BOURNEMOUTH U3A

Charity number: 800397
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity recruits tutors to lead groups to discuss or participate in a wide variety of topics and activities. We provide venues for about 100 classes ranging from academic subjects such as languages, literature, writing, philosophy and history to more active pursuits such as tennis, badminton, dancing, cycling, walking and keep-fit exercising, music and drama.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £69,635
Total expenditure: £60,689

People

7 Trustee(s)

100 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:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bournemouth
  • Dorset
  • Poole

Governance

Registration history:
  • 22 November 1988: Standard registration
Organisation type:
Other
Other names:
  • U3A (Working name)
  • UNIVERSITY OF THE THIRD AGE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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
Stephanie Jane Gardiner Chair 19 October 2023
None on record
Suzi MacLeod Trustee 15 October 2024
None on record
Nicholas Monk Trustee 19 October 2023
None on record
Michael Crich Trustee 19 October 2023
None on record
Dorothee Margret Merton Trustee 17 October 2022
None on record
Julie Williams Trustee 08 November 2013
None on record
MRS JENNIE PUDNEY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £53.65k £9.23k £81.00k £65.96k £69.64k
Total expenditure £50.54k £9.00k £59.39k £65.01k £60.69k
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 30 June 2024 31 March 2025 On time
Accounts and TAR 30 June 2024 31 March 2025 On time Download Open in new window
Annual return 30 June 2023 27 March 2024 On time
Accounts and TAR 30 June 2023 27 March 2024 On time Download Open in new window
Annual return 30 June 2022 17 February 2023 On time
Accounts and TAR 30 June 2022 17 February 2023 On time Download Open in new window
Annual return 30 June 2021 15 December 2021 On time
Accounts and TAR 30 June 2021 Not required
Annual return 30 June 2020 15 December 2020 On time
Accounts and TAR 30 June 2020 15 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 23RD AUGUST 1988, AS AMENDED 28 MARCH 2007 AND 20 OCTOBER 2010. AS AMENDED BY SCHEME DATED 12 JUL 2018 AS AMENDED ON 17 OCT 2019 as amended on 13 Oct 2021

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.

Area of benefit

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

BOURNEMOUTH AND ITS SURROUNDING LOCALITY

Contact information

Address:
St. James Institute
33A Stourfield Road
BOURNEMOUTH
BH5 2AR
Phone:
01202 420700
Email:
info@bournemouthu3a.org.uk
Website:

www.bournemouthu3a.org.uk Open in new window