BRISTOL U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Other
Registered: 15 May 1985
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £39,359
Latest expenditure: £35,969
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 11 ALEXANDRA PARK, REDLAND, BRISTOL, BS6 6QB

Website recorded by the regulator: www.bristolu3a.org.uk (displayed as text)

02 Activities

What the charity does

U3A offers a programme of educational and leisure activities for retired people where members contribute their own experience, interests and enthusiasms actively, so that they learn from each other.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 6 January 2026
Date Accounts Received: 6 January 2026
Total Gross Income: £39,359
Total Gross Expenditure: £35,969

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 24 January 2025
Date Accounts Received: 24 January 2025
Total Gross Income: £42,909
Total Gross Expenditure: £34,168

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 23 November 2023
Date Accounts Received: 23 November 2023
Total Gross Income: £35,060
Total Gross Expenditure: £31,629

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 11 November 2022
Total Gross Income: £16,650
Total Gross Expenditure: £21,863

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 13 October 2021
Total Gross Income: £16,878
Total Gross Expenditure: £18,320

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 6 January 2026
Total Gross Income: £39,359
Total Gross Expenditure: £35,969
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £3,096
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 180

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 24 January 2025
Total Gross Income: £42,909
Total Gross Expenditure: £34,168
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £3,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 175

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 23 November 2023
Total Gross Income: £35,060
Total Gross Expenditure: £31,629
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 150

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 11 November 2022
Total Gross Income: £16,650
Total Gross Expenditure: £21,863
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £1,585
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 150

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 13 October 2021
Total Gross Income: £16,878
Total Gross Expenditure: £18,320
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 100

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Bristol City
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: North Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: South Gloucestershire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

07 Official extract

Charity Event History

Charity Name: BRISTOL U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1985-05-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 14TH MARCH 1984AS AMENDED BY RESOLUTION DATED 21 JUN 2016AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 15 Jun 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: BRISTOL AND ITS SURROUNDING LOCALITY

09 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Volunteer management

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures