HEATH U3A - LINCOLN

Charity Number: 1184225
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Monthly Meeting with Guest Speaker on a widely-ranging series of life experience topics. Interest groups meet, on a basis decided by the Group, weekly, fortnightly, monthly, seasonally, occasionally, virtually or on an 'ad hoc' basis and covers Arts, History, Languages, Science & Technology, Sport and Social Activities.

Income and expenditure

Data for financial year ending 31 January 2024

Total income: £4,474
Total expenditure: £4,224

People

11 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Recreation
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Lincolnshire

Governance

Registration history:
  • 03 July 2019: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Risk management
  • Safeguarding vulnerable beneficiaries
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
PAUL SCOTT Trustee 13 March 2023
None on record
Jane McAdoo Trustee 01 December 2021
None on record
Geoffrey Styles Trustee 01 December 2021
None on record
Dorothy Joan Ashford Trustee 09 March 2020
None on record
Peter Gordon St-Leger Sherlock Trustee 09 March 2020
None on record
John Stephen Thorneycroft Trustee 09 March 2020
None on record
Linda Jones Trustee 09 March 2020
None on record
Robert John K Gillespie Trustee 09 March 2020
None on record
Keith William Croft Trustee 09 March 2020
None on record
Adrian David Peill Trustee 09 March 2020
None on record
Eve Freeman Trustee 09 March 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/01/2020 31/01/2021 31/01/2022 31/01/2023 31/01/2024
Total gross income £4.63k £2.00k £2.80k £5.55k £4.47k
Total expenditure £4.88k £2.40k £2.74k £4.89k £4.22k
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 January 2024 02 October 2024 On Time
Accounts and TAR 31 January 2024 Not Required
Annual return 31 January 2023 11 April 2024 133 days late
Accounts and TAR 31 January 2023 Not Required
Annual return 31 January 2022 18 July 2022 On Time
Accounts and TAR 31 January 2022 Not Required
Annual return 31 January 2021 23 November 2021 On Time
Accounts and TAR 31 January 2021 Not Required
Annual return 31 January 2020 20 July 2020 On Time
Accounts and TAR 31 January 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 APR 2018

Charitable objects

THE ADVANCEMENT OF EDUCATION AND, IN PARTICULAR, THE EDUCATION OF OLDER PEOPLE AND THOSE RETIRED FROM FULL-TIME WORK BY ALL MEANS, INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT, IN BRACEBRIDGE HEATH AND ITS SURROUNDING LOCALITY.

Contact information

Address:
5 SYCAMORE DRIVE
WADDINGTON
LINCOLN
LN5 9DR
Phone:
01522723408
Email:
heathu3asecretary@gmail.com
Website:

heathu3a.org.uk