Trustees. Annual Report for the period Period start date Period end date 01 ,01 2024 31 12 . 2024 From To Section A Reference and administration details Charity name U3A Canterbury & District other names charity is known by Registered charlty number (rf any) 1026881 Charlty's prlncipal address 8 Orange Street Canterbury Kent Postcodo CT12JA Names of the charlty trusts who manage the charlty Dats8 acted If not forwhol• Tru•tse name Office (If any) Name of pornon (or b¢)dy) èntitled Int trusts0 Ifan Robin Terry Keith Watson Trevor Peel John Wetherell Chair Vice Chair Treasurer Joint Membership Secretary Joint Member8hip Secretary Course Administrator Lizzie Arrow Angela Tippett Keith Kolsteren Lawrence Stone 10.04.24-31.12.24 10.04.24-31.12.24 Christine Hughes Jonathan Butchers Vice Chair 01.04.24-09.08.24 02.08.24-31.12.24 10 Course Development Judith Gladman 07.10.2¢31.12.24 12 Ursula Steiger Director of Studies 01.01.24- 10.04.24 13 14 Section B Structure, governance and management Description of the charlty's trusts The constitution is based upon a model suggested by the Third Age Trust (rAT) to which the U3A Canterbury &District {U3A) is affiliated. This was last revised at the AGM on 13th July 2020 following further changes recommended by TAT and the Charity Commission. Type of goveming document leg. U51 oeeo. consIiiu TAR March 2012
How the charity is constituted g. trust. association, company Trust Trustee selection methods Trustees are members of t 3A and collectively form the committee which runs rt. 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 a Trustee for the charit Section C Objectives and activities u3a Canterbury & District (C&D) is a leamirKJ Ccoperative which draws upon the knowledge, experience and skills of its members to organise courses. interest groups, events and activities in accordance with the wishes of the membership. Leaming is purely for pleasu with no distinction made between group leaders and leamers. 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 leam. A steady increase in membership and a full programme of courses and events took place in 2024. Executive Committee meetings were held monthly. The Chair attended Kent u3a Network events; and participated in monthly u3a online Chairs, Forum meetings. The Universty of Kent (UKC) supports u3a C & D, through a Memorandum of Understsnding, as part of their commrtment to engage with the public through rts research, and to strengthen its links with the communty. The arrangement supports the u3a Cinema Interest Group with film screenings in the Gulbenkian Arts Centre, as well as enabling u3a C & D members to volunteer to take part in individual student research topics. The arrangement also led to an introduction to the Moving Memory Dance Theatre with their Groovin, Well workshop initiative: in which many u3a C & D members participated and the u3a research group subsequently providing written feedback on the performance sessions. Canterbury Christ Church University {CCCU) also supports u3a C & D, through a new Memorandum of Understanding substantially agreed in 2024. Guidance from the Chaiity Commission, as well as that r8ceived from TAT, is reviewed by the committee when reiVed and action taken as necessary. Summary ofthe objects ofth• charlty set out In its governlng document Summary of the maln actlvltles undertaken for tho publlc benefit In relatlon to these objects (include wlthln this section the ststutory declaration that trustees have had regard to the guldance Issued by the Charity Comm183ion on publlc beneflt) For more details, see section D below. Additional detslls of objectlves and activities (Opoonal infornmtion) TAR March 2012
Section D Achievements and performance There were 1,130 members at year- end. A Joining Session was held in most months. Hosted by the Membership Team and a band of volunteers 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 copy of our latest Courses programme. Welcome Sessions were launched in September to enable new members to gain more infonnation and for committee members to meet and get to know them. An Open Day took place in May to "showcase. actEVities within u3a C& D. Infoation and tsster 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 100 courses which run over the autumn and winter period. They cover both academic and non- academic subjects. All the Tutors, Activty Leaders, Hosts and Coordinators who are involved in the courses are a commttted and dependable group of people who share their knowledge, expertise and understanding of a subj'ect or activity. The Summer programme gives tutors and activity leaders an opportunty to run taster sessions in new subjects and ideas. All leaders were celebrated at the annual lunch in April, and entertained by our guest speaker, Trevor Minter, Deputy Lord Lieutenant of Kent. During the summer period more outdoor activities complement the leaming and social activities programme. A new courses, booking system was successfully launched in September. The Third Age Trust ITAT) supported the re-launch of the u3a C & D website in November based on a new system called Siteworks as TAT are no longer supporting the previous SiteBuilder system. The website is Useful plafform to publicise details and course activities. A research group worf(ing with the UKC has been active since 2014. In November the group presented their most recent project, which explored the potential benefrts to