CARTERTON U3A

Charity Number: 1188573
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The purpose of Carterton U3A is the advancement of education for those retired from full time work together with socialisation. This is achieved by having meetings with a speaker invited and groups that meet regularly to discuss and learn shared interests. The charity is located in Carterton Oxfordshire but also serves surrounding areas.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £33,321
Total expenditure: £31,360

People

12 Trustee(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:
  • Other Charitable Purposes
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 16 March 2020: Standard registration
Organisation type:
Other
Other names:
  • CARTERTON U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Maxine Crossland Chair 26 April 2022
None on record
Sue Burton Trustee 22 April 2025
None on record
Richard Arthur Harold Trustee 22 April 2025
None on record
Peter Roger Smith Trustee 23 April 2024
None on record
Terence John Bartell Trustee 19 May 2023
None on record
Ian Wright Trustee 19 May 2023
None on record
BRIAN CROSSLAND DL Trustee 25 April 2023
None on record
Muriel Cruickshank Trustee 26 April 2022
None on record
Martin Dominic McBride Trustee 26 April 2022
None on record
Eric Cruickshank Trustee 26 April 2022
None on record
ANN ELSIE GRAY BSc Trustee 23 April 2019
None on record
Pamela Rose Howard Trustee 25 April 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.59k £16.35k £19.90k £33.32k
Total expenditure £8.04k £15.24k £21.24k £31.36k
Income from government contracts N/A N/A N/A N/A
Income from government grants 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 26 July 2024 On Time
Accounts and TAR 31 March 2024 26 July 2024 On Time Download Open in new window
Annual return 31 March 2023 31 October 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 11 July 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 01 July 2021 On Time
Accounts and TAR 31 March 2021 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 28 APR 2009 AS AMENDED ON 24 APR 2018 as amended on 27 Apr 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:
111 Burford Road
CARTERTON
Oxfordshire
OX18 1AJ
Phone:
01993212654
Email:
treasurer@carterton-u3a.org.uk
Website:

www.carterton-u3a.org.uk Open in new window