Trustees' Annual Report for the period
Period start date Period end date 01 April 2021 31 Mar 2022
From
To
Section A Reference and administration details
Charity name Evesham & District u3a Other names charity is known by Registered charity number (if any) 1101530 Charity's principal address c/o Mr C Wolstencroft, 2 Highfield Road, Hampton, Evesham Postcode WR11 2PU
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Charity's principal address c/o Mr C Wolstencroft, 2 Highfield Road, Hampton, Evesham
Postcode WR11 2PU
Names of the charity trustees who manage the charity
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Deborah Andrews Chair
Christopher Vice Chair
2
Wolstencroft
3 David Keeling Treasurer
4 Alison Williams Secretary
5 Nicola Neill
6 John Boon
7 Sue Beneke
Jeff Berliner 2 June 2021 – 6 January
8
2022
9
10
11
12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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March 2012
TAR
1
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution
Type of governing document
(eg. trust deed, constitution)
Unincorporated members’ association and a member of the Third Age
How the charity is constituted
Trust
(eg. trust, association, company)
Elected at Annual General Meeting
Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include
additional information, where
relevant, about:
policies and procedures
adopted for the induction and
training of trustees;
the charity’s organisational
structure and any wider
network with which the charity
works;
relationship with any related
parties;
trustees’ consideration of
major risks and the system
and procedures to manage
them.
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Section C Objectives and activities
March 2012
TAR
2
The charity’s object is the advancement of education, and in particular the education of older people and those retired from full time work, by all means including associated activities conducive to learning and personal Summary of the objects of the development in Evesham and its surrounding locality charity set out in its governing document Advancement of education of older people as part of the u3a movement. The u3a movement is a collection of groups that run local and online member led learning for those no longer in full time work across the United Kingdom. Evesham and District u3a is all voluntary and has over 80 activity groups covering many subjects from art appreciation to yoga. It is local, social, friendly, low cost and open to all. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
March 2012
TAR
3
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
March 2012
TAR
4
Section D Achievements and performance In the past year life has slowly started to get back to normal following the Summary of the main COVID pandemic. Despite continuing restrictions, interest groups started achievements of the charity meeting in person – many after several months of meeting on Zoom. during the year Although we were glad to get back to meeting face to face, our newfound technical ability has meant we have continued to use Zoom to support our group meetings. Monthly meetings are currently hybrid and we have discovered we can use technology to support members who are unable to attend meetings in person – not just because of COVID. The committee is hugely grateful to group leaders for all they have done to get their groups up and running again. In November, we ran a successful open day in a new venue – All Saints’ Church. Although some groups were unable to be present due to COVID restrictions, we filled the church with people and interesting displays. As a result, we recruited many new members – some returners and some new to u3a. Our membership is now up to pre COVID levels. We have some new groups which have proved immensely popular. We have a list of potential interest groups, and we would like to see them up and running this year. The committee continues to meet monthly and Richmond Villages Wood Norton have kindly allowed us to use one of their meeting rooms. We have established three subgroups to enable us to work more efficiently: Finance, Recruitment and Retention and Group Support.
