BURNHAM ON SEA U3A
Provision of learning, leisure, social and recreational activities for those no longer in full time employment, in the area of Burnham-on-Sea, Somerset.
Objects
THE CHARITABLE PURPOSES OF THE U3A ARE:I. TO ADVANCE EDUCATION AND IN PARTICULAR THE EDUCATION OF PEOPLE NOT IN FULL TIME GAINFULEMPLOYMENT WHO ARE IN THEIR THIRD AGE (BEING THE PERIOD OF TIME AFTER THE FIRST AGE OFCHILDHOOD DEPENDENCE AND THE SECOND AGE OF FULL TIME EMPLOYMENT AND/OR PARENTALRESPONSIBILITY) RESIDING IN BURNHAM ON SEA AND ITS SURROUNDING LOCALITY.II TO PROVIDE FACILITIES FOR LEISURE-TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OFIMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIALWELFARE.IN THIS CONSTITUTION “PEOPLE IN THEIR THIRD AGE” HAS THE MEANING SET OUT ABOVE.
Financial health, per its FY2025 accounts
The accounts state that total income for the year was £31,539 against total expenditure of £24,682, resulting in a surplus. The charity holds unrestricted funds of £20,297.08, which the trustees note is kept as a reserve to cover overheads in unforeseen circumstances.
What the accounts disclose
“Keep a reserve to cover any overheads in the case of any unforeseen circumstances (e.g. a lockdown during a pandemic).” — page 5
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Gail Nortonchair
- Adele Deakins
- Geoffrey Banham
- Joan Holderness
- Margaret Stewart
- Paul Gilbert Hambleton
- Susan Royle
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £32k | £25k |
| 31/03/2024 | £31k | £26k |
| 31/03/2023 | £17k | £16k |
| 31/03/2022 | £15k | £16k |
| 31/03/2021 | £11k | £13k |
Common questions
Is BURNHAM ON SEA U3A financially healthy?
Per its FY2025 accounts: The accounts state that total income for the year was £31,539 against total expenditure of £24,682, resulting in a surplus. The charity holds unrestricted funds of £20,297.08, which the trustees note is kept as a reserve to cover overheads in unforeseen circumstances. Its FY2025 accounts were independently examined.