Finance Score: 0

Governance Score: 6

Support Score: 8

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Gov Income
Overall weighted support: +3

Overall GiG Score: 14

LEWES U3A

We advance the education of people who are elderly or retired from gainful employment. We do this by organising study groups, lectures and educational visits, led by members who give their time voluntarily.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants
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

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
31/08/23	£69	£56	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22	£49	£46	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21	£15	£11	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20	£42	£40	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19	£56	£64	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18	£49	£45	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17	£45	£46	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16	£41	£43	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15	£21	£18	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14	£21	£18	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13	£19	£17	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12	£20	£17	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11	£16	£14	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10	£14	£14	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09	£13	£13	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08	£11	£11	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07	£8	£8	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/08/06	£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	£6	£8	£-2	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: 37 years

www.u3asites.org.uk/lewes

secretary@lewesu3a.uk

01273 473148

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Other education support

How it operates

Provides human resources

Where it operates

East Sussex,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANDREW ROBERT EDGAR Appointed: 2024

ANNE MARY EUNICE WILLIAMS Appointed: 2020

CAROLINE MOORHEAD Appointed: 2024

CHARLES ROGER SABIN COCKRELL Appointed: 2023

JACQUELINE MARY ANNE RALPH Appointed: 2020

MARION ANNE TYLER Appointed: 2020

MICHAEL WARREN AUSTIN Appointed: 2019

SUSAN MURRAY Appointed: 2020

MARGARET COFFEY Appointed: 2022

Legal constitution

Charity registered in England & Wales on 20/11/1987, number: 297948

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; all on time

Main office

170B High Street
LEWES
East Sussex
BN7 1YE

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:

LEWES AND DISTRICT