BURTON-ON-TRENT UNIVERSITY OF THE THIRD AGE (U3A)

Charity number: 1146122
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To encourage and enable older people , no longer in full time employment , to help each other , to share their knowledge skills interests skills and experience.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £33,673
Total expenditure: £28,405

People

14 Trustee(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
  • The Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
  • Recreation
Who the charity helps:
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Derbyshire
  • Staffordshire

Governance

Registration history:
  • 27 February 2012: Standard registration
Organisation type:
Other
Other names:
  • BURTON-ON-TRENT 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting 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

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Michael Edward Payne Chair 09 June 2022
None on record
Alan Edmund Poore Trustee 05 June 2024
None on record
Jane Hance Trustee 05 June 2024
None on record
Jane Margaret Kent Trustee 01 June 2023
None on record
Beverley Bhaskare Trustee 01 June 2023
None on record
Glynis Noreen Lewis Trustee 01 June 2023
None on record
Barry Peter Thomas Appleby Trustee 01 June 2023
None on record
Katheryn Susan Hines Trustee 01 June 2023
None on record
Dr Valerie Ann Bentinck Trustee 01 June 2023
None on record
Hugh Rodger Trustee 01 June 2023
None on record
Michael Clifford Bartlett Trustee 01 June 2023
None on record
Linda Enid Walker Trustee 01 June 2023
None on record
Neil Stanton Davenport Trustee 09 June 2022
None on record
Christine Margaret Davenport Trustee 06 June 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 01/04/2020 01/04/2021 01/04/2022 31/03/2023 31/03/2024
Total gross income £26.94k £7.96k £13.60k £22.40k £33.67k
Total expenditure £25.34k £20.68k £12.75k £22.39k £28.41k
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 March 2024 22 December 2024 On Time
Accounts and TAR 31 March 2024 22 December 2024 On Time Download Open in new window
Annual return 31 March 2023 25 October 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 01 April 2022 17 June 2022 On Time
Accounts and TAR 01 April 2022 Not Required
Annual return 01 April 2021 13 December 2021 On Time
Accounts and TAR 01 April 2021 Not Required
Annual return 01 April 2020 08 November 2020 On Time
Accounts and TAR 01 April 2020 08 November 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 04 APR 2011 AS AMENDED ON 14 JUN 2016 AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 08 Jun 2020

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.

Contact information

Address:
6 Blythfield
BURTON-ON-TRENT
Staffordshire
DE14 1TU
Phone:
07512 468591
Email:
treasurer@botu3a.org
Website:

https://burton-on-trent.u3asite.uk/ Open in new window