Charity number: 1077058
Northampton University of the Third Age
(The Northampton U3A)
Trustees' Annual Report
and Annual Accounts
for the year ended
31 March 2025

Northampton University of the Third Age
Legal and administrative information
Registered charity number: 1077058
Trustees:
Sue Shurville (Chair)
Stephen Brame (Vice Chair)
Eileen Brown (Secretary)
Nick Stafford (Treasurer)
Jane Evans (Group Liaison Officer)
Pat Isaacs (Group Liaison Officer)
Peter Brown (Webmaster)
Tony Kellett (Membership Secretary)
Jackie Brame(Communications)
Sue Marshall (Social Events)
Claire Douglas
Paula Stephenson
Contact address:
6 Naomi Close
Northampton
NN3 3PG
Independent examiner:
Natalie Green
Natalie Green & Co
Chartered Accountants
7G Mobbs Miller House
Christchurch Road
Northampton
NN1 5LL
Bankers:
The Co-operative Bank
PO Box 250
Skelmersdale
WN8 6WT
1

2
Northampton University of the Third Age
Trustees' report
for the year ended 31 March 2025
The trustees present herewith their report and the annual accounts for the year ended 31 March
2025. The accounts consolidate all of the financial activities of the charity, comprising the main
account (all general income and expenditure), the social account (trips and outings) and all group
leaders' summary accounts (individual study and leisure groups).
Structure, governance and management
The charity is a registered charity constituted as a trust, and is governed by its constitution adopted
on 29 June 1999.
he management of the charity is vested in a Committee of trustees, consisting of at least five and no
nore than twelve members. Trustees are elected annually by the membership at the annual genera
meeting.
All persons interested in supporting the objectives of the charity are admitted to membership at the
approval of the Committee and upon payment of an annual subscription.
Objectives and activities
The Northampton University of the Third Age is part of the Third Age Trust (a national registered
charity 288007). The objects of the charity, which is a public benefit entity, are:
1) to advance the education of the public and in particular the education of middle aged or older
people in Northampton and its surrounding locality who are either retired or semi-retired, and
ii) to provide facilities for leisure time and recreational activities with the object of improving the
conditions of life for the above persons in the interests of social welfare.
The charity enables members to share educational, creative and leisure activities. This is achieved
In planning activities, the trustees keep in mind the Charity Commission's guidance on public benefit.
Achievements and performance
The charity has continued to fulfil its objectives by means of the activities as summarised above.
Details of the income and expenditure for the year are set out in the statement of financial activities on
page 4 of the annual report. Total income from all sources for the year amounted to £69,930 and total
expenditure was £68,215. The surplus arising of £1,715 has been transferred to reserves.
Policy on reserves
Reserves are held to either meet specific identified liabilities, to fund special projects or for use as a
contingency. The year end reserves are disclosed and analysed in note 8 to the accounts.
Approved by the trustees and signed on their behalf by
S|Shunle
Atiffered
Sue Shurville (Chair)
Nick Stafford (Treasurer)
13 Mans. 2025
13Н May 2025

3
Independent Examiner's Report to the Trustees of Northampton University of the Third Age
I report on the accounts of the charity for the year ended 31 March 2025, which are set out on pages 4 to 9.
Responsibilities and basis of report
As the charity's trustees you are responsible for the preparation of the accounts in accordance with the requirements
of the Charities Act 2011 ('the Act).
I report in respect of my examination of the charity's accounts carried out under section 145 of the Act and in carrying
out my examination I have followed all the applicable Directions given by the Charity Commission under section
145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with
the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or
the accounts do not comply with the applicable requirements concerning the form and content of accounts set
out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give
a 'true and fair view' which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention
should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Notorie Green
Natalie Green
Chartered Accountant
7G Mobbs Miller House
Christchurch Road
Northampton NN1 5LL
Date: 15 May 2025

Northampton University of the Third Age
Statement of financial activities
for the year ended 31 March 2025
Note
Income from:
Subscriptions
Events
Monthly meetings
Gift Aid
Miscellaneous
Investment income - bank
interest
Social activities
Subscriptions to individual
groups
Total income
Expenditure on:
Capitation and licences
Monthly meetings and events
Committee expenses
Other
Social activities
Expenditure by individual groups
Total expenditure
Net income/(expenditure)
2
3
3
3
2
Net income/(expenditure) for the
year (as above)
Total funds brought forward at 1
April 2024
Total Funds carried forward at
31 March 2025
8
Un-
restricted
funds
€
18,974
2,101
-
2,691
-
1,141
-
-
24,907
7,896
7,544
3,368
6,149
:
24,957
(50)
(50)
23,147
23,097
Restricted
Income
funds
€
...
23,292
21,731
45,023
23,204
20,054
43,258
1,765
1,765
9,818
11,583
Total
2025
€
18,974
2,101
-
2,691
1,141
23,292
21,731
69,930
7,896
7,544
3,368
6,149
23,204
20,054
68,215
1,715
1,715
32,965
34,680
4
-
Total
2024
€
20,014
1,857
2,581
216
413
30,357
19,013
74,451
8,221
7,241
3,120
7,260
29,999
18,231
74,072
379
379
32,586
32,965

