Finance Score: -1

Governance Score: 5

Support Score: 0

Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
No PartB

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

Large volunteers +5

Overall GiG Score: 9

CHESTER U3A

To advance the education of the public and in particular of older people no longer in full time gainful employment in Chester and its surrounding locality. To provide 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.

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:

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 but has stabilised more recently
Income has been volatile recently but spending has been maintained

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
31/08/23		£14	£13	£2	n/a	n/a	n/a	n/a	n/a	120
31/08/22		£22	£22	£1	n/a	n/a	n/a	n/a	n/a	120
31/08/21		£14	£10	£4	n/a	n/a	n/a	n/a	n/a	130
31/08/20		£16	£12	£4	n/a	n/a	n/a	n/a	n/a	90
31/08/19		£39	£38	£1	n/a	n/a	n/a	n/a	n/a	80
31/08/18		£25	£28	£-3	£0	£0	£0	n/a	0	0
31/08/17	*	£25	£22	£3	£0	£0	£0	n/a	0	0
31/08/16		£22	£21	£1	£0	£0	£0	n/a	0	0
31/08/15		£20	£19	£1	£0	£0	£0	n/a	0	0
31/08/14		£20	£20	£0	£0	£0	£0	n/a	0	0
31/08/13		£19	£20	£-1	£0	£0	£0	n/a	0	0
31/08/12		£11	£11	£1	£0	£0	£0	n/a	0	0
31/08/11		£9	£9	£1	£0	£0	£0	n/a	0	0
31/08/10		£8	£7	£0	£0	£0	£0	n/a	0	0
31/08/09		£7	£8	£-1	£0	£0	£0	n/a	0	0
31/08/08		£6	£6	£0	£0	£0	£0	n/a	0	0
31/08/07		£9	£5	£4	£0	£0	£0	n/a	0	0
31/08/06		£6	£6	£0	£0	£0	£0	n/a	0	0
31/08/05		£6	£5	£0	£0	£0	£0	n/a	0	0
31/08/04		£7	£7	£0	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.chesteru3a.org.uk

businesssec@chesteru3a.org.uk

07565 181192

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Technical, vocational and continuing education

How it operates

Acts as an umbrella or resource body

Where it operates

Cheshire East, Cheshire West & Chester, Flintshire, Wirral,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

Unknown number of employees
120 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ELIZABETH FLANAGAN Appointed: 2012

FRANCIS HOGAN Appointed: 2020

GARY ROGER GEORGE NYE Appointed: 2016

JEFF HOWARD Appointed: 2020

MARGARET KATHLEEN WHALEY Appointed: 2020

MARILYN ELAINE WAITE Appointed: 2020

PROFESSOR PETER JOHN GOODHEW Appointed: 2022

ROGER THOMAS HOWELLS Appointed: 2022

SUE FOY Appointed: 2022

KENNETH LLEWELLYN LEWIS Appointed: 2022, Other trusteeship: SOCIETY OF THE FRIENDS OF CHESTER CATHEDRAL,

Legal constitution

Charity registered in England & Wales on 03/08/1995, number: 1048416

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Volunteer management

Filing Record

20 returns made; AR17: 16 days late,

Main office

PO Box 167
Chester
CH1 9FB

Objectives

The charity’s object is the advancement of education and in particular the education of older people and those retired from full time work, by all means including associated activities conducive to learning and personal development in Chester and the surrounding area.

Defined Area of Benefit:

CITY OF CHESTER AND ITS SURROUNDING LOCALITY

Data Sources