THE WARWICK DISTRICT U3A
TO ADVANCE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULL-TIME EMPLOYMENT. TO PROVIDE APPROPRIATE FACILITIES AND RESOURCES TO THIS END.
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 unrestricted funds increased to £16,649, exceeding the stated reserves policy target of £9,932 (six months of unrestricted expenditure). The charity reports a healthy cash buffer and confirms it is a going concern with membership numbers exceeding pre-pandemic levels.
What the accounts disclose
“WDu3a has determined that general (i.e. unrestricted) reserves should be held at a level of at least six months unrestricted expenditure. Based on 2024-25 unrestricted cash expenditure of f19,864 this amounts to 89,932.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Risk management
- Safeguarding policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- Annette Clare Johnsonchair
- ANNE Margaret Powell
- Ann Bailey
- Jennifer Hemming
- Jennifer Kathleen Hasnip
- Sam Sexton
- Susan Meeks
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £101k | £94k |
| 31/08/2024 | £65k | £59k |
| 31/08/2023 | £38k | £40k |
| 31/08/2022 | £37k | £37k |
| 31/08/2021 | £16k | £10k |
Common questions
Is THE WARWICK DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds increased to £16,649, exceeding the stated reserves policy target of £9,932 (six months of unrestricted expenditure). The charity reports a healthy cash buffer and confirms it is a going concern with membership numbers exceeding pre-pandemic levels. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 13/07/2005 | £1k | improve quality of presentations at meetings and lectures |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 1 | £112k |
| THE 29TH MAY 1961 CHARITY | 1 | £15k |
| THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS) | 1 | £15k |
| THE MICHAEL MARSH CHARITABLE TRUST | 1 | £3k |
| THE WARWICKSHIRE MASONIC CHARITABLE ASSOCIATION LIMITED | 1 | £3k |
| THE GRIMMITT TRUST | 1 | £2k |
| DUMBRECK CHARITY | 1 | £1k |
Charities like this
- WEST WARWICKSHIRE SPORTS COMPLEX LTD
- THE WARWICK TRUST
- 2ND WARWICK SEA SCOUT GROUP
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WOLSTON, ST MARGARET'S
- AGE UK COVENTRY AND WARWICKSHIRE
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PAUL WARWICK
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE WARWICK DISTRICT U3A | £101k | — | 0 | above | — | no doubt |
| WEST WARWICKSHIRE SPORTS COMPLEX LTD | £383k | — | 0 | above | — | no doubt |
| THE WARWICK TRUST | £153k | — | 0 | above | — | no doubt |
| 2ND WARWICK SEA SCOUT GROUP | £151k | — | 0 | above | 4.0% | no doubt |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WOLSTON, ST MARGARET'S | £100k | — | 0 | unclear | — | noted |
| AGE UK COVENTRY AND WARWICKSHIRE | £4.7m | £90,001 - £100,000 | — | above | — | no doubt |