|
@}| CHARITY COMMISSION FOR ENGLAND AND WALES
Trustees’ Annual Report for the period From 01/09/2023 Period start date To 31/08/24 Period end date
Charity name: Biddulph u3a
Charity registration number: 1121494
Objectives and Activities
| Objectives andand Activities | Objectives andand Activities | |
|---|---|---|
| eee wwe Summaryofthepurposesof |
Para 1.17 the charityas setout in its |
|
| governing document | and thosewho are retired from full time | |
| workby all means, including associated | ||
| activities conducive toleaming and | ||
| personal development. | ||
| Summaryofthemain activities in relation tothose |
~1.17and ~ |
|
| purposesforthe public | opportunitiesto maintain and improve | |
| benefit, in particular, the | physical and mental health andwellbeing. | |
| activities, projects or | Activities include Art, Computing, Craft, | |
| services identified inthe accounts. |
Dance, Fitness, Games, Language, Music and Sport. |
|
| Statementconfirming | Para 1.18 | TheTrustees confirm thattheyhave regard |
| whetherthetrustees have | fortheguidanceon public benefit published | |
| had regard tothe guidance | bythe Charity Commission. | |
| issued by the Charity | ||
| Commission on public | ||
| benefit |
| Additional information (optional) | ||
|---|---|---|
| You may choose to include further statementswhere relevant about: Pe NS a,I |
||
| Para 1.38 | ||
| Policy on grant making | ||
| Policyon social investment | para 1.38 including program related |
|
| investment | ||
| Contribution made by Para 1.38 |
Ourvolunteers givetheirtime freelyand | |
| volunteers | are keytoourachieving thepurposeofour | |
| u3a. |
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‘
Achievements and Performance
|
| a | ||
|---|---|---|
| Summary ofthemain achievements ofthe charity, identifying the difference the |
Dern 126 : |
Ourgroups helpto build and strengthen friendships, provide furthereducation, give support to fellow members andthe diverse |
| charity’sworkhas madeto | mental and physical activities helpto | |
| thecircumstances of its beneficiariesand anywider benefits to society as a |
maintain a healthy lifestyle and improvethe wellbeing ofourmembers. |
|
| whole. | RegularGroupLeadermeetings hasmade | |
| sure that leaders are ableto have a greater | ||
| input intothe committees management of | ||
| ouru3a. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against | Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising activitiesagainstobjectives |
Para 1.41 |
| set | |
| Investment performance | Para 1.41 |
| againstobjectives |
|
| | | | | | | | | | | | |
Financial Review
| Reviewofthe charity's | The charity’s financial continuestoimprove |
|---|---|
| financial position attheend | yearon yearaswe slowly recoverfromthe |
| ofthe period | effects ofCovid. |
| Statement explaining the | Reserves are held in an interest-bearing |
| policy forholding reserves bankaccount ata level tocover statingwhythey are held expenditure should thefunding income become significantly reduced and are held at a level to cover18 months expenditure. [Amountofreservesheld [Peat [es alam a SSE NES reserves |
|
| Explanation ofany Para 1.23 |
|
| uncertainties about the | |
| charity continuing asa going concern |
Additional information (optional) You may choose to include further statements where relevant about: The charity’s principal Annual Membership Fee and Weekly sources of funds (including | Para 1.47 Session Fees any fundraising) Investment policy and objectives including any Fara lAs social investment policy adopted A description of the principal | Para 1.46 risks facing the charity aanei “ee: SOR OR eS
)
Structure, Governance and Management
||r
llNE
trusts:
(trust deed, royal charter)||r
llNE
trusts:
(trust deed, royal charter)|NESE|SE|
|---|---|---|---|
|How isthe charity
constituted?||Para 1.25|Unincorporated members association|
|(e.g unincorporated||||
|association, C!O)||||
|Trusteeselectionmethods_|||Para1.25|Theconstitutioncallsfor
acommitteeof|
|including detailsofany
constitutional provisions e.g.
