OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

2025-08-31-accounts

IntoUni

(A company limited by guarantee)

Working Name Into University

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUGUST 2025

Company number: 06019150 Charity number (England and Wales): 1118525 Charity number (Scotland): SCO49776

1

INTOUNI – REPORT AND FINANCIAL STATEMENTS

Letter from the Chair

'What makes this project stand out is its long-term commitment. Many of our students do not have the support at home or the mental resilience yet to pursue long-term ambitions, such as becoming the first in their family to attend university. Into University becomes a consistent helping hand - guiding, encouraging, and believing in them every step of the way. That kind of long-term investment can make a transformational difference.

For many, the idea of Higher Education felt distant or unrealistic, but Into University makes it feel tangible and achievable. Into University offers something rare: sustained, high-quality support that inspires children to dream bigger and gives them the tools to follow through.’

Year Five teacher, IntoUniversity partner school, Bridlington

2025 has been a significant year for Into University. Back in 2002 when we first began, we supported 75 students; in 2025, our 250,000th student walked through our doors. From Bristol to Bridlington, Great Yarmouth to Glasgow, that’s 250,000 ambitions sparked, 250,000 talents unlocked, 250,000 futures shaped.

We wouldn’t have reached this significant milestone without the tireless work of our talented staff team (past and present) and the dedication of all of our supporters, volunteers and partner organisations. Thank you to everyone who has been involved in this journey.

This achievement comes at the end of another busy year for the charity. In Autumn 2024, we opened a centre in Birmingham East in partnership with University College, Birmingham and the University of Warwick; and a centre in Middlesbrough in partnership with King’s College, Cambridge. This was followed by a mid-year opening of a new centre in Gateshead in partnership with the University of Newcastle and the University of Northumbria. Finally, we have just opened a new centre in Hartlepool, in partnership with the John Armitage Charitable Trust. These new centres mean that we are now operating 46 centres and extension projects located throughout England and Scotland.

We were also delighted to celebrate the 10 year anniversary of our flagship corporate internship programme Big City Bright Future at an event attended by students, alumni, corporate partners, staff and volunteers. In May 2025, we hosted our second university partner network event, bringing together stakeholders from across our network of partners to collaborate and share ideas around regional collaboration to tackle educational inequalities and the impact of AI on education and widening participation in particular.

I would particularly like to express my gratitude to Sarah Havens who leaves our Board after 13 years of service as a Trustee. Sarah has been a most valuable contributor to the strategic success of Into University as well as a dedicated long-term volunteer on our Academic Support programme. Thank you, Sarah, for all that you have done for the charity!

I’m pleased to report that Denise Jagger has joined our Board. Denise brings valuable experience to the charity from her voluntary and corporate work including her previous role as Chair of Council of the University of York.

We are deeply grateful to our community of funders and partners for all of their support - from trusts and foundations, companies, individual donors and academic institutional partners, including universities and schools. I would like to convey the thanks of all the trustees for your continued generous support, which is enabling us to raise the aspirations and attainment of young people facing disadvantage by providing them with the pastoral care, guidance and support they need to achieve their ambitions.

2

INTOUNI – REPORT AND FINANCIAL STATEMENTS

I also want to thank our staff team and volunteers for their wholehearted dedication to our values. The Trustees are indebted to you for your professionalism, teamwork and commitment, and of course your genuine care and compassion for the young people that we support.

Finally, I wish to thank the families and carers who entrust us with the care of their students, whose dedication, curiosity, and ingenuity make all of us proud to be part of Into University.

Oliver Haarmann, Chair

3

INTOUNI – REPORT AND FINANCIAL STATEMENTS

CONTENTS
For the year ended 31 August 2025
Letter from the Chair 2
Contents 4
Report of the Trustees 5-22
Independent Auditor’s Report 23-25
Statement of Financial Activities 26
Balance Sheet 27
Statement of Cash Flows 28
Notes to the Financial Statements 29-43

4

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 AUGUST 2025

The Trustees present their report and audited financial statements for the year ended 31 August 2025.

Reference and administrative information

Charity Name: Into Uni Working Name: Into University Charity Number (England & Wales): 1118525 Charity Number (Scotland): SCO49776 Company Number: 06019150 Registered Office and Operational Address: 95 Sirdar Road London W11 4EQ Trustees Roderick Brooks CBE Jennifer Brown Professor Cedric Nishanthan Canagarajah Pasha Coupet Michaelsen Vice Chair Julian Granville Oliver Haarmann Chair Sarah Havens[1] Christoph Henkel Denise Jagger[2] Nilufer Kheraj OBE Clare Richards MBE Safeguarding Trustee Steve Windsor Treasurer

1 Resigned on 11 December 2025

2 Appointed on 24 September 2025

Board Fellow

Harlem Nguyen

5

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

The composition of the committees below is as at 31 August 2025:

Advisory Panel

Adetayo Akinyemi David Alleyne Tom Arbuthnott Gary Attle Maria Bentley Nils Blythe Debbie Buffini Nicholas Bull Clare Carolan Jessica Cecil Victoria Corcoran Katherine Cumberbatch Meeta Dave Patrick Derham Adele Eastman Roger Enock Cortland Fransella Perdita Fraser Miguel Ramos Fuentenbro[1] Katrin Henkel Fiona Laffan James Lambert Paywast Lateef Tim Lee Janet Legrand Sophia Lewisohn[1 ] Davina Mallinckrodt Adil Mehmood

Priscilla Mensah Lucy Morris Harlem Nguyen Rosemary O’Mahoney Solomon Pervez Hilai Qahari Steve Rafferty Alec Rattray Caspar Rock Samaira Saleem Nitin Sharma Mary Ann Sieghart Nat Sloane Edward Smallwood[1] Ros Smith Dami Solebo Chris Stephens Amelia Sussman Mark Sykes Natalia Tsitoura[1] Colin Tyler Eric Wilkinson Nick Wright Abdullahi Yussuf Members of the Trustee Board Senior Management Team Senior Leadership Team Student Advisory Panel Representatives

1 Joined the Advisory Panel during the year

Audit and Risk Committee Julian Granville (Chair)

Clare Richards MBE

Development Working Group Roderick Brooks CBE (Chair)

6

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Due Diligence Committee

Oliver Haarmann (Chair) Roderick Brooks CBE

Julian Granville

Diversity and Inclusion Committee

Nilufer Kheraj OBE (Chair) Dr Rachel Carr OBE

Sarah Havens

Investment Committee

Steve Windsor (Chair) Roderick Brooks CBE Dr Rachel Carr OBE

Daniel Century Oliver Haarmann

Nominations Committee

Pasha Coupet Michaelsen (Chair) Oliver Haarmann

Nilufer Kheraj OBE Clare Richards MBE

Remuneration Committee

Oliver Haarmann (Chair) Christoph Henkel

Steve Windsor

Senior Management Team

Dr Rachel Carr OBE Daniel Century

Hannah Purkiss Penny Tysoe

Senior Leadership Team

Senior Management Team Lizzie Boyce Emily Magrath Hannah Margetts

Adam Rahman Rosy Smith Margaret Spiers

Auditor

HaysMac LLP, 10 Queen Street Place, London EC4R 1AG

Principal Bankers

Lloyds Bank plc, 25 Gresham Street, London EC2V 7HN CAF Bank, 25 Kings Hill, West Malling, Kent ME19 4JQ

Principal Investment Managers

BlackRock Investment Management (UK) Ltd, 2 Throgmorton Avenue, London EC2N 2DL CCLA, One Angel Lane, London EC4R 3AB

Schroder Investments Ltd, 31 Gresham Street, London EC2V 7QA

7

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Structure, Governance and Management

Governing Document

Into Uni (“ Into University”, “the charity”) is a charitable company limited by guarantee, incorporated on 5 December 2006 and registered as a charity on 26 March 2007. The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association. The charity operates under the working name of Into University.

Relationship with The ClementJames Centre

The Into University charity grew out of the Into University work that was started at another charity, the St Clement and St James Community Development Project (now known as The ClementJames Centre) in 2002. The Into University work at The ClementJames Centre (known as Into University North Kensington) is affiliated to, and receives grants from, the Into University charity, but remains under the governance of the Trustees of The ClementJames Centre and the management of its Chief Executive. Into University North Kensington received total grants of £190,000 in the year ended 31 August 2025 (year ended 31 August 2024 £190,000). All other centres are managed directly by Into University.

Recruitment and Appointment of Trustees

The directors of the company are also charity Trustees for the purposes of charity law. The Trustees who served during the period and up to the date of this report are set out on page 5. The Report of the Trustees is the Directors’ Report in accordance with section 415 of the Companies Act 2006.

The members of the company are the Trustees; there are no other members. The members of the company have guaranteed the liabilities of the company up to £1.

When vacancies arise on the Board, or when the needs of the Board are being reviewed, the Nominations Committee identifies the need for new Trustees and recommends candidates to the Board in a process that complies with the governing document. Interviews are carried out by the Nominations Committee. Successful candidates are invited to join the Trustee Board, subject to references, criminal record checks and approval by the full Trustee Board.

The Board aims to be representative of the educational work of the charity and to ensure that it has available a broad range of skills and expertise amongst its members.

8

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Trustee Induction and Training

An information pack about the charity is sent to new Trustees, including their duties and the charity’s expectations of them, and a full induction process is arranged. New Trustees meet existing Trustees and key members of staff, and are introduced to the charity’s work, values, programmes and safeguarding approach.

Organisational Structure

During the year to 31 August 2025, the Board met five times, including an Away Day. These meetings also involved members of staff as appropriate.

