2025-03-31-accounts - Hillingdon University Of The Third Age (U3A)

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Trustees Annual Report for the period

From 1/4/2024 to 31/03/2025

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

Ann Lines Chairman / Membership Secretary Barbara Hall Treasurer Richard Fremantle Assistant Treasurer Pam Smith Minutes Secretary Judy Peddie Bookings Manager Chris Clare PR and Communications Co-ordinator Margare Stacey Interest Group Coordinator Freda Longhurst Membership Secretary Harvey Butnick Visits Co-ordinator Pat McAlpine Monthly Meetings Co-ordinator Sue Cobb New Member Mentor Parminder Kalra Committee Member George Przbyla Committee Member Gaynor Morgan Committee Member

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.

Current situation

Our number of members, which reduced slightly during the restrictions of COVID pandemic was slowly increasing, and although some groups closed, new groups had started during the year.

This year, nearly all members enjoyed holding ‘live’ meetings but there was still a few members still being reluctant to meet face-to-face and continued with meetings on Zoom. a The majority of the groups continued with live or as hybrid meetings using zoom where available WiFi enabled use in the meeting venues. The monthly open meeting had resumed and we were able to have a fully ‘live’ AGM. Some speakers still preferred to appear on Zoom.

We have changed to a new membership system called SIMPLE which is working well and has progressed to integrate the management of groups and will eventually include financial procedures.

Funding:

Hillingdon U3A is mainly funded through its membership fee which is ‘gift aided.’ The membership fee for the year is £32.00 per person with a concession available for those on benefits. This has been reduced due to the lack of activities available in the past year. We have removed the cost of postage as all documents are forwarded electronically.. Some groups may make a small charge for materials etc. Visits, theatre and concert trips are all self-funding.

Achievements and Performance:

The numbers of new members has improved and there are more members also renewing their membership. A number of groups still used zoom when conditions allowed although they had returned to the previous venues.

The website was continually updated making access easier and more informative on what was available to members and assistance to groups using Zoom. Also more members were trained on the SIMPLE on line management system.

Financial Review:

Although the annual membership fee is set to cover the anticipated cost for the forthcoming year based upon budget forecasts, and made easier to anticipate as no longer have postage costs. We maintain a small surplus to cover unexpected expenditure.

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