MATLOCK AREA U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 18 May 2015
Removed: Not supplied
Financial period: 1 February 2025 – 31 January 2026
Latest income: £23,654
Latest expenditure: £22,058
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 9 Hall Rise, Darley Dale, MATLOCK, Derbyshire, DE4 2HD

Website recorded by the regulator: matlockareau3a.org.uk (displayed as text)

02 Activities

What the charity does

Currently we have more than 600 members, who may attend one or more of over 40 "interest groups" of varying disciplines ranging from Art Appreciation to Walking. Each interest group is led by a dedicated Coordinator.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 February 2025
Fin Period End Date: 31 January 2026
Ar Cycle Reference: AR26
Reporting Due Date: 30 November 2026
Date Annual Return Received: 3 August 2026
Total Gross Income: £23,654
Total Gross Expenditure: £22,058

Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 November 2025
Date Annual Return Received: 15 July 2025
Total Gross Income: £23,102
Total Gross Expenditure: £23,978

Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 November 2024
Date Annual Return Received: 20 October 2024
Total Gross Income: £16,157
Total Gross Expenditure: £16,848

Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 November 2023
Date Annual Return Received: 14 December 2023
Total Gross Income: £18,562
Total Gross Expenditure: £16,162

Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 November 2022
Date Annual Return Received: 24 February 2023
Total Gross Income: £7,663
Total Gross Expenditure: £10,101

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 February 2025
Fin Period End Date: 31 January 2026
Ar Due Date: 30 November 2026
Ar Received Date: 3 August 2026
Total Gross Income: £23,654
Total Gross Expenditure: £22,058
Grant Making Is Main Activity: No
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: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Due Date: 30 November 2025
Ar Received Date: 15 July 2025
Total Gross Income: £23,102
Total Gross Expenditure: £23,978
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: 45

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Due Date: 30 November 2024
Ar Received Date: 20 October 2024
Total Gross Income: £16,157
Total Gross Expenditure: £16,848
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: 45

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Due Date: 30 November 2023
Ar Received Date: 14 December 2023
Total Gross Income: £18,562
Total Gross Expenditure: £16,162
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: 45

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Derbyshire
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: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

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

07 Official extract

Charity Event History

Charity Name: MATLOCK AREA U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2015-05-18T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 29 OCT 2007AS AMENDED BY RESOLUTION DATED 19 MAR 2018AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 18 Mar 2024
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 IN THE AREA OF BENEFIT.
Area Of Benefit: MATLOCK AND ITS SURROUNDING LOCALITY

09 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures