Finance Score: 6

Governance Score: 9

Support Score: 3

Good reserves management: +3
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 18

YALE UNIVERSITY PRESS LONDON

The Charity is engaged in the publication of scholarly books which make a significant contribution to academic research and learning, and which serve faculty and students in institutions of higher education. It also publishes work based on sound scholarship, but intended for a broader readership, to bring the highest quality learning to the public at large and to enhance cultural life.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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
30/06/23		£8,857	£8,771	£86	£172	£3,566	£3,528	4.8	51
30/06/22		£8,396	£8,215	£181	£143	£3,480	£3,426	5	51
30/06/21		£8,195	£7,899	£296	£144	£3,300	£3,167	4.8	52
30/06/20		£8,077	£8,260	£-183	£155	£3,004	£2,874	4.2	54
30/06/19		£7,938	£8,035	£-96	£184	£3,187	£3,032	4.5	50
30/06/18		£7,679	£7,833	£-154	£180	£3,283	£3,094	4.7	49
30/06/17		£9,208	£8,389	£819	£0	£3,437	£3,281	4.7	47
30/06/16		£7,415	£7,809	£-394	£0	£2,618	£2,466	3.8	51
30/06/15		£7,659	£7,625	£34	£29	£3,012	£2,846	4.5	50
30/06/14		£7,309	£7,287	£23	£29	£2,978	£2,766	4.6	46
30/06/13		£7,247	£7,325	£-78	£28	£2,955	£2,813	4.6	45
30/06/12		£8,179	£7,576	£603	£34	£3,033	£2,929	4.6	46
30/06/11		£7,370	£7,060	£311	£32	£2,431	£2,254	3.8	45
30/06/10		£6,809	£6,466	£343	£18	£2,120	£2,036	3.8	44
30/06/09		£6,752	£6,522	£230	£23	£1,778	£1,686	3.1	44
30/06/08		£6,979	£6,835	£144	£27	£1,549	£1,402	2.5	43
30/06/07	*	£6,645	£6,863	£-218	£22	£1,407	£1,344	2.4	41
30/06/06		£6,022	£6,017	£5	£0	£0	£0	n/a	0
30/06/05		£6,275	£6,291	£-16	£0	£0	£0	n/a	0
30/06/04		£6,186	£6,223	£-37	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 2%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 35%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.6

Asset Split ?

Established: 40 years

www.yalebooks.co.uk

emma.arnolda@yaleup.co.uk

02070794900

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Colleges and universities

How it operates

Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

51 employees

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: 42-69

ALYSSA GREENWALD Appointed: 2024, Occupation: Lawyer

DAVID ANDREW WAN Appointed: 2022, Occupation: Director

JAMES STEPHEN BARR Appointed: 2023, Occupation: Director

JENNIFER ANN RIDOUT Appointed: 2022, Occupation: Publisher

JOHN FRANCIS CALLAHAN JR Appointed: 2018

HELEN KOGAN Appointed: 2020, Occupation: Publisher

JOHN DONATICH (Chair) Appointed: 2003, Occupation: Director

KATHERINE BROWN Appointed: 2013, Occupation: Chief Operating Officer

SUSAN LYNN GIBBONS Appointed: 2017, Occupation: University Librarian

TIMOTHY AIDAN JOHN KNOX Appointed: 2018, Occupation: Museum Director, Other trusteeships: PARHAM PARK LIMITED, HISTORIC ROYAL PALACES,

Legal constitution

Charitable company registered in England & Wales on 17/07/1984, number: 289717
Registered at Companies House on 18/06/1984, number: 01825760

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR07: 1 days late,

Main office

YALE UNIVERSITY PRESS LONDON
47 BEDFORD SQUARE
LONDON
WC1B 3DP

Objectives

TO FOSTER PROMOTE MAINTAIN AND ADVANCE THE EDUCATION OF THE PUBLIC.

Defined Area of Benefit:

NOT DEFINED

Data Sources