|
— Trustees’ Annual Report for the period | CARTY Period start date Period end date A A From To | e Section A Reference and administration m | | Charity name U3A Canterbury & | |
.
|
## Reference and administration details
## Charity name U3A Canterbury & District
Registered charity number (if any)| 1026681
Charity's principal address| 8 Orange Street
Canterbury
## Names of the charity trustees who manage the charity
- 3 | Keith Watson UpEro... Si[Tce] Di 4 Mary Laslett Membership 01.01.23-31.10.23 Secretary
- 5 Angela Tippett Course Administrator
- 7 | Robert Matthews Business Secretary | 01.01.23-12.04.23 ae, = ae 8 | Jane Dennett fs 01.01.23-03.04.23
- 44 John Wetherell Mem Sec from 02.03.23-31.12.23 01.11.23
- 42 Lizzie Arrow Mem Sec from 02.03.23-31.12.23 01.11.23
## Section B
## Structure, governance and management
## Description of the charity’s trusts
Type The constitution is based upon a model suggested by the Third Age Trust of governing document (77) +9 which the U3A Canterbury &District (U3A) is affiliated. This was last revised at the AGM on 13" July 2020 following further changes recommended by TAT and the Charity Commission.
TAR
4
March 2012
;
| | | | |
)
## How the charity is constituted ‘ae
**----- Start of picture text -----**
|||||||||||
|---|---|---|---|---|---|---|---|---|---|
|Tessetes|eoslisciitnin,|ppastivets|Trustees are members|of the U3A and collectively form the committee|||
|‘eg,|appointed|by,|elected|by) ||Which runs|it. The AGM elects the committee members,|but more canbe|||
|co-opted as required during the year. Each Trustee|is required to answer|
|questions|regarding|their|suitability and|probity|to|act as|a Trustee forthe|
|charity.|
|Section|C|Objectives|and|activities|
|u3a|Canterbury &|District (C&D)|is a|learning|co-operative|which|draws|
|upon the knowledge,|experience and skills of its members to organise|||
|Summary of the objects|of the|courses,|interest groups, events and activities|in accordance with the|||
|charity set out in|its|wishes of the membership.|Learning|is purely for pleasure with no|||
|governing document|distinctioncertificates madeexist and betweentheregroupare|no leadersassessments and|learners.or|qualificationsNo accreditationto|be|or|||
|gained.|The|organisation|exists|for members|to|share|and|enjoy|learning|
|and|members|are|encouraged|to|both|lead|and|learn.|
|A steady|increase|in|membership anda|full|programme|of courses and|
|events took|place|in|2023.|Executive Committee|meetings were|held|
|monthly.|
|.|| The|Chair,|and Vice|Chair,|attended|the|Third Age|Trust (TAT)AGMin|
|October.|The|Chair|attended|Kent|u3a|Network|events;|and|participated|
|S$|fth|:|in monthly u3a online Chairs’ Forum meetings which|launched|in August.|||
|sires ™|i|selene_|The|University|of Kent (UKC) supports u3a C & D,|through a|
|ae|ah . shel|2|eh sd t|e|Memorandum of Understanding,|as part of their commitment to engage|||
|ae|-|i oets|stei Sat 4|with the public through|its research,|and to strengthen|its links with the|||
|ins - aon nie|hen|in||community. The arrangement supports the u3a Cinema|Interest Group|
|d inn itayth|a a|:|a|with|film screenings|in the Gulbenkian|Arts Centre, as well as enabling|||
|a tie me ti|e|éie|ave ||43a C & D members to volunteer to take part in some social|research|
|ne|ee Ae pa|a —|topics.|Links were established|with the Former Staff Association|(FSA) at|||
|Shee|eee|UKC.|Links were|re-established|with|Canterbury|Christ Church|University|
|Commission|on|public|(CCCU)|
|benefit)|Guidance from the Charity|Commission,|as well as that received from|
|TAT,|is reviewed|by the committee when|received and|action taken|as|||
|necessary.|||
|For more|details,|see section D|below.|||
**----- End of picture text -----**
Additional details of objectives and activities (Optional information)
**----- Start of picture text -----**
||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|Section|D|Achievements|and|performance|
|Summary|of the main|There were 1,100 members|at year- end. A Joining Session was held|in|
|pi|eh|of|. charity|most months.|Hosted by the Membership Team and a band of volunteers|
|during the year|it informs potential|new members of the u3a ethos and|principles as well|
|as|explaining|current courses|and|activities|available.|
|All|new members|received|a|personal welcome|letter from|the|Chair and|
