EAST GRINSTEAD U3A Accounts 31 August 2025
EAST GRINSTEAD U3A
Trustees’ Annual Report for the year ending 31 August 2025 Registered Charity 1084934
Contact address: 16 Willow Close East Grinstead RH19 2DQ
Trustees
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|---|---|---|---|---|
|Susan|Hodgson|Chair|
|Anthony|Stansall|Vice|Chair|(Appointed 29/05/2025)|
|Keith|Mason|Treasurer|
|Nigel|Lea|Treasurer|elect|(Appointed 27/02/2025)|
|Valerie|Wade|Assistant|Treasurer|
|Andrea|Trigg|Secretary|
|Katrina|Whitfield|Membership|Secretary|
|Janet Taylor|Groups|Co-Ordinator|
|John|Wells|IT Support|-|Beacon|
|Malcolm|Francis|IT Support|- Website|
|Gary Wood|Event|Co-Ordinator|
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Structure, governance and management
The charity is constituted as an unincorporated association. The governing document of East Grinstead U3A is its constitution as adopted in 1995 and amended 2001, 2005, 2018 and 2020. Management of East Grinstead U3A is vested in a committee, whose members are the trustees of the charity. Trustees are appointed by the management committee and elected at the annual general meeting.
Objects of the charity
EG u3a is part of a UK-wide movement of locally-run groups, providing an opportunity, for those no longer in full time work, to learn together, enjoy activities, make friends, and have fun. Typical groups include bridge, singing, science, arts, foreign languages, discussion, walking etc.
Achievements and performance
We have had another very successful year and our membership has grown to over 800 members. Consequently, we have expanded the number, and range, of the interest groups we offer. This expansion of groups is thanks to those members who willingly share their talents and give up their time to become group leaders. As well as leading the more academic study groups, our group leaders also organise a wide-range of outings and other activities. From walking to trips to London museums, golf to darts — there really is something for everyone to enjoy at EG u3a. The groups are organised and supported by our Groups Co-ordinator, Janet Taylor and John Wells, who manages Beacon, our IT software.
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EAST GRINSTEAD U3A
Trustees Annual Report for the year ending 31 August 2025 (continued)
Achievements and performance (continued)
We also arrange outings which are organised by our Events Co-ordinator, Gary Wood. This year we had very successful trips to Brooklands Museum, Portsmouth and to Canterbury, which included a guided tour of the beautiful Cathedral. Later in the year we will be visiting Winchester Christmas Market. Last Christmas, two groups attended carol concerts at Sackville college, our local Jacobean Alms House.
Gary also organises our Monthly Open Meetings, which continue to be very popular. At these meetings we invite speakers who talk on a range of subjects. Several of our members do not belong to a specific group, but value the opportunity to meet with friends in a welcoming atmosphere ona regular basis. At these meetings, as well as members, we welcome visitors, who can find out more about EG u3a and meet the committee. We also invite visitors to our annual Open Day, which is always well attended.
We keep in touch with our members via. our newsy and colourful newsletter and we also have a private Facebook group, which any member can contribute too. We have a website which we keep up to date as we are aware that this is the first place many people will come to for information on EG u3a. Members can now join via. our website, as well as the usual methods. We hope to encourage more members to use these paperless methods to lighten the burden of our Membership Secretary, Katrina Whitfield.
Inevitably, an expanded u3a means more work for our[Treasurer,][Keith][Mason.][Fortunately,] we[have] recruited an Assistant Treasurer, Valerie Wade, to help with the finances for various outings and events. This year Malcolm Francis, IT Support, has created a new finance system, which means that the work of the treasurer and assistant treasurer have been simplified.
Reserves
At 31 August 2025, East Grinstead held bank balances of £21,221 (2024: £29,584) after excluding balances held for specific groups.
The charity is in the process of asking Group Leaders to submit applications for funding from reserves to enable successful groups to purchase items of equipment.
