Finance Score: -4
Governance Score: 5
Support Score: 0
  • Spending falling: -1
  • Volatile income: -3
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 1 ?

WREXHAM U3A

General and Interest Group meetings to facilitate learning and excercise for older people to remain active in their retirement.
Analysis by Giving is Great

Positives:

  • 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:

  • This charity does not have a Conflict of Interests 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
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile recently

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
31/12/22£6£5£1n/an/an/an/an/an/a
31/12/21£6£4£1n/an/an/an/an/an/a
31/12/20*£6£6£0n/an/an/an/an/an/a
31/12/19£19£21£-2n/an/an/an/an/an/a
31/12/18£18£18£0n/an/an/an/an/an/a
31/12/17£10£10£0n/an/an/an/an/an/a
31/12/16£10£9£1n/an/an/an/an/an/a
31/12/15£8£7£1n/an/an/an/an/an/a
31/12/14£8£8£0n/an/an/an/an/an/a
31/12/13£13£13£0n/an/an/an/an/an/a
31/12/12£13£12£0n/an/an/an/an/an/a
31/12/11?£10£9£1n/an/an/an/an/an/a
31/01/10£5£5£1n/an/an/an/an/an/a
31/01/09?*£6£5£1n/an/an/an/an/an/a
29/02/08£8£8£0n/an/an/an/an/an/a
28/02/07£5£2£3n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 18 years

http://wrexhamu3a.com

wrexhamu3a@gmail.com

01978291590

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
  • Provides human resources
Where it operates
  • Wrexham,
Who it helps
  • Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees:
  • ALAN JOHN SUTTON Appointed: 2019
  • ANN SHEILA LACOURSE Appointed: 2019
  • BRIAN JONES Appointed: 2020
  • CAROLYN MCKENZIE Appointed: 2017
  • GWYNETH MARY HUGHES Appointed: 2023
  • GILLIAN ELIZABETH EDWARDS Appointed: 2021
  • JUDITH ANN DOLBEN Appointed: 2020
  • LYNN JONES Appointed: 2022
  • STANLEY VICTOR MOORE Appointed: 2014, Occupation: Director
  • SANDRA JONES Appointed: 2021
  • TERENCE JOHN WALES Appointed: 2013, Occupation: Retired Headteacher
Legal constitution
  • Charity registered in England & Wales on 04/08/2006, number: 1115693
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
16 returns made; AR20: 12 days late, AR09: 10 days late,
Main office

1 Ffordd Ystrad
Coed-Y-Glyn
WREXHAM
Clwyd
LL13 7QQ

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:

WREXHAM AND SURROUNDING LOCALITY.

Data Sources

Charity Commission for England and Wales

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