NORTON RADSTOCK U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 17 January 2006
Removed: Not supplied
Financial period: 1 November 2024 – 31 October 2025
Latest income: £15,932
Latest expenditure: £11,316
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 19 Vivien Avenue, Midsomer Norton, RADSTOCK, BA3 2EQ

Website recorded by the regulator: www.norrad.u3asite.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 23 March 2026
Total Gross Income: £15,932
Total Gross Expenditure: £11,316

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 12 March 2025
Total Gross Income: £9,569
Total Gross Expenditure: £8,813

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 30 May 2024
Total Gross Income: £10,898
Total Gross Expenditure: £8,958

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 9 December 2022
Total Gross Income: £8,961
Total Gross Expenditure: £9,583

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 22 December 2021
Total Gross Income: £4,012
Total Gross Expenditure: £5,189

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 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 23 March 2026
Total Gross Income: £15,932
Total Gross Expenditure: £11,316
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: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 30 May 2024
Total Gross Income: £10,898
Total Gross Expenditure: £8,958
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

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

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

07 Official extract

Charity Event History

Charity Name: NORTON RADSTOCK U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-01-17T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 11 APRIL 2005AS AMENDED BY SCHEME DATED 12 JUL 2018 as amended on 12 Jun 2020 as amended on 12 Jun 2020 as amended on 31 Mar 2021 as amended on 31 Oct 2022 as amended on 31 Oct 2022
Charitable Objects: The Objectives of The U3A are: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: MIDSOMER NORTON AND ITS SURROUNDING LOCALITY

09 Official extract

Charity Other Names

Charity Name Id: 474643
Charity Name Type: Working name
Charity Name: NORTON RADSTOCK U 3 A

Charity Name Id: 474651
Charity Name Type: Working name
Charity Name: NORTON RADSTOCK UNIVERSITY OF THE THIRD AGE

10 Official extract

Charity Policy

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

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management