CHARITY COMMISSION FOR ENGLAND AND WALES Truste8s' Annual Report for the period From 1 August 2023 to 31 July 2024 Charity name: University of the Third Age - York Charity reglstrat&on number: 1007843 ectives and AGtivities Summary of the purposes of thfj Charity as set out in it5 governing document Psfa 1.17 Tho object5 01 the u3a are to advancè thè education and, In partlcular. the eduGatlon of oldgr pèople and thosè who are retlrod from full tlme work by all means, Including associatgd aclivltie5 conducive to learning and porson81 devèlopmènt, In York and its surroundlng lticality. Wa provide a wide rahtsè of ¢lasse5 and activtties for members. that arg led by our membors on a self-hèlp basis. Tho ¢lasse5, Study trlp5 and othar aGtivltle5 cover 8 wido variety of 5ubj8cts and recreational activltles and boneflt older people in th8 York arna by glving them the opportunlly to advance Ihelr learn}n andAèneral wellbaing.. In planning our activitiès for Ihg year, the Trustees hav• had règard to tho Chartty Comfnission guldgnce on public benefrt. Summary of the main adivities in relation to thos8 pvrpos85 for th8 publFC benefil, i n particular, the aclivities, projects or servlces idèntrf18d in thè 8ccounts. P$ro 1.17 onrj 1,19 Stat8mont confirming whether the trustees have had r8gard to the guidance issued by the Charity Commission on public bgnefit PTa 1.1 Addlllonal informatlon {optlonal} You ma ch0088 to include furth81 stat8ments where relevant aboul; RP fefeTtr PaT& 1.38 Wè do not make .grants. Para 1 .38 We do not make any social investment. Polic on Policy on social inv8Stment including program related invgstrnent Conttibution made by volunt8ers Par8. 1.38 We do noi have #ny paid staff. All of our adlvitie5 are lad by voluntaers, Their contrlbution Is paramount to Ihe succes5 of our organisation. Our covrso leadars, ofi(ce and other helpers, and technlcal tfram and Truste9$ are all volunteèr mgmbers. Other
Achievements and Performance SORP refgrerir Ourmgmbershlp numbers have continu•d to increasè from 1675 at 31 July 2023 to 1709 at 31 July 2024. We provlde m•mbers with both facè40- lace actlvities and hybrid moelings usin9 Zoom. We continue to Provide mgètlng rooms at the Friends Meeting House in Yorlt which ara fully oquipped. Including the use of haaring loops. The hall we use for our monthly laFks at thé Cèntral Mèthodlsl Church Is slmllaT5y èquippad. We have ¢ontinued to dèvelop the activitlas OD offer. Summary of the rnaiD achievèrn8nts of the charity, identifying the diff8renc8 the charity'3 work has ma(18 to the Gircumslances of its bèneficiarias and 8ny wider benefits to society as a wholè. Para 1.20 Our intemational and UK travgl provldo enrlchln9 OPPOrtunltles lor Iravel In congenlal Gompanyt whiGh Is particularly valued by slngle mombers. We produce • blwmonthly nèwslgttfrr distributed to our membors using emall and follow this up evèry month with reminders of up<omlng avents. Wo havè an extensive website. Wè offer a rang• of #clivitl8S that promote beakh and wellbalng, these includè groLtp activltles, talks and social events to encourage members to coma togethar to èxercis8 and share knowledg& and èxperlencèg. We reducè social Isolalion by providlng .$ lor YetirèdTreo wa le to meet.
