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Exeter u3a

Registered Charity Number 1104480

Annual Report and Accounts 1 April 2024 – 31 March 2025

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Exeter U3A - Annual Report 1 April 2024 - 31 March 2025

About us

Exeter U3A is an Unincorporated Members Association whose current governing document is the Constitution adopted on 8 April 2003 and subsequently amended on 26 February 2015 and 22 April 2021. Our objects as set out in the Constitution are:

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 development in Exeter and surrounding district.
The provision of facilities for leisure time and recreational activities with the object of improving the conditions of life for the above persons in the interests of their social welfare.

As a member of the Third Age Trust, we adhere to the principles of the u3a movement which is non-religious and non-political and has three main principles:

The Third Age Principle

Membership of a u3a is open to all in their third age, which is defined not by a particular age but by a period in life in which full time employment has ceased.
Members promote the values of lifelong learning and the positive attributes of belonging to a u3a.
Members should do all they can to ensure that people wanting to join a u3a can do so.

The Self-help Learning Principle

Members form interest groups covering as wide a range of topics and activities as they desire; by the members, for the members.
No qualifications are sought or offered. Learning is for its own sake, with enjoyment being the prime motive, not qualifications or awards.
There is no distinction between the learners and the teachers; they are all u3a members.

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The Mutual Aid Principle

Each u3a is a mutual aid organisation, operationally independent but a member of The Third Age Trust which requires adherence to the guiding principles of the u3a movement.
No payments are made to members for services rendered to any u3a.
Each u3a is self-funded with the membership subscriptions and costs kept as low as possible.
Outside financial assistance should only be sought if it does not imperil the integrity of the u3a movement.

Our Activities

The main activities we usually carry out to achieve our objectives are as follows:

We hold general meetings on the fourth Thursday of each month which are free and open to all members. We invite speakers who give talks on a variety of interesting topics and we keep our members up to date on developments in our u3a. There is the opportunity for members to socialise over a cup of tea or coffee before the meeting starts.
We form interest groups where members learn about a subject from each other and engage in social activities together
We have a project team who work with Exeter University. The University provides lectures to us and we are invited to take part in research projects.
We produce a bi-monthly Newsletter which shows details of upcoming events, reports on recent group activities, communications from the Committee and contact details of the members who organise groups and activities.
We meet with other u3as in Devon to exchange news, ideas and experiences.

In planning all our activities, the Trustees keep in mind the Charity Commission’s guidance on public benefit.

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Chair’s Report

I am delighted to present this annual report for Exeter u3a. 2024/25 has been an exciting and busy year. The hard work by many of our members has resulted in a 2024/25 being hugely successful for Exeter u3a. Notably, it was our 30[th] Anniversary, reported in more detail below, and our membership and group activities have grown in number and range.

Committee Position

Our AGM for 2024 provided a workable committee with new members both elected and co-opted. However, we yet again could not fill all the committee places despite friendly cajoling and encouragement on several occasions. As volunteers it is important that we seek to establish a full committee in order to share the workload so no-one committee member is overloaded. We hope that our AGM for 2025 allows us to form a full committee.

As detailed in the first section of the Annual Report, Exeter U3A is run by the members for the members and relies on everyone putting in their share of the work to get their share of the benefits. Being a Committee Member is not only an essential and important role but can also be rewarding and enjoyable. With regular recruitment of new members who can learn from experienced members, they are much better placed to enjoy the experience as well as perhaps take over key roles. It is this succession arrangement that includes training of successors, that ensures the continued success of Exeter U3A for years to come.

Review of the Year

Our normal u3a activities continued throughout the year and are reported on in more detail elsewhere in this report.

