WHITBY WHALER U3A

Registered charity 1031689 · accounts filings on the Charity Commission register

Whitby Whaler U3A aims to increase and widen the provision of informal adult learning opportunities for third agers throughout the Whitby area, to enable members to pursue their interests, keep active and make new friends, improving members lives and enriching the local community.

Objects

1 TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE IN WHITBY AND IN THE SURROUNDING LOCALITY. 2 THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE

Area of benefit: WHITBY AND ITS SURROUNDING LOCALITY

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 · Recreation · website · Get email alerts

Latest income

£96k

Latest spending

£88k

Registered

1994

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved an overall surplus of £8,140.87 for the year, following previous deficits, and holds cash reserves of £29,895.85. However, the trustees note a governance risk regarding the difficulty in finding volunteers to fill key officer roles in the future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: membership fees

“During the financial year 2024-25 the charity’s main account saw a total income of £46,008.10, made up almost entirely of members class fees and annual membership subscriptions.”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: 6-12 months of expected expenditure (held: £30k)

“As recommended by the national Third Age Trust umbrella organisation to which we are affiliated, we aim to hold sufficient reserves to meet expected expenditure for 6-12 months.”

Per its FY2025 accounts as filed with the Charity Commission.

Going concern: noted by the trustees or auditor

“We are currently struggling to find members willing to step up to shadow the key offices of Chair, Treasurer and Secretary required by our constitution, so that they can take on the roles when the incumbent officers need to step down.”

Per its FY2025 accounts as filed with the Charity Commission.

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
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

Trevor William Barrowcliffechair
Janice Shade
Sandra Jane Goodship
Sheila Sloan

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

Operates in: North Yorkshire

Income and spending

Financial year end	Income	Spending
31/07/2025	£96k	£88k
31/07/2024	£33k	£35k
31/07/2023	£31k	£36k
31/07/2022	£28k	£29k
31/07/2021	£9k	£4k

Common questions

Is WHITBY WHALER U3A financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved an overall surplus of £8,140.87 for the year, following previous deficits, and holds cash reserves of £29,895.85. However, the trustees note a governance risk regarding the difficulty in finding volunteers to fill key officer roles in the future.