BISHOP'S STORTFORD UNIVERSITY OF THE THIRD AGE

Charity number: 1132055
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The activities of Bishop's Stortford U3A are based on the objects of the U3A which are to advance the education and physical well-being of those people not in full time employment, who are in their third age, residing in Bishop's Stortfod and surrounding locality

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £42,740
Total expenditure: £38,537

People

7 Trustee(s)

55 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
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Essex
  • Hertfordshire

Governance

Registration history:
  • 09 October 2009: Standard registration
Organisation type:
Other
Other names:
  • BISHOP'S STORTFORD UNIVERSTITY OF THE THIRD AGE (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr SUSAN ELIZABETH RAYNER JACOBS Chair 13 March 2023
None on record
Katharine Rutherford Trustee 13 May 2024
None on record
Judith Margaret Monaghan Trustee 13 March 2023
None on record
Charis Bailey Trustee 13 March 2023
None on record
Alice Victoria Dain Trustee 13 March 2023
None on record
Jacqueline Ann Cable Trustee 14 December 2021
None on record
Rosalind Dorothy Howlett Trustee 13 March 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £79.29k £23.18k £27.24k £61.23k £42.74k
Total expenditure £80.49k £19.58k £23.79k £57.87k £38.54k
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 December 2023 19 May 2024 On time
Accounts and TAR 31 December 2023 19 May 2024 On time Download Open in new window
Annual return 31 December 2022 25 November 2023 25 days late
Accounts and TAR 31 December 2022 25 November 2023 25 days late Download Open in new window
Annual return 31 December 2021 30 September 2022 On time
Accounts and TAR 31 December 2021 30 September 2022 On time Download Open in new window
Annual return 31 December 2020 10 March 2021 On time
Accounts and TAR 31 December 2020 Not required
Annual return 31 December 2019 08 July 2020 On time
Accounts and TAR 31 December 2019 08 July 2020 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 10/03/2003 AS AMENDED ON 14/04/2014 AS AMENDED ON 11 MAR 2019 as amended on 14 Mar 2022

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 IN THE AREA OF BENEFIT.

Area of benefit

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

BISHOP'S STORTFORD

Contact information

Address:
Woodcote
Standon Road
Little Hadham
WARE
Hertfordshire
SG11 2DD
Phone:
07710390771
Email:
alice.dain@bsu3a.org.uk
Website:

bishopsstortford.u3asite.uk