## **Trustees’ Annual Report for the period** ## **From 1[st] January 2025 Period start date To 31[st] December 2025 Period end date** ## **Charity name: U3A WONERSH** ## **Charity registration number: 1096989** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The advancement of education of older
people and those who are retired from full
time work by all means, including associated
activities conducive to education and
personal development.| |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|Art, Book Club, Exploring Churches and
London, French, Latin, Line Dancing,
Appreciation of Music, Mah Jong, Play
Reading, Pilates, Pottery, Speakers, Table
Tennis, Tai Chi, Croquet, Walks, Outings,
Lunch and Coffee Meetings| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees confirm that they have had
regard to the guidance issued by the Charity
Commission on public benefit. All activities
are open to all members and membership is
open to all, regardless of background.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: SORP reference U3A Wonersh do not make any grants. 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** ||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|U3A Wonersh maintained 16 active interest
groups, covering subjects from languages to
walking. 13 outings were organised and new
activities were created, including a bi-
monthly coffee morning, quiz afternoons and
a new play reading group. Group activities
are all well attended including a members’
holiday to Wales.| ## **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 principal source of funds is annual
membership subscriptions. Total income for
the year was £37,573 and expenditure was
£32,816.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The trustees aim to hold sufficient funds to
cover 6-12 months of operating costs,
ensuring that U3A Wonersh can continue to
function in the event of a significant decline
in income.| |Amount of reserves held|Para 1.22|£11,062.| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| ## **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|Membership Subscriptions
Group Activities
Outings
Functions| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|U3A Wonersh’s reserve funds are held in an
interest earning bank account.| |A description of the principal
risks facing the charity|Para 1.46|The principal risk is of a declining
membership. Membership did not decline
materially during the year.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Written constitution adopted by members at
its AGM| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|It is an unincorporated association.| |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|Trustees are elected annually at the Annual
General Meeting (AGM) by the membership| ## **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|
New Trustees are briefed on their
responsibilities by the existing committee.|| |---|---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|U3A Wonersh is a member of the Third Age
Trust (registered charity no. 288007)|| |Relationship with any related
parties|Para 1.51|U3A Wonersh works in conjunction with the
Third Age Trust, which provides support,
advice and insurance.|| |Other|||| ## **Reference and Administrative details** |Charity name|U3A Wonersh| |---|---| |Other name the charity uses|| |Registered charity number|1096989| |Charity’s principal address|Oak Tree House, Barnett Lane, Wonersh, GU5 0RZ| |Telephone number
email|07966 126857
rwldavies3955@outlook.com| ## **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)**| |---|---|---|---|---| ||Sandra Jarvis|Chair||| ||Angela Bik|||| ||Tim Bullivant|Vice Chair||| ||Richard WL Davies|Secretary|26.06.25 – 02.03.26|| ||Tak LopKo|Treasurer|26.03.25 – 02.03.26|| ||Jacqueline Ko|||| ||Howard Anthony
Rivers||26.03.25 – 02.03.26|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** None Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |None||| |||| |||| |||| |||| |||| ## **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)** **Position (eg Secretary, Chair, etc)** **Date** Balance Sheet at 31 Dec 2025 U3A WONERSH Registered Charity No. 1096989 BALAN￿ SHEET at 31¥t Detember 2025 2025 2024 Cash at Bank Gift Aid Debtor Stamp Stock Prepayments:_ Outings- deposrt for Stansted Park Bramley VillaEe Ha51 Rent- paid in advance 12fJ)2 592 150 835 20 16994 13364 Uabllllles SubscriptTon renewal received in advan Tai Chi tuition fee paid in advan Pilates tultion fee paid in advance New Year Lunch-tickets sold in advan Outings:_ ThL*etssoKby31 Lknmber25 Royal MilitsryAcademy Hampton Ct Pala Kelmscott Manor Accruals:_ Arbuthnot Hall & Woner5h Hall- rent outstandinE Table Tennis- expenses outstanding Fyilates Teacher- fee outstanding Bank Charge5 (Oecl 2528 510 176 2496 990 495 147 21 220 160 li 5932 4613 Net Assets 11062 8751 Cawtsl January 12025 Surplus for the year Capithl December 31 2025 8751 2311 15654 -6903 11062 8751 B Ko- Treasurer Signed :_ S Jarvis- ChairThn SigrRd :_ M Taylor- Independent Exanmner (Address: S Powder Mi115 Pkce. BkgL*sth Lane Chihwrth GU4 8BFI Balance Sheet at 31 Dec 2025 U3A WONERSH Registered Charity No. 1096989 BALAN￿ SHEET at 31¥t Detember 2025 2025 2024 Cash at Bank Gift Aid Debtor Stamp Stock Prepayments:_ Outings- deposrt for Stansted Park Bramley VillaEe Ha51 Rent- paid in advance 12fJ)2 592 150 835 20 16994 13364 Uabllllles SubscriptTon renewal received in advan Tai Chi tuition fee paid in advan Pilates tultion fee paid in advance New Year Lunch-tickets sold in advan Outings:_ ThL*etssoKby31 Lknmber25 Royal MilitsryAcademy Hampton Ct Pala Kelmscott Manor Accruals:_ Arbuthnot Hall & Woner5h Hall- rent outstandinE Table Tennis- expenses outstanding Fyilates Teacher- fee outstanding Bank Charge5 (Oecl 2528 510 176 2496 990 495 147 21 220 160 li 5932 4613 Net Assets 11062 8751 Cawtsl January 12025 Surplus for the year Capithl December 31 2025 8751 2311 15654 -6903 11062 8751 B Ko- Treasurer Signed :_ S Jarvis- ChairThn SigrRd :_ M Taylor- Independent Exanmner (Address: S Powder Mi115 Pkce. BkgL*sth Lane Chihwrth GU4 8BFI