Bishop Auckland and District U3A

Charity number: 1086702
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Bishop Auckland and District U3A is a learning organisation in which members teach each other. We meet for educational and recreational purposes.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £42,512
Total expenditure: £44,376

People

11 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:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Darlington
  • Durham

Governance

Registration history:
  • 22 May 2001: Standard registration
Organisation type:
Other
Other names:
  • WEAR-TEES U3A (Previous name)
  • WEAR-TEES UNIVERSITY OF THE THIRD AGE (Previous 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gerald Cumming Chair 01 September 2019
None on record
Susan McGuire Trustee 07 October 2024
None on record
Lorraine Stephens Trustee 07 October 2024
None on record
Valerie Strickland Trustee 07 October 2024
None on record
Trevor Hewitt Trustee 07 October 2024
None on record
Christopher Marsh Trustee 07 October 2024
None on record
Diane Marsh Trustee 07 October 2024
None on record
John Strickland Trustee 07 October 2024
None on record
John Giles Trustee 30 October 2021
None on record
Kathleen Scales Trustee 30 October 2021
None on record
Terence James Bacon Trustee 01 September 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £5.32k £32.28k £13.98k £17.68k £42.51k
Total expenditure £5.02k £34.54k £4.86k £2.59k £44.38k
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 28 May 2024 On Time
Accounts and TAR 31 August 2023 28 May 2024 On Time Download Open in new window
Annual return 31 August 2022 20 October 2022 On Time
Accounts and TAR 31 August 2022 Not Required
Annual return 31 August 2021 30 December 2021 On Time
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 08 March 2021 On Time
Accounts and TAR 31 August 2020 08 March 2021 On Time Download Open in new window
Annual return 31 August 2019 15 July 2020 15 days late
Accounts and TAR 31 August 2019 Not Required
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 20 MARCH 2001 AS AMENDED BY RESOLUTION DATED 16 OCT 2018 as amended on 16 Oct 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.

WEAR VALLEY DISTRICT AND TEESDALE DISTRICT

Contact information

Address:
127 Watling Road
BISHOP AUCKLAND
County Durham
DL14 6RR
Phone:
07802 705284
Email:
chair.baanddu3a@gmail.com
Website:

https://u3asites.org.uk/bishop-auckland/welcome Open in new window