CATERHAM & DISTRICT U3A

Charity number: 1172231
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of 8 talks on a variety of topics per year, outings to places of interest such as National Trust properties, Gardens, seaside resorts and ports, guided London walks such as the Suffragette and Hugenot tours, the Supreme Court, Houses of Parliament, social events such as lunches, quizzes, theatre and cinema trips, an annual holiday, and access to 50 groups offering different subjects.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £18,837
Total expenditure: £15,383

Total income includes £450 from 1 government grant(s)

People

10 Trustee(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
  • Recreation
  • Other Charitable Purposes
Who the charity helps:
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 23 March 2017: 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
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Paul Knight Chair 01 April 2020
None on record
Philip Lawson Trustee 01 July 2024
None on record
Dr Sheila Frost Trustee 01 July 2024
None on record
Corrie Ball Trustee 30 September 2023
None on record
Alan Speed Trustee 30 September 2023
None on record
Rita Dael Trustee 30 September 2023
None on record
Raymond Peter Jessop Trustee 23 November 2020
None on record
Elizabeth Ann Whittaker Trustee 23 November 2020
None on record
Joyce Eileen Jessop Trustee 23 November 2020
None on record
Kenneth Bruce Johnson Trustee 23 November 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £7.90k £6.54k £9.37k £16.44k £18.84k
Total expenditure £7.36k £8.75k £8.40k £12.74k £15.38k
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 £450

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 30 September 2024 08 January 2025 On Time
Accounts and TAR 30 September 2024 Not Required
Annual return 30 September 2023 31 January 2024 On Time
Accounts and TAR 30 September 2023 Not Required
Annual return 30 September 2022 14 February 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 26 January 2022 On Time
Accounts and TAR 30 September 2021 Not Required
Annual return 30 September 2020 26 November 2020 On Time
Accounts and TAR 30 September 2020 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 20 NOV 2014

Charitable objects

A TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULL TIME GAINFUL EMPLOYMENT IN CATERHAM, OXTED, WARLINGHAM, CHALDON, COULSDON, KENLEY, SANDERSTEAD AND ITS SURROUNDING LOCALITY. B THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE.

Contact information

Address:
79 Hamsey Green Gardens
WARLINGHAM
Surrey
CR6 9RT
Phone:
11
Email:
caterhamu3a@gmail.com
Website:

www.u3asites.org.uk/caterham Open in new window