FURNESS UNIVERSITY OF THE THIRD AGE (U3A)
Operates interest groups for retired people in Furness area of Cumbria
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 FY2026 accounts
The charity ended the financial year with a net surplus of £988.48 and unrestricted reserves of £16,036.36, which exceeds the trustees' stated target of £9,000. The accounts state there are no current liabilities and future outgoings are budgeted to be covered by member subscriptions. The trustees judge the charity to be a going concern for the foreseeable future.
What the accounts disclose
“A reserve level of £9000 has been identified as an appropriate target to cover the month-on-month variations in liquidity and to allow for financial cover in the (unlikely) event of Furness u3a ceasing to operate.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- 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
- Safeguarding policy and procedures
- Serious incident reporting 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 31/01/2026
- Volunteers: 60
Self-declared on the annual return for the financial year ending 31/01/2025
- Volunteers: 60
Self-declared on the annual return for the financial year ending 31/01/2024
- Volunteers: 50
Trustees
- Adrian Morris
- Anthony Neil McLaughlin Cook
- Dawn Morris
- Duncan Platts
- Gary Thompson
- Harry Knowles
- Linda Marshall
- Richard Lewis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2026 | £27k | £23k |
| 31/01/2025 | £51k | £50k |
| 31/01/2024 | £28k | £29k |
| 31/01/2023 | £17k | £17k |
| 31/01/2022 | £11k | £10k |
Common questions
Is FURNESS UNIVERSITY OF THE THIRD AGE (U3A) financially healthy?
Per its FY2026 accounts: The charity ended the financial year with a net surplus of £988.48 and unrestricted reserves of £16,036.36, which exceeds the trustees' stated target of £9,000. The accounts state there are no current liabilities and future outgoings are budgeted to be covered by member subscriptions. The trustees judge the charity to be a going concern for the foreseeable future. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 18/03/2008 | £1k | U3A Monthly Meetings Equipment |
Charities like this
- UNIVERSITY OF THE THIRD AGE FARNBOROUGH AND DISTRICT
- BURTON-ON-TRENT UNIVERSITY OF THE THIRD AGE (U3A)
- BURTON JOYCE & DISTRICT U3A
- GRAVESEND, NORTHFLEET&DISTRICT UNIVERSITY OF THE THIRD AGE (U3A)
- CANTERBURY AND DISTRICT UNIVERSITY OF THE THIRD AGE
- MILTON KEYNES U3A (UNIVERSITY OF THE THIRD AGE)
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| FURNESS UNIVERSITY OF THE THIRD AGE (U3A) | £27k | — | 0 | above | — | no doubt |
| UNIVERSITY OF THE THIRD AGE FARNBOROUGH AND DISTRICT | £136k | — | 0 | above | — | no doubt |
| BURTON-ON-TRENT UNIVERSITY OF THE THIRD AGE (U3A) | £99k | — | 0 | unclear | — | no doubt |
| BURTON JOYCE & DISTRICT U3A | £28k | — | 0 | unclear | — | no doubt |
| GRAVESEND, NORTHFLEET&DISTRICT UNIVERSITY OF THE THIRD AGE (U3A) | £34k | — | 0 | above | — | no doubt |
| CANTERBURY AND DISTRICT UNIVERSITY OF THE THIRD AGE | £54k | — | 0 | unclear | — | no doubt |