2025-07-31-accounts - University Of The Third Age - York

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a; CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees’ Annual Report for the period

From 1 August 2024 To 31 July 2025

Charity name: University of the Third Age - York

Charity registration number: 1007843

Objectives and Activities

Objectives and Activities	Objectives and Activities	Objectives and Activities
Ys 0nreteencs Summary ofthe purposes of	Para1.17 The objects ofthe u3aaretoadvance the
the charity as set out in its		education and, in particular, the
governing document		education of older people and thosewho
		are retired from full timework by all
		means, including associated activities
		conducive to learning and personal
		development, inYorkand itssurrounding
		locality.
Summary ofthemain activities in relation to those	ie1.17and .	Weprovideawiderange ofclasses and activities formembers, thatare led
purposes forthe public		byourmembers ona self-help basis.
benefit, in particular, the		The classes, study trips and other
activities, projects orservices		activities coverawidevariety of
identified in the accounts.		subjects and recreational activities and
		benefitolderpeople in theYork area by
		giving them the opportunityto advance
		their learning and general wellbeing.
		PO
Statement confirming	Para 1.18	In planning ouractivities forthe year, the
whetherthe trustees have		Trustees have had regard to the Charity
had regard to the guidance		Commission guidance on public benefit.
issued by the Charity
Commission on public
benefit

Additional information (optional)

Additional information (optional)	Additional information (optional)	Additional information (optional)	Additional information (optional)
You may choose to include furtherstatements where relevant about: Ts P ferencePO Wedo make any grants.
		Para 1.38
Policy on	grant making
			Wedo notmake anysocial investments.
		Para 1.38
Policy on	social investment
including	program related
investment

Contribution made by Para 1.38 We do not have any paid staff. All of our volunteers activities are led by volunteers. Their contribution is paramount to the success of our organisation. Our course leaders, office and other helpers, and technical team are all volunteer members. me EP Achievements and Performance el Our membership numbers have continued to increase from 1709 at 31 July 2024 to 1862 at 31 July 2025. Summary of the main s ‘ Para 1.20 achievements of the charity, We provide members with both face-toidentifying the difference the face activities and hybrid meetings using charity’s work has made to Zoom. We continue to provide meeting the circumstances of its rooms at the Friends Meeting House in beneficiaries and any wider York which are fully equipped, including benefits to society as a the use of hearing loops. The hall we use whole. for our monthly talks at the Central Methodist Church is similarly equipped. We have continued to develop the activities on offer. Our international and UK travel provide enriching opportunities for travel in congenial company, which is particularly valued by single members. We produce a bi-monthly newsletter distributed to our members using email and follow this up every month with reminders of up-coming events and have just introduced a monthly "What's On" email for members. We also have an extensive website. We offer a range of activities that promote health and wellbeing, these include group activities, talks and social events to encourage members to come together to exercise and share knowledge and experiences. We reduce social isolation by providing ways for retired people to meet.

Additional information (optional) You™ choose to include further statements where relevant about:

Financial Review

Review ofthe charity’s	Para 1.21	During the yearto 31 July 25we reported
financial position attheend		asurplus of£13,189 ascompared to
ofthe period		£20,750 fortheyearto 31 July 2024.A
		decrease of£7,561.
		Our receipts forfinancial yearto 31 July
		2025were £140,928 compared to £150,970
		received inthe financial year ending 31st
		July 2024. A decrease of£10,042 (6.65%).
		Ourpayments forthe financial yearto 31
		July 2025 were £127,738 compared to
		£130,220 paid in the financial yearended
		31 July 2024. A decrease of£2,481 (1.9%).
Statement explaining the	Para 1.22	Weaim to retain as a general reserve an
policy for holding reserves		amountwhich is the equivalentofno
statingwhy they are held		morethan oneyear’s planned
		expenditure, plus 18 months rent for the
		u3a centre (the rental termination period
	Amount ofreservesheld	Paat22_0
reserves
deficit
uncertainties about the		viability ofthe organisation.
charity continuing as a going
concem
Additional information (optional)
You may choose to include further statements		where relevant about:
		The principal source offunds is
		members’ subscriptions and
The charity’s principal sources offunds (including		Para 1.47
anyfundraising)
		We do notmake investments.
Investment policy and
objectives including any	pata 1.85
social investment policy
adopted
		Mostofour risks are covered by
		insurance. Ourmain remaining risk is
A description ofthe principal		Para 1.46
risks facing the charity		premiseswemay haveto hire to
		undertake oureducational activities, if
		ourcurrentpremises were not available
		foran extended period.We are holding
		reserves to coverthis risk.
pe

