FORMBY UNIVERSITY OF THE THIRD AGE
Charity Number: 1161157
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
As an affiliated member of The Third Age Trust, Formby U3A offers its members an extensive range of educational/interest opportunities.
Income and expenditure
Data for financial year ending 31 December 2023
Total income: £20,476
Total expenditure: £20,384
People
9 Trustee(s)
60 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- Elderly/old People
How the charity helps:
- Provides Human Resources
- Provides Buildings/facilities/open Space
Where the charity operates:
- Sefton
Governance
Registration history:
- 02 April 2015: Standard registration
Organisation type:
Other
Other names:
- FORMBY U3A (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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 expenses policy and procedures
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
9 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Christine Hosie | Trustee | 09 March 2024 |
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| Ian Robertson | Trustee | 07 August 2023 |
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| Susan Robertson | Trustee | 07 August 2023 |
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| GRAHAM HIGLEY | Trustee | 09 March 2023 |
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| David Skelton | Trustee | 09 March 2023 |
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| Helen Lewandowska | Trustee | 03 October 2022 |
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| Andrew Dickinson | Trustee | 09 March 2022 |
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| Monica Harrison | Trustee | 17 February 2021 |
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| Evan Bale | Trustee | 01 December 2020 |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Total gross income | £36.85k | £15.74k | £11.77k | £16.71k | £20.48k | |
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Total expenditure | £36.33k | £14.61k | £10.09k | £15.54k | £20.38k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 December 2023 | 11 July 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | Not Required | ||
| Annual return | 31 December 2022 | 18 October 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | Not Required | ||
| Annual return | 31 December 2021 | 29 August 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | Not Required | ||
| Annual return | 31 December 2020 | 13 July 2021 | On Time | |
| Accounts and TAR | 31 December 2020 | Not Required | ||
| Annual return | 31 December 2019 | 26 March 2020 | On Time | |
| Accounts and TAR | 31 December 2019 | 26 March 2020 | On Time | Download Open in new window |