Finance Score: -4

Governance Score: -1

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
Mainly female board: -1

Large volunteers +5

Overall GiG Score: 0

HEATONS-REDDISH GROUP U3A

Classes in Architecture, Art, Bird Watching, Current Affairs, Crafts, Drama, Family History, Gardening, Heritage, Line Dancing, Literature, Music Appreciation, Play Reading, Poetry, Science, Singing, Ukulele, Walking, Writing; theatre visits and interest holidays, Philosophy, Conversational Spanish.

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 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
The Board is predominantly female
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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 30 years

http://u3asites.org.uk/code/u3asite.php?site=

cmtcl@aol.com

07812859492

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	£12	£11	£1	n/a	n/a	n/a	n/a	n/a	40
31/12/21	£8	£8	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£13	£22	£-9	n/a	n/a	n/a	n/a	n/a	300
31/12/19	£30	£30	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£40	£39	£2	£0	£0	£0	n/a	0	0
31/12/17	£10	£8	£2	£0	£0	£0	n/a	0	0
31/12/16	£11	£8	£4	£0	£0	£0	n/a	0	0
31/12/15	£11	£7	£4	£0	£0	£0	n/a	0	0
31/12/14	£7	£8	£-1	£0	£0	£0	n/a	0	0
31/12/13	£5	£5	£0	£0	£0	£0	n/a	0	0
31/12/12	£4	£5	£0	£0	£0	£0	n/a	0	0
31/12/11	£4	£4	£0	£0	£0	£0	n/a	0	0
31/12/10	£4	£4	£0	£0	£0	£0	n/a	0	0
31/12/09	£3	£3	£0	£0	£0	£0	n/a	0	0
31/12/08	£3	£3	£0	£0	£0	£0	n/a	0	0
31/12/07	£4	£3	£1	£0	£0	£0	n/a	0	0
31/12/06	£4	£3	£1	£0	£0	£0	n/a	0	0
31/12/05	£4	£3	£1	£0	£0	£0	n/a	0	0
31/12/04	£3	£3	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
Recreation

How it operates

Acts as an umbrella or resource body

Where it operates

Stockport,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
40 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

BARBARA DUNNE Appointed: 2014

CAROLYN BARBARA CANNING Appointed: 2020

CLARE ZITA DOWNING Appointed: 2020

COLIN MITCHELL Appointed: 2022

JILL CALDER Appointed: 2023

JUDITH GORDON (Chair) Appointed: 2022

JENNIFER MOORHOUSE Appointed: 2023

JUDE WELLS Appointed: 2023

MARY NEEDHAM Appointed: 2019

SUSAN WALKER Appointed: 2023

THERESA MARIA ROGERS Appointed: 2017

VIRGINIA LLOYD Appointed: 2023

Legal constitution

Charity registered in England & Wales on 19/05/1994, number: 1037772

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; all on time

Main office

9 Queens Close
STOCKPORT
Cheshire
SK4 3JL

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:

HEATONS-REDDISH AND THE SURROUNDING LOCALITY

Data Sources