UPHOLLAND AND DISTRICT U3A
Provision of educational, social, and recreational activities through the voluntary efforts of U3A members
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 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).”
Policies the charity declares
- Bullying and harassment 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
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee expenses policy and procedures
Trustees
- Alan Hough
- Barbara Beesley
- Dorothy Mary Walls
- Elizabeth Turton
- Marion Logan
- Neil Duncan Stevenson
- Pauline Occleshaw
- Stella Esther Connor
- Susan Jones
- 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.