The role of the Board is to provide oversight of the charity’s activities, including planning, approval of annual budgets and review of the charity’s results and achievements. The Board also provides general support to the Chief Executive and her staff. The day-to-day running of the charity is carried out by the staff team, with support from volunteers, under the leadership of the Senior Management Team. The Senior Management Team comprises the Chief Executive and Co-Founder, Dr Rachel Carr; the Chief Financial Officer, Daniel Century; the Chief Operating Officer, Hannah Purkiss; and the Chief Development Officer, Penny Tysoe.

Sub-committees of the Trustee Board (listed on pages 6-7) oversee specific areas of the charity and report regularly to the Trustee Board. During the period the Advisory Panel met three times to consider areas of significant interest in the charity’s development. The Trustees would like to thank the members of the Advisory Panel for the invaluable support and guidance they provide.

Pay Policy for Key Management Personnel

The Trustees consider that the Board of Trustees and the Senior Management Team comprise the key management personnel of the charity in charge of directing and controlling, running and operating the charity on a day-to-day basis. All Trustees give of their time freely and no Trustee received remuneration in the year. Details of Trustees’ expenses and related party transactions are disclosed in note 7 and note 17 to the accounts respectively.

The pay of the Senior Management Team and all staff is reviewed annually by the Remuneration Committee, and recommendations are made to the Trustees accordingly. Staff pay rises are considered in the context of the following factors: inflation; harmonisation and fairness; promotion with increased responsibility; and recognition and reward of experience. The charity also benchmarks against pay structures in comparable organisations.

9

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Objectives and Activities

As stated in the governing documents (the Memorandum and Articles), the objects of the charity are to advance the education and skills of children, young people and adults in socially or economically disadvantaged communities across the United Kingdom by:

The charity’s current growth plan includes ambitious plans to reach even more social mobility coldspots and educationally underserved regions of the United Kingdom.

Public Benefit

The Trustees have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the charity’s aims and objectives and in planning its future activities.

The Main Activities of the Charity

The charity runs an integrated education programme addressing the barriers and challenges faced by young people growing up in areas of economic, social, cultural, or linguistic disadvantage. At the heart of the programme is the belief that the needs of young people are best addressed in the context of a long-term pastoral engagement where the charity can build self-confidence, build aspirations and support learning to enable young people to reach their potential to go to university or realise another chosen aspiration.

The charity provides a centre-based service. The centre is a distinctive place of belonging for students, available to them all year round. The charity believes in the importance of supporting young people in their communities and being in neighbourhoods over the long term to build long lasting relationships with local families and organisations. Staff create a positive ethos and provide children with intensive hands-on learning in a non-school context. Young people have a fresh start at the end of the school day, engaging with staff who have no preconceived expectations based on their behaviour at school. The centres are places that users choose to attend, not places they have to attend.

The charity aims to be a ‘home-from-home’ rather than a ‘school-from-school’. Staff aim to provide the kind of academic and wider support that is a matter of course in many more privileged families.

The charity starts working with young people from as young as seven and aims to work with them over the long term until university access. Academic research on access to university for children from socially-excluded groups stresses the importance of aspiration to future university study from a young age. Most other widening participation projects addressing underachievement begin at secondary age. In contrast, the charity starts working with children from as early as seven years old.

10

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

The charity aims to have a high ratio of staff/volunteers to students. This is crucial both for the quality of the educational support and the maintenance of pastoral relationships. It enables the development of positive, affirming relationships with young people who receive substantial individual attention.

The charity aims to provide a positive, aspirational ethos, believing that children and young people can succeed in life and that their decisions and the attitudes they have help shape their futures for good or bad. Staff work to promote good behaviour, pride in achievements and a positive, safe and stimulating out-of-school environment.

The charity takes a multi-stranded approach, recognising that young people require a range of support in order to raise and attain their aspirations: academic support, new learning opportunities, aspirational activities and confidence building. Students are encouraged to move between different aspects of the programme to provide ongoing, in-depth support. Particular attention is given to the key points when young people may become disaffected or find school challenging (for example, primary to secondary school transfer or during key examination/assessment times).

The charity’s educational programme provides the following three core strands of activities:

1. Academic Support: The charity provides help with homework, coursework and exam revision and brings the national curriculum to life through an exciting in-house curriculum. Trained volunteers provide additional support and help maintain a high adult:student ratio. Academic Support raises levels of achievement, increases confidence and motivation, builds metacognition and oracy skills and helps young people re-engage with learning outside of school hours. The programme offers pastoral support and the opportunity for young people to build positive long-term relationships with adults and to address any challenging behaviour they may demonstrate. The charity has further developed a formal primary school curriculum for its Academic Support students who come without homework to complete. It covers subjects not usually taught in primary school - in 2024-25, the core subjects were Sports Studies, Photography and PPE (Philosophy, Politics and Economics) - and is designed to support literacy and numeracy as well as to introduce primary school children to subjects they might study at university. Independent Learning Projects and the 'Future Readiness Award' have been created for secondary school students to provide students with extended research projects to complete once they have finished their homework.

2. FOCUS programme: The charity runs subject-based aspiration and awareness building workshops for young people aged 7 to 18. The Primary FOCUS programme includes hands-on workshops and inspiring visits to cultural/educational institutions, which many of the charity’s students have never accessed before. Primary FOCUS provision includes a university visit and graduation-style ceremony, introducing students to university life and making university a realistic and tangible aspiration through experiential learning. The Secondary FOCUS package is an integrated education programme which aims to increase students’ knowledge of Higher Education, career opportunities and other future pathways. The programme strengthens students’ aspirations, provides strategies to make effective educational choices and helps students to develop transferable skills. In addition to the core FOCUS programme, other strands such as Careers in FOCUS, Business in FOCUS and Leadership in FOCUS provide more detailed career guidance, develop important workplace skills and a platform for self-reflection respectively

11

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

3. Mentoring: The charity has developed a mentoring programme comprised of three parts: University Student Mentoring, Corporate Mentoring and the ‘Buddy’ programme. The charity works closely with universities to provide trained student mentors for the University Student Mentoring scheme who act as positive role models of people who have made it to university. Mentors support their mentees to develop reading, writing and maths skills and develop their confidence and inter-personal skills by taking part in social activities. The Corporate Mentoring programme pairs young people in their last year of school with trained volunteer professionals who support the mentee with the university application process and support their transition to university and first year of study. Through the charity’s two-day Buddy Programme, pupils aged 12-13 years old take part in subject-based activities led by trained undergraduate volunteers and are shown around a university campus by the students.

The charity also runs a range of additional opportunities including:

12

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

The charity works closely with other institutions including primary and secondary schools local to the centres, and cultural institutions.

The charity had the following major university partnerships in 2024-25:

Centres supported
~~a~~
Major university partners
~~a~~
Birmingham East University of Warwick
University College Birmingham
Bradford East
~~a~~
Queen’s College, Cambridge
~~a~~
Bridlington
Grimsby
Hull East
University of Hull
University of York
Bristol East
~~eG~~
University of Bristol
~~eG~~
Bristol South
~~eG~~
University of Bath
University of Bristol
University of Exeter
~~eG~~
Clacton-on-Sea
~~a~~
Anglia Ruskin University
~~a~~
~~G~~
Coventry
~~a~~
~~a~~
University of Warwick
~~a~~
~~G~~
~~a~~
Craigmillar
Govan
Maryhill
~~a~~
University of Edinburgh
University of Glasgow
~~a~~
Gateshead
Newcastle East
Newcastle University
Northumbria University
Great Yarmouth Trinity College, Cambridge
University of East Anglia
Hammersmith
Weston-super-Mare
University of Bath
Kennington
~~a~~
King’s College London
~~a~~
~~G~~
Kirkby
North Liverpool
University of Liverpool
Leeds East
Leeds South
Leeds Extension Project
University of Leeds
Leicester North De Montfort University
University of Leicester
Manchester North
~~eG~~
University of Manchester
~~eG~~
Middlesbrough
~~eG~~
~~a~~
King’s College, Cambridge
~~eG~~
~~a~~
~~G~~
Norwich
~~a~~
University of East Anglia
~~a~~
~~G~~
Nottingham Central
Nottingham East
Nottingham West
University of Nottingham
Oxford South-East Christ Church, Oxford
University of Oxford
Peterborough
~~a~~
Anglia Ruskin University
~~a~~
~~G~~
Salford University of Manchester
University of Salford
Southampton West
~~a~~
University of Southampton
~~a~~
~~D~~

The charity also had a funding partnership in 2024-25 with Pembroke College, Cambridge. In addition, the charity worked in collaboration with a range of other university partners.

13

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Strategic Report

Achievements and Performance

During the academic year 2024-25 the charity supported 61,259 children, young people, and student associates.

Of the students supported, 5,408 attended Academic Support, 32,750 took part in the Primary FOCUS programme, 17,860 took part in FOCUS programmes for years 7 to 11 (S1-S4 in Scotland), 6,906 were supported in years 12 to 13 (S5-S6 in Scotland), and 4,070 participated in the Mentoring and Buddy programmes.

An analysis tracking the destinations of students who had left school at the end of the 2023-24 academic year and had taken part in the Into University programme indicated that 58% of school leavers had secured a university place.[1] Student evaluations collated in 2023-24 indicated that 62% of those students who had participated in the Academic Support programme reported improved school grades, and 61% of students who had participated in the Primary FOCUS and Secondary FOCUS programmes reported that they were more likely to go to university as a result of their participation.

Detailed student numbers by centre are shown on the following page.

1 These figures are based on a sample of 5,619 students who were either finishing Year 13 (S6 in Scotland), or would have completed Year 13 (S6 in Scotland) had they stayed in school (a 47% sample of a cohort of 12,074 students). The university progression figure for all Into University school leavers may be lower. Although staff tried to contact every single student, it was only possible to obtain data for 47% of school leavers. It may be that those for whom we do not have data are less likely to have applied for and have gained a university place. If we conservatively assume that we had no impact on these students, then our overall progression rate would still be 46%, 18 percentage points above the average for Free School Meals (FSM) students nationally.

