Trustees’ Annual Report for the period
From 01/04/2021 Period start date To 31/3/2022 Period end date
Charity name: The Alton University of the Third Age
Charity registration number: 1035164
Objectives and Activities
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SORP reference
Summary of the purposes Para 1.17 Provision of education by way of
of the charity as set out course, lectures and cultural,
in its governing artistic and informative trips for
document the retired and semi-retired.
Summary of the main Para 1.17 and The Trustees have provided
1.19
activities in relation to around 40 different courses for
those purposes for the members of the public, coffee
public benefit, in mornings, luncheon club, holidays,
particular, the activities, excursion and classical concert
projects or services visits.
identified in the
accounts.
Statement confirming Para 1.18 These activities have been
whether the trustees provided in accordance with their
have had regard to the duty under guidance issued by the
guidance issued by the Charity Commission to provide a
Charity Commission on public benefit.
public benefit
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Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
Achievements and Performance
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SORP reference
The Trustees have provided 40
different courses for members,
monthly lectures open to members
Summary of the main Para 1.20 of the public, coffee mornings,
achievements of the luncheon club, classical concert
charity, identifying the visits, excursions and holidays in
difference the charity’s accordance with their duty under
work has made to the guidance issued by the Charity
circumstances of its Commission to provide public
beneficiaries and any benefit.
wider benefits to society
as a whole.
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Additional information (optional)
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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Financial Review
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Review of the charity’s Para 1.21 Our funds are in good order to see
financial position at the us forward to the current year.
end of the period
Statement explaining the Para 1.22 The charity aims to have and does
policy for holding have a reserve to cover 25% of its
reserves stating why they annual turnover.
are held
Amount of reserves held Para 1.22 £18,295
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
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The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Unincorporated association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Elected by membership at general
methods including details meetings and by trustees at
of any constitutional Trustee meetings,
provisions e.g. election to
post or name of any
person or body entitled
to appoint one or more
trustees
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
Charity name Other name the charity uses Registered charity number
Charity's principal address
Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
James Ian Chair Membership at general
1 Bartholomew meeting and trustees at
trustee meetings
Malcolm Trevor Treasurer Membership at general
2 Cooper meeting and trustees at
trustee meetings
Jane Veronica Secretary Membership at general
3 Boulger meeting and trustees at
trustee meetings
Jeremy Charles Course director Membership at general
4 John Lamey meeting and trustees at
trustee meetings
Colin Aiken Membership From 18/1/2022 Membership at general
5 Secretary meeting and trustees at
trustee meetings
Stephen Millar Membership at general
6 meeting and trustees at
trustee meetings
Madeleine Membership at general
7 Dowding meeting and trustees at
trustee meetings
Mary Tricker Membership at general
8 meeting and trustees at
trustee meetings
Colin Britchford From 16/10/2021 Membership at general
9 meeting and trustees at
trustee meetings
Philip Leslie Membership at general
10 Threadgold meeting and trustees at
trustee meetings
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved
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 N/A 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)
Type of Name Address adviser
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
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UNIVERSITY OF THE THIRD AGE ALTON BRANCH I have prepared th¢ attached Balance Sheet as at 31. March 2022 and the annexed Income and Expendilure account for the year ended 3 ISI March 2022 from the books and vouchers of the Alton U3A and to the very best of my knowledge they show a true and fair view of the financial slate of the Alton U3A 6th April 2022 Date Treasurer We have examined the attached Balance Sheet as at 3 ISI March 2022 and the annexed Income and Expenditure account for the year ended 31 St March 2022 together with the books. vouchers and bank StateentS of the Alton U3A and have found that they show a true and fair view of the financial state of the Alton U3A. Date Gilroy Brookes Charter¢d Accountants