EXETER U3A

Charity number: 1104480
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of education of those retired from full time work by all means including associated activities conducive to learning and personal development in Exeter and surrounding district. Provision of facilities for leisure time and recreational activities with the object of improving the conditions of life for the above persons in the interests of their social welfare.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £17,759
Total expenditure: £19,157

People

10 Trustee(s)

70 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
  • Recreation
Who the charity helps:
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Devon

Governance

Registration history:
  • 22 June 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:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Harriet Rutherford Smith Trustee 03 March 2025
None on record
Mark Steven Hall Trustee 01 July 2024
None on record
Virginia Rosenfeld Trustee 01 June 2024
None on record
Rosemary Jane Hydar Trustee 08 January 2024
None on record
Patricia Anne Barwell Trustee 25 May 2023
None on record
Ann Louise Harper Trustee 25 May 2023
None on record
Ian Donald Murray Trustee 25 May 2023
None on record
Annabel Dominique Nater-Andreae Trustee 25 May 2023
None on record
Mary-Jane Hannah Morgan Trustee 25 May 2023
None on record
Terry Ancell Trustee 04 January 2023
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 £17.76k £9.25k £9.29k £13.77k £17.76k
Total expenditure £16.37k £3.54k £9.25k £16.19k £19.16k
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 06 October 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 14 November 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 27 May 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 03 August 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 24 September 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 8 APRIL 2003 AS AMENDED ON 26 FEB 2015 AS AMENDED ON 22 APR 2021

Charitable objects

(1) THE ADVANCEMENT OF EDUCATION, AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE AND THOSE RETIRED FROM FULL TIME WORK, BY ALL MEANS INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT IN EXETER AND SURROUNDING DISTRICT. (2) THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE.

Area of benefit

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

EXETER

Contact information

Address:
34 Rollestone Crescent
EXETER
EX4 5EB
Phone:
07810755620
Email:
secretary@exeteru3a.org.uk
Website:

https://exeter.u3asite.uk Open in new window