THE FERNDOWN & DISTRICT U3A
The Charity provides educational , recreational and social activities in the Ferndown area of Dorset for those no longer in full-time employment. Currently there about 92 groups. Most activities are held from mid-September until the end of May. The subscription is £58 for our accounting year. We have approximately 611 members.
Objects
1) TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF MIDDLE AGED AND OLDER PEOPLE WHO ARE NOT IN FULL TIME GAINFUL EMPLOYMENT IN FERNDOWN AND ITS 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
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a combined surplus of £7,644.00 for the year ended 31 May 2025, with an accumulated fund of £41,983.33. The trustees report that resources are adequate and the independent examiner confirmed no material matters require attention for a proper understanding of the accounts.
What the accounts disclose
“Membership subscriptions £ 37,626.00”
Policies the charity declares
- 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
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- Josephine Anne Huttonchair
- Angela Margaret Larcombe
- Anthony Stephen Clarke
- DAVID MICHAEL LAMB
- Deborah Margaret Gill
- Dr Ansuya Patel
- Joan Marshall Brearley
- Judith Christine Hodges
- Linda Joan Pallister
- Lynda Elise Lily Pas
- Malcolm Gill
- PAUL ELLIS
- Patricia Anne Sharp
- Robert Lyndon Wellman
- VALARIE ANN TUCKER
- Vivian Lee Dedman
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/05/2025 | £96k | £91k |
| 30/05/2024 | £73k | £72k |
| 30/05/2023 | £55k | £57k |
| 30/05/2022 | £43k | £57k |
| 30/05/2021 | £26k | £18k |
Common questions
Is THE FERNDOWN & DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a combined surplus of £7,644.00 for the year ended 31 May 2025, with an accumulated fund of £41,983.33. The trustees report that resources are adequate and the independent examiner confirmed no material matters require attention for a proper understanding of the accounts. Its FY2025 accounts were independently examined.