Finance Score: -4

Governance Score: 3

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 4

THE SALE U3A

Provides educational, social & cultural pursuits for members of the community no longer in full time employment.

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/10/22		£11	£10	£1	n/a	n/a	n/a	n/a	n/a	35
31/10/21	*	£3	£3	£-1	n/a	n/a	n/a	n/a	n/a	0
31/10/20		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	0
31/10/19		£25	£21	£4	n/a	n/a	n/a	n/a	n/a	35
31/10/18		£27	£28	£-1	£0	£0	£0	n/a	0	35
31/10/17		£14	£14	£0	£0	£0	£0	n/a	0	0
31/10/16		£13	£10	£3	£0	£0	£0	n/a	0	0
31/10/15		£15	£11	£3	£0	£0	£0	n/a	0	0
31/10/14		£20	£20	£0	£0	£0	£0	n/a	0	0
31/10/13		£13	£11	£2	£0	£0	£0	n/a	0	0
31/10/12		£22	£22	£0	£0	£0	£0	n/a	0	0
31/10/11		£17	£15	£2	£0	£0	£0	n/a	0	0
31/10/10		£18	£17	£1	£0	£0	£0	n/a	0	0
31/10/09		£19	£18	£1	£0	£0	£0	n/a	0	0
31/10/08		£30	£29	£1	£0	£0	£0	n/a	0	0
31/10/07		£31	£28	£4	£0	£0	£0	n/a	0	0
31/10/06		£21	£18	£3	£0	£0	£0	n/a	0	0
31/10/05		£16	£18	£-2	£0	£0	£0	n/a	0	0
31/10/04		£22	£20	£2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 30 years

www.u3asites.org.uk/sale

secretary.u3asale@gmail.com

01619730113

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Acts as an umbrella or resource body

Where it operates

Trafford,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
35 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

BARRY BROTHERTON Appointed: 2022

BEN CHEUNG Appointed: 2023

CAROLE BARLEY (Chair) Appointed: 2015

CHARLENE PULLAN Appointed: 2019

DR KATHLEEN CHIREMA Appointed: 2017

IAN HAMILTON Appointed: 2020

JEAN MACDONALD Appointed: 2022

KATHRYN JANE FYFE Appointed: 2023

MARGARET LOFTUS Appointed: 2023

JUDITH ANN LLOYD Appointed: 2016, Other trusteeships: SALE MOOR COMMUNITY ASSOCIATION, TRAFFORD DOMESTIC ABUSE SERVICES,

GUY ROBSON Appointed: 2021, Occupation: Solicitor, Other trusteeship: ALLIANCE FRANCAISE DE MANCHESTER,

Legal constitution

Charity registered in England & Wales on 02/06/1994, number: 1038280

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling

Filing Record

19 returns made; AR21: 11 days late,

Main office

Sale Moor Community Centre
Norris Road
Sale
M33 2TN

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:

SALE AND ITS SURROUNDING LOCALITY

Data Sources