Year ended 31 March 2024.
BUSHEY AND DISTRICT U3A ANNUAL REPORT 2023-2024
Charity Commission Registration Number 1109042
Content
l. Introduction and Trustees
2. Treasurerfs Report
3. BankAccount Summary
4. Study Groups Accounts
5. Assets and Liabilities
6. Independent Examiners Report
Introductlon and Trustees
The University of the Third Age (U3A) is recognised as one of the most successful
countrywide self- help orgaiiisations offeriii8 educatioi)al arid social opportui)ities to the
older generation.
The Bushey and Distritt U3A has around 750 members who are paying an annual
subscription of £20 for the year 2023-24. Bushey and District U3A is constituted as an
unincorporated association and a copy of our Constitution is available to all our members on
our website. Our objects are the advancement of education and, in particular, the education
of older people and those who are no longer in full time employment by providing activities
conducive to learning and personal development In Bushey, Hertfordshire and its
surrounding locality.
Our finances continue to remain in a healthy state. Our policy is to maintain reserves at an
appropriate level in order to ensure the ability to replace equipment and fund other U3A
requirements as required, without recourse to our members,
The Committee has regard to the Charity Commission's Guidance on public benefit
determining the attivities undertsken by the association. Our charitable objects have been
set to ensure we benefit the public and in particular retired and semi-retired people. In
determining the range of Study Groups we piovide, the Coniniittee has due regaid as to
how a Study Group will improve the education and well-being of older member5. Drawing
on the skills, knowledge and experiences of its members, Bushey & Distrirt U3A provides
approximately 60 Study Groups covering a wide variety of interests including, language,
music, art, computing, Science and educational visits/travel as well as other activities that
focus on exercise and physical wellbeing. We have general Monthly Meetings when all
members are welcome and can receive news items as well as listen to guest speakers on a
variety of subjetts. We benefit from close liaison with other local U3As where ideas and
problem solving are shared.
We produce a monthly Newsletter which is e-mailed to all members. This gives the
membership the opportunity to enrol for forthcoming educational visits and receive Study
Group news. Our website is also regularly updated and gives details of forthcoming events
and access to documents and other matters relating to 8ushey and Distritt U3A.

As ambassadors of continuing education, our aim is to encourage our U3A members to
pursue a wide range of learning experiences at affordable costs thus ensuring that all the
benefits are available to everyone.
The Committee is elected in accordance with the Constitution by the membership at the
AGM and it meets monthly throughout the year. The Committee may in addition appoint
not more than two co-opted members until the next AGM. All Committee members are
charity trustees.
The Committee at 31 March 2024
Officers (also Trustees)
Chairman
Vice Chair
Treasurer
Study Group Co-ordinator
Membership Secretary
Business Secretary
Andrew Gunton
Ann Wright
Mike Fisher
Jeremy Gasson
Marilyn Apple
Susan Galan
Commlttee members (also Trustees)
Study Group T￿aSurer
Gill Freed
Speaker Secretary
Raglan Sanders
Mlnutes Secretary
Stephanie Benjamin
Audio Systems Manager
Tony Baron
Co-opted Commlttee members
Events & Outings Group
Equipment Manager
Denise Rickwood
Laurie Steel
Andrew Gunton, Chair

2. TREASURER'S REPORT
The Accounts for the year ended 31st March 2024, presented in the following pages, have
been independently examined by Peter Breward. A surplus of £764 for the year on the main
account has left accumulated surpluses of £18,475.
We currently have over 750 members.
In March 2017, we introduced the payment of annual subscriptions by dirett debit.
am delighted to report that the large majority of our members, including all of our new
members, are now paying this way. This considerably reduces our administration.
Gift Aid continues to provide additional income of just under £4 for each re8lStered member,
so if you are a UK tsx payer and are not currently registered with our membership secretary,
please speak to her at your convenience. However, please also note that if you cease to be a
UK tax payer we need to be informed as we will then be unable to legally claim the tax
benefit.
Peter Breward has confirmed that he is happy to remain as our independent examiner for
the comin8 financial year.
Richard Lampert
November 2024

