Finance Score: -1

Governance Score: 1

Support Score: 3

Spending falling: -1

No volunteer policy: -2
No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 3

UKSG

UKSG organises an annual conference, seminars and training courses. These are open to all but UKSG members attend at a discounted fee. It produces an open access online journal, 'Insights', three times a year, as well as a fortnightly e-newsletter. It also carries out research projects for the benefit of its members.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board has little diversity in terms of age

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period

Established: 22 years

www.uksg.org

bev@uksg.org

01993848235

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£647	£536	£110	£0	£524	£524	11.7	5	44
31/12/21	£365	£268	£97	n/a	n/a	n/a	n/a	n/a	33
31/12/20	£196	£424	£-228	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£695	£592	£104	£0	£545	£545	11	6	40
31/12/18	£717	£792	£-75	£0	£441	£441	6.7	7	42
31/12/17	£738	£923	£-186	£0	£516	£516	6.7	5	0
31/12/16	£750	£813	£-63	£0	£702	£702	10.4	4	0
31/12/15	£790	£683	£107	£28	£765	£765	13.4	3	0
31/12/14	£809	£637	£172	£23	£658	£658	12.4	3	0
31/12/13	£753	£629	£124	£25	£485	£485	9.3	3	0
31/12/12	£663	£543	£119	£22	£362	£362	8	3	0
31/12/11	£539	£511	£28	£14	£242	£242	5.7	2	0
31/12/10	£472	£539	£-67	£0	£0	£0	n/a	0	0
31/12/09	£515	£499	£16	£16	£282	£239	5.7	2	0
31/12/08	£442	£407	£35	£0	£0	£0	n/a	0	0
31/12/07	£437	£468	£-31	£0	£0	£0	n/a	0	0
31/12/06	£401	£417	£-16	£0	£0	£0	n/a	0	0
31/12/05	£345	£316	£29	£0	£0	£0	n/a	0	0
31/12/04	£348	£308	£40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 45%
Liabilities/Income: 67%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 11.7 months
Net Current Assets/Spending: 12 months
Quick Ratio: 1.9

Asset Split ?

Listed activities

Education/Training

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

5 employees
44 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-51

ANA MAGALY BASCONES DOMINGUEZ Appointed: 2024

BETHANY CLAIRE LOGAN Appointed: 2023, Occupation: Librarian

CHARLIE RAPPLE Appointed: 2007, Occupation: Marketing Manager

JENNIFER BIBI BAYJOO Appointed: 2024, Occupation: Librarian

JOANNA ELIZABETH BALL Appointed: 2018, Occupation: Librarian

JOSHUA SIMBAI AARON SENDALL Appointed: 2022, Occupation: Librarian

KATHERINE ROSE Appointed: 2018, Occupation: Librarian

LIAM EDWARD ALEXANDER LAURENCE BULLINGHAM Appointed: 2023, Occupation: Librarian

NATASHA LOUIZA MELLINS-COHEN Appointed: 2021, Occupation: Management Consultant

ROBERT FITZHUGH JOHNSON Appointed: 2021, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 26/09/2002, number: 1093946
Registered at Companies House on 23/01/2001, number: 04145775

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; all on time

Main office

Witney Business & Innovation Centre
Windrush House
Windrush Park Road
WITNEY
OX29 7DX

Objectives

THE ADVANCEMENT OF EDUCATION IN THE ART AND SCIENCE OF LIBRARIANSHIP AND DATA RECALL WITH PARTICULAR REFERENCE TO THE MANAGEMENT AND CLASSIFICATION OF SERIALS AND SIMILAR PERIODICALS, BOTH NATIONALLY AND INTERNATIONALLY, AND THE CONDUCT OF RESEARCH INTO THE SAID SUBJECT, AND TO PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH;

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE UNITED KINGDOM AND IRELAND

Data Sources