Trustees’ Annual Report for the period
From : 1[st] April 2024 To : 31[st] March 2025
Charity name: Wetherby & District u3a
Charity registration number: 1143289
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 educaton and, in partcular, the educaton of older people and those who are retred from full tme work by all means, including associated actvites conducive to learning and personal development. |
| 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 |
Wetherby and District u3a is a self-help learning organisaton for all retred people or that are no longer in full-tme employment, who wish to join in actvites encouraging learning and the development of skills, whilst also promotng enjoyment and friendship. W&D u3a has almost 100 Groups providing a wide range of actvites and experiences from social and recreatonal to the arts and languages. Each Group has a Leader who is responsible for organising and providing actvites. The Groups meet regularly at a number of local venues where relevant. A Commitee member is coordinator for all the Groups. In additon to the individual Groups, there is a monthly Open Meetng with a guest speaker, followed by refreshments and social interacton. The subjects at the Open Meetngs cover a wide range of interests. The opton to join this meetng via Zoom is available. To communicate with and keep members informed of actvites, W&D u3a publishes a Monthly Memo and a more detailed Newsleter once a year. These are circulated to all the membership and also made available on the website. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In planning actvites the Trustees take due regard to the guidance issued by the Charity Commission on public beneft. |
|
|---|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | The Commitee, Group Leaders and tme given by other members (such as catering, newsleter producton) for ongoing or one-of actvites are all on a voluntary basis. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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 | Our membership level remains stable at around 1200 members, and we are successfully recruitng new members throughout the year. We also see new groups being created and feel that both these factors keep our u3a relevant and vibrant. We hold new member meetngs, and a renewal meetng, and have started holding drop-in sessions at the weekly town market, to encourage new members or encourage questons from prospectve members. The monthly Open Meetngs are well atended, and a wide range of subjects is covered by the speakers. Our annual lunch is always very popular and is a wonderful social event, with a special speaker each year. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Total income - £48,401 Total expenditure - £47,257 Surplus £1,145 Reserves balance - £30,157 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Our Policy is to maintain a level of reserves at 12 months running costs of our organisaton. This does not include any income or expenses of our Actvity Groups or outngs, all of which are self-funding. |
| Amount of reserves held | Para 1.22 | £30,157 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
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 |
Our source of funds for u3a-wide actvites is from membership fees and HMRC tax rebate. Groups are self-funding. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Our updated governing Consttuton was adopted on 30thJune 2021. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | We are an unincorporated members associaton, an independent charity, which is a member of the Third Age Trust which is itself an unincorporated associaton. |
| 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 | Trustees are elected by the membership at the AGM. New Trustees can be co-opted between AGMs and then stand for electon at the next AGM. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
New Trustees are provided with specifc informaton about their individual roles, including detailed job descriptons. They are also provided with wider informaton packages showing the various policies and procedures of Wetherby and District u3a. Policies are in place in respect of: Data Protecton (fully in line with the General Data Protecton Regulatons); Safeguarding; Equality, Diversity and Inclusion. The Commitee meets every 6 weeks. In additon, working groups on specifc issues are established where appropriate. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Wetherby and District u3a |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1143289 |
