MONMOUTH U3A
Educational Activities
Latest income
£54k
Latest spending
£54k
Registered
2002
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that the charity holds total unrestricted reserves of £10,679, which is above the stated reserves policy target of £8,000. The trustees confirm that the charity is able to continue as a going concern with no material uncertainties identified regarding its financial position.
What the accounts disclose
Reserves policy: three months of unrestricted expenditure (held: £11k)
“To keep £8,000.00 (Eight thousand pounds) in reserves. This equates to twelve months of operational costs to meet any unforeseen expenditure that may occur.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
- Professor Averil Mary Macdonaldchair
- Aidan Llewellyn Hodgson
- David Milledge
- Frank Andrew Birch
- Janet Louise McLagan
- Joanna Mary Handley
- Linda Wright
- Monica Christina Lofgren
- Neil Andrew Hines
- Philip Chadwick
- Philip Hewitt
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £54k | £54k |
| 30/06/2024 | £8k | £7k |
| 30/06/2023 | £6k | £7k |
| 30/06/2022 | £5k | £8k |
| 30/06/2021 | £7k | £5k |
Common questions
Is MONMOUTH U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds total unrestricted reserves of £10,679, which is above the stated reserves policy target of £8,000. The trustees confirm that the charity is able to continue as a going concern with no material uncertainties identified regarding its financial position. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 14/08/2006 | £5k | Computer and presentation equipment |
| The National Lottery Community Fund | 19/10/2004 | £5k | Unspecified |