UTTOXETER & DISTRICT U3A
To encourage and enable older people, no longer in full-time paid employment, to help each other to share their knowledge, skills, interests and experience.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves were £9,736.51 at the end of the year, held to cover four months of operational costs. The charity reported a surplus of £1,921.62 for the period, with total income of £28,864.99 and total expenditure of £26,943.37. The trustees identified the main financial risk as a loss of funding from reduced membership and fees, but no material uncertainties were disclosed.
What the accounts disclose
“The funds are held to cover 4 months operational costs in the event of a loss of income”
Trustees
- Robert James Hawkinschair
- Caroline Margaret Derry
- Dr Jennifer Lingham
- Hazel Glover
- Jennifer Tomann
- Kevin Mason
- Margaret Rose Bellchambers
- Pamela Joyce Merrett IPC
- Paul Royston Kempson
- Richard Forster Towler
- Russell Whitehurst
- Simon Paul Haas
- Susan Dawn Walsh
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £29k | £27k |
| 31/03/2024 | £29k | £26k |
| 31/03/2023 | £24k | £21k |
| 31/03/2022 | £10k | £9k |
| 31/03/2021 | £1k | £7k |
Common questions
Is UTTOXETER & DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves were £9,736.51 at the end of the year, held to cover four months of operational costs. The charity reported a surplus of £1,921.62 for the period, with total income of £28,864.99 and total expenditure of £26,943.37. The trustees identified the main financial risk as a loss of funding from reduced membership and fees, but no material uncertainties were disclosed.