## **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|| lllll 11 mllllm 111111 11111 111111111 1111 111111 11111 111111111 11111 ffl Iiilltm iffl illIn'tim , 111111 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 Septell￿er 2024 Dear Steve W&nbozn• iln*v•r•aty 0£ th• Third Aqg •0￿ptI payTh￿t4 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