Finance Score: 1
Governance Score: -1
Support Score: 0
  • Reasonable growth: +1
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Large volunteers +5
Overall GiG Score: 5 ?

SHERBURN AND VILLAGES U3A 

Self funded , self help group for retired and semi retired people from all walks of life, giving them a chance to either take up new interests or further their current hobbies and interests
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • 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
  • This charity does not have a Conflict of Interests policy
  • 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
Established: 9 years

www.sherburnu3a.org

treasurer@sherburnu3a.org

07976758396

Charity Commission for England and Wales
UN SDGs
?

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
30/09/22£27£25£2n/an/an/an/an/a540
30/09/21£10£8£2n/an/an/an/an/a520
30/09/20£13£14£-1n/an/an/an/an/a640
30/09/19£17£15£2n/an/an/an/an/a635
30/09/18£15£16£0£0£0£0n/a0631
30/09/17?£8£7£2£0£0£0n/a00
31/10/16?£8£7£2£0£0£0n/a00
30/09/15£6£6£0£0£0£0n/a00

Highest pay bracket: less than £60,000
Listed activities
  • Education/Training
  • Recreation
How it operates
  • Provides services
Where it operates
  • North Yorkshire,
Who it helps
  • Elderly/Old People
Who works here?
  • Unknown number of employees
  • 540 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)
Current Trustees appointed

Legal constitution
  • Charity registered in England & Wales on 13/04/2015, number: 1161249
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
Filing Record
8 returns made; all on time
Main office

80 Sand Lane
South Milford
LEEDS
LS25 5AU

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:

SHERBURN IN ELMET

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great