THORPE BAY U3A- TRUSTEES ANNUAL REPORT 2024
1. Back
round:
Thorpe Bay U3A (TBU3A) is registered with the Charities Commission
(charity no. 1138162)
TBU3A was established in 2008 and has evolved to become one of the larger U3As
in the southeast Essex area.
Our policies and prO￿dureS are regularly reviewed to ensure that they comply with
statutory requirements and commonly ac￿pted standards.
2. Committee Members l Trustees.
These comprise a total committee of 10 Trustees which incorporates
Chair
Treasurer
Business Secretary.
7 Committee Members
3. Meetin
There are a number of meetings held during the year, viz:
. Committee Meetings.
The committee meets on a monthly basis to discuss agenda items.
The minutes are prodU￿d following the meeting and held on our web site so that
they can be accessed by committee members and members alike.
ii. Member's Monthly General Meetings
These are held on the second l third Friday each month.
The monthly members, rn￿ting provides our members with the opportunity to meet
up and socialise. and to book theatre and day trips. A presentation by a guest
speakerlperformer{s) on a diverse range of topics also takes pla￿.
We also encourage our Groups, particularly the Crafting Groups, to display and
exhibit at our General Meetings.

iii. Ad-hoc Meetings.
These have been held on an as needed basis - they have included:
IT help classes for members who need some assistan￿ when using technology and
how to access and use the TBU3A website.
Group Leaders meetings where the Committ￿ advises Group Leaders of updates
that might have an impact regarding their groups and how the committee can help
them going forward.
Two meetings to enable membership renewals and the issuing of membership cards.
iv. Other Communications
By Web Site and Group e-mail.
By letter to those members without aC￿sS to e-mail.
Chair's Report - a report by the Business Secretary / Chair is placed on the web
site and forwarded by E Mail and summarises what has been happening during
the month.
4. Election of Committee Members.
Committee Members are automatically selected as Trustees and are elected at the
Annual General Meeting held in October by a proposer and seconder and then
subject to approval by the AGM.
The existing Trustees comprise a broad level of expertise in organising the U3A and
are always available for members to contact via electronic means or at monthly
meetings which can be face to face.
5. Grou
The existing membership comprises approximately 800 members and over 100
different groups.
Whilst some groups are at full capacity members are encouraged to put their names
forNard on waiting lists. New groups are created on a monthly basis therefore
keeping up to date via the website is essential.
6. Notable Achievements 2024.
2024 was a busy year for TBU3A which saw some notsble achievements following
the continued development of our Web Site for business activities:
Forwarding E Mails to all members.
Displaying Infomiation.
Improved methods of communication.
Streamlined renewals system using an online database and generally utilising
technology to move away from a paper-based environment thereby reducing
our carbon footprint.

Providing InfO￿atIOn about groups.
7. In 2025 The Committee will be focusin
on..
Arranging New Members meetings to take pla￿ as and when necessary.
Holding another training session for members on using the Web site.
Introduction of a perpetual membership card thus reducing the annual
workload relating to membership renewals. Eventually the physical
membership card will be replaced with a digital card.
Storing and using infonnation - Committee Minutes and AGM notices
Continue to be mindful of our obligations and our carbon footprint.
Further develop a risk assessment prO￿sS so that our U3A is fully compliant
with existing rules and regulations.
Ensuring that the U3A is kept on a sound financial footing for the year ahead.
Increasing the number of social events during the year.
The Chair is aware that we received no new prospective committee
nominations at the AGM. This is significant as two committee members left
during the past year and could not, unfortunately, be replaced.
This is a worying trend for our U3A as without new blood from the members it
is inevitable that existing committee members will resign at some stage which
will place our U3A in perilous position rf we do not get new volunteers.
8. Financial Position.
The income for the year ended 30th June 2024 was £52,637 which was 8.20/0 more
than the previous year.
Reserves at £19,776 represented 16 months of anticipated future expenditure.
9. Membershi
Fees-2025.
It was approved at the AGM to give the members one free month's membership at
the start of the year and thus the new renewal period will begin in April not March. In
addition, the annual subscriptions will be reduced to £14.00 from £16.00.
mma
A good year for TBU3A overall and whilst our commrttee has remained strong it has
redU￿d in numbers and as has been mentioned previously it would help if more of
the members participated far more in the running of the U3A than they do at present.
We will be trying to address this as the year progresses

