SHERBORNE U3A
Charity number: 1085915
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Provision of facilities for leisure time and recreational facilities in order to improve life for middle aged and elderly people.
Income and expenditure
Data for financial year ending 31 August 2025
Total income: £29,248
Total expenditure: £24,831
Total income includes £708 from 1 government grant(s)
People
7 Trustee(s)
52 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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
Main way of carrying out purposes is grant making
What the charity does:
- Education/training
- Arts/culture/heritage/science
Who the charity helps:
- Elderly/old People
How the charity helps:
- Other Charitable Activities
Where the charity operates:
- Dorset
- Somerset
- Wiltshire
Governance
Registration history:
- 29 March 2001: Standard registration
Organisation type:
Other
Other names:
- SHERBORNE THIRD AGE TRUST (Previous name)
- SHERBORNE THIRD AGE TRUST U3A (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting 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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Douglas Blythe Fuller | Trustee | 19 March 2025 |
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| Brenda Newcombe | Trustee | 23 January 2025 |
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| Diana Stephens | Trustee | 23 January 2025 |
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| Suzanne Martin | Trustee | 23 January 2025 |
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| Philip John Dale | Trustee | 18 October 2023 |
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| Elizabeth Jane Wills | Trustee | 18 October 2023 |
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| MS SUE THOMAS-PETER | Trustee | 14 November 2013 |
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Financial history
Financial period end date
| Income / Expenditure | 31/08/2021 | 31/08/2022 | 31/08/2023 | 31/08/2024 | 31/08/2025 | ||
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Total gross income | £15.01k | £17.67k | £24.12k | £22.79k | £29.25k | |
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Total expenditure | £4.60k | £21.48k | £22.42k | £27.70k | £24.83k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | £708 |
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 August 2025 | 06 November 2025 | On time | |
| Accounts and TAR | 31 August 2025 | 06 November 2025 | On time | Download Open in new window |
| Annual return | 31 August 2024 | 08 November 2024 | On time | |
| Accounts and TAR | 31 August 2024 | Not required | ||
| Annual return | 31 August 2023 | 21 January 2024 | On time | |
| Accounts and TAR | 31 August 2023 | Not required | ||
| Annual return | 31 August 2022 | 23 November 2022 | On time | |
| Accounts and TAR | 31 August 2022 | Not required | ||
| Annual return | 31 August 2021 | 27 January 2022 | On time | |
| Accounts and TAR | 31 August 2021 | Not required |