BARNET U3A
Facilitating education and training for older/elderly persons in the Barnet/North London area
Objects
1 TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN PARTICULAR THE EDUCATION OF OLDER PEOPLE NO LONGER IN FULL TIME GAINFUL EMPLOYMENT IN BARNET AND ITS SURROUNDING LOCALITY.2 THE PROVISION OF FACILITIES FOR LEISURE TIME AND RECREATIONAL ACTIVITIES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE ABOVE PERSONS IN THE INTERESTS OF THEIR SOCIAL WELFARE.
Financial health, per its FY2025 accounts
The accounts state a net surplus of £8,203 for the general fund, bringing total funds carried forward to £46,035. The trustees report that reserves are adequate to meet current requirements and anticipated cost increases. The charity's membership grew to 1,886, with income primarily derived from subscriptions and gift aid.
What the accounts disclose
“Surplus funds may arise in the course of normal activities and the committee believes these should be applied for the benefit of all current membership, subject to maintaining appropriate reserves.” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Averill Lovatt
- Hasan Mustafa
- James Jenkins
- Jenny Murley
- Joanna Tambouridou
- Johannah Fischer
- Johanne Carstairs
- John Bent
- Susan Price
- Trevor John Orr
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/11/2025 | £135k | £129k |
| 30/11/2024 | £117k | £109k |
| 30/11/2023 | £102k | £94k |
| 30/11/2022 | £84k | £89k |
| 30/11/2021 | £48k | £58k |
Common questions
Is BARNET U3A financially healthy?
Per its FY2025 accounts: The accounts state a net surplus of £8,203 for the general fund, bringing total funds carried forward to £46,035. The trustees report that reserves are adequate to meet current requirements and anticipated cost increases. The charity's membership grew to 1,886, with income primarily derived from subscriptions and gift aid. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 20/01/2016 | £10k | U3A Healthy Living |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 1 | £293k |
| JOHN LYON'S CHARITY | 1 | £250k |
| TRUST FOR LONDON | 1 | £142k |
| THE MAYOR OF LONDON'S FUND FOR YOUNG MUSICIANS | 1 | £71k |
| CHARITY OF SIR RICHARD WHITTINGTON | 1 | £65k |
| HAMPSTEAD GARDEN SUBURB FELLOWSHIP | 1 | £24k |
| THE GEORGE AND ESME POLLITZER CHARITABLE SETTLEMENT | 1 | £10k |
| THE YOUNG BARNET FOUNDATION | 1 | £4k |
Charities like this
- AGE UK BARNET
- THE YOUNG BARNET FOUNDATION
- BARNET CARERS CENTRE
- BARNET CITIZENS ADVICE BUREAU
- BARNET EDUCATION ARTS TRUST
- U3A IN LONDON
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BARNET U3A | £135k | — | 0 | above | — | no doubt |
| AGE UK BARNET | £3.5m | £60,001 - £70,000 | 1 | within | — | no doubt |
| THE YOUNG BARNET FOUNDATION | £1.2m | £60,000 - £69,999 | 1 | above | — | no doubt |
| BARNET CARERS CENTRE | £1.8m | — | 0 | above | — | no doubt |
| BARNET CITIZENS ADVICE BUREAU | £1.5m | — | — | above | — | no doubt |
| BARNET EDUCATION ARTS TRUST | £2.0m | £60,001 - £70,000 | 1 | above | — | no doubt |