Section E Financial review
March 2012
TAR
5
The Trustees have agreed that 50% of the annual expenditure is required Brief statement of the to be held as Reserves. Reserves are needed to ensure continuity in the charity’s policy on reserves event of a sudden drop in income or increase in expenditure, to replace assets, to cover future equipment demands and to deal with any emergency. Methods to reduce the level of reserves above this amount should further the charitable objectives of our u3a in a way that benefits as many members as possible, e.g. through the purchase of equipment or a temporary freeze of, or a reduction in, membership subscriptions. Details of any funds materially N/A in deficit
Further financial review details (Optional information)
The charity’s principal source of funds is membership subscriptions You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Alison Williams Full name(s) Alison Williams Position (eg Secretary, Chair, Secretary etc) Date 15/09/22
March 2012
TAR
6
Trustees' Annual Report for the period
Period start date Period end date 01 April 2021 31 Mar 2022
From
To
Section A Reference and administration details
Charity name Evesham & District u3a Other names charity is known by Registered charity number (if any) 1101530 Charity's principal address c/o Mr C Wolstencroft, 2 Highfield Road, Hampton, Evesham Postcode WR11 2PU
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Charity's principal address c/o Mr C Wolstencroft, 2 Highfield Road, Hampton, Evesham
Postcode WR11 2PU
Names of the charity trustees who manage the charity
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Deborah Andrews Chair
Christopher Vice Chair
2
Wolstencroft
3 David Keeling Treasurer
4 Alison Williams Secretary
5 Nicola Neill
6 John Boon
7 Sue Beneke
Jeff Berliner 2 June 2021 – 6 January
8
2022
9
10
11
12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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March 2012
TAR
1
----- Start of picture text -----
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution
Type of governing document
(eg. trust deed, constitution)
Unincorporated members’ association and a member of the Third Age
How the charity is constituted
Trust
(eg. trust, association, company)
Elected at Annual General Meeting
Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include
additional information, where
relevant, about:
policies and procedures
adopted for the induction and
training of trustees;
the charity’s organisational
structure and any wider
network with which the charity
works;
relationship with any related
parties;
trustees’ consideration of
major risks and the system
and procedures to manage
them.
----- End of picture text -----
Section C Objectives and activities
March 2012
TAR
2
The charity’s object is the advancement of education, and in particular the education of older people and those retired from full time work, by all means including associated activities conducive to learning and personal Summary of the objects of the development in Evesham and its surrounding locality charity set out in its governing document Advancement of education of older people as part of the u3a movement. The u3a movement is a collection of groups that run local and online member led learning for those no longer in full time work across the United Kingdom. Evesham and District u3a is all voluntary and has over 80 activity groups covering many subjects from art appreciation to yoga. It is local, social, friendly, low cost and open to all. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
March 2012
TAR
3
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
March 2012
TAR
4
Section D Achievements and performance In the past year life has slowly started to get back to normal following the Summary of the main COVID pandemic. Despite continuing restrictions, interest groups started achievements of the charity meeting in person – many after several months of meeting on Zoom. during the year Although we were glad to get back to meeting face to face, our newfound technical ability has meant we have continued to use Zoom to support our group meetings. Monthly meetings are currently hybrid and we have discovered we can use technology to support members who are unable to attend meetings in person – not just because of COVID. The committee is hugely grateful to group leaders for all they have done to get their groups up and running again. In November, we ran a successful open day in a new venue – All Saints’ Church. Although some groups were unable to be present due to COVID restrictions, we filled the church with people and interesting displays. As a result, we recruited many new members – some returners and some new to u3a. Our membership is now up to pre COVID levels. We have some new groups which have proved immensely popular. We have a list of potential interest groups, and we would like to see them up and running this year. The committee continues to meet monthly and Richmond Villages Wood Norton have kindly allowed us to use one of their meeting rooms. We have established three subgroups to enable us to work more efficiently: Finance, Recruitment and Retention and Group Support.
Section E Financial review
March 2012
TAR
5
The Trustees have agreed that 50% of the annual expenditure is required Brief statement of the to be held as Reserves. Reserves are needed to ensure continuity in the charity’s policy on reserves event of a sudden drop in income or increase in expenditure, to replace assets, to cover future equipment demands and to deal with any emergency. Methods to reduce the level of reserves above this amount should further the charitable objectives of our u3a in a way that benefits as many members as possible, e.g. through the purchase of equipment or a temporary freeze of, or a reduction in, membership subscriptions. Details of any funds materially N/A in deficit
Further financial review details (Optional information)
The charity’s principal source of funds is membership subscriptions You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Alison Williams Full name(s) Alison Williams Position (eg Secretary, Chair, Secretary etc) Date 15/09/22
March 2012
TAR
6