UNIVERSITY OF THE THIRD AGE LANCASTER AND MORECAMBE

Charity Number: 1014076
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Encourages and facilitates on going education and activity for retired and semi retired individuals.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £67,432
Total expenditure: £60,969

People

12 Trustee(s)

1380 Volunteer(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
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 04 September 1992: Standard registration
Organisation type:
Other
Other names:
  • LANCASTER & MORECAMBE U3A (Working name)
  • UNIVERSITY OF THE THIRD AGE LANCASTER (Previous name)
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
  • Social media policy and procedures
  • Trustee conflicts of interest 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Margaret Hemming Chair 25 January 2022
None on record
Sheila Mary Patricia O'Donnell Trustee 25 February 2025
None on record
Belinda Margaret Nixie Trustee 25 February 2025
None on record
Susan Pearson Trustee 27 February 2024
None on record
Belinda Hinsley Trustee 27 February 2024
None on record
Ruth-Ann Leak Trustee 28 February 2023
None on record
Pauline Horrocks Trustee 28 February 2023
None on record
Jill Susan Grindey Trustee 26 January 2022
None on record
David Downes Trustee 25 January 2022
None on record
Malcolm Hemming Trustee 25 January 2022
None on record
Nigel William Cole Trustee 26 January 2021
None on record
Peter Roy Jenner Trustee 22 January 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £54.20k £32.13k £61.77k £71.80k £67.43k
Total expenditure £55.05k £26.20k £62.02k £73.56k £60.97k
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 August 2024 14 April 2025 On Time
Accounts and TAR 31 August 2024 14 April 2025 On Time Download Open in new window
Annual return 31 August 2023 18 April 2024 On Time
Accounts and TAR 31 August 2023 18 April 2024 On Time Download Open in new window
Annual return 31 August 2022 16 April 2023 On Time
Accounts and TAR 31 August 2022 16 April 2023 On Time Download Open in new window
Annual return 31 August 2021 09 June 2022 On Time
Accounts and TAR 31 August 2021 09 June 2022 On Time Download Open in new window
Annual return 31 August 2020 25 June 2021 On Time
Accounts and TAR 31 August 2020 25 June 2021 On Time Download Open in new window
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 28 JUN 1989 AS AMENDED ON 22 JAN 1992 AS AMENDED ON 22 JUL 1992 AS AMENDED ON 05 JAN 1994 AS AMENDED ON 23 FEB 1999 AS AMENDED ON 26 FEB 2008 AS AMENDED ON 28 NOV 2011 AS AMENDED ON 22 JAN 2013 AS AMENDED ON 27 JAN 2015 AS AMENDED ON 24 JAN 2017 AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED BY RESOLUTION DATED 28 JAN 2020 as amended on 25 Oct 2022

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

LANCASTER AND ITS SURROUNDING LOCALITY

Contact information

Address:
41 Lune Square
Damside Street
Lancaster
LA1 1AH
Phone:
07496532898
Email:
No information available
Website:

https://lancaster-morecambe.u3asite.uk Open in new window