Finance Score: -4

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: -2

WHITLEY BAY U3A

1 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 development2 The provision of facilities for leisure and recreational activities with the object of improving the conditions of life for the above persons in the interests of social welfare.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit
30/04/23		£7,186	£8,148	£-962
30/04/22		£7,146	£6,003	£1,143
30/04/21	*	£210	£3,501	£-3,291
30/04/20	*	£830	£3,612	£-2,782
30/04/19	*	£7,000	£7,000	£0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

http://u3asites.org.uk/whitley-bay

IANBEDWELL@OUTLOOK.COM

07955816885

Charity Commission for England and Wales

Listed activities

Education/Training

How it operates

Provides human resources

Where it operates

North Tyneside,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

MICHELE PALMER Appointed: 2023

DOROTHY GARMAN Appointed: 2021

IAN CHARLES BEDWELL Appointed: 2022

KATH MACEACHEN Appointed: 2021

KATH REED Appointed: 2021

PEGGY ROBERTSON Appointed: 2022

TERRY ANNAN Appointed: 2023

YVONNE BEDWELL Appointed: 2022

Legal constitution

Charity registered in England & Wales on 10/01/2003, number: 1095331

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

5 returns made; AR21: 153 days late, AR20: 342 days late, AR19: 1 days late,

Main office

28 Hastings Drive
NORTH SHIELDS
Tyne And Wear
NE30 2LN

Objectives

I) TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULL TIME GAINFUL EMPLOYMENT IN WHITLEY BAY AND ITS SURROUNDING LOCALITY.II) THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE.

Defined Area of Benefit:

WHITLEY BAY

Data Sources