## **Trustees’ Annual Report for the period** **From 1st February 2025 To 31st December 2025** ## **Charity name: Stafford u3a** ## **Charity registration number: 1120043** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The advancement of education and, in**
**particular, the education of older people**
**and those who are retired from full time**
**work, by all means, including associated**
**activities conducive to learning and**
**personal development.**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**The activities are organised in specific**
**interest groups, each led by a Group**
**Leader. Activities are many and varied**
**comprising discussion groups, craft**
**groups, physical activity groups,**
**creativity groups and cultural activity**
**groups.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
|Para 1.18|**The trustees comprise the committee**
**which meets to ensure effective**
**management and governance of the**
**charity with regard to CC guidance on**
**public benefit.**| |~~benefit~~||| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**The charity has enabled elderly and**
**retired members to take part in activities**
**such as: discussion groups, craft**
**groups, physical activity groups,**
**creativity groups, cultural activity**
**groups, day trips, theatre visits,**
**hosteling, walking , cycling and monthly**
**meetings with topical speakers and**
**interactive discussion which they would**
**otherwise not be able to take part. In**
**many cases it has enhanced their**
**knowledge and mobility.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| Other ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The charity’s financial position is set out**
**in the financial statement (submitted and**
**uploaded as part of the annual report.)**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The charity aims to hold a reserve which**
**would allow it to run for 4 months as a**
**sinking fund.**| |Amount of reserves held|Para 1.22|**£11,776 as on 31st December 2025**| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s

||| |---|---|---| |~~t~~
~~t~~
Type of governing document
(trust deed, royal charter)|Para 1.25|**Registered charity governed by**
**Constitution agreed at AGM.**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Unincorporated association.**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
|Para 1.25|**As defined by constitution.**| |~~trustees~~||| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|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||| ## **Reference and Administrative details** |Charity name|Stafford University of the Third Age.| |---|---| |Other name the charity uses|Stafford u3a.| |Registered charity number|1120043| |Charity’s principal address|6, St. John’s Road,
Stafford.
ST17 9 AS.| ||| ## **Names of the charity trustees who manage the charity** ||**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
| |---|---|---|---|---| |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|Helen Hood|Chair||~~**(if any)**~~
AGM| ||Geoffrey
~~Dll~~|Treasuser||AGM| ||~~owza~~
Henryk
~~Silki~~|Secretary||AGM| ||~~maows~~
June Williams|Vice-Chair and
Recruitment
and Retention||AGM| ||David John
Benge|Membership
Secretary||AGM| ||Audrey Bright|Visits Treasurer||AGM| ||Raymond
~~Bil~~|Newsletter
~~Edit~~||AGM| ||~~raze~~
Linda Sparkes|~~or~~
WEB site
Administrator||AGM| ||Alan Cowey|||AGM| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| Corporate trustees – names of the directors at the date the report was approved ## **Director name** Name of trustees holding title to property belonging to the charity Trustee name Dates acted rf not for whole year **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional** ~~**information)**~~ ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** Declaratlong Sign¢d on b•h¥lol sign￿1*15) S•¢rnlary. ChaiT. et¢) i. Independent examinerfs report on the accounts Sectlon A Indeyndèni Examiner's Report R•port to the Iru•t•ul STAFFORD U3A On accounts for th• ymr 31-12.25 Charlty no (11 •ny> 112CK)43 S•t out on pag•• Intht••s and •umin•r B•gig of indepond•nt lfy ¥A% carri&l ¥Jth 9￿1 by Ihv Cknty •xamin•rfs siatement al1P￿ I¢￿￿111￿a rec(Yth keix ty tr* ch¥iy •xamin•rf• stat•m•nt S*n•d: Dat•: Robert H A Relevant prof•sslonal ' ACWA {1986) qu•lrfb¢•lion(s) OT body Al8 (1967) (If any): AddrM•: Stafford ST17 ODQ IER IAarch 2012