HALESOWEN U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 20 August 2003
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £12,332
Latest expenditure: £11,247
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 204 Spies Lane, HALESOWEN, West Midlands, B62 9SW

Website recorded by the regulator: https://halesowen.u3asite.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 June 2026
Date Annual Return Received: 31 May 2026
Total Gross Income: £12,332
Total Gross Expenditure: £11,247

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 2 December 2024
Total Gross Income: £10,501
Total Gross Expenditure: £9,844

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 3 November 2023
Total Gross Income: £8,085
Total Gross Expenditure: £6,756

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 23 April 2023
Total Gross Income: £5,800
Total Gross Expenditure: £4,803

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 31 May 2022
Total Gross Income: £72
Total Gross Expenditure: £229

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 September 2024
Fin Period End Date: 31 August 2025
Ar Due Date: 30 June 2026
Ar Received Date: 31 May 2026
Total Gross Income: £12,332
Total Gross Expenditure: £11,247
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 2 December 2024
Total Gross Income: £10,501
Total Gross Expenditure: £9,844
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

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dudley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

06 Official extract

Charity Classification

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

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

07 Official extract

Charity Event History

Charity Name: HALESOWEN U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-08-20T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 30 JUL 2002AS AMENDED ON 30 SEP 2015 as amended on 28 Mar 2018
Charitable Objects: 1. TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULL TIME GAINFUL EMPLOYMENT IN HALESOWEN AND ITS SURROUNDING LOCALITY. 2. 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: HALESOWEN AND ITS SURROUNDING LOCALITY

09 Official extract

Charity Other Names

Charity Name Id: 323750
Charity Name Type: Working name
Charity Name: HALESOWEN UNIVERSITY OF THE THIRD AGE

10 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

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

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures