Finance Score: 3

Governance Score: 0

Support Score: 0

Good reserves management: +3
Pension deficit: -1
Multiple Deficits: -2
Fundraising costs low: +3

No volunteer policy: -2
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 3

UNITED LEARNING LTD

THE CHARITABLE GROUP PROVIDES EDUCATION THROUGH THE OPERATION OF INDEPENDENT SCHOOLS AND THROUGH THE OPERATION OF ACADEMIES ON BEHALF OF THE DEPARTMENT FOR EDUCATION AND THE EDUCATION FUNDING AGENCY

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

There is a pension deficit of £21,223,000
On several occasions in recent years income has been less than spending

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
31/08/22	£521,723	£525,868	£-4,145	£1,538	£865,158	£161,229	3.7	9,144	1,038
31/08/21	£485,698	£497,043	£-11,345	£2,054	£694,035	£144,847	3.5	9,537	955
31/08/20	£553,383	£460,647	£92,736	£2,332	£726,889	£136,216	3.5	9,495	442
31/08/19	£460,185	£393,151	£67,034	£2,589	£642,971	£125,701	3.8	8,357	240
31/08/18	£405,686	£348,494	£57,192	£2,382	£612,181	£116,728	4	1	0
31/08/17	£357,737	£418,754	£-61,017	£2,882	£532,717	£103,608	3	7,739	0
31/08/16	£387,890	£355,782	£32,108	£24	£557,920	£101,797	3.4	8,236	0
31/08/15	£336,342	£353,285	£-16,943	£3,804	£564,174	£99,544	3.4	6,740	0
31/08/14	£359,179	£318,422	£40,757	£3,294	£585,143	£99,297	3.7	6,165	0
31/08/13	£322,727	£275,080	£47,647	£3,667	£548,442	£91,376	4	6,276	0
31/08/12	£302,614	£251,125	£51,489	£1,667	£497,083	£89,843	4.3	5,756	0
31/08/11	£325,687	£239,965	£85,722	£776	£455,980	£84,403	4.2	5,369	0
31/08/10	£208,240	£195,425	£12,815	£719	£366,849	£75,367	4.6	3,705	0
31/08/09	£214,604	£173,652	£40,952	£1,311	£355,221	£69,445	4.8	4,013	0
31/08/08	£219,059	£140,281	£78,778	£959	£321,694	£68,210	5.8	3,296	0
31/08/07	£184,887	£110,103	£74,784	£919	£244,973	£61,335	6.7	2,466	0
31/08/06	£2,025	£3,329	£-1,304	£0	£0	£0	n/a	0	0
31/08/05	£15,152	£2,340	£12,812	£0	£0	£0	n/a	0	0
31/08/04	£5,479	£2,076	£3,403	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £300,000-£350,000
Liabilities/Assets: 12%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 19%
Reserves/Spending: 3.7 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.7

Asset Split ?

Established: 50 years
(140 years as a company)

www.unitedlearning.org.uk

enquiries@unitedlearning.org.uk

01832864488

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Throughout England,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

9,144 employees
1,038 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
Sport England - New Playing Fields at Hull Collegiate
£60,000	08/07/2014	Funding under Sport England's Protecting Playing Fields funding programme for a Capital project titled 'New Playing Fields at Hull Collegiate'. This project lists its main activity as Multi Sports. ....more Funding under Sport England's Protecting Playing Fields funding programme for a Capital project titled 'New Playing Fields at Hull Collegiate'. This project lists its main activity as Multi Sports. This funding has contributed towards a Multi Facility - Grass Pitch (Football),Grass Pitch (Rugby Union),Grass Pitch (Rounders)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CHRISTIE DARREN SPURLING MBE FRSA Appointed: 2022

DAVID BROWN Appointed: 2024, Occupation: Chartered Accountant

NEIL ANDREW MACDONALD Appointed: 2022, Occupation: Retired, Other trusteeships: THE FRESHGATE TRUST FOUNDATION, THE COMBINED CUTLERS COMPANY CHARITABLE TRUST, SHEFFIELD MUSEUMS TRUST,

ZOE ASENSIO SANCHEZ Appointed: 2024, Other trusteeship: United Church Schools Trust,

MR BEN GORDON Appointed: 2017, Occupation: Director And Chartered Civil Engineer, Other trusteeship: United Church Schools Trust,

RICHARD CECIL GREENHALGH Appointed: 2015, Occupation: Executive, Other trusteeship: HOPE AND HOMES FOR CHILDREN,

Legal constitution

Charitable company registered in England & Wales on 23/12/1973, number: 313999
Registered at Companies House on 12/07/1883, number: 00018582

Gift Aid

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; all on time

Recent reorganisation events:

Asset transfer in from THE ROYAL SCHOOL HASLEMERE on 05/11/2021

Main office

United Learning
Worldwide House
Thorpe Wood
PETERBOROUGH
PE3 6SB

Objectives

THE ESTABLISHMENT AND MAINTENANCE OF SCHOOLS, A LIBERAL, PRACTICAL AND GENERAL EDUCATION FOR CHILDREN AND ADULTS OF ALL AGES AND BOTH SEXES, SUCH EDUCATION TO INCLUDE RELIGIOUS INSTRUCTION IN THE DOCTRINE AND DUTIES OF CHRISTIANITY PRINCIPALLY AS THE SAME ARE TAUGHT BY THE CHURCH OF ENGLAND BUT ALSO SENSITIVE TO THE TEACHINGS, ATTITUDES AND PRACTICES OF OTHER CHRISTIAN COMMUNIONS AND DENOMINATIONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources