THE PENRITH AND NORTH LAKES U3A

Charity number: 1073281
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing education and short courses for mostly retired or semi retired adults.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £18,473
Total expenditure: £18,784

People

11 Trustee(s)

53 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
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 12 January 1999: Standard registration
Organisation type:
Other
Other names:
  • PENRITH AND NORTH LAKES U3A (Working 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
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Margaret Elizabeth Irving Chair 17 June 2021
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF PENRITH
Received: On time
PENRITH CHARITIES
Received: On time
James Murdock Trustee 20 August 2024
None on record
Ronnie Lyon Trustee 20 June 2024
None on record
Sandra Elizabeth Wright Trustee 06 March 2023
None on record
Alan Beale Trustee 05 November 2019
None on record
Jane Stables Trustee 20 June 2019
None on record
Denise Marie Walker Trustee 20 June 2018
None on record
Lesley Ann Hall Trustee 16 June 2016
None on record
Josie Dunlop Trustee 18 June 2015
None on record
Maggie Neale Trustee 18 June 2015
None on record
Sue Tomlinson Trustee 19 June 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £16.88k £6.98k £13.51k £16.01k £18.47k
Total expenditure £17.65k £7.13k £13.57k £16.04k £18.78k
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 2024 23 September 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 30 November 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 19 October 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 08 August 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 11 December 2020 On Time
Accounts and TAR 31 March 2020 Not Required
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 17/04/1997 AS AMENDED ON 05/05/1999 AS AMENDED ON 15/05/2003 AS AMENDED ON 15/02/2007 AS AMENDED ON 19/06/2014 AS AMENDED ON 16 JUN 2016 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 16 Jun 2022 as amended on 16 Jun 2022 as amended on 20 Jun 2024

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.

PENRITH AND ITS SURROUNDING LOCALITY.

Contact information

Address:
The Hollies
Wordsworth Street
Penrith
Cumbria
CA11 7QZ
Phone:
01768 892690
Email:
pnlu3achair@gmail.com
Website:

www.penrith-n-lakes.u3asite.uk Open in new window