## **Trustees’ Annual Report for the period** **From 01.01.2024 To 31.12.2024** ## **Charity name: Chelmsford University of the Third Age (u3a)** ## **Charity registration number: 1027234** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The advancement of education, and in**
**particular the education of older people**
**and those retired from full time work, by**
**all means including associated activities**
**conducive to learning and personal**
**development in Chelmsford and**
**surrounding district.**| |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|**Over the past year our u3a has**
**continued to provide the people of**
**Chelmsford and surrounding district**
**with many opportunities to come**
**together, learn new things, and stay**
**physically & mentally active during their**
**later years.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees have encouraged and**
**enabled people no longer in full time**
**paid employment to help each other to**
**share their knowledge, skill, interests**
**and experiences.**
**The Trustees have promoted the values**
**of lifelong learning and the positive**
**attributes of belonging to a U3A.**
**The Trustees have done all they can to**
**ensure that people wanting to join a u3a**
**could do so.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |||**N/A**| ||Para 1.38|| |Policy on grant making||| |Policy on social investment
including program related
investment|Para 1.38|**N/A**| |---|---|---| |Contribution made by
volunteers|Para 1.38|**We are indebted to our Group Leaders**
**who take on responsibility for the**
**operation of our Interest Groups. They**
**have generated a number of good ideas**
**including promoting the groups to both**
**new and existing members, making**
**them accessible to members of other**
**u3a’s, and ensuring that new Groups are**
**started when existing ones become full.**
**Our monthly meetings featured a variety**
**of speakers who spoke on a diverse**
**selection of topics. The meetings run**
**smoothly thanks to our volunteers for**
**setting up the hall and helping in the**
**kitchen.**
**Efforts to increase publicity included**
**attending two outreach events, and**
**the creation of some new**
**promotional materials.**| |Other||| ## **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 membership has grown**
**significantly with 125 new members**
**joining us since March 2024, bringing**
**the total to 643.**
**The Trustees consider it is vitally**
**important that we expand our Interest**
**Group offer so that more of our**
**members have a chance to come**
**together to learn new things and remain**
**physically and mentally active.**
**We have made significant progress**
**in this respect and now have 46**
**active Interest Groups.**| **The initial start-up costs for new groups are met from our reserves. This year we introduced an evening concert which was well attended.** ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**£18,649**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Some funds accumulated during COVID**
**pandemic are still gradually being spent**
**by holding additional events and**
**supporting new groups.**| |Amount of reserves held|Para 1.22|**£9856**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**None**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**None**| ## **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|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risksfacingthe charity|Para 1.46|| Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|
Para 1.25|**Constitution adopted 10 February 2022**| |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|**The charity elects or re-elects up to 12**
**Trustees (including officers) at each**
**Annual General Meeting in February.**
**The elected trustees may, at any time,**
**co-opt up to 3 trustees until the next**
**annual general meeting and may**
**reappoint such co-opted trustees for**
**one additional 12 month period.**
**The o**f**cers are elected by the trustees**
**at their first meeting from among their**
**number (this includes any co-opted**
**trustees).**| ## **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|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**The Charity is affiliated to the Third Age**
**Trust.**
**The Trustees have the power to to co-**
**operate with other charities, voluntary**
**bodies and statutory authorities and to**
**exchange information and advice with**
**them and in particular with other u3as,**
**clusters of u3as and The Third Age**
**Trust.**| |Relationship with any
related parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Chelmsford University of the Third Age| |---|---| |Other name the charity uses|Chelmsford u3a| |Registered charity number|1027234| |Charity’s principal address|| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---|---|---| ||LesleyWood|Chair||||| ||Alan Caddy|Vice Chair||||| ||WendyHubbard|Treasurer||||| ||Janet Parsons|Secretary||||| ||Alan Mayo|Membership
