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Charity Summary

This is the charity information for: U3A Epsom Incorporated.

Charity Details

Deregistration details

Legal name of the Charity:

U3A Epsom Incorporated

Registration number:

CC37102

NZBN number:

9429042898474

Current Status:

Deregistered

Deregistration Date Requested:

28/02/2023

Deregistration Reason:

The charity is continuing to operate but does not want to be registered any longer

Reason why charity is no longer registered:

Provides no benefit for the group.

Financial information at the time of Deregistration:

Accumulated Assets and Income:

$10,000

Liabilities:

The Charity’s accumulated assets and income have been:

Retained as they are continuing to operate

Below are details of U3A Epsom Incorporated at the date of deregistration:

Legal name of the Charity:

U3A Epsom Incorporated

Registration number:

CC37102

NZBN number:

9429042898474

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

September 30

Registration history

Registration Action	Date effective	Reason
De-registered	28/02/2023	The charity is continuing to operate but does not want to be registered any longer
Registered	30/06/2008

Address for service

Charity's Postal Address:

17 Mount St John Avenue

Epsom

Auckland

1051

Charity's other details

Phone:

021371191

Email:

treasurer.u3aepsom@gmail.com

Areas of Operation:

Auckland

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC37102

Purpose & Structure

Charitable Purpose

University of the 3rd Age (U3A) is a voluntary organisation dedicated to enriching the lives of older people through stimulating activities and programmes. U3A Epsom is a branch of this New Zealand and world-wide organisation. U3A Epsom upholds the intent of all U3A's: life-long learning and social interests in a positive social context.

Note: The main sectors, activities and beneficiaries are bolded.

Activities:

Other (please state)

(Advance Education and Interests of Older People)

Sectors:

Education / training / research

Community development, Arts / culture / heritage, Interests activities of older persons

Beneficiaries:

Older people

Community

Entity Structure

U3A Epsom currently has 188 members. It is run by an elected committee, as are all U3A branches. The committee maintains and on-going and supportive 'build' on good practices of the past and seeks opportunities to action innovation for the benefit of older people.

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 March 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31 March 2010.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
30/09/2021	31/03/2022	3/03/2022	$6,676	$4,990	Included in Annual Return
30/09/2020	31/03/2021	17/12/2020	$5,529	$4,754	Included in Annual Return
30/09/2019	31/03/2020	5/03/2020	$7,065	$6,399	Included in Annual Return
30/09/2018	31/03/2019	27/03/2019	$7,255	$8,446	Included in Annual Return
30/09/2017	31/03/2018	14/11/2017	$6,443	$6,226	Included in Annual Return
30/09/2016	31/03/2017	22/11/2016	$4,906	$6,400	Included in Annual Return
30/09/2015	31/03/2016	30/11/2015	$5,223	$4,187	Included in Annual Return
30/09/2014	31/03/2015	31/08/2015	$4,924	$3,787	Included in Annual Return
30/09/2013	31/03/2014	20/08/2014	$5,680	$6,290	Included in Annual Return
30/09/2012	31/03/2013	22/02/2013	$4,804	$4,860	Included in Annual Return
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Officer Details

Officers

Officer Name	Position	Effective Date
Charmain Mary Strang	Committee member	26/01/2022
Chan Wai Tam	Member	13/11/2019
Joslyn Squire	Group Co-Ordinator	13/11/2019
Kaye Buchanan	President	13/11/2019
Laraine Holdom	Committee member	13/11/2019
Mike Matson	Member	13/11/2019
Jon Morris Moses	Treasurer	14/11/2018
Allan Tasman Watkins	Past President	8/11/2017
Juliet Eden	Member	8/11/2017

Past Officers

Officer Name	Position	Past Since
Catherine Ryan	Member	12/11/2020
Patricia Helen Wheatley	Secretary	12/11/2020
John Michael Locke	Advisory Member	25/02/2020
Helen Garonne Hunter	Member	13/11/2019
Rosemarie Boyle	Member	13/11/2019
Michael Robert Matson	Vice-President	23/01/2019
Kenneth David Trehearne	Treasurer	13/11/2018
Raewyn Gregory	Immediate Past President	21/01/2018
Bryan Boon	Treasurer	8/11/2017
Heather Walker	Speaker Organiser	8/11/2017
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Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.

Date Created	Reference	View Summary (.pdf <1MB)
21/03/2018	NOC015
20/03/2018	NOC014
5/12/2017	NOC013
14/11/2017	NOC012
16/09/2017	NOC010
16/11/2015	NOC007
20/08/2014	NOC006
22/02/2013	AR005
15/02/2012	AR004
10/01/2011	AR003
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Charity Documents

Date Uploaded	Document Type	Reference Name