| Charity’s principal address | 11 Coxwold Hill Wetherby LS22 7PX |
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 (ifany) |
|---|---|---|---|---|
| PhilipJohn Aindow | Chair | |||
| George Barry Atkinson |
Events Officer | |||
| Peter Harry Welton | Member Liaison Officer |
Trustee until 31stAugust 2024 |
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| Sue Howe | Admin Assistant | |||
| Jennie Grover | Membership Secretary |
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| TimothyMallett | Website Manager | |||
| Pamela Tudor | General Secretary | |||
| Moira Dopson | Treasurer | Trustee from 28thJune 2023 |
||
| Linda Richards | Vice Chair | Trustee from 30thMay 2023 |
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– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Moira Helen Dopson Full name(s) Philip John Aindow Position (eg Secretary, Chair Treasurer Chair, etc)
Date
WETHERBY & DISTRICT u3a TREASURER'S REPORT TO MEMBERS ON ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 Page 1 Combined Statement of Receipts and Payments for the General Fund, Group5 & Social Fund for the above year and our Balance Sheet at 31 March 2025. Page 2 shows Notes to the Account5 cross referenced to page 1 which Should be self- explanatory. Recei t5 & Pa ments for the General Fund The General Fund is made up of a current account and deposit account. The membership fees received1£12 per annum} are used for membership-wide expenses such as Open meetings, software, the u3a magazine, membership subs to central u3a. Receipts this year are £17,444 compared with £16,778 in 2024, an increase of E666, coming from membership subscriptions. Total expenditure at £18,817 compares with £17,356 in 2024, an increase of £1,461. The major reasons for the increase were the 5-year web domain subscription, higher postage costs, increase in TAM magazine cost, higher spend on speakers and room hire. The result for the year is a deficit of £1,373 whilst our total assets are E22, 380. This is a healthy level of reserves. Recei ts&Pa ments for the Social Fund The Social Fund is a single current account used for social activities such as the annual lunch, holidays and for any groups who wish to use the account to dep051t funds collected from group members and pay out expenses. The bulk of the transactions in this year relate to the annual lunches of 2024 and 2025. I would like to thank the Treasury Team for their support during the year, Jennie Grover, Membership Secretary, Pam Tudor who does the Charities Commission annual return, and Dave Clark & Malcolm Brook, who claim Gift Aid for us. Their efforts and help are greatly appreciated. Finally I would like to thank Ann Hill, the Independent Examiner of the Accounts for her examination of the accounts. If you have any questions about the accounts, please contact me on treasurer@wetherb u3a.or Moira Dopson - Wetherby & District u3a Treasurer th 28 April 2025
Wethety & Dlstrltt u3a {Chaty Number 1143Z89 Pale 1 31st March 2025 31st March 2024 REPts PaYeIsA(cotfQr(hpYeeaed Not GenEralFund Groups SDEL4Fund trAndTotsl GenEralFur Gp5 SOELIIFTrd trAndTotsl RecpS 1J,956 RC charit1 Refund 2.426 17.088 40 2.430 16.386 46 membShIP 17.088 16.386 Non &Lmggllngs Donatlons 25.3 Total Sttlal Fund recelpts Intèrest Recelvgd from deposlt actouTht and OthÈr Total Receipts 4.759 290 4.759 4,759 192 27.405 43,791 17,444 48,401 1,742 Paymènts Ihlrd Trust 4.188 4,17E Nembershlp 4.18 16,6Z6 17.386 Swkers Gets¢Yal Refreshments Zoom EInce fee51coBch threlpurcth5e5 B72 360 6Q2 377 2.671 470 eetl 23,789 3.055 Thlrd Age MattersMw*ne L(Kal News 1.409 1,4 572 5.B29 571 5.829 Pubiiaty 5.164 Prtage Printing and statTrEry 360 102 87 746 102 1,184 Sundry ember5hip Sy5th Iwld Awicoti FayPal Fee5 Bank Chargp5 1.696 2.144 302 204 74 2.144 302 289 74 222 222 Total knial Fund expen Admin15tratio Equipmeni purched 3,1 5,7 4,983 4,120 EqpIn@t 845 To1 payments 47.257 3.70D 45.960 Defiat I Surplus for year 97Q 1.548 366 Balance Sheet as at 31st Warch 2025 31st March 2024 GÈhpralFund Group5 SDcL4Fund trandTotsl 11.596 GÈnFralFutsd Gp5 trandTotsl 11,492 HSBC Current HSBC Deposit A(count h Hand- General 11,492 10 4.J47 social Fund Accounl Total Current ASSÈ FfjxÈd Assets 1.882 22.J80 4,347 J.4JO JO.157 23.753 1.37È Total A55ets 22,380 4,347 3.430 30,157 23,753 1,882 Represented by GENEPAL FUNO l.B82 3.E4Q Deficlt I Surplu5 for year B41¥n ai 31 Mèr¢h 2024carrhed f(rfwèrd 970 4.347 22,380 3,430 30,157 23,753 1,882 Prep&red byTredwrer oira Dop5 RvWEd by IndendeTrt Exarnir 7th May 2025
