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2024-03-31-accounts

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

THE MONEY MACRO AND FINANCE SOCIETY

(A CHARITABLE INCORPORATED ORGANISATION)

FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2024

COMPANY NUMBER: CE019466

REGISTERED CHARITY NUMBER: 1186178

Cound & Co LLP

Chartered Accountants 1 Princes Court Royal Way Loughborough Leics LE11 5XR

Tel: 01509 214163

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

THE MONEY MACRO AND FINANCE SOCIETY

REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

CONTENTS

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 1 -

THE MONEY MACRO AND FINANCE SOCIETY

ANNUAL REPORT OF THE TRUSTEES

The officers present their report along with the financial statements of the charity for the year ended 31 March 2024. The financial statements have been prepared in accordance with the accounting policies set out on page 8 and comply with the Society’s trust deed and applicable law.

REFERENCE AND ADMINISTRATIVE DETAILS:

Charitable Objectives

The advancement of education in the fields of monetary economics, macroeconomics, and financial economics in particular, but not exclusively within the United Kingdom through conferences, public lectures, publications, seminars, workshops and promoting research for the public benefit in all aspects of monetary economics, macroeconomics, and financial economics and publishing the useful results.

Registered Charity Number 1186178

Address: Money Macro and Finance Society, Department of Economics and Related Studies University of York Heslington YO10 5DD

1. Organisational/Governance Structure

The Money Macro and Finance Society's governance structure is as follows:

EXECUTIVE COMMITTEE

The Executive Committee is responsible for the day-to-day running of the MMF Society.

Paul Mizen, King’s College, London, Chairman Laura Coroneo, University of York, Secretary Christoph Gortz, University of Birmingham, Treasurer Simon Price, Essex Business School, Sponsored Events and Research Networks

MEMBERSHIP COMMITTEE

The membership committee consists of the Honorary President, Vice-Presidents and Ordinary Members.

HONORARY PRESIDENT

Sir Dave Ramsden Bank of England HONORARY VICE-PRESIDENTS Wendy Carlin University College London Jagjit Chadha NIESR Alec Chrystal Cass Business School Diane Coyle University of Cambridge Sean Holly University of Cambridge Paul Levine University of Surrey Gulcin Ozkan King's College London Joe Pearlman City University Simon Price University of Essex Peter N Smith University of York

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THE MONEY MACRO AND FINANCE SOCIETY

ANNUAL REPORT OF THE TRUSTEES

ORDINARY COMMITTEE MEMBERS

Saleem Bahaj University College London
Ryan Banerjee Bank for International Settlements (ex-officio)
Paula Bejarano Carbo NIESR
Gianluca Benigno London School of Economics
Arnab Bhattacharjee Heriot-Watt University
Jane Binner University of Birmingham
George Bratsiotis University of Manchester (co-opted, 2024 annual conf)
Cristiano Cantore Sapienza University, Rome
George Chortareas King’s College London
David Cobham Heriot-Watt University
Chris Colvin Queen's University Belfast
Laura Coroneo University of York
Tatiana Damjanovic University of Durham
Sara Eugeni University of Durham
Elisa Faraglia University of Cambridge
Chryssi Giannitsarou University of Cambridge
Claudia Girardone Essex Business School
Christoph Gortz University of Birmingham
Kevin Lee University of Nottingham
Miguel Leon-Ledesma University of Kent
Alexander Mihailov University of Reading
Stephen Millard NIESR
Paul Mizen King’s College London
Francesca Monti Universite Catholique de Louvain and King’s College London
Ivan Petrella Warwick Business School
Ricardo Reis London School of Economics
Paulo Santos Monteiro University of York
Christoph Thoenissen University of Sheffield
John Tsoukalas University of Glasgow
Liliana Varela London School of Economics
Dimitri Vayanos London School of Economics
Tianshu Zhao University of Leicester

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

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THE MONEY MACRO AND FINANCE SOCIETY

