Trustees’ Annual Report for the period from 1st September 2024 to 31st August 2025
Charity name: Poole University of the Third Age
Charity registration number: 1019559
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the public in the Poole area, and in particular the education of older people and those retired from fulltime work by all means including associated activities conducive to learning and personal development. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The provision of classes in a wide variety of subjects covering academic, physical & social activities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees do have regard to the guidance issued by the Charity Commission on public benefit, and the contents of this Annual Report demonstrate the value of our work to the public. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Poole u3a has the support of numerous volunteers without whose help it would be unable to function. These include volunteers who help with running the charity, and volunteers who lead our classes. |
| Other | N/A |
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity makes a valuable contribution to the mental & physical wellbeing of older people by giving them the opportunity to participate socially in a wide range of mental & physical activities which help to maintain their mental acuity & physical health. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | There were 904 members at the end of August 2025, a slight decrease compared to 915 members the previous year. |
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See the Annual Accounts & Treasurer's Report associated with this Annual Return. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to cover at least 50% of budgeted expenditure. |
| Amount of reserves held | Para 1.22 | £65,624 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties. |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Membership subscriptions and class fees. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | 1. A decline in membership numbers. 2. Large increases in the costs of hiring activity venues. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | A Constitution last updated in October 2018 & derived from Poole u3a's membership of the Third Age Trust. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed or reappointed annually at the Annual General Meeting in November. Trustees may be co-opted during the year but must then be elected at the next AGM. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | N/A |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Poole u3a is managed by the trustees meeting about 8 times per year as a committee. Ad-hoc sub committees may be appointed to report on issues of major importance. |
| Relationship with any related parties |
Para 1.51 | None. |
| Other | N/A |
Reference and Administrative details
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Charity name Poole University of the Third Age.
Other name the charity uses Poole u3a
Registered charity number 1019559
Charity’s principal address The Spire, High Street, Poole BH15 1DF
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Alan Jowsey Chair
2 Ruaraidh MacKay Treasurer
3 Jacqueline Bettess Vice-Chair
4 Jan Harrison Secretary
5 Denise Brown
6 Julia Palmer
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole year
N/A
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Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
|
|---|---|
| Alan Stuart Jowsey | |
Chair |
|
| 7 June 2026 | |
| 7 June 2026 |
POOLE u3- INeoME & EXPENDITURE ACCOUNT-Y8ar endln9 31 August 202S Rolt4rgd ¢harlly N& 10195 Incomè 2023124 2024126 ExpDndftuM 2023124 2024I2S hl•mb•rs' SybV¢rlpOn• lft Ald Dontlon E82,782.65 £5.499.76 £335.29 £1.141.04 £64,241.74 £3,799.41 £165,52 £1,358.29 M•mbgr•hlp r•fund• V4nu Hlr4 SoftwJr• Ilconc•• Offl¢ R•nt & T•l•phohy Thlrd Ao• Tiu81 Afllllallon F• U3A Tru•l N•wi & CLA Llconcg £2,223.00 £39,458.93 ¢1,058.32 £9,270.60 £3.424.00 £1,381.47 £658.9& £3,316.74 £39,$11.00 £1,059.Y3 £6.084.00 £3,3D4.0¢ È2,e01.47 £¢32,91J £151.68 £720.76 statlon•ry Po•tig• T•lphon• 9ulpm•ntl¢ourn• Ald• SpDak•r•' F•• L••dq¢¥' Meotlng• Paypal comml••l•n $unOrl•A D•FY•¢liion Tangltl• A•••l• Tr•v•l Group •xp•ndlture for y••r £917.50 £82.66 £222.72 £149.37 É22.15 t380.07 £e.79 £436.Z6 eJ56.07 £88,17 £323.76 ÉB2.43 £002.57 Yr4v•l Group Inc•m• 1ory••r T¢•1 Ihc4m• £69,7S8.74 Total Cufr•nt Expirndltur• Tolal C•plt•l Exp•ndiwr• Exc• IID•lEII ol Im¢•m• ov•r Exp•ndllur•- Tra1 4rou# £65.784.01 £59,233.4B £0.00 £1,108.97 £0.00 exc•sb IID•flclt) of In¢om• over ExpDrur* £13,B74.73 ¢9,172.91 £,751.74 £89.66S.36 t89,758.74 É89.565.36
print Po01• u3& ULANCE $HEETa• al 31 Avguo12025 2023124 2024125 A¥MI¥ 2023124 2024125 curnulitld RfjHrva Fund £4B,017.18 ÈD.00 £05,624.44 C••h at Sgvlngo Bink C&•h 1¢ Natsg•18•hk £37,e82.29 ¢39,D40.58 Ac£ru•d hlr• ch4rgM & InGld•nlal co•1• Tr•vol Group R•Mrv• Fund eorr•¢iiL>Tr •rnonl•i lo Tr•Jiur•r £4528.73 E57,8.02 £60,219.64 £1,1•5.51 £1,195.51 £45.00 ¢a•h wllh Paypal C•#h bt HSBC C•sh al HSBC ITrv•l Oroupl T•nglbl• Flxgd A•¥i• £•.823.93 £0.10 £0.00 È830.89 £23,4Q7,17 £0.00 £0.00 £•8e.29 8U8PEN8E AC¢OUNT8 M•mb•r•' Subi¢rlplloTh• R•D•lv•d InAth•n¢• A<crU •xp•n••b IThlrdAg• Trultl oIrtAld r•nI £50,746.00 t4BOS,47 £0.00 fJ2,260.•0 £0.00 £0.00 $uspeNSE ACCOUNTS V•nu• Hlr• cargM Pald In Ad¥inD• V•nue hlr• rbfund du• HMRC gIftAld £0.00 £0.00 £0.00 E•.00 £3.709.41 £123,eG3.8 £105,764.13 £123,633.08 £100.7e4.13 Pr•wNd By Rory M•¢KIy N•noraryTr•4•urnr. Pool• U3A IL Ex•mln•d 8y Colin M•rrnn Indgp•nd•nl Eximln•r Aor••d By In Jowi•y Cth4lr. Pool• V3• Pa8c2
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees CtliR& Piioi On accounts for the year ended 31 1 2015 Charity no (if any) 401q££q Set out on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trusf) for the year ended Responsibilities and basis of report As the charrty's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {llhe ACY). I report in respect of my examination of the Trust's accounts carried out under seclion 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act_ Independent tThe charity's gross income exeded £250.000 and l am qualified to examinerfs ststement undertake the examination by being a qualified member of linsert name of applicable listed body]l. Delete [ ] rf not applicable. I have completed my examination. I confim that no material matters have come to my attention in connection with the examination (other than thal disdosed below ") which gives me cause to believe that in, any matertal respect.. the accourrting records were not kept in accordan with section 130 of the Chanties Act. or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements conceming the fomi and content of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in Gonnection with the examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. Please delete the words in the brackets rfthey do not apply. Signed: iry Date: S KE6 2ozL Name: Relevant professional qualifiGation(sl or body IER Oct 2018
(if any): Address." IB Section B Disclosure Only complete if the examiner Treeds lo highlight rnatenal matters of conrn {see CC32, Independent examination of charity accounts-. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018