Finance Score: -7

Governance Score: 8

Support Score: 3

Deficit on unrestricted reserves: -2
Pension deficit: -5

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 4

ADVANCE HE

Advance HE's purpose is to advance the professional practice of higher education to improve outcomes for the benefit of students, staff and society. Advance HE has been created to be ?of and for the sector? and is jointly owned by GuildHE and Universities UK.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There was a deficit on unrestricted reserves of £4,016,000 at the last year end after deducting the value of own use assets
There is a pension deficit of £11,055,000

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
31/07/23	£17,358	£16,826	£532	£0	£-4,016	£-4,016	-2.9	172
31/07/22	£15,965	£27,054	£-11,089	£0	£-4,549	£-4,549	-2	150
31/07/21	£15,294	£13,724	£1,570	£0	£6,540	£6,540	5.7	147
31/07/20	£14,417	£12,734	£1,683	£0	£4,971	£4,971	4.7	147
31/07/19	£15,551	£17,029	£-1,478	£0	£3,287	£3,256	2.3	139
31/07/18	£15,257	£13,047	£2,210	£0	£4,765	£4,494	4.1	110
31/07/17	£9,326	£9,998	£-672	£0	£2,555	£2,555	3.1	93
31/07/16	£12,168	£12,828	£-660	£0	£3,227	£3,227	3	93
31/07/15	£16,231	£16,325	£-94	£98	£4,860	£4,860	3.6	93
31/07/14	£18,544	£16,974	£1,570	£102	£4,954	£4,954	3.5	165
31/07/13	£20,008	£19,534	£474	£103	£3,384	£3,384	2.1	168
31/07/12	£22,720	£23,312	£-592	£77	£2,910	£2,910	1.5	141
31/07/11	£27,608	£26,571	£1,037	£76	£3,502	£3,502	1.6	103
31/07/10	£29,644	£29,325	£319	£75	£2,465	£2,465	1	123
31/07/09	£27,152	£26,625	£527	£77	£2,146	£2,146	1	114
31/07/08	£28,772	£28,681	£91	£80	£1,619	£1,619	0.7	113
31/07/07	£27,118	£27,353	£-235	£63	£1,528	£1,528	0.7	106
31/07/06	£24,710	£25,039	£-329	£0	£0	£0	n/a	0
31/07/05	£9,799	£7,901	£1,898	£0	£0	£0	n/a	0
31/07/04	£2,149	£2,072	£77	£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: 19%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 64%
Liabilities/Income: 73%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: -2.9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.4

Asset Split ?

Established: 20 years

www.advance-he.ac.uk/

corporate.support@advance-he.ac.uk

01904717500

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

International education & child welfare

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Australia, Bahrain, China, India, Ireland, Kazakhstan, Luxembourg, New Zealand, Saudi Arabia,

Who it helps

Other Defined Groups

Who works here?

172 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 for Education - ALB - Office For Students - Disabled Students Commission
£80,000	31/01/2020	To fund the Disabled Students' Commission. The Disabled Students' Commission (DSC) is aÂ new, independent and strategic group that will advise, inform and influence higher education providers to ....more To fund the Disabled Students' Commission. The Disabled Students' Commission (DSC) is aÂ new, independent and strategic group that will advise, inform and influence higher education providers to improve support for disabled students. The Commission will identify and promote approaches which work well for disabled students.
Department for Education - ALB - Office For Students - Safe Campus Communities
£15,926	19/03/2019	Contribution to costs of resource

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-65

DR SAMUEL GROGAN Appointed: 2023, Occupation: University Pro Vice-Chancellor

PROFESSOR ANDREA NOLAN Appointed: 2022, Occupation: Principal And Vice Chancellor

PROFESSOR DAVID SADLER Appointed: 2021, Occupation: University Senior Executive

PROFESSOR HELEN LANGTON Appointed: 2021, Occupation: University Vice Chancellor

PROFESSOR PARVEEN YAQOOB Appointed: 2023, Occupation: Deputy Vice-Chancellor

PROFESSOR QUINTIN MCKELLAR Appointed: 2021, Occupation: University Vice Chancellor

PROFESSOR SARAH GREER Appointed: 2022, Occupation: Vice Chancellor

CHRISTOPHER MARK SAYERS Appointed: 2018, Occupation: Chairman

PAUL WOODGATES Appointed: 2021, Occupation: Retired, Other trusteeship: THE BRITISH COUNCIL,

PROFESSOR MARK EDMUND SMITH (Chair) Appointed: 2024, Occupation: President And Vice Chancellor, Other trusteeship: Southampton Hospitals Charity,

SAAD QURESHI Appointed: 2019, Occupation: Uk Dean

ANNETTE HAY Appointed: 2021, Occupation: Senior Researcher, Other trusteeship: BELGRADE THEATRE TRUST (COVENTRY) LIMITED,

JANET LEGRAND Appointed: 2021, Occupation: Lawyer, Other trusteeships: THE ROYAL NATIONAL LIFEBOAT INSTITUTION, RNLI LIFESAVING ENDOWMENT,

Legal constitution

Charitable company registered in England & Wales on 19/01/2004, number: 1101607
Registered at Companies House on 14/10/2003, number: 04931031

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

25/03/2019 - Asset transfer in from THE LEADERSHIP FOUNDATION FOR HIGHER EDUCATION
17/09/2019 - Asset transfer in from EQUALITY CHALLENGE UNIT

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from EQUALITY CHALLENGE UNIT on 17/09/2019

Main office

Advance HE
Innovation Way
York Science Park
YORK
YO10 5BR

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE:(A) TO PROMOTE HIGHER EDUCATION FOR THE PUBLIC BENEFIT,(B) TO FURTHER PROMOTE HIGHER EDUCATION FOR THE PUBLIC BENEFIT BY FURTHER DEVELOPING THE PROFESSIONALISM AND PROFILE OF LEADERSHIP, MANAGEMENT AND GOVERNANCE WITHIN THE HIGHER EDUCATION SECTOR,(C)TO PROMOTE EQUALITY AND DIVERSITY FOR THE PUBLIC BENEFIT, INCLUDING THE EDUCATION SECTOR AND ANY OTHER SECTORS THAT THE BOARD DEEMS APPROPRIATE.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources