BURY U3A

Charity Number: 1165090
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Bury U3A (University of the Third Age) is a democratic, self-funding, self help organization that provide all types of educational and leisure activities for retired or semi-retired people at minimum cost. It provides opportunities for members to share learning experiences and to pursue educational, creative and leisure activities by making use of the knowledge and skills of their members.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £26,633
Total expenditure: £24,591

People

9 Trustee(s)

50 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
  • The Advancement Of Health Or Saving Of Lives
  • Arts/culture/heritage/science
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Bury

Governance

Registration history:
  • 08 January 2016: Standard registration
Organisation type:
Other
Other names:

No other names

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
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Catherine Mary Holland Trustee 21 May 2024
None on record
Sandra Clare Mason Trustee 21 May 2024
None on record
Annette Goodfellow Trustee 16 May 2023
None on record
Brian Brewster Trustee 16 May 2023
None on record
Robert Abrahamsen Trustee 16 May 2023
None on record
Ian Worthington Trustee 16 May 2023
None on record
Susan Smith Trustee 01 April 2021
None on record
Karen Campbell-Mathieson Trustee 20 October 2020
None on record
James Christopher Hobbins Trustee 01 March 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £39.93k £3.16k £24.37k £29.43k £26.63k
Total expenditure £36.29k £8.92k £16.65k £23.53k £24.59k
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 23 September 2024 On Time
Accounts and TAR 31 March 2024 23 September 2024 On Time Download Open in new window
Annual return 31 March 2023 14 February 2024 14 days late
Accounts and TAR 31 March 2023 14 February 2024 14 days late Download Open in new window
Annual return 31 March 2022 15 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 07 December 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 21 December 2020 On Time
Accounts and TAR 31 March 2020 21 December 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 19 NOV 2015 AS AMENDED BY RESOLUTION DATED 17 MAY 2018 AS AMENDED ON 20 OCT 2021 AS AMENDED ON 17 MAY 2022 AS AMENDED ON 13 MAY 2025

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.

BURY AND THE SURROUNDING LOCALITY.

Contact information

Address:
21 Turton Close
BURY
Lancashire
BL8 2EE
Phone:
07931 348971
Email:
burytreasurer@gmail.com
Website:

www.buryu3a.org.uk Open in new window