IVYBRIDGE U3A
Registered charity 1178944 · accounts filings on the Charity Commission register
The advancement of education for older people and those who are retired from full-time work by all means, including associated activities conducive to learning and personal development, in Ivybridge and its surrounding area.
Objects
THE ADVANCEMENT OF EDUCATION AND, IN PARTICULAR, THE EDUCATION OF OLDER PEOPLE AND THOSE WHO ARE RETIRED FROM FULL TIME WORK IN THE AREA OF BENEFIT BY ALL MEANS, INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT IN IVYBRIDGE AND ITS SURROUNDING AREA.
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 net assets increased from £10,372 to £11,560 during the year, reflecting a surplus of £1,188 on receipts and payments. All funds are unrestricted, and the charity holds cash balances across multiple Lloyds accounts totaling £11,560. The independent examiner reported no material matters coming to their attention regarding the accounts or accounting records.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Governance: The document explicitly states under the Independent Examiner's Report section that 'accounting records were not kept adequately' (or 'in accordance with section 130 of the Charities Act' as clarified in the full report text: 'no material matters... which gives me cause to believe that... accounting records were not kept in accordance with section 130'). However, the examiner's final statement says 'no material matters have come to my attention... accounting records were not kept in accordance with section 130'. Wait, looking closely at the text: 'In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect: e accounting records were not kept in accordance with section 130...'. This is a standard 'clean' examiner report. The earlier fragmented text 'ig records were not kept adequately' appears to be a scanning error or a specific note, but the formal report says 'no material matters'. Let's look at the 'Executive Committee (Trustee) Approval' section which has fragmented text 'ig records were not kept adequately'. This is ambiguous. However, the formal Independent Examiner's Report states: 'no material matters have come to my attention which gives me cause to believe that... accounting records were not kept in accordance with section 130'. This is a positive statement. The fragmented text 'ig records were not kept adequately' is likely a corruption of 'accounting records were not kept adequately' which might be part of a negative finding, BUT the formal report says 'no material matters'. I will treat the formal report as the primary source. The formal report says 'no material matters'. Therefore, no governance flag for serious incident unless 'records not kept adequately' is a separate admission. The text 'ig records were not kept adequately' is isolated. I will assume 'none' for governance flags as the formal report is clean, or potentially flag the record-keeping issue if interpreted as an admission. Given the rule 'only serious explicitly-stated matters', and the formal report says 'no material matters', I will lean towards none, but the fragmented text is suspicious. Let's look at the quote: 'ig records were not kept adequately'. This is not a complete sentence. The formal report says 'no material matters... accounting records were not kept in accordance with section 130'. This means the examiner DID NOT find that records were inadequate. So the fragmented text is likely noise. I will set governance_flags to empty array.)
“In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect: e accounting records were not kept in accordance with section 130 of the Charities Act or e the accounts do not accord with the accounting records” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Accounts independently examined (not a full audit). Discloses 4 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.
- Complaints handling
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Trustee expenses policy and procedures
- Volunteer management
- Andrew Keen
- Brian John Bowditch
- CHRISTINE HELEN SMITH
- Guy Yea
- Kathleen Hill
- Margaret Jones
- Paul Jones
- Richard Fee
- Ritsaert von Oven
- Sylvia Rutley
- Victor James Abbott · trustee of 1 other charity
Trustee list from the Charity Commission register (current, not historical).
Operates in: Devon
Income and spending
Common questions
Is IVYBRIDGE U3A financially healthy?
Per its FY2025 accounts: The accounts state that net assets increased from £10,372 to £11,560 during the year, reflecting a surplus of £1,188 on receipts and payments. All funds are unrestricted, and the charity holds cash balances across multiple Lloyds accounts totaling £11,560. The independent examiner reported no material matters coming to their attention regarding the accounts or accounting records. Its FY2025 accounts were independently examined.