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2024-08-31-accounts

Post-Keynesian Economics Society

Report of the Trustees for the year ended 31 August 2023

In 2023, the Society formally became a Charitable Incorporated Organisation (CIO), building upon its legacy as the Post Keynesian Study Group (PKSG), founded in 1988.

Membership in the Society is open to all individuals with an interest in Post-Keynesian economics, regardless of location. Members are entitled to participate in Society activities, submit working papers, post to the mailing list, and access the Review of Keynesian Economics (ROKE) online.

Objectives and activities

Charitable Objective

The objective of The Post-Keynesian Economics Society (PKES) as set out in its governing document are:

“To advance the education of the public in general (and particularly amongst social scientists) on the subject of economics (and particularly Post-Keynesian economics) and to promote research for the public benefit in all aspects of that subject and to publish the useful results.”

While the majority of physical events take place in the UK, the Society’s digital activities—such as the mailing list and Working Paper Series—extend its reach globally and play a vital role in strengthening international Post-Keynesian networks. This helps ensure that the CIO’s educational and research-based mission benefits a wide and diverse public.

Aims and Activities for the Public Benefit

The PKES is a scholarly organisation committed to advancing the study, development, and dissemination of Post-Keynesian economics. In fulfilling its charitable aims, the Society has had due regard to the Charity Commission’s guidance on public benefit. Its core mission is to:

Post-Keynesian economics offers a distinctive and policy-relevant approach to understanding the economy. It focuses on real-world complexity, historical time, uncertainty, institutions, income distribution, and effective demand. PKES promotes this pluralistic and applied economic perspective as a counterbalance to dominant theoretical frameworks.

PKES also seeks to harness the usefulness of Post-Keynesian analysis for broader social purposes—such as enhancing public understanding of economic issues, contributing to sound and equitable policy debates, and fostering theoretical pluralism and real-world orientation in economics education.

Main Activities

To fulfil these objectives, PKES carries out a wide range of educational and research-supporting activities. Most of the activities are publicly announced and documented on the organisation's website: https://www.postkeynesian.net/ .

Core activities of the PKES include:

These activities are designed to promote intellectual development, community-building, and public benefit, both within the UK and internationally.

Achievements and performance

During the reporting year, PKES successfully delivered a number of key activities aligned with its charitable purposes.

Events and Research Dissemination

Economics, supporting visibility and engagement of Post-Keynesian research within broader academic networks.

Support for Young Scholars

Structure, governance and management

PKES is a Charitable Incorporated Organisation (CIO), registered with the Charity Commission for England and Wales (Charity number: 1205314). It is governed by a written constitution, adopted upon incorporation in 2023.

The governance and strategic direction of PKES is the responsibility of the charity trustees, who collectively form the formal governing body of the organisation under charity law. The trustees are responsible for managing the affairs of the CIO and are empowered to exercise all of its powers in furtherance of its charitable objectives. Trustees are required to carry out their duties in good faith, using such care and skill as is reasonable, and with regard to any specialist knowledge they hold.

Trustee Appointment and Terms

All charity trustees must be natural persons aged 18 or over. The constitution requires a

minimum of three trustees and allows for a maximum of twelve. The first trustees of the CIO are

the elected members of the PKES Committee, which has served as the de facto governing body of the Society. These initial trustees were appointed for two-year terms.

Subsequent trustees are appointed by resolution at a properly convened meeting of the charity trustees and normally serve three-year terms. Retiring trustees are eligible for reappointment. In making appointments, the board considers the skills, knowledge and experience required for the effective administration of PKES. New trustees receive a copy of the current constitution and the latest Trustees’ Annual Report and financial statements upon appointment.

The PKES Committee

The PKES Committee plays a central operational and advisory role within the organisation. It currently consists of a Chair, Secretary, six other elected members, and up to four co-opted members. Elected Committee members currently also serve as the charity’s trustees, and are responsible for delivering the charity’s activities in line with its objectives.

