BURNHAM ON SEA U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 23 February 1998
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £31,539
Latest expenditure: £24,682
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Burnham Community Centre, 5 Berrow Road, Burnham-on-Sea, TA8 2ET

Website recorded by the regulator: www.burnhamu3a.com (displayed as text)

02 Activities

What the charity does

Provision of learning, leisure, social and recreational activities for those no longer in full time employment, in the area of Burnham-on-Sea, Somerset.

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: 27 November 2025
Date Accounts Received: 27 November 2025
Total Gross Income: £31,539
Total Gross Expenditure: £24,682

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: 29 January 2025
Date Accounts Received: 20 February 2025
Total Gross Income: £30,525
Total Gross Expenditure: £25,596

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: 20 April 2024
Total Gross Income: £17,362
Total Gross Expenditure: £15,652

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: 7 January 2023
Total Gross Income: £15,393
Total Gross Expenditure: £15,772

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: 29 January 2022
Total Gross Income: £11,024
Total Gross Expenditure: £12,734

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: 27 November 2025
Total Gross Income: £31,539
Total Gross Expenditure: £24,682
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: 9

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: 29 January 2025
Total Gross Income: £30,525
Total Gross Expenditure: £25,596
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: 6

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: 20 April 2024
Total Gross Income: £17,362
Total Gross Expenditure: £15,652
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: 0

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: 7 January 2023
Total Gross Income: £15,393
Total Gross Expenditure: £15,772
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: 8

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: 29 January 2022
Total Gross Income: £11,024
Total Gross Expenditure: £12,734
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: 10

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

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

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

07 Official extract

Charity Event History

Charity Name: BURNHAM ON SEA U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1998-02-23T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 11/06/1994AS AMENDED ON 15/06/1999AS AMENDED ON 10/06/2003AS AMENDED ON 12/06/2014AS AMENDED ON 04 MAY 2017 as amended on 09 May 2019 as amended on 24 Jun 2012
Charitable Objects: THE CHARITABLE PURPOSES OF THE U3A ARE:I. TO ADVANCE EDUCATION AND IN PARTICULAR THE EDUCATION OF PEOPLE NOT IN FULL TIME GAINFULEMPLOYMENT WHO ARE IN THEIR THIRD AGE (BEING THE PERIOD OF TIME AFTER THE FIRST AGE OFCHILDHOOD DEPENDENCE AND THE SECOND AGE OF FULL TIME EMPLOYMENT AND/OR PARENTALRESPONSIBILITY) RESIDING IN BURNHAM ON SEA AND ITS SURROUNDING LOCALITY.II TO PROVIDE FACILITIES FOR LEISURE-TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OFIMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIALWELFARE.IN THIS CONSTITUTION “PEOPLE IN THEIR THIRD AGE” HAS THE MEANING SET OUT ABOVE.
Area Of Benefit: BURNHAM AND HIGHBRIDGE

09 Official extract

Charity Other Names

Charity Name Id: 332768
Charity Name Type: Previous name
Charity Name: BURNHAM AND HIGHBRIDGE U3A

10 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

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

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries