HESWALL U3A

Charity number: 1152217
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance education and in particular the education of people not in full time gainful employment who are in their Third Age (being the period of time after the first age of childhood dependence and the second age of full time employment and/or parental responsibility) residing in Heswall and its surrounding locality.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £56,504
Total expenditure: £53,047

People

14 Trustee(s)

160 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:
  • Other Defined Groups
How the charity helps:
  • Provides Other Finance
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Cheshire West & Chester
  • Wirral

Governance

Registration history:
  • 29 May 2013: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity 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
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting 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

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Jeremy Playfer Chair 27 November 2023
None on record
Robert Fisher Trustee 24 November 2025
None on record
Patricia Ann Ashcroft Trustee 24 November 2025
None on record
Pamela Profit Trustee 24 November 2025
None on record
Duncan Rowley Trustee 22 July 2024
None on record
Enid Grant Trustee 27 November 2023
None on record
Philip Simon Cooper Trustee 28 November 2022
None on record
Douglas Maddock Trustee 22 November 2021
None on record
Lesley Dibben Trustee 02 November 2020
None on record
Raymond John Allan Trustee 09 December 2019
None on record
Neil Jones Trustee 25 June 2018
None on record
Alison Adlard Trustee 24 April 2017
None on record
Bill Ashburner Trustee 12 January 2016
None on record
Beryl Ashburner Trustee 29 April 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £6.68k £19.66k £39.19k £46.76k £56.50k
Total expenditure £8.29k £21.58k £38.05k £47.03k £53.05k
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 2025 08 December 2025 On time
Accounts and TAR 31 March 2025 08 December 2025 On time Download Open in new window
Annual return 31 March 2024 20 August 2024 On time
Accounts and TAR 31 March 2024 20 August 2024 On time Download Open in new window
Annual return 31 March 2023 29 November 2023 On time
Accounts and TAR 31 March 2023 29 November 2023 On time Download Open in new window
Annual return 31 March 2022 03 December 2022 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 01 December 2021 On time
Accounts and TAR 31 March 2021 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 12 NOV 2012 AS AMENDED BY SCHEME DATED 12 JUL 2018

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.

Contact information

Address:
HeswallU3A
HESWALL COMMUNITY HALL
Telegraph Road
Heswall
Wirral
CH60 0AF
Phone:
01514586064
Email:
heswallu3a.bussec@icloud.com
Website:

www.heswallu3a.org.uk Open in new window