SHEFFIELD U3A
Self help group providing social, educational, recreational and sporting activities for members.
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, in Sheffield and its surrounding locality
Financial health, per its FY2025 accounts
The accounts state that total income for the period was £140,643 against total expenses of £136,070, resulting in a net income of £4,574. The trustees consider the financial position to be sound, with total net assets increasing to £111,587. Reserves are held in excess of the stated minimum policy target of six months' expenses.
What the accounts disclose
“Total income was £140,643 including £107,320 restricted income.”
“The Trustees seek to hold sufficient reserves to fund a minimum of six months and a maximum of 12 months expenses”
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Anita Brough
- Anna Maria Buller
- Arthur Brian James Barrett
- Clare Chiba
- George Hampson
- Jocelynne Beadle-Bell
- John Terence Leslie Baker
- Lisa Jane Lewis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £141k | £136k |
| 31/12/2024 | £124k | £126k |
| 31/12/2023 | £115k | £108k |
| 31/12/2022 | £104k | £106k |
| 31/12/2021 | £35k | £26k |
Common questions
Is SHEFFIELD U3A financially healthy?
Per its FY2025 accounts: The accounts state that total income for the period was £140,643 against total expenses of £136,070, resulting in a net income of £4,574. The trustees consider the financial position to be sound, with total net assets increasing to £111,587. Reserves are held in excess of the stated minimum policy target of six months' expenses. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH) | 1 | £854k |
| THE FOOTBALL FOUNDATION | 1 | £525k |
| THE GRAND LODGE OF MARK MASTER MASONS' FUND OF BENEVOLENCE | 1 | £70k |
| MARJORIE COOTE OLD PEOPLES CHARITY FUND | 1 | £31k |
| NETHERTHORPE AND UPPERTHORPE COMMUNITY ALLIANCE | 1 | £19k |
| THE REED FOUNDATION | 1 | £15k |
| THE HOSPITAL OF GILBERT, EARL OF SHREWSBURY AT SHEFFIELD | 1 | £9k |
| SHEFFIELD TOWN TRUST | 1 | £5k |
Charities like this
- THE UNIVERSITY OF SHEFFIELD STUDENTS' UNION
- SHEFFIELD UNITED COMMUNITY FOUNDATION
- 215TH SHEFFIELD (1ST TOTLEY) SCOUT GROUP
- SHEFFIELD MIND LTD
- SHEFFIELD WEDNESDAY FOOTBALL CLUB COMMUNITY PROGRAMME
- SHEFFIELD CHURCHES' COUNCIL FOR COMMUNITY CARE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SHEFFIELD U3A | £141k | — | 0 | above | — | no doubt |
| THE UNIVERSITY OF SHEFFIELD STUDENTS' UNION | £10.4m | — | — | unclear | — | no doubt |
| SHEFFIELD UNITED COMMUNITY FOUNDATION | £2.5m | £70,001 - £80,000 | 1 | above | — | no doubt |
| 215TH SHEFFIELD (1ST TOTLEY) SCOUT GROUP | £135k | — | 0 | unclear | — | no doubt |
| SHEFFIELD MIND LTD | £1.1m | — | — | unclear | — | no doubt |
| SHEFFIELD WEDNESDAY FOOTBALL CLUB COMMUNITY PROGRAMME | £2.9m | — | — | above | — | no doubt |