Finance Score: 1

Governance Score: 1

Support Score: 1

Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Dynamic board: +3
Mainly male board: -1

Grant maker support: +1

Overall GiG Score: 3

UNIVERSITY COLLEGE OF ESTATE MANAGEMENT

With regard to the land and property sectors and for the public benefit to :-Provide distance taught study courses -Undertake research -Provide texts and study packs to support continuing professional development -Provide corporate training services-Suppport professional bodies, charities and other organisations

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

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
31/07/23	£19,036	£17,769	£1,267	£66	£20,249	£19,791	13.4	255
31/07/22	£17,066	£15,960	£1,106	£0	£18,986	£18,514	13.9	233
31/07/21	£16,245	£15,015	£1,230	£0	£20,286	£19,801	15.8	228
31/07/20	£15,433	£16,184	£-751	£0	£18,810	£18,337	13.6	245
31/07/19	£14,586	£16,079	£-1,492	£0	£20,376	£19,888	14.8	274
31/07/18	£14,090	£15,265	£-1,175	£0	£21,978	£21,478	16.9	297
31/07/17	£11,688	£12,905	£-1,217	£0	£22,962	£22,488	20.9	289
31/07/16	£14,909	£13,989	£921	£177	£22,697	£22,244	19.1	166
31/07/15	£8,310	£9,549	£-1,239	£176	£22,889	£22,425	28.2	140
31/07/14	£7,980	£9,012	£-1,032	£218	£23,290	£22,860	30.4	107
31/07/13	£7,920	£8,760	£-840	£203	£24,070	£23,701	32.5	106
31/07/12	£7,813	£8,791	£-978	£211	£20,621	£20,601	28.1	100
31/07/11	£7,903	£8,466	£-563	£176	£22,049	£22,031	31.2	97
31/07/10	£8,401	£8,895	£-494	£215	£20,877	£20,863	28.1	99
31/07/09	£9,365	£8,819	£546	£227	£19,028	£19,010	25.9	89
31/07/08	£9,458	£7,740	£1,719	£198	£22,006	£21,987	34.1	78
31/07/07	£9,170	£6,408	£2,762	£224	£22,443	£22,443	42	86
31/07/06	£7,992	£6,008	£1,984	£0	£0	£0	n/a	0
31/07/05	£5,572	£5,278	£294	£0	£0	£0	n/a	0
31/07/04	£4,838	£4,887	£-49	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 23%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 13.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.7

Asset Split ?

Established: 61 years

www.ucem.ac.uk

j.e.fawkes@ucem.ac.uk

01189214682

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

International education & child welfare

How it operates

Provides services
Sponsors or undertakes research

Where it operates

Afghanistan, Albania, Algeria, American Samoa, Armenia, Australia, Austria, Azerbaijan, Bahrain, Bangladesh, Barbados, Belgium, Bermuda, Botswana, Brazil, British Virgin Islands, Brunei, Burundi, Canada, Cayman Islands, China, Croatia, Cyprus, Czech Republic, Denmark, Dominica, Egypt, Eritrea, Eswatini, Ethiopia, Falkland Islands, France, Georgia, Germany, Ghana, Gibraltar, Greece, Grenada, Guernsey, Guyana, Haiti, Hong Kong, Hungary, India, ....more

Who it helps

Other Defined Groups

Who works here?

255 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
National Lottery Heritage Fund - Grant to University College of Estate Management
£10,000	18/09/2018	Celebrating 100 years of the University College of Estate Management: Building Futures 1919 - 2019

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

MISA LANE VON TUNZELMAN FCIM Appointed: 2018

ADAM DENTON Appointed: 2023

AMANDA GEORGINA CLACK MSC BSC (Chair) Appointed: 2018

CHRISTOPHER DAVID COSTIGAN Appointed: 2017

CHRISTOPHER JAMES TURLEY LLB Appointed: 2018

DOMINIC JAMES O'ROURKE MSC MRICS Appointed: 2021

GARETH EVAN RAYNOR RALPHS Appointed: 2022

GRAEME NICHOLAS SCOTT ACA Appointed: 2023

JOE GRAHAM ORRELL Appointed: 2022

JONATHAN BRUCE HUBERT Appointed: 2023

MICHELLE AMANDA JONES BSC PHD Appointed: 2022

PROFESSOR KENNETH MILLER Appointed: 2015

ASHLEY WHEATON Appointed: 2014, Other trusteeship: GUILDHE LIMITED,

DR STEPHEN JACKSON Appointed: 2016, Other trusteeship: BRITISH ACCREDITATION COUNCIL FOR INDEPENDENT FURTHER AND HIGHER EDUCATION,

NICHOLAS BRAISBY BA PHD Appointed: 2020, Other trusteeship: CHILTERN STUDENT VILLAGES LIMITED,

ROSALEEN CLARE KERSLAKE BA MBA CBE Appointed: 2023, Other trusteeships: THE ARCHITECTURAL HERITAGE FUND, LEEDS CASTLE FOUNDATION, Re-Form Heritage,

Legal constitution

Charity registered in England & Wales on 24/05/1963, number: 313223
Registered at Companies House on 01/01/1970, number: RC000125

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: ARTHUR WHATES PRIZE FUND
31/07/2018 - Asset transfer in from THE HAROLD SAMUEL EDUCATIONAL TRUST
14/10/2019 - Asset transfer in from DAVID ALEXANDER MEMORIAL SCHOLARSHIP

Other Regulators

Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
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

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from DAVID ALEXANDER MEMORIAL SCHOLARSHIP on 14/10/2019

Main office

UCEM
Horizons
60 Queen's Road
Reading
RG1 4BS

Objectives

TO PROVIDE TRAINING AND EDUCATIONAL FACILITIES FOR STUDENTS FOR ALL OR ANY OF THE PROFESSIONS VOCATIONS OR CALLINGS OF SURVEYOR, AUCTIONEER, LAND OR ESTATE AGENT.

Defined Area of Benefit:

NOT DEFINED

Data Sources