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home >> charity search >> holme valley u3a
Finance Score: -8
Governance Score: 6
Support Score: 0
  • Accounts overdue -5
  • Volatile income: -3
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -2 ?

HOLME VALLEY U3A 

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, residing in the Holme Valley and its surrounding locality.
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 and dynamic in terms of composition

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Latest accounts are overdue for filing
  • Income has been volatile recently
miles

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
31/03/22£5£5£0n/an/an/an/an/a0
31/03/21£8£4£3n/an/an/an/an/a0
31/03/20£8£7£1n/an/an/an/an/a0
31/03/19*£5£9£-4n/an/an/an/an/a0
31/03/18£11£6£6£0£0£0n/a00
Download accounts
Highest pay bracket: less than £60,000
Established: 7 years

u3asites.org.uk/holme.valley

david@dnbarnett.ndo.co.uk

01484 683114

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • Recreation
GiG Classification
  • Technical, vocational and continuing education
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
Where it operates
  • Kirklees,
Who it helps
  • Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 21/02/2017, number: 1171722
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
5 returns made; AR19: 1 days late,
Main office

13 TOWN END AVENUE
HOLMFIRTH
HD9 1QW

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.

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

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