|a|copy|of our|latest|Courses|programme.|
|An Open|Day took place|in May to “showcase”|activities within|u3a C&|D.|
|information|and|taster sessions were|provided|to|attract|potential|new|
|members.|
|An|Information|card|is|produced|annually,|listing|committee|members,|
|key|contacts,|and|the Monthly|meeting|programme.|In|addition,|a|monthly|
|News|Bulletin|is|distributed|by|an|editorial|team|to|all|members.|
|We are|proud|of our extensive|programme|of over|400 courses which|run|
|over the|autumn|and winter|period.|They|cover|both|academic|and|non-|
|academic|subjects.|All|the Tutors,|Activity|Leaders,|Hosts and|
|Coordinators who|are|involved|in|the courses are a|committed|and|
|dependable group of people who share their knowledge,|expertise and|
|understanding|of a|subject|or|activity.|The Summer programme|gives|
|tutors and|activity|leaders an|opportunity|to|run|taster|sessions|in|new|
|subjects and|ideas.|At the|annual|lunch|in|April|for them, a|lively|
|discussion|took place and|many|useful|suggestions for the committee|
|were|made,|some|of which|are|mow|being|developed.|
|During|the summer|period|more outdoor activities|complement|the|
|learning|and|social|activities programme. A new|courses’|booking|system|
|was|successfully|launched|in|September.|
|The|u3a C & D website|continued|to be a|useful|platform|to|publicise|
|details|and|course|activities.|
|A|research|group working|with|the UKC|has|been|active since 2014,|with|
|21|projects|currently|listed|on|the|national|u3a|research|database.|In|
|:|December the group|presented|their most|recent|project,|which|explored|
|the|potential|benefits|to health and wellbeing|of engaging|in|arts and|
|creative|activities|by|u3a C|& D|members|during|Covid-19|lockdown.|
|They were able to|identify|a range|of|artistic|creative|activities which|
|individuals|had|engaged|in,|with|a variety|of related|health|and wellbeing|
|benefits|being|expressed.|
|Three one day outings were organised|during|the year to “Hidden|
|London”,|Romney|Marsh and|Sussex. We|also|procured|two five-day|
|coach|holidays to Wales and|the|Isle of Wight which were enjoyed|by|all|
|the|participants.|
|The committee|agreed|the|reserves|policy|in June 2013.|it takes account|
|Brief statement of the|of advice by the Charity Commission and that of the Third Age Trust. The|
|charity’s|policy on reserves|committee on recommendation|by the Treasurer determines the actual|
|level.|
|Details|of any|funds|materially|
|in|deficit|
|Further financial|review|details|(Optional|information)|
**----- End of picture text -----**
**----- Start of picture text -----**
.
**----- End of picture text -----**
:
|
:
## senna
**----- Start of picture text -----**
tare [ Our uda is Supported through funds received from its members from
rolguss nt shout:tn ccmamicaeo |_ subscriptionsdetailed in section and course C and D fees. of this Thesereport are through used tothe fund ourhire of objectives course as
Sikes | venues, rental of the office accommodation at Orange Street, payment of
* the charity's principal | speaker fees etc. In addition, we receive Gift Aid from HMRC.
sources of funds {including | j
any fundraising), | Asmail sum is received as interest payments from the bank.
* how expenditure has A = ’ .
supported the key objectives _ '" 2023 we took the decision to re-instate course fees, which had been
of the charity; | discontinued during the COVIC epidemic. During that period, we had
Ee | greatly reduced hiring of halis and general expenses. We have now fully
* investment policy and | recommenced our activities, and fees as well as subs are necessaryto
objectives including any | ensure the financial viability of our u3a.
ethical investment policy | The committee reguiarly reviewed financial reports during the year i
adopted ae
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s) Robin Stuart Terry hieeagl i
Position (eg Secretary, (Char ~~ ~~ SO*=CS«é‘“‘~«~C*C SUT =i
Chair, etc) i eds eee Lasts one
Pate | LeiL,March 2024
TAR 4 March 2042
**----- End of picture text -----**
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**----- End of picture text -----**
|
— Trustees’ Annual Report for the period | CARTY Period start date Period end date A A From To | e Section A Reference and administration m | | Charity name U3A Canterbury & | |
.
