THE PERSHORE AND DISTRICT U3A
The provision of a range of intellectual, physical and social activities in the form of lectures, talks visits and field excursions. The basis of the educational content comes from the membership and reflects their interest, expertese and interests. Much of the teaching is done inhouse.
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 IN THE AREA OF BENEFIT.
Financial health, per its FY2025 accounts
The accounts state that the charity is in a healthy financial position, supported by diligent control of accounts by the Treasurer. Membership has increased to 925, and the organization continues to host social events and support its groups. However, the Chair notes a significant challenge in encouraging more members to volunteer for essential roles.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- 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 conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/09/2025
- Volunteers: 90
Self-declared on the annual return for the financial year ending 30/09/2024
- Volunteers: 85
Self-declared on the annual return for the financial year ending 30/09/2023
- Volunteers: 80
Trustees
- Sally Whytechair
- Alison Jeynes
- Beatrice Mary Furse
- Daina Gromadzki
- Helen Barrett
- Ingrid Fox
- Janet Price
- John Wright
- Neil Christopher Fortin
- Rosemarie Ann Chandler
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £38k | £35k |
| 30/09/2024 | £34k | £32k |
| 30/09/2023 | £29k | £25k |
| 30/09/2022 | £21k | £21k |
| 30/09/2021 | £10k | £10k |
Common questions
Is THE PERSHORE AND DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity is in a healthy financial position, supported by diligent control of accounts by the Treasurer. Membership has increased to 925, and the organization continues to host social events and support its groups. However, the Chair notes a significant challenge in encouraging more members to volunteer for essential roles.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 15/06/2005 | £5k | Presentation equipment |
Charities like this
- BEESTON U3A
- WINDSOR AND DISTRICT U3A
- ODIHAM DISTRICT U3A
- U3A CRANLEIGH AND DISTRICT AREA
- THE FERNDOWN & DISTRICT U3A
- DUNMOW U3A
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PERSHORE AND DISTRICT U3A | £38k | — | 0 | unclear | — | no doubt |
| BEESTON U3A | £76k | — | — | unclear | — | no doubt |
| WINDSOR AND DISTRICT U3A | £42k | — | 0 | unclear | — | no doubt |
| ODIHAM DISTRICT U3A | £92k | — | — | unclear | — | no doubt |
| U3A CRANLEIGH AND DISTRICT AREA | £59k | — | 0 | no_policy | — | no doubt |
| THE FERNDOWN & DISTRICT U3A | £96k | — | 0 | unclear | — | no doubt |