|NAMES OFTHETRUSTEESFORTHE CHARITY, IFANY {FOREXAMPLE —ANY CUSTODIAN TRUSTEES)|NAMES OFTHETRUSTEESFORTHE CHARITY, IFANY {FOREXAMPLE —ANY CUSTODIAN TRUSTEES)|NAMES OFTHETRUSTEESFORTHE CHARITY, IFANY {FOREXAMPLE —ANY CUSTODIAN TRUSTEES)|NAMES OFTHETRUSTEESFORTHE CHARITY, IFANY {FOREXAMPLE —ANY CUSTODIAN TRUSTEES)|NAMES OFTHETRUSTEESFORTHE CHARITY, IFANY {FOREXAMPLE —ANY CUSTODIAN TRUSTEES)|NAMES OFTHETRUSTEESFORTHE CHARITY, IFANY {FOREXAMPLE —ANY CUSTODIAN TRUSTEES)||| |---|---|---|---|---|---|---|---| |NAME|DATES|ACTED IFNOT FOR|THE VfHOLE YEAR||||| |NONE|||||||| |NAMES AND ADDRESSES OFADVISORS {OPTIONAL INFORMATION)|||||||| |TYPEOFADVISOR|||||||| |NAME OF CHIEF EXEITIVEOR|NAMES OF SENIOR STAFF||MEMBERS (OPTIONAl INFORMATION)||||| |~
~|~|~
J|||||| |DESCRIPTION OF CHARITY'S TRUSTS|||||||| |Type ofGoverning
Document||Constitution
adopted 19September 2006|||||| |(e.g.Trust Deed, Constitution)|||||||| |How the Charity is constituted||Association consisting of530members|||asat31.03.2022||| |(e.g.Trust, Association,
Company|||||||| |Trustee selection methods||Trustees are appointed to||afixed term|ofthree years ofoffice at|the|| |(e.g.appointed
by, elected by)||Annual General Meeting.|||||| |ADDITIONAl GOVERNANCE ISSUES{OPTIONAL INFORMATION)|||||||| |You may choose to include||The Maghull
and|Lydiate|University|of the Third
Age is part|of|the| |additional
information,
where||national
U3A movement,||and isthus affiliated to and supported||by|The| |relevant, about:||Third Age Trust.|||||| |e
policies and procedures
adopted
forthe induction
and training of
trustees;||All Trustees give their time voluntary
other benefits.|||and received no remuneration||or| |~ the charity's organisational|||||||| |structure
and any wider network|||||||| |with which the charity works;|||||||| |~
relationship
with any related|||||||| |parties;|||||||| |e trustees' consideration
ofmajor|||||||| |risks and the system and|||||||| |procedures to manage them.|||||||| |Summary
of the
objects
of the
charity
set
out
in
its
governing
document|The charitable
purpose
is to advance
education,
and in particular
the
education ofpeople not in full time gainful employment
who are intheir
Third Age (being the period oftime after the first childhood dependence
and
the
second
age
of
full
time
employment
and/or
parental| |---|---| ||responsibility)
residing
in Maghull
and
Lydiate
and their surrounding| ||locality.| |Summary
of the
main
activities
undertaken
forthe public benefit in
relation
to these
objects
(include
within
this
section
the
statutory|The Association
continues
to strive to promote
the value of lifelong
learning.
In particular,
itseeks to achieve its objective by facilitating the
operations
of a number
of self-help
activity
groups
which
meet to
encourage and develop amongst their members, awide and varied range| |declaration
that trustees
have had|ofboth knowledge
and skills.| |regard tothe guidance issued bythe
Charity
Commission
on
public
benefit)|The Association
believes that the stimulation
that is provided
through
learning helps to foster the general wellbeing ofits members.| ||ln supervising
the
management
of the Trust
and
its activities,
the
trustees
remain
mindful
of the guidance
that is given
by the Charity| ||Commission
with regard to public benefit.| |ADDITIONAL DETAILS OF OBIECIIVES|AND ACAVITIES (OPTIONAL INFORMATION)| |You may choose to include further
statements,
where relevant, about:
~
policy on grantmaking;|Key to the success ofthe work ofthe Association
is the willingness
of
members
to come forward
and to lead
and develop
the
individual
activity
groups.
The
Association
is wholly
dependent
upon
these
volunteers
ifit isto continue to achieve its purpose. Mindful ofthis, the| |~
policy programme
related|trustees remain indebted to group leaders forthe selflessness
shown
in| |investment;|undertaking
their roles.| |~
contribution
made by|| |volunteers.|| |~|~|||~
~
~
~ ~| |---|---|---|---|---| |Summary|ofthe main achievements|||Continuing
in its primary
objective of promoting
the value of lifelong| |ofthe charity during the year||||learning, the Association
had 530members
as at 31March 2022.
