THE HERTFORD AND DISTRICT U3A
Educational and Leisure time activities for middle aged and older people from Hertford and surrounding areas
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.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £10,029 for the year ended 31 December 2025, resulting in total unrestricted reserves increasing to £57,368. The trustees report that these reserves exceed their stated policy target of holding a minimum of six months' revenue expenditure. The filing confirms that resources are adequate to protect the continuity of the organization.
What the accounts disclose
“The Trustees guideline is that the general reserve be held representing a minimum of six months revenue expenditure within H&D.” — page 4
Policies the charity declares
- Complaints 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Christina Frances Knight
- Elizabeth Anne Cooper
- John Albert Moore
- Margaret Jean Mobley
- Moira Elaine Cholerton
- Myra Rae Campbell
- Patrick Clifford
- Robert Iain Knight
- Susan Jane Webb
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £30k | £20k |
| 31/12/2024 | £35k | £19k |
| 31/12/2023 | £27k | £35k |
| 31/12/2022 | £26k | £34k |
| 31/12/2021 | £27k | £31k |
Common questions
Is THE HERTFORD AND DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £10,029 for the year ended 31 December 2025, resulting in total unrestricted reserves increasing to £57,368. The trustees report that these reserves exceed their stated policy target of holding a minimum of six months' revenue expenditure. The filing confirms that resources are adequate to protect the continuity of the organization. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 14/07/2005 | £3k | Extending Activities with New Equipment |