Groups continued to meet and flourish with new groups starting up whilst others wound down – thanks to our Groups Coordinator, Annabel Nater , with support from Anne Barwell and all the Group Convenors.
Monthly Speaker Meetings were very successful - thanks to the Speaker Team who organised a great variety of interesting speakers. Thanks also to Anne Barwell’s team of Meeters & Greeters who made members feel welcome as well as fielding queries.
Our bi-monthly Newsletter was informative and entertaining – thanks to Editor - Trudi Learmouth, Features Writer – Paul Bristow and the many

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members who contributed information and articles. Trudi Learmouth is standing down as our Editor after a number of years of excellent service to the u3a. Trudi is being ably replaced by Virginia Rosenfeld. Both worked on the most recent issue and Trudi will be available to resolve any queries faced by Virginia.

Talks at Exeter University and involvement in research projects proliferated – thanks to the University Liaison Team. A number of our members have participated in various research projects. This not only helps the researchers and provides individuals with valuable personal feedback, but it allows the u3a to reciprocate the input provided to the u3a by a number of academic and university support staff.
Our social events continued to flourish during the year allowing members to get together in different areas of the city, in the evening and at weekends as well as during the week – thanks to Elizabeth Vousden – Drop in Drinks, Frances Berry – Poltimore Social Hub and Loran Waite – South Area Social Event.
Bi-monthly Convenors Café giving Group Convenors the opportunity to discuss problems with and learn from each other – thanks to Shivaun Gammie for hosting. A huge amount of work has been completed, by both Shivaun and Bob Cottis during the year to update and reformat the web pages for our groups. This has brought our web pages into line with branding requirements as well as ensuring that they are up to date and as informative as possible.
Committee Members dealt with all the administration necessary to keep our u3a running smoothly and worked on Policy Reviews including Equality, Diversity and Inclusion, Accessibility and Guidance on Speakers – thanks to Bill Cross for leading the policy review work and to all the other Committee Members working away in the background.

Particular highlights during the year:

As mentioned above, 2024 was our 30[th] Anniversary year. We arranged over a period of a couple of weeks, several events, some open to the public, both to celebrate and publicise Exeter u3a. This is the subject of a separate section so this may be fully recorded.
In December we once again held a lovely ‘Carolsing’ in place of our normal Monthly Meeting. The choir performed a number of songs and were joined by the audience in a number of festive carols. Members of the choir also presented a selection of readings – thanks to Julie Crichton-

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Smith and Lucina Swain for leading the music and to everyone else who took part in the singing or reading.

In January we held a Team Lunch at Exeter College for 50 members who supported Exeter U3A throughout the year to thank them for all their efforts – this included Committee Members, Group Convenors, Speaker Team Members, Meeters & Greeters, Social Event Organisers, those who were instrumental in making the arrangements for our 30[th] Anniversary celebrations and other named post holders.
In January we also held a very successful Groups Fair for members to come along and find out more about our groups and also introduce their friends to Exeter U3A. Many groups reported lots of new interest from existing members and we signed up quite a few new members as well – thanks to Annabel Nater, Anne Barwell and others for organising the event.

30[th] Anniversary Celebrations

2024 was the year of our 30[th] Celebrations. As I mentioned during the planning stage for event, achieving a 30[th] anniversary is a significant accomplishment and worthy of recognition. For this reason, the team identified to lead planning and operation of our celebrations, identified three major events:

An Open Day at St Stephens Church, in High St Exeter, and celebratory activities in the city for members, some of which were open to the public;
Celebratory Cream Tea for Members at the – Mercure Exeter Rougemont Hotel;
Social Evening at the Topsham Brewery at the Exeter Canal Basin.

The Open Day followed the same pattern as our usual event at St Stephens Church with the aim of sharing with the public, the activities of Exeter u3a. However, this was enhanced to make it a special day to reflect the celebratory nature of the occasion.

The Lord Lieutenant for Devon was

invited to formally open the event and to view our displays. We were delighted to hear that the Deputy Lieutenant Professor Vikram Devaraj was tasked by the Lord Lieutenant to attend in his stead.

