HOLME VALLEY U3A

Registered charity 1171722 · accounts filings on the Charity Commission register

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, residing in the Holme Valley and its surrounding locality.

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.

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 FY2025 accounts

The accounts state that the charity maintained a closing net asset position of £32,072, derived from an opening balance of £29,452 and a surplus for the period. The trustees report that the charity did not make a loss and reserves are held to fund activities spanning financial years, with any surplus used for equipment and general processes.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Discloses 4 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.

• 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
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Trustees · trustee networks

• DAVID NEIL BARNETTchair
• Andrea Goodall
• Deborah Rogerson
• Diane Rosemary Cuthbertson
• Geraint Johnes
• Harry Royston BIGGS · trustee of 1 other charity
• Helen Wilberforce
• Hendrena Elizabeth Souten
• JENNY BAGWORTH
• Janet Potter
• Janet Watson
• Judith Gibbons · trustee of 1 other charity
• Keith Wilberforce
• Peter Robertshaw
• Sally Hedges

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

Operates in: Kirklees

Income and spending

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