YEOVIL U3A
Charity number: 1108158
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Providing a variety of appropriate mental and physical activities on a self-help basis for middle-aged and other people who are not in full-time gainful employment in Yeovil and its surrounding locality.
Income and expenditure
Data for financial year ending 01 April 2024
Total income: £41,776
Total expenditure: £45,132
People
12 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
- Recreation
Who the charity helps:
- Elderly/old People
How the charity helps:
- Provides Human Resources
Where the charity operates:
- Somerset
Governance
Registration history:
- 17 February 2005: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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
12 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Rosemary Smith | Trustee | 05 May 2023 |
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| Muriel Scott | Trustee | 05 May 2023 |
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| Michael Newport | Trustee | 05 May 2023 |
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| Christine Baker | Trustee | 01 August 2022 |
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| Stuart Jordan | Trustee | 01 June 2022 |
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| Anne Forster | Trustee | 01 June 2022 |
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| Dave Riste | Trustee | 01 June 2022 |
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| Maggi Davey | Trustee | 01 April 2021 |
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| Hilary Sains | Trustee | 01 April 2021 |
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| Tom Stokes | Trustee | 01 May 2020 |
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| Angela Stockford | Trustee | 01 April 2020 |
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| Paula Christie | Trustee | 01 April 2020 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 01/04/2023 | 01/04/2024 | ||
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Total gross income | £25.17k | £5.82k | £13.02k | £35.09k | £41.78k | |
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Total expenditure | £25.00k | £4.01k | £11.42k | £34.04k | £45.13k | |
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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 | 01 April 2024 | 28 January 2025 | On Time | |
| Accounts and TAR | 01 April 2024 | 28 January 2025 | On Time | |
| Annual return | 01 April 2023 | 22 January 2024 | On Time | |
| Accounts and TAR | 01 April 2023 | 22 January 2024 | On Time | |
| Annual return | 31 March 2022 | 19 January 2023 | On Time | |
| Accounts and TAR | 31 March 2022 | Not Required | ||
| Annual return | 31 March 2021 | 16 March 2022 | 44 days late | |
| Accounts and TAR | 31 March 2021 | Not Required | ||
| Annual return | 31 March 2020 | 04 January 2021 | On Time | |
| Accounts and TAR |
31 March 2020
(These accounts |
04 January 2021 | On Time |