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On the day Professor Devaraj spoke with all the convenors about their activities and displays, as well as with members of the committee and wider team of members who make the u3a such a success. Following Professor Devaraj’s visit to St Stephens he was programmed to visit Exeter Library to see language groups and the Circle Dance Group ‘in action’.

Professor Devaraj was very complimentary about the u3a’s activities and fully supported the view that the range of activities provided by the u3a was highly valuable to members in maintaining their physical and mental wellbeing. Upon arriving at the Circle Dance demonstration, he was quickly coerced into participating despite some reluctance and comment that he had ‘two left feet’, regardless, he acquitted himself well to the delight of his fellow dancers.

The Celebratory Cream tea at the Rougemont hotel, was attended by just

under 100 members who were excited to welcome the Right Worshipful the Lord Mayor of Exeter, Councillor Kevin Mitchell, who had accepted the invitation to be our guest of honour. Councillor Mitchell presented the u3a with a Celebratory Scroll, recording the 30[th] Anniversary, and greatly appreciated receiving the invitation to attend the event. A good hour was spent by the Lord Mayor

talking to members about their membership and activities within the u3a. He was delighted to hear the many positive stories of member experiences and was supportive of the u3a going forward. He advised that he would be advocating to people as he continued to perform his mayoral duties and later as Councillor, the benefits of joining the u3a.

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Recognising that some members would not be available to attend the Cream Tea, a social evening at the Topsham Brewery was arranged with a musical performer to provide live music. Approximately, 50 members attended this event and were very well entertained by Sam McCory.

3 0 [th] Anniversary Booklet

As part of recognizing Exeter u3a’s achievement of operating for 30 years, it was considered appropriate to record its history. Stephanie (Steph) Ward volunteered to research and produce a booklet. This has been completed and includes historical stories, photos, as well as personal accounts by a number of members.

A copy of the booklet has been uploaded to the website where it may be viewed or downloaded. A print run will be considered for those members who express an interest in retaining a paper copy of the booklet.

Our appreciation must go to Steph for the hard work in researching and compiling the document which very ably records the history to date of Exeter u3a.

Looking to the Future

It has to be said that we are settling back to our more routine and regular activities following the very busy schedule surrounding the 30[th] Anniversary. That is not to say that further ideas and proposals will not be identified and pursued. Our focus will continue to be on our Groups to ensure that these remain vibrant and reflect the wishes of members. This will inevitably entail some thought on developing convenors for additional groups but also to identify how the work of existing convenors may be streamlined.

We will repeat holding an Open Day to showcase the benefits of u3a membership to the wider public and ask members to encourage friends and neighbours to come along and find out more about us.

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Where opportunities are identified to develop or extend our relationships with other organisations, we will do so thereby further enhancing our member experience. This might include developing further our already highly valued and exciting relationship with Exeter University, and accessing expertise from other u3as.

With membership numbers higher than ever before we look forward to the next 30 years of success for Exeter u3a but we can only achieve this with the support and help of all members.

Terry Ancell chair@exeteru3a.org.uk

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Groups Coordinator’s Report

Seventy-seven groups now operate in Exeter U3A with new groups forming on a regular basis, and the u3a’s slogan of Learn Laugh Live forming the basis of the vast majority.

Groups’ news

Over the past year, new groups have started up and some ‘lapsed’ ones have been given a re-boot by a new convenor. Those who have put themselves forward to take the role of Convenor or Co-Convenor of different groups are very much appreciated as, without their initiative and willingness to do so, Exeter U3A would cease to grow.

Amongst the new groups that have been formed are Transport, Ukelele, Lower Intermediate Italian, Informal Drawing, Joy of Poetry, Joy of Performing and Mindfulness. Discussion Group 2 has become so popular that it might be split into 2 groups.

Groups which have a change in Convenor are Economics, Reading Group 7, Discussion Circle, History and one of the Italian Conversation Groups. You know who you are! Many, many thanks for stepping forward!

