2021-03-31-accounts - Hillingdon University Of The Third Age (U3A)

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

Trustees Annual Report for the period

From 1/4/2020 to 31/03/2021

Reference and Administration details

Charity Name:	Hillingdon University of the Third Age
Also known as:	Hillingdon U3A
Charity Number:	1086758
Charity Principal Address: 91 Long Lane Hillingdon UB10 0AP
Charity Trustees acting for the year–annually elected at AGM
Pat McAlpine	Chairman
Ann Lines	Vice Chairman / Membership Team Leader
Barbara Hall	Treasurer
Richard Fremantle	Assistant Treasurer
Pam Smith	Minutes Secretary
Val Law	Business Secretary
Judy Peddie	Bookings Manager
Rodney Fox	PR and Communications Co-ordinator
Freda Longhurst	Interest Groups Co-ordinator
Mary Morgan	Visits Co-ordinator
Maureen Ferguson	Monthly Meetings Co-ordinator
Sylvia Cook	Monthly Meetings Co-ordinator
Val Law	Monthly Meetings Co-ordinator

Independent Financial Examiner:

D. Kiltie 105, Lime Grove Ruislip, HA4 8RW

Structure, governance and management

Governing Document: Constitution How the Charity is constituted: Unincorporated Association Trustees: The Trustees are the Management Committee.

Additional governance issues: Hillingdon U3A is affiliated to the Third Age Trust (TAT), a national umbrella body, which promotes self-help learning for older people. TAT is also a member of the International Association of Universities of the Third Age (IAUTA)

TAT negotiates insurance for all U3As covering both members and Trustees. TAT also offers advice on best practice for administration, finance, compliance with Data Protection and other practice and legal matters.

Both TAT and Hillingdon U3A offer training courses in group leadership for our members.

Objectives and Activities:

Objectives:

To advance the education of middle aged and older people in the London Borough of
To provide facilities for recreational and leisure activities. This is achieved by encouraging members to become group leaders and hold activities in their homes or in community centres throughout the Borough. Currently there are about 90 different study groups. Opportunities also exist for members to take part in organised visits to places of interest, theatre visits, concerts and walks.

Main Activities:

There is a usually monthly general meeting open to all members. Information is given on forthcoming events, followed by a guest speaker.

TAT arranges Study Days and Summer Schools as well as Shared Learning Projects with research being jointly undertaken by U3A members, universities, museums and galleries etc. (open to members of all of the U3As)

The wide range of activities available to older people positively contributes to their well being.

This year, due to Covid-19, the activities of all members was considerably effected due to ‘lockdown’ and restrictions during the year but we managed to set up monthly meetings on Zoom and also a number of individual groups were also able to meet via Zoom.

Funding:

Hillingdon U3A is mainly funded through its membership fee which is ‘gift aided.’

The membership fee for the year is £25.00 per person with a concession available for those on benefits. A supplement of £9.00 per household is paid by those wishing to receive the Newsletter by post to cover the cost of postage and packaging.

Some groups may make a small charge for materials etc. Visits, theatre and concert trips are all self-funding.

Achievements and Performance:

A slight reduction in membership renewal probably due to Covid but it did reach the 800’s. Even with the lockdowns and number restrictions for groups, many managed to meet via Zoom or when conditions allowed, they met out in the open.

The website was continually updated making access easier and more informative on what was available to members and assistance to groups using Zoom.

Financial Review:

The annual membership fee is set to cover the anticipated cost for the forthcoming year based upon budget forecasts, includes a slight increase in posted newsletters due to increase in postage. We maintain a small surplus to cover unexpected expenditure.

THE HILLINGOON U3A IRo9l&knd Charty Ik• 011)86758) ACCOUNTS FOR THE YEAR ENDED 31 IAARCH 2022 Iwbhctto Examlnaiionl RECEIPTS ANO PAYIAWS ACCOUNT AwS120214l•r¢h 2022 Awll 2O2Mar¢h 2021 R•¢lpts •xcèptOutsldo VLqtts•tc. Subscrlptfor Group & General Raeélpts Raffles Monthty rneeting refres ftAwJ Advetb51 Sun(Jry receipts Bank IN8f••t 10.736 24,049 6,784 21 Tot41 r8¢glpts •xeopt Outahl• •tc. 11035 3Q,8J4 L." P•ym•rts •xc•ptOul¥ld• Vtslts •t< Hall Hlro onthty M8&ling$ Interest Isiudyl Groups Spfrakern & Groups $ake Admlnlstrnllon a All•c. Web sile C8pilabM Fe81 NewStIe[S costs Admln. ThIFd Age Mal¢8rs Sundry P8ymenl$ Egulpmenl purchap• 495 1.912 9.165 9.16S 1rt17 2.520 2.481 2.979 1.758 3.615 3.470 2.523 9.792 11.272 TWI p•ym•M• •¥¢•ptOutskh •tc 19.7 l).119 8urplu•ld•nclt on Corn Acd¥ -7.722 17.715 OyMld• ¥htt• •t¢. Day vi5rt8. London WaS •t concen1Tatre Vi8bl8 Other 4ctivrties Memberstr8hip for 2022r23 surplud•nC1t on Oul¥ld• Vl¥h• • excg5•1(l•ficlt of r8ulpts ov•r paym•nty 4.316 4.410 1.122 27 01 s,059 -19 8TATEAIENT OF Assm AT 31 IAARCH 2022 B•l•nc# •t Bink NatWe81 General Cuireni Acwuni NatVVe81 Vtsils Cuffenl A¢Unt CCLA Lkposh ArxMI Tot•1 841•rK at fl,731 12.7n 1S,260 46.776 28,462 7,719 15.258 49,439 R•pr0wnt ty.. UJA I311 aThl 80¢l•l Fw41 49,439 B8rb8ro HON. Hon Twsurer In my otynKn. the above o¢ww)ts gi%t a aTrJ fatr ¥*wofts UI4 affan. Slh May2022 04vld R S 110 ACA- Intt•pond•nt EAin•r