|
## Reference and administration details
## Charity name U3A Canterbury & District
Registered charity number (if any)| 1026681
Charity's principal address| 8 Orange Street
Canterbury
## Names of the charity trustees who manage the charity
- 3 | Keith Watson UpEro... Si[Tce] Di 4 Mary Laslett Membership 01.01.23-31.10.23 Secretary
- 5 Angela Tippett Course Administrator
- 7 | Robert Matthews Business Secretary | 01.01.23-12.04.23 ae, = ae 8 | Jane Dennett fs 01.01.23-03.04.23
- 44 John Wetherell Mem Sec from 02.03.23-31.12.23 01.11.23
- 42 Lizzie Arrow Mem Sec from 02.03.23-31.12.23 01.11.23
## Section B
## Structure, governance and management
## Description of the charity’s trusts
Type The constitution is based upon a model suggested by the Third Age Trust of governing document (77) +9 which the U3A Canterbury &District (U3A) is affiliated. This was last revised at the AGM on 13" July 2020 following further changes recommended by TAT and the Charity Commission.
TAR
4
March 2012
;
| | | | |
)
## How the charity is constituted ‘ae
**----- Start of picture text -----**
|||||||||||
|---|---|---|---|---|---|---|---|---|---|
|Tessetes|eoslisciitnin,|ppastivets|Trustees are members|of the U3A and collectively form the committee|||
|‘eg,|appointed|by,|elected|by) ||Which runs|it. The AGM elects the committee members,|but more canbe|||
|co-opted as required during the year. Each Trustee|is required to answer|
|questions|regarding|their|suitability and|probity|to|act as|a Trustee forthe|
|charity.|
|Section|C|Objectives|and|activities|
|u3a|Canterbury &|District (C&D)|is a|learning|co-operative|which|draws|
|upon the knowledge,|experience and skills of its members to organise|||
|Summary of the objects|of the|courses,|interest groups, events and activities|in accordance with the|||
|charity set out in|its|wishes of the membership.|Learning|is purely for pleasure with no|||
|governing document|distinctioncertificates madeexist and betweentheregroupare|no leadersassessments and|learners.or|qualificationsNo accreditationto|be|or|||
|gained.|The|organisation|exists|for members|to|share|and|enjoy|learning|
|and|members|are|encouraged|to|both|lead|and|learn.|
|A steady|increase|in|membership anda|full|programme|of courses and|
|events took|place|in|2023.|Executive Committee|meetings were|held|
|monthly.|
|.|| The|Chair,|and Vice|Chair,|attended|the|Third Age|Trust (TAT)AGMin|
|October.|The|Chair|attended|Kent|u3a|Network|events;|and|participated|
|S$|fth|:|in monthly u3a online Chairs’ Forum meetings which|launched|in August.|||
|sires ™|i|selene_|The|University|of Kent (UKC) supports u3a C & D,|through a|
|ae|ah . shel|2|eh sd t|e|Memorandum of Understanding,|as part of their commitment to engage|||
|ae|-|i oets|stei Sat 4|with the public through|its research,|and to strengthen|its links with the|||
|ins - aon nie|hen|in||community. The arrangement supports the u3a Cinema|Interest Group|
|d inn itayth|a a|:|a|with|film screenings|in the Gulbenkian|Arts Centre, as well as enabling|||
|a tie me ti|e|éie|ave ||43a C & D members to volunteer to take part in some social|research|
|ne|ee Ae pa|a —|topics.|Links were established|with the Former Staff Association|(FSA) at|||
|Shee|eee|UKC.|Links were|re-established|with|Canterbury|Christ Church|University|
|Commission|on|public|(CCCU)|
|benefit)|Guidance from the Charity|Commission,|as well as that received from|
|TAT,|is reviewed|by the committee when|received and|action taken|as|||
|necessary.|||
|For more|details,|see section D|below.|||
**----- End of picture text -----**
Additional details of objectives and activities (Optional information)
**----- Start of picture text -----**
||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|Section|D|Achievements|and|performance|
|Summary|of the main|There were 1,100 members|at year- end. A Joining Session was held|in|
|pi|eh|of|. charity|most months.|Hosted by the Membership Team and a band of volunteers|
|during the year|it informs potential|new members of the u3a ethos and|principles as well|
|as|explaining|current courses|and|activities|available.|
