Burgess Hill
Year End Accounts: 31st December 2024
Income and Ex
endltur
Income
Membership Subscriptions- Note I
Gift Aid - Note 2
Grantls, Transfer/s, Donationls
Events
Monthly Meetings & AGM
Group Meetings
Bank interest
Miscellaneous- Note 3
TOTAL
2024
2023
8,391
1.327
8,187
1.243
2,923
119
17,271
1,827
1,018
8,859
1,067
14,955
658
1,479
Ex endlture
Thlrd Age Trust/National Offl￿- Note I
NewsLink & Printing- Note I
Adminlstration
Awareness and Promotion
Monthly Meetings & AGM
Group Meetings
Other Meetings
Events
Miscellaneous- Note 4
Depreciaton
TOTAL
4.111
3,246
421
1.164
1,209
16,912
831
2,965
70
3,692
4,207
369
687
1,396
16,330
398
9,161
19
175
Excess Income over expendfture
Flxed Assets:
Purchase of equipment over £SOO:
Depreciation of equipment.
Net book value carried fwd:
15
699
-699
Bank and De oslt Accounts
Lloyds Bank
UTB 120 day notice account- Note 5
Year end adjustments
Totals:
2,555
36.000
1.267
4,742
33,000
134
Notes to the accounts
Note l - Membership subscriptions are used mostty to pay the National Office fee of £4.00 per member, a5
well as Third Age Matters and NewsLink.
Note 2 - The claim for the Gift Aid relates to the year 2023. A claim for a refund of £1,327 was submitted to
HMRC on 7th November 2024. Payment was received in January 2025.
Note 3- Miscellaneous. Includes refunds to Administration £14.50. Newslink plus nett takings relating to the
summer Fayre.
Note 4 - Membership subs refunded due to overpayment by member.
Note 5 - On 12th February 2024 an amount of £3.(XJ) was transferred from the Uyods bank account to the
UTB savings account. This increased the UTB balance from £33,000 to £36,(m thus increasing the interest
earned.

At the B03rd ot Tntstees Meeting ot 12th September 2023 ft was 4reed that the levd otfinana31 reserves
were £38555 and annual expenditure wa5 £3L603, i.e. reseThes of 122% of annual expenditure or 14.6
2023. lkngfor*ard it ispjanned to malntsfrn cuYrwFt levels of MeM￿lp fees for ès long as funds allow.
Group meeting fees will remain at the same amount of £2.fM) per person for those groups where the incorne
excess ot rtte Incame., afternatlve arrangements wtll tse made on a case by case 03$1s, In conluncttan wlttt uie
at the That￿￿1 In H￿AoCkS.
aga6nst tosts of £2,%5.
I report to the Trustees on my e%wnlnation of the ac£ounts of the Burgess HIU U3A lthe Trust) for the year
Raspanslbllltles and basls ot the r•port
As the chanty Trustees ot the Trust you are responsible tor the preparats'on ot the accounts in accordan
I t¥W)rt ih iepecr of h)y exathlnar￿n of rhe Trust's attounts tsithed out unts Sect5on 145 of the 2011 Act
and in carrying out my examination I have followed all the applicable ￿'rectionS 8lven by the Charlty
Cornri￿ uTrjerserti￿ 145{SXbl of the ACL
I tonfim) that no mat•¥ial njatters haye come to rny allention in rDnnÈclion with the examination g1vU￿ me c
believe that in any material respecL L accountsn8 recor(ts ¥vere not kept in respect of the Trust as required un
I have con￿MS and have come acros5 no other matters in connection with the eumination to which atten
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