BRISTOL U3A
Charity number: 291783
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
U3A offers a programme of educational and leisure activities for retired people where members contribute their own experience, interests and enthusiasms actively, so that they learn from each other.
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £42,909
Total expenditure: £34,168
Total income includes £3,000 from 1 government grant(s)
People
10 Trustee(s)
175 Volunteer(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
- Arts/culture/heritage/science
- Recreation
Who the charity helps:
- Elderly/old People
- Other Defined Groups
How the charity helps:
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Bristol City
- North Somerset
- South Gloucestershire
Governance
Registration history:
- 15 May 1985: 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
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media 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
10 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Ian McDowell Bickerton | Chair | 15 June 2021 |
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| Brian Machin | Trustee | 04 March 2025 |
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| Heather Anne Watts | Trustee | 04 March 2025 |
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| Michael Knight | Trustee | 11 December 2024 |
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| Norma Sherratt | Trustee | 18 June 2024 |
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| Paul Graham Baker | Trustee | 05 April 2024 |
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| Paul Buckley | Trustee | 04 April 2023 |
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| Richard James Johnson | Trustee | 01 November 2022 |
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| Martin Charles Bromberg | Trustee | 02 November 2021 |
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| David Martin Wilson | Trustee | 21 June 2021 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £30.71k | £16.88k | £16.65k | £35.06k | £42.91k | |
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Total expenditure | £29.40k | £18.32k | £21.86k | £31.63k | £34.17k | |
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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 | £1.59k | N/A | £3.00k |
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 | 24 January 2025 | On Time | |
| Accounts and TAR | 31 March 2024 | 24 January 2025 | On Time | Download Open in new window |
| Annual return | 31 March 2023 | 23 November 2023 | On Time | |
| Accounts and TAR | 31 March 2023 | 23 November 2023 | On Time | Download Open in new window |
| Annual return | 31 March 2022 | 11 November 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | Not Required | ||
| Annual return | 31 March 2021 | 13 October 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | Not Required | ||
| Annual return | 31 March 2020 | 07 November 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | 07 November 2020 | On Time | Download Open in new window |