STRATFORD-UPON-AVON U3A
Charity number: 1084288
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Education and Leisure activities for older, or retired people
Income and expenditure
Data for financial year ending 31 December 2024
Total income: £12,750
Total expenditure: £11,708
People
7 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Warwickshire
Governance
Registration history:
- 29 December 2000: 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
- Risk management
- 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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Maureen Audrey Theresa Bourniquel | Chair | 08 September 2021 |
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| ANTHONY PAUL ORSMAN | Trustee | 17 October 2024 |
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| Anne Patricia Foster | Trustee | 29 March 2023 |
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| Richard Eden | Trustee | 19 January 2023 |
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| Helen Patricia Elliott | Trustee | 30 March 2022 |
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| James Anthony Schofield | Trustee | 30 March 2022 |
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| Sheila Ann Gullick | Trustee | 13 September 2021 |
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Financial history
Financial period end date
| Income / Expenditure | 12/01/2021 | 12/01/2022 | 12/01/2023 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £1.69k | £1.69k | £4.32k | £6.24k | £12.75k | |
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Total expenditure | £1.89k | £1.89k | £5.28k | £1.10k | £11.71k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 05 April 2025 | On Time | |
| Accounts and TAR | 31 December 2024 | Not Required | ||
| Annual return | 31 December 2023 | 01 July 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | Not Required | ||
| Annual return | 12 January 2023 | 02 November 2023 | On Time | |
| Accounts and TAR | 12 January 2023 | Not Required | ||
| Annual return | 12 January 2022 | 21 October 2022 | On Time | |
| Accounts and TAR | 12 January 2022 | Not Required | ||
| Annual return | 12 January 2021 | 18 October 2021 | On Time | |
| Accounts and TAR | 12 January 2021 | Not Required |