CARTERTON U3A

Registered charity 1188573 · accounts filings on the Charity Commission register

The purpose of Carterton U3A is the advancement of education for those retired from full time work together with socialisation. This is achieved by having meetings with a speaker invited and groups that meet regularly to discuss and learn shared interests.The charity is located in Carterton Oxfordshire but also serves surrounding areas.

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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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Financial health, per its FY2025 accounts

The accounts state that unrestricted funds stood at £7,819 as of March 31, 2025, following a small reduction of £307.11 from the previous year. The treasurer reports that this financial position does not present any problems for the charity. The organization anticipates a similar reduction in funds for the coming year.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited. Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• Complaints policy and procedures
• Engaging external speakers at charity events policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Martin Dominic McBridechair
• ANN ELSIE GRAY BSc
• DENIS MICHAEL HOLCOMBE WATTS
• David John Owen
• Helen Jean Watts
• Maxine Crossland
• Pamela Rose Howard
• Peter Roger Smith
• Richard Arthur Harold
• Sue Burton
• Terence John Bartell

Trustee list from the Charity Commission register (current, not historical).

Operates in: Oxfordshire

Income and spending

Common questions