WORCESTER AREA GROUP U3A

Charity number: 702588
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The provision of educational, social and recreational activities in and around Worcester for retired people.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £53,890
Total expenditure: £56,811

People

11 Trustee(s)

110 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
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 19 February 1990: Standard registration
Organisation type:
Other
Other names:
  • U3AWAG (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Trustee expenses 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Laurence Wale Chair 17 March 2020
THE THIRD AGE TRUST
Received: On time
Ann Patterson Trustee 25 October 2023
None on record
Janet Wilson Trustee 22 March 2023
None on record
Patricia Davis Trustee 21 July 2022
None on record
Ferne Catherine Langdon Trustee 26 May 2022
None on record
William Stephen Thorneycroft Trustee 23 March 2022
THE ASTLEY AND STOURPORT HEALTH AND WELFARE FUND
Received: On time
Beryl Frances Curtis Trustee 23 March 2022
None on record
Patricia Currie Trustee 17 March 2021
None on record
Claire Virginia Lucas Trustee 17 March 2021
None on record
Jean Robb Trustee 17 March 2021
None on record
Adrian Ditchburn Trustee 25 March 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £58.44k £28.05k £47.26k £63.48k £53.89k
Total expenditure £58.19k £22.57k £48.21k £65.31k £56.81k
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 July 2024 18 April 2025 On Time
Accounts and TAR 31 July 2024 18 April 2025 On Time Download Open in new window
Annual return 31 July 2023 02 April 2024 On Time
Accounts and TAR 31 July 2023 02 April 2024 On Time Download Open in new window
Annual return 31 July 2022 11 April 2023 On Time
Accounts and TAR 31 July 2022 11 April 2023 On Time Download Open in new window
Annual return 31 July 2021 29 March 2022 On Time
Accounts and TAR 31 July 2021 29 March 2022 On Time Download Open in new window
Annual return 31 July 2020 27 March 2021 On Time
Accounts and TAR 31 July 2020 27 March 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 29/11/1989 AS AMENDED ON 11/09/1991 AS AMENDED ON 27/03/2013 AS AMENDED ON 20 MAR 2019 AS AMENDED BY RESOLUTION DATED 21 MAR 2018 AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED ON 30 SEP 2020 AS AMENDED ON 14 MAR 2022 AS AMENDED ON 21 APR 2022

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

WORCESTER AND ITS SURROUNDING LOCALITY.

Contact information

Address:
3 Lion Court
WORCESTER
WR1 1UT
Phone:
07753746092
Email:
chair@worcesteru3a.org
Website:

www.u3asites.org.uk/worcester Open in new window