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home >> charity search >> matlock area u3a
Finance Score: -6
Governance Score: 3
Support Score: 0
  • Accounts filed more than 5 days late: -2 times
  • Spending falling: -1
  • Volatile income: -3
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +5
Overall GiG Score: 2 ?

MATLOCK AREA U3A

Currently we have more than 600 members, who may attend one or more of over 40 "interest groups" of varying disciplines ranging from Art Appreciation to Walking. Each interest group is led by a dedicated Coordinator.
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

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile recently
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
31/01/23*£19£16£2n/an/an/an/an/an/a
31/01/22*£8£10£-2n/an/an/an/an/an/a
31/01/21£9£7£2n/an/an/an/an/an/a
31/01/20£33£34£-1n/an/an/an/an/an/a
31/01/19£36£33£3n/an/an/an/an/an/a
31/01/18£8£7£1n/an/an/an/an/an/a
31/01/17£7£6£1n/an/an/an/an/an/a
31/01/16£7£6£1n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 9 years

matlockareau3a.org.uk

bizsec@matlockareau3a.org.uk

07818 690925

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • Recreation
GiG Classification
  • Other education support
How it operates
  • Provides services
Where it operates
  • Derbyshire,
Who it helps
  • Elderly/Old People
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

  • ANGELA KAREN ELKINS Appointed: 2024
  • BRIAN WILLIAMSON Appointed: 2021
  • CAMERON JAMES BUTLAND Appointed: 2023
  • ELIZABETH WALKER (Chair) Appointed: 2018
  • GILLIAN NEEDHAM Appointed: 2020
  • HILARY ESSEN Appointed: 2018
  • JUDITH KATHERINE HOLT Appointed: 2024
  • ROGER KEELING Appointed: 2018
Legal constitution
  • Charity registered in England & Wales on 18/05/2015, number: 1161704
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
8 returns made; AR23: 14 days late, AR22: 89 days late,
Main office

9 Hall Rise
Darley Dale
MATLOCK
Derbyshire
DE4 2HD

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:

MATLOCK AND ITS SURROUNDING LOCALITY

Data Sources

Charity Commission for England and Wales

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