FURNESS UNIVERSITY OF THE THIRD AGE (U3A)

Charity number: 1118002
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Operates interest groups for retired people in Furness area of Cumbria

Income and expenditure

Data for financial year ending 31 January 2025

Total income: £51,239
Total expenditure: £50,250

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
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 16 February 2007: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Duncan Platts Trustee 08 October 2024
None on record
Richard Lewis Trustee 10 October 2023
None on record
Jane Christine Butler Trustee 09 May 2023
None on record
Gary Thompson Trustee 11 April 2023
FRIENDS OF LOW FURNESS
Received: 47 days late
Linda Marshall Trustee 08 March 2022
None on record
Anthony Neil McLaughlin Cook Trustee 10 March 2020
None on record
Harry Knowles Trustee 13 November 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/01/2021 31/01/2022 31/01/2023 31/01/2024 31/01/2025
Total gross income £13.47k £10.76k £17.17k £28.40k £51.24k
Total expenditure £15.47k £10.17k £16.54k £28.98k £50.25k
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 January 2025 13 November 2025 On time
Accounts and TAR 31 January 2025 13 November 2025 On time Download Open in new window
Annual return 31 January 2024 16 November 2024 On time
Accounts and TAR 31 January 2024 16 November 2024 On time Download Open in new window
Annual return 31 January 2023 16 November 2023 On time
Accounts and TAR 31 January 2023 Not required
Annual return 31 January 2022 01 November 2022 On time
Accounts and TAR 31 January 2022 Not required
Annual return 31 January 2021 25 November 2021 On time
Accounts and TAR 31 January 2021 Not required
Submit annual return Open in new window

Contact information

Address:
18 Lyndhurst Road
ULVERSTON
LA12 0EG
Phone:
01229 582547
Website:

u3asites.org.uk/furness