NORTON RADSTOCK U3A

Charity number: 1112735
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 October 2024

Total income: £9,569
Total expenditure: £8,813

People

10 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Bath And North East Somerset

Governance

Registration history:
  • 17 January 2006: Standard registration
Organisation type:
Other
Other names:
  • NORTON RADSTOCK U 3 A (Working name)
  • NORTON RADSTOCK UNIVERSITY OF THE THIRD AGE (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
  • 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 expenses 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
Jillian Mary Miller Trustee 28 April 2025
None on record
Mark Woodbury Trustee 28 April 2025
None on record
Dafydd Evans Trustee 12 January 2024
None on record
Felicity Taylor Trustee 30 October 2023
None on record
Grahame Lacey Trustee 28 April 2023
None on record
Rosemary Lovell Trustee 28 April 2023
None on record
Marjorie Gilson Trustee 05 September 2022
None on record
Ethne Dando Trustee 14 May 2021
None on record
Margaret Burdon Trustee 01 May 2021
RADSTOCK & MIDSOMER NORTON LIONS CLUB (CIO)
Received: On time
Carol Channon Trustee 01 May 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Total gross income £10.99k £4.01k £8.96k £10.90k £9.57k
Total expenditure £9.75k £5.19k £9.58k £8.96k £8.81k
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 October 2024 12 March 2025 On Time
Accounts and TAR 31 October 2024 Not Required
Annual return 31 October 2023 30 May 2024 On Time
Accounts and TAR 31 October 2023 Not Required
Annual return 31 October 2022 09 December 2022 On Time
Accounts and TAR 31 October 2022 Not Required
Annual return 31 October 2021 22 December 2021 On Time
Accounts and TAR 31 October 2021 Not Required
Annual return 31 October 2020 15 June 2021 On Time
Accounts and TAR 31 October 2020 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 11 APRIL 2005 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 12 Jun 2020 as amended on 12 Jun 2020 as amended on 31 Mar 2021 as amended on 31 Oct 2022 as amended on 31 Oct 2022

Charitable objects

The Objectives of The U3A are: 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.

MIDSOMER NORTON AND ITS SURROUNDING LOCALITY

Contact information

Address:
19 Vivien Avenue
Midsomer Norton
RADSTOCK
BA3 2EQ
Phone:
01761 417691
Email:
enquiries.nru3a@gmail.com
Website:

www.norrad.u3asite.uk Open in new window