## ## ## |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||group start-up costs that are limited to
f.50.| |---|---|---|---|---|---| |||||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|ofthe Third A e Trust| |---|---|---|---|---|---|---| |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}| ## ## ## ## ##