South Lakes U3A

Registered charity 1030281 Registered since 1993

Operates: Cumbria

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

2.5y median 2.5y

average tenure

longest tenure

trustees past 6 years

2.7y

average years in governance

3 vs 0 portfolio

first-time trustees

company-linked trustees

Sector coverage

Education/training 4Recreation 4Other Charitable Purposes 1

Gaps to watch

No commercial or business experience on the board
Mostly recent joiners - limited long-term continuity

Boards that share trustees

The Lakeland Horticultural Society 1 shared trustee

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Related organisations

The Lakeland Horticultural Society 1 shared trustee
The Countesthorpe U3A Similar size; both Recreation
Broxbourne University of the Third AGE Similar size; both Recreation
The ST James the Less Preservation Trust Similar size; both Recreation
The Barrovian Foundation UK CIO Similar size; both Recreation
Rotunda Amateur Boxing Club Similar size; both Recreation

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	https://south-lakes.u3asite.uk/
Email	sec.slu3a@gmail.com
Phone	07399135993
Address	7 Wakefield Drive, Endmoor, Kendal, Cumbria, LA8 0BF

Finances

£57,530 latest income

Year	Income	Spending
2021	£14,960	£12,953
2022	£27,770	£28,995
2023	£36,090	£38,725
2024	£41,491	£41,217
2025	£57,530	£47,166

What it does

What

Education/trainingRecreation

Who

Elderly/old People

How

Acts As An Umbrella Or Resource Body

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.

Governing document: CONSTITUTION ADOPTED 06/04/1992AS AMENDED ON 02/09/1992AS AMENDED ON 20/04/1993AS AMENDED ON 02/12/1993AS AMENDED ON 08/05/2002AS AMENDED BY SCHEME DATED 25/01/2012AS AMENDED BY SCHEME DATED 12 JUL 2018

Trustees (4)

4trustees

0aged 70+

Cath Sharpe since 2022
Chris Brooksbank since 2025
Samantha Ridgway since 2022
Susan Belton-Jones since 2025

Connected charities (1)

The Lakeland Horticultural Society 1 shared trustee

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