THORPE BAY U3A
REGISTERED CHARITY NUMBER: 1138162
ststement of Flnanclal Activ
ft>r the
aren
ed 30 June 2
Current Year
Prforyear
2023124
£Stg
20Z2123
£St8
Income
Membership Subscrlptlons
Grft Aid income tax repayments
Educational Events Income
Interest
Other Incom•
12,968
1,500
37,498
623
13,070
1,778
33,346
244
200
TOTAL INCOME
52,637
48,638
end
Llcences, afflllatlons & insurances
Hall Hlre and meeting refreshments
Educatlonal events costs
Administrntion costs
Magazine costs
Cost of speakers
Support forgroups
Other costs
3,112
5,789 {S••
37,865
1,371 1S•• Not• 2)
3,739
3,683
32,457
1,306
1,586
1,736
285
228
1,455
457
TOTAL EXPENOITURE
50,826
45,020
SURPLUS/IDEFicm TO RESERVES
1,811
3,618

THORPE BAY U3A
REGISTERED CHARITY NUMBER.. 1138162
Balance Sheet as at 30th June 2024
2023124
£Stg
2022123
£Stz
nk and Cash
Bank- Current Account
Bank- Designated Actlvities
Deposit Account- Instant Access
Deposit Accounts- Fixed Tem)
2,447
4,070
13,016
10,000
6,749
15,017
10,000
Cash in Hand
783
7fLI
Debtors and Pr
Other Debtors
Prepayments
ents
276
2,783 IS•• Not•3)
242
2,797
33,375
35,565
redltors
Membershlp Fees In Advance
Monles held for Future Events
Other Credttors
8,305
4,269
1,025 {S•• N•t• 41
8,493
7,989
1,118
13,599
17,600
NEf ASSErs
19,776
17,965
Represented by:
Reserves
Balance brought forward
Surplu511Deficitl for year
17,965
I￿11
14,347
3,618
RESERVES
19,776
17,965

THORPE BAY U3A
REGISTERED CHARITY NUMBER: 1138162
NOTES TO THE FINANaAL sfATEMENTS
FOR THE YEAR ENDED 30Th J
NE 2024
ACCOUNTING POLICIES
The flnanclal statements of the Charlty have been prepared on an accruals basis in
accordance with the Current Charities SORP (FRS1021 and under the hlstorlc cost
convention. They Include all transactlons, assets, and liabilities for which the
trustees are responsible in law.
GOING CONCERN
The financlal statements have been prepared on the assumption that the charity is a
golng coneern and wlll continue to operate in the foreseeab￿ future.
FUNDS
All funds are unrestrlcted
INCOMING RESOURCES
All Income Is recognlsed when recetved. Allowanc• has been mad¢ for unexplred
portlon of annual subscrlptlons.
RESOURCES US
All expendlture Is accounted for when du•.
NOTES TO THE ACCOUNTS
EXPENDITURE
Note l - H•ll Hire and Refreshments
General Meetlngs
Commlttee Meetln8S
New Members & Groups
4,707
502
5,789
Note 2- Admlnlstratlon
Software Lteences
Prlntln81 Postage and Stationery
633
738
1,371
BALANCE SHEEr
Note 3- Prepayments
Head Office
Software Llcences
2,621
162
2,783
Note 4- Other Credltors
Unexpired Gift Aid
Accrued Expenses
Sundry Creditors
947
18
1.025

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THORPE BAY U3A (CHARITY NUMBER
11328162) FOR THE YEAR ENDED 30TH JUNE 2024
RESPONSIBILITIES AND BASIS OF REPORT
AS the charlty trustees you are responslble for the preparation of the accounts in accordance with the
requirements of the Charitles Act 2011 (the Act).
I report in respect of my examlnation of the Charltys accounts carried out undèr section 145 of the
2011 Act and In carylng out my examinatlon I have followed all the appllcable Dlrectlon8 glv•n by th•
Charfty Commlssion under Section 145 (5) (b) of the ACL
Independent examinerfs Statemant
I have completed my examlnatlon. I confinn that no materlal matters have come to my attentlon In
connection wlth the examinatlon givlng me cause to bèlieve that In any materlal respect..
1 accountlng record8 not kept In respect of the Trust as roqulred by sectlon 130 of the Act; or
2 the accounts do not accord wlth th080 records: or
3 th• accounts do not comply wlth the appllcable requlrements concemlng the fomi and content of
accounts set out In the Charftles (Accounts and Reports) Regulatlons 2008 other than any
requlrements that the accounts glve a 'true and falr vlew whlch is not a matter consldered as part of
an Independent èxamlnatlon.
I hav8 no concerns and have come across no other matter8 In connectlon wlth the examinatlon to
whlch attention should ￿ drawn In thls roport in order to enable a proper understanding of the
accounts to be reached.
9th September 2024
MR COLIN RUSSELL
166, MAPLIN WAY.
SOUTHEND4)N4EA SS13ND