Convenors are encouraged never to turn new members away because their group is ‘full’ but either to keep a waiting list, start a new group, or pass the names of those wanting to join to the Groups’ Coordinator so they can take steps to start a new group.

The diverse nature of groups means that the amount of preparation for each meeting varies according to the activity and the way the Convenor and/or CoConvenor operates. For instance, Discussion Group 2 meets in the Snug at the Cosy Club. It’s called The Snug for a reason! When all group members attend there are 15 members seated around a table which ideally seats 10, the spontaneous nature of a discussion is blunted, and it becomes time to discuss forming another group. Philosophy, French, German, Italian and Reading are good examples of this. The administrative responsibilities of a convenor are minor and topics for discussion are created by group members themselves. As one convenor says – “The role of convenor is straightforward for anyone with a computer or tablet (iPad or similar). Running the meetings can simply be a process of keeping order so that everyone gets a chance to contribute, or any other way the group decides”.

So we have continued to encourage and support convenors to share the convenor’s tasks with a ‘co-convenor’ or more widely among their group

members. This should give members confidence to run the group themselves if the convenor is unable to do so, and hopefully give groups more flexibility and lessen the reliance on one person.

Social Groups: the three social groups have continued this year. ‘Drop in Drinks’ meets approximately every 4 weeks in the evening at a central Exeter hotel; the café at Poltimore House is the venue for a get-together on a Sunday afternoon once a month; and there is a coffee morning on the first Friday of each month at a comfortable venue in Topsham. These provide a variety of opportunities for members to gather at different times of day and in a variety of geographical areas in and around Exeter. Many thanks to those of you who organise these social events and make them so welcoming.

Groups’ Fair

Our annual Groups’ Fair was held in January at the Mint Methodist Church, Exeter, and was an enjoyable, busy morning with 29 groups taking part. At least 114 members attended plus 24 visitors who came to find out what our u3a is all about! There was considerable interest in the various groups, with many people signing up to join a group, and chatting with convenors and group members to find out more.

Convenors Café

These informal meetings have continued to be held 2-monthly at the Cosy Club. They provide a space for convenors to share any issues relating to their group, with support and help from other convenors. Notes are made of the subjects discussed which are then circulated to all convenors. This year there has been much discussion about forming new groups and encouraging people to take on the role of convenor, as covered earlier in this report.

Finally: Please remember, if you have questions, concerns, or ideas relating to our groups, you can contact Annabel Nater, Groups Coordinator (email on the website and in the Newsletter) who will, along with Anne Barwell, do all they can to help.

Annabel Nater and Anne Barwell

Newsletter report for Exeter u3a AGM – May 2025

Production and distribution

There were 6 newsletters produced in the year April 2024-25, averaging 17 pages in length, Electronic copies of the Newsletter are now emailed to registered members by Bill Cross, Exeter u3a Secretary.

Twenty printed copies of the Newsletter were produced for each issue and these are posted direct to members who need them by Bill Cross. We continue to use Stormpress for printing of the Newsletter.

Format

Forthcoming events open to all Exeter u3a members are at the front of the Newsletter, with Monthly Meetings on the front page.

Committee information and reports are followed by any regular open events advertised for all members, including University Liaison events.

The Groups section has always been a key feature of the Newsletter, giving an insight into what goes on in our different groups.

The Members’ Miscellany section (started in April 2020 as a response to the first lockdown) continues as an occasional feature, to allow members to contribute, on an ad hoc basis, something of interest to share with other u3a members.

Thanks

Thanks to Bill Cross for distribution of both electronic and paper copies. As always, without contributions from the Committee, Speaker Team, Groups Co-ordinator, University Liaison event arrangers and report writers, Group Convenors and individual members, there would be no Newsletter, so many thanks to the enthusiastic members who contribute this material.

