POOLE UNIVERSITY OF THE THIRD AGE

Charity number: 1019559
Charity reporting is up to date (15 days late)

Charity overview

Activities - how the charity spends its money

The objectives of Poole University of the Third Age (U3A) is the advancement of education, leisure time, and recreational activities of middle aged and older persons no longer in gainful employment, residing in Poole and the surrounding area. These objectives are achieved by the organising and running of educational and leisure courses, using rented venues and member's homes.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £63,565
Total expenditure: £71,107

People

7 Trustee(s)

22 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
  • Recreation
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
Where the charity operates:
  • Dorset
  • Poole

Governance

Registration history:
  • 31 March 1993: Standard registration
Organisation type:
Other
Other names:
  • POOLE U 3 A (Working name)
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
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Alan Stuart Jowsey Chair 14 October 2022
None on record
Janet Harrison Trustee 08 November 2024
None on record
Denise Marie Brown Trustee 12 June 2024
None on record
Julia Margaret Palmer Trustee 10 May 2024
None on record
Jacqueline Bettess Trustee 15 October 2021
None on record
Susan Mary Thomas Trustee 11 October 2019
None on record
Ruaraidh Donald James MacKay Trustee 12 October 2018
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £79.86k £75.92k £853 £58.43k £63.57k
Total expenditure £68.72k £46.60k £14.30k £69.46k £71.11k
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 August 2023 15 July 2024 15 days late
Accounts and TAR 31 August 2023 15 July 2024 15 days late Download Open in new window
Annual return 31 August 2022 16 June 2023 On Time
Accounts and TAR 31 August 2022 16 June 2023 On Time Download Open in new window
Annual return 31 August 2021 07 November 2021 On Time
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 15 February 2021 On Time
Accounts and TAR 31 August 2020 15 February 2021 On Time Download Open in new window
Annual return 31 August 2019 08 April 2020 On Time
Accounts and TAR 31 August 2019 08 April 2020 On Time Download Open in new window
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 23RD FEBRUARY 1993 AS AMENDED 14 FEBRUARY 1997, 11 FEBRUARY 2000, 15 FEBRUARY 2002 AND 24 OCTOBER 2003. AS AMENDED BY RESOLUTION DATED 22 JAN 2019 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.

POOLE, DORSET

Contact information

Address:
The Spire
High Street
POOLE
Dorset
BH15 1DF
Phone:
01202678113
Email:
pooleu3a@gmail.com
Website:

www.pooleu3a.org.uk Open in new window