Each committee member takes on specific responsibilities, such as:

The Committee meets approximately once per quarter, either online or in person. At least one meeting per year takes place in person. Decisions are taken by consensus where possible or by majority vote when necessary. All significant decisions affecting the CIO are made by or with the agreement of the trustees, in accordance with the constitution.

Meetings and Decision-Making

Trustees may call meetings as required, and these may be held either in person or via suitable electronic means. The quorum for trustee meetings is two trustees or one-third of the total number of serving trustees, whichever is greater.

Resolutions may be passed at meetings or agreed in writing (including electronically) by a majority of trustees. In the event of a tie, the chair of the meeting has a casting vote.

Delegation

The trustees may delegate specific functions to committees or individuals, provided that at least one trustee is involved in any such group. All delegated actions must be reported back to the trustees in a timely manner, and delegation arrangements are reviewed periodically to ensure they remain fit for purpose.

Associate Membership

PKES is a membership-based scholarly society that welcomes individuals who are engaged in or have completed academic work in the field of economics. Associate membership (hereafter ‘membership’ or ‘members’) is open to any published scholar or student affiliated with a university or other relevant institution, or to those who hold a research degree in economics. While membership is not required to attend events or receive email from the PKES mailing list, it provides additional benefits and helps support the Society’s activities.

The benefits of membership include:

The annual membership fee is £25, reduced to £10 for students or retired members.

Subscriptions are adjusted pro rata (with a 20% reduction per elapsed quarter) for those joining part-way through the year.

Membership subscriptions provide a modest but important source of income to PKES, supporting its charitable mission of advancing education and research in Post-Keynesian economics. Membership income contributes to the Society’s capacity to deliver educational and research activities, including its summer school, PhD conference, and working paper series.

Associate Membership trends in 2025

In 2025, PKES maintained a stable and engaged membership base. As of the end of the reporting period, the Society had around 400 formal members, including around 200 student members, reflecting continued interest among early-career researchers in the Post-Keynesian tradition. Membership remained international in character, with scholars based across Europe, North and South America, Asia, and Africa. In addition to formal members, the Society's announcement mailing list included over 800 subscribers, providing a wide reach for research dissemination and announcements.

Reference and administrative details

Charity Name

Post Keynesian Economics Society

Charity Registration Number

1205314

Address:

Flat E, Chester House 25 Wickham Road London SE4 1PL

Board of Trustees

Dr Jo Michell Dr Alexander Guschanski Dr Maria Nikolaidi Dr Annina Kaltenbrunner Dr Ewa Karwowski Dr Karsten Kohler Dr Yannis Dafermos Dr Christina Wolf

Financial review

Receipts: In the period 19 October 2023 to 31 August 2024, PKES had total income of £1,460 of which £553 came from subscription income and £908 from the sale of books that had belonged to Professor Victoria Chick. The sale of these books was organised by Dr Geoff Tily, and proceeds were donated to PKES. Subscription income was low during this period because PKES moved it’s subscription payment request date from January to September, so the payment request date did not fall in the accounting period. This will not be the case in future periods.

Payments: PKES had total expenditure of £5,120 during the accounting period. Almost half was accounted for by a workshop in honour of Victorua Chick at SOAS, University of London. The remaining expenditure covered the costs of running PKES’ main events – the annual workshop, PhD conference and summer school – as well as the costs of maintaining the website.

Cash funds: At the end of the period, PKES had cash reserves of £14,926. PKES aims to hold reserves of a minimum of around £5,000, enough to cover around two years of or core activities. During the pandemic, when in-person activities were not possible, PKES accumulated additional cash reserves. PKES core subscription income of around £2,500 per year remains fairly stable (although most is not included in this year’s accounts as noted above).

Besides these cash funds, PKES did not hold any other financial assets during or at the end of the reporting period.

Exemptions from disclosure

PKES trustees do not require any exemptions from disclosure.

Funds held as custodian trustee on behalf of others

PKES does not hold any funds as custodian trustee on behalf of others.