|All|new members|received|a|personal welcome|letter from|the|Chair and|
|a|copy|of our|latest|Courses|programme.|
|An Open|Day took place|in May to “showcase”|activities within|u3a C&|D.|
|information|and|taster sessions were|provided|to|attract|potential|new|
|members.|
|An|Information|card|is|produced|annually,|listing|committee|members,|
|key|contacts,|and|the Monthly|meeting|programme.|In|addition,|a|monthly|
|News|Bulletin|is|distributed|by|an|editorial|team|to|all|members.|
|We are|proud|of our extensive|programme|of over|400 courses which|run|
|over the|autumn|and winter|period.|They|cover|both|academic|and|non-|
|academic|subjects.|All|the Tutors,|Activity|Leaders,|Hosts and|
|Coordinators who|are|involved|in|the courses are a|committed|and|
|dependable group of people who share their knowledge,|expertise and|
|understanding|of a|subject|or|activity.|The Summer programme|gives|
|tutors and|activity|leaders an|opportunity|to|run|taster|sessions|in|new|
|subjects and|ideas.|At the|annual|lunch|in|April|for them, a|lively|
|discussion|took place and|many|useful|suggestions for the committee|
|were|made,|some|of which|are|mow|being|developed.|
|During|the summer|period|more outdoor activities|complement|the|
|learning|and|social|activities programme. A new|courses’|booking|system|
|was|successfully|launched|in|September.|
|The|u3a C & D website|continued|to be a|useful|platform|to|publicise|
|details|and|course|activities.|
|A|research|group working|with|the UKC|has|been|active since 2014,|with|
|21|projects|currently|listed|on|the|national|u3a|research|database.|In|
|:|December the group|presented|their most|recent|project,|which|explored|
|the|potential|benefits|to health and wellbeing|of engaging|in|arts and|
|creative|activities|by|u3a C|& D|members|during|Covid-19|lockdown.|
|They were able to|identify|a range|of|artistic|creative|activities which|
|individuals|had|engaged|in,|with|a variety|of related|health|and wellbeing|
|benefits|being|expressed.|
|Three one day outings were organised|during|the year to “Hidden|
|London”,|Romney|Marsh and|Sussex. We|also|procured|two five-day|
|coach|holidays to Wales and|the|Isle of Wight which were enjoyed|by|all|
|the|participants.|
|The committee|agreed|the|reserves|policy|in June 2013.|it takes account|
|Brief statement of the|of advice by the Charity Commission and that of the Third Age Trust. The|
|charity’s|policy on reserves|committee on recommendation|by the Treasurer determines the actual|
|level.|
|Details|of any|funds|materially|
|in|deficit|
|Further financial|review|details|(Optional|information)|
**----- End of picture text -----**
**----- Start of picture text -----**
.
**----- End of picture text -----**
:
|
:
## senna
**----- Start of picture text -----**
tare [ Our uda is Supported through funds received from its members from
rolguss nt shout:tn ccmamicaeo |_ subscriptionsdetailed in section and course C and D fees. of this Thesereport are through used tothe fund ourhire of objectives course as
Sikes | venues, rental of the office accommodation at Orange Street, payment of
* the charity's principal | speaker fees etc. In addition, we receive Gift Aid from HMRC.
sources of funds {including | j
any fundraising), | Asmail sum is received as interest payments from the bank.
* how expenditure has A = ’ .
supported the key objectives _ '" 2023 we took the decision to re-instate course fees, which had been
of the charity; | discontinued during the COVIC epidemic. During that period, we had
Ee | greatly reduced hiring of halis and general expenses. We have now fully
* investment policy and | recommenced our activities, and fees as well as subs are necessaryto
objectives including any | ensure the financial viability of our u3a.
ethical investment policy | The committee reguiarly reviewed financial reports during the year i
adopted ae
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s) Robin Stuart Terry hieeagl i
Position (eg Secretary, (Char ~~ ~~ SO*=CS«é‘“‘~«~C*C SUT =i
Chair, etc) i eds eee Lasts one
Pate | LeiL,March 2024
TAR 4 March 2042
**----- End of picture text -----**