OSWESTRY UNIVERSITY OF THE THIRD AGE
Charity number: 1127329
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
We have a main meeting each week usually with an outside speaker on a variety of topics. In addition we have, on average, 36 study groups which cover a wide range of interests including: discussion; mah-jong; French; birdwatching; philosophy; art; walking and gardening.
Income and expenditure
Data for financial year ending 31 October 2024
Total income: £46,120
Total expenditure: £44,857
People
11 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
- Environment/conservation/heritage
Who the charity helps:
- Elderly/old People
- People With Disabilities
- The General Public/mankind
How the charity helps:
- Provides Human Resources
- Provides Services
- Other Charitable Activities
Where the charity operates:
- Powys
- Shropshire
- Wrexham
Governance
Registration history:
- 30 December 2008: Standard registration
Organisation type:
Other
Other names:
- OSWESTRY U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Bullying and harassment policy and procedures
- 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
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media 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
11 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Steven Watts | Chair | 27 February 2024 |
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| Paula Zielinski | Trustee | 23 April 2024 |
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| Marina McGuffie | Trustee | 23 April 2024 |
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| Sherrie-Jane Jackson | Trustee | 23 April 2024 |
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| Alyson Clare Skaife | Trustee | 23 April 2024 |
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| Janet Siddall | Trustee | 27 February 2024 |
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| Frederick Hugh Clare | Trustee | 27 February 2024 |
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| Margaret Elaine Jones | Trustee | 27 February 2024 |
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| Philip Pointon | Trustee | 27 February 2024 |
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| John Quine | Trustee | 12 November 2019 |
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| Colin Henderson | Trustee | 13 November 2018 |
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Financial history
Financial period end date
| Income / Expenditure | 31/10/2020 | 31/10/2021 | 31/10/2022 | 31/10/2023 | 31/10/2024 | ||
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Total gross income | £13.47k | £6.78k | £26.27k | £19.43k | £46.12k | |
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Total expenditure | £12.45k | £6.99k | £24.52k | £17.42k | £44.86k | |
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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 October 2024 | 29 November 2024 | On time | |
| Accounts and TAR | 31 October 2024 | 29 November 2024 | On time | Download Open in new window |
| Annual return | 31 October 2023 | 29 April 2024 | On time | |
| Accounts and TAR | 31 October 2023 | Not required | ||
| Annual return | 31 October 2022 | 19 December 2023 | 110 days late | |
| Accounts and TAR | 31 October 2022 | 19 December 2023 | 110 days late | Download Open in new window |
| Annual return | 31 October 2021 | 16 October 2022 | 46 days late | |
| Accounts and TAR | 31 October 2021 | Not required | ||
| Annual return | 31 October 2020 | 13 January 2021 | On time | |
| Accounts and TAR | 31 October 2020 | Not required |