SHEFFIELD U3A

Charity number: 703147
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Self help group providing social, educational, recreational and sporting activities for members.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £114,650
Total expenditure: £107,673

People

9 Trustee(s)

210 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
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Sheffield City

Governance

Registration history:
  • 20 July 1990: Standard registration
Organisation type:
Other
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 handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David James Longson Trustee 10 July 2024
None on record
Jocelynne Beadle-Bell Trustee 11 July 2023
None on record
Shirley Anne Taylor Trustee 12 July 2022
None on record
Arthur Brian James Barrett Trustee 03 March 2022
JOINED UP HERITAGE SHEFFIELD
Received: On time
Clare Chiba Trustee 13 July 2021
None on record
Jonathan Powell-Wiffen Trustee 13 July 2021
None on record
John Terence Leslie Baker Trustee 13 July 2021
None on record
MAUREEN CAVE Trustee 15 July 2020
ESCAFELD CHORALE
Received: On time
Elaine Burtoft Trustee 15 July 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £33.42k £39.78k £34.88k £104.00k £114.65k
Total expenditure £45.93k £31.15k £26.07k £105.90k £107.67k
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 December 2023 09 August 2024 On Time
Accounts and TAR 31 December 2023 09 August 2024 On Time Download Open in new window
Annual return 31 December 2022 26 July 2023 On Time
Accounts and TAR 31 December 2022 26 July 2023 On Time Download Open in new window
Annual return 31 December 2021 19 July 2022 On Time
Accounts and TAR 31 December 2021 19 July 2022 On Time Download Open in new window
Annual return 31 December 2020 28 July 2021 On Time
Accounts and TAR 31 December 2020 28 July 2021 On Time Download Open in new window
Annual return 31 December 2019 28 August 2020 On Time
Accounts and TAR 31 December 2019 28 August 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.

CONSTITUTION ADOPTED 23 JANUARY 1987 AS AMENDED 24 JANUARY 1996 AND 5 MARCH 1997 AND 11TH OF APRIL 2003 AS AMENDED ON 18 MAY 2016 AS AMENDED ON 09 JUL 2019 as amended on 30 Mar 2020

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, in Sheffield and its surrounding locality

Area of benefit

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

SHEFFIELD AND ITS SURROUNDING LOCALITY

Contact information

Address:
27 Burlington Grove
SHEFFIELD
S17 3PH
Phone:
07847 383636
Email:
treasurer@su3a.org.uk
Website:

www.su3a.org.uk Open in new window