BUXTON & DISTRICT U3A
Membership approximately 340 with 42 varied activity groups. Monthly meetings with guest speakers. Monthly committee meetings. Newslink magazine. Visits to places of interest, entertainment. Membership of Derbyshire Network - a group of neighbouring U3A organisations.
Financial health, per its FY2024 accounts
The accounts state that the charity generated a surplus of £4,084 for the year ended 31 December 2024, with total income of £42,551 against total expenses of £38,467. The trustees' report notes that the surplus equates to 17.6 months of average expenses, which the Third Age Trust recommends should be addressed as their target is six months. The charity is currently engaged in a dispute with HMRC regarding the rejection of Gift Aid claims.
What the accounts disclose
“The HMRC has put aside the agreement reached with previous Committees and, by using an obscure clause, has denied us any Gift Aid claims going forward.” — page 2
Trustees
- Gylian Imelda Murphychair
- Colin Frank Woodhouse
- Diane Ives
- Eileen Whitaker
- Francina Hendrika Bosma
- Jean Brown
- Jean Evanson
- Lindsay Spence Crowe
- Paula Shaw
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £43k | £38k |
| 31/12/2023 | £20k | £17k |
| 31/12/2022 | £17k | £18k |
| 31/12/2021 | £14k | £10k |
| 31/12/2020 | £19k | £8k |
Common questions
Is BUXTON & DISTRICT U3A financially healthy?
Per its FY2024 accounts: The accounts state that the charity generated a surplus of £4,084 for the year ended 31 December 2024, with total income of £42,551 against total expenses of £38,467. The trustees' report notes that the surplus equates to 17.6 months of average expenses, which the Third Age Trust recommends should be addressed as their target is six months. The charity is currently engaged in a dispute with HMRC regarding the rejection of Gift Aid claims. Its FY2024 accounts were independently examined.