HOLME VALLEY U3A
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 the Holme Valley and its surrounding locality.
Financial health, per its FY2025 accounts
The accounts state that the charity maintained a closing net asset position of £32,072, derived from an opening balance of £29,452 and a surplus for the period. The trustees report that the charity did not make a loss and reserves are held to fund activities spanning financial years, with any surplus used for equipment and general processes.
What the accounts disclose
“Reserves are for activities that span financial year. Any surplus is used to fund equipment supplies for activity groups and general processes and applications.”
Trustees
- DAVID NEIL BARNETTchair
- Andrea Goodall
- Deborah Rogerson
- Diane Rosemary Cuthbertson
- Geraint Johnes
- Harry Royston BIGGS
- Helen Wilberforce
- Hendrena Elizabeth Souten
- JENNY BAGWORTH
- Janet Potter
- Janet Watson
- Judith Gibbons
- Keith Wilberforce
- Peter Robertshaw
- Sally Hedges
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £91k | £88k |
| 31/03/2024 | £82k | £89k |
| 31/03/2023 | £9k | £7k |
| 31/03/2022 | £5k | £5k |
| 31/03/2021 | £8k | £4k |
Common questions
Is HOLME VALLEY U3A financially healthy?
Per its FY2025 accounts: The accounts state that the charity maintained a closing net asset position of £32,072, derived from an opening balance of £29,452 and a surplus for the period. The trustees report that the charity did not make a loss and reserves are held to fund activities spanning financial years, with any surplus used for equipment and general processes.