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 2024

Total income: £10,573
Total expenditure: £11,999

People

10 Trustee(s)

10 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
  • 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:
  • Complaints handling
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Janet Elaine Sherwin Chair 10 January 2022
None on record
Barbie Bradbury Trustee 02 April 2025
None on record
Paul Roberts Trustee 21 November 2024
None on record
Joshua Hartley Trustee 21 November 2024
None on record
Christine King Trustee 30 November 2023
None on record
Susan DICKERSON Trustee 23 March 2023
None on record
Jane Morrison Trustee 10 January 2022
None on record
Carole Mullender Trustee 10 January 2022
None on record
Jane Elizabeth Burman Trustee 10 June 2018
FROME SYMPHONY
Received: On time
KEYNSHAM ORCHESTRA
Received: On time
WELLS NATURAL HISTORY AND ARCHAEOLOGICAL SOCIETY
Received: On time
Elizabeth Anne Nash Trustee 15 June 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £8.21k £2.08k £3.76k £8.76k £10.57k
Total expenditure £8.32k £2.99k £3.83k £8.71k £12.00k
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 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
Annual return 31 March 2020 30 September 2020 On Time
Accounts and TAR 31 March 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 20 JUL 2011 AS AMENDED ON 11 MAY 2017 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 10 Nov 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 Shepton Mallet and the surrounding district.

Contact information

Address:
15 Tallowood
Lower Charlton
SHEPTON MALLET
BA4 5QN
Phone:
01749345914
Email:
admin@sheptonmalletu3a.org.uk
Website:

sheptonmalletu3a.org.uk