Newsletter editorship – a change

Having been editor of the Newsletter since April/May 2013, I shall step down from this role at the end of March 2025, with the April-May 2025 issue being my final one. I have thoroughly enjoyed having this role and have really

appreciated the support of Exeter u3a’s enthusiastic members, with many lovely comments being received over the years. Virginia Rosenfeld has volunteered to take up the role now and will be the editor for the June-July 2025 issue. I wish her good luck as I leave the Newsletter safely in her confident and efficient hands, and I know members will give Virginia the warm and positive support they have given me as she takes on this new role.

Trudi Learmouth Newsletter Editor learmouthu3anews@gmail.com March 2025

New editor from march 2025 : VIRGINIA ROSENFELD newsletter@exeteru3a.org.uk

University Liaison Project 2024-5

Looking back at last year’s report on our activities, I realised that I was planning to leave our team (Trudi Learmouth, Dave Parsons). Clearly, I didn’t – there are far too many interesting and exciting events going on!

To explain for new members:

Two strands have always existed side by side in this project – students and academics talk to us about their research – and we, as u3a members and as individuals, volunteer to take part in a variety of research. Our aim has always been to encourage members to go to the various campuses to enjoy the intergenerational work that has been organised for them. There’s plenty of information on our pages on the website.

Research participation:

Quite a few of us have been at the St Luke’s campus to become involved with Zhuoxiu Jin and her research into the development of a new protein-rich food supplement. In the last year we’ve done a lot with Rob Meertens and his team on the use of AI in X-rays of our bones to detect osteoporosis. We’ve had our teeth examined for forensic archaeology and some of us are getting involved in a study on hot temperature impacts for adults aged 60+. It’s always good to know that we’re wanted!

Talks from academics:

We’ve had talks from Neil Harrison about the Care System; Laura Sangha about Wills; Susan Greaney about archaeological work at Killerton; Jess Tyrell on Big Data in Health Research; Harry West on Food Memories and Felicity Henderson on Robert Hooke.

We’ve got some good topics coming up too - Clare Dowdall on Digital Aids in Children’s Creative Writing; Alistair Monteyne on Nutritional Physiology and Vikram Deveraj is going to talk to us about working as a surgeon in low-and middle-income countries. Rebecca Probert from the Law School has spoken to us before – this time she’s going to talk about Bigamy.

We’ve also had some sessions of The Conversation Cafe organised by Jo Hughes in the INTO centre. It brings together students for whom English is a second language with u3a members. The students learn about English culture and language and we learn about theirs.

At the time of writing, we’ve just had a visit to Engineering and the Living Systems Institute, guided by Steve Spaull, one of the universities technical support managers. It’s fascinating to find out what research goes on in those mysterious buildings as members pass by on their way to the Northcott Theatre! As there was a large number of members very interested in the visit, we were lucky enough to have the visit repeated for a second group in the afternoon.

So, I hope this shows that we’re still going strong - in fact we’re very busy. Thank goodness we still have our superb administrator, Helen Cleasby.

Carol McCullough

Membership Secretary’s Report

The year to 31 March 2025 has, from a membership perspective, been a period of consolidation:

At 01/04/24 our numbers were 747 including 19 Associates.
At 01/04/25 there were 739 members, including 19 Associates.

At the time of writing this report, 41 members have advised that they will not seek to renew their membership with a further 78 yet to take action to confirm their intent to renew or to resign. Whilst it is anticipated that a number of people will renew their membership in April 2025 the total number of members who will have resigned or their membership lapsed is likely to be commensurate with previous years.

The main reasons given for resignation include:

Various other commitments and lack of use of u3a activities
Transport Issues.
Moved away or joined another u3a closer to home.
Health and Ageing Issues.

Despite some members not renewing their membership, Exeter u3a continues to attract new members. The data for the first three months of 2025 shows a total of 81 people have sought information about joining the u3a. Of these, 52 have completed the process of joining Exeter u3a, a conversion rate of 64%.