health and wellbeing of engaging in the Groovin, Well workshops. They were able to identfy a range of benefits, including social connectivity, age sensitivity, cognitive integrity, and personal creativity from the participation of 25 individuals in the dance workshops. Four one day outings were organised during the year to °William Morris and cruise" (which was so popular it was run again); Museum of the Moving Image Deal: Choral evening Song and Christmas Lights. Two five day coach holidays were organised during the year to South Yorkshire inA ril , and Cheshire and North Wales inse ember Summary of the main achievements of the charity during the year Section E Financial review The committee agreed the reserves policy in June 2013. It takes account of advice by the Charity Commission and that of the Third Age Trust. The committee on recommendation by the Treasurer determines the actual level. Brlef statement of the charity's policy on reserves Detalls of any funds materially in deficit None Further financial review details (Optlonal information) TAR March 2012
You may choose to include additional information, whe relevant about: the charity's principal sources of funds (including any fundraising)., how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted. Our u3a is supported through funds reiVed from its members from subscriptions and course fees. These are used to fund our objectives as detailed in section C and D of this report through the hire of course venues, rental of the office accommodation at Orange Street, payment of speaker fees etc. In addition, we receive Gift Aid from HMRC. A small sum is reiVed as interest payments from the bank. In 2023 we resumed charging course fees after their suspension during the COVID epidemic. In 2024 these were reduced from £1 .50 to £1 per session and will be maintained at this rate for 2025. The committee regularly reviewed financial reports during the year. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of th8 charity's trustees Signaturels) Full name(s) Robin Stuart Tery Trevor Peel Position (e.g. Secretary, Chair, etc.) Chair Treasurer Date pril 2025 TAR March 2012
U3A Canterburv & District Consolldated Balance Sheet as at 31st December 2024 All funds listed are Unrestricted 2024 2023 Cash at Lloyds 8ank A/C Current Cash at Lloyds bank A/C Outings Cash at Lloyds bank A/C Deposit Paypal A/C Total cash tst Jan 2024 Net Movement of Funds ex Finanoal Statement Total Value at Y/E 49.969 3.554 42,192 2,635 15,000 39 68,562 59,827 59,827 4,454 8,696 2024 REPRESENTED BY; 31.1124 Total 31.1123 Total CURRENT ASSErs Cash at Lloyds Bank A/C Current Cash at Lloyds bank A/C Outin8S Cash at Lloyds bank Alc Deposit PayPal A/C Sub Total at year end 53,790 4,188 15.000 39 49,969 3,5S4 15,000 39 68,562 73,017 73.017 68,562 FIXED ASSETS B/Fwd Purchased in Year Total Fixed Assets Less depreciation/written off Net Fixed A55et5 401 327 100 427 -26 401 401 -22 379 379 401 aiEDrroRS Amounts falling due PayPal/Chqs bfvid ex last year- PayPal/chqs not cld Net Assets 40 Thls Flnanclal Statement has been examined by the Independent Examiner Sue Asser, whose statement 15 provided seperately. Signed: Trevor Peel Treasurer obiTY Terry Chair Date., 114L. LS Date: 11.2 1.
Independent examiner's report lo the trustees of IJ3A Canterbury & District Registered Charity 1026681 I report on the accounts of lh¢ TruM for th¢ year ended 31 51 Lkcember 2024: which are set out belnw. Respective responsibi lities of trustees and examiner. 'I"he cliaritys tnlstccs are responsible for the preparntion nf the accounts. The charit! s tn1¢¢$ ¢onsider thai dn audit 15 not required for thi.% )'ear under scclioii 144(2) ol Ihe Chariiies Act 2011 (the 201 l Act) and that an indepcndciil cxaminalion is needed. It is my responsibility tt): ekimine ihe accounts under scction 145 of the 201 l Act to folloiv thc procidures laid doivn in the general r)irections given bv ilic commission under seciion 145(%)(h) nf the 2011 Aci io state 'h¢t11¢r particular matte have come to my attention Basis of independent examiner's report M). ¢xamination iyas Ca1 out in accardancc iyiih the general dirrftions given bl, the c.harity Commission. An examination inkludes a rcvicw, of the accounting rc¢ords kept by the charit)" and a comparison of ihe acLoiinls pr¢5¢nt¢d with those records. It also inLludes consideratinn of any unusual iicms or disclosures in Ihe acLoiints and seeking ¢xplanatioi)s from )'ou ds trustees concerning an), .such maiiLrs. Th¢ pmccdurcs iindertaken do not provide all thc ci'idenLe ihat ii'ould be required in an audil and conscqijcnlly nu opinion is gii'en to li hcilicr ihe aLLounts present a 'true and lair i'A¢i¥' and the report i lifflit¢d to thnse mattcrs sct out in ihe next statement. Tndependcnt examiner's statement ll) ¢oiineeiion iyith my examinalion. no inaU¢Y has come to my attenlinn: Which gives me reasonable cae to Ixlieve that in any material r¢S¢t the requirrm¢nts-. to k.eep accovnling record5 in accordance ii'ilh scction 130 of the 2011 Act and io prepare accounts which a¢¢ord ii'ith the accounting rccords and compl), '1th the CCnUl)littg r¢quirffli¢nis of the 201 l Aci have noi been met or (2) Tn whiLh: in my opinion: attentinn should be drawn in order to enable a propcr und¢r51anding of the accounlb Iv reached. Name: Sue Asser Relevant professional qualifiLatiun or body: NaAeh R. (Ph*•) Addrcss: 38 Bridge Down, Bridge. Cantcrbury, CT4 5AZ 2025