Finance Score: -1

Governance Score: 4

Support Score: 0

Spending falling: -1
No PartB

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

Large volunteers +5

Overall GiG Score: 8

GREAT GLEN U3A INTERESTS GROUP

Provides speaker for monthly meetings. Organises group activities for a variety of educational and sporting activities.

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

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

Established: 21 years

https://u3asites.org.uk/greatglen

webmaster@greatglenu3a.co.uk

01162127547

Charity Commission for England and Wales

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	£18	£16	£2	n/a	n/a	n/a	n/a	n/a	40
31/03/22	£10	£11	£-1	n/a	n/a	n/a	n/a	n/a	40
31/03/21	£8	£5	£4	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£23	£22	£1	n/a	n/a	n/a	n/a	n/a	30
31/03/19	£22	£21	£2	n/a	n/a	n/a	n/a	n/a	40
31/03/18	£21	£22	£-1	£0	£0	£0	n/a	0	0
31/03/17	£20	£21	£0	£0	£0	£0	n/a	0	0
31/03/16	£20	£20	£0	£0	£0	£0	n/a	0	0
31/03/15	£18	£17	£1	£0	£0	£0	n/a	0	0
31/03/14	£19	£19	£0	£0	£0	£0	n/a	0	0
31/03/13	£22	£22	£0	£0	£0	£0	n/a	0	0
31/03/12	£13	£11	£1	£0	£0	£0	n/a	0	0
31/03/11	£11	£11	£0	£0	£0	£0	n/a	0	0
31/03/10	£10	£9	£0	£0	£0	£0	n/a	0	0
31/03/09	£7	£7	£0	£0	£0	£0	n/a	0	0
31/03/08	£6	£5	£1	£0	£0	£0	n/a	0	0
31/03/07	£5	£5	£0	£0	£0	£0	n/a	0	0
31/03/06	£6	£4	£1	£0	£0	£0	n/a	0	0
31/03/05	£5	£4	£1	£0	£0	£0	n/a	0	0
31/03/04	£3	£3	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

How it operates

Provides human resources
Provides services

Where it operates

Leicestershire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
40 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

DIANE ELIZABETH RICHARDSON Appointed: 2021, Other trusteeship: ROYAL SCOTTISH COUNTRY DANCE SOCIETY LEICESTER BRANCH,

ELIZABETH COOKE Appointed: 2022

JANET SHEILA FANKO Appointed: 2019

JUNE NORMA JUETT Appointed: 2023

LYNDA MARY WILLIAMS Appointed: 2019

PATRICIA ANNE MANSFIELD Appointed: 2014

PETER WILLIAMS Appointed: 2024

ROGER WILLIAM EDWARDS Appointed: 2012

ROBERT RADFORD MANSFIELD (Chair) Appointed: 2016

Legal constitution

Charity registered in England & Wales on 12/09/2003, number: 1099411

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; all on time

Main office

5 EDEN ROAD
OADBY
LEICESTER
LE2 4JP

Objectives

(I) 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 GREAT GLEN 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:

GREAT GLEN AND ITS SURROUNDING LOCALITY

Data Sources