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2023-03-31-accounts

ANLABY WILLERBY AND KIRK ELLA U3A

ACCOUNTS

31 March 2023

78 Hambling Drive Molescroft HU17 9GD

Page 1

ANLABY WILLERBY AND KIRK ELLA U3A

ACCOUNTS

31 March 2023

CERTIFICATE OF APPROVAL

I hereby approve the accounts set out on pages 2 to 5 and confirm that I have made available all relevent records and information for their preparation.

Denise Roberts (Treasurer)

Date : 13 June 2023

INDEPENDENT EXAMINER'S CERTIFICATE

These accounts have been prepared from the books, vouchers, and information supplied by this client, and are in accordance therewith.

Lambert Clerical 78 Hambling Drive Molescroft HU17 9GD

Date : 13 June 2023

Lambert Clerical

Page 2

ANLABY WILLERBY AND KIRK ELLA U3A

INCOME AND EXPENDITURE ACCOUNT

for the year to 31 March 2023

Note
MEMBERSHIP INCOME
Subscriptions
OTHER INCOME
Sale of publications
Gift Aid
3
Bank interest
Room hire from interest groups
Stately Home trip fees
Group support costs recovered
Grants - Third Age Trust
Donations
GROSS INCOME
LESS EXPENDITURE
Room hire - Main
Room hire - Interest groups
Speakers
Stately Home trip
Group support costs
Postage
Printing and stationery
Computer expenses
Refreshments
Newsletter
TAT capitation
Third Age Matters
Competition prizes
Administration costs
Beacon licence fee
Bank charges
Accounts honorarium
TOTAL EXPENDITURE
NET (DEFICIT)
£
£
5,579.50
922.32
-
12,496.22
11,850.00
487.59
-
180.00
25,936.13
31,515.63
904.91
12,630.64
415.00
11,900.00
287.49
151.97
190.06
12.98
82.35
1,159.35
1,808.00
1,123.83
-
248.14
468.00
-
150.00
31,532.72
(17.09)
2023
£
£
4,438.50
-
725.16
-
8,427.55
-
49.04
-
16.00
9,217.75
13,656.25
528.92
8,713.95
645.40
-
369.50
217.80
304.44
279.27
6.92
1,376.75
1,389.50
592.72
20.00
89.01
441.00
-
150.00
15,125.18
(1,468.93)
2022

The notes referred to above form part of the accounts

Lambert Clerical

Page 3

ANLABY WILLERBY AND KIRK ELLA U3A

BALANCE SHEET

as at

31 March 2023

Note
£
£
FIXED ASSETS
Tangible fixed assets
1
4,260.67
CURRENT ASSETS
Stocks
-
Accrued income
3
-
Bank current account
5
8,594.37
Bank current account No 2
1,950.00
Bank deposit account
-
10,544.37
CURRENT LIABILITIES
Accruals
150.00
Deferred income
1,213.50
Funds held for interest groups
4
-
1,363.50
NET CURRENT ASSETS
9,180.87
TOTAL ASSETS LESS CURRENT LIABILITIES
13,441.54
REPRESENTED BY :
Surplus account
2
13,441.54
13,441.54
2023
£
£
3,397.67
-
-
9,083.64
2,004.22
-
11,087.86
150.00
-
876.90
1,026.90
10,060.96
13,458.63
13,458.63
13,458.63
2022

The notes referred to above form part of the accounts

Lambert Clerical

Page 4

ANLABY WILLERBY AND KIRK ELLA U3A

NOTES TO THE ACCOUNTS

for the year to 31 March 2023

1 TANGIBLE FIXED ASSETS

Freehold
Client
Plant & Office
Motor
Cost
At 1 April 2022
-
-
Additions
#####
At 31 March 2023
-
-
-
-
-
Additions comprise
2 Laptops
2 SURPLUS ACCOUNT
Denise
Roberts
PAR2
PAR3
PAR4
PAR5
£
£
£
£
£
Balance brought forward
Net surplus / (deficit)
1,912.49
3
On membership fees -
Current year
GIFT AID
Total
3,397.67
863.00
4,260.67
863.00
2023
£
13,458.63
(17.09)
13,441.54
2023
£
922.32
922.32
2022
£
14,927.56
(1,468.93)
13,458.63
2022
£
725.16
725.16

4 FUNDS HELD FOR INTEREST GROUPS

It is the policy of the U3A that interest groups do not hold excessive funds in members' homes. This is for insurance purposes. Consequently, Awake U3A is holding funds for safe keeping for the following groups.

