Todmorden RegIered Ch4rfty N4L 1145937 ANNUAL REPOIU AND ACCOUNfs 202>24 Universty of th¢ Third Age Todmorden was established in April 2008 and became a registered charity in Febnw 2012. Its governing dument is the Constitution adopted on 19 July 2018 as am¢nd¢d on 21 October 2021. The purpose of the charity is the advancement of education anlt 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 rSonal developmenL in the Upper Calder Valley and surrounding areas. Tnigtees The trustees are appointed by the membership at the AGM. Officers are appointed for a period of 2 years and other committee members for 3 years. The constitution provides that the committee may appoint 2 copted members for the period of the current year. The trustees during the year to 30 April 2024 were: David Tyas Michael Astrop Fiona Ryland Emily Watnick Gail Allaby Nigel Plant Brenda Botten Gillian Radford to October 2023 Colin Sanson to October 2023 Stephanie Haworth to June 2023 Peter Carrigan to June 2023 Peter Gibson from October 2023 Barbara Wigl¢y from May 2023 Elisabeth Furlon8 from October 2023 Tristan Molloy from October 2023 to Febnwy 2024 William Black from November 2023 Chair Vice Chair Secretary Treasurer to Octob¢r 2023 M¢mb¢rship Our membership numbers have ris¢n to 521, including 7 Affili&te& at 30 April 2024. The introduction of online joining via PayPal, accessed through our improved website, has simplified the signing up process and led to an increase in new memlxrships . Meetings with new members have helped the Committee to gain insight into their experience of our Organisatio to make changes. and to introduce some new Groups. We continue to encourage participation by Members. for example josharIng the Convenorfs rol¢, where appropriate. and providing refreshments at the Monthly Members Meetin& The move to Todmorden College for monthty meetings bas also been positively received- improved and space is much appreciated. Memb¢rship is open to all people who are retirnl from full time work in the Upper Calder Valley and surrounding arw.
Activitie8- Report from the Chair This h&s been a year when our membership has increased. Not onty have we regalned members who left during Covi(I we now have many more members than previously. W¢ now hold our monthly m¢mbers' meetings at T(thorden Learning Centre and Community Hub (TLCCH) where the facilities in general and particularly those for disabled members. are much more satisfactory. We still use ground floor Tr)oms at our pvIOuS venue. the C¢ntral Methodlsts Church. for committee meetings and some other group meetings. Monthly meetings hav¢ been well attend often with ov¢r 100 memb¢rs present. They have b¢en entertained by some excellent spwkers on a wide range of topics - everything fn)m Victorian Antiques to Colour Science! Thank8 go to our Speaker Finder for seeking out exL%llent sakerS each month. All members have been kept infornied of these events whether present or not. Those members without acc& to email have been kept inforni¢d of monthly m¢mb¢rs m¢¢tings by ordinary mail. Group Convenors have continued their a¢tivities. maintsining group participation. They are to be COnatulated for their continued efforts. Some 42 groups are now meeting regularly. Walking Cricket remains a very popular option, with our t¢am winning s¢veral games against other u3a groups. New ups this year include L(Kal History. Thursday Cinema and Alfresco History and Archaeology. During the year in question two previous Chairs of our u3a have sadly died. Jean Pearson and P¢ter Carrigan both gave a most valuable contribution to our organisation in several different roles. W¢ hav¢ b¢¢n pl¢ased to welcome new members to the Committee and these ar¢ adding great strength and vitslity to our activities. However, ther¢ is an urgent need for more members come forward to join the committee. We particularly n¢¢d volunteers to undertake the roles of Busin¢ss S¢cr¢tary and Tr¢asurer. Finance The fmancial p)sition remains healthy with general reserves standing at £19,362 and totsl charltable funds at £23,974. Although costs increased during th¢ year, particularly for hall and room hir¢ charges, financial results were better than anticipate4t with a surplus on the GeneraI Fund of £3047. This was caused primarily by a much larger than usual number of new memba3 joining - 88 in the year- &8 well as more members than expected renewing in advance of the l May 2024 duc date. The subscription rate has increased to £20 for 2024r25. as ad at the 2022 AGM. and given the current position the committee is not planning another inere&se for several years at least. Equipment costs in th¢ year included the purchase of two wrtable creditldebit Card terniinals. which allow us to take card paym¢nts at our monthly meetings for both subscriptions and l£t's Go bookings. Given the ditTiculties now experienced in handling &qsh due to the withdrawal of local banking faciliti¢& this has been much appr¢ciated by both members and the Treasurer. Designated funds hold monies from members in respect of of Let's Go trips, and hall hirelexpenses incurred by spla1 interest groups. £2500 w&s transferred in the year from the IA'S Go fund to general reserves.
Bankers Prineipal Addre8J Virgin Money 25 Manchester R Burnley BBII IHX Fielden Hall Ewood Lane Todmorden OL14 7DD Reserves Policy Th¢ reserves policy is to maintsin a level of general unrestricted fimds sufficient to cover around 6 months of an ordinary year's running costs to ensure that activities can be maintatned whilst s¢eking alternative funding. Reserves are more than adequate for this purw)se, and it is therefore intended to retain the £20 membership f¢e for severdl years at leasL while expanding activities and dealiug with increasing costs. The p)licy is reviewed annually by the TTUStees. Accounts The accounts have been prepared in accordance with the relevant wuimnents of the Charity Commission and have been reviewed and ae¢d by the Committee. An independent examination of the accounts was undertaken by Paul Fisher, Treasurer of Clitheff* U3A. His report is set out below. Independent Examiner's Report Report to tbe trustees of The University of the Thinl Age Todmonlen, chaiity no. 1145937, on accounts for the year ended 30 April 2024, set out on pages 45. I report to th¢ trustees on my eqminatIon of the CoUnts of the above ¢harity for the year ended 30 April 2024. As the charity trustees you 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 Charity's accounts carried out under s¢ction 145 of the 201 l Act and in carrying out my examination. I have followed the applicable Directions given by the Charity Commission under section 145(5Xb) of the ACL I have completed my elMInatiOn. I confirn] that no material matters have come to my attention in connection with the examination which give me cause to beli¢v¢ thaL in any material Tespect: Accounting r¢wrds were not kept in accordanrx with section 130 of th¢ ACL or The accounts do not accord with the accounting r¢cords. I have no concerns and have c<)me across no other matt¢rs in connection with the examination to which attentio ould be th?wn in order to enable a proper understanding of the attounts to be reached. Paul Fisher Treasurer, Clitheroe u3a 9 August 2024
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