Section E Financial review Our reserves equate to 10 morrths Income. Brief statement of the charity's policy on reserves Detsils of any funds materially in deficit | Nil Further financial review details (Optional infonnation) You may choos• to includ8 additional information, where relevant about: the charity's principal SoUr￿S offunds {including any fundraising)- how expenditure has supported Ihe key obJ"ectrves of the charity., investment policy and objectives including any elhical 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 t stees Signaturels) Full name(s) Position (eg Secretary, Chair, etc) Peter Villalard Chair Date lols TAR March 2012 **From** **To** ## **Trustees' Annual Report for the period** Period start date Period end date Da1y Month Year Day Month Year ## Section A Reference and administration details **Charity name Other names charity is known by Registered charity number (if any)** 1072274 The Andover u3a **Charity's principal address** 19 Tower Close Charlton Andover **Postcode SP10 4RS** ## **Names of the charity trustees who manage the charity** |1
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**to appoint trustee (ifany)**| |---|---|---|---|---| ||Peter Villalard|Chairperson||| ||David Gollings|Vice Chair||| ||Richard Selley|Secretary||| ||Su McNamara|Treasurer||| ||Gail Hunter|Membership
Secretary||| ||Vacant|Groupco-ordinator||| ||Chris Ward|Newsletter Editor||| ||Jan Ward|Webmaster||| ||Caroline Mills|Member||| ||Eleanor Wright|Member||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR** March **2012** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
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**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 OF THE ANDOVER UNIVERSITY OF** > (eg. trust deed, constitution) **THE THIRD AGE (U3A), FORMALLY ADOPTED ON 19[th] MAY 2021. A MEMBER OF THE THIRD AGE TRUST, AS AN** How the charity is constituted > (eg. trust, association, company) **UNINCORPORATED ASSOCIATION,** Volunteers formally accepted in post at the annual general meeting Trustee selection methods - (eg. appointed by, elected by) ## **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; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **TAR** March **2012** 2 The advancement of education and the education of older people and those who are retired from full time work by all means, including associated activities conducive to learning and personal development. **Summary of the objects of the charity set out in its governing document** Andover u3s has 39 interest groups which provide a range of activities, in particular; walking groups, language groups, various interest groups and quester groups that organise outings which would be of interest to the members. In addition, there is a monthly meeting open to all members where there is a presentation by an outside speaker on a variety of subject with social interaction for those attending. Andover u3a provides a focus for nearly 500 members, who benefit greatly from the opportunities offered. **Summary of the main** Many of our members live on their own and the activities provided aid **activities undertaken for the** their mental health and contributes to their wellbeing and good health. **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)** **TAR** March **2012** 3 Members pay a small annual membership fee to cover the cost of the monthly meeting, hall hire, speakers, and other administration cost, including a fee to the Third Age Trust. Group activities are paid for by group members. This makes the Andover u3a self-funding. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **TAR** March **2012** 4 Section D Achievements and erformance p With Covid restrictions were lifted our u3a was then able to resume **Summary of the main** normal activities including the monthly meetings. **achievements of the charity** The 3 Quester groups were able to organise trips: Bletchley Park, **during the year** Longford Castle, Holiday to York, Watermill Theatre, Shepton Mallett, Chocolate Craft Factory and festival dinners. In addition, the remaining 36 groups were able to sustain their normal activities **TAR** March **2012** 5 ## **Section E Financial review** Our reserves equate to 10 months income. **Brief statement of the charity’s policy on reserves** **Details of any funds materially** Nil **in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has 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)** **Full name(s)** Peter Villalard **Position (eg Secretary, Chair,** Chair **etc) Date** **TAR** March **2012** 6 ction B Disclosure Only complete if the examiner needs to highlight matters of concern ( Independent examination of charity accounts.. directions and guidanc examiners). ve here brief details of y items that the aminer wishes to close. ANDOVER U 3 A INCOME & EXPENDITURE FOR THE YEAR ENDED 31st MARCH 2022 INCOME 2022 2021 EXPENDITURE 2022 2021 Subscriptions 4,670.00 Gift Aid 882.51 Interest 0.40 Misc inc donation Donation Diaries Donation in lieu 4,810.00 Administration Monthly meetings Capitation 701.66 1,495.61 1,246.00 422.68 720.00 500.12 3.67 1.921.50 1,651.82 Direct Mail Newsletters Website Funds from savings Misc Total expenditure 1,184.42 219.00 147.60 400.00 874.30 6,268.59 883.46 710.77 470.64 221.98 Total income 7,204.73 6.328.94 4,420_38 1908.56 6.328_94 7 204..73 6.328 94 ANDOVER U 3 A BALANCE SHEET ON 31 MARCH 2022 2022 4,435.89 400.00 0.00 1.676.35 4,036.29 25.00 125.21 5.862.85 2021 Bank Current Account Less advance deposits Less cheques not cleared Current Account register Bank Savings Account Float Petty Cash 422.46 -30.00 0.00 392.45 4435.89 25.OQ 73.37 Total assets 4,926_71 Financed by: Accumulated Fund at start of year Surplus /- Deficit Accumulated Fund at end of year 4.926.71 936.14 5,862.85 3,018.15 1,908_56 4.926.71 Su McNamara (Hon Tregsuer) dated . 441Lw)) John B.eid (Hon..Examiner). datpd :?:%.ty%th h zz CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Andover u3a On accounts for the year ended 31st March 2022 Charity no (if any) 1072274 Set out on pages Iiemember to includr t-: I report to the trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended 3110312022 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 Act"). 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 confirm that no material matters have come to my attention (other than that disclosed below ") in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independont examiner'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 if they do not apply. Signed: Date: Is Name: John Reid Relevant professional qualification(s) or body (if any): Address: 27 Old Down Road, Andover Hampshire SP10 3JR IER October 2018 ANDOVER U 3 A EVENTS ACCOUNT INCOME & EXPENDITURE FOR THE YEAR ENDED 31st MARCH 2022 GROUP INCOME EXPENDITURE & BALANCE Grou alb lrtco enditure Future iterns Bal ¢lf 18.84 Theatre 18.84 0.00 0.00 Functions 0.00 £430.00 370.00 443.90 60.00 QurL surplus 68.39 46.86 Quester1 Questerf2 Quester3 83.40 1.581.01 75.68 428.89 19.758.44 1,385.00 19,765.40 1,420.00 -1,527.19 40.68 49.09 1,107.91 9.QQ Garden group 201,77 22.002.J3 21.999.¥9 DOV BALANCE SHEET N 31 MARCH 2022 2022 1794.13 202 Sank Events Account Less cheques not y8t deared EVe￿ts Account register Petty Cash Fuiure items 3691.10 1.794.13 16.83 1.691.10 -1.576.00 Total assets Fin8nc8d by.. Accumulated Fund at stsrt ofyear Surplu$ l-Deficit Accumulated Fund t of Èar 231.93 &694 42 1,679.03 1810.96 .46249 231.93 Ba18nc8 bjf £1,810.96 £22,002.33 -￿1.999.30 -£1,527.19 £283.77 Income Futtjre items SLÉ McNamara IHon.Tr8asurork datsd..... John HÈld IHpn..EHminorl. f10tgd ,,,.