OLTON AND DISTRICT UNIVERSITY OF THE THIRD AGE (U3A)

Registered charity 1177108 · accounts filings on the Charity Commission register

Monthly Core Meetings, usually with a speaker. 31 active interest groups which meet regularly at different venues with a view to enhancing the learning and experiences of our members. Non members may attend a maximum of two meetings before they are required to join the U3A.Annual General Meeting to elect/re-elect trustees, receive presentation on previous years approve accounts.

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 RESIDING IN OLTON AND ITS SURROUNDING LOCALITY.

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

Causes: Education/training · Recreation · website · Get email alerts

Financial health, per its FY2026 accounts

The accounts state that core income exceeded core expenditure by £881.40, resulting in an overall deficit of £609.04 when interest groups are included. Free/unrestricted reserves (core surplus) increased to £7,084.67, which exceeds the stated policy target of approximately one year’s expected income (£5,313). The charity holds £12,791.68 in net assets, indicating stable financial health with no disclosed material uncertainties.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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
• Conflicting interests
• 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
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Trustees · trustee networks

• Carolyn Cook
• Deborah June Loftus
• Sue Watson
• Vivien Jameson

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

Operates in: Birmingham City · Solihull · Warwickshire · Worcestershire

Income and spending

Common questions