| ## @}| 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||a
|
Theadvancement ofeducation and in
particular, theeducation ofolderpeople| |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
~|Thereare50groupsmeetingon a weekly
basisthatofferawide rangeof| |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.|| **----- Start of picture text -----**
|
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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.
[Amountofreservesh**e**ld
[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 | | **----- Start of picture text -----**
||||||| |---|---|---|---|---|---| |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| **----- End of picture text -----**
## Additional information (optional) **----- Start of picture text -----**
|||||| |---|---|---|---|---| |Names and|addresses|of advisers|(Optional|information)| |Type|of|Name|Address| |adviser| |Name of chief executive|or names of senior staff members|(Optional|information)| **----- End of picture text -----**
## 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**||