2025-03-31-accounts

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Trustees’ Annual Report for the period

From 01/04/2024 Period start date To 31/03/2025 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 over 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 over 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) You may choose to include further statements	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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Office (if any)	Dates acted if not for whole year	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
		Alan Robb	Chair				Membership at general meetings and by trustees **at Trustee meetings **
		James Bartholomew	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
		Eileen Fawcett	Secretary				Membership at general meetings and by trustees at Trustee meetings
		Malcolm Cooper					Membership at general meetings and by trustees at Trustee meetings
		Diane Johnston					Membership at general meetings and by trustees at Trustee meetings
		Paul Turner					Membership at general meetings and by trustees at Trustee meetings
		Penelope Peters					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
		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) Position (eg Secretary, Chair, etc) Date
	Penelope Peters
	Secretary
	10/12/2025
	10/12/2025