SOUTH LAKES U3A
Charity Number: 1030281
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Meetings in interest groups Monthly meetings with speaker open to all members
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £41,491
Total expenditure: £41,217
People
7 Trustee(s)
95 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
- Recreation
Who the charity helps:
- Elderly/old People
How the charity helps:
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Cumbria
Governance
Registration history:
- 14 December 1993: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||||
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| Sharon Millar | Trustee | 01 July 2024 |
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| Jeffrey Hickin | Trustee | 10 June 2023 |
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| Mavis Crawford | Trustee | 10 June 2023 |
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| Samantha Ridgway | Trustee | 18 May 2022 |
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| Derek Ridgway | Trustee | 18 May 2022 |
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| Cath Sharpe | Trustee | 18 May 2022 |
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| Anne Urquhart | Trustee | 15 May 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £49.61k | £14.96k | £27.77k | £36.09k | £41.49k | |
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Total expenditure | £45.57k | £12.95k | £29.00k | £38.73k | £41.22k | |
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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 March 2024 | 06 September 2024 | On Time | |
| Accounts and TAR | 31 March 2024 | 06 September 2024 | On Time | Download Open in new window |
| Annual return | 31 March 2023 | 15 April 2024 | 75 days late | |
| Accounts and TAR | 31 March 2023 | 15 April 2024 | 75 days late | Download Open in new window |
| Annual return | 31 March 2022 | 23 June 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | 23 June 2022 | On Time | Download Open in new window |
| Annual return | 31 March 2021 | 15 July 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | Not Required | ||
| Annual return | 31 March 2020 | 19 August 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | 19 August 2020 | On Time | Download Open in new window |