SAWBRIDGEWORTH U3A

Charity Number: 1173937
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £41,646
Total expenditure: £39,718

People

9 Trustee(s)

30 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
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Essex
  • Hertfordshire

Governance

Registration history:
  • 25 July 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
  • 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
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GILL SEWELL Chair 12 May 2017
None on record
Neil Munro Trustee 01 November 2023
None on record
Barrie Lazarus Trustee 01 November 2023
None on record
Alan Goodman Trustee 02 December 2022
None on record
Margaret Giles Trustee 20 May 2022
None on record
Maxine Tilley Trustee 19 March 2021
None on record
Philip Simmons Trustee 19 March 2021
None on record
Derek Piercy Trustee 19 March 2021
None on record
CAROL DIXSON-SMITH Trustee 12 May 2017
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £68.44k £5.91k £51.33k £97.25k £41.65k
Total expenditure £66.06k £3.71k £51.10k £94.07k £39.72k
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 2024 09 October 2024 On Time
Accounts and TAR 31 March 2024 09 October 2024 On Time Download Open in new window
Annual return 31 March 2023 15 January 2024 On Time
Accounts and TAR 31 March 2023 15 January 2024 On Time Download Open in new window
Annual return 31 March 2022 21 June 2022 On Time
Accounts and TAR 31 March 2022 21 June 2022 On Time Download Open in new window
Annual return 31 March 2021 07 December 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 24 November 2020 On Time
Accounts and TAR 31 March 2020 24 November 2020 On Time 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 12 MAY 2017 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 28 May 2021

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:
1 SEYMOUR MEWS
SAWBRIDGEWORTH
CM21 0BD
Phone:
01279724432
Email:
barrie.lazarus@btinternet.com
Website:

https://u3asites.org.uk/sawbridgeworth Open in new window