WHITWICK AND DISTRICT U3A

Charity Number: 1181238
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Objectives of U3A are 1. to advance the education of the public, in particular the education of older people no longer in full time gainful employment in Whitwick and District and its surrounding locality. 2.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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £27,617
Total expenditure: £25,913

People

11 Trustee(s)

40 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
  • Other Charitable Activities
Where the charity operates:
  • Leicestershire

Governance

Registration history:
  • 18 December 2018: Standard registration
Organisation type:
Other
Other names:
  • WAD U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Heather Louise Charlotte James Trustee 17 May 2024
None on record
Susan Park Trustee 17 May 2024
None on record
Nancy Susan Daugherty Trustee 17 May 2024
None on record
Keith Collins Trustee 17 May 2024
None on record
PETER EALING JOHNSON Trustee 12 January 2024
None on record
Frances Katherine Johnson Trustee 14 December 2023
None on record
Carol Collier Trustee 10 June 2022
None on record
Sheila Fletcher Trustee 20 May 2022
None on record
Derek John Read Trustee 21 May 2021
None on record
Melanie Ann Gwinnutt Trustee 21 May 2021
None on record
ROGER MCDERMOTT Trustee 16 October 2020
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 £32.11k £7.18k £6.20k £25.53k £27.62k
Total expenditure £34.19k £5.89k £13.68k £23.81k £25.91k
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 10 December 2024 On Time
Accounts and TAR 31 March 2024 10 December 2024 On Time Download Open in new window
Annual return 31 March 2023 29 January 2024 On Time
Accounts and TAR 31 March 2023 29 January 2024 On Time Download Open in new window
Annual return 31 March 2022 17 January 2023 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 13 August 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 11 January 2021 On Time
Accounts and TAR 31 March 2020 11 January 2021 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 16 NOV 2018

Charitable objects

I. TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULL TIME GAINFUL EMPLOYMENT IN WHITWICK & DISTRICT AND ITS SURROUNDING LOCALITY. II. 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:
66 GREENHILL ROAD
COALVILLE
LE67 4RH
Phone:
07963826561
Email:
chair@whitwicku3a.org.uk
Website:

www.whitwicku3a.org.uk Open in new window