Finance Score: -5

Governance Score: 9

Support Score: 3

Low unrestricted reserves: -2
Pension deficit: -1
Multiple Deficits: -2

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

Grant maker support: +3

Overall GiG Score: 7

UK BIOBANK LIMITED

To provide a major genetic resource to assist scientists with research into a variety of diseases and illnesses.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of age and gender 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:

Unrestricted reserves appear to be dangerously low at the latest year end
There is a pension deficit of £5,965,485
On several occasions in recent years income has been less than spending

Established: 20 years

www.ukbiobank.ac.uk

enquiries@ukbiobank.ac.uk

01614755360

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
30/09/22	£40,636	£38,927	£1,709	£0	£13,170	£3,722	1.1	378
30/09/21	£62,733	£63,622	£-888	£0	£11,461	£6,068	1.1	412
30/09/20	£35,194	£39,175	£-3,981	£0	£12,349	£4,167	1.3	250
30/09/19	£44,719	£42,505	£2,214	£0	£16,330	£2,697	0.8	185
30/09/18	£21,366	£17,624	£3,742	£0	£14,116	£3,942	2.7	155
30/09/17	£12,902	£17,780	£-4,878	£0	£10,341	£5,043	3.4	132
30/09/16	£17,169	£13,629	£3,539	£1,697	£15,187	£5,013	4.4	110
30/09/15	£11,764	£19,914	£-8,151	£871	£12,432	£6,332	3.8	107
30/09/14	£16,101	£11,354	£4,747	£753	£20,558	£7,348	7.8	85
30/09/13	£21,785	£15,733	£6,052	£80	£15,812	£8,929	6.8	55
30/09/12	£4,616	£5,161	£-545	£75	£9,699	£9,699	22.6	35
30/09/11	£6,101	£4,158	£1,943	£55	£10,244	£10,244	29.6	21
30/09/10	£8,613	£15,627	£-7,014	£19	£8,301	£8,301	6.4	31
30/09/09	£20,388	£15,077	£5,312	£22	£15,315	£15,315	12.2	38
30/09/08	£14,005	£13,303	£702	£17	£10,003	£10,003	9	30
30/09/07	£10,251	£5,904	£4,346	£26	£9,301	£9,301	18.9	29
30/09/06	£4,751	£4,039	£712	£0	£0	£0	n/a	0
30/09/05	£8,472	£4,355	£4,117	£0	£0	£0	n/a	0
30/09/04	£1,356	£1,231	£125	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 54%
Liabilities/Income: 54%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.4

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Sponsors or undertakes research

Where it operates

Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

378 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department of Health - UK BIO bank
£2,860,000	21/05/2020	First grant paid but some activities not part of original costing possible extension to grant. Need to ensure end of project report is completed and submitted in line with grant agreement. 3140k ....more First grant paid but some activities not part of original costing possible extension to grant. Need to ensure end of project report is completed and submitted in line with grant agreement. 3140k unspent funding.Lee has confrimed that the project has met its policy objectives (25.02.21)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 41-85

DOMINIC DODD Appointed: 2021, Occupation: Director, Other trusteeship: THE KING'S FUND,

DOUG GURR Appointed: 2021, Occupation: Museum Director

DR JOSEPH MCNAMARA Appointed: 2016, Occupation: Research Manager

LORD AJAY KUMAR KAKKAR (Chair) Appointed: 2020, Occupation: Surgeon, Other trusteeships: THE FARMINGTON TRUST LIMITED, FOUNDATION FOR SCIENCE AND TECHNOLOGY, THE CAPRICORN FOUNDATION, THE NORMANDY MEMORIAL TRUST LTD, THE RAMSBURY MANOR FOUNDATION,

NICOLA PERRIN Appointed: 2022, Occupation: Ceo, Association Of Medical Research Charities

PROFESSOR ANNEKE LUCASSEN Appointed: 2018, Occupation: University Professor/Nhs Consultant

PROFESSOR SIR ALEX MARKHAM Appointed: 2017, Occupation: Physician, Professor Of Medicine, Other trusteeship: THE FOULKES FOUNDATION,

PROFESSOR DAME NANCY JANE ROTHWELL Appointed: 2021, Occupation: President And Vice-Chancellor And Professor

PROFESSOR MARTIN BOBROW Appointed: 2016, Occupation: Retired

PROFESSOR SIR MICHAEL FERGUSON Appointed: 2022, Occupation: Scientist

TARIQ KHOKHAR Appointed: 2021, Occupation: Executive, Other trusteeship: DATAKIND (UK) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 30/12/2003, number: 1101332
Registered at Companies House on 28/11/2003, number: 04978912

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; all on time

Main office

UK Biobank Ltd
Unit 1-2
Spectrum Way
Stockport
SK3 0SA

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO PROTECT, PRESERVE AND ADVANCE ALL OR ANY ASPECTS OF THE HEALTH AND WELFARE OF HUMAN BEINGS AND TO ADVANCE AND PROMOTE KNOWLEDGE AND EDUCATION BY ENGAGING IN, ENCOURAGING AND SUPPORTING: 1) INVESTIGATIONS INTO THE SEPARATE AND COMBINED EFFECTS OF GENETIC, ENVIRONMENTAL (INCLUDING LIFESTYLE, PHYSIOLOGICAL AND ENVIRONMENTAL EXPOSURES) AND OTHER FACTORS ON HUMAN HEALTH AND WELFARE AND ON THE RISK AND CAUSATION OF DISEASES IN THE HUMAN POPULATION; (2) THE ESTABLISHMENT, HOLDING, OPERATION, MANAGEMENT, PROMOTION, SUPPORT, EXPANSION, IMPROVEMENT AND SAFEGUARDING OF A COLLECTION OF BIOMEDICAL, BIOCHEMICAL, EPIDEMIOLOGICAL, GENETIC AND OTHER DATA AND BLOOD AND OTHER BIOLOGICAL AND BIOCHEMICAL SAMPLES OBTAINED AND DEVELOPED THROUGH, FOR THE PURPOSE OF AND/OR IN CONNECTION WITH SOME OR ALL OF THE INVESTIGATIONS REFERRED TO IN PARAGRAPH (1) AND PERTAINING TO A COHORT OF HUMAN PARTICIPANTS (DATA AND SAMPLES), FOR USE IN A RESEARCH, KNOWLEDGE AND INFORMATION RESOURCE PROVISIONALLY KNOWN AS THE UK BIOBANK (THE RESOURCE);(3) RESEARCH INTO BIOLOGICAL AND MEDICAL SCIENCES AND OTHER DISCIPLINES WHICH MAY CONTRIBUTE TO THE IMPROVEMENT OF HUMAN HEALTH AND WELFARE(THE BIOSCIENCES); (4) THE DISCOVERY, INVENTION, IMPROVEMENT, DEVELOPMENT AND APPLICATION OF TREATMENTS, CURES, DIAGNOSTICS AND OTHER MEDICINAL AGENTS, METHODS AND PROCESSES THAT MAY IN ANY WAY RELIEVE ILLNESS, DISEASE, DISABILITY OR DISORDERS OF WHATEVER NATURE IN HUMAN BEINGS; AND (5) THE STUDY AND UNDERSTANDING OF ANY OF THE BIOSCIENCES.

Defined Area of Benefit:

NATIONAL

Data Sources