CHARD, ILMINSTER AND DISTRICT U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 24 February 2003
Removed: Not supplied
Financial period: 1 March 2025 – 28 February 2026
Latest income: £25,931
Latest expenditure: £23,322
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 18 Vicarage Close, CHARD, Somerset, TA20 2HH

Website recorded by the regulator: https://chardilminster.u3asite.uk/ (displayed as text)

02 Activities

What the charity does

Provision of a range of educational, practical and social activities for people no longer in full-time employment living in the Chard/Ilminster area of Somerset

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 March 2025
Fin Period End Date: 28 February 2026
Ar Cycle Reference: AR26
Reporting Due Date: 28 December 2026
Date Annual Return Received: 23 September 2026
Date Accounts Received: 23 September 2026
Total Gross Income: £25,931
Total Gross Expenditure: £23,322

Fin Period Start Date: 1 March 2024
Fin Period End Date: 28 February 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 December 2025
Date Annual Return Received: 1 October 2025
Total Gross Income: £19,285
Total Gross Expenditure: £20,362

Fin Period Start Date: 1 March 2023
Fin Period End Date: 29 February 2024
Ar Cycle Reference: AR24
Reporting Due Date: 29 December 2024
Date Annual Return Received: 23 October 2024
Total Gross Income: £20,353
Total Gross Expenditure: £17,787

Fin Period Start Date: 1 March 2022
Fin Period End Date: 28 February 2023
Ar Cycle Reference: AR23
Reporting Due Date: 28 December 2023
Date Annual Return Received: 29 December 2023
Total Gross Income: £14,554
Total Gross Expenditure: £16,559

Fin Period Start Date: 1 March 2021
Fin Period End Date: 28 February 2022
Ar Cycle Reference: AR22
Reporting Due Date: 28 December 2022
Date Annual Return Received: 15 July 2022
Total Gross Income: £10,503
Total Gross Expenditure: £8,253

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 March 2025
Fin Period End Date: 28 February 2026
Ar Due Date: 28 December 2026
Ar Received Date: 23 September 2026
Total Gross Income: £25,931
Total Gross Expenditure: £23,322
Grant Making Is Main Activity: No
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: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 1 March 2024
Fin Period End Date: 28 February 2025
Ar Due Date: 28 December 2025
Ar Received Date: 1 October 2025
Total Gross Income: £19,285
Total Gross Expenditure: £20,362
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: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 1 March 2023
Fin Period End Date: 29 February 2024
Ar Due Date: 29 December 2024
Ar Received Date: 23 October 2024
Total Gross Income: £20,353
Total Gross Expenditure: £17,787
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: AR23
Fin Period Start Date: 1 March 2022
Fin Period End Date: 28 February 2023
Ar Due Date: 28 December 2023
Ar Received Date: 29 December 2023
Total Gross Income: £14,554
Total Gross Expenditure: £16,559
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: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 1 March 2021
Fin Period End Date: 28 February 2022
Ar Due Date: 28 December 2022
Ar Received Date: 15 July 2022
Total Gross Income: £10,503
Total Gross Expenditure: £8,253
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: 4

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

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

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

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

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

07 Official extract

Charity Event History

Charity Name: CHARD, ILMINSTER AND DISTRICT U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-02-24T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 18 FEBRUARY 2002,AS AMENDED 19TH JULY 2004AS AMENDED ON 16/03/2015AS AMENDED ON 05 APR 2016 AS AMENDED ON 17 NOV 2020AS AMENDED BY RESOLUTION DATED 25 JAN 2024
Charitable Objects: TO ADVANCE EDUCATION AND IN PARTICULAR THE EDUCATION OF PEOPLE NOT IN FULL TIME GAINFUL EMPLOYMENT WHO ARE IN THEIR THIRD AGE (BEING THE PERIOD OF TIME AFTER THE FIRST AGE OF CHILDHOOD DEPENDENCE AND THE SECOND AGE OF FULL TIME EMPLOYMENT AND/OR PARENTAL RESPONSIBILITY) RESIDING IN CHARD AND ILMINSTER AND THE SURROUNDING AREA.
Area Of Benefit: CHARD AND ITS SURROUNDINGS.

09 Official extract

Charity Other Names

Charity Name Id: 429410
Charity Name Type: Previous name
Charity Name: THE CHARD, ILMINSTER & DISTRICT UNIVERSITY OF THE THIRD AGE.

Charity Name Id: 429405
Charity Name Type: Working name
Charity Name: CHARD U3A

Charity Name Id: 429407
Charity Name Type: Previous name
Charity Name: THE CHARD UNIVERSITY OF THE THIRD AGE

10 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

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

Policy Name: Investing charity funds policy and procedures