Causes
 X
Resources
 X
User Services
 X
home >> charity search >> south lakes u3a
Finance Score: 0
Governance Score: 3
Support Score: 0
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +5
Overall GiG Score: 8 ?

SOUTH LAKES U3A 

Meetings in interest groupsMonthly meetings with speaker open to all members
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • This charity does not have a Conflict of Interests policy
  • 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
miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/23*£36£39£-3n/an/an/an/an/a80
31/03/22£28£29£-1n/an/an/an/an/a0
31/03/21£15£13£2n/an/an/an/an/a0
31/03/20£50£46£4n/an/an/an/an/a0
31/03/19£42£45£-3n/an/an/an/an/a0
31/03/18£29£32£-4£0£0£0n/a00
31/03/17£29£29£0£0£0£0n/a00
31/03/16£30£28£2£0£0£0n/a00
31/03/15£28£28£-1£0£0£0n/a00
31/03/14£24£28£-3£0£0£0n/a00
31/03/13£23£24£-1£0£0£0n/a00
31/03/12£20£19£1£0£0£0n/a00
31/03/11£22£19£4£0£0£0n/a00
31/03/10£21£15£6£0£0£0n/a00
31/03/09£17£12£5£0£0£0n/a00
31/03/08£12£12£0£0£0£0n/a00
31/03/07£11£11£0£0£0£0n/a00
31/03/06*£10£11£-1£0£0£0n/a00
31/03/05£8£8£0£0£0£0n/a00
31/03/04£6£8£-1£0£0£0n/a00
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 30 years

https://u3asites.org.uk/south-lakes

sec.slu3a@gmail.com

01539729005

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • Recreation
GiG Classification
  • Technical, vocational and continuing education
How it operates
  • Acts as an umbrella or resource body
Where it operates
  • Cumbria,
Who it helps
  • Elderly/Old People
Who works here?
  • Unknown number of employees
  • 80 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 14/12/1993, number: 1030281
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
Filing Record
20 returns made; AR23: 75 days late, AR06: 135 days late,
Main office

3 Killington Drive
KENDAL
Cumbria
LA9 7NY

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:

SOUTH LAKES REGION

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
 The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
 Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
 In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more
Giving is Great
Share

LinkedIn

WhatsApp
Copy Link
×