Finance Score: -2

Governance Score: 5

Support Score: 9

Multiple Deficits: -2
No PartB

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 12

UTTOXETER & DISTRICT U3A

To encourage and enable older people, no longer in full-time paid employment, to help each other to share their knowledge, skills, interests and experience.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12
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

Established: 17 years

https://u3asites.org.uk/uttoxeter

u3achair22@gmail.com

01889507015

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	£24	£21	£3	n/a	n/a	n/a	n/a	n/a	55
31/03/22	£10	£9	£1	n/a	n/a	n/a	n/a	n/a	45
31/03/21	£1	£7	£-6	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£21	£17	£4	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£22	£26	£-4	n/a	n/a	n/a	n/a	n/a	50
31/03/18	£20	£17	£3	£0	£0	£0	n/a	0	0
31/03/17	£13	£14	£-2	£0	£0	£0	n/a	0	0
31/03/16	£14	£13	£1	£0	£0	£0	n/a	0	0
31/03/15	£13	£10	£2	£0	£0	£0	n/a	0	0
31/03/14	£11	£10	£1	£0	£0	£0	n/a	0	0
31/03/13	£11	£9	£2	£0	£0	£0	n/a	0	0
31/03/12	£13	£9	£3	£0	£0	£0	n/a	0	0
31/03/11	£13	£9	£4	£0	£0	£0	n/a	0	0
31/03/10	£11	£9	£2	£0	£0	£0	n/a	0	0
31/03/09	£9	£10	£-1	£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
Environment/Conservation/Heritage

How it operates

Acts as an umbrella or resource body
Provides human resources
Provides services

Where it operates

Staffordshire,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

Unknown number of employees
55 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - OCTAVIAN FACILITIES MANAGEMENT LIMITED
£25,991	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - POETIC ENDINGS
£2,511	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

ANDREW JOHN MATTHEWS Appointed: 2023

CAROL HOGAN Appointed: 2019

CAROLINE DERRY Appointed: 2022

CHRISTINE BREWSTER TREASURER Appointed: 2019

DR JENNIFER LINGHAM SECRETARY Appointed: 2022, Other trusteeship: CHEADLE COMMUNITY INFORMATION AND RESOURCE GROUP,

GERALD HIGGINBOTTOM Appointed: 2019

GRAHAM GOODALL Appointed: 2022, Other trusteeship: COSY COATS,

HAZEL GLOVER Appointed: 2022

LESLEY LAW Appointed: 2019

MARGARET ROSE BELLCHAMBERS Appointed: 2023

PAMELA MERRETT IPC Appointed: 2018

PAUL ROYSTON KEMPSON Appointed: 2022

ROB HAWKINS (Chair) Appointed: 2019

SIMON PAUL HAAS Appointed: 2022

Legal constitution

Charity registered in England & Wales on 25/10/2007, number: 1121369

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; all on time

Main office

Beamhurst Hall Farm
Beamhurst
UTTOXETER
ST14 5EA

Objectives

THE OBJECTS OF THE UTTOXETER U3A ARE:A) TO ADVANCE THE EDUCATION OFTHE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULLTIME GAINFUL EMPLOYMENT IN UTTOXETER (STAFFORDSHIRE) AND ITS SURROUNDING LOCALITY.B) THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THECONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE.

Defined Area of Benefit:

UTTOXETER

Data Sources