BELPER & DISTRICT U3A

Charity Number: 1168551
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Members form interest groups covering as wide a range of topics and activities as they desire; by the members, for the members. No qualifications are sought or offered. Learning is for its own sake, with enjoyment being the prime motive, not qualifications or awards. There is no distinction between the learners and the teachers; they are all U3A members.

Income and expenditure

Data for financial year ending 31 October 2023

Total income: £38,143
Total expenditure: £38,605

People

11 Trustee(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
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Derbyshire

Governance

Registration history:
  • 02 August 2016: 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
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • 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
  • Volunteer management
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Susan Austwick Trustee 06 December 2024
None on record
Alistair Blackett Trustee 06 December 2024
None on record
John Braley Trustee 06 December 2024
None on record
Barbara Hegarty Trustee 06 December 2024
None on record
Stephen Shackleton Frampton Trustee 08 January 2024
None on record
Bernadette Roberts Trustee 01 December 2023
THE R J WESTON DUFFIELD CHARITY
Received: On time
Janet Ingram Trustee 01 December 2023
None on record
Lesley Elisabeth Courtney Trustee 27 January 2023
READ EASY DERBY & DISTRICT
Received: On time
Laura Jane Romney Trustee 15 April 2022
None on record
Lynn Patricia McLoughlin Trustee 28 February 2022
BUXTON CRESCENT HERITAGE TRUST
Received: On time
BELPER NORTH MILL TRUST
Received: On time
Barbara Kathleen Aslin Trustee 04 January 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £14.97k £7.67k £13.74k £24.58k £38.14k
Total expenditure £13.85k £7.82k £10.95k £23.37k £38.60k
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 October 2023 25 July 2024 On Time
Accounts and TAR 31 October 2023 25 August 2024 On Time Download Open in new window
Annual return 31 October 2022 31 August 2023 On Time
Accounts and TAR 31 October 2022 Not Required
Annual return 31 October 2021 17 February 2022 On Time
Accounts and TAR 31 October 2021 Not Required
Annual return 31 October 2020 20 May 2021 On Time
Accounts and TAR 31 October 2020 Not Required
Annual return 31 October 2019 28 March 2020 On Time
Accounts and TAR 31 October 2019 Not Required
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 09 JAN 2015 AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED ON 07 DEC 2018 as amended on 27 Jan 2023

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.

Contact information

Address:
Lornay
Ryknield Hill
Denby
RIPLEY
Derbyshire
DE5 8NW
Phone:
07849 452924
Email:
treasurer@belperu3a.org.uk
Website:

https://belper.u3asite.uk Open in new window