ULI CHARITABLE TRUST
The ULI Charitable Trust supports ULI's three Mission Areas; Decarbonisation and Net Zero, Increasing Housing Attainability and Educating the next generation of diverse leaders through its UrbanPlan programme. The Charitable Trust supports ULI programming in UK and across Europe.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased to £155,209, exceeding the stated policy target of the greater of one year of operating expenses or £10,000. The charity reported a net income of £318,784 and holds total net assets of £510,065, with the trustees confirming adequate resources for going concern.
What the accounts disclose
“During the year the Trustees agreed to maintain unrestricted reserves to the greater of one year of operating expenses or £10,000 in the Charity.” — page 5
“During the year ended 30 June 2025, the following costs were incurred which were payable to the Urban Land Institute: Total transaction costs included within expenditure of £139,526 (2024: £87,637). The expenditure consists of expenditures on projects £130,468 (2024: £82,747) and administrative costs £7,400 (2024: £4,890). As at 30 June 2025, £139,526 (2024: £175,975) was due to the Urban Land Institute. A Kavanagh was on the Board of Trustees of both the Urban Land Institute and ULI Charitable Trust. Urban Land Institute is considered a related party of ULI Charitable Trust by way of common Trusteeship.” — page 15
Trustees
- Christian Schedechair
- Anne Kavanagh
- Audrey Klein
- Birgit Rahn-Werner
- Dr Stephan Bone-Winkel
- Francois Trausch
- JON HAMILTON ZEHNER
- Nathalie Charles
- Patricia Bandeira Vieira
- SCOTT MALKIN
- Van Stults
- William Hughes
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £452k | £150k |
| 30/06/2024 | £195k | £98k |
| 30/06/2023 | £77k | £94k |
| 30/06/2022 | £26k | £57k |
| 30/06/2021 | £86k | £57k |
Common questions
Is ULI CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £155,209, exceeding the stated policy target of the greater of one year of operating expenses or £10,000. The charity reported a net income of £318,784 and holds total net assets of £510,065, with the trustees confirming adequate resources for going concern. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ULBC TRUST LIMITED | 1 | £215k |
| TEAM FORCES FOUNDATION | 1 | £100k |
| THE ROYAL AIR FORCE CHARITABLE TRUST | 1 | £12k |
| THE LORD FARINGDON CHARITABLE TRUST | 1 | £12k |
| THE GROCERS' CHARITY | 1 | £10k |
| THE CADOGAN CHARITY | 1 | £10k |
| THE DYERS' COMPANY CHARITABLE TRUST | 1 | £7k |
| The Caledonia Investments Charitable Foundation | 1 | £5k |
Charities like this
- THE ULYSSES TRUST
- ULBC TRUST LIMITED
- THE UDLINGTON TRUST
- THE WILLIAMS CHARITABLE TRUST
- THE TEN CHARITABLE TRUST
- Ufi VocTech Trust
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ULI CHARITABLE TRUST | £452k | — | 0 | above | — | no doubt |
| THE ULYSSES TRUST | £428k | — | 0 | unclear | — | no doubt |
| ULBC TRUST LIMITED | £219k | — | 0 | above | — | no doubt |
| THE UDLINGTON TRUST | £312k | — | 0 | unclear | — | no doubt |
| THE WILLIAMS CHARITABLE TRUST | £92k | — | 0 | unclear | — | no doubt |
| THE TEN CHARITABLE TRUST | £589k | — | 0 | above | — | no doubt |