STOKESLEY & DISTRICT U3A
Education & Activities with retired people. (i.e. no longer in full time employment.)
Objects
THE CHARITY’S OBJECT (‘THE 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 STOKESLEY AND SURROUNDING AREA.
Financial health, per its FY2025 accounts
The accounts provided are a narrative annual report and do not contain financial statements, so financial health metrics such as reserves or income/expenditure balances are not disclosed. The organization funds its activities through member subscriptions, attendance fees, and donations, with trips aiming to break even.
What the accounts disclose
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
- 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
Trustees
- Carol Ann Rowntree
- Dermot James Roddy
- Diane Bush
- HERMIONE WAPPAT
- Ian McCulley
- Karen Tyerman
- Martin Sutton
- Peter Atkinson
- Peter David Collins
- Peter James Irvin
- Therese Fox
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £31k | £31k |
| 31/07/2024 | £30k | £26k |
| 31/07/2023 | £31k | £26k |
| 31/07/2022 | £22k | £20k |
| 31/07/2021 | £370 | £5k |
Common questions
Is STOKESLEY & DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts provided are a narrative annual report and do not contain financial statements, so financial health metrics such as reserves or income/expenditure balances are not disclosed. The organization funds its activities through member subscriptions, attendance fees, and donations, with trips aiming to break even.