Finance Score: -10

Governance Score: 1

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: -9

BRIDGEND UNIVERSITY OF THE THIRD AGE (U3A)

Provide educational and recreational activities for retired people. These include writing, reading, history and art and in addition there are table tennis and walking groups.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years 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
31/03/22	£1	£2	£0	n/a	n/a	n/a	n/a	n/a
31/03/21	£0	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/20	£6	£5	£1	n/a	n/a	n/a	n/a	n/a
31/03/19	£8	£6	£2	n/a	n/a	n/a	n/a	n/a
31/03/18	£9	£6	£2	£0	£0	£0	n/a	0
31/03/17	£7	£8	£-1	£0	£0	£0	n/a	0
31/03/16	£8	£8	£-1	£0	£0	£0	n/a	0
31/03/15	£9	£7	£1	£0	£0	£0	n/a	0
31/03/14	£8	£7	£1	£0	£0	£0	n/a	0
31/03/13	£6	£7	£-1	£0	£0	£0	n/a	0
31/03/12	£6	£6	£0	£0	£0	£0	n/a	0
31/03/11	£5	£5	£0	£0	£0	£0	n/a	0
31/03/10	£7	£6	£1	£0	£0	£0	n/a	0
31/03/09	£7	£7	£0	£0	£0	£0	n/a	0
31/03/08	£6	£5	£1	£0	£0	£0	n/a	0
31/03/07	£6	£4	£1	£0	£0	£0	n/a	0
31/03/06	£6	£6	£0	£0	£0	£0	n/a	0
31/03/05	£6	£5	£1	£0	£0	£0	n/a	0
31/03/04	£5	£5	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 24 years

https://www.u3asites.org.uk/bridgend/welcome

treasurer@bridgendu3a.co.uk

03000 110 345

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

Provides buildings/facilities/open space
Provides human resources

Where it operates

Bridgend,

Who it helps

Elderly/Old People
The General Public/Mankind

Who's supporting 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

JAN KIRBY Appointed: 2022

DENISE JONES Appointed: 2016

DIANE WARD Appointed: 2022

JENNIFER DAVIES Appointed: 2022

PHILIP JOHN WILLIAMS Appointed: 2021

SHIRLEY JONES Appointed: 2016

ROWENA WILLIAMS (Chair) Appointed: 2021, Other trusteeship: TOOGOODTOWASTE LIMITED,

Legal constitution

Charity registered in England & Wales on 10/05/2000, number: 1080658

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; all on time

Main office

7 Llwyn Glas
BRIDGEND
Mid Glamorgan
CF31 5AH

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:

BRIDGEND AND ITS SURROUNDING LOCALITY.

Data Sources