PEMBROKESHIRE U3A

Charity Number: 1070169
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Promotion of life long learning for the elderly or retired through activity groups under guidance from the Third Age Trust

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £13,585
Total expenditure: £9,101

People

4 Trustee(s)

350 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:
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Pembrokeshire

Governance

Registration history:
  • 24 June 1998: 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
  • Conflicting interests
  • 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
Mts Jan Manning Chair 05 November 2015
None on record
GERALD RUSSANT Trustee 07 January 2020
None on record
Patrica Ann Lewis Trustee 05 December 2019
None on record
Carol Elizabeth Matthews Trustee 07 December 2017
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 £14.24k £6.37k £9.85k £13.62k £13.59k
Total expenditure £12.03k £5.10k £8.70k £9.58k £9.10k
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 30 September 2024 15 April 2025 On Time
Accounts and TAR 30 September 2024 Not Required
Annual return 30 September 2023 01 July 2024 On Time
Accounts and TAR 30 September 2023 Not Required
Annual return 30 September 2022 27 April 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 11 July 2022 On Time
Accounts and TAR 30 September 2021 Not Required
Annual return 30 September 2020 19 July 2021 On Time
Accounts and TAR 30 September 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 13 MAY 1993 AS AMENDED ON 05 DEC 2018

Charitable objects

TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF THE MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME GAINFUL EMPLOYMENT IN PEMBROKESHIRE AND ITS SURROUNDING LOCALITY

Area of benefit

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

PEMBROKESHIRE

Contact information

Address:
4 Hawn Lake
Burton
MILFORD HAVEN
Dyfed
SA73 1LW
Phone:
01646562147
Email:
u3apembs@gmail.com
Website:

www.pembrokeshireu3a.org.uk Open in new window