UPHOLLAND AND DISTRICT U3A
Provision of educational, social, and recreational activities through the voluntary efforts of U3A members
Financial health, per its FY2026 accounts
The accounts state that total funds increased to £40,177 as of March 2026, with reserves held in cash and investments exceeding the charity's stated policy target of £12,800. The Treasurer reports that the current account surplus reversed a previous deficit, placing the charity in a 'healthy' and 'reasonable' financial position. The accounts were prepared on a receipts and payments basis, with no mention of trading subsidiaries or pension deficits.
What the accounts disclose
“The principal source of income this year is from subscriptions.” — page 5
“Based on this calculation reserves of cash should be £12800 at the end of the year (based on expenditure in 2025/2026).”
Trustees
- Alan Hough
- Barbara Beesley
- Elizabeth Turton
- Marion Logan
- Neil Duncan Stevenson
- Pauline Occleshaw
- Stella Esther Connor
- Valerie Garner
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £71k | £67k |
| 31/03/2025 | £74k | £71k |
| 31/03/2024 | £64k | £62k |
| 31/03/2023 | £62k | £63k |
| 31/03/2022 | £36k | £34k |
Common questions
Is UPHOLLAND AND DISTRICT U3A financially healthy?
Per its FY2026 accounts: The accounts state that total funds increased to £40,177 as of March 2026, with reserves held in cash and investments exceeding the charity's stated policy target of £12,800. The Treasurer reports that the current account surplus reversed a previous deficit, placing the charity in a 'healthy' and 'reasonable' financial position. The accounts were prepared on a receipts and payments basis, with no mention of trading subsidiaries or pension deficits. Its FY2026 accounts were independently examined.