## **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
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3
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7
8
9
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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•• 1*77• t14••1 •trf*thm•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