Trustees’ Annual Report for the period
From 1[st] September 2019 To 31[st] August 2020
Charity name: Risborough and District U3A
Charity registration number: 1092697
Objectives and Activities
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SORP reference
Summary of the purposes Para 1.17 A self-help organisation for
of the charity as set out retired/semi-retired people providing
in its governing educational, creative and leisure
document opportunities.
Summary of the main Para 1.17 and Monthly meetings to provide a
1.19
activities in relation to generalised topic to educate and
those purposes for the inform. Smaller sub-groups meeting at
public benefit, in regular intervals with a range of
particular, the activities, activities from studying antiques to
projects or services walking the countryside of
identified in the Buckinghamshire and beyond.
accounts.
Statement confirming Para 1.18 The Trustees have regard to the
whether the trustees Charity Commission guidance on public
have had regard to the benefit.
guidance issued by the
Charity Commission on
public benefit
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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
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SORP reference
Groups led by and supported by its
members choosing to develop greater
knowledge and skills within their target
Summary of the main objective. Other groups are developing
Para 1.20
achievements of the increasing physical skills and health
charity, identifying the benefits within a sporting framework.
difference the charity’s Groups are also expanding knowledge
work has made to the of languages and mental agility
circumstances of its exercises such as bridge and Mah jong.
beneficiaries and any
wider benefits to society
as a whole.
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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Financial Review
Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially Para 1.24 in deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
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The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
Structure, Governance and Management
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Description of charity’s Constitution adopted 14 [th] May 2002
trusts:
Type of governing Para 1.25 Unincorporated association.
document
(trust deed, royal
charter)
How is the charity Para 1.25 Trustees are appointed or reappointed
constituted? annually at the AGM held in October.
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25
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
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
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Charity name Princes Risborough and District University of the Third
Age.
Other name the charity Princes Risborough U3A
uses
Registered charity 1092697
number
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Charity’s principal 73 Manor Park Avenue
address Princes Risborough
Bucks HP27 9AS
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Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Babs Cooper Chair
2 Stephen Cooper Vice Chair
3 Richard Jones Treasurer
4 Carol Sullivan Secretary
Ann Banbury Communications
5
Secretary
6 Jenny Catchpole Speaker Secretary
Margaret Speaker Secretary
7
Hawkes
8 Jan Nicholls
9 Annie Ashton
10
11
12
13
14
15
16
17
18
19
20
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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
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Trustee name Dates acted if not for whole
year
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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) Babs Cooper Position (eg Chair Secretary, Chair, etc) Date 08.09.2020
Princes Risborough & Distrirt University of the Third Age Registered Charity No.1092697 Reipts and Payments Accounts for the Year ended 31st August 2020 2020 2019 Receipts General Subscriptions (Current yearl Subscriptions (following yearl Gift Aid Sale of Diaries Bank Interest Closure of Groups Miscellaneous Ilnc Third Age Trust £160 grant ) TOTAL Group Receipts TOTAL RECEIPTS 4.072 4,300 5,055 1,378 88 70 1,401 149 78 374 516 6,590 21,351 27.941 19 149 11,059 61,246 72,305 Payments General Hire of Community Centre Facilities Speakers Capitation Fees Preview11 edition /2 Edition51 Third Age Matters Group Start Up and Support Equipment Purchase and Maintenance Administration incl. website licences Purchase of Diarie5 12019 2 years) Refreshments & Catering Refunds overpaid sub5 & other misc.payments TOTAL Group Payments TOTAL PAYMENTS 598 1.060 935 1,978 1,211 1,321 240 1,047 1,918 287 455 486 420 2,110 586 1,493 204 37 3,278 182 98 9,006 26.627 3S,633 10,938 63.988 74,926 NET PAYMENTS 7.692 2,621 Cash funds last year end 26,480 29,101 Cash funds this year end £18.788 £26.480 Held as to: Virgin Savings Account Barclays Community Account 10,411 8,377 £18.788 10,333 16.147 £26.480 Petty Cash held by Groups: 12 of the present 29 groups reported pre-covid as to holding £1.126 laverage £941 Signed by two Trustees on behalf of all the Trustees. Chair Date of approval Treasurer IQ).
Prlncos Risljofough & D18trlct Unlvernlty of tho Thlrd Ago Charlty no. 1092697 IndewKlent ExamlneV8 Roport on tho A¢Unts to th• TnMt• Year endod 31st August 2020 I report to the trustees on my examinalion of the w)unts of the alx)ve ¢harty for the year w)ded 3111 August 2020 RMpon8lbllltl•s and l)asi• of roport As the chanty'$ Irustees you a responsible ts the preparation of the ac£4)unts in accordan with the requirements of the Charities 2011 1.the P£r). I report in respect of my examination of the Charity's ac£ounts carried out under section 145 of the 2011 Act and in ¢arrying out my examination, I have folh)vRd all the applicable DItionS given by the Charity Commission under section 14951{bl of the A Indepond•nt 0xam1m •tat•m I have completed my examination. l confim) that material matters have come to my attention in connectv)n wth the examinatx)n whth gives m8 cause to belteve that in. any matsrial respect the luntIng records were not kept in accord with 88Cth)n 130 of the ChadUo$ Act.. or the accounts dkl not ad wllh the •x)unllng records.. or the accounts dvj not compty tho 8ppIKabla wuiremonts ncerning the fomi and content of a(wunts sel oul in Ihe Charities (Accounts and ReFQrts) Regulations 2008 other than any requirement that the accounts gNe a 'true and fairf view which is not a matter consklered as part of an independent examlnation. I have no concerns and have come &ross M other maltsrn in connection with the examination lo which att•nts'on shoukl be drawn in this report in ordor lo enable a Fffoper undersl8nding of the a¢¢ounts to t)e reached. Chri rJGee 13th r 2020 40 Manor Park Av8 Princes RI$)roUgh 8LtckinghaNhl HP27 9AS