Exeter u3a commenced collecting data on how new members learned about the u3a, this is represented by the table shown below. Those members who did not advise how they became aware of the u3a, predominantly relate to the initial period of data collection. Nonetheless, this is useful information for your Committee to review at its regular meetings and will be a source of information on the effectiveness of recruiting activities undertaken in the future.

How new members learned of the u3a:

Friends	38.1%
Did not advise	11.9%
Word of Mouth	11.3%
Another U3A	11.3%
Previouslya member	7.9%
Web Site	5.8%
Spouse	2.4%
Other People	1.8%
The Mint	0.9%
Respect	0.6%
Age Concern	0.3%
Abroad	0.3%

Source: New Member application forms and direct contact.

Finally, having completed my first formal year as your Membership Secretary, I’m pleased to say that I am happy to continue in the role.

Ian Murray

Treasurer’s Report

Our income and expenditure for the year under review and the closing position at 31 March 2025 are set out in our accounts which follow this report, along with comparative figures for the previous year.

Historically, our policy has been to hold reserves at the end of the year approximately equal to one year’s normal expenditure. As the bulk of our membership income is received in advance but our expenses are spread over the course of the year this enables us to be sure we can pay our bills as they fall due, and this we continue to do. Our expenditure for last year, excluding 30th anniversary costs, was around £21,000 and we had £20508.34 at 31st March 2025.

Our costs, particularly room hire which is our major expense, are always increasing, often part way through the year after membership fees have been collected. Thus, we decided to increase the renewal fee for returning members paying before 31st March 2025 to £20, still a significant discount on the full rate of £25 (which sharp-eyed members reading the history of our u3a may notice was the rate before covid) and a full rate for associate members of £21.

We also ask members to contribute PFV fees for every group meeting they attend at a Paid For Venue (PFV). The Committee have looked closely at the room hire costs and the PFV fees collected towards them. Historically, these fees have never covered the hire costs, and there remains no expectation that every group should ‘break even’. There is a strong desire to support groups, particularly those which are new or need specialised venues. However, we are also mindful that the rate of subsidy should not be too high for any individual group. In November, we made the decision to increase the PFV for Pickleball to £3.50 which has reduced the level of subsidy for a popular group meeting frequently in a specialised venue to a more equitable level. This enables us to continue subsidising small groups with more niche interests who meet less frequently, as we felt that the breadth of groups on offer is a key characteristic of a thriving u3a. The PFV rate for all other groups continues at £1.50.

On a personal note, I am particularly grateful to members who are able to pay these often quite small amounts online which is costless and easy for both the payer and myself to process. Over two thirds of members pay within the first week which definitely makes my job easier! Of course, I understand that not everyone has online banking and am happy to continue taking cash and cheques.

Our 30th Anniversary events were enjoyed by many of our members and undoubtedly had a positive effect on our new membership numbers, and remained well within the £3,000 budget set this time last year.

As a flourishing u3a with our numbers of both members and groups increasing, the reserves of £20508.34 we have at the year-end gives us a firm financial foundation for the year ahead

Rosie Hydar

Trustees

The Trustees form the Executive Committee and are all Exeter U3A members who are usually elected or re-elected annually by the membership at the AGM for a term of one year. Trustees may be co-opted by the executive committee during the year to fill casual vacancies on the committee until the next AGM. Trustees who acted during the year 1 April 2024 to 31 March 2025 and up to the date of the approval of this report are shown below (with starting and finishing dates if they did not act for the whole period).

