Finance Score: 2

Governance Score: 6

Support Score: 6

Strong growth: +2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 14

SALTASH U3A

We run activity groups for our members. We are affiliated to the Third Age Trust and run the Saltash u3a. All our activity groups,over 30, are run solely by volunteers for our members

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker
There has been strong growth in spending over the last 5 years
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:

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
31/07/23	£19	£19	£0	n/a	n/a	n/a	n/a	n/a	30
31/07/22	£28	£21	£7	n/a	n/a	n/a	n/a	n/a	27
31/07/21	£8	£5	£3	n/a	n/a	n/a	n/a	n/a	0
31/07/20	£10	£6	£3	n/a	n/a	n/a	n/a	n/a	0
31/07/19	£9	£8	£1	n/a	n/a	n/a	n/a	n/a	0
31/07/18	£8	£7	£1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

http://www.saltashu3a.org.uk

web@saltashu3a.org.uk

07887375845

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Recreation

GiG Classification

Technical, vocational and continuing education

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Cornwall, Devon,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Cornwall Community Foundation - Operation incentive
£1,000	10/06/2022	Saltash U3A, part of a national organization, welcomes members in their post-employment phase, offering over 30 interest groups led by volunteers. It combats loneliness, fosters friendships, and ....more Saltash U3A, part of a national organization, welcomes members in their post-employment phase, offering over 30 interest groups led by volunteers. It combats loneliness, fosters friendships, and celebrates member talents and expertise.
Co-Operative Group - Grant to Saltash U3A
£3,953	24/10/2020	We aim to provide the opportunity for all our members to enjoy, on a monthly basis, a day's social outing using the community Hopper Buses.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

AMANDA SMITH Appointed: 2018

BARRY JOHN OLVER Appointed: 2023

CDR PETER PAYNE-HANLON OBE Appointed: 2023

GILLIAN HIGGINS Appointed: 2016

JASON LAMB Appointed: 2022

KATHLEEN DENISE DE BEAUFORT Appointed: 2023

MARILYN READ Appointed: 2022

MAUREEN KENT Appointed: 2023

ROBERT GEORGE JENKINS Appointed: 2023

ROSEMARY OLVER Appointed: 2019

SUE PYM Appointed: 2023

Legal constitution

Charity registered in England & Wales on 09/05/2017, number: 1172928

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

6 returns made; all on time

Main office

C/O Saltash Gateway CIC
4 Fore Street
SALTASH
Cornwall
PL12 6JL

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