ELMBRIDGE U3A

Charity number: 1071550
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Elmbridge U3A provides men and women, no longer in full-time employment with the opportunity to join like-minded people in a variety of interests, educational and recreational, at minimal cost.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £82,362
Total expenditure: £77,012

People

10 Trustee(s)

125 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:
  • General Charitable Purposes
  • Education/training
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 15 September 1998: Standard registration
  • 19 December 2023: Funds received from 1098804 SPELTHORNE U3A
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints 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 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Nigel Edward Cudby Chair 02 June 2021
None on record
Janet Donin Trustee 19 March 2025
None on record
Susan Warren Trustee 18 September 2024
None on record
Peter Alistair Jeremy ANDREW Trustee 03 April 2024
None on record
Barry Michael Peters Trustee 29 March 2023
None on record
Phillipa Jane Allison Trustee 16 November 2022
None on record
Mark Leslie Dowdney Trustee 02 June 2021
None on record
Nicola June Lindsey Trustee 12 March 2020
None on record
Meg James Trustee 18 January 2017
None on record
ANDREW CRAIG Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £21.45k £24.23k £40.03k £79.09k £82.36k
Total expenditure £29.66k £22.59k £37.02k £64.89k £77.01k
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 2024 14 May 2025 On Time
Accounts and TAR 31 December 2024 14 May 2025 On Time Download Open in new window
Annual return 31 December 2023 24 July 2024 On Time
Accounts and TAR 31 December 2023 24 July 2024 On Time Download Open in new window
Annual return 31 December 2022 01 June 2023 On Time
Accounts and TAR 31 December 2022 01 June 2023 On Time Download Open in new window
Annual return 31 December 2021 06 October 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 30 July 2021 On Time
Accounts and TAR 31 December 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 ON 26 MARCH 1998, AS AMENDED 21ST MARCH 2003

Charitable objects

(1) TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME GAINFUL EMPLOYMENT IN THE BOROUGH OF ELMBRIDGE AND ITS SURROUNDING LOCALITY; (2) THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES FOR THE PUBLIC AND IN PARTICULAR FOR MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME EMPLOYMENT IN THE BOROUGH OF ELMBRIDGE AND ITS LOCALITY IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Area of benefit

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

BOROUGH OF ELMBRIDGE AND ITS SURROUNDING LOCALITY

Contact information

Address:
THE SANCTUARY
21 MATHAM ROAD
EAST MOLESEY
KT8 0SX
Phone:
02089791719
Email:
treasurer@elmbridgeu3a.org
Website:

u3asites.org.uk/elmbridge