Trustees’ Annual Report for the period
From 01/09/23 To 31/08/24
Charity name: Wimborne University of the Third Age
Charity registration number: 1096535
Objectives and Activities
| Objectives and Activities | |
|---|---|
| Summary of the purposes of the charity as set out in its governingdocument |
To provide activities both educational, physical and social for those people retired or semi retired from fulltime/parttime employment. |
| Summary of the main activities in relation to those purposes for the public |
There are 57 Interest Groups with a mix of education such as Current Affairs , Philosophy, History , Languages , Arts, well being, physical sport activities with sociability eg, Badminton, Short Tennis and Table Tennis , plus Quiz Nights and Lunch& Skittles available ,There is a mixture of external venues , outside & smaller home groups to serve 500+ members. There is also 5 groups of walks which is very popular and sociable. |
Achievements and Performance
| 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. |
The impact of Covid and Lockdown in 2020 gradually slowed down, however we were financially secure when we returned fully in 2021. Clearly funds had come in before the Pandemic , this helped with the initial drop in numbers of 100 which was contained supported by good reserves in capital. We recovered most by 2022 and reached our target numbers. Our Offer is a broad selection of many different groups which encouraged the returns members also new members increased. Our numbers and donations were positive after the Pandemic due to Open Days to drive back the numbers via new members and the revenue required. |
|---|---|
Financial Review
| Review of the charity’s financial position at the end of the period |
Strong financial position by maintaining the 17 weeks of Reserves as per the Charity Commission guideline and keeping within the Budgets for Venues and additional costs we need to meet. We operate on a one subscription fee of £57 per annum for all members, all Groups are Free at the Point of Use which is in line with the Ethos of the u3a Movement. |
|---|---|
Structure, Governance and Management
| Description of charity’s trusts: | |
|---|---|
| Type of governing document | Constitution of Wimborne U3A |
| How is the charity constituted? | 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 |
Selection of Trustees Nominated, Supported and Seconded by the Members AGM. |
Names of the charity trustees who manage the charity 01/09/23 – 31/08/24
| 1 2 3 4 5 6 |
Trustee name | Office (if any) | Dates acted if not for whole year | Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Carol Macpherson | Chairman | Membership via AGM | ||
| Steve Wallington | Treasurer | |||
| Alex Woods | Secretary | |||
| Jayne Twomey | Group Secretary | |||
Declarations
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| CAROL | MACPHERSON | |
CHAIRMAN |
||
| 20/09/24 | ||
| 20/09/24 |
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Muscllffe, Boumemouth. Dorn•l BHP 3ND Tel: {01202) 536370 Moblle.. 07773 332676 •mall: loncclark@sky.ccxn ACCOUNTANT mborne U3A c/0 Nr. Stev• Walllnqton 180 wlmborne Road Wlmborn• Dorset BH21 3LL 9 Septeller 2024 Dear Steve W&nbozn• iln*v•r•aty 0£ th• Third Aqg •0ptI payTht4 Account £or y•ar •nd•d 31 kn•t 2024 r have prepared and then audited the above accounts which shows a surplus of £2, 740 compared to £3,240 for the prevlous year. ncome received up to 14ay 2023 has been treated as in year subscriptions with monies received in June.July and Auquyt as being received for 2024/25 year. I have checked the bank balances at year end to bank statements and transactions durxng the year and can confinn that these f igvres are correct. I enclose a note of my charges for your klnd attentlon. Could you pleasé rnaké a cheque payable to ICC Accountancy Ll.mited or pay dlrect as requested. Yours Faithfully lan C Clark