Finance Score: -2
Governance Score: 6
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +5
Overall GiG Score: 9 ?

THE HASLEMERE U3A

To provide learning and social activities for people 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
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive benefits from the charity
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£30£28£2n/an/an/an/an/an/a
31/08/22£29£34£-5n/an/an/an/an/an/a
31/08/21£5£6£-1n/an/an/an/an/an/a
31/08/20£24£24£-1n/an/an/an/an/an/a
31/08/19*£32£30£2n/an/an/an/an/an/a
31/08/18*£25£22£3n/an/an/an/an/an/a
31/08/17£18£18£1n/an/an/an/an/an/a
31/08/16£20£17£3n/an/an/an/an/an/a
31/08/15£19£17£1n/an/an/an/an/an/a
31/08/14£17£14£3n/an/an/an/an/an/a
31/08/13£15£15£0n/an/an/an/an/an/a
31/08/12£13£13£0n/an/an/an/an/an/a
31/08/11£11£10£1n/an/an/an/an/an/a
31/08/10£8£9£-1n/an/an/an/an/an/a
31/08/09£8£8£0n/an/an/an/an/an/a
31/08/08£9£7£1n/an/an/an/an/an/a
31/08/07£8£7£1n/an/an/an/an/an/a
31/08/06?£8£6£2n/an/an/an/an/an/a
31/07/05£9£9£0n/an/an/an/an/an/a
31/07/04£6£6£0n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 29 years
Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Other education support
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Surrey,
Who it helps
  • Elderly/Old People
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

  • CLAIRE COXWELL Appointed: 2024
  • DAVID LEE Appointed: 2023
  • DEBORAH BOWYER Appointed: 2022
  • DIANA CHARMIAN SERMAN Appointed: 2021
  • JULIAN ELLIS Appointed: 2023
  • JOCK GARDNER (Chair) Appointed: 2020
  • JOHN HARRIS Appointed: 2024
  • JUDITH FORDE Appointed: 2022
  • KIM BERGAMASCO Appointed: 2022
  • ROGER ROGER ABAYASEKERA Appointed: 2024
Legal constitution
  • Charity registered in England & Wales on 17/02/1996, number: 1053049
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR19: 30 days late, AR18: 34 days late,
Main office

Haslemere Hall
Bridge Road
HASLEMERE
Surrey
GU27 2AS

Objectives

TO ADVANCE EDUCATION AND IN PARTICULAR THE EDUCATION OF PEOPLE NOT IN FULL TIME GAINFUL EMPLOYMENT WHO ARE IN THEIR THIRD AGE (BEING THE PERIOD OF TIME AFTER THE FIRST AGE OF CHILDHOOD DEPENDENCE AND THE SECOND AGE OF FULL TIME EMPLOYMENT AND/OR PARENTAL RESPONSIBILITY) RESIDING IN WOOLER AND ITS SURROUNDING LOCALITY.

Defined Area of Benefit:

NOT DEFINED - IN PRACTICE HASLEMERE

Data Sources

Charity Commission for England and Wales

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