Finance Score: 2

Governance Score: 9

Support Score: 2

Strong growth: +2
No PartB

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

Grant maker support: +2

Overall GiG Score: 13

UNIVERSIFY EDUCATION

Universify Education?s charitable purpose is to address educational inequality. The charity undertakes a year-long intervention for Year 10-11 students from non-selective state schools to increase access to highly selective universities. The intervention includes: A week-long residential summer programme, Monthly one-to-one coaching, online and A 3-day residential Easter revision programme.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/04/23	£453	£415	£38	n/a	n/a	n/a	n/a	n/a	74
30/04/22	£263	£232	£31	n/a	n/a	n/a	n/a	n/a	69
30/04/21	£116	£115	£2	n/a	n/a	n/a	n/a	n/a	79
30/04/20	£218	£209	£9	n/a	n/a	n/a	n/a	n/a	53
30/04/19	£213	£210	£3	n/a	n/a	n/a	n/a	n/a	43
30/04/18	£117	£105	£12	£0	£0	£0	n/a	0	0
30/04/17	£60	£60	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.universifyeducation.com

01865264183

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
74 volunteers

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
Walcot Foundation - Improving the academic attainment of young people in Lambeth
£8,400	23/03/2023	The programme includes two university residentials and monthly 1:1 coaching for low-income Lambeth resident pupils, starting towards the end of Year 10 and working with them through to the end of ....more The programme includes two university residentials and monthly 1:1 coaching for low-income Lambeth resident pupils, starting towards the end of Year 10 and working with them through to the end of Year 11. The aim is that students leave the programme with the skills, knowledge, grades, and self-belief to achieve their potential and move out of disadvantage; they can make more informed decisions about their future and are equipped with the grades to fulfil these decisions. The project will partner with Lambeths secondary schools for a year-long programme that will include a week-long summer residential at Jesus College, University of Oxford, followed by a Spring residential, also at Jesus College, which will focus on GCSE revision. Participants will receive online, monthly, one-to-one coaching with trained Universify volunteers, starting on the summer programme and running up to the completion of their GCSEs in July. Volunteers are current or recent university graduates. The Lambeth schools currently applying to the programme on behalf of students are Trinity Academy, Lambeth Academy, The Norwood School and St Martins-in-the-Fields High School.
Walcot Foundation - Cost of Living Top-Up Grant
£1,500	18/11/2022	Cost of Living Top Up Grant awarded to support small/medium-size organisations with additional costs incurred due to the cost of living crisis.
Walcot Foundation - Improving the academic attainment of young people in Lambeth
£9,342	15/11/2021	The programme includes two university residentials and monthly 1:1 coaching for low-income Lambeth resident pupils, starting towards the end of Year 10 and working with them through to the end of ....more The programme includes two university residentials and monthly 1:1 coaching for low-income Lambeth resident pupils, starting towards the end of Year 10 and working with them through to the end of Year 11. The aim is that students leave the programme with the skills, knowledge, grades, and self-belief to achieve their potential and move out of disadvantage; they can make more informed decisions about their future and are equipped with the grades to fulfil these decisions. The project will partner with Lambeths secondary schools for a year-long programme that will include a week-long summer residential at Jesus College, University of Oxford, followed by a Spring residential, also at Jesus College, which will focus on GCSE revision. Participants will receive online, monthly, one-to-one coaching with trained Universify volunteers, starting on the summer programme and running up to the completion of their GCSEs in July. Volunteers are current or recent university graduates.
The EQ Foundation - Grant to Universify Education
£2,000	15/06/2021	Unrestricted via TFN

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 26-59

AMY LOUISE ELLIS-THOMSPON Appointed: 2023

HELEN CLARE NORMAN Appointed: 2022, Occupation: Centre Leader

JAMES GREGORY Appointed: 2022, Occupation: Assistant Headteacher

MARCO LOGIUDICE Appointed: 2022, Occupation: Chief Product Officer

MARGOT QUEENIE SPRAGUE-DAVIES Appointed: 2024, Occupation: Senior Development Manager

MARY NICHOLSON Appointed: 2018, Occupation: Head Of Responsible Investment

MATTHEW LACEY Appointed: 2017, Occupation: Company Director

STEVEN BARRIE SMITH Appointed: 2023, Occupation: Solicitor

DR STEVE RAYNER Appointed: 2017, Occupation: Senior Tutor, Other trusteeship: THE PRINCIPAL AND FELLOWS OF SOMERVILLE COLLEGE,

HARRY HORTYN (Chair) Appointed: 2016, Occupation: Educationalist

Legal constitution

Charitable company registered in England & Wales on 20/05/2016, number: 1167240
Registered at Companies House on 09/04/2016, number: 10114061

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; all on time

Main office

18 Beaumont Street
Oxford
OX1 2NA

Objectives

TO ADVANCE EQUALITY OF OPPORTUNITY IN EDUCATION IN THE UK AS THE TRUSTEES SEE FIT.

Data Sources