WETHERBY & DISTRICT U3A
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 IN THE AREA OF BENEFIT.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £1,145 for the period, with total income of £48,401 and total expenditure of £47,257. The trustees maintain a reserves policy of 12 months' running costs, with actual free reserves held at £30,157. The document does not disclose any material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Our Policy is to maintain a level of reserves at 12 months running costs of our organisation.”
Trustees
- George Barry Atkinson
- Jennifer Grover
- Linda Judith Richards
- Robert Kenneth Fisher
- Sue Howe
- Timothy Mallett
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £48k | £47k |
| 31/03/2024 | £44k | £46k |
| 31/03/2023 | £34k | £33k |
| 31/03/2022 | £22k | £23k |
| 31/03/2021 | £15k | £13k |
Common questions
Is WETHERBY & DISTRICT U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £1,145 for the period, with total income of £48,401 and total expenditure of £47,257. The trustees maintain a reserves policy of 12 months' running costs, with actual free reserves held at £30,157. The document does not disclose any material uncertainties regarding the charity's ability to continue as a going concern.