14

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Centre by centre programme figures during the 2024-25 academic year were as follows:

FOCUS Total
Academic Academic
Primary
Primary
Year 7-11
Year 12-13 Mentoring Mentoring Unique
Support FOCUS S1-4 S5-6 and Buddy Other Students ^
**Established Centres ***
IntoUniversity Bow 158 685 434 257 113 1,469
IntoUniversity Bradford East 85 625 470 56 105 1,220
IntoUniversity Brent 129 671 409 269 114 1,424
IntoUniversity Brighton 123 790 493 137 100 1,481
IntoUniversity Bristol East 166 776 430 211 105 1,507
IntoUniversity Bristol South 120 551 417 143 67 1,171
IntoUniversity Brixton 116 720 459 205 85 1,455
IntoUniversity Clacton-on-Sea 116 911 424 125 97 1,528
IntoUniversity Coventry 133 722 542 166 121 1,560
IntoUniversity Craigmillar 132 908 294 100 102 1,359
IntoUniversity East Ham 120 697 440 219 94 1,435
IntoUniversity Govan 129 750 240 107 91 1,168
IntoUniversity Great Yarmouth 120 798 409 176 59 1,436
IntoUniversity Hackney Downs 126 699 440 210 106 1,367
IntoUniversity Hackney South 136 847 440 214 100 1,635
IntoUniversity Hammersmith 137 681 431 336 109 1,520
IntoUniversity Haringey North 164 834 632 274 105 1,807
IntoUniversity Hull East 121 814 361 80 99 1,281
IntoUniversity Kennington 135 665 505 208 106 1,468
IntoUniversity Leeds East 183 674 455 140 114 1,417
IntoUniversity Leeds Extension 105 738 304 - 85 1,160
IntoUniversity Leeds South 150 713 463 284 109 1,559
IntoUniversity Manchester North 121 703 407 154 103 1,377
IntoUniversity Maryhill 90 767 275 136 83 1,218
IntoUniversity Newcastle East 130 666 423 142 94 1,311
IntoUniversity North Islington 152 787 378 219 96 1,451
IntoUniversity North Kensington 152 731 440 217 120 1,488
IntoUniversity North Liverpool 134 719 380 163 99 1,366
IntoUniversity Norwich 120 984 400 154 62 1,602
IntoUniversity Nottingham Central 139 779 440 166 105 1,515
IntoUniversity Nottingham East 152 691 404 172 104 1,382
IntoUniversity Nottingham West 135 782 464 152 113 1,489
IntoUniversity Oxford South East 122 739 386 88 65 1,305
IntoUniversity Peterborough 121 770 481 105 87 1,401
IntoUniversity Salford Central 144 730 428 161 110 1,405
IntoUniversity Southampton West 103 851 424 78 97 1,446
IntoUniversity Walworth 138 606 427 213 77 1,385
IntoUniversity Weston-super-Mare 102 685 542 68 77 1,333
**Emerging Centres ***
IntoUniversity Kirkby 135 601 417 91 105 1,195
IntoUniversity Leicester North 99 691 380 98 71 1,209
**Launch Centres ***
IntoUniversity Birmingham East 82 705 227 103 62 1,122
IntoUniversity Bridlington 56 505 171 71 56 790
IntoUniversity Grimsby 48 1,200 334 74 60 1,631
IntoUniversity Middesbrough 54 652 170 31 40 875
**Pre-launch Centres ***
IntoUniversity Gateshead 3 245 13 - - 259
Cross centre events - - - - - - - - - 133 - 133
Other support 262 262
Total ^ 5,408 32,750 17,860 6,906 4,070 262 61,259

^ As many students attended more than one strand of Into University’s activities, and some students attended more than one Into University centre during the year, the totals for unique students in the table above do not equal the aggregation of individual strands or the aggregation of unique students in individual centres.

15

INTOUNI – REPORT AND FINANCIAL STATEMENTS

I NTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Financial Review

Total expenditure for the year amounted to £13,822,408 (year to August 2024: £12,107,521). Total income amounted to £14,045,220 (year to August 2024: £12,553,830). At 31 August 2025 the charity had net assets of £8,270,464 (2024: £7,908,147). These comprised a £582,022 designated fund, free reserves of £4,786,711, restricted operating funds of £321,409, a permanent endowment of £2,411,390, and an expendable endowment of £168,932.

Into University is very grateful to all the donors who supported the charity throughout the period, full details of whom are listed in note 3.

Reserves Policy

It is the policy of the Trustees to hold free reserves of between three months’ forecast running costs (currently equal to £3.7m) and six months’ forecast running costs (currently equal to £7.5m). At the end of the year, free reserves stood at £4,786,711 which is within the charity’s reserves policy requirement.

In addition to its free reserves, the charity holds a designated fund of £582,022, a permanent endowment of £2,411,390, and an expendable endowment of £168,932.

The designated fund provides the charity with extra financial security for its growth plan. The charity currently has ambitious targets to reach more social mobility coldspots and educationally underserved regions of the UK, expanding to 50 learning centres in the coming years. In view of the significant annual funding requirements to achieve this ambition, and the challenging financial and funding environment that the charity is operating in, the designated fund enables the charity to grow while maintaining a financially strong position. The expectation is for the designated fund to be utilised over the course of this expansion, although the timing of utilisation will be assessed on a continuing basis by the Trustees as the charity reviews its future growth strategy.

The expendable endowment of £168,932 has arisen from legacies and donations made specifically for that purpose.

The permanent endowment, called The IntoUni Endowment Fund, has been established in partnership with a third-party foundation, in order to provide long-term financial security for the charity. The income from the permanent endowment is used to further the charity’s charitable objects, including (without limitation) through supporting the charity’s core costs.

16

INTOUNI – REPORT AND FINANCIAL STATEMENTS

I NTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Investment Policy

As at 31 August 2025, £3,590,294 was held in equity and fixed income investments (£3,384,883 at 31 August 2024) and £2,419,082 was held in long-term deposits (£1,356,900 at 31 August 2024). Investments are made in accordance with the broad investment powers accorded to the Trustees in the charity’s Memorandum of Association. At present, the charity’s investments are made through seven common investment funds, one passive tracker fund, and through longterm deposit accounts. Common investment funds are collective investment vehicles similar to unit trusts but open only to charitable bodies.

The charity’s principal investment objective is to increase the value of invested assets over the long-term, protecting them against the effects of inflation and producing a return for the charity. A secondary objective is to produce income for the charity which can be applied to its ongoing operating costs.

During the year, net gains on the charity’s investments amounted to £139,505.

Fundraising Approach

The charity's fundraising activity is broken down into four main areas: applications to grantmaking trusts; applications to corporates; partnerships with educational institutions; and requests for support from individuals. Approaches to individuals are normally made in person or through fundraising events, in line with the Fundraising Code of Practice set by the Fundraising Regulator.

The charity would like to assure its supporters of the following:

The charity has a training programme for its fundraising staff to reinforce its fundraising ethics.

The charity has a Donations Acceptance Policy which sets the charity’s policy for the acceptance of donations and sets out the procedures for the charity’s screening of donations, including, where necessary, referral to the charity’s Due Diligence Advisory Panel.

In 2024-25, the charity did not work with any third-party partners to directly deliver fundraising activities with trusts and foundations or individual donors. No complaints about the charity's fundraising activities were received during the year (2023-24: no complaints).

Into University also has an obligation to protect vulnerable people and those in vulnerable circumstances. Whenever we suspect that a potential or actual supporter is lacking capacity or is in vulnerable circumstances we will take courteous and respectful steps immediately to discontinue fundraising conversations and other fundraising communications. In these circumstances we will not accept donations.

17

INTOUNI – REPORT AND FINANCIAL STATEMENTS

I NTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Fundraising Performance

Almost all of the charity’s income comes from fundraising and the charity continued to fundraise successfully, raising £13.7m from voluntary income and event income. These funds came from educational institutions (39%), charitable trusts and foundations (27%), individual donors and funds raised at events (20%), and corporate donors (13%).

Non-Financial Support

Throughout the year the charity has received professional advice, services and time from various individuals and organisations.

The charity has received significant volunteer support from corporate partners and the charity’s stakeholder university partners. The value of this cannot be quantified reliably and so has not been included in the financial statements. However, the Trustees would like to thank everyone who has volunteered their time, professional knowledge or any other service for their generous contributions, which are hugely beneficial to the operations of the charity.

The charity is also extremely grateful for pro bono employment law advice received from Covington & Burling LLP (and in particular, Antonio Michaelides) over a number of years.

Plans for Future Periods

The charity’s current strategic plan aims to sustain the charity’s existing operations and grow the charity’s centre network to 50 in the coming years. It will respond to the rapidly increasing need for the charity’s work through sustaining and growing Into University’s long-term work in communities that are all too often buffeted by circumstances beyond their control, where there is a particular deficit of opportunity and where young people most need the charity’s support to escape cycles of poverty to achieve their undoubted potential.

The charity will be launching a new centre in Hartlepool in 2025-26, in partnership with the John Armitage Charitable Trust.

The charity is in discussions on future expansion with a number of university partners over centre openings in the coming years.

