Finance Score: 0
Governance Score: 6
Support Score: 0
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 6 ?

THE UNIVERSITY OF THE THIRD AGE TAUNTON (U3A) 

Self-help educational activities: social activities
Analysis by Giving is Great

Positives:

  • 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:

  • 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
  • There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
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£19£18£1n/an/an/an/an/a0
31/03/22?£6£5£1n/an/an/an/an/a0
31/08/21£5£5£0n/an/an/an/an/a0
31/08/20£18£16£2n/an/an/an/an/a0
31/08/19£23£18£5n/an/an/an/an/a0
31/08/18£14£15£-1£0£0£0n/a00
31/08/17£10£9£1£0£0£0n/a00
31/08/16£9£7£2£0£0£0n/a00
31/08/15£8£6£2£0£0£0n/a00
31/08/14£5£4£1£0£0£0n/a00
31/08/13£4£4£0£0£0£0n/a00
31/08/12£3£4£-1£0£0£0n/a00
31/08/11£3£3£0£0£0£0n/a00
31/08/10£3£3£0£0£0£0n/a00
31/08/09£5£3£1£0£0£0n/a00
31/08/08£2£3£0£0£0£0n/a00
31/08/07£2£4£-2£0£0£0n/a00
31/08/06£7£5£2£0£0£0n/a00
31/08/05£2£2£-1£0£0£0n/a00
31/08/04£2£2£-1£0£0£0n/a00

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

www.u3asites.org.uk/taunton

U3atauntonweb@gmail.com

07970476398

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Technical, vocational and continuing education
How it operates
  • Provides human resources
Where it operates
  • Somerset,
Who it helps
  • Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Legal constitution
  • Charity registered in England & Wales on 12/12/1995, number: 1051405
  • Registered at Companies House on 01/01/1970, number: 01051405
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

29 Vivary Road
TAUNTON
Somerset
TA1 3JW

Objectives

1) TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME GAINFUL EMPLOYMENT IN TAUNTON AND ITS 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:

TAUNTON 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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