Crouch Valley

The following guidance documents have been issued by National for the start of 2023.

They are as follows;

Frequently Asked Questions
Finance Matters Guidance
Gift Aid Guidance

The accounts have been prepared for the year ending March 2022. They have been examined and approved by Khan Thornton.

For income & expenditure please read Treasurers AGM Report 2023

Individual Groups should not hold more than £50.00 and any surplus funds should be paid over to the Treasurer for banking into the main U3A account. As we are now able to do Bank Transfer can you please where possible use this method of payment.

Please follow the Group Monies Summary February 2024 link which will show the funds held in the main bank account which will be updated at regular intervals.

To view the full details of income and expenditure for each group will be displayed on the main Group page.

Group Leaders please advise the Treasurer if there is anything you do not agree with.

Our U3A is covered by the Charities Act as such payments cannot be made to another charity. (Funds have to be used for our Charitable purpose), however, we are allowed to make a one off payment to another charity at the request of a speaker in lieu of their fees.

The Committee and members have decided that donations paid for refreshments at our monthly meetings can be donated to our nominated charities.

Please note at present we have not been able to make any donations this U3A year.

Supporting Charities

At the May 2023 meeting we voted to agree which 4 charities we will support for the forthcoming U3A Year.
Monies from the tea money over the year will be divided equally.

Below is a list of those that have been agreed by members to support for 2023 - 2024.

The charities were.

Dementia Adventure
The Brain Tumour Charity
Little Havens
Alzheimer's Society