HOLMES CHAPEL & DISTRICT UNIVERSITY OF THE THIRD AGE — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 7 September 2012
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £100,770
Latest expenditure: £91,658
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Holmes Chapel Scout HQ, Parkway, Holmes Chapel, CREWE, CW4 7BA

Website recorded by the regulator: www.holmeschapelu3a.org.uk (displayed as text)

02 Activities

What the charity does

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.

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: 8 January 2026
Date Accounts Received: 8 January 2026
Total Gross Income: £100,770
Total Gross Expenditure: £91,658

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: 4 December 2024
Date Accounts Received: 4 December 2024
Total Gross Income: £69,900
Total Gross Expenditure: £64,457

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: 27 January 2024
Date Accounts Received: 27 January 2024
Total Gross Income: £68,071
Total Gross Expenditure: £63,454

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: 28 November 2022
Total Gross Income: £21,663
Total Gross Expenditure: £23,348

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: 2 October 2021
Total Gross Income: £6,064
Total Gross Expenditure: £7,716

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: 8 January 2026
Total Gross Income: £100,770
Total Gross Expenditure: £91,658
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: 4 December 2024
Total Gross Income: £69,900
Total Gross Expenditure: £64,457
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: 70

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: 27 January 2024
Total Gross Income: £68,071
Total Gross Expenditure: £63,454
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: 35

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: 28 November 2022
Total Gross Income: £21,663
Total Gross Expenditure: £23,348
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: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cheshire East
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

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

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

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

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

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

07 Official extract

Charity Event History

Charity Name: HOLMES CHAPEL & DISTRICT UNIVERSITY OF THE THIRD AGE
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-09-07T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 01 OCT 2010AS AMENDED ON 12 MAY 2016AS AMENDED BY SCHEME DATED 12 JUL 2018AS 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.

09 Official extract

Charity Other Names

Charity Name Id: 525267
Charity Name Type: Working name
Charity Name: HOLMES CHAPEL & DISTRICT U3A

10 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

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

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures