Finance Score: -3

Governance Score: 4

Support Score: 0

Volatile income: -3
No PartB

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

Large volunteers +3

Overall GiG Score: 4

NORTH WEST REGION OF U3AS

The Charity provides support to constituent U3As within the North West of England through the educational programme of the Third Age Trust - Charity No: 288007, and by delivering and developing educational activities and events that enhance the efficiency and effectiveness of U3A constituent charities.

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 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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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	*	£21	£23	£-2	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£1	£0	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£0	£1	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£35	£34	£2	n/a	n/a	n/a	n/a	n/a	18
31/03/19		£27	£27	£0	n/a	n/a	n/a	n/a	n/a	12
31/03/18		£29	£30	£-1	£0	£0	£0	n/a	0	0
31/03/17		£26	£27	£-1	£0	£0	£0	n/a	0	0
31/03/16		£22	£23	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.u3asites.org.uk/north-west

01744895515

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England,

Who it helps

Elderly/Old People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

ALAN HOUGH Appointed: 2017, Other trusteeship: UPHOLLAND AND DISTRICT U3A,

ANTHONY CHEETHAM Appointed: 2022

GILLIAN RUSSELL Appointed: 2021

HILARY SCARRATT Appointed: 2021

MARY FRANCES WATERS (Chair) Appointed: 2018

NEIL DUNCAN STEVENSON Appointed: 2020

WILLIAM EDWARD WOODS Appointed: 2020, Occupation: Retired, Other trusteeship: WIRRAL INFORMATION RESOURCE FOR EQUALITY AND DIVERSITY LTD,

Legal constitution

Charity registered in England & Wales on 06/11/2014, number: 1159091

Gift Aid

NOT 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
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

8 returns made; AR23: 119 days late,

Main office

8 Salwick Close
WIGAN
Lancashire
WN3 6RE

Objectives

3.1. The Network’s object is the advancement of education and in particular the education of older people and those retired from full time work, by all means including associated activities conducive to learning and personal development in the Network Area.This will be mainly undertaken by providing support and assistance to the University of the Third Age organisations [u3as] in the Network Area.

Data Sources