BRIDPORT AND DISTRICT U3A

Charity number: 1165000
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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 Bridport and its surrounding locality.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £13,016
Total expenditure: £10,551

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 30 December 2015: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Alastair Hamish Forbes Chair 25 April 2023
None on record
Carole Irving Trustee 03 February 2025
None on record
John Jesse Tassell Trustee 03 February 2025
BRIDPORT MUSICAL THEATRE COMPANY
Received: On time
Karen Herbert Trustee 23 April 2024
None on record
Marilyn Stevens Trustee 04 September 2023
None on record
Dr Alison Maria Forbes Trustee 25 April 2023
None on record
ALISON JANE WILLIAMS Trustee 13 March 2022
None on record
VALERIE GIERTH Trustee 27 March 2012
None on record
DIANA COLERIDGE Trustee 14 January 2010
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £7.76k £7.68k £8.28k £11.66k £13.02k
Total expenditure £6.37k £8.88k £10.75k £8.33k £10.55k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2024 28 April 2025 On time
Accounts and TAR 31 December 2024 Not required
Annual return 31 December 2023 09 October 2024 On time
Accounts and TAR 31 December 2023 Not required
Annual return 31 December 2022 29 October 2023 On time
Accounts and TAR 31 December 2022 Not required
Annual return 31 December 2021 23 October 2022 On time
Accounts and TAR 31 December 2021 Not required
Annual return 31 December 2020 18 October 2021 On time
Accounts and TAR 31 December 2020 Not required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 24 NOV 2015 AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED ON 26 JUL 2022

Charitable objects

THE CHARITY'S OBJECT (THE OBJECT) IS THE ADVANCEMENT OF EDUCATION, AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE AND THOSE RETIRED FROM FULL TIME WORK, BY ALL MEANS INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT IN BRIDPORT AND ITS SURROUNDING LOCALITY.

Contact information

Address:
16 Thread Mill Lane
Pymore
BRIDPORT
Dorset
DT6 5QT
Phone:
07730 056785
Email:
secretary@bridportu3a.uk
Website:

https://bridport.u3asite.uk Open in new window