Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

CHARD, ILMINSTER AND DISTRICT U3A

Provision of a range of educational, practical and social activities for people no longer in full-time employment living in the Chard/Ilminster area of Somerset

Analysis by Giving is Great

Positives:

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
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
28/02/23	*	£15	£17	£-2	n/a	n/a	n/a	n/a	n/a	0
28/02/22		£11	£8	£2	n/a	n/a	n/a	n/a	n/a	4
28/02/21		£5	£7	£-2	n/a	n/a	n/a	n/a	n/a	0
29/02/20		£17	£16	£0	n/a	n/a	n/a	n/a	n/a	5
28/02/19	*	£12	£12	£0	n/a	n/a	n/a	n/a	n/a	5
28/02/18		£10	£11	£0	£0	£0	£0	n/a	0	0
28/02/17		£12	£11	£1	£0	£0	£0	n/a	0	0
28/02/16		£12	£12	£0	£0	£0	£0	n/a	0	0
28/02/15		£8	£7	£1	£0	£0	£0	n/a	0	0
28/02/14		£7	£7	£1	£0	£0	£0	n/a	0	0
28/02/13	*	£7	£6	£1	£0	£0	£0	n/a	0	0
28/02/12		£6	£6	£-1	£0	£0	£0	n/a	0	0
28/02/11		£5	£5	£1	£0	£0	£0	n/a	0	0
28/02/10		£4	£4	£0	£0	£0	£0	n/a	0	0
28/02/09		£5	£4	£1	£0	£0	£0	n/a	0	0
29/02/08		£4	£4	£0	£0	£0	£0	n/a	0	0
28/02/07		£7	£5	£1	£0	£0	£0	n/a	0	0
28/02/06		£3	£3	£0	£0	£0	£0	n/a	0	0
28/02/05		£4	£3	£1	£0	£0	£0	n/a	0	0
29/02/04		£3	£2	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

www.u3asites.org.uk/chardilminster

cidu3abussec@gmail.com

07837 233177

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

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Somerset,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BRENDA LAKE Appointed: 2022

DR PAUL ROBERT EBDON Appointed: 2020

JAMES LOBLEY Appointed: 2019

LILLY SELL-DUNKLEY Appointed: 2023

PATRICIA HOUNSELL Appointed: 2023

PETER WALMSLEY Appointed: 2020

RACHEL JORDAN Appointed: 2023, Other trusteeship: Axe Valley Swimming Association,

Legal constitution

Charity registered in England & Wales on 24/02/2003, number: 1096163

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
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
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 1 days late, AR19: 171 days late, AR13: 58 days late,

Main office

4 Athelstan Close
AXMINSTER
Devon
EX13 5RF

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 CHARD AND ILMINSTER AND THE SURROUNDING AREA.

Defined Area of Benefit:

CHARD AND ITS SURROUNDINGS.

Data Sources