THE CARDIFF U3A

Registered charity 1033518 · accounts filings on the Charity Commission register · also known as CARDIFF U3A

Lifelong learning and social activities for those who have finished the main part of their working life.

Objects

THE CHARITY’S OBJECT (‘THE OBJECT’) IS THE ADVANCEMENT OF EDUCATION, AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE AND THOSE RETIRED FROM FULL TIME WORK, BY ALL MEANS INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT IN CARDIFF AND ITS SURROUNDING AREA.

Area of benefit: CARDIFF AND SURROUNDING AREA

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 · Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that Cardiff u3a was in a healthy financial position at the year end, having made a surplus of £523. The charity holds £14,000 in reserves, which the trustees believe are at the correct level to meet financial commitments in the event of closure. Membership fees were reduced for the 2024/25 period as a larger surplus was not required.

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.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• 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
• Investing charity funds policy and procedures
• Risk management
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Trustees · trustee networks

• Mary Margaret Richardschair
• Catherine Jewsbury
• David Geoffrey Munson
• Dr Jennifer Kay Richmond
• Elizabeth Meryl James
• Engela Elizabeth Ferner
• Hugh Melvyn Jones
• Karen Olds
• Richard Michael Noble
• Rosemary Joy Griffiths

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

Operates in: Cardiff

Income and spending

Common questions