Ballroom dancing group
Local history
Social group
2023
£
-
-
-
-
2022
£
30.00
487.59
359.31
876.90

Lambert Clerical

Page 5

ANLABY WILLERBY AND KIRK ELLA U3A

NOTES TO THE ACCOUNTS for the year to 31 March 2023

5 INTEREST GROUP FUNDS

Some Interest Groups held funds at the year end which do not form part of AWAKE U3A accounting records. These were :

Art for everyone
Book group
Bridge group
Circus skills
Crafts
Dancing
Darts, Doms and Cards
Family History
Flex & Stretch
Games group
Guitar
Local history
Play reading (2)
Quiz group
Singing for fun
Social events
Stately homes
Table tennis
Tai chi
Ukulele - Barely Awake
Ukulele - Sunshine Strummers
2023
£
96.11
62.00
98.00
6.00
26.45
56.50
26.84
-
165.26
86.33
17.00
185.80
5.00
109.88
102.77
118.00
108.43
40.28
145.68
128.10
633.00
2,217.43
2022
£
15.40
109.00
- 7.00
-
-
159.50
48.53
5.00
4.56
178.60
-
177.50
5.00
114.21
37.27
-
100.76
10.28
175.68
111.59
127.40
1,450.29

Lambert Clerical

Page 6

ANLABY WILLERBY AND KIRK ELLA U3A

FIXED ASSET REGISTER

for the year to 31 March 2023

2012 Digital projector
Celexon tripod screen
Laptop computer
Microsoft Office Home &
Student 2010 software
Electrical extension leads
Wireless laser projector
Logitech speakers
2013 Laptop computer
Mike
Screen
Portable hard drive
2014 Asus laptop + case
DVD player
Display scrteens
2015 Samsung hard drive
2016 2* Asus notebooks
Canon A3 printer
Table-tennis table
Display panels
Tripod screen
Badges of office
2017 Roll-up banner
Size 1 bowls
Size 2 bowls
Microphone stand
2018 Microphone equipment
Storage boxes
2019 Epson projector - Loc Hist
2020 Epson projector
2021 HP laptop
2023 2 Laptops
1/4/22
31/3/23
Cost
Grant Aid Scrapped
B/f
Addition Scrapped
C/f
603.16
0.00
0.00
89.98
-
0.00
0.00
354.82
0.00
0.00
85.10
0.00
0.00
30.97
0.00
0.00
21.40
0.00
0.00
59.99
0.00
0.00
1,245.42
(1,245.42)
332.96
0.00
0.00
169.02
0.00
0.00
95.65
0.00
0.00
58.99
0.00
0.00
656.62
(656.62)
358.00
(21.96)
(89.98)
246.06
246.06
74.97
74.97
74.97
133.20
133.20
133.20
566.17
71.00
71.00
71.00
621.25
621.25
621.25
364.00
364.00
364.00
50.00
50.00
50.00
249.60
249.60
249.60
39.50
39.50
39.50
99.49
99.49
99.49
1,423.84
114.00
114.00
114.00
40.00
40.00
40.00
40.00
40.00
40.00
15.99
15.99
15.99
209.99
344.00
344.00
344.00
25.99
25.99
25.99
369.99
299.00
299.00
299.00
320.62
320.62
320.62
249.00
249.00
249.00
863.00
0.00
863.00
863.00
6,274.65
(1,924.00)
(89.98)
3,397.67
863.00
-
4,260.67
Historic

Lambert Clerical

Page 7