Finance Score: -4

Governance Score: 0

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
Dynamic board: +3
Mainly female board: -1

Large volunteer base +5

Overall GiG Score: 1

BRIDGNORTH & DISTRICT U3A

Regular monthly meetings open to all members with a guest speaker covering a range of topics that are both interesting and educational. Activity and Interest Groups covering educational, recreational and leisure pursuits are organised by member volunteers. Many of these help to keep the mind active and improve physical fitness. This charity operates in Bridgnorth and the 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently
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	£18	£15	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£37	£36	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£37	£36	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£12	£11	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£3	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	£3	£2	£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.bridgnorthanddistrictu3a.org.uk

secretary@bridgnorthanddistrictu3a.org.uk

07831 740454

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other education support

How it operates

Acts as an umbrella or resource body

Where it operates

Shropshire,

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 (10)

Current Trustees appointed

Gender Split

CHRISTINE WRIGHT (Chair) Appointed: 2023

CLIFFORD BASSETT Appointed: 2023

HEATHER YARWOOD Appointed: 2024

JANE JASPER Appointed: 2023

JANET HARDY Appointed: 2022

JEAN SWIFT Appointed: 2024

JOHN ANDREW BARTON Appointed: 2024

LINDA MARY BARTON Appointed: 2024

LINDA RUSTON Appointed: 2023

SUSAN POWELL Appointed: 2020

Legal constitution

Charity registered in England & Wales on 08/04/2008, number: 1123501

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

15 returns made; all on time

Recent reorganisation events:

Asset transfer in from BRIDGNORTH OLD PEOPLE'S WELFARE AND GOOD NEIGHBOURS ASSOCIATION on 19/12/2022

Main office

Church View
Well Meadow
BRIDGNORTH
Shropshire
WV15 6DD

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:

BRIDGNORTH

Data Sources

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