2024-03-31-accounts - The Alton University Of The Third Age

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 01/04/2023 Period start date To 31/03/2024 Period end date

Charity name: The Alton University of the Third Age

Charity registration number: 1035164

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Provision of education by way of courses, activities, lectures and cultural, artistic and informative trips for the retired and semi-retired.
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	The Trustees have provided almost around 60 different courses and activities for members, plus coffee mornings, luncheon club, holidays, excursions and classical concert visits.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	These activities have been provided in accordance with their duty under guidance issued by the Charity Commission to provide a public benefit.

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

	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 Trustees have provided almost 60 different courses and activities for members, monthly talks open to members of the public, luncheon club, classical concert visits, excursions and holidays in accordance with their duty under guidance issued by the Charity Commission to provide public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Our funds are in good order to see us forward to the current year.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The charity aims to have and does have a reserve to cover 25% of its annual turnover.
Amount of reserves held	Para 1.22	£38,000
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	N/A

Additional information (optional)

Additional information (optional)	Additional information (optional)	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 risks facing the 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
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	Election by membership at general meetings and by trustees at Trustee meetings

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 Third Age Trust
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	The Alton University of the Third Age
Other name the charity uses
Registered charity number	1035164
Charity’s principal address	Alton Community Centre Amery Street Alton GU34 1HN

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee (ifany)
James Ian Bartholomew	Chair	Membership at general meetings and by trustees at Trustee meetings
Malcolm Trevor Cooper	Treasurer	Membership at general meetings and by trustees at Trustee meetings
Colin Britchford	Course Director	Membership at general meetings and by trustees at Trustee meetings
Colin Aiken	Membership Secretary	Membership at general meetings and by trustees at Trustee meetings
Madeleine Dowding		Membership at general meetings and by trustees at Trustee meetings
Jeremy Lamey		Membership at general meetings and by trustees at Trustee meetings
Eileen Fawcett	Secretary	Membership at general meetings and by trustees at Trustee meetings
Paul Turner		Membership at general meetings and by trustees at Trustee meetings
Alan Robb		Membership at general meetings and by trustees at Trustee meetings

– 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 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) Eileen Janet Fawcett

Position (eg Secretary, Secretary Chair, etc)

Date

uNtVEWTr OP THE THIRD PSE LTON BWXH WOME & gXPENDrn il 2023 tts 31xt Mdrch Z024 to 31032023 31032023 Educdtrln uc4rtion 1.944JX Cffj4rylirM f 2.oa8m 0.5n SJbsrnptriYa Hall Yoy 26046 21 522J)5 kn Hire 25.632th7 6Z51K) 261 a) 365Jx) 2441 Shthcriptlc 437 118n) Refw l3960 377.10 920(K) 23.84525 2842527 21.196hO 28,828m Other .95 3.658. thft Aid knptS Refreshmenis CTrK¥r m(L%tEr 2.155frJ 3119 Stali 7l772 Post 76Z.SI IAJwtisir 35.10 & travd ExFVtStJ 340£Q knk TrSterS 16949 Mwr¢ 1.60)(Y) F$. most 538Y) Wrthmvrts 8a.17 thristmas E¥tt 2S730 6ry MvEhr¢J Y)198 AlIS(dlThJuS 3 71768 kewmtht gf 445 27 280.10 7r17n5 L7 221.40 223.23 1270JYI I.6 323A9 18.30 YOL 8425 E691 943JO ?7.854.07 17.22140 323AO 3531)) thvistnkis knit 1.08039 10559 6.39426 40.121fi7 I.OB6.7 4197 Ewpn¢n 761.17 Licenre 8 85B.41 32.793.60 24.132ts7 52.558 14 27 68.949A7 uol 16.18799 Cthxh Trips Soad 17.765 1567Y2D Coth Tn 17.519.90 17.765 7D.323.64 16 14613 17,5t9 90 86.409 F7 48 BYI.65 43.Z7DII& 45&ry) Tn(or 49 258J5 Tn¢ome OvEr E¥wifupe 48.89169 86.469.77 86.4697T UNlVWtPl OF THE THLkb I6E ALTON RAH $ALAE SHEET ASAT 31.03.24 Vv 3103.2023 31Q32024 31n32023 31A)32024 53.306A3 blfvd 48.318.74 Cosh gqnk ot TSB h&J.l Acc TSB k(OLtht 4 986Tr3 l)Efitst 20 71015 9 17913 36.334.99 8.995. 18 $92.12 48.316 T4 64.464M7 49596.74 66 274.27 LirbiliÉg 348 PDd ih AdwoKe Ho11dayltnps 16I6L¥) Trips 42.41 1.626D) 49,94474 348 49.944.74 66.562 27 66,562 27

UNIVERSITY OF THE THIRD AGE ALTON BRANCH I have prepared the attached Balance Sheet as at 31 sl March 20?4 and the annexed Income and Expenditure account for the year ended 3151 March 2024 from the books and vouchers of the Alton U3 A and to the very best of my knowledge they show a true and fair view of the financial state ofthe Alton U3A 261h April 2024 Date Treasurer We have examined the attached Balance Sheet as at 31" March 2024 and the annexed Income and Expendire account for the year ended 31.51 March 20?4 together with the books. vouchers and bank statements of the Alton U3A and have found that they show a true and t.air view of the financial state of the Alton U3A. Date Gilroy & Brookes Chartered Accountants