ANNUAL REPORT OF THE TRUSTEES

Board of Trustees of the Money, Macro and Finance Society

Board of Trustees of the Money, Macro and Finance Society Board of Trustees of the Money, Macro and Finance Society Board of Trustees of the Money, Macro and Finance Society Board of Trustees of the Money, Macro and Finance Society Board of Trustees of the Money, Macro and Finance Society
Role Name Surname Affiliation Responsibility
Chair of Trustees Peter Smith University of York Investment (chair),
Nominations (chair),
Charity commission relations
Chair of MMF
Executive
Paul Mizen King’s College London Nominations, Annual
Conference (chair), Policy
Conference (chair),
Investment
Secretary of Trustees
and MMF Executive
Laura Coroneo University of York Nominations,
Communications (chair)
Diversity and Inclusion
Treasurer of Trustees
and MMF Executive
(invited to attend)
Christoph Gortz University of
Birmingham
Nominations,
Investment,
Risk committee
Trustee Jagjit Chadha National Institute of
Economics and Social
Research
Risk committee (chair),
Diversity and Inclusion
Trustee Gulcin Ozkan King’s College London PhD Conference (chair),
Communications
Trustee Simon Price University of Essex Sponsored Events,
Research Networks (chair)
Trustee Claudia Girardone University of Essex Diversity and Inclusion (chair)
Trustee
Trustee
Miguel
Sean
Leon-
Ledesma
Holly
University of Kent
University of Cambridge
Risk committee, Research
networks
Overseas Engagement

The Board of Trustees are legally responsible for the MMF Society. The Trustees met twice in this period, at the Annual Meeting on 7[th] September 2023 and on 18[th] June 2024.

All new Trustees receive the Charity Commission’s Information on the responsibilities of Charity Trustees, the Constitution of the Charity, the most recent Annual Report and Statement of Accounts of the Charity. New Trustees receive a briefing and trustee induction pack on appointment, with further training undertaken on an ad-hoc basis, as required.

At the first AGM of the Membership Committee, held in September 2020, all Trustees resigned and an election of new Trustees was held. Trustees serve for three years. Candidates from a list drawn up by the Nominations Committee stood. At subsequent AGMs, one third of Trustees, those longest in office, resigned and an election of new Trustees to serve for three years was held. From 2024, Trustees will resign on completion of their elected term and may re-apply. Candidates from a list drawn up by the Nominations Committee will stand. Any Member may be nominated for election to the Nominations Committee with the support of at least two other Members.

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

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THE MONEY MACRO AND FINANCE SOCIETY

ANNUAL REPORT OF THE TRUSTEES

2. Sub-Committees of the Board of Trustees

Annual Conference

The Society plans to hold an annual conference, usually in September, with presentations from distinguished guest speakers and those who have submitted papers which have been accepted by the organising committee. The Society, and its predecessor organisations (most recently the MMF Research Group), has met annually in the UK since 1969.

The 2023 Annual conference was held at the University of Portsmouth, in an in-person format. The invited speakers were: The invited speakers were: Paul Mizen (King’s College London), Antonella Trigari (Bocconi University), David Miles (Imperial College London, Office for Budget Responsibility) and Lawrence Christiano (Northwestern University). Special sessions on “Nominal price rigidity and the choice of target inflation measure”, “Global banks and non-bank financial intermediaries: Heterogeneities and vulnerabilities”, “Addressing the UK’s record of weak productivity, stagnant living standards and high inequality” were organised by the NIESR, Bank of England and Resolution Foundation/Centre for Economic Performance, respectively. Full details and video recordings of contributions can be found at the conference website: https://www.mmf.ac.uk/conference/2023-conference/

We are grateful to the local organisers and programme committee: EY Oh, Scott Mahadeo, Georgios Magkonis, Joe Cox and Stephen Millard.

The conference in 2024 will be held at the University of Manchester.

Communications

The MMF maintains a website and a JISCMail subscription list for communicating with members and those interested in receiving news from the Society. The MMF has an active Twitter account @MMF_research, a website https://www.mmf.ac.uk/ which offers up-to-date information about upcoming conferences and activities, as well as providing a record of past events and further information about the MMF including a news blog, and a YouTube channel that collects the recordings of our online/hybrid events.

Diversity and Inclusion

As is clearly expressed in our EDI statement, at the MMF we are fully committed to inclusion across race, gender, age, religion, identity, experience and all other protected characteristics. This commitment has been central to all our activities over the past year, including those we have supported. This is also visible in both the programme of the PhD conference, which most recently was held at University of Surrey, and the line-up of the keynotes at our upcoming 2024 annual conference, taking place at the University of Manchester.