election topostornameof
any person orbodyentitled
toappointoneormore
trustees|||eight peopleand areelected bythe
membership attheAGM.Thecommittee
may fillany vacancy arisingamongstthe
Officers untilthefollowingAnnual General
Meeting. Any such appointeemustbea
memberofTheU3A.A person so|
||||appointed, who shall have full voting rights,|
||||may stand forappointment to a first full|
||||term atthat meeting. The committee meets|
||||on a monthly basistoagreeany major|
||||decisions.|
| Additional information (optional) | Additional information (optional) |
|---|---|
| You may choose to includefurther statementswhere relevant about: | |
| Policiesand procedures | |
| adopted forthe induction and training oftrustees |
Para 1.51 |
| The charity’s organisational | |
| structure andanywider | |
| networkwith which the | Para 1.51 |
| charityworks | |
| Relationship withany related | |
| parties | Para1.51 |
Reference and Administrative details
||Othernamethechartyuses
[|
C“‘(CSCCOC##C#C‘C||Othernamethechartyuses
[|
C“‘(CSCCOC##C#C‘C|
|---|---|
|Charity’s principal address|Lund House|
||Lawton Street|
||Biddulph|
||ST8 6EX|
|rr
eeeere||
Names of the charity trustees who manage the charity
1 [Janet Stinger [Cher[«Member] st GM 2s[DieneeeCoordinator ee | 4[HelenPemberon Kemp [ Secciay Marbers at AGM 5 [Tressuer [|Members atAGM [TrevorHencock [Finance Ofcer [MembersatAGM Secretary | ia =P ll Officer bce Eads Cee elaine g|StevePowney [Register Auditor | | MembersatAGM ee aS eS ae (Ea |e“ ea eh: EE REC Tee. ee | 6 MGR | SS RSS) A Ae ert Ns CR a ae Pe (ao TP I Moe A Maes et Oo A a A Pah Cf aT (2 (A DS ee i ay er ieee Pee Be | OF [rey oes ER RS A I gs PS EO I PR a i (TP he a Oea ee 20) ee eh ae a A pe| Corporate trustees — names of the directors at the date the report was approved Daectornimiiso Si cl wl aa: Ee | ass od Sas AI a eee LO we eens atch eeu ‘| (a CL a ee rr al Fa a Ci eee i CMe Lc SIE ce eee OC pee ae eenSe, tine ete eele 2 eh My Name of trustees holding title to property belonging to the charity Ee 5 |ee Deggaeiy ee I A fl et ag nd t a e eea lb avee EE tsa ca edhe | SSa eea LL"a ee Funds held as custodian trustees on behalf of others
| |
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|---|---|---|---|---|---|
|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|
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Additional information (optional)
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|---|---|---|---|---|
|Names and|addresses|of advisers|(Optional|information)|
|Type|of|Name|Address|
|adviser|
|Name of chief executive|or names of senior staff members|(Optional|information)|
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Exemptions from disclosure
Reason for non-disclosure of ke rsonnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s)| Janet Shingler William Alec Hancock Position (eg Secretary, |Chair Vice Chair/Group Coordinator Chair, etc) Date !o4h June 2025
Independent examiner's CHARITY COMMISSION FOR ENGLAND AND WALES report on the accounts
Independent Examiner's Report
Section A
members of Bre On accounts for the year ended ' 131 AUGUST 2024 ------------' I -- ~~-~~ ~~_~~ 1[1121494] ~~--~~ ---___J Set out on pages 1 a aaeeanE above charity (''the Trust") for the year ended 31 / I report to the trustees on my examination of the accounts of the 08 / 2024. 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. . ,,r,tv Now,,o Report to the trustees/ I
- I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
Independent examiner's statement
-
accounting records were not kept in accordance with section 130 of
-
• the Act or
-
the accounts do not accord with the accounting records
with the I have no concerns and have come across no other matters in connection examination drawn in order to a enable to which attention should be f the accounts to be reached.
Signed: ~~ee~~ Date: I 19/05/2025 Name: ~~[sete ne ee~~
Relevant professional qualification(s) or body (if any): L,_ ______ __,
Address: 25A Daisybank Drive Congleton Cheshire CW12 1 LX
1
October 2018
IER
1 5 2, aN
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose.
IER
2
October 2018
llddulpl, U3a 5111taMntof-.nll:all- Prlntftl 20ltJ nuary 202516:43
| Stort ymr | 2023 | 2022 | |||||
|---|---|---|---|---|---|---|---|
| cat,gory | rn | Out | In | OUt | |||
| Account Transfen | £15,800.00 | £15,800.00 | |||||
| Affl latton FMs | £2,360.00 | £2,315.00 | |||||
| Amazon | £ 38.68 | ||||||
