SHEPTON MALLET U3A
Charity number: 1158730
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 SHEPTON MALLET AND SURROUNDING AREA. PROVISION OF ACTIVITIES FOR LEISURE TIME AND RECREATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE
Income and expenditure
Data for financial year ending 31 March 2025
Total income: £10,715
Total expenditure: £9,937
People
9 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
- Recreation
Who the charity helps:
- Elderly/old People
- Other Defined Groups
How the charity helps:
- Acts As An Umbrella Or Resource Body
- Other Charitable Activities
Where the charity operates:
- Somerset
Governance
Registration history:
- 30 September 2014: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest 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 | ||||
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| Janet Elaine Sherwin | Chair | 10 January 2022 |
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| Denise Bailey | Trustee | 13 February 2026 |
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| Clare Champion | Trustee | 16 January 2026 |
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| Jennifer Short | Trustee | 16 January 2026 |
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| Susan Lord | Trustee | 16 January 2026 |
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| Anthony James Warner | Trustee | 16 January 2026 |
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| Joshua Hartley | Trustee | 21 November 2024 |
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| Paul Roberts | Trustee | 21 November 2024 |
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| Christine King | Trustee | 30 November 2023 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £2.08k | £3.76k | £8.76k | £10.57k | £10.72k | |
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Total expenditure | £2.99k | £3.83k | £8.71k | £12.00k | £9.94k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 March 2025 | 28 November 2025 | On time | |
| Accounts and TAR | 31 March 2025 | Not required | ||
| Annual return | 31 March 2024 | 19 December 2024 | On time | |
| Accounts and TAR | 31 March 2024 | Not required | ||
| Annual return | 31 March 2023 | 17 November 2023 | On time | |
| Accounts and TAR | 31 March 2023 | Not required | ||
| Annual return | 31 March 2022 | 12 November 2022 | On time | |
| Accounts and TAR | 31 March 2022 | Not required | ||
| Annual return | 31 March 2021 | 15 January 2022 | On time | |
| Accounts and TAR | 31 March 2021 | Not required |