U3A UNIVERSITY OF THE THIRD AGE, CHELTENHAM BRANCH

Charity number: 299146
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We are a volunteer-driven organisation for those who are no longer in full-time employment. We facilitate lifelong learning and stimulating daytime activities in the company of others. All activities are run and coordinated by volunteers.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £87,793
Total expenditure: £86,393

People

2 Trustee(s)

1800 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
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 11 May 1988: Standard registration
Organisation type:
Other
Other names:
  • CHELTENHAM U3A (Working name)
  • U3A UNIVERSITY OF THE THIRD AGE, CHELTENHAM AND DISTRICT BRANCH (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
STEPHANIE MOLYNEUX Trustee 01 April 2024
None on record
Margaret Garvey Trustee 22 March 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £61.34k £30.02k £44.88k £66.48k £87.79k
Total expenditure £60.12k £32.93k £43.27k £63.25k £86.39k
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 December 2023 08 August 2024 On Time
Accounts and TAR 31 December 2023 08 August 2024 On Time Download Open in new window
Annual return 31 December 2022 24 July 2023 On Time
Accounts and TAR 31 December 2022 24 July 2023 On Time Download Open in new window
Annual return 31 December 2021 25 August 2022 On Time
Accounts and TAR 31 December 2021 25 August 2022 On Time Download Open in new window
Annual return 31 December 2020 23 August 2022 296 days late
Accounts and TAR 31 December 2020 23 August 2022 296 days late Download Open in new window
Annual return 31 December 2019 19 October 2020 On Time
Accounts and TAR 31 December 2019 19 October 2020 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 24TH FEBRUARY 1986 AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED ON 30 MAR 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 FOR THOSE RESIDING IN CHELTENHAM AND ITS SURROUNDING LOCALITY

Area of benefit

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

CHELTENHAM AND DISTRICT

Contact information

Address:
18 Summerbee Drive
CHELTENHAM
Gloucestershire
GL51 6TP
Phone:
07771604504
Email:
treasurer@cheltenhamu3a.org.uk
Website:

www.cheltenhamu3a.org.uk Open in new window