UPHOLLAND AND DISTRICT U3A

Charity Number: 1119682
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of educational, social, and recreational activities through the voluntary efforts of U3A members

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £64,145
Total expenditure: £61,639

People

12 Trustee(s)

137 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:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
  • Recreation
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 15 June 2007: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Julian Finch Chair 21 June 2022
None on record
Cathrine Jane Taylor Trustee 24 September 2024
None on record
Michael Crickett Trustee 18 June 2024
None on record
Kathleen Elizabeth Higgins Trustee 18 June 2024
None on record
Valerie Garner Trustee 18 June 2024
The Parochial Church Council of the Ecclesiastical Parish of Up Holland and Dalton
Received: On time
Pauline Occleshaw Trustee 20 June 2023
None on record
Stella Esther Connor Trustee 20 June 2023
None on record
Hazel Pemberton Trustee 16 September 2021
None on record
Kevin Griffin Trustee 15 May 2018
None on record
Vivienne Ann Newman Trustee 10 May 2017
ART IN ADLINGTON
Received: On time
Alan Hough Trustee 10 May 2017
NORTH WEST REGION OF U3AS
Received: On time
Elizabeth Turton Trustee 17 May 2016
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £77.35k £9.44k £36.26k £62.11k £64.15k
Total expenditure £77.72k £13.86k £34.22k £63.09k £61.64k
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 September 2024 On Time
Accounts and TAR 31 March 2024 20 September 2024 On Time Download Open in new window
Annual return 31 March 2023 03 November 2023 On Time
Accounts and TAR 31 March 2023 03 November 2023 On Time Download Open in new window
Annual return 31 March 2022 08 August 2022 On Time
Accounts and TAR 31 March 2022 08 August 2022 On Time Download Open in new window
Annual return 31 March 2021 22 October 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 10 August 2020 On Time
Accounts and TAR 31 March 2020 10 August 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 30/11/2004 AS AMENDED ON 19/04/2009 AS AMENDED ON 19/05/2015 AS AMENDED ON 17 JUL 2019 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 31 Mar 2020 as amended on 31 Jul 2020 as amended on 14 Apr 2021 as amended on 16 Apr 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.

UP HOLLAND AND ITS SURROUNDING LOCALITY.

Contact information

Address:
10 CORONATION WALK
BILLINGE
WIGAN
WN5 7QE
Phone:
07732 455985
Email:
bethturton@yahoo.co.uk
Website:

www.uphollandu3a.org Open in new window