2022-12-31-accounts - The Sudbury Group Of The Third Age Trust

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Objectiv	es and A	ct	iv	itie	s
					SORP reference
SUmmary the charity governing	pf the pUrposes as set out in its document			pf	Para 1.17	The objects ofSudbury u3a are the advancement ofeducation, in particular the education ofolder people and those who are retired from full time work by all
						means including associated activities
						conducive to learning and personal
						develo ment.
Summary ofthe main activities in relation to those					Para 1.17and 1.19	Sudbury u3a provide speakers who talk on a wide range ofsubjects.
purposes for the public benefit, in particular, the activities, projects or services identified in the						There are awide range ofinterest groups whereby members share knowledge and experience on a variety ofsubjects including Ambling, Art
accounts.						Appreciation, Architecture, Bird
						Watching, Book Binding, Bridge,
						Canasta, Circle Dancing, Cribbage,
						Current Affairs. Cycling, Dutch, Film,
						French, Garden Visits, German,
						Holidays &Field Trips, Italian, Latin,
						Mahjong, Music Appreciation, Music
						Making, Painting &Drawing, Petanque,
						Photography, Philosophy, Pitch &Putt,
						Pub Lunches, Reading, Quiz, Real Ale,
						Science &Technology, Scrabble,
						Snooker, Spanish, Rock & Roll,
						Strolling, Table Tennis, Ten Pin Bowling,
						Trace Your Ancestors, Walking, Whist,
						Wine Appreciation, Wood Carving,
						Writin .
Statement confirming whether the trustees		have			Para 1.18	Trustees ofSudbury u3a provide educational and wellbeing improvement
had regard to the guidance issued by the Charity Commission on public benefit						activities for those retired and semi- retired from full time employment in accordance to the guidance issued by the Chari Commission.
Additional	information		(optional)
You ma choose to include				further statements		where relevant about:
					SORP reference
						The only grants made are to our own
					Para 1.38	interest groups, usually to help with

Policy on	grant making	grant making	grant making
				Para 1.38
Policy on	social investment
including	program		related
investment
				Para 1.38
Contribution		made	by
volunteers
Other

	SORP reference
Summary ofthe main achievements ofthe charity, identifying the difference the charity's work has made to the circumstances ofits beneficiaries and any wider benefits to society as a whole	Para 120	Following the detrimental effect of Covid over the past couple ofyears the charity has almost. fully recovered its pre-covid position. Almost all ofour interest groups have'- restarted and some new groups are getting underway. Membership is at96%ofwhere itwas
		before 2020 and we continue our efforts
		to attract new members.

Achievements	against
objectives set		Para 1.41
Performance	offundraising
activities against objectives
set		Para 1 41

Investment	performance
against objectives		Para 1.41
Other

Review ofthe charity's		Para 1.21	There was an operating	gain for the year
financial position at the end			ofF1,746
ofthe eriod
Statement explaining the		Para 1.22	The policy ofSudbury	u3a is that
policy for holding reserves statin wh the are held Amount ofreserves held		Para 1.22	reserves should equal the annual ex enses. f18.234	approximately
Reasons for holding zero		Para 1.22	n/a
reserves
Details offund materially	in	Para 1.24	nla
deficit
Explanation of any		Para 1.23	nia
uncertainties about the
charity continuing as a going
concern

ou ma cho		se to	in	clude furt	her s	tatement	s where relevant about
							The principal source of income is the
							annual membership fee paid by
The charity's principal sources offunds (including any fundraising)					Para	1.47	members to cover the day-to-day operating costs ofSudbury u3a Where appropriate gift aid is claimed from members contributions.
							The funds are held in Main and Deposit
							accounts All these funds are
							consolidated in our annual accounts.
							Interest groups are self-financing with
							the exception ofsmall start-up grants.
							The Hol)ing account is used to hold the funds 4r Interest Groups. These funds
							are ring fenced and may only be used by
							the group that collected the funds.
							The Treasurer is responsible for
							overseeing all Interest Group funds in
							the Holdin account
Investment	policy		and				Sudbury u3a have no investments.
objectives including				any	Para	146
-social investment			policy
adopted
A description		ofthe		principal
risks facing		the charity			Para	1.46
Other

Description ofcharity*s
trusts:
Type ofgoverning document (trust deed, royal charter)		Para 1.25	Governed by the constitution ofthe Sudbury Group ofthe Third Age Trust
			(Sudbury u3a), a member ofthe Third
			Age Trust as	an unincorporated
			Association, formally adopted 30~April 2003, amended 19'"April 2006,20~ February 2013, 27'" February 2018and 22""Februa 2022.
How is the charity constituted?		Para 1.25	Unincorporated Association.
(e.g unincorporated
association, CIO)
Trustee selection methods		Para 1.25	Trustees are	nominated	and electedire-
including details ofany constitutional provisions election to post or name	e.g. of		elected by the membership at Annual General Meeting.			the
any person or body entitled
to appoint one or more
trustees
Additional information (optional) You ma choose to include further statements			where relevant	about:
Policies and procedures
adopted for the induction
and training oftrustees		Para 1.51
The charity's organisational
structure and any wider
network with which the
charity works		Para 1.51
Relationship with any related
parties		Para 1.51
Other

Chari	name			The Sudbu	Grou
Other name the charit			uses	Sudbu u3a
Re istered charit		number		1101615
Charity's	principal	address		1,Reynolds	Way
				Sudbury,
				Suffolk
				CO10 1PS

mes	ofthe charity trust	ees who manage t	he charity
	Trustee name	Office (ifany)	Dates acted ifnot forwhole ear	Name ofperson (or body) entitled to a oint trustee ifan
	Brian Alfred Orton	Chair		Membership	ofSudbury		u3a
	Anthony Sidney	Vice Chair K		Membership	ofGudbury		u3a-
	Lee	Treasurer
	Dorothy Beal	Secretary		Membership	of	Sudbury	u3a
	John Derek	Membership		Membership	of	Sudbury	u3a
	Freeborn OBE	Secretary
	Brian Eric			Membership	of	Sudbury	u3a
	Hemmings
	Nicola Goodwin			Membership	of	Sudbury	u3a
	Deanna Joan Hoile			Membership	of	Sudbury	u3a
	Jannie Leach			Membership	of	Sudbury	u3a
	Richard Owen			Membership	of	Sudbury	u3a
	Thomas
10	Susan Melinda Campbell		1"January to 13~ December	Membership	of	Sudbury	u3a
	Colette Bentley			Membership	of	Sudbury	u3a
12	Richard Bruce Clegg			Membership	of	Sudbury	u3a
13	Janet Elizabeth Crutten den			Membership	ofSudbury		u3a
	lan George		13'"to31"December	Membership	of,,Sudbury		u3a
	Mathews
15
16
17
18
19
20

Funds held as cust	odia	n
Description ofthe assets		n/a
held in this capacity
Name and objects ofthe		n/a
charity on whose behalf	the
assets are held and how	this
falls within the custodian
charity's objects
Details ofarrangements	for	n/a
safe custody and
segregation ofsuch assets
from the charity's own
assets

Names an	d addresses ofadv	isers {Optionai information)
Type of	Name	Address
adviser
Name of	chief executive or names ofsenior staff members		{Optionai information}