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 28 February 2025
Total income: £19,285
Total expenditure: £20,362
People
9 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
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
9 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Patricia Kyte | Trustee | 15 July 2025 |
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| Mx Michelle Miller | Trustee | 19 April 2025 |
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| Simon Thomson | Trustee | 18 March 2025 |
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| Catherine Wallis | Trustee | 30 January 2025 |
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| Lynda Le-Taylor | Trustee | 16 September 2024 |
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| Julie Young | Trustee | 16 September 2024 |
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| Lilly Sell-Dunkley | Trustee | 18 September 2023 |
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| Patricia Hounsell | Trustee | 18 September 2023 |
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| Peter Walmsley | Trustee | 17 November 2020 |
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Financial history
Financial period end date
| Income / Expenditure | 28/02/2021 | 28/02/2022 | 28/02/2023 | 29/02/2024 | 28/02/2025 | ||
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Total gross income | £4.85k | £10.50k | £14.55k | £20.35k | £19.29k | |
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Total expenditure | £7.00k | £8.25k | £16.56k | £17.79k | £20.36k | |
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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 | 28 February 2025 | 01 October 2025 | On time | |
| Accounts and TAR | 28 February 2025 | Not required | ||
| 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 |