SOUTHWELL AND DISTRICT, NOTTINGHAMSHIRE U3A
Charity number: 1132337
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To advance the education of the public and in particular the education of older people no longer in full time gainful employment in Southwell and its surrounding locality.
Income and expenditure
Data for financial year ending 31 March 2025
Total income: £64,944
Total expenditure: £62,541
People
12 Trustee(s)
700 Volunteer(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 Services
- Other Charitable Activities
Where the charity operates:
- Nottinghamshire
Governance
Registration history:
- 26 October 2009: 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
- Investing charity funds policy and procedures
- Investment
- 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
12 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Michael Richard Freemantle | Chair | 05 August 2025 |
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| Sharon Elizabeth Neesam | Trustee | 05 August 2025 |
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| Claire Maxine Wallis | Trustee | 05 August 2025 |
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| Martin Francis Stott | Trustee | 25 February 2025 |
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| Michele Tracy Bennett | Trustee | 28 January 2025 |
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| Francis Sheehan | Trustee | 28 January 2025 |
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| Tony William Mellow | Trustee | 25 April 2023 |
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| Richard Martin Peacock | Trustee | 24 April 2023 |
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| Janette Clarke-Humphries | Trustee | 22 February 2021 |
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| Nadina Berrice Lincoln | Trustee | 20 January 2021 |
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| Annabel Kingsbury | Trustee | 23 October 2020 |
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| Dr Brian William Platts | Trustee | 01 August 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £6.98k | £24.78k | £57.88k | £53.23k | £64.94k | |
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Total expenditure | £15.22k | £22.86k | £47.40k | £46.94k | £62.54k | |
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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 | 31 March 2025 | 19 August 2025 | On time | |
| Accounts and TAR | 31 March 2025 | 19 August 2025 | On time | Download Open in new window |
| Annual return | 31 March 2024 | 17 August 2024 | On time | |
| Accounts and TAR | 31 March 2024 | 17 August 2024 | On time | Download Open in new window |
| Annual return | 31 March 2023 | 14 December 2023 | On time | |
| Accounts and TAR | 31 March 2023 | 14 December 2023 | On time | Download Open in new window |
| Annual return | 31 March 2022 | 29 July 2022 | On time | |
| Accounts and TAR | 31 March 2022 | Not required | ||
| Annual return | 31 March 2021 | 01 September 2021 | On time | |
| Accounts and TAR | 31 March 2021 | Not required |