CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st January 2024 Period start date To 31st January 2025 Period end date Charity name: University of the Third Age in Carrick Charity registration number: 1034910 Objectives and Activities SORP refn Summary of the purposes of the charity as set out in its governing document Par8 1.17 To advance the education of older people. no longer in full time gainful employment in Truro and Falmouth and its surroundin s locall The provision of facilities for leisure time and recreational activities with the object of improving the conditions of life for the above persons in the interests of their social welfare. Summary of the main activities in relation to those purposes for the public benefrt, in particular, the actbvities. projects or services identified in the accounts. Statement cOnfinIng whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit Para 1.17 and Para 1.18 All Trustees have agreed that they have read the Charity Commission guidelines and agree to abide by them Additional infomiation (optional) You ma choose to include further statements where relevant about: SORP fEfew NIA Para 1.38 Policy on grant making NIA Parn 1.38 Policy on social investment including program related investment A number of volunteers offer their skills and interest in order to run the activities that the charity provides. All activities are offered by volunteers and all Trustees are volunteers. Para 1.38 Contribution made ty volunteers
Other Achievements and Perfonnance SORP reference The charity has a membership of 663. Most members join with the view of tsking part in activities that the charity facilitates. Members enjoy learning new skills and the social interaction provided by these activities. It is open to all those no longer in fulltime employment and the Trustees and other volunteers actively promote the benefits of joining. Many of our members have highlighted the social and mentsl benefits of becoming part of the organisation following life changes such as bereavemen( retirement or re-location. We aim to encourage social prescribing and other opportunities. Summary ofthe 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 Additional infomiation (optional) You ma choose to include further statements where relevant about: NIA Achievements against objectives set Para 1.41 NIA Perfomance of fundraising activities against objectives set Para 1.41 NIA Investment perfoman againsl objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Para 1.21 The charity had reported a small loss over the financial period covered but was able to draw on its reserves The charty feels it necessary to have a reserve in the region of an average year's membershi subscri tion Full ear membershi subscri NIA Para 1.22 Para 1.22 tion Para 1.22 Para 1.24 Increase in subscription agreed at AGM in April 2024 proved insufficient to cover unex cted increase in ex nditure. No uncertainties Explanation of any uncertainties about the charity continuing as a going conrn Para 1.23 Additional infomiation (optional) You ma choose to include further statements Whe levant about". Annual subscriptions which are reviewed as the financial year end approaches. Some low level fund raising is carried out on an ad hoc basis for items such as equipment. The charity's principal sources of funds (including any fundraising) Para 1.47 Some investment of reserve funds in very low risk areas Investment policy and objectives including any social investment policy adopted Para The rising costs of providing the charity's activities. The difficulty of recruiting Trustees A description of the principal risks facing the charity Para Other
Structure, Governance and Management Description of charity's trusts: Type of goveming document IrLisI deed, ro al chartei How is the charity constituted? (e.g unincorporated association. CIO Trustee selection meth(xls 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 Constitution. Last revised 17th January 2024 Unincorporated Association Para 1.25 Para 1.25 All Trustees are democratically elected from the charity membership at the Annual General meets.ng Additional information (optional) You ma choose to include further statemenls where relevant about: The information given to all Trustees under Charity Commission leaflet CC3; the safeguarding policy; the EDI policy; and Dementia training. Policies and proCedUS adopted for the induction and training of trustees P818 1.51 Carrick u3a is part of an umbrella organisation in the Third Age Trust which provides insurance services, advice and IT suppor( for which we pay an affiliation fee based on membership numbers The charity's organisational structure and any wider network with which the charity works Parn 1.51 Relationship wrth any related parties Para 1.51 Other Reference and Administrative details Char name Other name the char uses Re istered chari number Charity's principal address Univers of the Third A U3a Carrick 1034910 Glo The Secretary 8 Tregenna Court Port Pendennis Falmouth TR113XG e in Carrick
Names of the charity trustees who manage the charity Dates actsd If nol for whole ear Trustee name Office Iff any Name of person lor body) &ntitl•d oint trustee Ifan U3a Carrick Lesley Parsons Susan Hutt Chair Vice Chair Jennifer Fulleylove Gillian Davies Treasurer General Secretary Membership Secretary Robert Williams Eric Reilly Michael Rogers Patricia Ross Lesley Vingoe Patrick Harrod 10 Retired 10° April 2024 Retired 10° April 2024 Retired 10° April 2024 Retired 10" April 2024 Retired 10° April 2024 Margaret Ingles Paul Lucas 12 13 Mep4yn Knight Sylvia Roper 14 15 16 17 18 19 20 Cor rate trustees - names of the directors at the date the re Director name rtwasa roved Name of trustees holding title to propety belonging to the charity Trustee name None Dates acted rf not for whole ear
Funds held as custodian trustees on behalf of others Description of the assets NIA 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 NIA Delails of arrangements for safe custody and segregation of such assets from the charrty's own assets NIA Additional inforniation (optional) Names and addresses of advisers (Optional inforniation) Type of Name Address adviser Name of chief executive or names of senior stsff members (Optional inforniation) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional 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) Gillian Bemice Davies Position (eg Secretary, Chair, etc) General Secretsry Date 30th October 2025
ACCOUNTS for AGM
Income & Expenditure, 1st February - 31st January
| Start year | 2024 | ||
|---|---|---|---|
| Category | In | Out | |
| Catering | £ 348.99 | ||
| Charity Lottery | £ 623.00 | ||
| Donations | £ 317.11 | ||
| Equipment | £ 30.00 | £ 368.38 | |
| Fundraising | £ 1,628.22 | ||
| HMRC Gift-aid | £ 2,634.42 | ||
| Interest | £ 568.09 | ||
| Membership | £ 18,968.00 | £ 26.00 | |
| Newsletter Printing | £ 1,224.00 | ||
| Postage | £ 1,037.10 | £ 1,546.65 | |
| Re-Imburse | £ 84.00 | £ 134.75 | |
| Speakers | £ 110.00 | ||
| Stationary | £ 602.13 | ||
| TAMpostage | £ 120.48 | £ 114.16 | |
| TAT | £ 2,848.00 | ||
| TATTL Beacon | £ 892.00 | ||
| Trips | £ 740.00 | £ 975.00 | |
| Venues | £29.40 | £ 17,056.38 | |
| Website | £ 177.97 | ||
| Zoom | £ 155.88 | ||
| Sub-totals | £ 26,779.82 | £ 26,580.29 | |
| Brought forward | £ 26,277.70 | ||
| Total | £ 26,477.23 |
| Balance Sheet | |
|---|---|
| Current | £ 11,413.54 |
| Easy Access Account | £ 5,063.69 |
| Fixed Term Savings | £ 10,000.00 |
| Total | £ 26,477.23 |
| Membership Analysis, at 31st January 2025 | Membership Analysis, at 31st January 2025 |
|---|---|
| Associate | 8 |
| Associate Joint | 2 |
| Honorary | 1 |
| Individual | 450 |
| Joint | 210 |
| Totals | 671 |
Jenny Fulleylove, Treasurer 07799 731383 treasurer@u3acarrick.org.uk
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Inf CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Report to the trusteesl members of On accounts for the year ended 2025 Charity no (If any) 1034910 Sat out on pagos Irememw lo indLNJe th8 paqe numbers of additsonal shpp.t-.; I report to the trustees on rny examination of the accounts of the above charity (Ihe Trust") for the year ended . i i ui i du '. Responsibilities and As the charity trustees of the Trust. you are respSIble for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (Ihe Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. I have (x)mpleted my examination. l (x)nfirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respecL accounting records were not kept in accordan(% with section 130 of the Act or the accounts do rK)t accA)rd with the accounting records Independent examlneVs statement I have no cOnmS and have come acrsS no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Jodie Lee (signed electronically) 13th March 2025 Jodie Lee Relevant professional qualification(s) or body (rf any): AAT Level 4 Diploma Address: 6 Rosewame Mews, Tehidy Road. Cambcxne Comwall. TR14 8LN Only complete rf the examiner needs to highlight matters of concem (see CC32, Independent 8xaminatson of charity accounts: directions and guidance for examiners). IER October 2018
Inf Give here brfef details of any itoms that the examiner wishos to disclose. Nothing to Disdosa. IER October 2018