During the period of the strategic plan, the charity will aim to:

18

INTOUNI – REPORT AND FINANCIAL STATEMENTS

I NTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Principal Risks and Uncertainties

The Trustees regularly review the many risks to which the charity is exposed and the means by which these risks are managed and controlled. These range from political and reputational to legal and financial risks. The aim of the review is to ensure that Trustees are satisfied that all major risks have been identified and that appropriate internal controls are in place to manage the charity’s exposure. There is a sub-committee of the Trustee Board, the Audit and Risk Committee, which monitors risk management. The principal risks and uncertainties identified by the charity are as follows:

Risk identified Key actions to mitigate risk
Ability to raise
funding to
cover expenditure
•Appointment of new Chief Development Officer role to lead fundraising function
•New centres/projects launched only when funding has been secured for incremental
cost of the centres/projects
•General reserves policy provides additional protection against a funding shortfall
•Designated fund in reserves provides additional security during period of growth and
can be used in the event of a funding shortfall
•Monitoring by the Senior Management Team and Board of cost levers in the context
of fundraising gaps
•Modelling of scenarios to identify level of fundraising risk
Change in
government or
political aims
•Be aware of potential changes in government policies, including government support
for the financial position of universities
•Be aware of priorities of current government and the potential impact on discussions
around the level of university fees and other changes to the Higher Education sector;
work closely with university partners to assess the implications for partnerships
•Maintain strong relationships with policymakers, key people in the widening
participating field, and the Office for Students
•Agility in identifying levers for cost savings in the event of withdrawal of funding
Failure to recruit staff
or fall in quality of
recruited staff
•Thorough and targeted advertising approach, including job sites, university
advertising, social media, stakeholder support
•Pay review considers competitiveness of pay offering
•Recruitment review conducted to identify areas of improvement and focus, and to
maximise inclusiveness of process
•Offer appealing benefits package, including competitive leave structure, enhanced
pension structure, strong occupational parental pay and occupational sick pay policies,
life assurance benefit, and more
•Operate a combination of online and in-person recruitment to make recruitment
accessible and effective
Isolation of centres •Staff engagement plan in place across the charity’s network of centres
•Scheduled Senior Leadership Team engagement with centres
•Introduction of staff intranet in 2025
•Regular cross-centre leadership and programme strand meetings
•Regular meetings between Centre Leaders and members of Senior Operations Team
•Operation of cluster model, overseen by Regional Operations Managers
•Programme of staff conferences and Team Days, and Staff in FOCUS prizes and
events

19

INTOUNI – REPORT AND FINANCIAL STATEMENTS

I NTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Risk identified Key actions to mitigate risk
Loss/absence of
key staff due to
departure,
sickness, or other
leave
•Management responsibility shared between senior team
•Retention strategies for key staff, including promotion, career development, CPD,
remuneration and benefits
•Pay review process reviews the competitiveness of salaries at all levels against sector
comparators.
•Recruit sufficient staff to cover absences and in anticipation of staff turnover, within
budgetary constraints
•Monitor staff absences to ensure that staff are supported and to identify and anticipate
operational issues
•Provide adjustments to staff with disabilities or long-term health conditions, to make
roles more accessible to staff
•Maintain half-termly notice dates for operational staff to enable the charity to plan its
recruitment needs
•Consider flexible working arrangements to retain skilled staff and to react to changing
conditions
Venues pull out or
exit lease
•Maintain good relations with landlords
•Ensure sufficient notice periods are built into lease agreements
•Dedicated set-up team with knowledge base to perform site searches and plan centre
relocations
•Provision included in budget for potential additional lease/capital costs resulting from a
centre move to a new site
•Identify tangential benefits of a site move, including new funding opportunities
Withdrawal/non-
renewal of
university partner
•Long lead-in time for renewal process to allow time for reactive measures to be taken in
the event of non-renewal
•Maintain deep and wide relationships with senior university contacts, with emphasis on
communication of the charity’s impact,
•In the event of withdrawal or non-renewal, seek alternative university partners for the
centre
•Where closure is unavoidable, identify alternative routes for supporting students and
retaining staff
•Maintain designated fund to provide additional financial security in the event of a
university withdrawal, to provide additional time to seek replacement funding or to fund
period of transition

20

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Responsibilities of the Trustees

The Trustees (who are also directors of Into University for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Charity law requires the Trustees to prepare financial statements for each financial year. Under that law the Trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Agreed Accounting Practice (United Kingdom standards and applicable law). Under company law the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charity and the results of the charity for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records that are sufficient to show and explain the charity’s transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the Trustees are aware:

The Trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charity’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

21

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INTOUNI REPORT OF THE TRUSTEES – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

The Report of the Trustees, which incorporates the Strategic Report, was approved by the Trustees on 11 December 2025 and signed on their behalf by:

……………………………………..…… (Chair) Oliver Haarmann

S.Windsor ……………………………………….…. (Treasurer) Steve Windsor

22

INTOUNI – REPORT AND FINANCIAL STATEMENTS

Independent auditor’s report to the members and trustees of IntoUniversity

Opinion

We have audited the financial statements of Into University for the year ended 31 August 2025 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The trustees are responsible for the other information. The other information comprises the information included in the Report of the Trustees. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

23

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INDEPENDENT AUDITOR’S REPORT – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Report of the Trustees (which incorporates the strategic report and the directors’ report).

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 and the Charity Accounts (Scotland) Regulations (as amended) require us to report to you if, in our opinion:

Responsibilities of trustees for the financial statements

As explained more fully in the trustees’ responsibilities statement set out on page 21, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Based on our understanding of the charitable company and the environment in which it operates, we identified that the principal risks of non-compliance with laws and regulations related to employment law, safeguarding regulations and Charity and Company law, and we considered the extent to which non-compliance might have a material effect on the financial statements. We also considered those laws and regulations that have a direct impact on the preparation of the financial statements such as the Companies Act 2006, Charities Act 2011 and Charities SORP.

24

INTOUNI – REPORT AND FINANCIAL STATEMENTS

INDEPENDENT AUDITOR’S REPORT – CONTINUED FOR THE YEAR ENDED 31 AUGUST 2025

We evaluated management’s incentives and opportunities for fraudulent manipulation of the financial statements (including the risk of override of controls), and determined that the principal risks were related to recognition of income. Audit procedures performed by the engagement team included:

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006, section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005 and regulation 10 of the Charities Accounts (Scotland) Regulations 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an Auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's members as a body, for our audit work, for this report, or for the opinions we have formed.

Jane Askew (Senior Statutory Auditor) For and on behalf of HaysMac LLP, Statutory Auditor

18 December …………………………………………2025

10 Queen Street Place London EC4R 1AG

25

INTOUNI – REPORT AND FINANCIAL STATEMENTS

STATEMENT OF FINANCIAL ACTIVITIES (including Income and Expenditure Account) FOR THE YEAR ENDED 31 AUGUST 2025

2025 Total 2024 Total
Designated
funds
Expendable
Endowment
General
fund
Restricted
funds
(excluding
Permanent
Permanent
Endowment
2025 Total (excluding
Permanent
Permanent
Endowment
2024 Total
Endowment) Endowment)
£ £ £ £ £ £ £ £ £ £
Notes
Income from:
Donations and legacies 3 - - 3,637,137 10,016,296 13,653,433 - - 3,637,137 10,016,296 13,653,433 - - 3,637,137 10,016,296 13,653,433 - - 3,637,137 10,016,296 13,653,433 - - 3,637,137 10,016,296 13,653,433 - 13,653,433 11,983,365 200,000 12,183,365
Other trading activities 4 - - 53,132 6,387 59,519 - - 53,132 6,387 59,519 - - 53,132 6,387 59,519 - - 53,132 6,387 59,519 - - 53,132 6,387 59,519 - 59,519 24,295 - 24,295
Investments 5 - - 288,685 - - 288,685 - - 288,685 - 288,685 - 288,685 - 288,685 274,842 - 274,842
Donated services 3 - - 43,583 - - 43,583 - - 43,583 - 43,583 - 43,583 - 43,583 71,328 - 71,328
Total income - -4,022,537 10,022,683 14,045,220 4,022,537 10,022,683 14,045,220 4,022,537 10,022,683 14,045,220 4,022,537 10,022,683 14,045,220 - 14,045,220 12,353,830 200,000 12,553,830
Expenditure on:
Raising funds 6 - - 1,101,450 - - 1,101,450 - - 1,101,450 - 1,101,450 - 1,101,450 - 1,101,450 923,470 - 923,470
Charitable activities 6 - - 2,551,199 10,126,176 12,677,375 - - 2,551,199 10,126,176 12,677,375 - - 2,551,199 10,126,176 12,677,375 - - 2,551,199 10,126,176 12,677,375 - - 2,551,199 10,126,176 12,677,375 - 12,677,375 11,112,723 - 11,112,723
Donated services 6 - - 43,583 - - 43,583 - - 43,583 - 43,583 - 43,583 - 43,583 71,328 - 71,328
Total expenditure - -3,696,232 10,126,176 13,822,408 3,696,232 10,126,176 13,822,408 3,696,232 10,126,176 13,822,408 3,696,232 10,126,176 13,822,408 - 13,822,408 12,107,521 - 12,107,521
Net income before losses on
investments
7 - - 326,305 (103,493) - - 326,305 (103,493) - - 326,305 (103,493) - - 326,305 (103,493) 222,812 - 222,812 246,309 200,000 446,309
Net gains/(losses) on investments 37,629 10,734 13,311 37,629 10,734 13,311 37,629 10,734 13,311 - 61,674 - 61,674 77,831 139,505 123,536 206,583 330,119
Net income 37,629 10,734 339,616 (103,493) 37,629 10,734 339,616 (103,493) 37,629 10,734 339,616 (103,493) 37,629 10,734 339,616 (103,493) 284,486 77,831 362,317 369,845 406,583 776,428
Transfers between funds (200,000) - 200,000 - 200,000 - - - - - - - - -
Funds brought forward 744,393 158,198 4,247,095 424,902 5,574,588 744,393 158,198 4,247,095 424,902 5,574,588 744,393 158,198 4,247,095 424,902 5,574,588 744,393 158,198 4,247,095 424,902 5,574,588 744,393 158,198 4,247,095 424,902 5,574,588 2,333,559 7,908,147 5,204,743 1,926,976 7,131,719
Total funds carried forward 582,022 168 022 168,932 4 932 4,786,711 321 711 321,409 5 409 5,859,074 2,411,390 8,270,464 5,574,588 2,333,559 7,908,147

The notes on pages 29 – 43 form part of these financial statements. The comparative Statement of Financial Activities is shown on page 43.

The Statement of Financial Activities includes all gains and losses recognised in the year. All amounts derive from continuing activities. For the purposes of the Companies Act, the Statement of Income and Expenditure excludes Permanent Endowment funds, and therefore is the column entitled “2025 Total (excluding Permanent Endowment)”.

26

INTOUNI – REPORT AND FINANCIAL STATEMENTS

BALANCE SHEET AS AT 31 AUGUST 2025

2025 2024
£ £
Notes
Fixed Assets:
Investments - managed funds 10 3,590,294 3,384,883
Long-term deposits 2,419,082 1,356,900
6,009,376 4,741,783
Current assets:
Debtors and prepayments 11 600,511 436,717
Cash at bank & in hand 6,198,127 6,228,467
6,798,638 6,665,184
Creditors:
Amounts falling due within one year 12 4,537,550 3,498,820
Net current assets 2,261,088 3,166,364
Net assets 13 8,270,464 7,908,147
The funds of the charity:
Unrestricted funds:
General funds 14 4,786,711 4,247,095
Designated funds 14 582,022 744,393
Restricted funds:
Operating funds 14 321,409 424,902
Permanent endowment 14 2,411,390 2,333,559
Expendable endowment 14 168,932 158,198
8,270,464 7,908,147

Approved by the Trustees and authorised for issue on 11 December 2025 and signed on their behalf by:

…………………………………………………..

(Chair)

Oliver Haarmann

S.Windsor

………………………………………………….. (Treasurer) Steve Windsor

Company Number: 06019150

The notes on pages 29 – 43 form part of these financial statements.

27

INTOUNI – REPORT AND FINANCIAL STATEMENTS

STATEMENT OF CASH FLOWS AS AT 31 AUGUST 2025

2025 2024
£ £
Note
Net cash provided by / (used in) operating activities A 809,063 (339,398)
Cash flows from investing activities
Interest income 226,503 198,052
Purchase of investments (1,313,247) (165,000)
Proceeds from long-term deposits - 1,000,000
Proceeds from the sale of investments 1,247,341 -
Cash provided by (used in) investing activities (839,403) 1,033,052
(Decrease) / increase in cash and cash equivalents in the year (30,340) 693,654
Cash and cash equivalents (net funds) at the beginning of the year 6,228,467 5,534,813
Total cash and cash equivalents (net funds) at the end of the year 6,198,127 6,228,467

A: RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING ACTIVITIES

2025 2024
£ £
Net income for the reporting period 362,317 776,428
Adjustments for:
Investment income (179,232)
(170,846)
(170,846)
(Gains)/losses on investments (139,505)
(330,119)
(330,119)
Dividends, interest and rents from investments (109,453)
(103,996)
(103,996)
Increase in debtors (163,794)
(69,522)
(69,522)
Increase / (decrease) in creditors 1,038,730
(441,343)
(441,343)
Net cash provided by (used in) operating activities 809,063
(339,398)

28

INTOUNI – REPORT AND FINANCIAL STATEMENTS

1. Accounting Policies

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

(a) Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Second edition, effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Into University meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

(b) Preparation of accounts on a going concern basis

The Trustees consider there are no material uncertainties about the charity’s ability to continue as a going concern. The review of its financial position, reserves levels and future plans gives Trustees confidence that the charity remains a going concern for the foreseeable future.

(c) Fund accounting

(d) Income

All income is recognised once the charity has entitlement to income, it is probable that income will be received and the amount of income receivable can be measured reliably. The following specific policies are applied to particular categories of income:

29

INTOUNI – REPORT AND FINANCIAL STATEMENTS

1. Accounting Policies (continued)

(e) Expenditure

(f) Taxation

The charity is an exempt charity within the meaning of section 466 to section 493 of the Corporation Taxes Act 2010.

The charity is not registered for VAT.

(g) Financial Instruments

The charitable company only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

(h) Fixed assets

Fixed asset additions are included at cost. Individual items purchased with a value greater than £10,000 are capitalised. The charity currently holds no fixed assets at an original cost greater than this value.

(i) Investments

(j) Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

(k) Debtors

Trade and other debtors are recognised at the settlement amount due. Prepayments are valued at the amount prepaid net of any trade discounts due.

30

INTOUNI – REPORT AND FINANCIAL STATEMENTS

1. Accounting Policies (continued)

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

(m) Employee benefits

(n) Legal status

IntoUni is a company limited by guarantee and has no share capital. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity.

(o) Operating leases

Rentals applicable to operating leases, where substantially all of the benefits and risks of ownership remain with the lessor, are charged to the Statement of Financial Activities on a straight line basis over the lease term.

2. Judgements and key sources of estimation uncertainty

Preparation of the financial statements requires management to make significant judgements and estimates. Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. The only area where estimation uncertainty applies is the valuation of gifts in kind.

31

INTOUNI – REPORT AND FINANCIAL STATEMENTS

3. Donations and legacies

Unrestricted Restricted Permanent
Endowment
Permanent
Endowment
2025 Unrestricted Restricted Permanent
Endowment
Permanent
Endowment
2024
£ £ £ £ £ £ £ £
Grants and donations
AJ Bell Futures Foundation - 140,000 - 140,000 - 100,000 - 100,000
AKO Foundation 100,000 - - 100,000 100,000 - - 100,000
Alasol ASBL - 322,845 - 322,845 - 271,073 - 271,073
Anonymous grants 150,000 956,865 - 1,106,865 100,000 1,009,256 100,000 1,209,256
The Apax Foundation 140,000 - - 140,000 140,000 - - 140,000
Apollo Opportunity Foundation - 199,935 - 199,935 - - - -
Aurum Charitable Trust - - - - - 100,000 - 100,000
Esmée Fairbairn Foundation 100,000 - - 100,000 100,000 - - 100,000
Fonds Jean & Hélène Peters - 100,000 - 100,000 - - - -
Garfield Weston Foundation - 336,667 - 336,667 - 333,333 - 333,333
The Inflexion Foundation 150,000 250,000 - 400,000 179,168 104,168 - 283,336
The Jongen Charitable Trust 200,000 - - 200,000 100,000 - - 100,000
Kristian Gerhard Jebsen Foundation 500,000 - - 500,000 500,000 - - 500,000
Monday Charitable Trust - 300,000 - 300,000 - 300,000 - 300,000
The Peter Cundill Foundation 155,829 - - 155,829 155,557 - - 155,557
Stitchting West Coast Foundation - 100,000 - 100,000 - 100,000 - 100,000
UBS Optimus Foundation UK 75,000 49,111 - 124,111 - 75,000 - 75,000
Corporate donations of less than £100,000 294,893 568,310 - 863,203 235,089 607,352 - 842,441
Trust donations of less than £100,000 237,181 775,012 - 1,012,193 324,604 834,058 - 1,158,662
Individual donors 1,492,995 593,117 - 2,086,112 1,383,559 242,145 100,000 1,725,704
Gift Aid 40,813 10,000 - 50,813 53,371 - - 53,371
Statutory, university and school funding
Anglia Ruskin University - 322,270 - 322,270 - 315,000 - 315,000
Bath, University of - 281,668 - 281,668 - 281,669 - 281,669
Birmingham City University - - - - - 125,000 - 125,000
Bristol, University of - 166,668 - 166,668 - 219,568 - 219,568
University of Hull and University of York - 363,840 - 363,840 - 233,816 - 233,816
King's College, Cambridge - 180,000 - 180,000 - - - -
King's College London - 125,000 - 125,000 - 125,000 - 125,000
Leeds, University of - 388,016 - 388,016 - 388,000 - 388,000
Liverpool, University of, the LFC Foundation, Everton in the
Community, and Steve Morgan Foundation
- 300,000 - 300,000 - 300,000 - 300,000
Manchester, University of - 230,000 - 230,000 - 225,000 - 225,000
Newcastle University - 170,826 - 170,826 - 122,500 - 122,500
Northumbria University - 170,833 - 170,833 - 123,500 - 123,500
Nottingham, University of - 420,000 - 420,000 - 375,000 - 375,000
Queens' College, Cambridge - 180,000 - 180,000 - 180,000 - 180,000
Southampton, University of - 125,000 - 125,000 - 125,000 - 125,000
University of East Anglia - 300,000 - 300,000 - 300,000 - 300,000
University of Edinburgh and University of Glasgow - 691,145 - 691,145 - 407,161 - 407,161
Warwick, University of - 235,000 - 235,000 - 135,000 - 135,000
University donations of less than £100,000 426 651,668 - 652,094 - 541,918 - 541,918
Independent Schools - 12,500 - 12,500 - 12,500 - 12,500
3,637,137 10,016,296 - 13,653,433 3,371,348 8,612,017 200,000 12,183,365

In addition to the income disclosed in the table above, £43,583 legal and professional support was received through pro bono donations (year ended 31 August 2024: £71,328). Donated services are analysed as unrestricted income and expenditure within the financial statements.

