EXETER U3A
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 Exeter and surrounding district.
Objects
The Charity's object is 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 Exeter and surrounding district.
Financial health, per its FY2026 accounts
The accounts state that the charity ended the year with unrestricted cash funds of £23,614, an increase from £20,508 the previous year, resulting in a net surplus of £3,106. The trustees describe the organization as being in a 'financially sound position' supported by growing membership and turnover. No specific reserves policy target is stated in the document.
What the accounts disclose
“Membership Fees 19,621”
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
- 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
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 70
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 70
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 70
Trustees
- Ann Louise Harper
- Annabel Dominique Nater-Andreae
- Elaine Thornton
- Harriet Rutherford Smith
- Ian Donald Murray
- Mark Steven Hall
- Mary-Jane Hannah Morgan
- Pamela Spencer
- Rosemary Jane Hydar
- Sue Spence
- Terry Ancell
- Virginia Rosenfeld
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £28k | £25k |
| 31/03/2025 | £26k | £23k |
| 31/03/2024 | £18k | £19k |
| 31/03/2023 | £14k | £16k |
| 31/03/2022 | £9k | £9k |
Common questions
Is EXETER U3A financially healthy?
Per its FY2026 accounts: The accounts state that the charity ended the year with unrestricted cash funds of £23,614, an increase from £20,508 the previous year, resulting in a net surplus of £3,106. The trustees describe the organization as being in a 'financially sound position' supported by growing membership and turnover. No specific reserves policy target is stated in the document.
Charities like this
- TOWCESTER U3A
- WETHERBY & DISTRICT U3A
- U3A CRANLEIGH AND DISTRICT AREA
- CHESTER U3A
- UPMINSTER U3A
- CHICHESTER U3A
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| EXETER U3A | £28k | — | 0 | unclear | — | no doubt |
| TOWCESTER U3A | £47k | — | — | unclear | — | no doubt |
| WETHERBY & DISTRICT U3A | £48k | — | 0 | unclear | — | no doubt |
| U3A CRANLEIGH AND DISTRICT AREA | £59k | — | 0 | no_policy | — | no doubt |
| CHESTER U3A | £45k | — | 0 | unclear | — | no doubt |
| UPMINSTER U3A | £36k | — | 0 | unclear | — | no doubt |