This report was approved by the Management CommitteeAGon -...........:0s0--.Move TOTand signed on its behalf by:
Susan Hodgson Chair
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EAST GRINSTEAD U3A
Independent Examiner's Report to the trustees of East Grinstead U3A
I report to the Trustees on my examination of the financial statements of East Grinstead U3A (the charity) for the year ended 31 August 2025.
Responsibilities and basis of report
As the Trustees of the Charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (the 2011 Act).
I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the charity as required by section 130 of the 2011 Act; or
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the financial statements do not accord with those records; or
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the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.
Darren Harding ACA FCCA DChA Richard Place Dobson Services Limited 1-7 Station Road Crawley West Sussex RHl0 lHT Dated:24/11/2025
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EAST GRINSTEAD U3A Year ending 31 August 2025
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|Receipts|&|Payments Account|2024/25|2023/24|
|All receipts|& payments|are|unrestricted|Total|Total|
|£|£|
|Memberships|8,894|10,686|
|Other group|income|25,039|24,893|
|Events|&|outings|19,180|9,543|
|Donations|223|317|
|Income|tax|recoverable|1,103|1,414|
|Interest|received|143|16|
|TOTAL|RECEIPTS|54,582|46,869|
|Capitation|3,172|2,780|
|Newsletter|169|169|
|Publicity|92|90|
|U3A|Magazine|2,372|3,546|
|Group|leaders'|meetings|1,011|1,038|
|Expenses|of hub|meetings/other|Meridian|events|2,569|2,144|
|Room|hire|&|group|expenses|24,698|22,878|
|Cost|of events|&|outings|21,599|7,408|
|Office|expenses|1,783|1,692|
|Storage|charge|1,008|168|
|Independent|examiner's|fees|900|516|
|Bank charges|227|581|
|Licence|fees|945|0|
|New|Members|meeting|691|0|
|61,236|43,010|
|Assets|purchased|1,409|1,785|
|TOTAL PAYMENTS|62,645|44,795|
|NET|RECEIPTS|& PAYMENTS|(8,063)|2,074|
|Cash|funds|brought|forward|33,013|30,939|
|Cash funds|carried forward|24950|33,013,|
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| Statement ofAssets & Liabilities | 2024/25 | 2023/24 |
|---|---|---|
| Total | Total | |
| £ | £ | |
| U3A | 21,221 | 29,584 |
| Groups total | 3,730 | 3,429 |
| 24,950 | 33,013 | |
| Assets retained forthe charity's own use | ||
| Projector screen | 56 | 56 |
| Portable PA system including microphones | 267 | 267 |
| Printer | 71 | 71 |
| Display Board and Microphones | 217 | 217 |
| Input Mixer, Microphone Stand and Leads | 74 | 74 |
| Wireless Microphone and Leads | 44 | 44 |
| Gazebo | 180 | 180 |
| Storemaster Storage Box | 15 | 15 |
| SumUp Card Reader | 40 | 40 |
| Laptop Memory | 39 | 39 |
| Epson Printer | 161 | 161 |
| Laptop SpeakerAmplifier System | 153 | 153 |
| LaneyAmp | 369 | 369 |
| Yamaha Keyboard | 429 | 429 |
| Portable Rope Barrier | 90 | 90 |
| Microphone | 42 | 42 |
| Audio/PA Equipment | 4,515 | 1,515 |
| Computer Upgrade | 138 | 138 |
| Lapel Microphone | 60 | 8) |
| IT Equipment | 1,349 | 0 |
| 5,309 | 3,900 | |
| Liabilities | ||
| 2024/25 independent examination fee | 1,500 | 900 |
| Memberships 2025/26 received early | 6,123 | 7,329 |
| Group attendance 2024/25 received early | 520 | 290 |
| Chatham Docks visit final payment | 0 | 2,335 |
| Room hire for 2024/25 not yetinvoiced | 662 | 808 |
| 8,795 | 11,662 |
The accounts were approved by the Management Committee on fE NOVENBEL 2025 and signed on its behalf by
IN? VeeckNOV/ Susan Hodgson Chair
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