BUCKINGHAM AND DISTRICT U3A

Charity number: 1177534
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Visiting Speakers to address our membership on various educational topics. 60+ self help learning groups covering a wide range of diverse subjects..

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £29,874
Total expenditure: £30,067

People

10 Trustee(s)

68 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:
  • Elderly/old People
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Buckinghamshire

Governance

Registration history:
  • 13 March 2018: CIO registration
  • 06 December 2018: Funds received from 1071631 BUCKINGHAM AND DISTRICT U3A
Organisation type:
CIO
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 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest 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
Heather Haydock Trustee 22 November 2023
COMMUNITY IMPACT BUCKS
Received: On time
Susan Geary Trustee 22 November 2023
None on record
Stephen Michael Meakin Trustee 22 November 2023
None on record
Sheryl Hargreaves Trustee 22 November 2023
None on record
Stephen Andrew Warnes Trustee 22 November 2023
None on record
Mark Owen Trustee 20 April 2022
None on record
Katerina Owen Trustee 20 April 2022
None on record
Arthur Newman Trustee 21 March 2022
None on record
HOWARD JAMES MORDUE Trustee 22 February 2021
THE SWAN COMMUNITY HUB
Received: On time
THE BUCKINGHAM AND GAWCOTT CHARITABLE TRUST
Received: On time
Dorothy Mary Morgan Trustee 26 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 £24.68k £5.59k £24.73k £27.77k £29.87k
Total expenditure £19.46k £10.62k £19.83k £29.96k £30.07k
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 30 September 2024 28 October 2024 On Time
Accounts and TAR 30 September 2024 28 October 2024 On Time Download Open in new window
Annual return 30 September 2023 29 November 2023 On Time
Accounts and TAR 30 September 2023 29 November 2023 On Time Download Open in new window
Annual return 30 September 2022 07 February 2023 On Time
Accounts and TAR 30 September 2022 07 February 2023 On Time Download Open in new window
Annual return 30 September 2021 07 December 2021 On Time
Accounts and TAR 30 September 2021 07 December 2021 On Time Download Open in new window
Annual return 30 September 2020 03 December 2020 On Time
Accounts and TAR 30 September 2020 03 December 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.

CIO - ASSOCIATION Registered 13 Mar 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:
5 Hillesden Way
BUCKINGHAM
MK18 1UE
Phone:
07979902517
Email:
secretary@buckinghamU3A.org.uk
Website:

www.buckinghamu3a.org.uk Open in new window