HARBORNE AND EDGBASTON U3A
Charity number: 1101356
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The charity advances the education of the public, in particular people not in paid employment in Harborne and Edgbaston and the surrounding locality by providing opportunities for leisure time, learning and recreational activities.
Income and expenditure
Data for financial year ending 30 September 2024
Total income: £9,694
Total expenditure: £5,307
People
9 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
- Recreation
Who the charity helps:
- Other Defined Groups
How the charity helps:
- Provides Human Resources
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Birmingham City
Governance
Registration history:
- 05 January 2004: 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
- Safeguarding vulnerable beneficiaries
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
9 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Enrico Poletti | Trustee | 12 February 2025 |
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| Jennifer Davis Coley | Trustee | 04 December 2024 |
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| Christina Sally Howard | Trustee | 05 December 2023 |
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| Glenis Poletti | Trustee | 05 December 2023 |
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| Angela Harvatt | Trustee | 05 December 2023 |
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| Margaret Jane Street | Trustee | 07 December 2022 |
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| Susan Hendry | Trustee | 07 December 2022 |
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| Veronica Richards | Trustee | 01 December 2021 |
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| Ian Trotter | Trustee | 29 October 2021 |
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Financial history
Financial period end date
| Income / Expenditure | 30/09/2020 | 30/09/2021 | 30/09/2022 | 30/09/2023 | 30/09/2024 | ||
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Total gross income | £9.19k | £5.63k | £3.76k | £5.83k | £9.69k | |
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Total expenditure | £5.96k | £3.24k | £4.38k | £5.19k | £5.31k | |
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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 | 30 September 2024 | 25 February 2025 | On Time | |
| Accounts and TAR | 30 September 2024 | Not Required | ||
| Annual return | 30 September 2023 | 16 August 2024 | 17 days late | |
| Accounts and TAR | 30 September 2023 | Not Required | ||
| Annual return | 30 September 2022 | 29 June 2023 | On Time | |
| Accounts and TAR | 30 September 2022 | Not Required | ||
| Annual return | 30 September 2021 | 23 May 2022 | On Time | |
| Accounts and TAR | 30 September 2021 | Not Required | ||
| Annual return | 30 September 2020 | 02 September 2021 | 34 days late | |
| Accounts and TAR | 30 September 2020 | Not Required |