Trustees’ Annual Report for the period
From 1/09/24 Period start date To 31/08/25 Period end date
Charity name: Wimborne University of the Third Age
Charity registration number: 10965635
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide activities both educational, physical and social for those people retired or semi retired from fulltime and part time employment. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
There are approximately 50 interest groups with a mix of provision, such as Current Affairs, Humanities, Languages, Arts & Crafts, Well Being, and sports activities. There are also Quiz Nights, Talks, Skittles, walks and local history groups. Groups meet in local meeting venues and peoples’ homes. Membership is around 450. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Charity is reviewing its constitution in line with the requirements and model constitution provided by the parent Charity, the Third Age Trust. The charity is part of a national movement – u3a – which has a prominent place in the provision of services to the elderly and retired. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | There is no grant making |
| Policy on social investment including program related investment |
Para 1.38 | There is no investment |
| Contribution made by volunteers |
Para 1.38 | The charity is entirely run by volunteers – these comprise the committee of 10 plus all the group leaders or Convenors. |
Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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. |
Para 1.20 | Our offer is a broad selection of many different groups and activities to those who are retired or semi retired. The bulk of the members are over 70, and we are very aware of the importance of the social and communal aspects of our provision. Wimborne and the catchment area has 30% of its population over 70, well above the national average. Our aim is to try and reach out to those elderly in the community who are isolated and in need of friendship. During the period of this financial report there was a significant turnover in the composition of the Committee which oversees the operation, so the period in question has been one of consolidation and reviewing our priorities. However, we have continued to maintain membership, and have a strong range of offerings, and this will be the platform for more expansion during the next year. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity is in a very healthy position. We are carrying over significant reserves, approximately 30 weeks, and we can easily balance income and expenditure on an annual basis. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
The vast majority of the expenditure is on venue hire and this is calibrated annually within the annual membership fee. There are no staffing costs. We have had a cautious plan to increase investment in our marketing and profile-raising activities. The expectation is that increased membership, and thus fee income, arising from that activity will offset some or all of the expenditure. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | Loss of Committee members Loss of fee paying members Loss of convenors whereby groups have to cease. None of these present an existential problem. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | An approved Charities Commission Constitution – Wimborne u3a |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | 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 |
Para 1.25 | Selection of Trustees Nominated, Supported and Seconded at the Members AGM. Additionally the selection of other Committee members up to a maximum of 15 members in total, by nomination and co-option. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity works under the umbrella of the national u3a, which is registered with the Charities commission as the Third Age Trust. |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Wimborne u3a |
|---|---|
| Other name the charity uses | |
| Registered charity number | 10965635 |
| Charity’s principal address | 16 Cranfield Avenue Wimborne Dorset BH21 1TH |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| AshleyRowlands | Chair | Committee(at the AGM) | ||
| Christine Letchford | Secretary | “ | ||
| Jayne Twomey | Treasurer | “ | ||
| Viv Pink | Groups Secretary | “ | ||
| Heather Lowe | Venues Secretary | “ | ||
| Horace Letchford | MembershipSec. | “ | ||
– 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
Trustee name Dates acted if not for whole year
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
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ee
Full name(s) |Ashley Rowlands
Position (eg Secretary, |Chair
Chair, etc)
Date
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J CHARITY COMMISSION FOR ENGLAND AND WALES
Receipts and payments accounts CC16a For the period To from 01/09/2024 31/08/2025
Section A Receipts and payments Unrestricted Restricted Endowment Tital unde Last year funds funds funds tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ A1 Receipts SubscriptionsCaOS] C™C™~C“CCdzCEC“$N’NNNNNNNW.- ] [@))))—<O0S] [SCT fakeSCA sO TC ETS 2ery ee | Bankinierest dT iC“‘éA@B«CTCTCCUCdTT™~“‘CSCWCCYLSCOCOC‘(#N(NCCS#C§S‘J| |280 eeub total (Gross income for ee |es rn):oo |ee AR) 33,846 A2 Asset and investment sales, (see table). _hre A3 Payments esns | [25,362| Printing and postage | COSA [C™~C“CCdCTCSC‘“‘#SNNNNNNWW-CidCSSOCO~~‘(‘C‘L,OWSA‘|nh SO as Leaders meetings & conference [CSTle TCes en)Cd]SC™~“‘CSCC-C‘LCYL(S)é<‘(<Csis‘(aésDi23‘ | |[«208] AuditfeepaidCTC‘ BOYLTCYTCC™C™~C“‘iLLSCOC‘(#NNNNNN§:S'YONN’YC.es 380 |~—~—~—~—3¢0|| Paypalbankcharges TOT T™CéC“i~iSTC“‘(‘#NNNNNNNN| CIN... CSO] [.—SOC™~—~SCS@d [ T hird AgeMagazineCT ™C™~—“‘“SC*WLTSOOOOCOC™C~CSSdCECNCWNNYWNN’N’”“—=SKW“= -—«dF[@)—“i”~S—~—9 WebHosting Ff tt Sub total (ee) ES Ed ee] oe A4 Asset and investment purchases, (see table : ee Sub total| | Net of receipts(payments)|-___——91 eee A6CashfundslastyearendAS Transfers betweenfunds [||51,297| oesPT |T8557 Cash funds this yearend| __51,200) 5,200] | _ 51,291
CCXX R1 accounts (SS)
1
03/09/2025
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Section B Statement of assets and liabilities at the end of the period
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Unrestricted Restricted Endowment funds funds funds to nearest £ to nearest £ to nearest £ 90 rc (agree balances with receipts and payments account(s))} Unrestricted Restricted Endowment funds funds funds to nearest £ to nearest £ to nearest £ -- =— Fund to which Cost (optional) Current value asset belongs P optional a == Fund to which z Current value { asset belongs ne optional Fund to which Amount due When due - ——liability relates optional =optional Signed by one or two trustees on . ; Date of behalf of all the trustees f Signature Print Name approval eaaaeee?) JAYNE TWIMEY 03 /b4 (25°
IAN C. CLARK ACCOUNTANT
5 Wynford Road Bournemouth,Muscliffe, Dorset BH9 3ND Tel: (01202) 536370 Mobile: 07773 332676 email: iancclark@sky.com
Wimborne U3A c/o Mrs. Jayne Twomey 19 Heath Farm Close Ferndown Dorset BH22 8JP
3 September 2025
Dear Jayne
Wimborne University of the Third Age
Receipts and Payments Account for year ended 31 August 2025
I have prepared and then audited the above accounts which shows a deficit of £91 compared to a surplus of £2,740 for the previous year. The income received up to May 2025 has been treated as in year subscriptions with monies received in June, July and August 2025 as shown being received for 2025/26 year. I have checked the bank balances at year end to bank statements and transactions during the year and can confirm that these figures are correct. The bank balances include the new Paypal account.
T enclose a note of my charges for your kind attention. Could you please make a cheque payable to ICC Accountancy Limited or pay direct as requested.
Yours Faithfully Ilan C Clark
ICC Accountancy Limited Company No. 4191546 Registered Office: 5 Wynford Road, Bournemouth, Dorset, BH9 3ND Company Registered in England and Wales Registered with HMRC for MLR
IAN C . CLARK ACCO U N TANT
5 Wynford Road Muscliffe, Bournemouth, Dorset BH9 3ND Tel: (01202) 536370 Mobile: 07773 332676 email: iancclark@sky.com
Wimborne University of the Third Age c/o Mrs Jayne Twomey 19 Heath Farm Close Ferndown Dorset BH22 8JP
3 September 2025
Invoice No 2955
To preparation of receipts and payments account for Wimborne U3A for the year ended 31 August 2025 including analysing payments made in the year.
To audit of income and expenditure accounts for Wimborne University of the Third Age for the year ended 31 August 2025.
