## **Trustees' Annual Report for the period** Period start date Period end date **01 April 2022 31 March 2023 From To** ## Section A Reference and administration details ~~ee~~ Mawdesley & Neighbouring Villages University of the Third Age **Charity name** (U3A) ~~po~~ **Other names charity is known by** **Registered charity number (if any)** 1128556 ~~|~~ **Charity's principal address** Hillside House Bluestone Lane Mawdesley, Ormskirk, Lancs **Postcode L40 2RJ** ## **Names of the charity trustees who manage the charity** - **Name of person (or body)** - **Dates acted if not for** - **Trustee name Office (if any) entitled to appoint trustee (if whole year any)** - 1 Christine Garrity Chair 2 Lindsey Heaton Vice Chair 3 Carole Cook Secretary Until December 2022 4 Roger Darling Treasurer 5 Patricia Bright 6 Susan Jones 7 Stephen Doyle 8 Marie Gornall 9 Richard Hoyle Secretary - 10 Joan King 11 John Latham 12 Irene Molyneux March **2012** **TAR** 1 13 Janice Parr - 14 Elwyn Thomas 15 Kate Williams 16 Karen Yates 17 18 19 20 Until February 2023 ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution dated 17[th] October 2012 amended 20[th] October 2021 (eg. trust deed, constitution) How the charity is constituted Unincorporated Association - (eg. trust, association, company) Trustee selection methods Elected by Members (eg. appointed by, elected by) ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** 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 residing in Mawdesley and Neighbouring Villages March **2012** **TAR** 2 |**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|Mawdesley & Neighbouring Villages U3A has a weekly Wednesday
Coffee Morning where members and prospective members can
come to see what activities and forthcoming events are available.
The activities and interest groups are split into various types and
open to all members with the range allowing for different levels of
physical or mental ability, and are run and organised by members.
It also provides a friendly environment and mutual support among
the membership to aid both physical and mental health.
Members suggest new activities that may be trialled or launched if
there is sufficient interest.
The Trustees have regard to the guidance issued by the Charity
Commission on public benefit and believe that this is satisfied as
the Association is non-profit making as any surplus is used in future
years to support its charitable objectives and purposes.|Mawdesley & Neighbouring Villages U3A has a weekly Wednesday
Coffee Morning where members and prospective members can
come to see what activities and forthcoming events are available.
The activities and interest groups are split into various types and
open to all members with the range allowing for different levels of
physical or mental ability, and are run and organised by members.
It also provides a friendly environment and mutual support among
the membership to aid both physical and mental health.
Members suggest new activities that may be trialled or launched if
there is sufficient interest.
The Trustees have regard to the guidance issued by the Charity
Commission on public benefit and believe that this is satisfied as
the Association is non-profit making as any surplus is used in future
years to support its charitable objectives and purposes.| |---|---|---|---| |Section D|Achievements and performance||| ||||| |**Summary of the main**
**achievements of the charity**
**during the year**|Membership numbers have now returned to pre-pandemic
levels.
This year has seen the development of new groups - Tai Chi,
Guitars Etcetera, Pickleball and our Eco Travel Group.
Summer 2022 saw the return of Boules and later in the year
our Patchwork group restarted.
In September we ran a series of Heritage Walks in our
neighbouring villages and also held a MacMillan Coffee
Morning. During the year members have donated foreign
coins for the British Legion, spectacles and mobile phones for
Uganda, loose change for Children in Need, and there was an
astounding response to the International Aid collection for
Ukraine.
Our weekly Newsletter by email continues to keep members
in touch with what is going on in our u3a.||| March **2012** **TAR** 3 Sectioti e Financial review Section G Declaration F¥ll nam•￿> Posltloft (•9 S••. | Ch* 27 TAR March 2012 CHARIIY COMMISSION FOR F￿lIAN￿ AND WALIS 1121$ Rocelpts and payments accounts CC16a Forth• ptrod frr#m Pttrth *art 04tc P¥tkxl d•1• 31*r-23 T• 22 Section A Receipts and payments un￿￿1￿¢1•￿ fund* Endowm•n¢ nd• TO1￿ tund• Al ijt Ir1e￿*1 F• 15.352 107.zeq ••,•17 12• 12$ StslhywylPv¥l .'EyArts c￿t5 1•4 ¥•.1•4 v*r• (J i•z4y8 4.7•1 11,8 14.372 t8.2S1 R•*•rv• Iwds thlg y••r•NI 19,103 36.79fj 28.2S4 Sectbon 8 Balance Sheet Unr••irKt R•6trict•d fund> Endawment luNI• Tol•l Il* Cunent AM•ts Cash At b•nk •nd In hmnd 21.$15 51 945 416 24,43 27.515 41654 YUT 1$ 149 13396 N•¢¢wrnrt •Ja•ttY*•Mil￿JJ 17.$72 3d 796 282 Funds of th• Charfty t7.STZ T*1 FWMIB 2825 2IlJ6r4073 2ttW2023 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Indopondent Examiner's Report R•port lo th• truzto•81 MAWDESLEY & NEIGHBOURING VILLAGES U3A On 4¢¢r*ibl8 for the pr8parats.on b••5B of r•port of the act(xJnts in vilh the requlrernents of the ChaiilleG Acl 20111lhe Act"). I rer*xt in fespect of my ex8minatKffi of the Trusl's accounts Carri￿ tyjt under sectKJn 145 of the 201 1 Act and In Ca￿ng out my examinatM)n, I have followed Ihe applicable Directions gvon by thè Charty Comn¥ssiL under sedion 145(5)(b) ol the Ad. I have cornp￿d my exarrwnalion. I c<¥ffimi Ihal ￿ wolerial rnattws havg me lo my attention lothef than that disdosed below ') ￿ conneclN)n with the examinalK)n wlthch gves me cause to believe that in. any matenal Ind•p•nd•nt •xamln•rfs •tst•m•nt Ihe Act or ihe accLYJnts do nol 8c£ord wilh the accountirwj re￿ordS I have no concwrn and have ccMrÉ other matters in ef￿n0￿1C wilh examinat'(x) to which attenlTh sh￿Id be dra*n m order to enatA6 a proper uThaerstsn(fing of the accounts to be reached. . Please deleie tlie wrxds in the brackets rf they do apth. 81gn•d: ZQ23 N•m•: Relevant wof•s8lonal quallllc•llonl$) or boty (If any): IER Oc14)b•r 2018 Section B Disclosure Only compleio Il the oxaminof nccds to highlighi matters ol concerlllsee CC32, Independeni ex￿1r01th d Chwity ￿￿ts.. aThJ guhkno It)r exanwn8rs Gl¥e here brfel dots11s of •ny iterns t￿t thè i •xamin•f T•l*hM to ,' dl#cloM. IER October 2018