## **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** **----- Start of picture text -----**
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** **----- Start of picture text -----**
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)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
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** **----- Start of picture text -----**
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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## **Additional information (optional)** You may choose to include further statements where relevant about: 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** **----- Start of picture text -----**
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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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
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** **----- Start of picture text -----**
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** VMtVERStry OF THE THIkD ALfoN gRA￿H il 2021 to 31st Il¢rch 2022 tp 31S)3ty1 31D3.2021 E&Yati I.963￿ C•iaPiun+eES 45SXI &Jb5cfbpiiuns Y*y 19*6SJ 2.19Tlll Hir 14.a55.t8 469 2041YJ Én*rySF4dw$ IA¢etirfjs Crdit 23Q 4.330JI Ifj,IW98 24.531LXJ 25m t&61 41t.48 hsv Z(1>.32 Adwlisyo 53336 7092 8Uts39 44330 4mE.IZ 6i+trhidP¢wptrS 3.4D3a5 21th6 7.70 14.70 J.*3 trllvel 4ry&Tra￿lrrS 195A4 Nwre 1.9931x1 16926 326D) Z30.40 4J09.78 6.404ni P4hA¢f ¢r*Jkt m￿l￿rr￿r 7.45 Ew Imh7 ImLic l.427JO 5.7)8D4 6J80£7 22.3$t85 4.J54.78 26.935A)I Z6m (￿h Trips 9.15TXI C4oth fn95 25tfv 9.157ZO 31x1905 4.26120 3¥.Th).31 .84&30 3578)31 5.784n4 4.2262a 5.784n4 9.784n4 35.7￿3] iNLVEW Cf THE THIPJ E SHEEr ASAT 31.03.22 31n3202t 31￿3.2022 31m2022 )￿)333 E blfvd 49.04JJ7 4.2él26 IPJ7.76 22,n3. 8pn28 18%éD.47 T$8 Atlwit TS8 Acc￿¥11 (￿￿1*S11 26.9q8.39 Y.7452J 49.04557 s3.3￿.83 49P45. 52.964A3 Assels Swar CrvJitor5 d I￿ AdvthK* 192£¥) 49P45.57 3.W6J3 s3,3￿3 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 State￿entS 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