THE AMBLESIDE AND DISTRICT U3A
Charity Number: 1050193
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Self help activities of a social and educational nature under the umbrella of the parent organisation The Third Age Trust
Income and expenditure
Data for financial year ending 30 June 2024
Total income: £15,549
Total expenditure: £14,425
People
7 Trustee(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
- Arts/culture/heritage/science
- Amateur Sport
- Recreation
Who the charity helps:
- Elderly/old People
How the charity helps:
- Provides Human Resources
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Cumbria
Governance
Registration history:
- 26 October 1995: Standard registration
Organisation type:
Other
Other names:
- AMBLESIDE AND DISTRICT UNIVERSITY OF THE THIRD AGE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Investment
- Risk management
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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| Rachel Isherwood | Chair | 07 February 2020 |
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| Kathleen Cole | Trustee | 11 September 2023 |
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| Frances Jean Green | Trustee | 12 December 2022 |
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| Elspeth Harvey | Trustee | 12 December 2022 |
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| Janet Anne Rudd | Trustee | 07 February 2020 |
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| Michael Huggins | Trustee | 07 February 2020 |
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| Christopher Traynier | Trustee | 09 September 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 30/06/2020 | 30/06/2021 | 30/06/2022 | 30/06/2023 | 30/06/2024 | ||
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Total gross income | £15.22k | £4.52k | £14.63k | £17.83k | £15.55k | |
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Total expenditure | £14.76k | £3.97k | £14.58k | £18.40k | £14.43k | |
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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 | 30 June 2024 | 15 January 2025 | On Time | |
| Accounts and TAR | 30 June 2024 | Not Required | ||
| Annual return | 30 June 2023 | 18 March 2024 | On Time | |
| Accounts and TAR | 30 June 2023 | Not Required | ||
| Annual return | 30 June 2022 | 08 January 2023 | On Time | |
| Accounts and TAR | 30 June 2022 | Not Required | ||
| Annual return | 30 June 2021 | 26 March 2022 | On Time | |
| Accounts and TAR | 30 June 2021 | Not Required | ||
| Annual return | 30 June 2020 | 24 February 2021 | On Time | |
| Accounts and TAR | 30 June 2020 | Not Required |