SOLENT U3A TRUST
Educational lectures and visits. Study groups.
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 holds £12,708 in reserves and reports no financial risks due to steady annual income from membership fees. The trustees confirm that resources are adequate to cover unexpected expenditure or potential closure costs. The filing indicates a surplus for the year and confirms the accounts are prepared on a going concern basis.
What the accounts disclose
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- 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
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
Trustees
- Janet Lorraine Leechair
- Chris Veck
- Dennis Yeomans
- Frances MacEnri
- Gillian Smith
- JEAN RYAN
- Jean Ann Smith
- Maureen Anne Brown
- RICHARD RYAN
- SUSAN JACKSON
- SUSAN KAVANAGH
- Susan Marshall
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £26k | £26k |
| 31/01/2024 | £16k | £14k |
| 31/01/2023 | £4k | £4k |
| 31/01/2022 | £4k | £4k |
| 31/01/2021 | £2k | £4k |
Common questions
Is SOLENT U3A TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds £12,708 in reserves and reports no financial risks due to steady annual income from membership fees. The trustees confirm that resources are adequate to cover unexpected expenditure or potential closure costs. The filing indicates a surplus for the year and confirms the accounts are prepared on a going concern basis. Its FY2025 accounts were audited by Katie Smith ACCA.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 12/11/2008 | £718 | Update of Facilities |