THE HERTFORD AND DISTRICT U3A
Educational and Leisure time activities for middle aged and older people from Hertford and surrounding areas
Financial health, per its FY2024 accounts
The accounts state that the charity reported a surplus of £15,591 for the year ended 31 December 2024, driven by a large Gift Aid claim and reduced expenditure. Per the Treasurer's report, unrestricted reserves increased to £47,339, which the trustees consider above their policy guideline of six months' revenue expenditure. The independent examiner certified the financial statements as in accordance with the accounting records.
What the accounts disclose
“The Trustees guideline is that the general reserve be held representing a minimum of six months revenue expenditure within H&D.” — page 5
Trustees
- Christina Frances Knight
- Elizabeth Anne Cooper
- John Albert Moore
- Margaret Jean Mobley
- Moira Elaine Cholerton
- Myra Rae Campbell
- Patrick Clifford
- Robert Iain Knight
- Susan Jane Webb
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £35k | £19k |
| 31/12/2023 | £27k | £35k |
| 31/12/2022 | £26k | £34k |
| 31/12/2021 | £27k | £31k |
| 31/12/2020 | £28k | £24k |
Common questions
Is THE HERTFORD AND DISTRICT U3A financially healthy?
Per its FY2024 accounts: The accounts state that the charity reported a surplus of £15,591 for the year ended 31 December 2024, driven by a large Gift Aid claim and reduced expenditure. Per the Treasurer's report, unrestricted reserves increased to £47,339, which the trustees consider above their policy guideline of six months' revenue expenditure. The independent examiner certified the financial statements as in accordance with the accounting records. Its FY2024 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 14/07/2005 | £3k | Extending Activities with New Equipment |