u3a in Bath
The object of the group is 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 in Bath and surrounding areas
Financial health, per its FY2026 accounts
The accounts state that total unrestricted funds increased to £44,324, while the charity maintains a reserves policy target of six months' gross expenditure. The organization is entirely run by volunteers and reports a net incoming resource for the year, with cash balances held across multiple bank accounts.
What the accounts disclose
“The Trustees believe that the retained reserves should be equivalent to six months gross expenditure.” — page 9
Trustees
- Judith Anne Greenchair
- Barbara Janet Thomas
- Dawn Scarisbrick-Rowe
- Dr Susan Oldfield
- John Weinle Mr
- Richard Marke Mr
- Sheila Sandra Nicholson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 28/02/2026 | £91k | £85k |
| 28/02/2025 | £75k | £68k |
| 29/02/2024 | £63k | £65k |
| 28/02/2023 | £55k | £58k |
| 28/02/2022 | £22k | £22k |
Common questions
Is u3a in Bath financially healthy?
Per its FY2026 accounts: The accounts state that total unrestricted funds increased to £44,324, while the charity maintains a reserves policy target of six months' gross expenditure. The organization is entirely run by volunteers and reports a net incoming resource for the year, with cash balances held across multiple bank accounts. Its FY2026 accounts were independently examined.