Secretary||||| ||Edmund Wood|Events Organiser||||| ||Lynn Regan|Newsletter
Coordinator||||| ||Brian Littlechild|Committee Member||||| ||Michael Harmer|Committee Member||||| ||Ann Bell|Committee Member||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| ||Corporate trustees–names of the directors at the date the report was approved
**Director name**|||||| ||**Director name**|||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **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** ## **Chelmsford U3A** ## **Income & Expenditure as at 31st December 2024** |**INCOME**
**2024**
Membership Subs
7,408.50
Visitors
0.00
Donations
824.66
Gift Aid
2,342.53
Bank Interest
277.79
Group Closures
0.00
Unclassified
12.00
Raffle
283.55
Diaries
0.00
Sundries
0.00
**Total**
**11,149.03**
**EXPENDITURE**
National Capitation Fee
2,176.00
Hall Hire
2,245.27
Zoom
155.88
Refreshments
95.14
Speakers
996.00
Newsletter Print
357.05
Stamps
248.10
Third Age Matters
1,656.72
Website
0.00
Beacon
595.00
Technology/Equipment
166.80
Travel
0.00
Conference
0.00
Admin
0.00
Advertising
107.99
Raffle Prizes
0.00
Diaries
0.00
Bank Charges
117.79
Christmas
825.53
Easter
745.21
Summer Social
493.62
30th Anniversary
0.00
Group Support
1,039.66
Sundries
504.87
**Total**
12,526.63
**Net Surplus/Deficit for the Year**
-1,377.60
**11,149.03**
**Current Assets**
**2024**
Accumulated Fund as at 1st January
11,233.48
Prior Year Adjustment
0.00
Net Surplus/Deficitfor the Year
-1,377.60
Accumulated Fund as at 31st December
**9,855.88**
**Represented By**
Current A/c
1,469.12
Deposit A/c
17,180.11
18,649.23
**Less**
Held for Groups
8,793.35
8793.35
**9,855.88**
**Balance Sheet as at 31st December 2024**|659.31
17,428.97|**2023**
6,749.00
0.00
716.11
0.00
274.84
735.32
108.00
0.00
0.00
3.00| |---|---|---| |||**8,586.27**| |||1,664.00
1,987.90
143.88
115.36
935.00
216.34
196.10
1,389.70
38.39
521.00
0.00
0.00
0.00
0.00
138.66
159.96
0.00
124.40
867.77
310.92
464.24
868.31
213.93
0.00| |||10,355.86
-1,769.59| |||**8,586.27**| |||**2023**
13,003.07
0.00
-1,769.59| |||**11,233.48**| |||18,088.28
6854.8| ||6,854.80|| |||**11,233.48**| -----------------------------------------------Treasurer Wendy Hubbard Date January 2025 ----------------------------------------------------Examined by Maurice Van Maellerts Date January 2025 b ## * CHARITY COMMISSION FOR ENGLAND AND WALES # : Independent examiner's report on the accounts Section A Independent Examiner’s Report Report to the trustees/ | Charity Name oo ; members of | Chelmsford University of the Third Age (u3a) On accounts for the year | 31 December 2024 Charity no | 1027234 ended (if any) (remember to include the page numbers of additional sheets) | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2024. **----- Start of picture text -----**
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- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). | report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. - Independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention (etherthan-thatdisctosed-below *) in connection with the examination which gives me cause to believe that in, any material respect: e accounting records were not kept in accordance with section 130 of the Act or > - e the accounts do not accord with the accounting records - | have no concerns and have come across no other matters in connection with the examination to which which attention should be drawn in order to enable proper understanding of the the accounts to be reached. * Please delete the words in the brackets if they do they do do not apply. - Name: H.AVAI MGcrACETS - | Relevant professional - qualification(s) or body (if any): - Address: 11?) YMatcusssc Le Chea nsfort Essey Cnr SAY - | have no concerns and have come across no other matters in connection with the examination to which which attention should be drawn in order to enable a proper understanding of the the accounts to be reached. * Please delete the words in the brackets if they do they do do not apply. IER 1 October 2018 **----- Start of picture text -----**
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