Finance Score: 0

Governance Score: 2

Support Score: 8

No PartB

No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5
Grant maker support: +3

Overall GiG Score: 10

BOURNEMOUTH U3A

The charity recruits tutors to lead groups to discuss or participate in a wide variety of topics and activities. We provide venues for about 100 classes ranging from academic subjects such as languages, literature, writing, philosophy and history to more active pursuits such as tennis, badminton, dancing, cycling, walking and keep-fit exercising, music and drama.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	£66	£65	£1	n/a	n/a	n/a	n/a	n/a	98
30/06/22	£81	£59	£22	n/a	n/a	n/a	n/a	n/a	75
30/06/21	£9	£9	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/20	£54	£51	£3	n/a	n/a	n/a	n/a	n/a	12
30/06/19	£69	£65	£4	n/a	n/a	n/a	n/a	n/a	125
30/06/18	£50	£53	£-3	£0	£0	£0	n/a	0	0
30/06/17	£50	£53	£-3	£0	£0	£0	n/a	0	0
30/06/16	£53	£50	£2	£0	£0	£0	n/a	0	0
30/06/15	£48	£46	£3	£0	£0	£0	n/a	0	0
30/06/14	£47	£47	£1	£0	£0	£0	n/a	0	0
30/06/13	£52	£46	£6	£0	£0	£0	n/a	0	0
30/06/12	£44	£43	£1	£0	£0	£0	n/a	0	0
30/06/11	£44	£41	£3	£0	£0	£0	n/a	0	0
30/06/10	£40	£41	£-1	£0	£0	£0	n/a	0	0
30/06/09	£30	£34	£-3	£0	£0	£0	n/a	0	0
30/06/08	£28	£32	£-4	£0	£0	£0	n/a	0	0
30/06/07?	£47	£48	£-1	£0	£0	£0	n/a	0	0
31/12/05	£25	£22	£3	£0	£0	£0	n/a	0	0
31/12/04	£21	£20	£2	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

www.bournemouthu3a.org.uk

info@bournemouthu3a.org.uk

01202 420700

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Provides advocacy/advice/information

Where it operates

Bournemouth, Dorset, Poole,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
98 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Bournemouth u3a
£9,000	27/05/2022	The funding will be used to deliver educational and social activities for older members of the community including yoga dancing languages and philosophy along with promoting the group to the wider ....more The funding will be used to deliver educational and social activities for older members of the community including yoga dancing languages and philosophy along with promoting the group to the wider community. The aim is to provide older members of the community with the opportunity to engage with others and keep active both physically and mentally with the aim of increasing membership and reducing loneliness and isolation across the community.
Dorset Community Foundation - Rescuing Bournemouth U3A
£5,000	10/02/2022	Contribution to core costs to help charity offering activities for older people

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DOROTHEE MARGRET MERTON Appointed: 2022

JOHN ORAM

JULIE WILLIAMS Appointed: 2013

MRS JENNIE PUDNEY

MICHAEL CRICH Appointed: 2023

NICHOLAS MONK Appointed: 2023

Legal constitution

Charity registered in England & Wales on 22/11/1988, number: 800397

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

St. James Institute
33A Stourfield Road
BOURNEMOUTH
BH5 2AR

Objectives

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.

Defined Area of Benefit:

BOURNEMOUTH AND ITS SURROUNDING LOCALITY

Data Sources