Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

Dynamic board: +3
All female board: -3

Large volunteers +5

Overall GiG Score: 5

WHITBY WHALER U3A

Whitby Whaler U3A aims to increase and widen the provision of informal adult learning opportunities for third agers throughout the Whitby area, to enable members to pursue their interests, keep active and make new friends, improving members lives and enriching the local community.

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely female

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/07/22		£28	£29	£-1	n/a	n/a	n/a	n/a	n/a	50
31/07/21		£9	£4	£4	n/a	n/a	n/a	n/a	n/a	0
31/07/20		£30	£22	£8	n/a	n/a	n/a	n/a	n/a	45
31/07/19	*	£30	£29	£2	n/a	n/a	n/a	n/a	n/a	45
31/07/18		£30	£29	£2	£0	£0	£0	n/a	0	50
31/07/17		£22	£19	£2	£0	£0	£0	n/a	0	0
31/07/16		£22	£19	£2	£0	£0	£0	n/a	0	0
31/07/15		£29	£29	£-1	£0	£0	£0	n/a	0	0
31/07/14		£26	£26	£0	£0	£0	£0	n/a	0	0
31/07/13		£21	£23	£-2	£0	£0	£0	n/a	0	0
31/07/12		£21	£20	£1	£0	£0	£0	n/a	0	0
31/07/11		£20	£18	£2	£0	£0	£0	n/a	0	0
31/07/10		£17	£16	£1	£0	£0	£0	n/a	0	0
31/07/09		£19	£19	£0	£0	£0	£0	n/a	0	0
31/07/08		£18	£20	£-2	£0	£0	£0	n/a	0	0
31/07/07		£14	£14	£0	£0	£0	£0	n/a	0	0
31/07/06		£13	£13	£0	£0	£0	£0	n/a	0	0
31/07/05		£14	£13	£1	£0	£0	£0	n/a	0	0
31/07/04		£12	£11	£1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 30 years

https://u3asites.org.uk/whitby/home

sandragoodship@gmail.com

01947600963

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
Recreation

GiG Classification

Technical, vocational and continuing education

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

North Yorkshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANNE JACKSON (Chair) Appointed: 2022

JANICE SHADE Appointed: 2018

MAUREEN EILEEN METCALFE Appointed: 2019

SANDRA JANE GOODSHIP Appointed: 2022

SHEILA SLOAN Appointed: 2021

WENDY PRICE Appointed: 2021, Other trusteeships: WHITBY LITERARY AND PHILOSOPHICAL SOCIETY, WHITBY LITERARY AND PHILOSOPHICAL SOCIETY,

Legal constitution

Charity registered in England & Wales on 19/01/1994, number: 1031689

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 13 days late,

Main office

32 Brook Park
Briggswath
WHITBY
YO21 1RT

Objectives

1 TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE IN WHITBY AND IN THE SURROUNDING LOCALITY. 2 THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE

Defined Area of Benefit:

WHITBY AND ITS SURROUNDING LOCALITY

Data Sources