BURY ST EDMUNDS BRANCH OF THE THIRD AGE TRUST(U3A)

Registered charity 803112 · accounts filings on the Charity Commission register · also known as BURY ST EDMUNDS BRANCH OF THE THIRD AGE TRUST, U3A IN BSE, UNIVERSITY OF THE THIRD AGE IN BURY ST EDMUNDS

The Bury St Edmunds U3A is a self-help group of people who are no longer in full-time paid employment. Our activities include:A monthly lecture, open to all members. Meetings for new members and group organisers. Supporting over 80 self-organised interest groups covering a wide range of subjects. Occasional special events.

Objects

ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF MIDDLE AGED AND ELDERLY PEOPLE IN BURY ST. EDMUNDS AND THE SURROUNDING LOCALITY.

Area of benefit: BURY ST. EDMUNDS

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

Causes: Education/training · Arts/culture/heritage/science · Amateur Sport · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £1,315 for the year ended 31 July 2025, with unrestricted reserves held at £24,370. The Treasurer’s Report confirms that membership increased to 1,181, contributing to the financial surplus and allowing the committee to maintain the annual subscription at £15. Per the trustees' report, the organization is actively managing its growth and succession planning without any stated financial risks.

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 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
• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Safeguarding policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Carole Anne Rose
• Caroline Alice SAUL
• Douglas Edward Patterson · trustee of 1 other charity
• Dr Barbara Ann Wilson
• Joanne Marie Pettifer
• Martin William Shelley
• Michael Patrick Burt
• Michelle Vera Thompson
• Vincent Joseph McDonald

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

Operates in: Suffolk

Income and spending

Common questions