AUGHTON & ORMSKIRK UNIVERSITY OF THE THIRD AGE — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 3 August 2004
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £21,552
Latest expenditure: £15,714
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Aughton Village Hall, Winifred Lane, Aughton, ORMSKIRK, Lancashire, L39 5DH

Website recorded by the regulator: aou3a.u3asite.uk (displayed as text)

02 Activities

What the charity does

Aughton - Ormskirk U3A is a dynamic outward looking collective of retired people which provides a framework for a positive creative approach & life after full-time work at a minimal cost. No qualifications are needed and none are given. It is affiliated with over 600 other groups as part of the Third Age Trust UK.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 19 December 2025
Total Gross Income: £21,552
Total Gross Expenditure: £15,714

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 20 November 2024
Date Accounts Received: 20 November 2024
Total Gross Income: £28,199
Total Gross Expenditure: £15,418

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 12 October 2023
Date Accounts Received: 12 October 2023
Total Gross Income: £27,148
Total Gross Expenditure: £17,315

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 9 September 2022
Date Accounts Received: 9 September 2022
Total Gross Income: £28,228
Total Gross Expenditure: £18,552

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 28 September 2021
Total Gross Income: £17,397
Total Gross Expenditure: £12,941

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 19 December 2025
Total Gross Income: £21,552
Total Gross Expenditure: £15,714
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 20 November 2024
Total Gross Income: £28,199
Total Gross Expenditure: £15,418
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 12 October 2023
Total Gross Income: £27,148
Total Gross Expenditure: £17,315
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 9 September 2022
Total Gross Income: £28,228
Total Gross Expenditure: £18,552
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 September 2021
Total Gross Income: £17,397
Total Gross Expenditure: £12,941
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 93

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

07 Official extract

Charity Event History

Charity Name: AUGHTON & ORMSKIRK UNIVERSITY OF THE THIRD AGE
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-08-03T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 04/03/2004AS AMENDED ON 05/11/2015AS AMENDED BY SCHEME DATED 12 JUL 2018AS AMENDED ON 22 NOV 2022 as amended on 29 Jun 2023
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 AUGHTON AND ORMSKIRK AND WEST LANCASHIRE AND ITS SURROUNDING LOCALITY.
Area Of Benefit: AUGHTON, ORMSKIRK AND WEST LANCASHIRE AND ITS SURROUNDING LOCALITY

09 Official extract

Charity Other Names

Charity Name Id: 408561
Charity Name Type: Working name
Charity Name: AUGHTON & ORMSKIRK U3A

10 Official extract

Charity Policy

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Volunteer management

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Complaints handling

Policy Name: Social media policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures