SOUTH LAKES U3A

Registered charity 1030281 · accounts filings on the Charity Commission register

Meetings in interest groupsMonthly meetings with speaker open to all members

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: SOUTH LAKES REGION

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Recreation · website · Get email alerts

Financial health, per its FY2026 accounts

The accounts state that the charity maintains a sound financial position with a current account balance of £30,122.22 and reserves of £22,000. The trustees report that these funds are sufficient to cover major expenditures such as group rents and provide stability against economic risks. The filing confirms that the accounts are in a healthy position and will be presented for acceptance at the AGM.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Engaging external speakers at charity events policy and procedures
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Cath Sharpe
• Chris Brooksbank
• David Cooper
• Derek Ridgway · trustee of 4 other charities
• Mark David Aldridge
• Samantha Ridgway
• Susan Belton-Jones · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Common questions