Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

No volunteer policy: -2
Dynamic board: +3
Mainly female board: -1

Large volunteers +5

Overall GiG Score: 5

WORTHING UNIVERSITY OF THE THIRD AGE

1. To advance the education of the public and in particular the education of the middle-aged and older people who are not in full-time gainful employment in Worthing and its surrounding locality.2. The provision of facilities for leisure time and recreational activities with the object of improving conditions of life for the above persons in the interests of their social welfare.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£19	£21	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£22	£17	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£1	£8	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20		£19	£14	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19		£24	£22	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18		£22	£19	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17		£17	£16	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16		£15	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£15	£13	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£12	£11	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09		£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08		£17	£18	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07	*	£9	£10	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/06		£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 31 years

https://worthingu3a.org.uk

07710947490

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other education support

How it operates

Provides services

Where it operates

West Sussex,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

CECILY MARY BROTHERTON (Chair) Appointed: 2022

GILLIAN MARY JOHNSON Appointed: 2022

MARGARET PANNELL Appointed: 2021

MARILYN BURT Appointed: 2021

MICHELE MACKINNON Appointed: 2019

ROBERT POPE Appointed: 2024

ROSITA WHYTE Appointed: 2024

Legal constitution

Charity registered in England & Wales on 08/11/1993, number: 1028100

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 14 days late,

Main office

5 Arlington Close
Goring By Sea
West Sussex
BN12 4ST

Objectives

THE ADVANCEMENT OF EDUCATION AND, IN PARTICULAR, THE EDUCATION OF OLDER PEOPLE AND THOSE WHO ARE RETIRED FROM FULL TIME WORK, BY ALL MEANS INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT.

Defined Area of Benefit:

WORTHING AND SURROUNDING AREA