| Bank lnt«et rwc'd | £ 600.42 | £338.60 | |||||
| Capteal Expendture | £19.99 | £509.98 | |||||
| ci.1nln1 and Malntalnance | £ 420.00 | £2,908.84 | £1,911.49 | ||||
| Consumables | £ 679.76 | £ 223.14 | |||||
| Donottons | £ 450.15 | £254.15 | £22730 | £5.00 | |||
| EIKtrldty | £1,196.11 | £1,232.26 | |||||
| Gas | £ 2,734A9 | £2,146.55 | |||||
| GlftAld | £1,035.51 | £1,316.91 | |||||
| Grants | £ 350.00 | ||||||
| Health And Safely | £4.99 | ||||||
| I.T. Expenses | £158.17 | £99.68 | |||||
| Insurance | £1,051.93 | £871.40 | |||||
| Lund House | £45,99 | £3,715.00 | |||||
| Masarlne Subscriptions | £81.45 | £ 147.93 | |||||
| M«nbershlp | £ 7,'¥1700 | £ 15.00 | £7,125.00 | £ 30.00 | |||
| PhotocoP'flns / stattonery | £ 713.57 | £543.19 | |||||
| Prize Draw | £1,280.00 | £868,00 | |||||
| Promottons/ Adverttslns | £436.00 | £ 19,00 | |||||
| Rent | £21,035.94 | £ :U,068.21 | |||||
| Repairs and Renewals | £3,794.74 | £ 153.00 | |||||
| Subs | £36,537.50 | £34,985.00 | £6.00 | ||||
| sundrtes | £ 653.08 | £1,004.50 | |||||
| Telephone | £434.70 | £270.16 | |||||
| Sub-totals | £63,866.58 | £54,900.60 | £44,381.49 | £36,966.26 | |||
| Brought forward | £75,216.11 | £67,800.81 | |||||
| Total | £14,112.09 | £75,216.11 | |||||
| Balances,- | |||||||
| Current | £25,620.73 | £32,211.U | |||||
| Petty Cash | £50.46 | £ 24.51 | |||||
| Reserv Account | £58,510.90 | £42,910.48 | |||||
| Social Account | £0.00 | £0.00 | |||||
| Total | £14,112.09 | £75,216.11 |
Independent examiner's CHARITY COMMISSION FOR ENGLAND AND WALES report on the accounts
Independent Examiner's Report
Section A
members of Bre On accounts for the year ended ' 131 AUGUST 2024 ------------' I -- ~~-~~ ~~_~~ 1[1121494] ~~--~~ ---___J Set out on pages 1 a aaeeanE above charity (''the Trust") for the year ended 31 / I report to the trustees on my examination of the accounts of the 08 / 2024. 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. . ,,r,tv Now,,o Report to the trustees/ I
- I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
Independent examiner's statement
-
accounting records were not kept in accordance with section 130 of
-
• the Act or
-
the accounts do not accord with the accounting records
with the I have no concerns and have come across no other matters in connection examination drawn in order to a enable to which attention should be f the accounts to be reached.
Signed: ~~ee~~ Date: I 19/05/2025 Name: ~~[sete ne ee~~
Relevant professional qualification(s) or body (if any): L,_ ______ __,
Address: 25A Daisybank Drive Congleton Cheshire CW12 1 LX
1
October 2018
IER
1 5 2, aN
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose.
IER
2
October 2018
llddulpl, U3a 5111taMntof-.nll:all- Prlntftl 20ltJ nuary 202516:43
| Stort ymr | 2023 | 2022 | |||||
|---|---|---|---|---|---|---|---|
| cat,gory | rn | Out | In | OUt | |||
| Account Transfen | £15,800.00 | £15,800.00 | |||||
| Affl latton FMs | £2,360.00 | £2,315.00 | |||||
| Amazon | £ 38.68 | ||||||
| Bank lnt«et rwc'd | £ 600.42 | £338.60 | |||||
| Capteal Expendture | £19.99 | £509.98 | |||||
| ci.1nln1 and Malntalnance | £ 420.00 | £2,908.84 | £1,911.49 | ||||
| Consumables | £ 679.76 | £ 223.14 | |||||
| Donottons | £ 450.15 | £254.15 | £22730 | £5.00 | |||
| EIKtrldty | £1,196.11 | £1,232.26 | |||||
| Gas | £ 2,734A9 | £2,146.55 | |||||
| GlftAld | £1,035.51 | £1,316.91 | |||||
| Grants | £ 350.00 | ||||||
| Health And Safely | £4.99 | ||||||
| I.T. Expenses | £158.17 | £99.68 | |||||
| Insurance | £1,051.93 | £871.40 | |||||
| Lund House | £45,99 | £3,715.00 | |||||
| Masarlne Subscriptions | £81.45 | £ 147.93 | |||||
| M«nbershlp | £ 7,'¥1700 | £ 15.00 | £7,125.00 | £ 30.00 | |||
| PhotocoP'flns / stattonery | £ 713.57 | £543.19 | |||||
| Prize Draw | £1,280.00 | £868,00 | |||||
| Promottons/ Adverttslns | £436.00 | £ 19,00 | |||||
| Rent | £21,035.94 | £ :U,068.21 | |||||
| Repairs and Renewals | £3,794.74 | £ 153.00 | |||||
| Subs | £36,537.50 | £34,985.00 | £6.00 | ||||
| sundrtes | £ 653.08 | £1,004.50 | |||||
| Telephone | £434.70 | £270.16 | |||||
| Sub-totals | £63,866.58 | £54,900.60 | £44,381.49 | £36,966.26 | |||
| Brought forward | £75,216.11 | £67,800.81 | |||||
| Total | £14,112.09 | £75,216.11 | |||||
| Balances,- | |||||||
| Current | £25,620.73 | £32,211.U | |||||
| Petty Cash | £50.46 | £ 24.51 | |||||
| Reserv Account | £58,510.90 | £42,910.48 | |||||
| Social Account | £0.00 | £0.00 | |||||
| Total | £14,112.09 | £75,216.11 |