RESEARCH
- INSTITUTE FOR GOVERNMENT
- INSTITUTE OF MONEY ADVISERS
- INSTITUTE OF MANAGEMENT SERVICES
- THE MONEY MACRO AND FINANCE SOCIETY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE INSTITUTE OF INTERNATIONAL MONETARY RESEARCH | £200k | — | 0 | unclear | — | no doubt |
| INSTITUTE FOR EMPLOYMENT STUDIES | £4.1m | — | — | unclear | — | no doubt |
| THE NATIONAL INSTITUTE OF ECONOMIC AND SOCIAL RESEARCH | £3.3m | — | — | below | — | no doubt |
| INSTITUTE FOR GOVERNMENT | £6.9m | £240,000 - £249,999 | — | below | — | no doubt |
| INSTITUTE OF MONEY ADVISERS | £693k | — | — | unclear | — | no doubt |
| INSTITUTE OF MANAGEMENT SERVICES | £65k | — | 0 | above | — | no doubt |