UNIVERSITY COLLEGE OF ESTATE MANAGEMENT

Charity number: 313223
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£21,859,911

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Donations and legacies £51.38k
Charitable activities £20.03m
Other trading activities £0
Investments £373.05k
Other £1.40m

Total expenditure:
£20,407,331

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Raising funds £78.19k
Charitable activities £20.33m
Other £0

£777,806 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £78.19k
Charitable expenditure £20.33m
Retained for future use £1.45m

People

277 Employee(s)

17 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 14
£70k to £80k 8
£80k to £90k 6
£100k to £110k 3
£110k to £120k 1
£120k to £130k 1
£150k to £200k 1
£250k to £300k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • 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
  • Indonesia
  • Ireland
  • Isle Of Man
  • Israel
  • Italy
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kenya
  • Kuwait
  • Lebanon
  • Lithuania
  • Luxembourg
  • Macau
  • Malawi
  • Malaysia
  • Malta
  • Mauritius
  • Mongolia
  • Morocco
  • Mozambique
  • Namibia
  • Netherlands
  • New Zealand
  • Nigeria
  • Northern Ireland
  • Norway
  • Oman
  • Pakistan
  • Philippines
  • Poland
  • Qatar
  • Romania
  • Russia
  • Saint Vincent
  • Saudi Arabia
  • Scotland
  • Seychelles
  • Sierra Leone
  • Singapore
  • South Africa
  • South Korea
  • Spain
  • Sri Lanka
  • St Kitts And Nevis
  • Sudan
  • Sweden
  • Switzerland
  • Taiwan
  • Tanzania
  • Thailand
  • The Bahamas
  • The Gambia
  • Trinidad And Tobago
  • Turkey
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United States
  • Vietnam
  • Zambia
  • Zimbabwe

Governance

Registration history:
  • 24 May 1963: Standard registration
  • 10 April 1995: Removed
Organisation type:
Other
Other names:
  • COLLEGE OF ESTATE MANAGEMENT (Previous name)
Company number:
RC000125 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
  • Ofsted (Office For Standards In Education)
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

17 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Peter Daniel McCrea OBE Chair 01 May 2024
None on record
Elizabeth Anne Marr PhD MBA Trustee 01 March 2025
None on record
Julie Marie Quinn LLB BCL Trustee 19 September 2024
None on record
Jyotveer Gill Trustee 01 September 2024
None on record
Nicholas James Hughes MBA FCIM Trustee 01 June 2024
None on record
Charlotte Suzanne Thackeray Trustee 01 June 2024
None on record
Benjamin McManus Trustee 01 March 2024
None on record
Rosaleen Clare Kerslake BA MBA CBE Trustee 30 November 2023
Re-Form Heritage
Received: On time
THE ARCHITECTURAL HERITAGE FUND
Received: On time
LEEDS CASTLE FOUNDATION
Received: On time
Graeme Nicholas Scott ACA Trustee 30 March 2023
None on record
Jonathan Bruce Hubert Trustee 01 January 2023
None on record
Adam Denton Trustee 01 January 2023
None on record
Michelle Amanda Jones BSc PHd Trustee 29 September 2022
None on record
Gareth Evan Raynor Ralphs Trustee 07 July 2022
None on record
Dominic James O'Rourke MSc MRICS Trustee 25 November 2021
None on record
Nicholas Braisby BA PhD Trustee 24 September 2020
CHILTERN STUDENT VILLAGES LIMITED
Received: On time
Christopher David Costigan Trustee 06 December 2017
None on record
Ashley Wheaton Trustee 06 February 2014
GUILDHE LIMITED
Received: 24 days late
CYCLISTS' TOURING CLUB
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £15.43m £16.25m £17.07m £19.04m £21.86m
Total expenditure £16.18m £15.01m £15.96m £17.77m £20.41m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £974.08k £1.18m £921.45k N/A N/A
Income - Donations and legacies £93.94k £137.46k £0 £0 £51.38k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £13.88m £14.59m £15.82m £17.40m £20.03m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £347.15k £257.94k £251.57k £306.53k £373.05k
Income - Other £1.11m £1.26m £990.99k £1.33m £1.40m
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £16.08m £14.98m £15.88m £17.70m £20.33m
Expenditure - Raising funds £106.91k £38.42k £76.30k £66.40k £78.19k
Expenditure - Governance £66.24k £61.46k £49.12k £66.82k £66.58k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £106.91k £38.42k £76.30k £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £7.03m £7.16m £6.95m £6.88m £6.74m
Long-term investments £10.00m £10.77m £10.31m £10.07m £10.85m
Other assets £4.98m £6.32m £7.51m £9.24m £10.95m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £3.20m £3.96m £5.79m £5.94m £3.00m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 13 February 2025 On Time
Accounts and TAR 31 July 2024 13 February 2025 On Time Download Open in new window
Annual return 31 July 2023 14 March 2024 On Time
Accounts and TAR 31 July 2023 14 March 2024 On Time Download Open in new window
Annual return 31 July 2022 25 January 2023 On Time
Accounts and TAR 31 July 2022 25 January 2023 On Time Download Open in new window
Annual return 31 July 2021 05 April 2022 On Time
Accounts and TAR 31 July 2021 05 April 2022 On Time Download Open in new window
Annual return 31 July 2020 07 May 2021 On Time
Accounts and TAR 31 July 2020 07 May 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

ROYAL CHARTER DATED 22 AUGUST 1922 AS AMENDED BY THE SUPPLEMENTAL CHARTER OF 1969 AS AMENDED ON 15 MARCH 2012 AS AMENDED BY ORDER IN COUNCIL DATED 11 NOVEMBER 2015 AS AMENDED BY SUPPLEMENTAL CHARTER DATED 27 JUNE 2018

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 313223-1 ARTHUR WHATES PRIZE FUND
Governing document
GIFT IN 1942 AS AMENDED 7 AUGUST 1997 BY RESOLUTION PASSED UNDER SECTION 74 OF THE CHARITIES ACT 1993
Charitable objects
PROVISION OF A PRIZE
Area of benefit
NOT DEFINED
Registration history
  • 24 May 1963 : Standard registration
  • 10 April 1995 : Removed

Contact information

Address:
UCEM
Horizons
60 Queen's Road
Reading
RG1 4BS
Phone:
01189214682
Email:
j.e.fawkes@ucem.ac.uk
Website:

www.ucem.ac.uk Open in new window