Finance Score: -2
Governance Score: 0
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Dynamic board: +3
  • Large volunteers +5
Overall GiG Score: 3 ?

U3A - BANSTEAD AREA 

Have group meetings on different subjects which members attend and hold open meetings with speakers for both members and non members.
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
  • 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
  • On several occasions in recent years income has been less than spending

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£17£15£2n/an/an/an/an/a70
31/08/22£16£15£1n/an/an/an/an/a15
31/08/21£6£7£-1n/an/an/an/an/a0
31/08/20£12£14£-2n/an/an/an/an/a61
31/08/19£13£16£-3n/an/an/an/an/a155
31/08/18£12£14£-3£0£0£0n/a00
31/08/17£14£14£1£0£0£0n/a00
31/08/16£13£13£-1£0£0£0n/a00
31/08/15£12£13£-1£0£0£0n/a00
31/08/14£14£14£0£0£0£0n/a00
31/08/13£13£11£2£0£0£0n/a00
31/08/12£11£12£-1£0£0£0n/a00
31/08/11£8£9£-2£0£0£0n/a00
31/08/10£10£9£1£0£0£0n/a00
31/08/09£10£9£1£0£0£0n/a00
31/08/08£8£8£0£0£0£0n/a00
31/08/07£6£8£-2£0£0£0n/a00
31/08/06£6£5£1£0£0£0n/a00
31/08/05£5£8£-3£0£0£0n/a00
31/08/04£6£5£1£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 29 years

www.bansteadu3a.org.uk

tonygoddard987@gmail.com

0208 647 6204

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Technical, vocational and continuing education
How it operates
  • Provides services
Where it operates
  • Surrey, Sutton,
Who it helps
  • Elderly/Old People
Who works here?
  • Unknown number of employees
  • 70 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
Based on 9/10 persons

Legal constitution
  • Charity registered in England & Wales on 25/09/1995, number: 1049254
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • 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
  • Investment
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

7 Banstead Road
CARSHALTON
Surrey
SM5 3NS

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:

NOT DEFINED - IN PRACTICE BANSTEAD AND SURROUNDING LOCALITY

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

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