## **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** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**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 Cffj4*rylirM f 2.oa8m 0.5n SJbsrnptri*Ya Hall Yoy 26046 21 522J)5 kn Hire 25.632th7 6Z51K) 261 a) 365Jx) 244￿1 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 Tr￿SterS 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¥w*ifupe 48.89169 86.469.77 86.4697T UNlVWtPl OF THE THLkb I6E ALTON ￿RA￿H $ALA￿E 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 $92.12 48.316 T4 64.464M7 49596.74 66 274.27 Lirbili*Ég 348 PDd ih AdwoKe Ho11dayltnps 16I6L¥) Trips 42.41 1.626D) 49,94474 348 49.944.74 66.562 27 66,562 27 UNIVERSITY OF THE THIRD AGE ALTON BRANCH I have prepared the attached Balance Sheet as at 31 sl March 20?4 and the annexed Income and Expenditure account for the year ended 3151 March 2024 from the books and vouchers of the Alton U3 A and to the very best of my knowledge they show a true and fair view of the financial state ofthe Alton U3A 261h April 2024 Date Treasurer We have examined the attached Balance Sheet as at 31" March 2024 and the annexed Income and Expendi￿re account for the year ended 31.51 March 20?4 together with the books. vouchers and bank statements of the Alton U3A and have found that they show a true and t.air view of the financial state of the Alton U3A. Date Gilroy & Brookes Chartered Accountants uNtVEWTr OP THE THIRD PSE LTON BWXH WOME & gXPENDrn il 2023 tts 31xt Mdrch Z024 to 31032023 31032023 Educdtrln uc4rtion 1.944JX Cffj4*rylirM f 2.oa8m 0.5n SJbsrnptri*Ya Hall Yoy 26046 21 522J)5 kn Hire 25.632th7 6Z51K) 261 a) 365Jx) 244￿1 Shthcriptlc￿￿ 437 118n) Refw l3960 377.10 920(K) 23.84525 2842527 21.196hO 28,828m Other .95 3.658. thft Aid knptS Refreshmenis CTrK¥r m(L%tEr 2.155frJ 3119 Stali 7l772 Post 76Z.SI IAJwtisir 35.10 & travd ExFVtStJ 340£Q knk Tr￿SterS 16949 Mwr¢ 1.60)(Y) F*$. 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¥w*ifupe 48.89169 86.469.77 86.4697T UNlVWtPl OF THE THLkb I6E ALTON ￿RA￿H $ALA￿E 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 Lirbili*Ég 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 Expendi￿re 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