5
Northampton University of the Third Age
Balance Sheet as at 31 March 2025
Current assets
Debtors
Cash at bank and in hand
Note
5
6
Un-
restricted
funds
€
4,442
33,565
38,007
(14,910)
Restricted
Income
funds
€
35
12,476
12,511
(928)
Total
31
March
2025
Total
31
March
2024
4,477
46,042
50,519
(15,839)
18,905
45,585
64,490
(31,525)
Creditors: amounts falling due
within one year
Net assets
Funds of the charity
Unrestricted funds
Restricted funds
Total funds
7
23,097
11,583
34,680
32,965
8
8
23,097
-
23,097
11,583
11,583
23,097
11,583
34,680
23,147
9,818
32,965
These financial statements were approved and authorised for issue by the trustees on 6** May 2025
and signed on their behalf by:
§Shunitt
Sue Shurville (Chair)
Date. 13* May
....2025
Nick Stafford (Treasurer)
Dare It May
.......2025

6
Northampton University of the Third Age
Notes to the financial statements
for the year ended 31 March 2025
1 Accounting policies
The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in
accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities
preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of
Ireland issued in October 2019 (SORP 2019), the Financial Reporting Standard applicable in the United Kingdom and
Republic of Ireland (FRS 102), the Charities Act 2011, and UK Generally Accepted Accounting Practice.
The financial statements are prepared on a going concern basis and under the historical cost convention. The financial
statements are presented in sterling which is the functional currency of the charity.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the
charity.
Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which
have been raised by the charity for particular purposes. The funds of the social account and the funds held by group
leaders are classified as restricted funds.
Income recognition
All income is included in the statement of financial activities when the charity is legally entitled to the income and the
amount can be quantified with reasonable accuracy. Subscriptions received during the financial year pertaining to the
next financial year are not reflected in the current year statement of financial activities, but are carried forward as
deferred income (shown on the balance sheet) to be reflected in next year's statement of financial activities.
Where income has related expenditure, the income and related expenditure are reported gross in the statement of
financial activities.
Expenditure recognition
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity
to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that
aggregate all costs related to the category. Where payments are made in the financial year which relate to the next
financial year, the payment is not reflected in the current year statement of financial activities, but is carried forward
as a prepayment (shown in the balance sheet) to be reflected in next year's statement of financial activities.
Volunteer help
The value of volunteer help received is not included in the accounts.
Tangible fixed assets
Tangible fixed assets are capitalised (and hence not shown in the statement of financial activities) if they have an
expected useful economic life in excess of one year, and cost in excess of £2,000. Assets which do not meet these
criteria are shown as expenditure in the statement of financial activities. An asset register is nevertheless
maintained for all tangible fixed assets, regardless of cost, for the purpose of internal control.

Northampton University of the Third Age
Notes to the financial statements
for the year ended 31 March 2025 - continued
2 Social activities
Income
Theatre
Trips
Group events
Annual holiday
less receipts in advance
Expenditure
Theatre
Trips
Group events
Annual holiday
Expenses prepaid
Surplus for the year
3 Expenditure analysis
Monthly meetings and events
Speakers
Room hire and refreshments
Events other than monthly meetings
Committee expenses
Telephone
Postage
Travel
Printing and stationery
Other
Training
Equipment
Newsletters
Web and IT
Miscellaneous
Independent examination fee
2025
€
8,329
2,453
13,438
(928)
23,292
8,277
1,554
-
13,408
(35)
23,204
88
2025
€
725
4,550
2,269
7,544
5
2,851
37
475
3,368
4,178
409
560
630
6,149
7
2024
€
7,360
2,867
2,220
34,648
(16,738)
30,357
4,030
2,554
2,181
22,684
(1,450)
29,999
358
2024
€
1,031
4,331
1,879
7,241
31
2,442
475
3,120
1,111
288
4,505
350
406
600
7,260

8
Northampton University of the Third Age
Notes to the financial statements
for the year ended 31 March 2025 - continued
4 Trustees Remuneration
The trustees did not receive any remuneration during the year. Two trustees (2024: 3) had
mileage expenses reimbursed by the charity. The total sums reimbursed during the year
amounted to £37 (2024: £74). The charity had no paid employees.
5 Debtors
Prepayments
Other debtors
2025
€
1,622
2,855
4,477
2024
€
3,884
15,021
18,905
6 Cash at bank and in hand
Current account - main account
Deposit accounts
Current account - social account
Monies held by group leaders
2025
€
8,535
30,031
2,784
4,692
46,042
2024
5,567
26,345
10,658
3,015
45,585
7 Creditors - amounts falling due within one year
Deferred income (receipts in advance)
Accruals
2025
€
15,209
630
15,839
2024
€
30,579
946
31,525

Northampton University of the Third Age
Notes to the financial statements
for the year ended 31 March 2025 - continued
8 Statement of funds
Unrestricted funds
Restricted funds
At
1 April
2024
23,147
9,818
32,965
Net income/
(expenditure)
(50)
1,765
1,715
Other
movements
€
-
-
The unrestricted funds represent the free funds of the charity which are not designated for specific
purposes.
The restricted funds related to unexpended income intended for specific purposes and comprise:
Social account fund
Group leaders' funds
2025
€
6,891
4,692
11,583
9 Related party transactions
There were no related party transactions requiring disclosure during the year (2024: none).
9
At
31
March
2025
€
23,097
11,583
34,680
2024
€
6,803
3,015
9,818