Structure, Governance and Management

|Description ofcharity's
trusts:|||| |---|---|---| |How isthe charity|Para 1.25|Unincorporated members association.| |constituted?||| |Trustee selection methods
including details ofany
constitutional provisions e.g.
election to post orname of|Para 1.25|Trusteesaredrawnfrom ourmembership
and interviewed by anAppointments
Sub-committee, andanyvacancies are
advertised to allmembers. All Trustees| |any person orbody entitled
toappointone ormore
trustees||retireatourAnnual General Meeting and
can stand for re-election provided they
have notalreadyexceeded 8yearsasa| |||Trustee.| |Additional information (optional)||| |You may
choose to include furtherstatements where relevant about:||| |||Ail newTrustees receive awelcome pack| |Policies and procedures
adopted forthe induction and| Para 1.51||includingessentialdocumentsandforms
to complete. Trustee courses are
available.| |training oftrustees||| |||TheYork u3a is affiliated to the National| |The charity’s organisational
structure and anywider
networkwithwhich the
charity works|Pata 1.04|ThirdAgeTrust,whichprovidescentral
guidanceand support. Wealso network
with otherlocal u3a organisations across
theYorkshireand Humberside Region.| |||We maintain averygood mutually| |Relationship
withanyrelated | Para1.51
parties||supportive relationshipwith theFriends
MeetingHouseinYorkwhoareour
landlords.| |me||| |Reference and Administrative details||| || Othernamethe charityuses [Yorku3a_||ss
Ci‘™SOCOC;*”| |Charity’s principal address|15a Clifford Street|| ||York|| ||YO1 9RG|| |eee||eee|

Names of the charity trustees who manage the charity

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Corporate trustees — names of the directors at the date the report was approved
|
[Directorname C~SCS
SD
a
SD
sf
a C
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Name of trustees holding title to property belonging to the charity

----- Start of picture text -----
Nome
pT
GD
a
a
Ge
----- End of picture text -----

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| Funds held as custodian trustees on behalf of others
| Description ofthe assets None
held in this Capacity |
Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects
Details of arrangements for
Safe custody and
Segregation of such assets
from the charity’s own assets
----- End of picture text -----

----- Start of picture text -----
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address
adviser
| [None] Name of chief executive or names ofsenior staff members (Optional information)
Exemptions from disclosure
Reason fornon-disclosure of; personnel! details
Other optional information
| None
----- End of picture text -----

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Full name(s) ALICE MOR 00% Le YAW. Dae ) lBlac | |

