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ALTON BRANCH
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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<br>the charity as set out in its<br>governing document|Para 1.17|**Provision of education by way of**<br>**courses, activities, lectures and cultural,**<br>**artistic and informative trips for the**<br>**retired and semi-retired.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**The Trustees have provided almost over**<br>**60 different courses and activities for**<br>**members, plus coffee mornings,**<br>**luncheon club, holidays, excursions and**<br>**classical concert visits.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**These activities have been provided in**<br>**accordance with their duty under**<br>**guidance issued by the Charity**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The Trustees have provided over 60**<br>**different courses and activities for**<br>**members, monthly talks open to**<br>**members of the public, luncheon club,**<br>**classical concert visits, excursions and**<br>**holidays in accordance with their duty**<br>**under guidance issued by the Charity**<br>**Commission to provide public benefit.**|



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

||||
|---|---|---|
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**Our funds are in good order to see us**<br>**forward to the current year.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**The charity aims to have and does have a**<br>**reserve to cover 25% of its annual**<br>**turnover.**|
|Amount of reserves held|Para 1.22|**£38,000**|
|Reasons for holding zero<br>reserves|Para 1.22|**N/A**|
|Details of fund materially in<br>deficit|Para 1.24|**None**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**N/A**|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**Unincorporated association**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Election by membership at general**<br>**meetings and by trustees at Trustee**<br>**meetings**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|**The Third Age Trust**|
|Relationship with any related<br>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<br>Amery Street<br>Alton<br>GU34 1HN|
|||





**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br> <br>|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br> <br>|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|---|---|---|
|||Alan Robb|Chair||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings **|
|||James<br>Bartholomew|Treasurer||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
|||Colin Britchford|Course Director||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
|||Colin Aiken|Membership<br>Secretary||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
|||Eileen Fawcett|Secretary||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
|||Malcolm Cooper|||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
|||Diane Johnston|||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
|||Paul Turner|||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
|||Penelope Peters|||||**Membership at general**<br>**meetings and by trustees**<br>**at Trustee meetings**|
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|||Corporate trustees–names of the directors at the date the report was approved<br>**Director name**||||||
|||**Director name**||||||
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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)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||Penelope Peters||
||<br>Secretary||
||10/12/2025||
||10/12/2025||



