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SOUTHWELL AND DISTRICT, NOTTINGHAMSHIRE U3A

Registered charity 1132337 · accounts filings on the Charity Commission register

To advance the education of the public and in particular the education of older people no longer in full time gainful employment in Southwell and its surrounding locality.

Causes: Education/training · Arts/culture/heritage/science · Amateur Sport · Recreation · website · Get email alerts

Latest income
£65k
Latest spending
£63k
Registered
2009
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds total unrestricted reserves of £2,823 against a policy target of not exceeding six months of total annual expenditure. The document notes a total surplus across three accounts of £2,403, comprising £2,823 in unrestricted funds and a £420 deficit in restricted funds.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £3k; policy: not to exceed the equivalent of 6 months total annual expenditure)
“The charity holds three accounts with a total surplus at the end of the financial year of £2403 (£2823 unrestricted funds and -£420 restricted funds)”
Per its FY2025 accounts as filed with the Charity Commission.

Discloses 4 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Nottinghamshire

Income and spending

Financial year endIncomeSpending
31/03/2025£65k£63k
31/03/2024£53k£47k
31/03/2023£58k£47k
31/03/2022£25k£23k
31/03/2021£7k£15k

Common questions

Is SOUTHWELL AND DISTRICT, NOTTINGHAMSHIRE U3A financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds total unrestricted reserves of £2,823 against a policy target of not exceeding six months of total annual expenditure. The document notes a total surplus across three accounts of £2,403, comprising £2,823 in unrestricted funds and a £420 deficit in restricted funds.