Finance Score: -4

Governance Score: 2

Support Score: 0

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

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

SARRATT AND DISTRICT U3A

PROVIDE AN EDUCATIONAL AND SOCIAL FACILITY FOR THOSE WHO ARE RETIRED OR SEMI RETIRED. RUN A MONTHLY 'MAIN' MEETING WITH A SPEAKER ON A VARIED RANGE OF TOPICS AND VARIOUS GROUPS THAT OPERATE THROUGH THE MONTH IN A WIDE RANGE OF SUBJECTS. WE ARE AFFILIATED TO THE THIRD AGE TRUST.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 13 years

www.u3asites.org/sarratt

01923 443171

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
31/12/22	£21	£20	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£4	£9	£-4	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£9	£7	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£33	£32	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£33	£32	£1	£0	£0	£0	n/a	0	30
31/12/17	£33	£32	£1	£0	£0	£0	n/a	0	0
31/12/16	£42	£41	£1	£0	£0	£0	n/a	0	0
31/12/15	£29	£27	£2	£0	£0	£0	n/a	0	0
31/12/14	£27	£24	£3	£0	£0	£0	n/a	0	0
31/12/13	£25	£26	£-1	£0	£0	£0	n/a	0	0
31/12/12	£20	£20	£1	£0	£0	£0	n/a	0	0
31/12/11	£24	£23	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Other charitable activities

Where it operates

Hertfordshire,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

BENJAMIN MICHEL Appointed: 2015

COLIN LESLIE PLUMMER BEM, Other trusteeship: SARRATT VILLAGE HALL,

JANET TAYLOR Appointed: 2020

KERRY JAMES Appointed: 2015

MR DON SUTTON (Chair)

MRS SUE BUSSEY

MARY PENELOPE BULGIN Appointed: 2015

PAMELA BUSHELL Appointed: 2017

ROGER STEPHEN KEMP Appointed: 2023

SALLY JENNIFER LEWIS Appointed: 2019

Legal constitution

Charity registered in England & Wales on 22/12/2010, number: 1139443

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

12 returns made; all on time

Main office

43 LINKS WAY
CROXLEY GREEN
RICKMANSWORTH
WD3 3RH

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:

SARRATT

Data Sources