Financial Review Review of the charity s financial position at thè end of thè period PaTa 1.21 Durin9 the year to 31 July 24 we reported a surplus of £20,750 as compared lo £3,180 forthg yoar to 31 July 2023. An Incraase of £17,570. Our reGelpls for financlal year lo 31 July 2024 were £150,670 Compared to £107,657 receiv¢d In tho ftnan¢ial year onding 31st July 2023. An increase of £43,013 (40,23°/D). Thls wa5 mostly due to tha In¢a$8 In membèrship fèes recèfived in July 2024 for tha ye8r 2024125. Our payments for lh• flnanelal year to 31 July 2024 wère £130.220 compared to £104,477 paid In the flnancial year •nde 31 Ju ly 2023. An inGrea$è of £25,743 {24.641.). Thls wgs mostly due to a plannèd sleppgd increas8 in the cost of thg rant for the u3a centr•. This was catered for by the increas$ in mèmbershlp fegs. We alm to rèlaln as a general reserrfe an
mount which is the èquivalènt of no
more than Orto year's planned axpendltur8, plu5 18 months rent for the u33 centro (the rgnta.I tamiinatlon .p.&rlod).: We held cash just short of £124K al thg end of the Not appllcabl8. statem9nt explaining the policy for holding r888rves stating why they are held Pgra 1.22 A.mount ol reserves hold Para 1.22 Reasons for holding zero res8rvas Details of fund malerially bn deficit Explanation of any un¢ertainti8s about the charity wntinuing as a goiDg concem Para 1.22 Pbra 1.24 Na funds In (leficit. PAia 1.23 No uncertaintles given ¢ash position and vlablllty of the organisatlon. Additional information (opllonal) You rna choose to include further statements where relevant about- Tho principal source of funds 15 mgmb8rs' 5ubsGriptions and contributions to thè cost of group actlvitlos made by thelr memb8rs. The Charity's principal sources of funds (including any fundraising) Pera 1 ,47 Wa do not maké Investments. Para 1.4fj
Inv8Strnent pollcy and objectiV88 including any social investm8 nt pol icy adoptad Most of our rlsks are covered by insurance. Our main rèmaining rlsk is the potential high ¢ost of any temporary premises we may have to htre to undertaka our educational activities, rf our curreDt pr8mlse5 wera not avallable for an extonded PPAriod. Wfr af• holding reserves to cover thls f55k. A dgscription of th6 principal risks facing th8 charity P91a 1,46 other
StruGture, Governance and Management DèscTlPtion of Gharity's trusts: Type of governtng doourngnl Paf# 1.25 Constiivtion. How Is cfjarity constituted? [v'.y ui ill Iwl IX)r3ted sotiati. Truste8 solection methods including details of any constitution81 provi sions è.g, ?1gction to post or name of any person or body entit18d to appoint one or moTe trustees Par& 1.25 U nlncowporated members assoclatiorl. Para 1.25 Truste8s are drawn from our membarshlp and Interwiowed by an Appointments Sub•¢ommlttee, and any vacancies aro advertised to all membprs. All Trustees retire at our Annual Genèral Meeting and ¢an stand tor reelectlon Provlded they have not èxceeded 8.years as a Trustee.. alread . Ad¢ltlonal Infomiatlon {optlonal) You maLch00$8 to inG5ude further statements wh8re relevant about; All ngw Trusteès recgiV8 a welcome pack Includlng essontlal documents and fom15 to comploto. Trustoe coursp5 aro available. Policies and ProdUreS adopted for the bnduction and tra&ning of trustees PatB 1 .51 Thg York u3a is afflliated to Ihe National Third Age Trust. which providès central guidance and support. We a150 netrwork wlth othgr local u3a organlsations across the Yorkshirè and Humberslde Re910fi. The charity's organisational stnJctur8 and any wider network with which Ihe chaiity works P&r* 1.51 Wè malnlaln a vèry good mutually supportivè r•l3tlonship with the Frionds Meeting House in York who are our landlords. Relationship wilh any related parties Por4 1.51 Other Reference and Administrative details @.York Univer511 .ofthe Third AL. York u38 1007843 i Sa Clifford street York Y019RG Other narna the Chairt -ISter8d charit R• number Charity's principal address
