2023-03-31-accounts

Trustees' Annual Report for the period

Period start date Period end date From 01 April 2022 To 31 March 2023

Section A Reference and administration details

Charity name The Craven University of the Third Age Other names charity is known by Craven u3a 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

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 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	From 15.06.2022	Co-opted
	Anne MacDonald	Vice Chair		Elected by membership
	Nigel Holden	Secretary		Elected by membership
	George Mackley	Trustee		Elected by membership
	Jacqui Eames	Trustee		Elected by membership
	Nicholas Jarvis	Trustee	From 30.06.2022	Co-opted
	Names of the trustees for the charity, if any, (for example, any custodian trustees)
	Name		Dates acted if not for wholeyear

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June 2023

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

• (eg. trust deed, constitution)

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:

• policies and procedures adopted for the induction and training of trustees;

• the charity’s organisational structure and any wider network with which the charity works;

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.

• relationship with any related parties;

• trustees’ consideration of major risks and the system and procedures to manage them.

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.

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June 2023

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During the year, we have organised 74 groups, which at year end were attended by 847 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:

• policy on grant making;

• policy programme related investment;

• contribution made by volunteers.

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June 2023

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

During the year we’ve organised and run 74 groups, which are intended to be educational, recreational and leisure in nature.

Over the period April 2022 to March 2023, we ran 74 groups, with over 740 members attending these groups. Virtually all Groups meeting in venue, with one or two exceptions.

The target for the incoming committee post June 2022 AGM was to increase the membership which had partially covered to 740, as of 31[st] March 2023 it stands at 847, the target is to increase the membership to 1,000+

The committee decided that as far as possible all our activities would resume:

• The first of these was the Summer Programme held in venue at Ermysteds Grammar School and consisted of 24 presentations from the 28[th] & 29[th] July which was attended by 170 members.

• Next was the Open Event held at Skipton Town Hall to show case all our activities to our members and the public on 9[th] August.

• December saw the return of the Carol service, attended by 130 members and family members.

• A new event was Arts Event held in March 2023 to showcase all the Arts groups alongside music from our various orchestras and singers.

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June 2023

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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 charity’s policy on reserves our obligations should the number of members paying subscriptions falls significantly, or other contingencies. Reserves on 31[st] March 2023 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)

• Our income is derived from the membership fees and a legacy this year

• You may choose to include additional information, where form the will of a previous member Dereck Woolley of £5,000 relevant about: • the charity’s principal All funds held are used to pay costs associated with running Craven u3a sources of funds (including any fundraising); The legacy has been ring fenced as a hardship fund to assist and member

• • how expenditure has requiring help with membership fees. supported the key objectives of the charity;

• investment policy and objectives including any ethical investment policy adopted.

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) James Enever Full name(s) James Michael Richings Position (e.g. Secretary, Chair Treasurer Chair, etc) Date 21.06.2023

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June 2023

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	Charity Name Craven u3a	Charity Name Craven u3a	Charity Name Craven u3a	No (if any) 1038617	No (if any) 1038617	No (if any) 1038617	CC16a
	For the period from	Period start date 1st April2022	To		Period end date 31st March 2023
Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 25,323 3,610 9,402 1,550 1,774 1,360 883 43,902 - - - 43,902 27,679 5,273 1,602 1,520 258 343 408 452 856 328 294 39,013 - - - 39,013 4,889 - 22,145 27,034	Restricted funds to the nearest £ - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -		Total funds to the nearest £ 25,323 3,610 9,402 1,550 1,774 1,360 883 - 43,902 - - - 43,902 27,679 5,273 1,602 1,520 258 343 408 452 856 328 294 39,013 - - - 39,013 4,889		Last year to the nearest £
Membership	25,323						22,213
Gift Aid	3,610						5,534
Venue Charge	9,402						-
Summer Programme	1,550						-
Transport	1,774						1,778
Art Event	1,360						-
SaturdayMeetings	883						-
Donations							4
Sub total(Gross income for AR)	43,902						29,529
A2 Asset and investment sales, (see table).
	-
	-						-
~~Sub total~~	-						-
Total receipts A3 Payments
							29,529
Accomadation	27,679						17,194
3rd Age Trust	5,273						4,490
Summer Programme	1,602						-
Transport	1,520						2,117
Arts Event	258						-
SaturdayMeetings	343						-
PayPal Commission	408						103
Postage and Printing	452						1,464
Web Site & Zoom	856						2,187
Speaker Expenses							50
Film Licence, Refreshments, Committee Expenses	328
Donationsd	294
**Sub total **	39,013						27,605
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
							27,605
	4,889	-	-		4,889		1,924
	-	-	-		-		-
	22,145		-		22,145		-
	27,034	-	-		27,034		1,924

CCXX R1 accounts (SS)

24/06/2023

1

Section B Statement of assets and liabilities at the end of the period

Categories Signed by one or two trustees on behalf of all the trustees Examined by B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds CCXX R2 accounts (SS)	Details Details Total cash funds (agree balances with receipts and payments account(s)) Barclays Bank PayPal Details Details Details Invoices Not Yet Received Dave Smith Signature James Enever 2	Unrestricted funds Restricted funds to nearest £ to nearest £ 26,896 - 138 - - - 27,034 - 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) 2336 - - - - - Print Name JAMES ENEVER DAVE SMITH	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)
			Date of approval
			06/05/2023
			06/05/2023
			24/06/2023

CCXX R2 accounts (SS)

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