Finance Score: 2

Governance Score: 4

Support Score: 0

Strong growth: +2
No PartB

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

Large volunteers +5

Overall GiG Score: 11

UPHOLLAND AND DISTRICT U3A

Provision of educational, social, and recreational activities through the voluntary efforts of U3A members

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 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
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
31/03/24		£64	£62	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23		£62	£63	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£36	£34	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£9	£14	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£77	£78	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£73	£72	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£12	£12	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£17	£14	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£12	£10	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£13	£15	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£11	£12	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£19	£17	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£14	£11	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£52	£36	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£42	£33	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 17 years

www.uphollandu3a.org

bethturton@yahoo.co.uk

07732 455985

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Recreation

GiG Classification

Other education support

How it operates

Other charitable activities

Where it operates

Lancashire,

Who it helps

Elderly/Old People
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ALAN HOUGH Appointed: 2017

ELIZABETH TURTON Appointed: 2016

HAZEL PEMBERTON Appointed: 2021

JULIAN FINCH (Chair) Appointed: 2022

KATHLEEN ELIZABETH HIGGINS Appointed: 2024

KEVIN GRIFFIN Appointed: 2018

MICHAEL CRICKETT Appointed: 2024

PAULINE OCCLESHAW Appointed: 2023

STELLA ESTHER CONNOR Appointed: 2023

VALERIE GARNER Appointed: 2024

VIVIENNE ANN NEWMAN Appointed: 2017

Legal constitution

Charity registered in England & Wales on 15/06/2007, number: 1119682

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

16 returns made; AR08: 20 days late,

Main office

10 CORONATION WALK
BILLINGE
WIGAN
WN5 7QE

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:

UP HOLLAND AND ITS SURROUNDING LOCALITY.