Finance Score: -4

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 2

THE UNIVERSITY OF NOTRE DAME (USA) IN ENGLAND

The University of Notre Dame (USA) in England exists to provide students with a period of study as well as supporting scholarly research and engagement in England. The University operates the following main programmes at its facility: the London Undergraduate programme, the London Law programme, and summer undergraduate and graduate programmes.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £39,514,105 available, equivalent to 70 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

Established: 21 years

london.nd.edu

london@nd.edu

0015746316401

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
30/06/22		£5,592	£6,820	£-1,228	£0	£39,514	£39,514	69.5	35
30/06/21		£3,622	£4,590	£-968	£0	£40,742	£40,742	106.5	34
30/06/20		£5,652	£5,948	£-296	£0	£41,710	£41,710	84.1	56
30/06/19		£5,302	£6,536	£-1,234	£0	£42,006	£42,006	77.1	57
30/06/18		£5,798	£6,210	£-412	£0	£43,240	£43,240	83.6	57
30/06/17		£6,941	£6,166	£775	£0	£43,651	£43,651	84.9	57
30/06/16		£9,182	£7,493	£1,690	£0	£42,877	£42,877	68.7	56
30/06/15		£8,280	£6,801	£1,479	£48	£41,204	£41,204	72.7	59
30/06/14		£5,702	£6,156	£-454	£53	£39,725	£39,725	77.4	53
30/06/13		£4,412	£5,609	£-1,197	£67	£40,179	£40,179	86	48
30/06/12		£43,132	£5,950	£37,182	£59	£41,376	£41,376	83.4	51
30/06/11	*	£5,337	£5,567	£-230	£70	£4,194	£4,194	9	59
30/06/10		£4,952	£4,641	£310	£56	£4,424	£4,424	11.4	60
30/06/09		£4,440	£4,551	£-111	£62	£4,114	£4,114	10.8	60
30/06/08	*	£3,759	£4,407	£-649	£43	£4,225	£4,225	11.5	64
30/06/07		£3,648	£3,942	£-294	£128	£4,373	£4,373	13.3	57
30/06/06	*	£4,177	£3,944	£233	£0	£0	£0	n/a	0
30/06/05	*	£3,706	£3,886	£-179	£0	£0	£0	n/a	0
30/06/04		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 2%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 69.5 months
Net Current Assets/Spending: 0 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

City Of Westminster, Lambeth,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who works here?

35 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 39-65

CLAIRE O'MALLEY Appointed: 2023

MARINA ZAVOLOCK Appointed: 2022, Occupation: Equity Research Analyst

ANDREW PALUF Appointed: 2006, Occupation: Certified Public Accountant

GILBERT COLE Appointed: 2019, Occupation: Dean And Professor Of Law

JOHN CARL HAHN Appointed: 2006, Occupation: Investor

MICHAEL EDWIN PIPPENGER Appointed: 2016, Occupation: University Administrator And Professor

SHANNON CULLINAN (Chair) Appointed: 2019, Occupation: University Administrator

WILLIAM JAMES KENNEDY Appointed: 2014, Occupation: Portfolio Manager

BERNARD BRENNINKMEIJER Appointed: 2022, Occupation: Investor, Other trusteeship: ROKEBY EDUCATIONAL TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 21/07/2003, number: 1098673
Registered at Companies House on 29/05/2003, number: 04780870

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR11: 1 days late, AR08: 5 days late, AR06: 149 days late, AR05: 519 days late,

Main office

CONTROLLER'S OFFICE
805 GRACE HALL
NOTRE DAME
INDIANA
46556

Objectives

TO ADVANCE EDUCATION BY SUCH MEANS AS ARE CHARITABLE AND IN PARTICULAR TO ADVANCE AND SUPPORT THE EDUCATIONAL ACTIVITIES IN THE UNITED KINGDOM OF THE UNIVERSITY OF NOTRE DAME DU LAC OF SOUTH BEND INDIANA USA

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE UNITED KINGDOM

Data Sources