## |(eg. trust,|(eg. trust,|(eg. trust,|association,||company)|company)|| |---|---|---|---|---|---|---|---| ||Trustee selection||||methods||Trustees are members
ofthe U3A and collectively form the committee| ||(eg.|appointed
by.|||elected by)||which runs
it. The AGM elects the committee
members,
but more can be| ||||||||co-opted as required
during the year. Each Trustee is required to answer| ||||||||questions
regarding
their suitability
and probity to act as aTrustee for the| ||||||||charit .| ||||||||I e
e| ||||||||Canterbury 5 District U3A is a learning
co-operative
which draws upon| ||||||||the knowledge,
experience
and skills of its members
to organise courses,| |Summary
ofthe objects
charity set out in its
governing
document||||||ofthe|interest groups, events and activities
in accordance
with the wishes ofthe
membership.
Learning
is purely for pleasure
with no distinction
made
between
group leaders and learners.
No accreditation
or certificates exist
and there are no assessments
or qualifications
to be gained. The| ||||||||organisation
exists for members
to share and enjoy learning
and| ||||||||members
are encouraged
to both lead and learn.| ||||||||Chris Plant had ably led u3a through
the Covid-19 Pandemic
period. The
35'"AGM voted Robin Terry to be the new Chair. His stated objective| ||||||||was to continue to promote the growth
and stability of Canterbury
u3a as| ||||||||we re-launched
a range ofactivities
and courses
in the post Pandemic| ||||||||penod.| |Summary||ofthe main|||||Committee
meetings were held mainly
monthly,
initially
by zoom; and
then returning
to primarily face-to-face from April 2022.| |activities||undertaken||for||the|The Chair, and President,
attended
the Third Age Trust (TAT) AGM in| |public|benefit in relation|||||to|early October 2022.| |these|objects (include||||within||| |this section|||the statutory||||The University
of Kent supports
u3a Canterbury
through
a Memorandum| |declaration|||that trustees|||have|of Understanding,
as part oftheir commitment
to engage with the public| |had regard|||to the guidance||||through
its research,
and to strengthen
its links with the community.| |issued|by|the Charity|||||Robin Terry took over from Rona Hodges as our Coordinator
and| |Commission|||on public||||attended
the first post-Pandemic
meeting,
hosted
by Professor Pothen at| |benefit)|||||||the University,
in December.| ||||||||Membership
ofthe u3a at the year- end was 1,100.The national u3a| ||||||||Seacon computer database
system enables us to comply with GDPR| ||||||||legislation
by ensuring
that membership
details are held securely
within| ||||||||the system.| ||||||||For more details
see section D below.| ## |Summary
ofthe main
achievements
ofthe charity
during the year|Summary
ofthe main
achievements
ofthe charity
during the year|Summary
ofthe main
achievements
ofthe charity
during the year|To assist in recruiting
new members,
joining days were re-introduced
post Pandemic
from the beginning
ofthe year. Held on the first Friday
morning
of most months,
they are hosted
by the Membership
Secretary
and a band ofvolunteers.
The objective is not only to recruit,
but also to| |---|---|---|---| ||||fully inform potential
new members
ofour u3a's ethos and principles
and
to explain
current courses and activities available.
Refreshments
are| ||||provided.| ||||All new members
receive a personal
welcome letter from the Chair and a| ||||copy ofour latest Courses programme.
A Brief Guide to being a member
was updated
for use in recruitment.| ||||An Open Day took place in the middle ofMay to "showcase" activities| ||||within
Canterbury
u3a for potential
recruits.
Information
and taster| ||||sessions were provided
and six new members joined. Our website also
enables prospective
members
tojoin by following a link on the web site
and this has proved to be popular.| ||||An Information
card is produced
annually;
available
after the AGM; listing
key personnel
contact details and important
dates including
Monthly
meetings.
A News Bulletin
is sent out at the beginning
ofeach month
using the Beacon email system, supplemented
by post for members
without
email. We have also let a contract to improve
our internal
email
system to the committee
members,
course leaders and certain volunteer| ||||post holders.| ||||Our Canterbury
office was staffed most Wednesday
and Thursday
mornings,
offering photocopying
and printing
resources
and general
query resolution.| ||||Like all u3as in the country, we expedienced
a temporary
web site failure
in late November.
The Third Age Trust (TAT) appointed
a new web-| ||||hosting contractor and our website was fully restored
by our webmaster
over the course ofa few weeks.| ||||Our courses and activities programme
post pandemic
began to grow
again and, whilst we still ran some talks and courses on Zoom; face-to-
face groups became the norm. We ran a total ofaround one hundred| ||||courses and activities
in the year and are constantly
recruiting
new tutors
and leaders from our membership.
Walks, sea swimming,
gardening
and
other outdoor activities complement
a comprehensive
and more
academic learning
programme,
which also allows for such enjoyments
as
dancing
and music making
and other social activities.| ||||Face-to-face courses were free during 2022 thanks to the savings
accrued from much reduced
hall hire requirements
during the previous 18
months
ofPandemic
restrictions
and lockdowns.
A new Courses Booking
system was successfully
launched
in September.| ||||The Tutors, Leaders, Hosts and Coordinators
are the "engine room" of
Canterbury
u3a. They are a committed
and dependable
group of people
who share their knowledge,
expertise and understanding
ofa subject or
activity. The annual
lunch for them took place at the end ofApril.| ||||At our monthly
meeting,
we usually
have an invited speaker.
We learnt
from and enjoyed the expediences
ofan immigration
judge; a look back at
the
'I960s; and life as a private investigator.
We also have Courses and| ||||Membership
tables
in the lobby to answer queries
and facilitate easier| ||||access to information
for some members.| |||||Other events included
a Summer
picnic and get together;
an Autumn| |---|---|---|---|---| |||||Quiz; a Bring and Share Christmas
Lunch; and a Christmas
Concert.| |||||Two five-day coach holidays were organised.
At the beginning
ofMay we| |||||enjoyed "The Historic Houses
II; Heritage ofShropshire".
In September| |||||we enjoyed touring
through
Essex and Suffolk.| |||||2022 has been particularly
challenging
from a financial
point ofview. All| |||||courses were free during 2022 (due to reduced
hall hire during the| |||||previous 18months of Pandemic
restrictions
and lockdowns),
but income| |||||was restricted
to members
subs. The Treasurer
had therefore to maintain| |||||careful control ofthe finances
in order to ensure the viability ofthe u3a.| |||||The committee
agreed the reserves
policy in June 2013. Ittakes account| |Briefstatement
ofthe||||ofadvice by the Charity Commission
and that ofthe Third Age Trust. The| |charity's
policy on||reserves||committee
on recommendation
by the Treasurer determines
the actual| |||||level.| |Details ofany funds
in deficit|||materially|None| |Further financial
review details||||(Optional
information)| |You may choose to include
additional
information,
where
relevant about:
e
the charity's
principal||||Our U3A is supported
through
funds received from its members
from
subscriptions.
These are used to fund our objectives as detailed
in
section C and D ofthis report through
the hire ofcourse venues,
rental of
the office accommodation
at Orange Street, payment
ofspeaker fees etc.| ||sources offunds|(including||A very small sum is received as interest payments
from the bank.| ||any fundraising);|||A 5year look forward
financial
management
plan is used to assist in| |o|how expenditure
has
supported
the key objectives|||ensuring
the financial
security ofthe U3A. Progress is regularly
reviewed
by the committee.| ||ofthe charity;|||In order to continue to fund our activities the committee
intend to resume| |e|investment
policy
objectives including||and
any|a policy applied
in earlier years that a course fee will be applied for each
course in our Main Programme
2023/4.| ||ethical investment||policy|| ||adopted.|||| ||e|||e
~
e| ## ## |||||2022|2022|2021|2021|| |---|---|---|---|---|---|---|---|---| ||||f|||f|f|f| |Cash at Lloyds Bank A/C
Cash at Lloyds bank
A/C
Cash at Lloyds bank
A/C
PayPal A/C
Total cash 1stJan 2022
Net Movement
ofFunds||Current
Outings
Deposit
ex Financial|51,628
2,635
15,000
20
69,283|69,283||63,657||46,002
2,635
15,000
20
63,657| |Statement||||-9,437||5625.83||| |Fixed Assets @Y/E||2022||327||139||| |Total Value at Y/E||2022||60,173|60,173|69,422|69,422|| |REPRESENTED BY;||||||||| |||||31.12.22|Total|31.12.21|Tota I|| |CURRENT ASSETS||||f||f||| |Cash at Lloyds Bank
Cash at Lloyds bank
Cash at Lloyds bank
PayPal A/C|A/C
A/C
A/C|Current
Outings
Deposit||42,192
2,635
15,000
20||51,628
2,635
15,000
20||| |Sub Total at year end||||59,847|59,847|69,283|69,283|| |FIXEDASSETS||||||||| |B/Fwd||||139||171||| |Purchased
in Year||||292||0||| |Total Fixed Assets||||431||171||| |Less depreciation/written||off||104||32||| |Net Fixed Assets||||327|327|139|139|| |CREDITORS||||||||| |Amounts
falling due||||||||| |within 3 months||Bookings||0||0||| |PayPal/Chqs
bfwd ex||last year-||-20||-20||| |PayPal/chqs|not|cld||20||20||| |||||0|0||0|| |Net Assets|||||60,173||69,422|| ## ## ||2022|2021| |---|---|---| |INCOME 8( RESOURCES||| |Acti vities tofurther the chorrty's objectives||| |Incoming Resources||| |Net Subscriptions
Courses and fees|22,189
0|22,518
0| |Miscellaneous|88|0| |Donations|752|59| |Banl& Interest|8|2| |Third Age Trust Grant|0|0| |TFR ex Outings
A/C|0|0| |Outings -Receipts|0|0| |Gift Aid
Total Income
Resources Expended|2,829
25,866|3,027
25,606| |Course Expenses|2,426|68| |Administration
Rents
Communications:
Printing|4,084
20,025
1,040|2,791
11,462
582| |Communications:
Post|1,729|129| |TAT Affiliation
Fee
Beacon Usage Fee
Speakers|4,092
1,023
590|3,472
1,032
445| |Outings
Expenditure|0|0| |Sub Total
Asset Purchases|35,010|19,980| |Laptops PCs|0|0| |Orange St Equipment|292|0| |Total Resources Expended
Net resouces less net expenses
NET MOVEMENT
IN FUNDS|35,302
-9,437|19,980
5,626| |Funds bal. B/F at 1stJan
Chqs cld ex last year
8& Chqs not cld at Y/E|69,283
0|63,657
0| |Total Funds balance at year end|59,846|69,283| ## ## ## ## ## ## ##