FORMBY UNIVERSITY OF THE THIRD AGE

Registered charity 1161157 · accounts filings on the Charity Commission register · also known as FORMBY U3A

As an affiliated member of The Third Age Trust, Formby U3A offers its members an extensive range of educational/interest opportunities.

Objects

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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · website · Get email alerts

Latest income

£30k

Latest spending

£30k

Registered

2015

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity has a membership of 1,078 and runs 70 active groups. The document does not disclose any financial figures, reserves, or income/expenditure statements, so financial health cannot be assessed from the provided text.

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

What the accounts disclose

Governance: The document mentions difficulties in recruiting committee members and changing the constitution, but does not explicitly state a governance failure, regulator engagement, or late filing admission.

“It has been difficult to recruit new Committee members, and no one has come forward to replace Helen as Chair. For this reason, we must change the constitution to allow Committee members to serve longer than the usual 3 years.” — page 1

Per its FY2025 accounts as filed with the Charity Commission.

Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Complaints handling
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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Trustees · trustee networks

Andrew Dickinson
Christine Hosie
GRAHAM HIGLEY
Helen Lewandowska
Ian Robertson
Susan Robertson
Veronica Curtis
William Peter Russell

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

Operates in: Sefton

Income and spending

Financial year end	Income	Spending
31/12/2025	£30k	£30k
31/12/2024	£28k	£28k
31/12/2023	£20k	£20k
31/12/2022	£17k	£16k
31/12/2021	£12k	£10k

Common questions

Is FORMBY UNIVERSITY OF THE THIRD AGE financially healthy?

Per its FY2025 accounts: The accounts state that the charity has a membership of 1,078 and runs 70 active groups. The document does not disclose any financial figures, reserves, or income/expenditure statements, so financial health cannot be assessed from the provided text.