2024-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/23 To 31/03/24

Charity name: Mawdesley & Neighbouring Villages U3A

Charity registration number: 1128556

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 residing in Mawdesley and Neighbouring Villages
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	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.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	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.

Achievements and Performance

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	AsMawdesley & Neighbouring Villages U3A had a 6% increase in membership this year as we continue to build up after the effects of the Covid pandemic. Attendances at most groups and events are getting back to the levels of those before the pandemic. Several new groups were started Weekly newsletters were sent out by email.

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Mawdesley & Neighbouring Villages U3A is in a sound financial position with regular income and strong reserves.
Statement explaining the policy for holding reserves statingwhytheyare held	Para 1.22	Mawdesley & Neighbouring Villages U3A aim to keep Unrestricted Reserves of between 6 and 12 months expenditure
Amount of reserves held	Para 1.22	£36654
Reasons for holding zero reserves	Para 1.22	Not Applicable
Details of fund materially in deficit	Para 1.24	None
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Not Applicable

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	Membership Fees
Investment policy and objectives including any social investment policy adopted	Para 1.46	No Investments
A description of the principal risks facing the charity	Para 1.46	The main risk is the loss of members and group leaders to run the many activities

Structure, Governance and Management

Description of charity’s trusts:		None
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution dated 17thOct 2012
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 trustees	Para 1.25	Election by members at AGM

Additional information (optional)

Additional information (optional)	Additional information (optional)
You may choose to include further statements		where relevant about:
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Member of the U3A Trust
Relationship with any related parties	Para 1.51	Not Applicable

Reference and Administrative details

Charity name	Mawdesley & Neighbouring Villages U3A
Other name the charity uses
Registered charity number	1128556
Charity’s principal address	Hillside House Bluestone Lane Mawdesley, Ormskirk Lancs.
Postode	L40 2RJ

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	Stuart Kirkman	Chair
	Susan Jones	Vice-Chair
	Jane Clarke	Secretary	From 18/10/23
	Roger Darling	Treasurer
	John Latham
	Pat Bright
	Stephen Doyle
	Marie Gornell
	Irene Molyneux
	Janice Parr
	Kathleen Williams
	Richard Hoyle
	Robert Baker		From 18/10/23
	Edward Southworth		From 18/10/23

Funds held as custodian trustees on behalf of others

Description of the assets Not Applicable held in this capacity Name and objects of the Not Applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not Applicable safe custody and segregation of such assets from the charity’s own assets

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Not Applicable

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc)
	Stuart Kirkman	Roger Darling
	Chair	Treasurer

Date

CHARIIY COMM155ION FOR FNfiAldD AM) WAi£S 112•511 Re￿ipts and payments accounts CC16a P•thi d•1• T• seCt￿n A Receipts and payments EndowmEnt h•nd ID •• e A1 nterts". 14 T￿1￿¢•4 17.JJ• 144.0 122.118 1.121 Ituhrnwts Ji Jl Iuiors 11) 11) i•• 177• t14••1 •trfthm•f•xp•ndknJ AS T￿n￿￿rn b•lw••n luYKI• 3.245 t7.1)J 14.171 Ja,•Q5 ?8,2 20.171 15.F7• Ji,s$4 J6,7 Soction B Balance Sheet fvnd• i••r Tow y•w Currnnl As••t• C••h •t tr•￿ •nd kn h• r•w••t ¢ S714 11654 31.127 $7145 41654 OM y••r 117•1 15701 1)3 Tot•1 nvt•¥MI 20.•11 20.621 41444 Fund• ol th• Ch•flty Tthl FwMI• 2N16 282S8 Sty•rt Kith ?&WJ0/4 2PA)w2024

CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts S@ctlon A Independent ExamirTrer'5 Report R•port to th• truste•$l On accounts for th• y•ar •nded Chaflty no (If any) li Sot out on pa9•S I fepcxt to the trusteas ￿ my examinat￿ of the a¢￿￿15 of the above ch&ity fft TriBt") ts th8 year R•sponslblllll•i and As the th8rlty trustees of the TnA y(HJ are rnsp)nsibl8 fLY Ihe wgparats'¢xb bas1# of report of the acDJunts in accordance with requirements of Chaiitles Acl 2011 ("the ￿th.>. I report in resp8ct of my examination of Iha Trusfs 8ccy)unts carrth under secbon 145 of the 2011 Act and In carrying out my examination. I have followed Ihe applicable Dire￿￿8 given by Ihe Charity Cornrnission under seclDon 14515)Ib) of the ACL I h￿￿ c4Jmpl8led my exarnlna￿n. I confifm that rK) malerial maltefs have come lo my attention (olhef Ihan thal disdosed below ') in connecbon wilh the exaffunalknn whKh gNes cause to believe Ihat in, any material Ind•pend•nt xamin•rf8 Stat•m•nt acc¥)untiry rocord$ wwe n¢X kepl in accordance wllh seclK)n 130 of theAdor th8 acccKnls do not accord wlth Ihe accwnting thjrds I have flo concems and have come auoss Th) Ol￿r mattèrs in connodk ¥￿th the eXaMina￿n lo attenb￿ shwld be drawn in ordef to enable a Fwer understandirwj of the accounts lo be ￿a¢1￿. . Pleaso 1019 Ihe the brnckels 11 they do nol apply. Slgn•d: R•l•vant prohsslonal quallficailon(s} or body Addm•: Z? fi*7ts hupJ p￿0 IER Octob•r 2018

Section B Disclosure Only c(Knpkte rf the examinor needs to highlighl matter3 of cnncem (sg0 CC32. Indepetht exafflination ol chanty dlre¢#(Nis guidance for examinersl. Glv• h•r• brf•f d•talls ol any ltsms that the examln•r wishes to dh¢lo8•. IER Octob•r 2018