THE SOMERTON U3A
Charity number: 1089838
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To advance the education of the public and in particular the education of the middleaged and older people not in full time employment by running events with speakers and different group activities in Somerton and its surrounding locality
Income and expenditure
Data for financial year ending 31 March 2025
Total income: £19,928
Total expenditure: £15,745
People
10 Trustee(s)
400 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
- Amateur Sport
- Recreation
Who the charity helps:
- Elderly/old People
- The General Public/mankind
How the charity helps:
- Provides Services
Where the charity operates:
- Somerset
Governance
Registration history:
- 18 December 2001: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
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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| Angela Upham | Trustee | 17 September 2025 |
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| Christopher Tite | Trustee | 26 May 2025 |
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| Theresa Tite | Trustee | 26 May 2025 |
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| Barrie Davies | Trustee | 26 May 2024 |
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| Sarah Terry | Trustee | 13 July 2023 |
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| Elizabeth Jane Redgrove | Trustee | 22 July 2022 |
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| Frances Anne Cook | Trustee | 22 July 2022 |
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| Stephen Davis | Trustee | 22 July 2022 |
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| Michael Robert Davis | Trustee | 11 March 2020 |
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| Laurence William REEVES | Trustee | 09 September 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £9.15k | £10.62k | £8.75k | £18.90k | £19.93k | |
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Total expenditure | £6.78k | £6.69k | £7.25k | £11.70k | £15.75k | |
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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 | 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 March 2025 | 02 January 2026 | On time | |
| Accounts and TAR | 31 March 2025 | Not required | ||
| Annual return | 31 March 2024 | 21 January 2025 | On time | |
| Accounts and TAR | 31 March 2024 | Not required | ||
| Annual return | 31 March 2023 | 29 April 2024 | 89 days late | |
| Accounts and TAR | 31 March 2023 | Not required | ||
| Annual return | 31 March 2022 | 21 November 2022 | On time | |
| Accounts and TAR | 31 March 2022 | Not required | ||
| Annual return | 31 March 2021 | 12 November 2021 | On time | |
| Accounts and TAR | 31 March 2021 | Not required |