ROSS AND DISTRICT U3A

Charity number: 1022620
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

i) To advance the education of the public and in particular the education of older people no longer in full-time gainful employment in Ross-On-Wye and its surrounding locality. ii) The provision of facilities for leisure time and recreational activities with the object of improving the conditions of life for the above persons in the interests of their social welfare.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £14,095
Total expenditure: £10,367

People

8 Trustee(s)

75 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
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Gloucestershire
  • Herefordshire
  • Monmouthshire

Governance

Registration history:
  • 15 June 1993: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
Land and property:
This charity does not own and/or lease 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
WILLIAM LYONS Chair 19 June 2023
None on record
Jane Pendlebury Trustee 14 May 2025
None on record
Carol Carney Trustee 12 March 2025
None on record
Michael Geoffrey Stringer Trustee 12 March 2025
None on record
Simon Silver Trustee 20 May 2024
None on record
Heather Whitehouse Trustee 15 November 2023
None on record
Catherine Silver Trustee 16 August 2023
None on record
Mark Eardley Trustee 12 April 2023
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £12.09k £6.10k £6.26k £8.74k £14.10k
Total expenditure £11.69k £4.11k £7.58k £9.50k £10.37k
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 March 2024 21 January 2025 On time
Accounts and TAR 31 March 2024 Not required
Annual return 31 March 2023 28 February 2024 28 days late
Accounts and TAR 31 March 2023 Not required
Annual return 31 March 2022 12 January 2023 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 26 January 2022 On time
Accounts and TAR 31 March 2021 Not required
Annual return 31 March 2020 28 September 2020 On time
Accounts and TAR 31 March 2020 Not required
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 16 NOVEMBER 1992 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 23 Aug 2021

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.

NOT DEFINED

Contact information

Address:
The Holt
Harewood End
Hereford
Herefordshire
HR2 8LA
Phone:
07716 424071
Email:
ross.u3a.bus.sec@gmail.com
Website:

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