Causes
 X
Resources
 X
User Services
 X
home >> charity search >> bournemouth u3a
Finance Score: 0
Governance Score: 5
Support Score: 8
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +5
  • Overall weighted support: +3
Overall GiG Score: 13 ?

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
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • Over half the Board have joined recently

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

Download accounts
Highest pay bracket: less than £60,000
Established: 36 years

www.bournemouthu3a.org.uk

info@bournemouthu3a.org.uk

01202 420700

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Other education support
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Bournemouth, Dorset, Poole,
Who it helps
  • Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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
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
  • JULIE WILLIAMS Appointed: 2013
  • MRS JENNIE PUDNEY
  • MICHAEL CRICH Appointed: 2023
  • NICHOLAS MONK Appointed: 2023
  • STEPHANIE JANE GARDINER (Chair) 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

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
 The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
 Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
 In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Watch Inspiring Videos

Save the upside down forest
Change the ending - the pain of Alzheimers
Help Dads in prison stay in touch with their children
Giving is Great
Share
Copy Link
×