THE COUNTESTHORPE U3A
To advance the education of the public and in particular the education of middle aged and older people who are not in fulltime gainful employment and 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.
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 the charity reported a net loss of £477 for the year, resulting in a reduction of unrestricted funds from £17,186 to £16,709. Per the trustees' report, reserves remain at a satisfactory level, maintaining a policy target of roughly twelve months of outgoings. The trustees are satisfied the charity is in a stable financial position with no known contingent liabilities.
What the accounts disclose
“The u3a’s policy on reserves is to maintain these at a level roughly equal to twelve months of outgoings.” — page 6
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- Dorothy Ivattchair
- BARRY HILLYARD
- BERYL LISHMAN
- DAVID HETTERLEY
- Gillian Brown
- Gillian Greany
- JILL CLAYTON
- Janine Tibbles
- Margaret Cronin
- Neill Brown
- Rev David Hebblewhite
- Robert Paterson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £58k | £58k |
| 31/03/2024 | £66k | £65k |
| 31/03/2023 | £67k | £65k |
| 31/03/2022 | £42k | £45k |
| 31/03/2021 | £7k | £7k |
Common questions
Is THE COUNTESTHORPE U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net loss of £477 for the year, resulting in a reduction of unrestricted funds from £17,186 to £16,709. Per the trustees' report, reserves remain at a satisfactory level, maintaining a policy target of roughly twelve months of outgoings. The trustees are satisfied the charity is in a stable financial position with no known contingent liabilities. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 21/01/2008 | £1k | Carpet Bowls Group |
| The National Lottery Community Fund | 18/03/2005 | £5k | Computer Equipment |