Docusign Envelope ID: 4A832DCA-F9A7-47AC-B7E1-6F14A9303D81

UNIVERSITY OF THE THIRD AGE - YORK

1007843

Receipts and payments accounts

1/8/2024

To 31/7/2025

For the period from

CC16a

Section A Receipts and payments Central Funds Groups Other Total funds Last year to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £		£ (Adverse) / % Change ~~=~~	£ (Adverse) / % Change ~~=~~
A1 Receipts
Members Subscriptions 30,337 - - 30,337 32,524 Gift Aid - - - - 4,164 Donations 6,914 6,914 10,394 Fees for Charitable services(TAM) 1,188 1,188 1,395 Interest on Deposit Account 1,034 - - 1,034 1,006 Charitable Activities 19,585 81,870 - 101,455 101,487 - - - - - - - - - - *Sub total(Gross income for AR)59,058* 81,870 - 140,928 150,970 ~~7~~		(2,187.00) (4,164.00) (3,480.00) (207.00) 28.00 (32.00) 0.00 0.00 (10,042.00)	(6.72%) (100.00%) (33.48%) (14.84%) 2.78% (0.03%) 0.00% 0.00% (6.65%)
~~A2 Asset and investment sales,~~ - - - - - - - - - _Sub total _ - - - - - Total receipts 59,058 81,870 - 140,928 150,970 ~~———~~		0.00 0.00 0.00 (10,042.00)	0.00% 0.00% - (6.65%)
A3 Payments Rent of u3a centre 22,735 - - 22,735 20,406 (2,329.00) (11.41%) TAT Membership (incl Insurance) 7,200 - - 7,200 6,900 (300.00) (4.35%) Telephone,internet,website,software 835 - - 835 2,460 1,625.00 66.06% Printing, postage,stationery 3,458 - - 3,458 2,380 (1,078.00) (45.29%) Charitable Activities 8,181 78,607 - 86,788 92,842 6,054.00 6.52% Cost of Charitable Services(TAM) 1,800 1,800 1,303 (497.00) (38.14%) Equipment & Equipment Maintenance 2,561 2,561 2,225 (336.00) (15.10%) Promotion - - - 0.00 0.00% Bank Charges 498 - - 498 463 (35.00) (7.56%) IE Fee 450 - - 450 420 (30.00) (7.14%) Other Costs 1,414 - - 1,414 821 (593.00) (72.23%) Sub total 49,132 78,607 - 127,739 130,220 2,481.00 1.91% ~~ope~~
A4 Asset and investment - - - - 0.00 0.00% - - - - 0.00 0.00% Sub total - - - - - 0.00 0.00% Total payments 49,132 78,607 - 127,739 130,220 2,481.00 1.91% *Net of receipts/(payments)* 9,926 3,263.00 - 13,189 20,750 (7,561.00) (36.44%) A5 Transfers between funds - - - - - A6 Cash funds last year end 114,441 9,182 - 123,623 102,873 *Cash funds this year end* 124,367 12,445 - 136,812 123,623 Section B Statement of assets and liabilities at the end of the period Categories Unrestricted Group Funds Other Funds Details ~~————————~~ ~~—— —~~ ~~===~~
to nearest £ to nearest £ to nearest £
124,367 12,445 - - - - - - 124,367 12,445 - B1 Cash funds Bank & Cash *Total cash funds* ~~===~~
(agree balances with receipts and payments
OK OK OK account(s))
Unrestricted Restricted Endowment
funds funds funds
to nearest £ to nearest £ to nearest £ Details
- - - - - - - - - - - - - - - - - - B2 Other monetary assets ~~===>~~
Fund to which ~~asset belongs~~ Cost (optional) Current value ~~(optional)~~ - - - - - - Details B3 Investment assets ~~——~~ ~~	~~

CCXX R1 accounts (SS)

3/12/2026

Docusign Envelope ID: 4A832DCA-F9A7-47AC-B7E1-6F14A9303D81

	- - - - ~~——~~	- - - - ~~——~~	- - - - ~~——~~	- - - - ~~——~~	- - - - ~~——~~	- - - - ~~——~~
B4 Assets retained for the		Details	Fund to which ~~asset belongs~~		Cost (optional) -	Current value ~~(optional)~~ -
charity’s own use					-	-
					-	-
					-	-
					-	-
					-	-
					-	-
					-	-
					-	-
		Details	Fund to which		Amount due	When due
B5 Liabilities	- - - - - Creditors ~~—===~~
Signed by one or two trustees on behalf		Signature	Print Name	Print Name		Date of
			K J Sawyer			3/12/2026
			Jeffrey Todd			3/15/2026

CCXX R2 accounts (SS)

3/12/2026

THE UNIVERSITY OF THE THIRD AGE - YORK

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF

THE UNIVERSITY OF THE THIRD AGE - YORK

| 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 2025 which are set out on pages 1 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’).

| 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 | have followed all the applicable Directions given by the charity Commissioner under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

| have completed my examination. | 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:

(1) accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

(2) the accounts do not accord with those records; or

| have no concerns 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 reached.

Nigel Everard BA FCA Hunter Gee Holroyd Club Chambers Museum Street York YO1 7DN