32

INTOUNI – REPORT AND FINANCIAL STATEMENTS

4. Other trading activities

Unrestricted Restricted 2025 Unrestricted Restricted 2024
£ £ £ £ £ £
Event income 53,132 6,387 59,519 - 24,295 24,295
53,132 6,387 59,519 - 24,295 24,295

5. Investment Income

Unrestricted Restricted 2025 Unrestricted Restricted 2024
£ £ £ £ £ £
Bank interest 179,230 - 179,230 170,846 - 170,846
Dividends 109,455 - 109,455 103,996 - 103,996
288,685 - 288,685 274,842 - 274,842

33

INTOUNI – REPORT AND FINANCIAL STATEMENTS

6. Expenditure

Staff costs Direct costs Total costs Reallocation of
support /
2025
12 months
governance
costs
ended 31 Aug
£ £ £ £ £
Raising funds
Costs of generating voluntary income 706,866 131,931 838,797 262,653 1,101,450
Charitable activities
IU Birmingham North - 3,585 3,585 - 3,585
IU Bow 222,745 49,052 271,797 19,193 290,990
IU Bradford East 199,608 59,313 258,921 19,193 278,114
IU Brent 223,302 52,156 275,458 19,193 294,651
IU Brighton 184,905 65,988 250,893 19,193 270,086
IU Bristol East 203,238 88,968 292,206 19,193 311,399
IU Bristol South 196,683 54,720 251,403 19,193 270,596
IU Brixton 221,694 52,778 274,472 19,193 293,665
IU Clacton 199,091 71,193 270,284 19,193 289,477
IU Coventry 200,022 59,355 259,377 19,193 278,570
IU Craigmillar 188,012 64,238 252,250 19,193 271,443
IU East Ham 214,784 7,259 222,043 19,193 241,236
IU Govan 194,564 71,800 266,364 19,193 285,557
IU Great Yarmouth 194,823 77,126 271,949 19,193 291,142
IU Hackney Downs 233,255 56,551 289,806 19,193 308,999
IU Hackney South 222,320 73,036 295,356 19,193 314,549
IU Hammersmith 219,730 67,358 287,088 19,193 306,281
IU Haringey North 216,700 59,613 276,313 19,193 295,506
IU Hull 192,357 60,251 252,608 19,193 271,801
IU Kennington 218,561 51,184 269,745 19,193 288,938
IU Kirkby 196,275 60,169 256,444 19,193 275,637
IU Leeds East 189,742 65,621 255,363 19,193 274,556
IU Leeds South 200,967 63,853 264,820 19,193 284,013
IU Leeds Extension Project 167,928 60,151 228,079 19,193 247,272
IU Leicester 190,261 60,664 250,925 19,193 270,118
IU Manchester North 184,447 61,341 245,788 19,193 264,981
IU Maryhill 188,005 54,805 242,810 19,193 262,003
IU Newcastle 199,032 56,534 255,566 19,193 274,759
IU North Islington 213,271 62,522 275,793 19,193 294,986
IU North Liverpool 199,407 70,762 270,169 19,193 289,362
IU Norwich 205,651 60,461 266,112 19,193 285,305
IU Nottingham East 189,064 60,907 249,971 19,193 269,164
IU Nottingham West 190,825 60,374 251,199 19,193 270,392
IU North Kensington* - 190,000 190,000 - 190,000
IU Nottingham Central 192,052 63,657 255,709 19,193 274,902
IU Oxford South East 185,077 53,009 238,086 19,193 257,279
IU Peterborough 181,960 56,533 238,493 19,193 257,686
IU Salford 198,771 57,965 256,736 19,193 275,929
IU Southampton West 195,937 59,401 255,338 19,193 274,531
IU Walworth 229,406 75,240 304,646 19,193 323,839
IU Weston-super-Mare 203,736 48,536 252,272 19,193 271,465
IU Bridlington 187,075 61,634 248,709 19,193 267,902
IU Grimsby 179,505 64,538 244,043 19,193 263,236
IU Birmingham East 197,033 54,152 251,185 19,193 270,378
IU Middlesbrough 174,485 86,308 260,793 19,193 279,986
IU Gateshead 93,188 52,136 145,324 12,795 158,119
IU Hartlepool 14,777 8,122 22,899 - 22,899
IU Boarding Schools Bursary Project 47,553 8,516 56,069 - 56,069
IU Adult and Family Learning Project 112,048 22,880 134,928 - 134,928
Other Projects and Programmes 8,221 70,873 79,094 - 79,094
8,862,093 2,977,188 11,839,281 838,094 12,677,375
Support costs 736,109 252,649 988,758 (988,758) -
Donated services - 43,583 43,583 - 43,583
Governance costs
External audit - 21,000 21,000 (21,000) -
Trustees’ indemnity insurance - 1,060 1,060 (1,060) -
Other costs 78,856 11,073 89,929 (89,929) -
78,856 33,133 111,989 (111,989) -
Total expenditure 10,383,924 3,438,484 13,822,408 - 13,822,408

Total cost of Into University North Kensington provision within The ClementJames Centre was £316,268 (year to August 2024: £331,414), of which Into* University contributed £190,000.

34

INTOUNI – REPORT AND FINANCIAL STATEMENTS

6. Expenditure (continued)

Staff costs Direct costs Total costs Reallocation of
support /
2024
12 months
governance
costs
ended 31 Aug
£ £ £ £ £
Raising funds
Costs of generating voluntary income 615,376 104,541 719,917 203,553 923,470
Charitable activities
IU Birmingham North 171,771 54,201 225,972 17,960 243,932
IU Bow 199,558 81,596 281,154 17,960 299,114
IU Bradford East 174,611 61,056 235,667 17,960 253,627
IU Brent 202,585 59,902 262,487 17,960 280,447
IU Brighton 172,507 68,419 240,926 17,960 258,886
IU Bristol East 181,322 78,012 259,334 17,960 277,294
IU Bristol South 173,326 58,816 232,142 17,960 250,102
IU Brixton 198,958 56,679 255,637 17,960 273,597
IU Clacton 177,748 77,611 255,359 17,960 273,319
IU Coventry 173,861 58,009 231,870 17,960 249,830
IU Craigmillar 176,907 63,946 240,853 17,960 258,813
IU East Ham 183,514 66,086 249,600 17,960 267,560
IU Govan 182,531 71,564 254,095 17,960 272,055
IU Great Yarmouth 176,898 77,728 254,626 17,960 272,586
IU Hackney Downs 192,384 59,254 251,638 17,960 269,598
IU Hackney South 194,356 54,468 248,824 17,960 266,784
IU Hammersmith 207,753 63,735 271,488 17,960 289,448
IU Haringey North 204,005 58,885 262,890 17,960 280,850
IU Hull 168,390 62,168 230,558 17,960 248,518
IU Kennington 201,731 54,394 256,125 17,960 274,085
IU Leeds East 176,014 63,124 239,138 17,960 257,098
IU Leeds South 182,800 64,698 247,498 17,960 265,458
IU Leeds Extension Project 149,782 61,242 211,024 17,960 228,984
IU Manchester North 169,166 58,718 227,884 17,960 245,844
IU Mary Hill 184,067 51,545 235,612 17,960 253,572
IU Newcastle 188,342 59,973 248,315 17,960 266,275
IU North Islington 194,546 65,064 259,610 17,960 277,570
IU North Liverpool 183,192 75,143 258,335 17,960 276,295
IU Norwich 187,315 57,676 244,991 17,960 262,951
IU Nottingham East 181,917 66,689 248,606 17,960 266,566
IU Nottingham West 163,138 55,826 218,964 17,960 236,924
IU North Kensington* - 190,000 190,000 - 190,000
IU Nottingham Central 172,537 67,507 240,044 17,960 258,004
IU Oxford South East 178,778 56,239 235,017 17,960 252,977
IU Peterborough 176,056 61,123 237,179 17,960 255,139
IU Salford 183,378 61,043 244,421 17,960 262,381
IU Southampton West 165,423 66,729 232,152 17,960 250,112
IU Walworth 203,866 72,322 276,188 17,960 294,148
IU Weston-super-Mare 176,060 63,642 239,702 17,960 257,662
IU Kirkby 156,080 90,426 246,506 17,960 264,466
IU Leicester 140,019 80,935 220,954 17,960 238,914
IU Bridlington 48,591 66,507 115,098 11,973 127,071
IU Grimsby 59,400 66,755 126,155 11,973 138,128
IU Birmingham East - 18,284 18,284 - 18,284
IU Middlesbrough 11,843 3,833 15,676 - 15,676
IU Boarding Schools Bursary Project 39,278 8,731 48,009 - 48,009
IU Bristol Expansion 30,148 8,673 38,821 - 38,821
IU Adult and Family Learning Project 4,949 - 4,949 - 4,949
7,421,401 2,948,976 10,370,377 742,346 11,112,723
Support costs 662,948 195,006 857,954 (857,954) -
Donated services - 71,328 71,328 - 71,328
Governance costs
External audit - 19,140 19,140 (19,140) -
Trustees’ indemnity insurance - 964 964 (964) -
Other costs 58,297 9,544 67,841 (67,841) -
58,297 29,648 87,945 (87,945) -
Total expenditure 8,758,022 3,349,499 12,107,521 - 12,107,521

35

INTOUNI – REPORT AND FINANCIAL STATEMENTS

6. Expenditure (continued)

Support costs were constituted as follows:

2025 2024
£ £
Staff costs 736,109 662,948
Other employment costs 20,067 17,084
Direct costs 232,582 177,922
988,758 857,954
7.
Net income for the year
This is stated after charging:
2025 2024
£ £
Operating lease payments - land and buildings 1,041,468 1,010,282
Operating lease payments - office equipment 25,552 20,844
Auditor's remuneration (including VAT) 21,000 19,140
1,088,020 1,050,266

No expenses were reimbursed to Trustees in the current or prior year. No Trustee received remuneration in the current or prior year.

