LEDBURY AND DISTRICT U3A

Charity number: 1104465
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

University of the Third Age

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £17,520
Total expenditure: £15,351

People

10 Trustee(s)

50 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
  • Environment/conservation/heritage
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Herefordshire

Governance

Registration history:
  • 21 June 2004: Standard registration
Organisation type:
Other
Other names:
  • LEDBURY-U3A (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Safeguarding vulnerable beneficiaries
  • 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
Lesley Jane Churchill Trustee 15 January 2025
None on record
Erica Jane Morland Trustee 21 November 2024
None on record
Kelvin Lynch Trustee 17 November 2022
None on record
Alasdair Gibson Trustee 17 November 2022
None on record
Jane Elizabeth Mason Trustee 18 November 2021
None on record
Michael Peter Townsend Trustee 23 October 2020
None on record
FREDERICK JAN LUMB Trustee 27 March 2019
None on record
SALLY HOLLIDAY Trustee 17 March 2013
None on record
ELIZABETH JENNIFER HODGESS HARRISON Trustee 17 March 2013
None on record
ANDREW CASTRO Trustee 21 March 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £9.31k £6.43k £12.23k £16.25k £17.52k
Total expenditure £9.14k £6.22k £12.26k £14.13k £15.35k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £150 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 August 2024 29 January 2025 On Time
Accounts and TAR 31 August 2024 Not Required
Annual return 31 August 2023 29 January 2025 213 days late
Accounts and TAR 31 August 2023 Not Required
Annual return 31 August 2022 30 June 2023 On Time
Accounts and TAR 31 August 2022 Not Required
Annual return 31 August 2021 21 June 2022 On Time
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 19 March 2021 On Time
Accounts and TAR 31 August 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 19 FEBRUARY 2004 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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

LEDBURY

Contact information

Address:
3 The Walled Garden
LEDBURY
Herefordshire
HR8 1PJ
Phone:
01531636301
Email:
No information available
Website:

www.ledbury.u3asite.uk Open in new window