Trustees’ Annual Report for the period
From 01/01/2025 Period start date To 31/01/2025 Period end date
Charity name: The Charnwood u3a
Charity registration number: 1076107
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To offer learning, fun and education for all members |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Support and aid groups with their activities |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making 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 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Charnwood u3a has increased its membership to nearly 1,100. There are now around 107 groups which offer sports, language, games and quizing, walking – a wide variety. This year has seen a new group ‘Women in History’ and 2 groups for ‘Seated Exercise’. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Please annual review |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Inline with guidelines we hold 9 months worth of running cost to allow for winding up if necessary. |
| Amount of reserves held | Para 1.22 | £7500 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Subscriptions |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | unincorporated |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | On a volunteer basis |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Charnwood u3a |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1076107 |
| Charity’s principal address | |
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 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Pam Upton | Chair | |||
| Debra Hardwick | Secretary | |||
| Pamela Towers | Treasurer | |||
| GarryRigby | Vice-Chair | |||
| BeverleyGillman | Groups Co-ordinator | |||
| Geetha Bala | New Members Liaison |
|||
– Corporate trustees names of the directors at the date the report was approved
Director name
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) Full name(s) Debra Rachael Hardwick
Position (eg Secretary, Secretary Chair, etc) Date 10/07/2026
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Chamwood u3a On accounts for the year ended 31* December 2025 Charity no lif any) 1076107 Set out on pages I report to the trustees on my examination of the accounts of the above charity {Ihe Trust'l for the year ended 3111212025 Responsibilities and As the charity trustees of the Tnjst, you are responsible for the preparation basis of report of the accounts in aordanCe with the requirements of the Charities Act 2011 ("the Act"). I report in respert of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charty Commission under section 14515)Ibl of the Act. I have completed my examination. I confinn that no material matters have come lo my attention (other than that disclosed telov¢") in connection with the examination which gives me cause to believe that in, any material respe¢t.' accounting re¢ords were not kept in accordance viith section 130 of the Act or the accounts do not accord wrth the ac¢ounting records Independent examlnerfs statement I have no concems 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 appty. Slgned: Date: Namo: RncklÉL TroÉ Relevant professional qualificationls) or body (if any): Cir4 Address: É2 PÉioQY LÉiL& LLII gpr IER October 2018
Section B Disclosure Only complele if the examiner needs to highlight matters of concem (see CC32, Independent examination of chanty accounts.. directions and guidance for èxaminers). Give here brief detalls of any items that the examinor wishes to disclose. IER October 2018
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Chamwood u3a On accounts for the year ended 31* December 2025 Charity no lif any) 1076107 Set out on pages I report to the trustees on my examination of the accounts of the above charity {Ihe Trust'l for the year ended 3111212025 Responsibilities and As the charity trustees of the Tnjst, you are responsible for the preparation basis of report of the accounts in aordanCe with the requirements of the Charities Act 2011 ("the Act"). I report in respert of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charty Commission under section 14515)Ibl of the Act. I have completed my examination. I confinn that no material matters have come lo my attention (other than that disclosed telov¢") in connection with the examination which gives me cause to believe that in, any material respe¢t.' accounting re¢ords were not kept in accordance viith section 130 of the Act or the accounts do not accord wrth the ac¢ounting records Independent examlnerfs statement I have no concems 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 appty. Slgned: Date: Namo: RncklÉL TroÉ Relevant professional qualificationls) or body (if any): Cir4 Address: É2 PÉioQY LÉiL& LLII gpr IER October 2018
Section B Disclosure Only complele if the examiner needs to highlight matters of concem (see CC32, Independent examination of chanty accounts.. directions and guidance for èxaminers). Give here brief detalls of any items that the examinor wishes to disclose. IER October 2018