BRIDGNORTH & DISTRICT U3A
Regular monthly meetings open to all members with a guest speaker covering a range of topics that are both interesting and educational. Activity and Interest Groups covering educational, recreational and leisure pursuits are organised by member volunteers. Many of these help to keep the mind active and improve physical fitness. This charity operates in Bridgnorth and the surrounding locality.
Financial health, per its FY2025 accounts
The accounts state that the charity held total unrestricted funds of £14,432 at the end of the financial year, which exceeds its stated reserves policy target of £5,000. Although the charity reported a £918 shortfall between total receipts and payments for the year, the trustees consider this acceptable given the healthy level of funds held.
What the accounts disclose
“Members' Activity payments: fL8,743” — page 4
“The Trustees have agreed to maintain a balance of unrestricted funds of f 5,000 to cover the costs of ciosure or unforeseen events.” — page 5
“Our financial transactions are recorded and analysed using proprietary 'Beacon' software, provided by our u3a umbrella organisation, the Third Age Trust (TAT).” — page 5
Register events
- Received assets from another charity (19/12/2022)
Trustees
- Alan Roderick Greenhalgh
- Elizabeth Mary Ross
- Ellen Mary Harris
- Heather Yarwood
- Jane Jasper
- Janet Hardy
- John Andrew Barton
- Linda Mary Barton
- Linda Ruston
- Susan Elizabeth Hannah
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £27k | £28k |
| 31/03/2024 | £22k | £21k |
| 31/03/2023 | £18k | £15k |
| 31/03/2022 | £1k | £2k |
| 31/03/2021 | £6k | £6k |
Common questions
Is BRIDGNORTH & DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity held total unrestricted funds of £14,432 at the end of the financial year, which exceeds its stated reserves policy target of £5,000. Although the charity reported a £918 shortfall between total receipts and payments for the year, the trustees consider this acceptable given the healthy level of funds held. Its FY2025 accounts were independently examined.