Fee
£ 400.00
Sort Code : 090666
Account No : 41046187
ICC Accountancy Limited
Santander Bank
ICC Accountancy Limited Company No. 4191546 Registered Office: 5 Wynford Road, Bournemouth, Dorset, BH9 3ND Company Registered in England and Wales Registered with HMRC for MLR
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J CHARITY COMMISSION FOR ENGLAND AND WALES
Receipts and payments accounts CC16a For the period To from 01/09/2024 31/08/2025
Section A Receipts and payments Unrestricted Restricted Endowment Tital unde Last year funds funds funds tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ A1 Receipts SubscriptionsCaOS] C™C™~C“CCdzCEC“$N’NNNNNNNW.- ] [@))))—<O0S] [SCT fakeSCA sO TC ETS 2ery ee | Bankinierest dT iC“‘éA@B«CTCTCCUCdTT™~“‘CSCWCCYLSCOCOC‘(#N(NCCS#C§S‘J| |280 eeub total (Gross income for ee |es rn):oo |ee AR) 33,846 A2 Asset and investment sales, (see table). _hre A3 Payments esns | [25,362| Printing and postage | COSA [C™~C“CCdCTCSC‘“‘#SNNNNNNWW-CidCSSOCO~~‘(‘C‘L,OWSA‘|nh SO as Leaders meetings & conference [CSTle TCes en)Cd]SC™~“‘CSCC-C‘LCYL(S)é<‘(<Csis‘(aésDi23‘ | |[«208] AuditfeepaidCTC‘ BOYLTCYTCC™C™~C“‘iLLSCOC‘(#NNNNNN§:S'YONN’YC.es 380 |~—~—~—~—3¢0|| Paypalbankcharges TOT T™CéC“i~iSTC“‘(‘#NNNNNNNN| CIN... CSO] [.—SOC™~—~SCS@d [ T hird AgeMagazineCT ™C™~—“‘“SC*WLTSOOOOCOC™C~CSSdCECNCWNNYWNN’N’”“—=SKW“= -—«dF[@)—“i”~S—~—9 WebHosting Ff tt Sub total (ee) ES Ed ee] oe A4 Asset and investment purchases, (see table : ee Sub total| | Net of receipts(payments)|-___——91 eee A6CashfundslastyearendAS Transfers betweenfunds [||51,297| oesPT |T8557 Cash funds this yearend| __51,200) 5,200] | _ 51,291
CCXX R1 accounts (SS)
1
03/09/2025
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Section B Statement of assets and liabilities at the end of the period
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Unrestricted Restricted Endowment funds funds funds to nearest £ to nearest £ to nearest £ 90 rc (agree balances with receipts and payments account(s))} Unrestricted Restricted Endowment funds funds funds to nearest £ to nearest £ to nearest £ -- =— Fund to which Cost (optional) Current value asset belongs P optional a == Fund to which z Current value { asset belongs ne optional Fund to which Amount due When due - ——liability relates optional =optional Signed by one or two trustees on . ; Date of behalf of all the trustees f Signature Print Name approval eaaaeee?) JAYNE TWIMEY 03 /b4 (25°
IAN C. CLARK ACCOUNTANT
5 Wynford Road Bournemouth,Muscliffe, Dorset BH9 3ND Tel: (01202) 536370 Mobile: 07773 332676 email: iancclark@sky.com
Wimborne U3A c/o Mrs. Jayne Twomey 19 Heath Farm Close Ferndown Dorset BH22 8JP
3 September 2025
Dear Jayne
Wimborne University of the Third Age
Receipts and Payments Account for year ended 31 August 2025
I have prepared and then audited the above accounts which shows a deficit of £91 compared to a surplus of £2,740 for the previous year. The income received up to May 2025 has been treated as in year subscriptions with monies received in June, July and August 2025 as shown being received for 2025/26 year. I have checked the bank balances at year end to bank statements and transactions during the year and can confirm that these figures are correct. The bank balances include the new Paypal account.
T enclose a note of my charges for your kind attention. Could you please make a cheque payable to ICC Accountancy Limited or pay direct as requested.
Yours Faithfully Ilan C Clark
ICC Accountancy Limited Company No. 4191546 Registered Office: 5 Wynford Road, Bournemouth, Dorset, BH9 3ND Company Registered in England and Wales Registered with HMRC for MLR
IAN C . CLARK ACCO U N TANT
5 Wynford Road Muscliffe, Bournemouth, Dorset BH9 3ND Tel: (01202) 536370 Mobile: 07773 332676 email: iancclark@sky.com
Wimborne University of the Third Age c/o Mrs Jayne Twomey 19 Heath Farm Close Ferndown Dorset BH22 8JP
3 September 2025
Invoice No 2955
To preparation of receipts and payments account for Wimborne U3A for the year ended 31 August 2025 including analysing payments made in the year.
To audit of income and expenditure accounts for Wimborne University of the Third Age for the year ended 31 August 2025.
Fee
£ 400.00
Sort Code : 090666
Account No : 41046187
ICC Accountancy Limited
Santander Bank
ICC Accountancy Limited Company No. 4191546 Registered Office: 5 Wynford Road, Bournemouth, Dorset, BH9 3ND Company Registered in England and Wales Registered with HMRC for MLR