Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

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

Large volunteers +5

Overall GiG Score: 8

EVESHAM AND DISTRICT U3A

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, in Evesham and its surrounding locality.

Analysis by Giving is Great

Positives:

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£53	£53	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£34	£31	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£12	£12	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£62	£62	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£61	£63	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£13	£12	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£13	£11	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£13	£11	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£11	£10	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£10	£8	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£11	£8	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£9	£8	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£7	£9	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£14	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£14	£13	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 21 years

https://evesham.u3asite.uk/

0138647009

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Other education support

How it operates

Sponsors or undertakes research

Where it operates

Worcestershire,

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

ALAN CHAMBERS Appointed: 2023

AMARJIT SINGH MARWAHA Appointed: 2023

ANTHONY JAMES POWELL Appointed: 2023

CATHERINE PATRICIA COX Appointed: 2023

DIANE MARY NICHOLLS Appointed: 2023

HELEN HUTT Appointed: 2024

ROSLYN JANET GOWERS (Chair) Appointed: 2022

Legal constitution

Charity registered in England & Wales on 14/01/2004, number: 1101530

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR07: 41 days late,

Main office

3 Ivy Court
Elm Road
EVESHAM
Worcestershire
WR11 3DR

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:

EVESHAM