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2022-03-31-accounts

Trustees' Annual Report for the period

Period start date Period end date From 01 April 2021 To 31 March 2022

Section A Reference and administration details

Charity name The Craven University of the Third Age Craven u3a

Other names charity is known by Registered charity number (if any) 1038617

Charity's principal address 7 School House Fold Riddlesden Keighley, West Yorkshire Postcode BD20 5PF

Names of the charity trustees who manage the charity

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18		 Trustee name Office (if any) Dates acted if not for whole year Name of person (or body)
entitled to appoint trustee (if
any)
Mick Richings Chair Elected by membership
James Enever Treasurer Co-opted 15.06.2022
Anne MacDonald Vice Chair Elected by membership
Nigel Holden Secretary Elected by membership
George Mackley Webmaster Elected by membership
Nicholas Jarvis Trustee Co-opted 30.06.2022
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for wholeyear

TAR

June 2022

1

Names and addresses of advisers (Optional information)
Type of adviser
Name
Address		 Names and addresses of advisers (Optional information)
Type of adviser
Name
Address		 Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

How the charity is constituted

(eg. trust, association, company) Unincorporated association Trustee selection methods (eg. appointed by, elected by) Elected by membership at AGM; if co-opted by committee they must stand for election at the subsequent AGM.

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

New Trustees are directed to the Charity Commission’s “Trustee Handbook” and the Third Age Trust Committee File, Trustee Section, “Induction for New Trustees”. All trustees have been given a briefing on their responsibilities and made aware of all Third Age Trust advice sheets.

All trustees give their time voluntary and receive no remuneration or other benefits.

Section C Objectives and activities

The advancement of education, and in particular the education of older people and those who are retired from full time work, including associated activities conductive to learning and personal development, in Summary of the objects of the Craven and its surrounding locality. charity set out in its governing document To provide facilities for leisure and recreational activities with the object of improving the conditions of life for the above persons in the interests of their welfare.

TAR

June 2022

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During the year, we have organised 66 groups, which were attended by 770 comprising individual, Honorary, Associate and WestNet members. All Trustees have been directed to, and have read the guidance issued by the Charity Commission and the Third Age Trust

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

TAR

June 2022

3

Section D Achievements and performance

Summary of the main achievements of the charity during the year

During the year we’ve organised and run 66 groups, which are intended to be educational, recreational and leisure in nature.

Over the period April 2021 to March 2022, we ran 66 groups, with over 681 members attending these groups. These were a combination hybrid and in venue, most groups restarted attending in person from January 2022 as Covid restrictions were lifted.

As a result of Covid our membership fell from a high of 1017 to 681, since the easing of restrictions the numbers are gradually increasing as of 31[st] March 2022 the figure stands at 770, the numbers continue to increase.

Our 2021 flagship event the Summer Programme was held online and consisted of 26 presentations spread over 3-weeks from the 6[th] to 22[nd] July and were attended by approx. 210 members.

TAR

June 2022

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Section E Financial review

Our policy is to retain the reserves at a level equal to six months of Brief statement of the regular expenditure. The trustees agreed that this is sufficient to pay our charity’s policy on reserves obligations should the number of members paying subscriptions falls significantly, or other contingencies. Reserves on 31[st] March 2022 at the financial year-end were still above the specified minimum. Details of any funds materially Not applicable in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

All our income is derived from the membership fees.

All funds held are used to pay costs associated with running Craven u3a

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Jon Tomlinson Full name(s) James Michael Richings Position (e.g. Secretary, Chair Treasurer Chair, etc)

Date 22.06.2022

TAR

June 2022

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Charity Name
Craven University of the Third Age		 Charity Name
Craven University of the Third Age		 Charity Name
Craven University of the Third Age		 Charity Name
Craven University of the Third Age		 Charity Name
Craven University of the Third Age		 No (if any)
1038617		 No (if any)
1038617		 No (if any)
1038617		 CC16a
For the period
from		 1st April 2021
Period start date		 To Period end date
31st March 2022
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
22,213
5,534
-
1,778
-
4
-

29,529
-
-
29,529
17,194
4,490
-
1,090
-
374
-
2,117
2,187
103		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
22,213
5,534
-
1,778
-
4
-
29,529		 Last year
to the nearest £
Membership 22,213 6,167
Gift Aid 5,534 -
Summer School - -
Transport 1,778 -
Refreshments - 38
Donations 4 28
PayPal Commission - -
Sub total(Gross income for
AR)
29,529		 6,233
A2 Asset and investment sales,
(see table).
Gift Aid - -
Sub total - - -
Total receipts
A3 Payments
6,233
Accommodation 17,194 - - 17,194 9,501
Third Age Trust 4,490 - - 4,490 6,905
Use of Private Homes - - - - -
Printing,Stationaryand Photocopying 1,090 - - 1,090 12
Summer School - - - - -
Postage 374 - - 374 70
Equipment - - - - -
Transport 2,117 2,117 -
Website,Zoom,IT 2,187 - - 2,187 430
PayPal Commission 103 103 77
Speaker Expenses 50 - - 50 190
**Sub total ** 27,605 - - 27,605 17,185
A4 Asset and investment
purchases, (see table)
- -
**Sub total ** - - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
17,185
1,924 10,952
- -
20,221 31,193
22,145 20,241

CCXX R1 accounts (SS)

05/07/2022

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
Signed by one or two trustees on
behalf of all the trustees
Examined by
B4 Assets retained for the
charity’s own use
B1 Cash funds
Stephen Wolfe
Signature
Jon Tomlinson
Details
Details
Details
Details
Barclays Bank
PayPal
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
22,103
-
42
-
22,145
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
Fund to which
asset belongs
Cost (optional)
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-

-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
STEPHEN WOLFE
Print Name
JON TOMLINSON		 Endowment
funds
to nearest £
-
-
-
OK
Endowment
funds
to nearest £
-
Current value
(optional)
-
Current value
(optional)
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Jon Tomlinson JON TOMLINSON 04/04/21
Stephen Wolfe STEPHEN WOLFE 04/05/21

CCXX R2 accounts (SS)

05/07/2022

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to tho trvsts051 membern of Craven U3A On accounts fortho year ondod 311312022 Charlty no 1036817 S•t payès I report to the trustees on my examination of the accounts of the #i￿ve arrty I"Ihe Trust'l for the year ended 311312021 R•8ponslbllltle8 and As the charty trustee5 of the Trust. you are responsib￿ forthe prepafation b•i$ tsf r•port otthe accounts in accudance wrth the requirements of the Charrt￿5 Act 2011 Act'i. l in resped of my examinatien of the Trust's accounts carried out under se¢tion 145 of the 2011 Act and in carrying out rny examination. I have followed the applicable Directions given by the Charty Commission und&r sethon 1495llbl of the Act. I have completed my exarnination. l ¢onfim that no material matters have me to my attention in connection with the examination which gives me cause to believe that in, any material respect. 8cLountirKJ r8coré8 were not kept in aGG0[dan￿ with $8ctK)n 130 of the Act or the a¢￿Unts do not ac￿rd with the accounting recotds Indgpondent èxaminèr's stat•m•nt I have no conc8rn8 bjl mte that the estimated reseNe. after a¢¢rLd payments and owings. wll b8 close to the reserwe policy limit of ho￿￿ng O morith5 expeno$rtU￿ I have come ar￿sS no othar matters in ccnnection with the examination to which attention $hould b& drawn In order to enable PrO￿r understanding of the account$ to tye reafed. Slgned.. Nama.. Richard John Weolf Relevant protstssional qualrfi¢ationl¥l or body lif any).. Addr•u: Sawley House, Saw Croft On0n￿y.KE1GHLEY BD20 8NZ IER O¢tober 2018