Trustees Name	Office (if any)	Dates Acted (if not for the wholeperiod)
Terry Ancell	Chair Committee member	From 22/5/24 To 22/5/24
Virginia Rosenfeld	Vice-Chair Committee Member	From 22/5/25 From3/6/24 to 22/5/25
Bill Cross	Secretary	To 23/5/25
Julie Crichton-Smith	Vice Chair	To 23/5/24
Rosie Hydar	Treasurer Committee member	From 22/5/24 From 08/1/24 to 22/5/24
Stephanie Ward	Treasurer	To 23/5/24
Ann Harper	Secretary Committee member	From 22/5/25 To22/5/25
Annabel Nater	Committee member
Anne Barwell	Committee member
Ian Murray	Committee member
MJ Morgan	Committee member
Mark Hall	Committee member	From 1/7/24
Harriet Rutherford Smith	Committee member	From 6/1/25
Elaine Thornton	Committee member	From 22/5/25
Sue Spence	Committee member	From 2/6/25
Rita Watson	Committee member	From 23/5/24 to 8/11/24
Sheila Merrett	Committee member	From 3/6/24 to 7/6/24
Jane Wallien	Committee member	From 23/5/24 to 3/6/24
Dave Parsons	Committee member	To 23/5/24
Stave Fabian	Committee member	To 23/5/24

Charity's principal address 48 Prospect Park, Exeter. EX4 6NA Website https'.Ilexeter.u3asite.uklcontacV The Trustees declare that they have approved the Trustees Report above Signed on behalf of the Trustees on the ISU )a 201£ by: Terry Ancell-chair Ann Harper- Secretary 19

Exeter U3A – Receipts and Payments Accounts 1 April 2024 – 31 March 2025

Receipts and Payments	1 April 2024 to	1 April 2023 to
	31 March 2025	31 March 2024
Receipts	£	£
Income
Membership Fees	15,742	11,410
PFV Fees	6,541	4,714
30th Anniversary Tickets	1,283	0
Donations	149	2
Gif Aid Received	1,741	1,382
Gardening Group	166	90
Grants Received	0	150
Tea & Coffee (Open Day)	133	0
Other Income (Area Quiz)	92	0
Total Income	25,757	17,748
Payments
General Room Hire	1,745	1,422
Groups Room Hire	11,286	9,529
u3a National Membership	2,772	2,504
Third Age Matters Mailing	2,003	1,797
Beacon Database Licence	720	662
Speaker Fees	945	679
Administration Costs	285	612
Printing	412	255
Net (refunds)/Overpayments	109	(11)
Convenors’ Lunch	690	735
30th Anniversary Expenses	1,880	560
Other Expenses	0	402
Total Payments	22,847	19,146
Net(Payments)/Receipts	2,910	(1,398)
Unrestricted cash funds
Brought/carried forward	17,598	18,996
Unrestricted cash funds
Bank Current Account	20,508	17,598

Assets and Liabilities At 31 March 2025 At 31 March 2024 Other monetary assets GiftAid outstanding to claim Paid for Venue Fees receivable Hire Fees paid in advance 30th Anniversary paid in advance 2,401 2,137 184 1,738 1,911 518 560 Liabilities Membership received in advance Overpayments to be refunded Room Hire fees outstanding 13,503 10 1,308 9,308 11 1,080 In addition to the monetary assets listed above Exeter U3A own a PC Projector and a display board which are several years old and have no significant monetary value. During 2021122 we purchased a flag banner for use at our Groups Fair and Monthly Meetings. The total cost of £225 was included in the Administration Costs in that year. During 2022123 members of the History on the Move group funded the purchase of a Bluetooth Voice Amplifier with Microphone at a cost of £36.54. During 2023124 we spent £89.15 on 30 perspex sign holders, which is included in Administration Costs, and £232.42 on a painting and materials to build an easel, which is included in Other Expenses. These items are for use at our Groups Fairs and Open Days. The Trustees declare that they have approved the Receipts and Payments Accounts above. Signed on behalf of the Trustees on Rosie Hydar- Treasurer Terry Ancell -chair 21

Independent Examiner's Report to the Trustees of Exeter U3A I report to the trustees on my examination of the accounts of Exeter U3A (the Trust) for the year ended 31 March 2025 set out on pages 20 & 21. Responsibilities and basis of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect.. 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Stephanie Ward Address: 19 Weirside Place, Old Mill Close, Exeter, EX2 4BW Date.. L2 22

2025-03-31-accounts