Finance Score: -1

Governance Score: 0

Support Score: 0

Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
No PartB

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3

Large volunteers +5

Overall GiG Score: 4

CESTRIA U3A AT CHESTER-LE-STREET

Generally Cestria U3A exists to advance education and in particular the education of people not in full time gainful employment who are in their Third Age residing in Chester-le-Street and its surrounding locality. Cestria U3A is part of the Third Age Trust.

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
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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 but has stabilised more recently
Income has been volatile recently but spending has been maintained

Established: 9 years

http://u3asites.org.uk/cestria

cestriau3achair@gmail.com

01913890702

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
31/12/23	£10	£11	£-1	n/a	n/a	n/a	n/a	n/a	20
31/12/22	£10	£9	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£7	£8	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£23	£29	£-6	n/a	n/a	n/a	n/a	n/a	25
31/12/18	£23	£17	£6	£0	£0	£0	n/a	0	0
31/12/17	£19	£14	£5	£0	£0	£0	n/a	0	0
31/12/16	£12	£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

Provides services

Where it operates

Durham,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

ANGELA HAMILTON Appointed: 2021

ANNE ELEANOR LANIGAN Appointed: 2017

CHRISTINE LOGAN Appointed: 2018

KATHLEEN ATKINSON Appointed: 2018

MARGARET ANN PESCOD Appointed: 2012

MARGARET CHILVER Appointed: 2017

MARGARET BOZIC MBE Appointed: 2019, Occupation: None, Other trusteeship: TYNE AND WEAR BUILDING PRESERVATION TRUST LIMITED,

MAUREEN WESTON Appointed: 2023

MICHAEL JOHN PARKER Appointed: 2024

PATRICIA ANNE RULE Appointed: 2020

RACHEL MARY BURTON Appointed: 2023

ROBERT BERRY Appointed: 2018, Other trusteeship: CHESTER-LE-STREET METHODIST CHURCH,

STEPHEN WILLAN Appointed: 2024

TONY MORRELL Appointed: 2019

Legal constitution

Charity registered in England & Wales on 27/08/2015, number: 1163334

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures

Filing Record

8 returns made; all on time

Main office

4 Ullswater Road
CHESTER LE STREET
DH2 3HG

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.

Data Sources