OLTON AND DISTRICT UNIVERSITY OF THE THIRD AGE (U3A)

Charity number: 1177108
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Monthly Core Meetings, usually with a speaker. 31 active interest groups which meet regularly at different venues with a view to enhancing the learning and experiences of our members. Non members may attend a maximum of two meetings before they are required to join the U3A. Annual General Meeting to elect/re-elect trustees, receive presentation on previous years approve accounts.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £30,065
Total expenditure: £26,271

People

5 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
  • Recreation
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Birmingham City
  • Solihull
  • Warwickshire
  • Worcestershire

Governance

Registration history:
  • 12 February 2018: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jonathan Stafford Morris Trustee 30 November 2022
None on record
Valerie Jean Mabel Rapson Trustee 13 September 2022
None on record
JOSEPHINE ROBINSON Trustee 13 September 2022
None on record
Nicholas Earl Beattie Trustee 13 September 2022
None on record
Roy Welsby Trustee 14 September 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £19.90k £7.98k £13.36k £45.84k £30.07k
Total expenditure £18.75k £4.73k £13.74k £45.36k £26.27k
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 06 September 2024 On Time
Accounts and TAR 31 March 2024 06 September 2024 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 25 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 18 November 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 03 November 2020 On Time
Accounts and TAR 31 March 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 09 MAY 2017 AS AMENDED ON 08 MAY 2018 AS AMENDED BY RESOLUTION DATED 08 MAY 2018 as amended on 14 May 2019 as amended on 14 Sep 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 RESIDING IN OLTON AND ITS SURROUNDING LOCALITY.

Contact information

Address:
26 Ulverley Crescent
SOLIHULL
West Midlands
B92 8BJ
Phone:
01217080727
Email:
oltonu3anicb@gmail.com
Website:

https://u3asites.org.uk/olton/home Open in new window