BRIDGNORTH & DISTRICT U3A

Registered charity 1123501 · accounts filings on the Charity Commission register

Regular monthly meetings open to all members with a guest speaker covering a range of topics that are both interesting and educational. Activity and Interest Groups covering educational, recreational and leisure pursuits are organised by member volunteers. Many of these help to keep the mind active and improve physical fitness. This charity operates in Bridgnorth and the surrounding locality.

Objects

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: BRIDGNORTH

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity held total unrestricted funds of £14,432 at the end of the financial year, which exceeds its stated reserves policy target of £5,000. Although the charity reported a £918 shortfall between total receipts and payments for the year, the trustees consider this acceptable given the healthy level of funds held.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• 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
• Investing charity funds policy and procedures
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Register events

• Received assets from another charity (19/12/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Alan Roderick Greenhalgh
• Elizabeth Mary Ross
• Ellen Mary Harris
• Heather Yarwood
• Jane Jasper
• Janet Hardy
• John Andrew Barton
• Linda Mary Barton
• Linda Ruston
• Susan Elizabeth Hannah

Trustee list from the Charity Commission register (current, not historical).

Operates in: Shropshire

Income and spending

Common questions