BURY ST EDMUNDS BRANCH OF THE THIRD AGE TRUST(U3A)

Charity number: 803112
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Bury St Edmunds U3A is a self-help group of people who are no longer in full-time paid employment. Our activities include: A monthly lecture, open to all members Specific-interest groups who meet at times of their own choosing. An annual Study Day on a nationally important topic, open to our members and other local U3As. We welcome (but do not insist on!) contributions from all.

Income and expenditure

Data for financial year ending 31 July 2023

Total income: £68,155
Total expenditure: £68,144

People

9 Trustee(s)

30 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 Human Resources
  • Provides Buildings/facilities/open Space
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Suffolk

Governance

Registration history:
  • 01 May 1990: Standard registration
Organisation type:
Other
Other names:
  • U3A IN BSE (Working name)
  • UNIVERSITY OF THE THIRD AGE IN BURY ST EDMUNDS (Working name)
  • BURY ST EDMUNDS BRANCH OF THE THIRD AGE TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Joanne Marie Pettifer Trustee 03 December 2024
None on record
Dr Barbara Ann Wilson Trustee 19 November 2024
None on record
Michelle Vera Thompson Trustee 19 November 2024
None on record
Michael Patrick Burt Trustee 03 September 2024
None on record
Douglas Edward Patterson Trustee 04 June 2024
None on record
Dr Mark Leslie Manning Trustee 07 May 2024
None on record
Caroline Alice SAUL Trustee 17 October 2023
None on record
Peter Kay Chapman Trustee 28 October 2020
None on record
Rainaldo O'Meara Trustee 28 October 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £52.88k £48.26k £14.02k £57.66k £68.16k
Total expenditure £52.94k £45.78k £16.43k £52.55k £68.14k
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 July 2023 31 December 2023 On Time
Accounts and TAR 31 July 2023 31 December 2023 On Time Download Open in new window
Annual return 31 July 2022 01 April 2023 On Time
Accounts and TAR 31 July 2022 01 April 2023 On Time Download Open in new window
Annual return 31 July 2021 25 April 2022 On Time
Accounts and TAR 31 July 2021 Not Required
Annual return 31 July 2020 17 January 2021 On Time
Accounts and TAR 31 July 2020 17 January 2021 On Time Download Open in new window
Annual return 31 July 2019 01 July 2020 31 days late
Accounts and TAR 31 July 2019 01 July 2020 31 days late 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 25TH JANUARY 1989, AS AMENDED FEBRUARY 2003

Charitable objects

ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF MIDDLE AGED AND ELDERLY PEOPLE IN BURY ST. EDMUNDS AND THE SURROUNDING LOCALITY.

Area of benefit

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

BURY ST. EDMUNDS

Contact information

Address:
RISBYGATE CENTRE
90 RISBYGATE STREET
BURY ST EDMUNDS
SUFFOLK
IP33 3AA
Phone:
01284 723286
Email:
mail@u3aburystedmunds.co.uk
Website:

www.u3aburystedmunds.co.uk Open in new window