36

INTOUNI – REPORT AND FINANCIAL STATEMENTS

8. Staff costs and numbers

2025 2024
£ £
Salaries and wages 8,884,939 7,649,070
Social security costs 972,061 738,069
Pension contributions 508,924 370,883
Redundancy and/or termination payments 18,000 -
10,383,924 8,758,022
The average number of employees during the year was as follows:
Projects and activities 235 218
Central functions 46 42
281 260
Employees who earned more than £60,000 p.a. were as follows:
2025 2024
No. No.
£60,000-£69,999 3 2
£70,000-£79,999 1 -
£100,000-£109,999 1 1
5 3

Employer pension contributions made on behalf of these employees amounted to £28,367 (2024: £14,169).

The total employee benefits of the key management personnel of the charity were £384,686 (2024: £316,839).

9. Taxation

The charity is exempt from tax on income and gains falling within the meaning of section 466 to section 493 of the Corporation Taxes Act 2010 to the extent that these are applied to its charitable objects. No tax charges have arisen in the charity.

37

INTOUNI – REPORT AND FINANCIAL STATEMENTS

10. Investments – managed funds

2025 2024
£ £
Market value at start of period 3,384,883 2,889,764
Additions at cost 1,313,247 165,000
Disposal proceeds (1,247,341) -
Net gain/(loss) on revaluation for the period 139,505 330,119
Market value at period end 3,590,294 3,384,883
Historical cost at period end 3,332,329 3,019,080
Analysis of holdings:
Shareholdings of more than 5% of the portfolio:
2025 2024
Equity and Fixed Income Investments Units £ £
BlackRock Charities Grow th & Income Fund A Inc - - 773,338
BlackRock Charities UK Bond Fund A Inc 155,456 219,425 123,568
CCLA COIF Charities Fixed Interest Inc 180,242 232,206 133,355
iShares 100 UK Equity Index Fund (UK) D Acc 73,011 196,314 173,534
iShares Corporate Bond Index Fund (UK) D Acc 353,915 576,634 438,098
SUTL Cazenove Charity Equity Income Fund A Inc 1,066,379 1,110,104 1,327,028
SUTL Cazenove Charity Equity Value Fund A Inc 62,621 348,363 415,962
SUTL Cazenove Charity Sustainable Mulit-Asset Fund 1,541,104 907,248 -
3,590,294 3,384,883

11.
Debtors
2025 2024
£ £
Prepayments 81,975 86,275
Accrued income 452,520 307,508
Other debtors 66,016 42,934
600,511 600,511 436,717

38

INTOUNI – REPORT AND FINANCIAL STATEMENTS

12. Creditors: Amounts falling due within one year

2025 2024
£ £
Deferred income 3,839,118 2,868,790
Social security and other taxes 243,784 195,116
Trade creditors and accruals 454,648 434,914
4,537,550 3,498,820

Deferred income relates to grants and donations paid in advance of the period in which they are to be spent. These will be released according to their entitlement status in subsequent years.

2025 2024
£ £
Analysis of deferred income:
Balance brought forward 2,868,790 3,376,713
Released to the SOFA during the year (2,868,790) (3,376,713)
Amount deferred during the year 3,839,118 2,868,790
Balance at 31 August 3,839,118 2,868,790

13. Analysis of net assets between funds

Designated
funds
Expendable
endowment
Permanent
endowment
Unrestricted
**funds **
Restricted funds 2025
Total
£ £ £ £ £ £
Equity investments 426,152 163,791 908,416 351,128 - 426,152 163,791 908,416 351,128 - 426,152 163,791 908,416 351,128 - 426,152 163,791 908,416 351,128 - 426,152 163,791 908,416 351,128 - 1,849,487
Multi-asset investments - - 907,248 - - - - 907,248 - - - - 907,248 - - - - 907,248 - - - - 907,248 - - 907,248
Fixed income investments 136,477 5,141 576,634 115,307 - 136,477 5,141 576,634 115,307 - 136,477 5,141 576,634 115,307 - 136,477 5,141 576,634 115,307 - 136,477 5,141 576,634 115,307 - 833,559
Long-term deposits 19,393 - 19,092 2,380,597 - 19,393 - 19,092 2,380,597 - 19,393 - 19,092 2,380,597 - 19,393 - 19,092 2,380,597 - 19,393 - 19,092 2,380,597 - 2,419,082
Current assets - - - 2,638,111 4,160,527 - - - 2,638,111 4,160,527 - - - 2,638,111 4,160,527 - - - 2,638,111 4,160,527 - - - 2,638,111 4,160,527 6,798,638
Current liabilities - - - (698,432) - - - (698,432) - - - (698,432) - - - (698,432) (3,839,118) (4,537,550)
Net assets at 31 August 582,022 168,932 2,411,390 4,786,711 321,409 8,270,464
Designated
funds
Expendable
endowment
Permanent
endowment
Unrestricted
**funds **
Restricted funds 2024
Total
£ £ £ £ £ £
Equity investments 536,533 153,057 1,810,461 189,810 - 536,533 153,057 1,810,461 189,810 - 536,533 153,057 1,810,461 189,810 - 536,533 153,057 1,810,461 189,810 - 536,533 153,057 1,810,461 189,810 - 2,689,861
Multi-asset investments - - - - - - - - - - - - - - - - - - - - - - - - - -
Fixed income investments 188,467 5,141 438,098 63,316 - 188,467 5,141 438,098 63,316 - 188,467 5,141 438,098 63,316 - 188,467 5,141 438,098 63,316 - 188,467 5,141 438,098 63,316 - 695,022
Long-term deposits 19,393 - - 1,337,507 - 19,393 - - 1,337,507 - 19,393 - - 1,337,507 - 19,393 - - 1,337,507 - 19,393 - - 1,337,507 - 1,356,900
Current assets - - 85,000 3,286,492 3,293,692 - - 85,000 3,286,492 3,293,692 - - 85,000 3,286,492 3,293,692 - - 85,000 3,286,492 3,293,692 - - 85,000 3,286,492 3,293,692 6,665,184
Current liabilities - - - (630,030) - - - (630,030) - - - (630,030) - - - (630,030) (2,868,790) (3,498,820)
Net assets at 31 August 744,393 158,198 2,333,559 4,247,095 424,902 7,908,147

39

INTOUNI – REPORT AND FINANCIAL STATEMENTS

14. Movements in funds

At 1
September
2024
Unrealised
gains
Income Expenditure Transfers At 31
August 2025
£ £ £ £ £ £
Restricted Funds:
IU Head Office 128,283 - 1,049,646 (1,100,343) - 77,586
IU Birmingham North - - 112 (112) - -
IU Bow - - 112,946 (112,946) - -
IU Bradford East - - 226,695 (226,695) - -
IU Brent - - 131,866 (131,866) - -
IU Brighton - - 244,275 (244,275) - -
IU Bristol East - - 221,747 (221,747) - -
IU Bristol South - - 118,314 (118,314) - -
IU Brixton - - 102,571 (102,571) - -
IU Clacton - - 282,562 (282,562) - -
IU Coventry - - 159,532 (159,532) - -
IU Craigmillar 105,511 - 221,483 (271,413) - 55,581
IU East Ham - - 43,729 (43,729) - -
IU Govan 70,793 - 221,483 (285,527) - 6,749
IU Great Yarmouth - - 260,232 (260,232) - -
IU Hackney Downs - - 183,869 (183,869) - -
IU Hackney South - - 68,623 (68,623) - -
IU Hammersmith - - 138,234 (138,234) - -
IU Haringey North - - 176,766 (176,766) - -
IU Hull 20,480 - 251,130 (271,610) - -
IU Kennington - - 236,197 (236,197) - -
IU Kirkby - - 217,132 (217,132) - -
IU Leicester - - 230,268 (230,268) - -
IU Leeds East - - 146,103 (146,103) - -
IU Leeds Extension Project - - 153,457 (153,457) - -
IU Leeds South - - 179,457 (179,457) - -
IU Manchester North 20,017 - 317,053 (264,951) - 72,119
IU Maryhill 79,818 - 221,497 (261,987) - 39,328
IU Newcastle - - 252,218 (252,218) - -
IU North Islington - - 73,011 (73,011) - -
IU North Liverpool - - 171,109 (171,109) - -
IU Norwich - - 271,765 (271,328) - 437
IU Nottingham Central - - 204,911 (204,911) - -
IU Nottingham East - - 163,708 (163,708) - -
IU Nottingham West - - 163,946 (163,946) - -
IU North Kensington - - 101,505 (101,505) - -
IU Oxford South East - - 154,831 (154,831) - -
IU Peterborough - - 252,223 (252,223) - -
IU Salford - - 316,062 (275,854) - 40,208
IU Southampton West - - 172,754 (172,754) - -
IU Walworth - - 80,507 (80,507) - -
IU Weston-super-Mare - - 258,888 (258,888) - -
IU Bridlington - - 260,476 (260,476) - -
IU Grimsby - - 261,378 (261,378) - -
IU Birmingham East - - 195,859 (195,859) - -
IU Middlesbrough - - 275,146 (275,146) - -
IU Gateshead - - 185,991 (157,951) - 28,040
IU Hartlepool - - 22,899 (22,899) - -
IU Boarding Schools Bursary Project - - 56,069 (56,069) - -
IU Adult and Family Learning Project - - 134,928 (134,928) - -
Other Projects and Programmes - - 75,520 (74,159) - 1,361
Total restricted funds 424,902 - 10,022,683 (10,126,176) - 321,409
Unrestricted funds:
General funds 4,247,095 13,311 4,022,537 (3,696,232) 200,000 4,786,711
Designated funds 744,393 37,629 - - (200,000) 582,022
Expendable endowment 158,198 10,734 - - 168,932
Permanent endowment 2,333,559 77,831 - 2,411,390
Total unrestricted funds 7,483,245 139,505 4,022,537 (3,696,232) - 7,949,055
Net incoming resources and
unrealised gains
7,908,147 139,505 14,045,220 (13,822,408) - 8,270,464

