AUGHTON & ORMSKIRK UNIVERSITY OF THE THIRD AGE

Charity number: 1105255
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Aughton - Ormskirk U3A is a dynamic outward looking collective of retired people which provides a framework for a positive creative approach & life after full-time work at a minimal cost. No qualifications are needed and none are given. It is affiliated with over 600 other groups as part of the Third Age Trust UK.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £28,199
Total expenditure: £15,418

People

12 Trustee(s)

100 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
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 03 August 2004: Standard registration
Organisation type:
Other
Other names:
  • AUGHTON & ORMSKIRK U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Volunteer 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Pamela Margaret Ball Chair 13 June 2024
None on record
Dr Mia Faza Trustee 13 June 2024
None on record
Deirdre Watson Slater Trustee 13 June 2024
None on record
Kathy Rutherford Trustee 13 June 2024
None on record
Paul Wade Andrews Trustee 21 July 2022
None on record
Leslie David Rippon Trustee 21 July 2022
None on record
Michael Peter Rimmer Trustee 21 July 2022
None on record
DAVID BLANCHFLOWER Trustee 21 July 2022
THE R M CURRIE MEMORIAL FUND
Received: On time
JOHN RAY TOMLINSON Trustee 21 July 2022
AUGHTON VILLAGE HALL
Received: On time
Sheila Kierans Trustee 21 July 2022
AUGHTON VILLAGE HALL
Received: On time
Elizabeth Anne Dixon Trustee 21 July 2022
None on record
Derrick Brian Fewings Trustee 23 May 2019
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 £146.63k £17.40k £28.23k £27.15k £28.20k
Total expenditure £174.46k £12.94k £18.55k £17.32k £15.42k
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 20 November 2024 On Time
Accounts and TAR 31 March 2024 20 November 2024 On Time Download Open in new window
Annual return 31 March 2023 12 October 2023 On Time
Accounts and TAR 31 March 2023 12 October 2023 On Time Download Open in new window
Annual return 31 March 2022 09 September 2022 On Time
Accounts and TAR 31 March 2022 09 September 2022 On Time Download Open in new window
Annual return 31 March 2021 28 September 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 02 October 2020 On Time
Accounts and TAR 31 March 2020 02 October 2020 On Time Download Open in new window
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 04/03/2004 AS AMENDED ON 05/11/2015 AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED ON 22 NOV 2022

Charitable objects

THE CHARITY'S OBJECT ('THE OBJECT') IS THE ADVANCEMENT OF EDUCATION, AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE AND THOSE RETIRED FROM FULL TIME WORK, BY ALL MEANS INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT IN AUGHTON AND ORMSKIRK AND WEST LANCASHIRE AND ITS SURROUNDING LOCALITY.

Area of benefit

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

AUGHTON, ORMSKIRK AND WEST LANCASHIRE AND ITS SURROUNDING LOCALITY

Contact information

Address:
Aughton and Ormskirk U3a
Summer Cottage
1b Summerwood Lane
Halsall, Ormskirk
West Lancashire
L39 8RG
Phone:
01695578207
Email:
secretary@aou3a.uk
Website:

aou3a.u3asite.uk