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2025-06-30-accounts

Farnham u3a Annual Review 2024/5

This year has been a year of consolidation and some new challenges. Last year we set a number of changes underway, all of which have borne fruit. The additional activities which we started last year have, I’m delighted to say, gone from strength to strength; the quizzes, the workshops and the offers from local business seem to be very popular and the increasing number of days out seem always to be overbooked. The publicity work by the marketing team has brought in many new members.

This success has brought us new challenges; more members and more volunteers suggesting new groups and activities and too many groups which are full. These problems are not susceptible to wholesale changes. Fixing them requires patient, painstaking work from the Groups team. The Maltings is a wonderful venue and we are grateful to all the staff and the volunteers there for the support they give us. We are however increasingly having to seek out external venues as the Maltings is full to bursting point and scheduling is an increasing problem. We are becoming victims of our own success; a recent call to see if there was interest in strength training classes for our members elicited over 200 positive responses!

The safety of our members is an essential element of our responsibilities and we have been working hard this year with the Maltings to make their processes for dealing with the less able more effective in case we should ever have to evacuate the building. This work is almost complete but we will not rest until all of our concerns have been addressed.

We raised our subscriptions by £5 to £50 this year. The cost of hiring the Maltings and other external venues eat up the vast majority of the subscriptions and our expenses beyond this are modest. We continue to steadily build reserves in line with the u3a Trust’s recommendations.

‘By the members, for the members’ is one of the founding principles of the u3a and our volunteers number well over two hundred; running groups, organising meetings and events and running our now sizable organisation is an enormous effort and I thank each and every one of them for every minute that they put into our work.

I cannot finish without thanking the committee. At the end of next year there will be several changes and we seem now to be well on the way to a smooth transition. This year we lose Cynthia Barnett, our membership secretary who has dealt with membership queries through our move online with immense patience and understanding and I thank her for her hard work. She is succeeded by Margaret Popovic who has been shadowing Cynthia all year, a model we will repeat.

The committee are an amazing group, with a very wide range of skills and a willingness to work some very strange hours on occasion. I thank them all.

Philip Oliver - Chair Farnham u3a

Farnham u3a

charity number 1019078

Income and Expenditure account for the year ending 30 June 2025

Income
receipts
membership subscriptions
bank interest received
donations received
gift aid recovered
net proceeds from local shows and events
net proceeds from quiz, Christmas and disco meetings
Total income
Expenditure
payments
bank charges
committee & administration costs
equipment costs and it expenses
member communications
monthly and theme meetings
PayPal and other commission
pr and promotions
other group costs - equipment
Third age trust costs
Venue hire costs
Maltings
other venues
website costs
Profit - Excess receipts over expenditure
General funds brought forward at 1 July 2024
Unrestricted general funds c/f at 30 June 2025
Represented by
NatWest bank
CAF bank
CCL bank
PayPal
petty cash
2024-2025
£
63,787
1,255
520
10,680
617
1,109
77,968
120
1,483
396
561
494
1,094
5,056
233
7,250
44,942
7,769
607
70,006
7,963
42,606
50,569
21,490
5,645
22,935
499
0
50,569
2023-2024
£
58,446
1,058
52
9,537
0
0
69,093
120
972
944
4,567
1,381
868
593
188
6,844
41,970
4,915
446
63,808
5,285
37,321
42,606
8,387
11,282
21,852
1,085
0
42,606

Notes to the accounts

  1. The accounts have been prepared on a Receipts and Payments basis in line with prior years.

  2. Purchases of equipment is accounted for in full in the year of purchase.

Farnham u3a charity number 1019078

Group balances - Restricted funds

Group funds are held on behalf of the respective groups and represent monies collected from their members

towards activities such as trips, wine tastings, etc These funds are not available to Farnham u3a for general purposes.

group
theatre
concert
Shakespeare
photography
wine discovery
wine for fun 1
wine for fun 2
taichi 4
classical
architecture
croquet
Represented by
NatWest bank
CAF bank
balance b/f
at
1/7/24
£
3,691
2,583
635
308
481
1,335
268
123
209
45
0
9,677
7,374
2,303
9,677
net movement
in the year
£
2,157
-1,097
0
38
334
-591
0
0
0
0
0
842
balance c/f
at 30/6/25
£
5,848
1,486
635
346
815
744
268
123
209
45
0
10,519
7,664
2,855
10,519

THE UNIVERSITY OF THE THIRD AGE FARNHAM AND DISTRICT

Registered charity number 1019078

Report to the trustees

| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 June 2025.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Lome 89GlennisCrondallTurnerLane Farnham, Surrey GU9 7BZ

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