40

INTOUNI – REPORT AND FINANCIAL STATEMENTS

14. Movements in funds (continued)

At 1 September
2023 Unrealised
gains
Income Expenditure Transfers At 31
August 2024
£ £ £ £ £ £
Restricted Funds:
IU Head Office 80,406 - 970,073 (922,196) - 128,283
IU Birmingham North - - 136,972 (136,972) - -
IU Bow - - 136,646 (136,646) - -
IU Bradford East 14,000 - 229,325 (243,325) - -
IU Brent - - 91,768 (91,768) - -
IU Brighton - - 241,491 (241,491) - -
IU Bristol East - - 139,031 (139,031) - -
IU Bristol South - - 166,013 (166,013) - -
IU Brixton - - 86,103 (86,103) - -
IU Clacton - - 256,899 (256,899) - -
IU Coventry - - 148,104 (148,104) - -
IU Craigmillar 72,361 - 291,948 (258,798) - 105,511
IU East Ham - - 29,875 (29,875) - -
IU Govan 50,885 - 291,963 (272,055) - 70,793
IU Great Yarmouth - - 246,254 (246,254) - -
IU Hackney Downs - - 143,304 (143,304) - -
IU Hackney South - - 29,756 (29,756) - -
IU Hammersmith - - 109,435 (109,435) - -
IU Haringey North - - 197,359 (197,359) - -
IU Hull 20,000 - 248,971 (248,491) - 20,480
IU Kennington - - 206,973 (206,973) - -
IU Leeds East - - 151,437 (151,437) - -
IU Leeds Extension Project - - 135,721 (135,721) - -
IU Leeds South - - 155,143 (155,143) - -
IU Manchester North - - 265,861 (245,844) - 20,017
IU Mary Hill 45,818 - 285,104 (251,104) - 79,818
IU Newcastle - - 265,918 (265,918) - -
IU North Islington - - 42,039 (42,039) - -
IU North Liverpool - - 210,874 (210,874) - -
IU Norwich - - 258,444 (258,444) - -
IU Nottingham Central - - 159,838 (159,838) - -
IU Nottingham East - - 143,595 (143,595) - -
IU Nottingham West - - 139,000 (139,000) - -
IU North Kensington - - 87,436 (87,436) - -
IU Oxford South East - - 134,414 (134,414) - -
IU Peterborough - - 253,952 (253,952) - -
IU Salford 10,669 - 206,141 (216,810) - -
IU Southampton West - - 240,754 (240,754) - -
IU Walworth - - 57,586 (57,586) - -
IU Weston-super-Mare - - 254,479 (254,479) - -
IU Kirkby - - 242,928 (242,928) - -
IU Leicester - - 226,205 (226,205) - -
IU Bridlington - - 118,010 (118,010) - -
IU Grimsby - - 102,972 (102,972) - -
IU Birmingham East - - 2,584 (2,584) - -
IU Middlesbrough - - 10,802 (10,802) - -
IU Boarding Schools Bursary Project - - 33,766 (33,766) - -
IU Bristol Expansion - - 52,347 (52,347) - -
IU Adult and Family Learning Project - - 699 (699) - -
Total restricted funds 294,139 - 8,636,312 (8,505,549) - 424,902
Unrestricted funds:
General funds 3,925,361 6,188 3,717,518 (3,601,972) 200,000 4,247,095
Designated funds 846,701 97,692 - - (200,000) 744,393
Expendable endowment 138,542 19,656 - - 158,198
Permanent endowment 1,926,976 206,583 200,000 2,333,559
Total unrestricted funds 6,837,580 330,119 3,917,518 (3,601,972) - 7,483,245
Net incoming resources and
unrealised gains
7,131,719 330,119 12,553,830 (12,107,521) - 7,908,147

41

INTOUNI – REPORT AND FINANCIAL STATEMENTS

14. Movements in funds (continued)

Where donors have requested that their donations should be used to fund specific centres or activities, such amounts have been allocated as restricted funds as shown above.

There are £242,462 restricted funds relating to specific centres – principally for Scotland (£101,658), Manchester North (£72,119), Salford Central (£40,208), and Gateshead (£28,040).

There are restricted funds of £78,947 carried forward for various Head Office and central project costs, including restricted funding of £53,274 for central support roles.

The charity holds a designated fund of £582,022 to provide the charity with additional financial security during its growth plan. The charity has an expendable endowment of £168,932 arising from legacies and donations made specifically for that purpose. The charity also has a permanent endowment of £2,411,390 to generate an ongoing income stream for the charity.

The Trustees decided to transfer £200,000 from the designated fund to the general fund during the year, in line with the expectation to utilise the designated fund over the course of the charity’s growth plan.

15. Accommodation

The charity rents spaces for its head office and a number of its centres at rates not available on the open market. It is not possible to quantify the benefit.

16. Control

The charity has no individual who can exercise ultimate control.

17. Related party transactions

During the period the charity paid grants to The ClementJames Centre totalling £190,000 (year ended 31 August 2023: £190,000). £190,000 related to a grant for Into University North Kensington. No Trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity during the year.

Total donations received from Trustees during the year were £1,162,137 (year ended 31 August 2024: £1,201,194).

At the year end, a balance of £436 was owed to The ClementJames Centre by the charity, and a balance of £7,444 was owed to the charity by The ClementJames Centre.

There were no other related party transactions during the year.

42

INTOUNI – REPORT AND FINANCIAL STATEMENTS

18. Operating Lease Commitments

At the year end, the charity was committed to the following future annual minimum lease payments in respect of operating leases:

Land and buildings Land and buildings Office Equipment Office Equipment
2025 2024 2025 2024
£ £ £ £
In less than one year 714,444 618,356 714,444 618,356 18,027 8,291 18,027 8,291
In two to five years 902,549 1,061,581 902,549 1,061,581 17,968 6,922 17,968 6,922
In more than five years - - - - - - - -
1,616,993 1,679,937 1,616,993 1,679,937 35,995 15,213 35,995 15,213

19. Members

The ultimate control of the charity lies with the members who pledge to pay £1 in the event of the charity winding up. There were 11 members at 31 August 2025 (2024: 11).

20. Comparative Statement of Financial Activities (2024):

2024 Total
Designated
funds
Expendable
Endowment
General
fund
Restricted
funds
(excluding
Permanent
Permanent
Endowment
2024 Total
Endowment)
£ £ £ £ £ £ £
Notes
Income from:
Donations and legacies 3 - - 3,371,348 8,612,017 11,983,365 - - 3,371,348 8,612,017 11,983,365 - - 3,371,348 8,612,017 11,983,365 - - 3,371,348 8,612,017 11,983,365 - - 3,371,348 8,612,017 11,983,365 200,000 12,183,365
Other trading activities 4 - - - 24,295 24,295 - - - 24,295 24,295 - - - 24,295 24,295 - - - 24,295 24,295 - - - 24,295 24,295 - 24,295
Investments 5 - - 274,842 - - 274,842 - - 274,842 - 274,842 - 274,842 - 274,842
Donated services 3 - - 71,328 - - 71,328 - - 71,328 - 71,328 - 71,328 - 71,328
Total income - -3,717,518 8,636,312 12,353,830 3,717,518 8,636,312 12,353,830 3,717,518 8,636,312 12,353,830 3,717,518 8,636,312 12,353,830 200,000 12,553,830
Expenditure on:
Raising funds 6 - - 923,470 - - 923,470 - - 923,470 - 923,470 - 923,470 - 923,470
Charitable activities 6 - - 2,607,174 8,505,549 11,112,723 - - 2,607,174 8,505,549 11,112,723 - - 2,607,174 8,505,549 11,112,723 - - 2,607,174 8,505,549 11,112,723 - - 2,607,174 8,505,549 11,112,723 - 11,112,723
Donated services 6 - - 71,328 - - 71,328 - - 71,328 - 71,328 - 71,328 - 71,328
Total expenditure - -3,601,972 8,505,549 12,107,521 3,601,972 8,505,549 12,107,521 3,601,972 8,505,549 12,107,521 3,601,972 8,505,549 12,107,521 - 12,107,521
Net income before losses on
investments
7 - - 115,546 130,763 246,309 - - 115,546 130,763 246,309 - - 115,546 130,763 246,309 - - 115,546 130,763 246,309 - - 115,546 130,763 246,309 200,000 446,309
Net gains/(losses) on investments 97,692 19,656 6,188 97,692 19,656 6,188 97,692 19,656 6,188 - 123,536 - 123,536 206,583 330,119
Net income 97,692 19,656 121,734 130,763 369,845 97,692 19,656 121,734 130,763 369,845 97,692 19,656 121,734 130,763 369,845 97,692 19,656 121,734 130,763 369,845 97,692 19,656 121,734 130,763 369,845 406,583 776,428
Transfers between funds (200,000) - 200,000 - 200,000 - - - - - -
Funds brought forward 846,701 138,542 3,925,361 294,139 5,204,743 846,701 138,542 3,925,361 294,139 5,204,743 846,701 138,542 3,925,361 294,139 5,204,743 846,701 138,542 3,925,361 294,139 5,204,743 846,701 138,542 3,925,361 294,139 5,204,743 1,926,976 7,131,719
Total funds carried forward 744,393 158 393 158,198 4 198 4,247,095 424 095 424,902 5 902 5,574,588 2,333,559 7,908,147

43