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home >> charity search >> the sale u3a
Finance Score: -1
Governance Score: 3
Support Score: 0
  • Spending falling: -1
  • but now stabilising: +1
  • Volatile income -1
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +5
Overall GiG Score: 7 ?

THE SALE U3A

Provides educational, social & cultural pursuits for members of the community no longer in full time employment.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • 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
  • 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
  • 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
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/10/23£15£16£0n/an/an/an/an/an/a
31/10/22£11£10£1n/an/an/an/an/an/a
31/10/21*£3£3£-1n/an/an/an/an/an/a
31/10/20£9£10£-1n/an/an/an/an/an/a
31/10/19£25£21£4n/an/an/an/an/an/a
31/10/18£27£28£-1n/an/an/an/an/an/a
31/10/17£14£14£0n/an/an/an/an/an/a
31/10/16£13£10£3n/an/an/an/an/an/a
31/10/15£15£11£3n/an/an/an/an/an/a
31/10/14£20£20£0n/an/an/an/an/an/a
31/10/13£13£11£2n/an/an/an/an/an/a
31/10/12£22£22£0n/an/an/an/an/an/a
31/10/11£17£15£2n/an/an/an/an/an/a
31/10/10£18£17£1n/an/an/an/an/an/a
31/10/09£19£18£1n/an/an/an/an/an/a
31/10/08£30£29£1n/an/an/an/an/an/a
31/10/07£31£28£4n/an/an/an/an/an/a
31/10/06£21£18£3n/an/an/an/an/an/a
31/10/05£16£18£-2n/an/an/an/an/an/a
31/10/04£22£20£2n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 30 years

www.sale.u3asite.uk

secretary.u3asale.@outlook.com

01619730113

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Other education support
How it operates
  • Acts as an umbrella or resource body
Where it operates
  • Trafford,
Who it helps
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

  • BARRY BROTHERTON Appointed: 2022
  • BEN CHEUNG Appointed: 2023
  • CAROLE BARLEY (Chair) Appointed: 2015
  • CHARLENE PULLAN Appointed: 2019
  • GUY ROBSON Appointed: 2021, Occupation: Solicitor
  • JEAN MACDONALD Appointed: 2022
  • KATHRYN JANE FYFE Appointed: 2023
  • MARGARET LOFTUS Appointed: 2023
  • JUDITH ANN LLOYD Appointed: 2016
Legal constitution
  • Charity registered in England & Wales on 02/06/1994, number: 1038280
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR21: 11 days late,
Main office

Sale Moor Community Centre
Norris Road
Sale
M33 2TN

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:

SALE AND ITS SURROUNDING LOCALITY

Data Sources

Charity Commission for England and Wales

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