Plans for future periods

In the coming year, PKES plans to strengthen and expand its activities in line with its charitable objectives, with a particular emphasis on inclusivity, accessibility, and academic engagement. Key initiatives for 2023-24 and future periods include:

These plans reflect PKES’s core values of intellectual pluralism, critical engagement with realworld economic issues, and the promotion of inclusive and accessible academic spaces.

Post-Keynesian Economics Society Post-Keynesian Economics Society Post-Keynesian Economics Society Post-Keynesian Economics Society Post-Keynesian Economics Society No (if any) No (if any) No (if any) CC16a
For the period
from
Period start date
19-Oct-23
To Period end date
31-Aug-24
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
Restricted funds
to the nearest £
Endowment
funds
to the nearest £
Total funds
to the nearest £
Last year
to the nearest £
Subscription income 553
-
908-
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
553-
-
3,365-
Book sale -
908-
-
--
-
--
-
908-
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
Sub total(Gross income for AR) -
1,461-
-
--
-
--
-
1,461-
-
3,365-
A2 Asset and investment sales, (see
table).
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
Sub total
Total receipts
A3 Payments
-
--
-
--
-
--
-
--
-
--
-
1,461-
-
--
-
--
-
1,461-
-
3,365-
Annual general meeting -
516-
-
--
-
--
-
516-
-
--
Event in honour of Vicky Chick -
2,386-
-
--
-
--
-
2,386-
-
--
Annual workshop (SOAS) -
936-
-
--
-
--
-
936-
-
986-
A2 Asset and investment sales, (see
table).
- -- - -- - --
- -- - -- - -- - -- - --
Sub total - -- - -- - -- - -- - --
**Total receipts ** - 1,461- - -- - -- - 1,461- - 3,365-
A3 Payments
Annual general meeting - 516- - -- - -- - 516- - --
Event in honour of Vicky Chick - 2,386- - -- - -- - 2,386- - --
Annual workshop (SOAS) - 936- - -- - -- - 936- - 986-

CCXX R1 accounts (SS)

6/30/2025

1

PhD publication workshop - 714- - -- - -- - 714- - 220-
Website - 468- - -- - -- - 468- - 672-
Consultation fee - 100- - -- - -- - 100- - --
- -- - -- - -- - -- - --
- -- - -- - -- - -- - --
- -- - -- - -- - -- - --
**Sub total ** - 5,120- - -- - -- - 5,120- - 1,878-
A4 Asset and investment
purchases, (see table)
- -- - -- - -- - --
- -- - -- - -- - --
**Sub total ** - -- - -- - -- - --
**Total payments ** - 5,120- - -- - -- - 5,120- - 1,878-
**Net of receipts/(payments) ** - 3,659- - -- - -- - 3,659- - 1,488-
A5 Transfers between funds - -- - -- - -- - -- - --
A6 Cash funds last year end - 18,585- - -- - -- - 18,585- - 17,097-
**Cash funds this year end ** - 14,926- - -- - -- - 14,926- - 18,585-

Section B Statement of assets and liabilities at the end of the period

Unrestricted Restricted funds Restricted funds Endowment
Categories Details funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Bank deposits and funds in Paypal account - 14,926- - -- - --
- -- - -- - --
- -- - -- - --
Total cash funds - 14,926- - -- - --
(agree balances with receipts and payments account
(s))
OK OK OK

CCXX R2 accounts (SS)

6/30/2025

2

B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the
charity’s own use
Details Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Endowment
funds
to nearest £
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--
Current value
(optional)
-
--
-
--
-
--
-
--
-
--
Current value
(optional)
-
--
-
--
-
--
-
--
-
--
-
--
-
--
-
--

CCXX R3 accounts (SS)

6/30/2025

3

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

- -- - --
Fund to which Amount due When due
Details liability relates (optional) (optional)
- --
- --
- --
- --
- --
Signature Print Name Date of approval
Ewa Karwowski Ewa Karwowski 26 June 2025
Jo Michell Jo Michell
26 June 2025

CCXX R4 accounts (SS)

6/30/2025

4