Finance Score: -2
Governance Score: 3
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Multiple returns filed late: -2
  • Large volunteer base +5
Overall GiG Score: 6 ?

NEWCASTLE UNIVERSITY OF THE THIRD AGE (NEWCASTLE U3A)

A mutual, learning co-operative of members no longer in full time employment which enables members to share many educational, creative and leisure activities. Activities are organised in small self-led groups in our meeting rooms and sometimes in each other's homes. Members, through sharing their knowledge, skills and experience, learn from each other.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • The charity has received modest backing from a grant maker
  • 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
  • Over half the Board have joined recently
  • Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/12/23£12£11£0n/an/an/an/an/an/a
31/12/22£13£14£0n/an/an/an/an/an/a
31/12/21*£9£10£-2n/an/an/an/an/an/a
31/12/20£9£11£-2n/an/an/an/an/an/a
31/12/19*£15£15£0n/an/an/an/an/an/a
31/12/18*£12£13£-1n/an/an/an/an/an/a
31/12/17£9£12£-3n/an/an/an/an/an/a
31/12/16£11£13£-2n/an/an/an/an/an/a
31/12/15£12£10£2n/an/an/an/an/an/a
31/12/14£15£13£1n/an/an/an/an/an/a
31/12/13£19£18£1n/an/an/an/an/an/a
31/12/12£12£15£-3n/an/an/an/an/an/a
31/12/11£15£15£1n/an/an/an/an/an/a
31/12/10£14£12£2n/an/an/an/an/an/a
31/12/09£14£11£3n/an/an/an/an/an/a
31/12/08£12£10£2n/an/an/an/an/an/a
31/12/07£14£13£1n/an/an/an/an/an/a
31/12/06£9£9£1n/an/an/an/an/an/a
31/12/05?£5£8£-4n/an/an/an/an/an/a
31/03/04£5£8£-3n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 25 years

https://u3asites.org.uk/newcastle

newcastleu3a@hotmail.com

01912304430

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Other education support
How it operates
  • Other charitable activities
Where it operates
  • Newcastle Upon Tyne City,
Who it helps
  • Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Community Foundation serving Tyne & Wear and Northumberland - A grant to Newcastle University of the Third Age
£1,138 20/01/2022
Purchasing two computers and monitors to support work of older people's education work in Newcastle
Northern Rock Foundation - Grant awarded to Newcastle U3A (Tyne & Wear)
£6,000 14/12/2012
Towards core costs for this organisation that supports older people in Newcastle.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

  • ELIZABETH JANE ANDERSON Appointed: 2023
  • GEOFFREY ROBERT DUNKLEY Appointed: 2024
  • JANE KINGHORN Appointed: 2020
  • MAUREEN ANN BROWN Appointed: 2024
  • PHILIP JONES Appointed: 2023
  • RICHARD OWEN CARTER Appointed: 2024
  • SANDRA DAVISON Appointed: 2024
  • TERENCE GORDON KIRKHAM (Chair) Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 14/01/2000, number: 1078961
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 returns made; AR21: 106 days late, AR19: 102 days late, AR18: 74 days late,
Main office

Newcastle U 3 A
The Old Post Office
5 Pink Lane
Newcastle upon Tyne
NE1 5DW

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:

NEWCASTLE UPON TYNE AND THE SURROUNDING AREA

Data Sources

Charity Commission for England and Wales
360 Giving

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