WAKEFIELD AND DISTRICT U 3 A

Charity number: 1002486
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Wakefield and District U3A is a charity run by local people for local people with the object of giving enjoyment, the opportunity to learn, the company of others, meeting friends and making new ones. The aim is to keep body and mind active.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £20,243
Total expenditure: £18,411

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
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
Where the charity operates:
  • City Of Wakefield

Governance

Registration history:
  • 10 April 1991: Standard registration
Organisation type:
Other
Other names:
  • WAKEFIELD AND DISTRICT U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Serious incident reporting policy and procedures
  • Social media 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Thomas Michael Bywater Trustee 12 September 2025
None on record
Robert John Fowell Trustee 12 September 2025
None on record
Katherine Susan Genn Trustee 12 September 2025
None on record
Jane Bradley Trustee 14 March 2025
None on record
Paul Anthony Scott Trustee 31 May 2024
None on record
Barbara Morris Trustee 26 May 2023
None on record
Val Carter Trustee 20 May 2022
None on record
Michael Manders Trustee 21 November 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2021 31/08/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £6.11k £9.53k £9.53k £15.64k £20.24k
Total expenditure £6.14k £7.73k £7.73k £15.01k £18.41k
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 March 2025 11 July 2025 On time
Accounts and TAR 31 March 2025 Not required
Annual return 31 March 2024 19 September 2024 On time
Accounts and TAR 31 March 2024 Not required
Annual return 31 March 2023 16 May 2024 106 days late
Accounts and TAR 31 March 2023 Not required
Annual return 31 August 2022 19 April 2023 On time
Accounts and TAR 31 August 2022 Not required
Annual return 31 August 2021 25 May 2022 On time
Accounts and TAR 31 August 2021 Not required
Submit annual return Open in new window

Contact information

Address:
3 Clifton Road
Horbury
WAKEFIELD
West Yorkshire
WF4 6JQ
Phone:
01924258234