UNITED KINGDOM ASSOCIATION FOR TRANSACTIONAL ANALYSIS

Charity number: 1062624
Charity reporting is up to date (5 days late)

Charity overview

Activities - how the charity spends its money

It is the object of UKATA to educate the public about the study, theory and practice of TA, in accordance with recognised standards of professional competence. UKATA offers a register of Practitioners and Training Establishments, which is on the website and gives contact details for members of the public to enquire about training, therapy, counselling and more.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £296,735
Total expenditure: £271,459

People

4 Trustee(s)

15 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • East Sussex

Governance

Registration history:
  • 03 June 1997: Standard registration
Organisation type:
Charitable company
Other names:
  • I T A (Working name)
  • INSTITUTE OF TRANSACTIONAL ANALYSIS (Previous name)
Company number:
03364220 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sally Ann Trevaskis Chair 11 June 2022
None on record
Philippa Jean Richardson Trustee 02 September 2024
None on record
Kathryn Louise Jones Trustee 02 September 2024
None on record
JEMMA LOUISE GUNN Trustee 01 September 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £164.37k £183.96k £206.63k £266.63k £296.74k
Total expenditure £160.95k £179.62k £203.31k £252.22k £271.46k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £5.60k 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 30 September 2024 04 August 2025 5 days late
Accounts and TAR 30 September 2024 04 August 2025 5 days late Download Open in new window
Annual return 30 September 2023 11 June 2024 On time
Accounts and TAR 30 September 2023 11 June 2024 On time Download Open in new window
Annual return 30 September 2022 24 July 2023 On time
Accounts and TAR 30 September 2022 24 July 2023 On time Download Open in new window
Annual return 30 September 2021 11 October 2022 73 days late
Accounts and TAR 30 September 2021 11 October 2022 73 days late Download Open in new window
Annual return 30 September 2020 30 July 2021 On time
Accounts and TAR 30 September 2020 30 July 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.

MEMORANDUM AND ARTICLES INCORPORATED 01/05/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/11/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/01/2010 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 07/05/2013

Charitable objects

TO ADVANCE THE EDUCATION OF THE PUBLIC GENERALITY WITH REGARD TO THE STUDY, THEORY AND PRACTICE OF TRANSACTIONAL ANALYSIS AND ITS APPLICATION IN ACCORDANCE WITH THE RECOGNISED STANDARDS OF PROFESSIONAL COMPETENCE IN THE PRACTICE OF TRANSACTIONAL ANALYSIS IN THE UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND.

Area of benefit

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

UNITED KINGDOM AND NORTHERN IRELAND

Contact information

Address:
Atlantic House
8 Bell Lane
Uckfield
East Sussex
Phone:
01892 664615
Email:
office@uka4ta.co.uk
Website:

www.uka4ta.co.uk Open in new window