UNIVERSITY OF THE THIRD AGE - YORK

Charity number: 1007843
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Our u3a offers learning activities which reflect members wishes and which aim to satisfy the widest possible range of interests; educational, cultural, recreational, physical and social.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £150,970
Total expenditure: £130,220

People

9 Trustee(s)

129 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 29 January 1992: Standard registration
Organisation type:
Other
Other names:
  • YORK U3A (Working name)
  • YORK BRANCH OF U3A (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Karen Jane Sawyer Chair 08 June 2022
None on record
JENNIFER SLEE Trustee 13 April 2025
MARTIN HOUSE
Received: On time
Jeffrey Stuart Todd Trustee 13 April 2025
None on record
Alice Mary Teresa Morwood-Leyland Trustee 13 April 2025
None on record
Dr Beryl Aranka Oppenheim Trustee 13 April 2025
None on record
Dr Philip Charles Walters Trustee 09 October 2024
None on record
Andrew Pilot Trustee 25 July 2024
None on record
Samantha Triggs Trustee 18 September 2023
None on record
Quinton Charles Smith Trustee 11 March 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £182.74k £21.70k £112.61k £107.66k £150.97k
Total expenditure £179.25k £25.74k £92.10k £104.48k £130.22k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 18 May 2025 On Time
Accounts and TAR 31 July 2024

(These accounts
have been qualified)

27 May 2025 On Time Download Open in new window
Annual return 31 July 2023 06 May 2024 On Time
Accounts and TAR 31 July 2023 06 May 2024 On Time Download Open in new window
Annual return 31 July 2022 29 March 2023 On Time
Accounts and TAR 31 July 2022 29 March 2023 On Time Download Open in new window
Annual return 31 July 2021 27 March 2022 On Time
Accounts and TAR 31 July 2021 Not Required
Annual return 31 July 2020 18 April 2021 On Time
Accounts and TAR 31 July 2020 18 April 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 7 JULY 1990 AS AMENDED 27 AUGUST 1992 AND 26 OCTOBER 1996 AS AMENDED ON 19 NOV 2016 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 19 Mar 2022 as amended on 13 Apr 2024

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

YORK AND THE SURROUNDING LOCALITY

Contact information

Address:
York U 3 A Centre
15A Clifford Street
YORK
YO1 9RG
Phone:
01904 289293
Email:
secretary@yorku3a.com
Website:

https://york.u3asite.uk/ Open in new window