Namos of thè chaylty trusteos who managg the charily Oat•s acted if not for whol• ear Nimè ol p•rson (or body) •ntitl4d 0Snt trustge Iran Trustee name Offi¢e (If any} Karen Sawyèr Kargll Sawyer Brian Parkin Chair Se¢retary Mèmbership Secretary Secretary Elect8d 2024104 2023104 - 2024104 Rpti18d 2024109 Anthony Mas(8rson Co-opted 2024107 - 2024109 Cmpted 2024107 Co-opted 2024110 Andrew Pilot Philip Walters Treasur9r Comrnunicatlons Trustee OffLC8 Coordinator Equiprngnt Manag8r Talks Sacretsry Maure8n Sandland Quinn Smith Elizabèth Swinbank Samantha Triggs Retired 2024105 R8tired 2024105 Co-opted 2023110 E18Cted 2024104 2023104 - 2023109 2023104 - 2024104 10 GroLSPS Coordinator Ren Bu8S David Maughan Brown Kathryn Surt8OS Tr8asurer Chair 12 Treasur6r 2023104 - 2024102 oral8 tiuste98 - narnes of lh8 dire¢tors at th8 date the re DlreGtor nam ort was aELroved None Namo of trustees holding till8 to property belonging to tho charity O•teJ act¥d If nol for whole eaT Twstee name Non&
Funds held as custodian trusteès on behalf of others C>escription of the assèts Nong he5d in Ihis o4pacity Narn9 2nd objocls of tha charity on whose bèhalf the assets are held and how this fall s within tha custodiat) charity's objects Detai15 of arrangemenls for saf8 Custcxly and $8gwation of such assgts from the charity's own assets Addlllonal Infomiatlon {optlonal} Name5 and addresses of adviser5 (Optlonal Infomatlors) Type of Name Address adviser None Name of chièf exe¢utlve or namès of $•nlor Staff members (Optional information) Nong Exemptions from disclosure Reason for non-disclosure of ke rsonnèl details None other o tional information
Declarations Th8 truslees de¢lar8 that they hgva apprtsv•d the trustees. raport above. Slgned on behalf of th• charlty's tr Signature{s) Full name{s) Andrèw Pilot Karen Sawy8r Po51tion (pg Secretary, Chair, ètc) TreaSljr a41 Datè
I CHARifi (OMhllSSIQN .OP I,NILANO AND WAIIS UJIIVERSlfl OF ThE ThIFtD AGE. YORK 11JD7a4¥ Receipts and payment5 accounts CC16a Forthp pirloEI Irty le9%5 T& 31Trf2U24 Section A Re¢eiFJt5 and payments t¢tr&I FJJTrds Totyb14drb(l Lwy•&r roiPrfp tq A1 Ricel 51.1124 J2. 13.d2% 7.T4% F02.63% ).Bfj5 1.2p5 2gD.I OYL4J 10.)M 1.M5 OIL I nt 3TI T2MII 621.C4) 29..cH) 165A4 L4.ra% twj 1 Dl.4•7 Sub h>tl(Gr&gs forARJ O.trD l B(tr)Y 107h&T 4VI)N A2 lov•tsInt (wi l&¥l• Sub ttsia 14D. 107,sS? A3P• RllryL DI uja cerrtr TAr[rTriptl In¥Wv1 Jhl 6 14..yJl 2CQ..JJ, PnTrUry. 1. Ch¥knbkn C1 & Crmrvab 2.Jltr 11,421 IèT.T5'11 4)J.g'?1 ?.1 .aD i..F (1 J Pvr C 405 Èty IZ1 1.5•7 lll4471 b. lis T43 C4)1 ,] i)D.a 121 A4 inEI InvHtrtl•nl gurchostyi Sub t(Jtsl o.oox Tot•1 4JA5 .364 1W.477 115.7k).OTr) 22.0 I I.IY4 fjoi AS Tr&n•br• IuTrE AE li¢1 end c•$ lund¥ thlj •rt s5z.% 2.41T 1OA 102,LfTJ 125,SZ) SeGtion B Stalement of assots and liabillliets at the end of the period lun r4ipèl I kD È nl&Cth a È ,1 Tot41 ¢ah T14.441 bl.142 UnrHtrl¢l•d bJrtd R••INl ftjn Endowrnnl nds IÉ D¥lillT Fwn¢ Currnl W 10 CDit IFJPIIMIIJ CCXX Rl accounts (SS) 2810112025
Dala51s Pd ¢¢vl Ippln•1] CvArfM È4 r•t4ln•d ttsrtho ¢h4rlty's pwn Deknll CtsdrbD rbd ID IbNb B5 Llabbl Itlè Sllln84u pnE Nat D&lB of?pproyai Ip oiit CCXX R2 8ccovnts (SS) 2810112025
THE UNIVERSITY OF THE THIRD AGE - YORK INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE UNIVERSITY OF THE THIRD AGE- YORK I report to the trustees on my examination of the accounts of The University of the Third Age- York (the charity) for the year ended 31st July 2024 which are set out on pages I to 2. Responsibilities and basis of report As the charity trustees of the charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {'The Act'l. I report in respect of my examination of the Trustee's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the charity Commissioner under section 14515){b) of the 2011 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: 11) accounting records were not kept in respect of the Trust as required by section 130 of the Act; or {21 the accounts do not accord with those records- or I have no concern5 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 reac Everard BA FCA Hun er Gee Holroyd Club Chambers Museum Street York YOI 7DN Date... 14..J.o.:4