Finance Score: -4

Governance Score: 3

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 4

MILFORD AND GODALMING U3A

Education of the public and in particular the middle aged and older people who are not in full-time employment. The provision of facilities for education, leisure and recreational activities for the above.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/03/23	£15	£19	£-3	n/a	n/a	n/a	n/a	n/a	60
31/03/22	£13	£12	£1	n/a	n/a	n/a	n/a	n/a	65
31/03/21	£13	£12	£1	n/a	n/a	n/a	n/a	n/a	30
31/03/20	£28	£29	£0	n/a	n/a	n/a	n/a	n/a	90
31/03/19	£27	£27	£0	n/a	n/a	n/a	n/a	n/a	92
31/03/18	£33	£31	£2	£0	£0	£0	n/a	0	0
31/03/17	£35	£34	£1	£0	£0	£0	n/a	0	0
31/03/16	£36	£34	£2	£0	£0	£0	n/a	0	0
31/03/15	£34	£31	£2	£0	£0	£0	n/a	0	0
31/03/14	£20	£18	£2	£0	£0	£0	n/a	0	0
31/03/13	£15	£17	£-2	£0	£0	£0	n/a	0	0
31/03/12	£14	£12	£1	£0	£0	£0	n/a	0	0
31/03/11	£12	£12	£0	£0	£0	£0	n/a	0	0
31/03/10	£12	£12	£0	£0	£0	£0	n/a	0	0
31/03/09	£10	£7	£4	£0	£0	£0	n/a	0	0
31/03/08	£7	£9	£-2	£0	£0	£0	n/a	0	0
31/03/07	£7	£7	£0	£0	£0	£0	n/a	0	0
31/03/06	£9	£9	£0	£0	£0	£0	n/a	0	0
31/03/05	£6	£7	£0	£0	£0	£0	n/a	0	0
31/03/04	£6	£6	£0	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

https://wp.milford-u3a.org.uk/

milfordu3atreasurer@gmail.com

07836223280

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Technical, vocational and continuing education

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Surrey,

Who it helps

Elderly/Old People
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
60 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

BOB FEARNLEY Appointed: 2018

DAVID JUSTIN SOWERBUTTS Appointed: 2019

DAVID MURRELL Appointed: 2019

JOHN DOUGLAS OAKEY Appointed: 2017

JANET LAVINIA MARTINS Appointed: 2021

LISA SEELEY (Chair) Appointed: 2021

PAMELA BROWN Appointed: 2019

SUSAN ELIZABETH ALLEN Appointed: 2023

GILLIAN MARTIN Appointed: 2016, Other trusteeships: HENRY SMITH, THE THACKERAY TURNER TRUST, THE TRUSTEES OF THE OCKFORD RIDGE SCOUT AND GUIDE HEADQUARTERS, EDUCATIONAL FOUNDATION OF HENRY SMITH,

Legal constitution

Charity registered in England & Wales on 21/02/2003, number: 1096120

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling

Filing Record

20 returns made; all on time

Main office

Headlands
Peper Harow Lane
Shackleford
GODALMING
GU8 6AN

Objectives

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

NOT DEFINED BUT IN PRACTICE MILFORD

Data Sources