THE FERNDOWN & DISTRICT U3A

Charity number: 1073206
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity provides educational , recreational and social activities in the Ferndown area of Dorset for those no longer in full-time employment. Currently there about 92 groups. Most activities are held from mid-September until the end of May. The subscription is £58 for our accounting year. We have approximately 611 members.

Income and expenditure

Data for financial year ending 30 May 2025

Total income: £96,096
Total expenditure: £90,852

People

16 Trustee(s)

70 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
Who the charity helps:
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Dorset

Governance

Registration history:
  • 07 January 1999: Standard registration
Organisation type:
Other
Other names:
  • Ferndown U3A (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
  • Conflicting interests
  • 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
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

16 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Josephine Anne Hutton Chair 13 December 2019
None on record
Linda Joan Pallister Trustee 01 January 2025
None on record
Anthony Stephen Clarke Trustee 01 January 2025
None on record
Robert Lyndon Wellman Trustee 01 January 2025
None on record
Lynda Elise Lily Pas Trustee 01 January 2025
None on record
Judith Christine Hodges Trustee 01 January 2025
None on record
Patricia Anne Sharp Trustee 01 January 2025
None on record
DAVID MICHAEL LAMB Trustee 31 January 2024
None on record
PAUL ELLIS Trustee 15 December 2023
None on record
VALARIE ANN TUCKER Trustee 15 December 2023
None on record
Dr Ansuya Patel Trustee 16 December 2022
None on record
Deborah Margaret Gill Trustee 16 December 2022
None on record
Vivian Lee Dedman Trustee 11 March 2022
None on record
Angela Margaret Larcombe Trustee 12 March 2021
None on record
Joan Marshall Brearley Trustee 12 March 2021
None on record
Malcolm Gill Trustee 15 December 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 30/05/2021 30/05/2022 30/05/2023 30/05/2024 30/05/2025
Total gross income £25.52k £42.85k £55.39k £73.47k £96.10k
Total expenditure £17.69k £56.99k £56.65k £71.63k £90.85k
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 30 May 2025 10 January 2026 On time
Accounts and TAR 30 May 2025 10 January 2026 On time Download Open in new window
Annual return 30 May 2024 27 January 2025 On time
Accounts and TAR 30 May 2024 27 January 2025 On time Download Open in new window
Annual return 30 May 2023 28 March 2024 On time
Accounts and TAR 30 May 2023 28 March 2024 On time Download Open in new window
Annual return 30 May 2022 30 March 2023 On time
Accounts and TAR 30 May 2022 30 March 2023 On time Download Open in new window
Annual return 30 May 2021 27 March 2022 On time
Accounts and TAR 30 May 2021 27 March 2022 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 10 DECEMBER 1998 AS AMENDED 12 DECEMBER 2000 as amended on 09 Dec 2016

Charitable objects

1) TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME GAINFUL EMPLOYMENT IN FERNDOWN AND ITS SURROUNDING LOCALITY. 2) THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE

Area of benefit

The area the charity can operate in, as set out in its governing document.

FERNDOWN AND ITS SURROUNDING LOCALITY

Contact information

Address:
4 Aldridge Road
FERNDOWN
Dorset
BH22 8LT
Phone:
07747486434
Email:
ferndownu3a@gmail.com
Website:

www.ferndownu3a.co.uk Open in new window