HALE AND DISTRICT U3A

Charity number: 1159698
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Hale and District U3A operates as an educational self help association, particularly for older and retired people, and advances education and personal development through diverse study groups and associated activities in Hale and its surrounding locality.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £50,345
Total expenditure: £51,443

People

7 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
  • Recreation
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Trafford

Governance

Registration history:
  • 19 December 2014: Standard registration
Organisation type:
Other
Other names:
  • HALE U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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
Hazel Joy Dowell Chair 21 March 2019
None on record
Joyce THORLEY Trustee 01 June 2022
None on record
PAUL LUTON Trustee 01 June 2022
HALE COMMUNITY TRUST
Received: On time
Neil Collins Trustee 03 June 2021
None on record
Dr Hugh Wolfson Trustee 03 June 2021
None on record
Diana Virginia Murray Trustee 03 June 2021
None on record
Eileen Keddie Trustee 03 June 2021
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 £49.25k £13.08k £22.20k £42.55k £50.35k
Total expenditure £51.95k £9.12k £21.12k £39.60k £51.44k
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 30 October 2024 On Time
Accounts and TAR 31 March 2024 30 October 2024 On Time Download Open in new window
Annual return 31 March 2023 23 April 2024 83 days late
Accounts and TAR 31 March 2023 23 April 2024 83 days late Download Open in new window
Annual return 31 March 2022 27 June 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 18 October 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 16 December 2020 On Time
Accounts and TAR 31 March 2020 16 December 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 07 JUN 2012 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 01 Dec 2021 as amended on 02 Feb 2022

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.

Contact information

Address:
61 Woburn Drive
Hale
ALTRINCHAM
Cheshire
WA15 8ND
Phone:
0161 980 5692
Email:
secretary@haleu3a.co.uk
Website:

https://u3asites.org.uk/hale Open in new window