CHORLEY AND DISTRICT LOCAL U3A
Charity Number: 1033065
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
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.
Income and expenditure
Data for financial year ending 31 December 2023
Total income: £14,640
Total expenditure: £14,202
People
8 Trustee(s)
20 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:
- General Charitable Purposes
- Education/training
- Arts/culture/heritage/science
- Amateur Sport
Who the charity helps:
- Elderly/old People
- Other Charities Or Voluntary Bodies
- The General Public/mankind
How the charity helps:
- Provides Human Resources
- Provides Buildings/facilities/open Space
- Provides Services
Where the charity operates:
- Lancashire
Governance
Registration history:
- 11 February 1994: 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
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Safeguarding 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 | ||||
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| Lynne Love | Chair | 20 September 2021 |
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| Melvyn Wolff | Trustee | 25 March 2024 |
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| Gideon Thomas | Trustee | 25 March 2024 |
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| Albert Polita | Trustee | 25 March 2024 |
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| Marian Crossley | Trustee | 10 July 2023 |
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| Lesley Johnson | Trustee | 06 June 2023 |
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| Anne Barton | Trustee | 13 June 2022 |
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| DEBORAH JOHNSON | Trustee | 25 February 2019 |
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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 | £13.10k | £13.10k | £1.79k | £9.37k | £14.64k | |
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Total expenditure | £13.40k | £13.40k | £4.43k | £9.24k | £14.20k | |
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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 | 19 September 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | Not Required | ||
| Annual return | 31 December 2022 | 05 July 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | Not Required | ||
| Annual return | 31 December 2021 | 04 October 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | Not Required | ||
| Annual return | 31 December 2020 | 20 October 2021 | On Time | |
| Accounts and TAR | 31 December 2020 | Not Required | ||
| Annual return | 31 December 2019 | 23 September 2020 | On Time | |
| Accounts and TAR | 31 December 2019 | Not Required |