SHOREHAM & SOUTHWICK U3A
To advance education for people not in full time employment with the study of a variety of topics, organised, led, and where applicable researched by the members. Provide the opportunity to pursue learning for sheer enjoyment. Provide the facilities for leisure time and recreational activities with the object of improving the conditions of life for older people in the interests of 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, IN SHOREHAM, SOUTHWICK AND SURROUNDING DISTRICT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted cash reserves stood at £16,381 as of 31 July 2025, with a stated policy to hold funds covering six months of operational costs. The trustees note that the main financial risk is the loss of income from membership subscriptions and intend to reduce reserves in a planned manner. The independent examiner confirmed that no material matters came to their attention regarding the accounting records or their accuracy.
What the accounts disclose
“Our main source of funding is membership subscription.” — page 5
“We aim to hold funds to cover 6 months of operational costs in the event of loss of income and to meet any unforeseen expenditure that may occur.”
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Diane Susan Coe
- Frances Olivier - Kay
- Joanne Matthews
- Karen Hewitt
- Laura Watson
- Lesley Jane Scarff
- Lesley Mason
- Liz Gibbs
- ROSS WORKMAN
- Sheila Brady
- Susan Lawrence
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £30k | £28k |
| 31/07/2024 | £23k | £26k |
| 31/07/2023 | £20k | £21k |
| 31/07/2022 | £16k | £18k |
| 31/07/2021 | £6k | £8k |
Common questions
Is SHOREHAM & SOUTHWICK U3A financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted cash reserves stood at £16,381 as of 31 July 2025, with a stated policy to hold funds covering six months of operational costs. The trustees note that the main financial risk is the loss of income from membership subscriptions and intend to reduce reserves in a planned manner. The independent examiner confirmed that no material matters came to their attention regarding the accounting records or their accuracy. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 11/12/2007 | £9k | Laptops and Other Equipment |