ELMBRIDGE U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 15 September 1998
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £102,880
Latest expenditure: £90,976
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: THE SANCTUARY, 21 MATHAM ROAD, EAST MOLESEY, KT8 0SX

Website recorded by the regulator: u3asites.org.uk/elmbridge (displayed as text)

02 Activities

What the charity does

Elmbridge U3A provides men and women, no longer in full-time employment with the opportunity to join like-minded people in a variety of interests, educational and recreational, at minimal cost.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 13 April 2026
Date Accounts Received: 13 April 2026
Total Gross Income: £102,880
Total Gross Expenditure: £90,976

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 14 May 2025
Date Accounts Received: 14 May 2025
Total Gross Income: £82,362
Total Gross Expenditure: £77,012

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 24 July 2024
Date Accounts Received: 24 July 2024
Total Gross Income: £79,087
Total Gross Expenditure: £64,887

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 1 June 2023
Date Accounts Received: 1 June 2023
Total Gross Income: £40,029
Total Gross Expenditure: £37,019

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 6 October 2022
Total Gross Income: £24,233
Total Gross Expenditure: £22,585

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 13 April 2026
Total Gross Income: £102,880
Total Gross Expenditure: £90,976
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 14 May 2025
Total Gross Income: £82,362
Total Gross Expenditure: £77,012
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 125

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 24 July 2024
Total Gross Income: £79,087
Total Gross Expenditure: £64,887
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 1 June 2023
Total Gross Income: £40,029
Total Gross Expenditure: £37,019
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 125

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 6 October 2022
Total Gross Income: £24,233
Total Gross Expenditure: £22,585
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 60

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Surrey
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

07 Official extract

Charity Event History

Charity Name: ELMBRIDGE U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1998-09-15T00:00:00

Charity Name: ELMBRIDGE U3A
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2023-12-19T00:00:00
Reason: Does not operate
Assoc Organisation Number: 4001954
Assoc Registered Charity Number: 1098804
Assoc Charity Name: SPELTHORNE U3A

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED ON 26 MARCH 1998, AS AMENDED 21ST MARCH 2003 as amended on 03 Apr 2019 as amended on 01 Apr 2026
Charitable Objects: (1) TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME GAINFUL EMPLOYMENT IN THE BOROUGH OF ELMBRIDGE AND ITS SURROUNDING LOCALITY; (2) THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES FOR THE PUBLIC AND IN PARTICULAR FOR MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME EMPLOYMENT IN THE BOROUGH OF ELMBRIDGE AND ITS LOCALITY IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.
Area Of Benefit: BOROUGH OF ELMBRIDGE AND ITS SURROUNDING LOCALITY

09 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures