OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-accounts

Trustees' Annual Report for the period

Period start date Period end date From 01 April 2023 To 31 March 2024

Section A Reference and administration details

Charity name The Craven University of the Third Age

Other names charity is known by Craven u3a

Trustee name Office (if any) Dates acted if not for whole year Name of person (or body)
entitled to appoint trustee (if
any)
1 Mick Richings Chair Elected by membership
2 James Enever Treasurer Elected by membership
3 Anne MacDonald Vice Chair Elected by membership
4 Linda Hoole Secretary Elected by membership
5 Jacqui Eames Trustee Elected by membership
6 Nigel Holden Trustee Elected by membership
7 Nicholas Jarvis Trustee Elected by membership
8 Veronica Dancer Trustee Elected by membership
9 Lesley Perkins Trustee 30.06.2023 Co-opted
10
11
12
~~oe~~ ~~oe~~ ~~oe~~ ~~oe~~

Names of the charity trustees who manage the charity

TAR

1

2023-24

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

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

Summary of the objects of the charity set out in its governing document

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 Craven and its surrounding locality.

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

2

2023-24

During the year, we organised 80 groups, which at year end has been attended by 847 Individual and Associate 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

3

2023-24

Section D Achievements and performance

Summary of the main achievements of the charity during the year

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

Over the period April 2022 to March 2023, we ran 80 groups, with over 850 members attending these groups. Virtually all Groups meeting in venue, with one or two exceptions which are held in member homes.

The target for the incoming committee post June 2022 AGM was to increase the membership which had partially covered to 740 from a low of 650 post covid, as of 31[st] March 2023 it stands at 847, the target is to increase the membership to 1,000+

In addition to the programme of events/activities our Summer Programme was attended by approx. 240 members over 2-days at Ermysteds Grammar School.

All activities and events have resumed in venue, the last one being the Christmas meal held at Craven College, Skipton attended by approx. 35 members.

TAR

4

2023-24

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 2024 at the financial year-end are 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 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) James Enever Full name(s) James Michael Richings Position (e.g. Secretary, Chair Treasurer Chair, etc) Date 21.06.2023

TAR

2023-24

5

CC16a

Charity Name No (if any) Craven u3a 1038617

Receipts and payments accounts For the period Period start date Period end date To from 1st April2023 31st March 2024 ~~ee ee~~ Section A Receipts and payments

Unrestricted
funds		 Unrestricted Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Membership 29,902 - 29,902 25,323
Gift Aid 2,278 - 2,278 3,610
**Venue charge ** 13,227 - 13,227 -
Summer
Programme		 2,852 - 2,852 -
Transport 1,854 - 1,854 -
Donations 5,055 5,055
Art Event 128 - 128 -
Saturday
Meetings		 1,296 - 1,296 -
- - - - - -
Sub total(Gross income for
AR) - - 56,592 - 56,592 43,902
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
~~Sub total~~-
-
-
-
-
Total receipts
-
56,592
-
56,592
43,902
~~——————~~
A3 Payments
Accommodation Accommodation 20,085 - 20,085 27,679
3rd Age Trust e Trust 3,094 - 3,094 5,273
Summer
Programme 1,761 - 1,761 1,602
Transport 1,890 - 1,890 1,520
Arts Event - - - 258
**Saturday Mtgs ** 730 - 730 343
PayPal
commission 446 - 446 408
Sumup
commission 151 151
Postage and
Printing 135 - 135 452
Web Site Zoom 252 252 856
Speaker
Expenses -
Film
Licence,Refeshme
nts Committee
Expenses 427 427 328
Donations 115 115 0 294

Sub total [ - ]

29,086 - 29,086 -

A4 Asset and investment purchases, (see table) - - - - - - - - Sub total [ - ] - - - - ~~SS~~ Total payments 29,086 ~~55—~~ 29,086 - Net of receipts/(payments) 27,506 - 27,506 43,902 A5 Transfers between funds - - - - - A6 Cash funds last year end - 27,034 - 27,034 - Cash funds this year end ~~=~~ - ~~SS~~ 54,540 - 54,540 ~~SS=~~ 43,902

CCXX R1 accounts (SS)

1 14/08/2024

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period 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
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Barclays Bank
PayPal
Details
Details
Details
Dave Smith
Signature
James Enever		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
54,540
-
-
-
-
-
54,540
-
Agreement Error
Agreement Error
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)
-
-
-
-
-
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
James Enever JAMES ENEVER 01.04.2024
Dave Smith DAVE SMITH 01.04.2024

CCXX R2 accounts (SS)

14/08/2024

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Craven u3a On accounts for the year ended 31st March 2024 Charity no (if any) 1038617 Set out on pages I report to the trustees on my exarnination of the accounts of the above charity (Ihe Trust") for the year ended 3110312024. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ('the Acr) I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I Confi￿ that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordan￿ with section 130 of the Act or the accounts do not accord with the accounting records Independent examlner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rf they do not apply. Signed: Date: 3rd May 2024 Name: David Malcolm Smith Relevant professional qualification{sl or body (If any): Address: Low Green House, Church Lane, Gargrave BD23 3PF Section B Disclosure Only complete rf the examiner needs to highlight matters of concem (see CC32, Independent examination of charity accounts: directions and guidance for examiners). IER October 2018