## **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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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 **----- Start of picture text -----**
Trustee name Dates acted if not for whole year
N/A
**----- End of picture text -----**
## **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| ||
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