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$ro 1.17 onrj 1,19 Stat8mont confirming whether the trustees have had r8gard to the guidance issued by the Charity Commission on public bgnefit P￿Ta 1.1 Addlllonal informatlon {optlonal} You ma ch0088 to include furth81 stat8ments where relevant aboul; RP fefeTtr PaT& 1.38 Wè do not make .grants. Para 1 .38 We do not make any social investment. Polic on Policy on social inv8Stment including program related invgstrnent Conttibution made by volunt8ers Par8. 1.38 We do noi have #ny paid staff. All of our adlvitie5 are lad by voluntaers, Their contrlbution Is paramount to Ihe succes5 of our organisation. Our covrso leadars, ofi(ce and other helpers, and technlcal tfram and Truste9$ 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 upescription 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 $•nlor Staff members (Optional information) Nong Exemptions from disclosure Reason for non-disclosure of ke rsonnèl details None other o tional information Declarations Th8 truslees de¢lar8 that they hgva apprtsv•d the trustees. raport above. Slgned on behalf of th• charlty's tr Signature{s) Full name{s) Andrèw Pilot Karen Sawy8r Po51tion (pg Secretary, Chair, ètc) TreaSlj￿r a41 Datè I CHARifi (OMhllSSIQN .OP I,NILANO AND WAIIS UJIIVERSlfl OF ThE ThIFtD AGE. YORK 11JD7a4¥ Receipts and payment5 accounts CC16a Forthp pirloEI Irty le￿9%5 T& 31Trf2U24 Section A Re¢eiFJt5 and payments t¢￿tr&I FJJTrds Totyb14drb(l* Lwy•&r roiPrfp tq A1 Ricel 51.1124 J2. 13.d2% 7.T4% F02.63% ).Bfj5 1.2p5 2gD.I OYL4J 10.)M 1.M5 OIL I nt 3TI T2MII 621.C4) 29.￿.cH) 165A4 L4.ra% twj 1 Dl.4•7 Sub h>t*l(Gr&gs forARJ O.trD l B(tr)Y 107h&T 4VI)N A2 lov•*ts￿Int (wi l&¥l• Sub ttsia 14D. 107,sS? A3P• RllryL DI uja cerrtr TAr￿[r￿￿Tript￿￿l In¥Wv￿1 Jhl 6 14..yJl 2CQ..JJ, PnTrUry. ￿￿1￿. Ch¥knbkn C￿1 & Crmrvab 2.Jltr 11,421 IèT.T5'11 4)J.g*'?1 ?￿.￿1 .aD i..F (￿1 J Pvr* C 405 Èty IZ1 1.5•7 lll4471 b. lis T43 C4)1 ,] i)D.a 121 A4 inEI InvHtrtl•nl gurchostyi Sub t(Jtsl o.oox Tot•1 4JA5 .364 1W.477 115.7k).OTr) 22.0 I I.IY4 fjoi AS Tr&n•br• IuTrE AE li¢1 end c•$￿ 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 r4ip*èl I kD È nl&C*th a È *,1 Tot41 ¢a*h T14.441 bl.142 UnrHtrl¢l•d bJrtd R••IN￿l￿ ftjn Endowrn*nl nds IÉ D¥lillT Fwn¢ Curr*nl W* 10 CDit IFJPIIMIIJ CCXX Rl accounts (SS) 2810112025 Dala51s P￿d ¢¢vl Ippl￿n•1] CvArf*M È4 r•t4ln•d ttsrtho ¢h4rlty's pwn Deknll CtsdrbD rbd ID IbNb B5 Llabbl Itlè Sllln84u p￿nE 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