CHARD, ILMINSTER AND DISTRICT U3A

Charity Number: 1096163
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of a range of educational, practical and social activities for people no longer in full-time employment living in the Chard/Ilminster area of Somerset

Income and expenditure

Data for financial year ending 29 February 2024

Total income: £20,353
Total expenditure: £17,787

People

10 Trustee(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
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 24 February 2003: Standard registration
Organisation type:
Other
Other names:
  • CHARD U3A (Working name)
  • THE CHARD UNIVERSITY OF THE THIRD AGE (Previous name)
  • THE CHARD, ILMINSTER & DISTRICT UNIVERSITY OF THE THIRD AGE. (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • 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
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mx Michelle Miller Trustee 19 April 2025
None on record
Simon Thomson Trustee 18 March 2025
None on record
Catherine Wallis Trustee 30 January 2025
None on record
Lynda Le-Taylor Trustee 16 September 2024
None on record
Julie Young Trustee 16 September 2024
None on record
Lilly Sell-Dunkley Trustee 18 September 2023
None on record
Patricia Hounsell Trustee 18 September 2023
None on record
Brenda Lake Trustee 15 August 2022
None on record
Peter Walmsley Trustee 17 November 2020
None on record
James Lobley Trustee 10 June 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 29/02/2020 28/02/2021 28/02/2022 28/02/2023 29/02/2024
Total gross income £16.70k £4.85k £10.50k £14.55k £20.35k
Total expenditure £16.49k £7.00k £8.25k £16.56k £17.79k
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 29 February 2024 23 October 2024 On Time
Accounts and TAR 29 February 2024 Not Required
Annual return 28 February 2023 29 December 2023 1 days late
Accounts and TAR 28 February 2023 Not Required
Annual return 28 February 2022 15 July 2022 On Time
Accounts and TAR 28 February 2022 Not Required
Annual return 28 February 2021 23 August 2021 On Time
Accounts and TAR 28 February 2021 Not Required
Annual return 29 February 2020 16 June 2020 On Time
Accounts and TAR 29 February 2020 Not Required
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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 18 FEBRUARY 2002,AS AMENDED 19TH JULY 2004 AS AMENDED ON 16/03/2015 AS AMENDED ON 05 APR 2016 AS AMENDED ON 17 NOV 2020 AS AMENDED BY RESOLUTION DATED 25 JAN 2024

Charitable objects

TO ADVANCE EDUCATION AND IN PARTICULAR THE EDUCATION OF PEOPLE NOT IN FULL TIME GAINFUL EMPLOYMENT WHO ARE IN THEIR THIRD AGE (BEING THE PERIOD OF TIME AFTER THE FIRST AGE OF CHILDHOOD DEPENDENCE AND THE SECOND AGE OF FULL TIME EMPLOYMENT AND/OR PARENTAL RESPONSIBILITY) RESIDING IN CHARD AND ILMINSTER AND THE SURROUNDING AREA.

Area of benefit

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

CHARD AND ITS SURROUNDINGS.

Contact information

Address:
4 Athelstan Close
AXMINSTER
Devon
EX13 5RF
Phone:
07837 233177
Email:
cidu3abussec@gmail.com
Website:

https://chardilminster.u3asite.uk/ Open in new window