Finance Score: 0

Governance Score: 4

Support Score: 0

No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 9

BARNET U3A

Facilitating education and training for older/elderly persons in the Barnet/North London area

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:

Although this charity works with volunteers it does not have a Volunteer Management 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

Established: 15 years

www.barnetu3a.org.uk

admin@barnetu3a.org.uk

02083686148

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
30/11/23		£102	£94	£8	n/a	n/a	n/a	n/a	n/a	200
30/11/22		£84	£89	£-5	n/a	n/a	n/a	n/a	n/a	200
30/11/21		£48	£58	£-9	n/a	n/a	n/a	n/a	n/a	200
30/11/20		£64	£56	£8	n/a	n/a	n/a	n/a	n/a	200
30/11/19		£86	£86	£0	n/a	n/a	n/a	n/a	n/a	250
30/11/18	*	£93	£94	£-1	£0	£0	£0	n/a	0	0
30/11/17		£82	£82	£0	£0	£0	£0	n/a	0	0
30/11/16		£80	£80	£0	£0	£0	£0	n/a	0	0
30/11/15		£67	£67	£0	£0	£0	£0	n/a	0	0
30/11/14		£74	£66	£8	£0	£0	£0	n/a	0	0
30/11/13		£69	£65	£4	£0	£0	£0	n/a	0	0
30/11/12		£61	£57	£4	£0	£0	£0	n/a	0	0
30/11/11		£21	£16	£4	£0	£0	£0	n/a	0	0
30/11/10		£15	£12	£2	£0	£0	£0	n/a	0	0
30/11/09		£11	£9	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Acts as an umbrella or resource body

Where it operates

Barnet,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
200 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

AVERILL LOVATT Appointed: 2019

BRIAN LIPMAN Appointed: 2019

JAMES JENKINS Appointed: 2016

JENNY MURLEY Appointed: 2023

JOANNA TAMBOURIDOU Appointed: 2017

JOHANNE CARSTAIRS Appointed: 2020

JOHN BENT Appointed: 2015, Occupation: Retired Accountant, Other trusteeships: THE THIRD AGE TRUST, LONDON REGION OF U3AS,

KATHRYN LOIS BARBER Appointed: 2021

PAUL ALAN PHILLIPS Appointed: 2019

SARAH BEAUMONT Appointed: 2023

TREVOR JOHN ORR Appointed: 2023

Legal constitution

Charity registered in England & Wales on 24/04/2009, number: 1129309

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

15 returns made; AR18: 108 days late,

Main office

96 Alverstone Avenue
East Barnet
BARNET
Hertfordshire
EN4 8EE

Objectives

1 TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULL TIME GAINFUL EMPLOYMENT IN BARNET AND ITS SURROUNDING LOCALITY.2 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:

BARNET AND ITS SURROUNDING LOCALITY

Data Sources