BUSHEY AND DISTRICT U3A
(i) to advance the education of the public and in particular the education of older people no longer in full time gainful employment in Bushey, Hertfordshire and its surrounding locality,(ii) to provide 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's finances remain in a healthy state, with an accumulated surplus of £11,003 following a year-end deficit of £7,472. The trustees maintain reserves at an appropriate level to replace equipment and fund requirements without recourse to members.
What the accounts disclose
“Gift Aid continues to provide additional income of just under £4 for each registered member” — page 3
“Our policy is to maintain reserves at an appropriate level in order to ensure the ability to replace equipment and fund other U3A requirements as required, without recourse to our members.”
Policies the charity declares
- Internal charity financial controls policy and procedures
- Risk management
- Safeguarding 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 31/03/2024
- Volunteers: 80
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 70
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 08/02/2024, 8 days after the 31/01/2024 due date).
Trustees
- Andrew Gunton
- Ann Wendy Wright
- Anthony Baron
- Gill Freed
- Gillian Gurner
- Pearl Mcmanus
- Richard Lampert
- Stephanie Benjamin
- susan galan
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £30k | £36k |
| 31/03/2024 | £36k | £33k |
| 31/03/2023 | £26k | £22k |
| 31/03/2022 | £5k | £9k |
| 31/03/2021 | £17k | £12k |
Common questions
Is BUSHEY AND DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity's finances remain in a healthy state, with an accumulated surplus of £11,003 following a year-end deficit of £7,472. The trustees maintain reserves at an appropriate level to replace equipment and fund requirements without recourse to members. Its FY2025 accounts were independently examined.
Charities like this
- WHITWICK AND DISTRICT U3A
- CHESTER U3A
- HGS U3A
- WETHERBY & DISTRICT U3A
- EXETER U3A
- U3A CRANLEIGH AND DISTRICT AREA
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BUSHEY AND DISTRICT U3A | £30k | — | 0 | unclear | — | no doubt |
| WHITWICK AND DISTRICT U3A | £28k | — | 0 | above | — | no doubt |
| CHESTER U3A | £45k | — | 0 | unclear | — | no doubt |
| HGS U3A | £53k | — | 0 | unclear | — | no doubt |
| WETHERBY & DISTRICT U3A | £48k | — | 0 | unclear | — | no doubt |
| EXETER U3A | £28k | — | 0 | unclear | — | no doubt |