BOLTON U3A

Charity number: 1140495
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance the education of older people no longer in full time gainful employment in Bolton and surrounding locality. We hold Monthly General Meetings and we also hold Interest Groups covering a wide range of subjects which the members wish to pursue and they meet every 2 or 4 weeks

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £23,036
Total expenditure: £25,434

People

8 Trustee(s)

20 Volunteer(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
  • Arts/culture/heritage/science
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Bolton

Governance

Registration history:
  • 18 February 2011: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jeanne Marie Kelly Chair 30 November 2021
Bolton Community Furniture Store Limited
Received: On time
MARK STEPHEN PILLAR Trustee 22 November 2024
BOLTON LITTLE THEATRE LIMITED
Received: On time
Carol Dean Trustee 01 October 2024
None on record
Helen Yeldon Trustee 05 August 2024
None on record
Pauline Treuherz Trustee 16 November 2023
None on record
Stephen Brown Trustee 16 November 2023
FRIENDS OF SMITHILLS HALL
Received: On time
Kathryn Chatwin Trustee 18 April 2023
None on record
Maggy Simms Trustee 18 April 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £13.09k £3.12k £15.04k £24.04k £23.04k
Total expenditure £12.44k £5.48k £15.34k £15.04k £25.43k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £10.42k 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 30 September 2024 27 April 2025 On time
Accounts and TAR 30 September 2024 Not required
Annual return 30 September 2023 07 August 2024 8 days late
Accounts and TAR 30 September 2023 Not required
Annual return 30 September 2022 25 July 2023 On time
Accounts and TAR 30 September 2022 Not required
Annual return 30 September 2021 11 August 2022 12 days late
Accounts and TAR 30 September 2021 Not required
Annual return 30 September 2020 20 August 2021 21 days late
Accounts and TAR 30 September 2020 Not required
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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 18 FEB 2011 AS AMENDED BY RESOLUTION DATED 25 NOV 2016 AS AMENDED BY SCHEME DATED 12 JUL 2018

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

BOLTON

Contact information

Address:
149 New Hall Lane
BOLTON
BL1 5HP
Phone:
01204433735
Email:
treasurer@boltonu3a.org.uk
Website:

https://boltonu3a.org.uk/ Open in new window