HOLMES CHAPEL & DISTRICT UNIVERSITY OF THE THIRD AGE

Charity number: 1148879
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

a.) To advance the education of the public and in particular the education of older people no longer in full time gainful employment in Holmes Chapel and its surrounding locality. b.) The provision of facilities for leisure time and recreational activities with the object of improving the conditions of life for the above persons in the interests of their social welfare.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £69,900
Total expenditure: £64,457

People

10 Trustee(s)

70 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
  • The Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Cheshire East

Governance

Registration history:
  • 07 September 2012: Standard registration
Organisation type:
Other
Other names:
  • HOLMES CHAPEL & DISTRICT U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ruth Cassanadra McNeil Chair 01 January 2024
None on record
Catherine Mary Struselis Trustee 08 June 2023
None on record
Anne Kathryn Thomas Trustee 08 June 2023
None on record
Winifred Anne Smith Trustee 08 June 2023
None on record
Martin Elliott Trustee 08 June 2023
None on record
Carole Elliott Trustee 09 June 2022
None on record
Laurie L Yates Trustee 15 June 2021
None on record
Marianne J Tomkinson Trustee 15 June 2021
None on record
David Edward Savage Trustee 15 June 2021
None on record
Jennifer Elaine Perrin Trustee 15 June 2020
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 £50.63k £6.06k £21.66k £68.07k £69.90k
Total expenditure £49.47k £7.72k £23.35k £63.45k £64.46k
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 04 December 2024 On Time
Accounts and TAR 31 March 2024 04 December 2024 On Time Download Open in new window
Annual return 31 March 2023 27 January 2024 On Time
Accounts and TAR 31 March 2023 27 January 2024 On Time Download Open in new window
Annual return 31 March 2022 28 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 02 October 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 30 September 2020 On Time
Accounts and TAR 31 March 2020 30 September 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 01 OCT 2010 AS AMENDED ON 12 MAY 2016 AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED ON 15 JUN 2021 as amended on 13 Jun 2024

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 HOLMES CHAPEL AND ITS SURROUNDING LOCALITY.

Contact information

Address:
Holmes Chapel Scout HQ
Parkway
Holmes Chapel
CREWE
CW4 7BA
Phone:
01477535499
Email:
sec@holmeschapelU3A.org.uk
Website:

www.holmeschapelu3a.org.uk Open in new window