FURNESS UNIVERSITY OF THE THIRD AGE (U3A)

Registered charity 1118002 · accounts filings on the Charity Commission register

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.

Area of benefit: IN FURNESS AND ITS SURROUNDING LOCALITY.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Arts/culture/heritage/science · Amateur Sport · website · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Latest income
£27k
Latest spending
£23k
Registered
2007
Accounts read
FY2026

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.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: 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. (reserves figure: £16k)
“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.”
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
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

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund18/03/2008£1kU3A Monthly Meetings Equipment

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with UNIVERSITY OF THE THIRD AGE FARNBOROUGH AND DISTRICT.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
FURNESS UNIVERSITY OF THE THIRD AGE (U3A)£27k—0above—no doubt
UNIVERSITY OF THE THIRD AGE FARNBOROUGH AND DISTRICT FY2025£136k—0above—no doubt
BURTON-ON-TRENT UNIVERSITY OF THE THIRD AGE (U3A) FY2025£99k—0unclear—no doubt
BURTON JOYCE & DISTRICT U3A FY2025£28k—0unclear—no doubt
GRAVESEND, NORTHFLEET&DISTRICT UNIVERSITY OF THE THIRD AGE (U3A) FY2025£34k—0above—no doubt
CANTERBURY AND DISTRICT UNIVERSITY OF THE THIRD AGE FY2025£54k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.