WORCESTER AREA GROUP U3A

Registered charity 702588 · accounts filings on the Charity Commission register · also known as U3AWAG

The provision of educational, social and recreational activities in and around Worcester for retired people.

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.

Area of benefit: WORCESTER 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 · Arts/culture/heritage/science · Amateur Sport · website · Get email alerts

Registered contact address: Worcester, West Midlands, England (from the postcode on the register)

Latest income

£71k

Latest spending

£71k

Registered

1990

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity recorded a net surplus of £132 for the year, with total funds represented by cash balances amounting to £45,989. The trustees report that the charity remains in a strong position to deal with economic fluctuations and continue supporting activities. General reserves of £19,955 are held above the policy minimum of £15,732.

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

What the accounts disclose

Largest income source: subscriptions

“Total income for the year was £71,380 (2023-24 was £53,890). Overall subscriptions increased by just over £7,000 due to membership growth and subscription increases.”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: three months’ General Fund expenditure (reserves figure: £20k)

“The General Reserves Policy is set at an amount equivalent to 3 months’ General Fund expenditure, excluding Third Age Trust and Independent Examiner fees, both of which are provided for in full.”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/07/2025

Volunteers: 100

Self-declared on the annual return for the financial year ending 31/07/2024

Volunteers: 110

Self-declared on the annual return for the financial year ending 31/07/2023

Volunteers: 100

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Andrew Battrum
Ann Patterson
Ann Teresa Digby
Christine Scott
Debbie Spooner
Janet Wilson
Lorna Jane Fellows
Sharon Marina Ellson
Stewart White

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

Operates in: Worcestershire

Income and spending

Financial year end	Income	Spending
31/07/2025	£71k	£71k
31/07/2024	£54k	£57k
31/07/2023	£63k	£65k
31/07/2022	£47k	£48k
31/07/2021	£28k	£23k

Common questions

Is WORCESTER AREA GROUP U3A financially healthy?

Per its FY2025 accounts: The accounts state that the charity recorded a net surplus of £132 for the year, with total funds represented by cash balances amounting to £45,989. The trustees report that the charity remains in a strong position to deal with economic fluctuations and continue supporting activities. General reserves of £19,955 are held above the policy minimum of £15,732. Its FY2025 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
Sport England	04/04/2016	£10k	Short Mat Bowling for the Third Age
The National Lottery Community Fund	18/05/2005	£4k	New Equipment

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with TOWCESTER U3A.

TOWCESTER U3A income £47k
WESTON TURVILLE U3A income £34k
WETHERBY & DISTRICT U3A income £48k
THE WARMINSTER U3A income £27k
ROYSTON U3A income £30k
WINDSOR AND DISTRICT U3A income £42k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
WORCESTER AREA GROUP U3A	£71k	—	0	above	—	no doubt
TOWCESTER U3A FY2026	£47k	—	—	unclear	—	no doubt
WESTON TURVILLE U3A FY2026	£34k	—	0	unclear	—	no doubt
WETHERBY & DISTRICT U3A FY2025	£48k	—	0	unclear	—	no doubt
THE WARMINSTER U3A FY2025	£27k	—	—	unclear	—	no doubt
ROYSTON U3A FY2026	£30k	—	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.