Finance Score: -5

Governance Score: 5

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

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

Large volunteers +5

Overall GiG Score: 5

STOCKTON-ON-TEES U3A

1. To advance the education of the public and in particular the education of middle aged and older people who are not in full time gainful employment in Stockton-on-Tees and its surrounding locality.

Analysis by Giving is Great

Positives:

This charity has been very 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:

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
Income has been volatile recently and was significantly lower than spending in the latest year

Established: 37 years

www.u3asites.org.uk/stockton

pmcjefferies@gmail.com

07909683352

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	£10	£17	£-6	n/a	n/a	n/a	n/a	n/a	35
31/12/21	£8	£8	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£13	£8	£5	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£17	£14	£3	n/a	n/a	n/a	n/a	n/a	50
31/12/18	£14	£13	£1	£0	£0	£0	n/a	0	35
31/12/17	£12	£12	£1	£0	£0	£0	n/a	0	0
31/12/16	£11	£11	£0	£0	£0	£0	n/a	0	0
31/12/15	£12	£12	£0	£0	£0	£0	n/a	0	0
31/12/14	£10	£9	£0	£0	£0	£0	n/a	0	0
31/12/13	£8	£7	£1	£0	£0	£0	n/a	0	0
31/12/12	£8	£7	£0	£0	£0	£0	n/a	0	0
31/12/11	£8	£8	£0	£0	£0	£0	n/a	0	0
31/12/10	£7	£7	£0	£0	£0	£0	n/a	0	0
31/12/09	£9	£9	£0	£0	£0	£0	n/a	0	0
31/12/08	£9	£8	£1	£0	£0	£0	n/a	0	0
31/12/07	£6	£5	£1	£0	£0	£0	n/a	0	0
31/12/06	£6	£7	£-1	£0	£0	£0	n/a	0	0
31/12/05	£5	£6	£0	£0	£0	£0	n/a	0	0
31/12/04	£8	£5	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Stockton-on-tees,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
35 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

CHRISTINE BELL Appointed: 2019

CHRISTINE ROBERTSON Appointed: 2015

DAVID JOHN GRIFFIN Appointed: 2022

GEOFFREY HEYWOOD Appointed: 2017

JAMES PARKINSON Appointed: 2018, Other trusteeship: EAGLESCLIFFE VILLAGE HALL ASSOCIATION,

JANET BRAMMER Appointed: 2022

JUDYTH THOMAS Appointed: 2022

PHILIP JEFFERIES Appointed: 2023

ROSEMARY MCNULTY Appointed: 2021

Legal constitution

Charity registered in England & Wales on 19/05/1987, number: 518693

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Volunteer management

Filing Record

19 returns made; all on time

Main office

8 Kelling Close
BILLINGHAM
Cleveland
TS23 3UJ

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:

STOCKTON-ON-TEES AND ITS SURROUNDING LOCALITY

Data Sources