SOUTH WEST HERTS U3A

Charity Number: 1101279
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provides an educational and social facility for those who are retired or semi retired. Runs a monthly 'main' meeting and approximately 60 groups that operate through the month in a wide range of subjects details of which can be sourced on our website. Membership is just over 500. We are affiliated to The Third Age Trust.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £12,458
Total expenditure: £13,091

People

11 Trustee(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
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Hertfordshire

Governance

Registration history:
  • 18 December 2003: 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
  • Investment
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER GLYNN DAWSON Chair 13 June 2022
None on record
Alan Jones Trustee 12 June 2023
None on record
Keith Holman Trustee 13 June 2022
None on record
Yvonne MacLeod Trustee 13 June 2022
None on record
Ceri Llewellyn Trustee 01 June 2021
None on record
Susan Llewellyn Trustee 01 June 2021
None on record
Marion Thorpe Trustee 10 June 2019
None on record
Teresa Evans Trustee 10 June 2019
None on record
ANNE COX Trustee 12 March 2018
None on record
PETER TROTMAN Trustee 07 November 2017
None on record
Barbara Trotman Trustee 12 June 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £13.34k £11.43k £832 £12.92k £12.46k
Total expenditure £15.57k £4.96k £8.30k £12.67k £13.09k
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 March 2024 14 November 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 12 October 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 23 June 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 20 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 13 November 2020 On Time
Accounts and TAR 31 March 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 9 JUNE 2003 AS AMENDED ON 11 JUN 2012 AS AMENDED ON 11 JUN 2018 AS AMENDED BY RESOLUTION DATED 09 SEP 2019 as amended on 21 Jan 2022

Charitable objects

THE ADVANCEMENT OF EDUCATION AND, IN PARTICULAR, THE EDUCATION OF OLDER PEOPLE AND THOSE WHO ARE RETIRED FROM FULL TIME WORK BY ALL MEANS, INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT, IN SOUTH WEST HERTFORDSHIRE AND ITS SURROUNDING LOCALITY.

Area of benefit

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

SOUTH WEST HERTFORDSHIRE

Contact information

Address:
6 Melrose Place
WATFORD
WD17 4LN
Phone:
01923 229763
Email:
secretary@swhertsu3a.org.uk
Website:

www.swhertsu3a.org.uk Open in new window