BOURNEMOUTH U3A — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 22 November 1988
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £74,052
Latest expenditure: £70,984
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: St. James Institute, 33A Stourfield Road, BOURNEMOUTH, Dorset, BH5 2AR

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

02 Activities

What the charity does

Our u3a offers learning activities to semi-retired/retired people which reflect members wishes and aim to satisfy a wide range of interests; cultural, educational, physical and social.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 24 April 2026
Date Accounts Received: 24 April 2026
Total Gross Income: £74,052
Total Gross Expenditure: £70,984

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 31 March 2025
Date Accounts Received: 31 March 2025
Total Gross Income: £69,635
Total Gross Expenditure: £60,689

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 27 March 2024
Date Accounts Received: 27 March 2024
Total Gross Income: £65,962
Total Gross Expenditure: £65,009

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 17 February 2023
Date Accounts Received: 17 February 2023
Total Gross Income: £81,004
Total Gross Expenditure: £59,385

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 15 December 2021
Total Gross Income: £9,231
Total Gross Expenditure: £9,000

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 24 April 2026
Total Gross Income: £74,052
Total Gross Expenditure: £70,984
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: 110

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 31 March 2025
Total Gross Income: £69,635
Total Gross Expenditure: £60,689
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: 100

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 27 March 2024
Total Gross Income: £65,962
Total Gross Expenditure: £65,009
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: 98

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 17 February 2023
Total Gross Income: £81,004
Total Gross Expenditure: £59,385
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: 75

05 Official extract

Charity Area Of Operation

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

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

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

06 Official extract

Charity Classification

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

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

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

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: BOURNEMOUTH U3A
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1988-11-22T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 23RD AUGUST 1988, AS AMENDED 28 MARCH 2007 AND 20 OCTOBER 2010.AS AMENDED BY SCHEME DATED 12 JUL 2018AS AMENDED ON 17 OCT 2019 as amended on 13 Oct 2021
Charitable Objects: THE ADVANCEMENT OF EDUCATION AND, IN PARTICULAR, THEEDUCATION OF OLDER PEOPLE AND THOSE WHO ARE RETIRED FROM FULL TIME WORK, BY ALL MEANSINCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT.
Area Of Benefit: BOURNEMOUTH AND ITS SURROUNDING LOCALITY

09 Official extract

Charity Other Names

Charity Name Id: 25969
Charity Name Type: Working name
Charity Name: U3A

Charity Name Id: 25971
Charity Name Type: Working name
Charity Name: UNIVERSITY OF THE THIRD AGE

10 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Volunteer management

Policy Name: Complaints handling

Policy Name: Safeguarding policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management