FLEET & DISTRICT U3A

Charity number: 1055104
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Fleet and District U3A is an educational self-help organisation. Our intention is to provide study and recreational groups within a social framework for all retired and semi-retired people within our community.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £137,342
Total expenditure: £119,622

People

11 Trustee(s)

100 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
  • Recreation
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 02 May 1996: Standard registration
Organisation type:
Other
Other names:
  • FLEET AND DISTRICT BRANCH OF THE UNIVERSITY OF THE THIRD AGE (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
STEPHEN JOHN GROSVENOR Chair 22 November 2019
None on record
Anne Margaret Morley Trustee 20 November 2024
None on record
MARK LESLIE GOODWIN Trustee 20 November 2024
None on record
ANNE SMITH Trustee 20 November 2024
None on record
JULIE ELIZABETH LYSAGHT Trustee 20 November 2024
None on record
SANDRA ANNE REDMAN Trustee 06 December 2018
None on record
Jennifer Mary Teagle Trustee 05 December 2018
None on record
Neil Morley Trustee 06 June 2018
None on record
Barbara Joan Jones Trustee 11 December 2017
None on record
Alan Rees Jones Trustee 18 October 2017
None on record
Paddy Powell Trustee 02 September 2015
THE THOMAS CRANSTON HUGHES FAMILY TRUST
Received: On time

Financial history

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

Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £125.96k £47.44k £161.79k £125.88k £137.34k
Total expenditure £128.32k £33.17k £150.21k £112.32k £119.62k
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 August 2024 15 April 2025 On Time
Accounts and TAR 31 August 2024 15 April 2025 On Time Download Open in new window
Annual return 31 August 2023 29 April 2024 On Time
Accounts and TAR 31 August 2023 29 April 2024 On Time Download Open in new window
Annual return 31 August 2022 24 April 2023 On Time
Accounts and TAR 31 August 2022 24 April 2023 On Time Download Open in new window
Annual return 31 August 2021 18 April 2022 On Time
Accounts and TAR 31 August 2021 18 April 2022 On Time Download Open in new window
Annual return 31 August 2020 05 April 2021 On Time
Accounts and TAR 31 August 2020 05 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 17 APR 1996 AS AMENDED ON 18 MAY 2016 AS AMENDED ON 20 NOV 2019 as amended on 03 Dec 2019

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 IN THE AREA OF BENEFIT.

Area of benefit

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

FLEET

Contact information

Address:
1 Whin Holt
FLEET
GU52 7TS
Phone:
07850205825
Email:
treasurer@fleetu3a.org.uk
Website:

www.fleetu3a.org.uk Open in new window