SHOREHAM & SOUTHWICK U3A

Charity number: 1117982
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance education for people not in full time employment with the study of a variety of topics, organised, led, and where applicable researched by the members. Provide the opportunity to pursue learning for sheer enjoyment. Provide the facilities for leisure time and recreational activities with the object of improving the conditions of life for older people in the interests of social welfare.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £23,479
Total expenditure: £26,426

People

10 Trustee(s)

50 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
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
Where the charity operates:
  • West Sussex

Governance

Registration history:
  • 15 February 2007: 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 policy and procedures
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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
Susan Lawrence Chair 25 November 2022
None on record
Frances Olivier - Kay Trustee 11 March 2025
None on record
Liz Gibbs Trustee 11 February 2025
None on record
Lesley Jane Scarff Trustee 29 November 2024
None on record
Lesley Mason Trustee 29 November 2024
None on record
Joanne Matthews Trustee 17 November 2023
None on record
Karen Hewitt Trustee 25 November 2022
SOUTHWICK (SUSSEX) SOCIETY
Received: On time
ROSS WORKMAN Trustee 25 November 2022
None on record
Sheila Brady Trustee 12 October 2021
None on record
Laura Watson Trustee 10 March 2020
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £25.49k £6.35k £16.12k £19.80k £23.48k
Total expenditure £16.99k £7.77k £18.28k £21.45k £26.43k
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 July 2024 20 January 2025 On Time
Accounts and TAR 31 July 2024 Not Required
Annual return 31 July 2023 10 April 2024 On Time
Accounts and TAR 31 July 2023 Not Required
Annual return 31 July 2022 15 March 2023 On Time
Accounts and TAR 31 July 2022 Not Required
Annual return 31 July 2021 17 January 2022 On Time
Accounts and TAR 31 July 2021 Not Required
Annual return 31 July 2020 17 January 2022 231 days late
Accounts and TAR 31 July 2020 17 January 2022 231 days late Download Open in new window
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 24 NOVEMBER 2006 AS AMENDED ON 29 JUN 2018 AS AMENDED ON 21 SEP 2018 AS AMENDED ON 29 JUN 2018 AS AMENDED BY RESOLUTION DATED 17 NOV 2023

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 SHOREHAM, SOUTHWICK AND SURROUNDING DISTRICT.

Area of benefit

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

SHOREHAM, SOUTHWICK AND ITS SURROUNDING LOCALITY.

Contact information

Address:
16D Ham Road
SHOREHAM-BY-SEA
West Sussex
BN43 6PA
Phone:
07788254573
Email:
No information available
Website:

www.shoreham-southwick.u3asite.uk Open in new window