The| |||||membership
renewals
for April 2020 —March 2021 was 959.
It will| |||||always
be a disappointment
that
some
members
may
choose to| |||||relinquish
their membership.
We will also have lost some members| |||||through
life changes.| |||||The AGM planned for4May 2021following the previous years cancelled| |||||AGM due to COVID was carried out via ZOOM with only 24 members| |||||attending.| |||||Our Treasurer
resigned
in December 2020 and we are actively trying to| |||||recruit to this role.| |||||We updated our Charitable
Purposes to bring them in line with Third Age| |||||Trust/Charity
Cornrnission
recommendations.
These amendments
were| |||||approved atthe AGM on4May 2021| |||||Committee
approved
the use of Online meeting
during the pandemic.| |||||The provision to use Online and Hybrid meetings was also incorporated| |||||into the Constitution
atthe AGM in May 2021| |||||The Coffee Morning re-started
in September 2021.
A lot ofgroups had| |||||closed or paused following COYID. At present we have approximately
40| |||||groups operating.
We hope to continue to re-open previously
closed or| |||||paused groups in the future.| |Brief statement||of the|chanty's|The Trustees believe that it is appropriate
that ageneral reserve should| |policy on|reserves|||be maintained
that isthe equivalent ofthe costsofmanaging the running| |||||ofthe Association for a period ofanything
between 12months and two| |||||years.
However,
following
guidance
from The Third Age Trust, no U3A| |||||was to carry reserves ofmore than 6months'
running costs. Our funds| |||||have now fallen tothe reserves set by The Third Age Trust and from the| |||||beginning
ofthe next financial year 2022-23 our membership
fees will
change tof15per year.| |||||Our year end balance at31March 2022 isf32,587| |||||TheTrustees monitor continually the reserve funds ofall ofthe individual| |||||groups to ensure that no excess beyond
their demonstrable
need
is| |||||being created, and that deficits do not arise.| |D|~HA+Ty mitfiiifii~~ioN
FOR ENGLAND
AND WALES|~HA+Ty mitfiiifii~~ioN
FOR ENGLAND
AND WALES|~HA+Ty mitfiiifii~~ioN
FOR ENGLAND
AND WALES|~HA+Ty mitfiiifii~~ioN
FOR ENGLAND
AND WALES|~HA+Ty mitfiiifii~~ioN
FOR ENGLAND
AND WALES|~HA+Ty mitfiiifii~~ioN
FOR ENGLAND
AND WALES|~HA+Ty mitfiiifii~~ioN
FOR ENGLAND
AND WALES|Maghull &Lydiate
Recei|Maghull &Lydiate
Recei|University ofThe Third Age
1116576
ts and pa ments accounts|University ofThe Third Age
1116576
ts and pa ments accounts|University ofThe Third Age
1116576
ts and pa ments accounts|University ofThe Third Age
1116576
ts and pa ments accounts|CC16a| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||||||For|the period
from|1stA rii2021||To|31st March 2022|| |||'||||||||||||| |~||||-|-|~|.|e e.||||||| |||||||||Unrestricted
funds||Restricted
funds|Endowment
funds||Total funds|Last year| |||||||||to the|nearest
f|to the nearest 6|to the|nearest 6|to the nearest 6|to the nearest 6| |A1 Recei|ts|||||||||||||| |Membership|subscri|||tions|||||9,354||||9,354|3,981| |Gift Aid receiots|||||||||520||||520|| |Grou
activities|||||||||28,269||||28,269|1,191| |Coffee mornings||||||||||||||| |Other||||||||||||||| |u|o|||ross|fncome||or|||||||| ||||||||AR)||38,167||||38,167|| |sse|an||tnves|||en sa|es,|||||||| |see table .||||||||||||||| |||||Total receipts|||||, 6||||38,167|| |A3 Pa|ents|||||||||||||| |Capitation
Levy|||||||||2,920||||2,920|3,357| |Group activities|||||||||28,270||||28,270|4,155| |Grou
su|rt||||||||46|||||| |Room hire|||||||||636||||636|| |Administration
costs|||||||||2,053||||2,053|| |National
magazine||||||||||||||1,926| |Other|||||||||200|||||| |||||||Sub total|||34,125||||34,125|10,026| |A4 Asset|and||investment|||||||||||| |||||||Sub total||||||||| |||||Total payments|||||34,125||||34,125|10,026| |Net ofreceiptsl(payments)|||||||||4,042||||4,042|4,197| |A5Transfers|||between|||funds||||||||| |A6 Cash|funds|||last year end||||||||||| |Cash funds this year|||||||end||32,587||||32,587|| ## ##