Finance Score: 2

Governance Score: 3

Support Score: 0

Strong growth: +2
No PartB

Dynamic board: +3

Large volunteers +3

Overall GiG Score: 8

BISHOP'S STORTFORD UNIVERSITY OF THE THIRD AGE

The activities of Bishop's Stortford U3A are based on the objects of the U3A which are to advance the education and physical well-being of those people not in full time employment, who are in their third age, residing in Bishop's Stortfod and surrounding locality

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years, despite a decline more recently
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:

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

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	*	£61	£58	£3	n/a	n/a	n/a	n/a	n/a	55
31/12/21		£27	£24	£3	n/a	n/a	n/a	n/a	n/a	60
31/12/20		£23	£20	£4	n/a	n/a	n/a	n/a	n/a	79
31/12/19		£79	£80	£-1	n/a	n/a	n/a	n/a	n/a	78
31/12/18		£12	£14	£-2	£0	£0	£0	n/a	0	100
31/12/17		£13	£12	£1	£0	£0	£0	n/a	0	0
31/12/16		£14	£16	£-2	£0	£0	£0	n/a	0	0
31/12/15		£14	£14	£0	£0	£0	£0	n/a	0	0
31/12/14		£14	£11	£2	£0	£0	£0	n/a	0	0
31/12/13		£14	£12	£2	£0	£0	£0	n/a	0	0
31/12/12		£13	£12	£1	£0	£0	£0	n/a	0	0
31/12/11		£11	£11	£0	£0	£0	£0	n/a	0	0
31/12/10		£11	£16	£-5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 15 years

bishopsstortford.u3asite.uk

alice.dain@bsu3a.org.uk

07710390771

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Technical, vocational and continuing education

How it operates

Other charitable activities

Where it operates

Essex, Hertfordshire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
55 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

ALICE VICTORIA DAIN Appointed: 2023

CHARIS BAILEY Appointed: 2023

DR SUSAN ELIZABETH RAYNER JACOBS (Chair) Appointed: 2023

GERALD FRANK SUMPTER Appointed: 2023

JACK LEWIS TREVES Appointed: 2017

JACQUELINE ANN CABLE Appointed: 2021

JUDITH MARGARET MONAGHAN Appointed: 2023

KATHLEEN HIRD Appointed: 2018

ROSALIND DOROTHY HOWLETT Appointed: 2017

Legal constitution

Charity registered in England & Wales on 09/10/2009, number: 1132055

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

13 returns made; AR22: 25 days late,

Main office

Woodcote
Standon Road
Little Hadham
WARE
Hertfordshire
SG11 2DD

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 IN THE AREA OF BENEFIT.

Defined Area of Benefit:

BISHOP'S STORTFORD

Data Sources