HOLME VALLEY U3A

Charity number: 1171722
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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, residing in the Holme Valley and its surrounding locality.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £82,351
Total expenditure: £88,595

People

10 Trustee(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
  • Recreation
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Kirklees

Governance

Registration history:
  • 21 February 2017: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAVID NEIL BARNETT Chair 11 May 2018
THE LEAGUE OF FRIENDS OF THE HOLME VALLEY MEMORIAL HOSPITAL
Received: On time
Peter Robertshaw Trustee 25 October 2024
None on record
Andrea Goodall Trustee 01 April 2022
None on record
Helen Wilberforce Trustee 01 April 2022
None on record
Keith Wilberforce Trustee 01 April 2022
None on record
Sally Hedges Trustee 16 October 2020
None on record
Diane Rosemary Cuthbertson Trustee 16 October 2020
None on record
Hendrena Elizabeth Souten Trustee 16 October 2020
None on record
JENNY BAGWORTH Trustee 11 May 2018
None on record
Harry Royston BIGGS Trustee 11 May 2018
THE HALIFAX ORCHESTRAL SOCIETY
Received: On time

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 £7.67k £7.79k £4.87k £9.40k £82.35k
Total expenditure £7.15k £4.44k £5.10k £6.51k £88.60k
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 28 September 2024 On time
Accounts and TAR 31 March 2024 13 December 2024 On time Download Open in new window
Annual return 31 March 2023 21 May 2024 111 days late
Accounts and TAR 31 March 2023 Not required
Annual return 31 March 2022 10 January 2023 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 10 November 2021 On time
Accounts and TAR 31 March 2021 Not required
Annual return 31 March 2020 30 November 2020 On time
Accounts and TAR 31 March 2020 Not required
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 10 APR 2015 AS AMENDED BY SCHEME DATED 12 JUL 2018

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:
13 TOWN END AVENUE
HOLMFIRTH
HD9 1QW
Phone:
01484 683114
Email:
david@dnbarnett.ndo.co.uk
Website:

holmevalley.u3asite.uk