MONMOUTH U3A
Charity Number: 1090124
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Educational Activities
Income and expenditure
Data for financial year ending 30 June 2024
Total income: £8,337
Total expenditure: £7,436
People
10 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- Education/training
- Arts/culture/heritage/science
- Amateur Sport
- Environment/conservation/heritage
Who the charity helps:
- Elderly/old People
How the charity helps:
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Monmouthshire
Governance
Registration history:
- 17 January 2002: 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
- Risk 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
10 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| Professor Averil Mary Macdonald | Chair | 18 October 2022 |
|
|
||||
| Neil Andrew Hines | Trustee | 17 December 2024 |
|
|
||||
| Linda Wright | Trustee | 15 October 2024 |
|
|
||||
| Monica Christina Lofgren | Trustee | 15 October 2024 |
|
|
||||
| Aidan Llewellyn Hodgson | Trustee | 15 October 2024 |
|
|
||||
| Philip Chadwick | Trustee | 25 July 2024 |
|
|
||||
| Joanna Mary Handley | Trustee | 16 July 2024 |
|
|
||||
| David Milledge | Trustee | 18 June 2024 |
|
|
||||
| Frank Andrew Birch | Trustee | 24 April 2023 |
|
|
||||
| Sheila Kathleen Woodward | Trustee | 18 October 2022 |
|
|
||||
Financial history
Financial period end date
| Income / Expenditure | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £19.23k | £6.87k | £5.26k | £6.19k | £8.34k | |
|
|
Total expenditure | £19.42k | £4.64k | £7.54k | £6.93k | £7.44k | |
|
|
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 June 2024 | 05 November 2024 | On Time | |
| Accounts and TAR | 30 June 2024 | Not Required | ||
| Annual return | 30 June 2023 | 23 November 2023 | On Time | |
| Accounts and TAR | 30 June 2023 | Not Required | ||
| Annual return | 30 June 2022 | 12 December 2022 | On Time | |
| Accounts and TAR | 30 June 2022 | Not Required | ||
| Annual return | 30 June 2021 | 15 November 2021 | On Time | |
| Accounts and TAR | 30 June 2021 | Not Required | ||
| Annual return | 30 June 2020 | 15 March 2021 | On Time | |
| Accounts and TAR | 30 June 2020 | Not Required |