Milford and Godalming u3a — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 21 February 2003
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £21,268
Latest expenditure: £24,437
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 1 Willow Road, GODALMING, Surrey, GU7 3SP

Website recorded by the regulator: https://wp.milford-u3a.org.uk/ (displayed as text)

02 Activities

What the charity does

Education of the public and in particular the middle aged and older people who are not in full-time employment. The provision of facilities for education, leisure and recreational activities for the above.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 1 January 2026
Total Gross Income: £21,268
Total Gross Expenditure: £24,437

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 25 September 2024
Total Gross Income: £20,421
Total Gross Expenditure: £20,930

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 16 October 2023
Total Gross Income: £15,445
Total Gross Expenditure: £18,696

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 6 June 2022
Total Gross Income: £13,204
Total Gross Expenditure: £12,466

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 17 October 2021
Total Gross Income: £12,657
Total Gross Expenditure: £11,781

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 1 January 2026
Total Gross Income: £21,268
Total Gross Expenditure: £24,437
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: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 25 September 2024
Total Gross Income: £20,421
Total Gross Expenditure: £20,930
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: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 16 October 2023
Total Gross Income: £15,445
Total Gross Expenditure: £18,696
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: 60

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 6 June 2022
Total Gross Income: £13,204
Total Gross Expenditure: £12,466
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 65

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 17 October 2021
Total Gross Income: £12,657
Total Gross Expenditure: £11,781
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 30

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: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

07 Official extract

Charity Event History

Charity Name: Milford and Godalming u3a
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-02-21T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 11 MAY 2001AS AMENDED ON 13 MAY 2004AS AMENDED ON 12 MAY 2017 as amended on 10 Nov 2023
Charitable Objects: I) TO ADVANCE EDUCATION AND IN PARTICULAR THE EDUCATION OF PEOPLE NOT IN FULL TIME GAINFUL EMPLOYMENT WHO ARE IN THEIR THIRD AGE (BEING THE TIME AFTER THE FIRST AGE OF CHILDHOOD DEPENDENCE AND THE SECOND AGE OF FULL TIME EMPLOYMENT AND/OR PARENTAL RESPONSIBILITY) RESIDING IN MILFORD AND ITS SURROUNDING LOCALITY.II) THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE.
Area Of Benefit: NOT DEFINED BUT IN PRACTICE MILFORD

09 Official extract

Charity Other Names

Charity Name Id: 452371
Charity Name Type: Previous name
Charity Name: THE MILFORD AND DISTRICT U3A

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Bullying and harassment policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures