Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

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

Large volunteers +3

Overall GiG Score: 3

THE UNIVERSITY OF THE THIRD AGE - HAXBY AND WIGGINTON

Provide Learning and Social Activities for retired and semi-retired members of mainly Haxby and Wigginton area.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£30	£29	£1	n/a	n/a	n/a	n/a	n/a	15
31/08/22	£19	£18	£1	n/a	n/a	n/a	n/a	n/a	2
31/08/21	£9	£7	£1	n/a	n/a	n/a	n/a	n/a	0
31/08/20	£20	£19	£1	n/a	n/a	n/a	n/a	n/a	70
31/08/19	£32	£31	£1	n/a	n/a	n/a	n/a	n/a	40
31/08/18	£20	£21	£0	£0	£0	£0	n/a	0	0
31/08/17	£13	£12	£1	£0	£0	£0	n/a	0	0
31/08/16	£12	£10	£1	£0	£0	£0	n/a	0	0
31/08/15	£10	£9	£2	£0	£0	£0	n/a	0	0
31/08/14	£8	£8	£1	£0	£0	£0	n/a	0	0
31/08/13	£7	£6	£1	£0	£0	£0	n/a	0	0
31/08/12	£6	£6	£0	£0	£0	£0	n/a	0	0
31/08/11	£3	£4	£-1	£0	£0	£0	n/a	0	0
31/08/10	£4	£4	£-1	£0	£0	£0	n/a	0	0
31/08/09	£7	£6	£1	£0	£0	£0	n/a	0	0
31/08/08	£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: 17 years

www.hawu3a.org

Treasurer@hawu3a.org

01904479665

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Recreation

GiG Classification

Technical, vocational and continuing education

How it operates

Acts as an umbrella or resource body
Provides human resources

Where it operates

North Yorkshire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ELIZABETH BALL Appointed: 2023

GORDON REX MOORE Appointed: 2020

JENNIFER MARY RUTLAND Appointed: 2021

JUDITH MOORE Appointed: 2021

MAXINE KUTLER Appointed: 2023

MARGARET EDWARDS Appointed: 2023

MICHAEL CALVERT Appointed: 2020

PAULA WILLS Appointed: 2023

ANNE HYSTED Appointed: 2022, Other trusteeship: HAXBY & WIGGINTON METHODIST CHURCH,

CHRISTOPHER NORMAN JAQUES Appointed: 2023, Other trusteeships: YORK CITY CHARITIES, FRANCIS DENTON SMITH, FREDERICK ROBERT CHAPMAN TRUST, MARGARET MASON, HENRY TIREMAN (ONE OF THE MUNICIPAL CHARITIES), LADY HEWLEY CHARITY FOR SCHOOLS,

Legal constitution

Charity registered in England & Wales on 18/04/2007, number: 1118861

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures

Filing Record

16 returns made; all on time

Main office

8 Angram Close
YORK
YO30 5ZN

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:

HAXBY & WIGGINGTON AND THE SURROUNDING LOCALITY

Data Sources