We continue to welcome proposals that ensure there is tangible diversity and inclusivity in the programme and will not be funding or publicising events that lack such diversity. Our new policy can be viewed at: https://www.mmf.ac.uk/about/

Investment

The MMF has some limited accumulated funds which it uses to smooth outgoings and income unevenness over time. We have initiated the process of opening an execution-only account with Charles Stanley in order to invest the surplus in a diversified range of low-cost funds. The Investment Committee makes specific proposals to the Trustees as to where best these funds be allocated.

Nominations

This was the third and final year of operation of the replacement of trustees and members on a rotational basis.

Laura Coroneo, Gulcin Ozkan and Paul Mizen have been elected as Trustees. Ryan Banerjee, Paula Bejarano Carbo, Georgios Chortareas, Sara Eugeni, Elisa Faraglia , Chryssi Giannitsarou and Paulo Santos Monteiro have been elected as Committee members.

We thank Chris Colvin for his service.

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

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THE MONEY MACRO AND FINANCE SOCIETY

ANNUAL REPORT OF THE TRUSTEES

Reserves Policy

The purpose of the reserve policy for the Money Macro and Finance Society is to ensure that sufficient funds are available to cover normal operational costs and to provide a measure of protection against large unbudgeted expenditure, whilst also making sure that excessive, unallocated funds do not accumulate.

The Society plans to spend the majority of its regular income on its conference activities and sponsored events.

The Trustees deem it sensible to maintain a balance of one years’ operational costs, which corresponds to approximately £60,000.

The Trustees review the accounts regularly. It is recognised that due to the uncertainty around our annual income, it is necessary to hold a balance greater than £60k as an endowment to supplement other sources of income. This will provide a buffer to maintain our regular commitments.

The level of reserves will be reviewed annually to reflect the perceived risks and budgetary demands of the Society.

Overseas Engagement

A subcommittee is being established involving representatives of international bodies that are similar to the MMF Society and several Committee members. The subcommittee will encourage collaborative ventures between the MMF and international counterparts.

PhD Conference

The Society plans to hold annually a conference for PhD students to present their work and receive feedback from other participants. The Society has held an annual conference for PhD students researching topics in monetary economics, macroeconomics and financial economics, broadly defined, since 2013.

In 2024 the conference was held at the University of Surrey. The local organisers were Ricardo Nunes (University of Surrey), Paul Levine (University of Surrey), Alistair Macaulay (University of Surrey), Michael Kumhof (Bank of England), Stephen Millard (NIESR) and Gulcin Ozkan (King’s College London). The event was hosted by the School of Economics and the Business Scholl at the University of Surrey. There were a very high number of applicants (130) and a high standard of papers selected from that group.

The 2025 PhD conference will take place in Loughborough University.

Policy Advisory

The MMF Society has arranged an annual policy conference in London for a number of years. In 2022 this stream of meetings was re-launched as the Bank of England Watchers' Conference. This Bank Watchers’ conference brings together policymakers, market economists and leading academics to discuss current issues in monetary and financial stability policy with a deliberate focus on the UK. The event is being jointly organised by the Money Macro Finance Society and Qatar Centre for Global Banking and Finance at King’s Business School, King’s College London.

In 2023, the keynote speeches were given by Andrew Hauser (Bank of England) and Tobias Adrian (International Monetary Fund). Panels followed on Monetary Policy, panellists: Silvana Tenreyro (LSE), Rob Wood (Bank of America). Kristin Forbes (MIT); Bank of England accountability, panellists: George Bridges (House of Lords), Kate Barker, Martin Wolf (Financial Times), Labour market dynamics, panellists: Jonathan Haskel (Bank of England), Alan Manning (LSE), Katherine Neiss (PGIM Fixed Income).

The conference was held at the Institution of Engineering and Technology, London and was attended by more than 350 academics, civil servants, Bank officials, market participants, journalists and others.

