BARNSLEY & DISTRICT U3A

Registered charity 1077654 · accounts filings on the Charity Commission register

PROVIDING EDUCATIONAL, LEISURE TIME AND RECREATIONAL FACILITIES FOR OLDER PEOPLE NO LONGER IN FULL TIME EMPLOYMENT IN BARNSLEY AND ITS SURROUNDING LOCALITY

Objects

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 Barnsley and the surrounding locality.

Area of benefit: BARNSLEY AND DISTRICT

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · website · Get email alerts

Latest income

£62k

Latest spending

£72k

Registered

1999

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's final total income was £61,562.71 against final total expenses of £70,858.71, resulting in a decrease in reserves from £27,641.21 to £17,780.16. The independent examiners reported that the accounts give a fair and true view but highlighted concerns regarding internal controls and compliance with charity regulations.

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

What the accounts disclose

Governance: The independent examiners raised concerns about paying other charities through the books, stating 'it was my understanding that we cannot pay another charity through the books, this was a Charity Commission requirement' and questioning if regulations had changed.

“In respect of our being able to pay other Charities through the books, I have spoken with Alan Swann before putting this together and he is of the same opinion as me and was aghast that they were still bring paid this way, despite the fact that this was brought up at last years audit.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

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
Campaigns and political activity policy and procedures
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
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

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

Trustees · trustee networks

Pauline Buttlingchair
Catherine Kasparek
Frederick Brookes
Hannah Mary Lucas
Helen Katherine Rose
Helen Marie Dew
Jean Mary Embury
Niall Clarke
Susan Wilson
Vanda Margaret Outram

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

Operates in: Barnsley

Income and spending

Financial year end	Income	Spending
31/03/2025	£62k	£72k
31/03/2024	£65k	£62k
31/03/2023	£69k	£66k
31/03/2022	£7k	£5k
31/03/2021	£21k	£19k

Common questions

Is BARNSLEY & DISTRICT U3A financially healthy?

Per its FY2025 accounts: The accounts state that the charity's final total income was £61,562.71 against final total expenses of £70,858.71, resulting in a decrease in reserves from £27,641.21 to £17,780.16. The independent examiners reported that the accounts give a fair and true view but highlighted concerns regarding internal controls and compliance with charity regulations. Its FY2025 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Community Fund	24/07/2006	£2k	IT projection equipment purchase & training skills costs