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2023-03-31-accounts

Chair’s Annual Report 2022-2023

This year seems to have passed very quickly, especially as the Covid restrictions have faded away. Yet we will all remember 2022 for Her Majesty Elizabeth II’s Jubilee celebrations just before our last AGM, and her death in September. On behalf of all our members, my thanks go to the group leaders and the members of the Committee who have made it possible to continue and expand the activities we have on offer. We have returned to the usual venue for our General Meetings and they are increasingly well attended. We have a wide range of topics presented at these events: they are well worth coming to on the first Tuesday of the month. My thanks to the groups who have assisted with teas and coffee. At our AGM last May, the committee membership was confirmed without a vote as there were no contested appointments. Tony Grzybek, Terry Robinson and Kate Ross are standing down in June at the end of their elected term on the committee. Thank you for your time and commitment. Jane Wicks retired as Membership Secretary during the year, after long unstinting service to u3a. Several members have joined the Committee during the year; initially co-opted they have been nominated for specific roles in the new Committee. On a lovely bright September day, we had a very busy and useful recruitment and information stall on Ely market. My thanks to the groups who provided pictures and the volunteers who answered the questions and promoted our u3a. You will have noticed that our popular day trips and holidays have returned. Our thanks go to Ashley and his team for organising and enabling these to go ahead. Following the trips in September, Ashley and his team are standing down from this role. We are hugely indebted to them all for the dedication they have given to ensuring such wonderful holidays and outings over many years. As your Chair, I have attended the Area u3a Conference in Chelmsford, seminars on ways to develop and support lifelong learning, contingency planning and a cardiac arrest training session which was held for any interested member of our u3a. We have continued to move to a membership data system supplied by u3a National Office, called Beacon. Many of the group leaders are now using the system. It makes communication easier for everyone. We are also using newer

technologies, including taking payment by debit and credit cards, and through BACS. I hope that, as we can now meet family and friends and pursue the activities we enjoy, u3a will be able to offer you more opportunities to be sociable. My thanks to all of you for your support and encouragement. It is amazing what we can achieve when we work together to help one another and `learn, laugh, live´.

Linda Swain

Ely & District U3A Accounts Summary

Ely & District U3A Acc
Main Fund
Income
Subscriptons
Subscriptons 23/24
Ceilidh
Gif Aid
TOTAL
£
£
5328.00
1504.00
-25.21
827.55
7634.34
Expenditure
U3a Capitaton
Beacon
TAM
Hall Hire
Postage of Newsleter
Speakers Fees
Statonery,stamps etc
Commitee expenses etc
Ceilidh
Bank Charges
Catering & Misc
TOTAL
Net surplus
Cash Book Balance @ 31.03.2022
Income
Less Expenditure
Surplus for the year
Cash Book Balance @ 31/03/2023
2624.00
648.00
1568.09
2002.04
34.00
1006.40
48.39
36.43
0
253.86
230.78
8451.99
-817.65
£
£
13806.33
7634.34
-8451.99
-817.65
12988.68
2624.00
648.00
1568.09
2002.04
34.00
1006.40
48.39
36.43
0
253.86
230.78
8451.99
-817.65
£
£
13806.33
7634.34
-8451.99
-817.65
12988.68
12988.68

y for year ended 31 March 2023

Social Fund
£
£
£
£
Money held in bank
B/F
Receipts
Payments C/F
Gardening
521.50
618.60
838.60
301.50
Photography
100.00
574.00
524.00
150.00
History
246.00
300.00
308.00
238.00
Music of Stage & Screen
69.00
0.00
0.00
69.00
Arts Appreciaton
457.82
0.00
0.00
457.82
Bank charges
0.00
0.00
287.58
-287.58
Misc.
0.00
0.00
72.00
-72.00
Walkers Christmas Lunch
0.00
1088.60
1088.10
0.50
Transport 23/24
0.00
506.25
472.50
33.75
Transport
227.67
250.00
352.00
125.67
Guitar
593.80
0.00
595.80
-2.00
Exercise to Music
70.50
0.00
0.00
70.50
Trips
5889.66
27540.29
27389.44
6040.51
Trips 23/24
0.00
22124.05
18900.00
3224.05
TOTALS IN BANK
8175.95
53001.79
50828.02
10349.72
Cash totals
Badminton/Table Tennis
-140.43
1754.00
1290.00
323.57
Transport
113.85
639.00
689.49
63.36
Photography
118.62
188.00
263.00
43.62
History
211.82
908.30
600.50
519.62
Other Groups
1491.53
4329.87
4010.69
1810.71
CASH TOTALS
1795.39
7819.17
6853.68
2760.88
GROUP TOTALS
9971.34
60820.96
57681.70
13110.60
£
£
Cash Book Balance @ 31/03/2022
8175.95
Receipts
53001.79
Less payments
-50828.02
Net movement for the year
2173.77
Social Fund Cash Book Balance @ 31/03/2023
10349.72
Social Fund Cash Balance @ 31/03/2023
2760.88
Social Fund Total Balance @ 31/03/2023
13110.60
£
£
£
£
B/F
Receipts
Payments C/F
521.50
618.60
838.60
301.50
100.00
574.00
524.00
150.00
246.00
300.00
308.00
238.00
69.00
0.00
0.00
69.00
457.82
0.00
0.00
457.82
0.00
0.00
287.58
-287.58
0.00
0.00
72.00
-72.00
0.00
1088.60
1088.10
0.50
0.00
506.25
472.50
33.75
227.67
250.00
352.00
125.67
593.80
0.00
595.80
-2.00
70.50
0.00
0.00
70.50
5889.66
27540.29
27389.44
6040.51
0.00
22124.05
18900.00
3224.05
8175.95
53001.79
50828.02
10349.72
-140.43
1754.00
1290.00
323.57
113.85
639.00
689.49
63.36
118.62
188.00
263.00
43.62
211.82
908.30
600.50
519.62
1491.53
4329.87
4010.69
1810.71
1795.39
7819.17
6853.68
2760.88
9971.34
60820.96
57681.70
13110.60

lndependent Examination of Accounts

Organisation:

Ely and District u3a

Treasurer: Mrs Denise Crichton 98 Brook Street Soham Cambridgeshire CB7 5AE

I have examined all documents relating to both the Main and Social Accounts of the above organisation relating to the period 01[st] April 2022 to 31[st] March, 2023, I am satisfied that the receipts and payments records are a complete and accurate record of the transaction which took place in that period.

Helen Cook

Payment £40.00 received …………………………. Helen Cook