Full details and video recordings of contributions can be found at the conference website: https://www.mmf.ac.uk/policy/

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 6 -

THE MONEY MACRO AND FINANCE SOCIETY

ANNUAL REPORT OF THE TRUSTEES

Risk

The Trustees give consideration to the major risks facing the MMF and satisfy themselves that systems or procedures are established in order to mitigate these risks. The Risk Committee advises the Trustees on these matters.

In 2020-2021 Covid-19 led to the loss of the main income source - the annual MMF conference. However, in mitigation, the MMF was not committed to any of the usual expenditures on workshops, conferences, PhD support in reduced annual conference fees. There will be some expenditures on Webinar events, but these are very small.

Since 2022, the Annual conferences have resumed, and attendance has exceeded 100 delegates. MMF will monitor the surpluses that the annual conference generates in the light of a) inflationary pressures on costs and b) budgetary restrictions on fees.

The MMF is subject to further governance, financial and operational risks and a risk register is being developed to monitor these risks. The risk register is in draft for the start of 2025.

Sponsored Events

Historically the MMF has supported “seminar committee” part-funded events and occasional one-off events in partnership with others, but in 2022 the decision was made to set up a small number of research networks (RNs), and consequently to use the available funds for these once they were established.

The first RN is on Macroeconomic Policy. Ricardo Reis is the director, and we put together a group of interested participants for a Macro RN comprising Chryssi Giannitsarou, Rustam Jamilov, Alistair Macauley, Paul Mizen, Simon Price, Christoph Thoenissen, Christoph Gortz and John Tsoukalas. Other MMF members have expressed interest. An inperson event in the afternoon of 18[th] October 2023 took place before the annual Maxwell Fry Memorial Lecture in Birmingham, which was given by Sir Charles Bean which was entitled “To QE or not to QE: What have we learned about the usefulness of central bank asset purchases?” Rustam Jamilov and Ricardo Reis hosted an online event on 18[th] January 2024 with four speakers and this was very well attended. Further events are envisaged for the next academic year.

Once the MMF Macro RN has bedded down we will explore the option of starting other RNs in areas of interest to MMF, initially a Finance RN is planned and a preliminary meeting was held in early 2024 to examine the possibilities for the 2024/5 academic year.

Financial Review

The MMF is fully in control of all its reserves. Our 2023-2024 accounts were independently examined by Cound and Co LLP Chartered Accountants and are ready to be submitted to the Charity Commission.

Our accounts are maintained by a bookkeeper on an external accounting platform called ‘Xero’. The annual cost incurred by MMF for managing our accounts, which includes the external examination, software costs and bookkeeper fees, amounted to approximately £5,396 in 2023-24.

Our main source of income remains the fees generated from the Annual Conference. We have a bank balance of £220,077 as of March 2024.

Our P&L for the period financial year 2023-24 and our balance sheet as of 31[st] March 2024 are below. The MMF was registered as a charity on 6[th] November 2019.

On behalf of the Trustees of the Macro, Money and Finance Society

Peter Smith Chairman

29[th] July 2024

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 7 -

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES OF

THE MONEY MACRO AND FINANCE SOCIETY

Independent Examiner's Report to the Trustees of the Money Macro and Finance Society

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2024 which are set out on pages 5 to 8.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008: other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

D R Gradon MA FCA

Cound & Co LLP Chartered Accountants 1 Princes Court Royal Way Loughborough Leics, LE11 5XR 29 July 2024

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 8 -

THE MONEY MACRO AND FINANCE SOCIETY

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE YEAR ENDED 31 MARCH 2024

Receipts:
Conference Sponsorships
Conference Fees charged
Payments:
Charitable activities:
Conference Costs
Sponsorship
Establishment costs
External Conference Costs
Total Payments
Net receipts
Transfers
Net movement in Funds
Reconciliation of Funds:
Total funds brought forward
Surplus for the period
Total funds carried forward
2024
2024
Unrestricted
Restricted
2024
2023
Notes
Funds
Funds
Total
Total
13534
-
13534
5000
33854
-
33854
33201
__



