Finance Score: -5

Governance Score: -4

Support Score: 3

Deficit on unrestricted reserves: -2
Accounts filed more than 5 days late: -2 times
Volatile income
spending growth: -1

Only 3 Trustees: -2
Narrow trustee age band: -2

Grant maker support: +3

Overall GiG Score: -6

THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS

Education / Training and Research

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
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

There was a deficit on unrestricted reserves of £47,100,317 at the last year end after deducting the value of own use assets
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently but spending has been maintained

Established: 19 years

www.chicagobooth.edu

Elizabeth.ONeill@ChicagoBooth.edu

02070702200

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
30/06/22		£7,209	£16,113	£-8,903	£0	£-47,100	£-47,100	-35.1	24
30/06/21		£5,430	£11,215	£-5,784	£0	£-38,197	£-38,197	-40.9	21
30/06/20	*	£7,761	£14,448	£-6,687	£0	£-32,413	£-32,413	-26.9	24
30/06/19		£9,649	£12,887	£-3,237	£0	£-25,020	£-25,020	-23.3	20
30/06/18	*	£9,823	£11,753	£-1,930	£0	£-21,783	£-21,783	-22.2	24
30/06/17		£9,592	£11,228	£-1,636	£0	£-19,853	£-19,853	-21.2	23
30/06/16		£8,469	£10,626	£-2,156	£0	£-18,217	£-18,217	-20.6	24
30/06/15		£9,998	£10,571	£-572	£26	£-16,061	£-16,061	-18.2	22
30/06/14	*	£7,896	£9,278	£-1,382	£26	£-15,488	£-15,488	-20	21
30/06/13		£8,476	£9,818	£-1,342	£26	£-14,106	£-14,106	-17.2	26
30/06/12		£8,171	£9,904	£-1,733	£26	£-12,764	£-12,764	-15.5	26
30/06/11		£7,779	£8,410	£-631	£24	£-11,031	£-11,031	-15.7	24
30/06/10		£7,637	£9,414	£-1,777	£22	£-10,400	£-10,400	-13.3	19
30/06/09		£6,135	£7,518	£-1,383	£22	£-8,623	£-8,623	-13.8	19
30/06/08		£5,600	£7,837	£-2,237	£23	£-7,241	£-7,241	-11.1	18
30/06/07		£6,003	£6,871	£-868	£24	£-5,003	£-5,003	-8.7	13
30/06/06		£2,907	£7,042	£-4,135	£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: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 385%
Liabilities/Income: 882%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: -35.1 months
Net Current Assets/Spending: -42 months
Quick Ratio: 0

Asset Split ?

Listed activities

Education/Training

How it operates

Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

City Of London,

Who it helps

The General Public/Mankind

Who works here?

24 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
Nesta - AR00273
£50,000	27/08/2019 13	Innovation Growth Lab programme grant to University of Chicago Booth School of Business Grant Ref AR00273

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Age Range of Trustees: 52-59

KATHERINE BAICKER Appointed: 2023, Occupation: Professor

KIMBERLY TAYLOR Appointed: 2015, Occupation: Vp & General Counsel, University Of Chicago

MADHAV VASANTH RAJAN Appointed: 2022, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 09/03/2005, number: 1108516
Registered at Companies House on 08/02/2005, number: 05356589

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Safeguarding vulnerable beneficiaries

Filing Record

17 returns made; AR20: 19 days late, AR18: 41 days late, AR14: 17 days late,

Main office

One Bartholomew Close
Barts Square
LONDON
EC1A 7BL

Objectives

THE ADVANCEMENT OF EDUCATION, IN PARTICULAR (WITHOUT PREJUDICE TO THE GENERALITY) THROUGH THE PROVISION OF EDUCATION PROVIDED IN THE UNITED KINGDOM.

Defined Area of Benefit:

UNITED KINGDOM.

Data Sources