Mar-24
Mar-23
INCOME
MEMBERSHIP SUBSCRIPTIONS 2023-24
Gocardless
Other
13,794
954
11,274
875
Subscription Refund
Diary Sales
Gift Aid
Entrance Charge Monthly Meetings
87
73
2,070
1,472
1,632
TOTAL
16.818
13,781
EXPENDITURE
Speakers, ExpenseslFees
Room Hire Monthlylcommittee Meetings
Catering Monthlylcommittee Meetings
Other Meeting Expenses
Computer Costs
TAT Subscription
Third Age Matters
Diaries
Sundry Expenses
Membership cards
Travel Expenses
Subscription refund
Payment service direct debits
Printing Postage and Stationery
20th Anniversary tea
1,030
5,501
2,507
1,440
960
5,092
2,394
862
678
228
1,089
84
27
2.708
1,012
160
347
41
40
253
806
250
223
186
TOTAL
16,054
11,864
SURPLUSIDEFICIT INCOME OVER EXPENDITURE
764
1,917
CNSH FUNDS PRIOR YEAR
17,711
15,739
TRANSFER FROM SIUDY (JROUPS ACCOUNT
55
CASH FUNDS AT YEAR END
18,475
17,711

Mar-24
Mar-23
CASH FUNDS
CurrentAccount
18,475
17,712
OTHER ASSETS
Computers and OtherAssets
750
750
STUDY GROUP
CurientAccount
5,886
3,677
TOTAL ASSETS
25,111
22,139
AndrewGunton
RIChard Larnpert
Chalrman
Treasu rer

INt)EPENL)ENT EXAMINER'S REPORT TO THE TRUSTEES OF
8IISHFY AND DIST A4r.T Iiil nN THF Ar.r.niJNTS
FOR THE YEAH ENDED JI" MARCH 2024
I roport on the accounts ol Iho chariiy for thfS yoar ondod 31. M&ryreh 2024 whlch Jot out OTI Iliu
￿tt￿ched pnyos.
churlty'% twusitf)$ ronsltler IITilt tsii nudit 15 nol IL'uviiod for th59 yo.jr lundor #ocllon 144121 of tha
Ch*Jrllloi Act 201 I Ilho Chu¥iiiuts Acll. &ir)d Ih411 ilti iridoi)ondont nxnmlnThtion IB iio•dod.
1115 iny wuJiioiifylbllity to:
Exiimlno iho nccnunlN lundor soclion 145 ol the Chhrlllo& Act)
Tci ILblluw thL p{oc￿d￿lWS down CJoniir&l DIIL'CtbOllX V.i¥¥n by thtt Ch47riil•*
LuiYiiTilJsion#is lund*2r SULllQii 145lbllbl ol iho Lh4]1111¥s Aci. und
3. To Aialo wholhor purtieulDr mnttor5 hove comw to my nltoniion
Botsis of iiidupLndu%il LX475lllINlI'ts
My oxnnilnrltlon cnrvlvd out ln diccordiincu willi 11)ts Gonowul Dlioctions %lvon by th￿ ChDrity
Conirnission. An qwmiiinlion Includox u ruviow ot iho hLcouriiJnrt iecoritx by tho chDrlty.
¢onipiiittson oi rtii) llc¢oiini4 pri:tDoiiioII wilh t11vy￿ i¢icurd¥. 1¢ Jl¥u iiiiludv% cuiiyidvi&•riuii ol uiiy
unu%unl Ilom8 nr di4clohuroN li) Iho nccounls, lind $*okinK oxpliinntlor) Irom tho Irusiooj
cnnriryrnlni: LIIIY fv4ftI.'1? mnttvrry. TIIL. i)rocvdiiip% iinderliikvn rfn nnt proviilo nll tlii! IhDI
woiit(I ri?Iiuiiod In ari Dvdii. Dnd c0njequ￿I1llY I do noi ViPiU5fb oli nudli opiiiivii uri syhvlhtsr th
unts presont •ry"tiuiJ nnil Inli" vlow und ihv it)port IB Ilmii•d to tIioNO M￿11? ¥¥t out lil tlio
•tDi¢mwii tsolow.
Indoponrtoni ɥfjminoi'q Slntomont
In Ihv. couise of my ox&mini7llon. no muttLir hus come t(y my itllcniion
whlch xivos me roosonllblo CDUSO io bollovo IITtsi In tst7y mut•ilDI reipoct. th• tru•tou* huvo
ot niot lho requlr*montA lo oN*ui¢ th#1=
I piopTrr occountlnA IIIGordx nr¥ k•pl Iln accordtsncu wllh 80Ctlorh 130 ol Iho Choriilo8 Acl,
nnrl
11 £icctsuntA ¢llll l)rupiiru(I wliiL?i iiKfuu wlth tlie iiccourilliiK itscoidB ono comply wllb
accounilnK reqylrHmvnib of Cliiiiill¥* AGI, vi
tu which. In my upifiion. aiitsniion should bv dro￿) ¢0 vii¥blv o piopoi urid•rsiuiiiJlnK ol IIIV
ounts lo bc ruJclieJ.
Polor Bfowtsrd
8 Homvlioltj Holid
WD7 8PY
S*Jpl¥mlJtri 2024