47388
-
47388
38201


__
_
2
30378
-
30378
19207
-
-
-
11719
3
5396
-
5396
3304
-
-
-
-


__
_
35774
-
35774
34230


__
_
11614
-
11614
3971
-
-
-
-
11614
-
11614
3971


__
_
205712
-
205712
201741
11614
-
11614
3971


__
_
217326
-
£217326
£205712


__
____

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 9 -

THE MONEY MACRO AND FINANCE SOCIETY

STATEMENT OF ASSETS AND LIABILITIES AS AT 31 MARCH 2024

2024 2024
Unrestricted Restricted 2024 2023
Note Funds Funds Total Total
CURRENT ASSETS
Debtors 4 - - - 1900
Bank balances 220712 - 220712 218126
______ ______ ______ ______
220712
______
-
______
220712
______
220026
______
CURRENT LIABILITIES
Creditors and Accruals 5 3386
______
-
______
3386
______
14314
______
NET CURRENT ASSETS 217326 - 217326 205712
______ ______ ______ ______
TOTAL NET ASSETS 217326 - 217326 205712
______ ______ ______ ______
FUND BALANCES
Unrestricted Fund 6 217326 - 217326 205712
______ ______ ______ ______
217326
______
-
______
£217326
______
£205712
______

The Financial Statements on pages 5 to 8 were approved by the trustees on 29 July 2024 and signed on their behalf by:

……………………………….. Christoph Gortz Treasurer

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 10 -

THE MONEY MACRO AND FINANCE SOCIETY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

1 ACCOUNTING POLICIES

a) Basis of Preparation of Financial Statements

The Money Macro and Finance Society is a Charitable Incorporated Organisation in England. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity. The address of the registered office is given in the charity information on page 3 of these financial statements.

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act 2011, and UK Generally Accepted Accounting Practice.

The financial statements are prepared on a going concern basis under the historical cost convention. The financial statements are presented in sterling which is the functional currency of the charity and rounded to the nearest £.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

b) Funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes.

All incoming resources are included in the Statement of Financial Activities (SoFA) when the charity is legally entitled to the income after any performance conditions have been met, the amount can be measured reliably and it is probable that the income will be received.

c) Expenditure recognition

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be require and the amount of the obligation can be measure reliably.

2 CONFERENCE COSTS

2024 2024
Unrestricted Restricted 2024 2023
Funds Funds Total Total
Webinar costs - - - -
Venue Costs 25714 - 25714 16018
Prizes 250 - 250 450
Travel expenses 4414 - 4414 2197
Promotion Expenses - - - 542
Telephone Costs - - - -
Consumables - - - -
_____ _____ _____ _____
30378
_____
-
_____
£30378
_____
£19207
_____

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 11 -

THE MONEY MACRO AND FINANCE SOCIETY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

3 ESTABLISHMENT COSTS

4
5
2024
2024
Unrestricted
Restricted
Funds
Funds
Software
2328
-
Administrator
432
-
IT Costs
860
-
Independent Examination Fee
756
-
Bank Fees
1020
-
Stationery
-
-
_

5396
-

_
DEBTORS
2024
2023
Prepaid expenses
£-
£1900


CREDITORS:amounts falling due within one year
2024
2023
Trade Creditors
36
180
Accruals
600
600
Prepaid Conference Fees
2750
13534
_

£3386
£14314
__
_____
2024
Total
2328
432
860
756
1020
-
_
£5396
___
2023
Total
596
432
330
720
906
320
_
£3304
___

6 ANALYSIS OF NET ASSETS BY FUND

2024 2024 2024
Unrestricted Restricted Total
Funds Funds Funds
Fixed Assets - - -
Current Assets 220712 - 220712
Current Liabilities (3386) - (3386)
______ ____ ______
£217326
______
-
____
£217326
______

Docusign Envelope ID: CE1A6DCC-A68F-4801-B774-A92487D09161

- 12 -

THE MONEY MACRO AND FINANCE SOCIETY

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

6 ANALYSIS OF NET ASSETS BY FUND (CONT’D)

2023 2023 2023
Unrestricted Restricted Total
Funds Funds Funds
Fixed Assets - - -
Current Assets 220026 - 220026
Current Liabilities (14314) - (14314)
______ ____ ______
205712
______
-
____
£205712
______

7 RELATED PARTY TRANSACTIONS

The trustees neither received nor waived any remuneration during the period.