Finance Score: -10

Governance Score: 6

Support Score: 0

Accounts overdue -5
Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE WARMINSTER U3A

OFFERING EDUCATIONAL AND SOCIAL ACTIVITIES FOR RETIRED MIDDLE AGED AND OLDER PEOPLE IN THE WARMINSTER AREA, THROUGH PARTICIPATION IN STUDY AND INTEREST GROUPS, ATTENDANCE AT TALKS AND VISITS TO PLACES OF INTEREST. ENCOURAGING LIFE LONG LEARNING THROUGH SHARED KNOWLEDGE.

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
Latest accounts are overdue for filing
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/12/21		£10	£15	£-5	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£16	£17	£-2	n/a	n/a	n/a	n/a	n/a	20
31/12/19	*	£37	£38	£-1	n/a	n/a	n/a	n/a	n/a	30
31/12/18		£33	£29	£4	£0	£0	£0	n/a	0	40
31/12/17		£36	£34	£2	£0	£0	£0	n/a	0	0
31/12/16		£27	£31	£-4	£0	£0	£0	n/a	0	0
31/12/15		£30	£30	£0	£0	£0	£0	n/a	0	0
31/12/14	*	£25	£25	£1	£0	£0	£0	n/a	0	0
31/12/13		£21	£18	£3	£0	£0	£0	n/a	0	0
31/12/12		£19	£19	£1	£0	£0	£0	n/a	0	0
31/12/11		£9	£11	£-2	£0	£0	£0	n/a	0	0
31/12/10		£8	£8	£0	£0	£0	£0	n/a	0	0
31/12/09		£6	£5	£1	£0	£0	£0	n/a	0	0
31/12/08		£4	£7	£-3	£0	£0	£0	n/a	0	0
31/12/07		£5	£4	£1	£0	£0	£0	n/a	0	0
31/12/06		£5	£6	£0	£0	£0	£0	n/a	0	0
31/12/05		£5	£3	£1	£0	£0	£0	n/a	0	0
31/12/04		£5	£4	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

https://u3asites.org.uk/warminster/home

bussec@warmu3a.uk

07955804423

Charity Commission for England and Wales

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

Wiltshire,

Who it helps

Elderly/Old People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANNE BARBARA ROBSON Appointed: 2021

ANTONY JOHN ROBSON Appointed: 2021

JOHN WHITE Appointed: 2022

JONATHAN RICHARD AUBREY ELLIS Appointed: 2023

MAGGIE DEE Appointed: 2024

STEWART BUCKINGHAM Appointed: 2017

JOANNA ELLIS Appointed: 2024, Other trusteeship: THE WARMINSTER ATHENAEUM TRUST,

Legal constitution

Charity registered in England & Wales on 13/08/2001, number: 1087984

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests

Filing Record

18 returns made; AR19: 31 days late, AR14: 94 days late,

Main office

35 Bashkir Road
WESTBURY
Wiltshire
BA13 3GY

Objectives

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 WARMINSTER AND ITS SURROUNDING LOCALITY.1) 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:

WARMINSTER AND ITS SURROUNDING LOCALITY

Data Sources