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 Cc￿operative 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 re￿iVed 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.
Info￿ation 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 re￿iVed 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 re￿iVed 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 Ca￿1￿ 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 ca￿￿e 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