u3a in Bath

Charity number: 1004449
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the group is 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 in Bath and surrounding areas

Income and expenditure

Data for financial year ending 29 February 2024

Total income: £63,082
Total expenditure: £65,417

People

10 Trustee(s)

40 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
  • Amateur Sport
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bath And North East Somerset
  • Somerset
  • Wiltshire

Governance

Registration history:
  • 21 October 1991: Standard registration
Organisation type:
Other
Other names:
  • THE UNIVERSITY OF THE THIRD AGE IN BATH (Previous name)
  • THE UNIVERSITY OF THE THIRD AGE IN BATH ( U 3 A IN BATH ) (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Marke Trustee 21 May 2024
None on record
Dawn Scarisbrick-Rowe Trustee 21 May 2024
None on record
Dr Susan Oldfield Trustee 05 December 2023
None on record
Jennifer Snashall Trustee 05 December 2023
None on record
Richard Marke Mr Trustee 18 April 2023
None on record
Diane Duck Trustee 01 July 2021
None on record
Eleanor Ellington Trustee 01 July 2021
None on record
Patricia Corcoran Trustee 01 November 2020
None on record
John Weinle Mr Trustee 06 June 2019
THE FRIENDS OF COMBE DOWN SURGERY
Received: On time
DAVID BETHELL Trustee 09 July 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 29/02/2020 28/02/2021 28/02/2022 28/02/2023 29/02/2024
Total gross income £83.56k £5.74k £21.99k £55.41k £63.08k
Total expenditure £82.17k £14.85k £22.03k £58.35k £65.42k
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 29 February 2024 24 October 2024 On Time
Accounts and TAR 29 February 2024 24 October 2024 On Time
Annual return 28 February 2023 18 October 2023 On Time
Accounts and TAR 28 February 2023 18 October 2023 On Time
Annual return 28 February 2022 07 November 2022 On Time
Accounts and TAR 28 February 2022 Not Required
Annual return 28 February 2021 31 October 2021 On Time
Accounts and TAR 28 February 2021 Not Required
Annual return 29 February 2020 09 November 2020 On Time
Accounts and TAR 29 February 2020

(These accounts
have been qualified)

09 November 2020 On Time
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 25 SEPTEMBER 1986 AMENDED 6 JUNE 1991 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 06 Mar 2025

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.

BATH

Contact information

Address:
29 Van Diemens Lane
BATH
BA1 5TW
Phone:
07983596328
Email:
Treasurer2@u3ainbath.uk
Website:

www.u3ainbath.org.uk Open in new window