Wetherby & Dlstrict u3a {Charlty Number 11432891 Page 2 Notes to the Receipts and Payrnent5 Account for the year ended 31 March 2025 31 March 2024 1. Membershlp Includlng 2 Llfe Members me[Ship Fee E12- year to 315t March 2024 Membership Fee E12- year to 31st March 2025 1221 C13,956 C14,652 2. Gift Aid Refund Members reglstered for Glft Ald 812 810 3. Social Fund account Detail of activity on the account for year ended 315t March 2025.. Recel Annual lunch 2024 tlcket sales Annual lunch 2025 ticket sale5 [1,334 £3,425 É4,759 [3,080 £46 £85 £3,211 £1 548 Pa ments Annual lunch 2024 Invoice payments Annual lunch 2024 refund Bank charges Tran5action5 since 315t Mareh 2025 Annual lunch 2025 paymenis Annual lunch 2025 t1¢ket LeS Bank charge5 Balance on account -£50 £75 .£5 É3,450 There are no Group funds heLd in this account at year end. 4. Membershlp Subxrlptlon based on members rlStered vdth W a D U3A 1037 Tnembers registered @ 1st Jwril 2025 £4. per tnember £4.(N) per tnember S. Local News 15 the annual magazine. 6. Web Slte Includes website hostlng and domain name. 7. Prlntlng and 5tatlonèry includes periodic news letters, tnonthly bulletins and notices. 8. Softwaro Systom Vlild Apncot" one year hlembership Subscription from November 2024 to November 2025. 9. Equlpment The cost of equipment is wholly written off in the year of purchase Equlpmènt purchasod durlng the yoar Acer prolector & accessorfes £484 Equlpmeni purchased In prevlous years HP LaptOP5 plu5 software u3a Banner Inebv logo) RODE W1reltts Go 11 HP-QB681Jil black LaptOP5 plu5 50ftware HP Laptop red plu5 software Epson EB-X41 Comwrer Prolecror Acer Computer Projector X1 IOP Kensington Wireless Presenter Lar¥e Projector Screen on L5 Large P.A. System Small P.A. system PayPal Card Reader Display Board5 Vo1ce amplifler A Board Dlsposalsln List year Mcmurdo Personal Locator Beacon 10. Group FuThds were collated and examined by the Treasurer Prepared by Treasurer Moira Dopson on 281h Apffjl 2025
Independent Examiner's Report to the Trustees of the Wetherby & District u3a I report to the trustees on my examination of the accounts of the Wetherby & District u3a (Charity Number 1143289) for the year ended 31st March 2025 which comprise the consolidated receipts and payments account. the balance sheet, the group accounts, the consolidated receipts and payments account, the consolidated balance sheet and related notes set out on pages 1 and 2. Responsibilities and basls of report The Wetherby & District u3a trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). I port in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect.. 1. accounting records were not kept in respect of the Wetherby & District u3a as required by section 130 of the Act. or 2. the accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed.. Name: Ann Hill Address: Field House, 8 Whitham Close, Boston Spa, Wetherby, LS23 6DU 7th May 2025 Date..
Independent Examlner's Report to the Trustees of the Wetherby & District u3a I report to the trustees on my examination of the accounts of the Wetherby & District u3a {Charity Number 1143289) for the year ended 3151 March 2025 which comprise the consolidated receipts and payments account, the balance sheet, the group accounts, the consolidated receipts and payments account, the consolidated balance sheet and related notes set out on pages 1 and 2. Responsibilities and basis of report The Wetherby & District u3a trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect. 1. accounting records were not kept in respect of the Wetherby & District u3a as required by section 130 of the Act., or 2. the accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable proper understanding of the accounts to be reached. Signed: Name: kki I Ann Hill Address". Field House, 8 Whitham Close, Boston Spa. Wetherby, LS23 6DU 71h May 2025 Date: