2025-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2024 To 31/03/2025

Charity name: Burton on Trent University of the Third Age (u3a)

Charity registration number: 1146122

Objectives and Activities

Summary of the purposes of the charity as set out in its governing document	Our main purpose is for the advancement of education and, in particular, the education of older people and those who are retired from full-time work. This is by all means including associated activities conducive to learning and personal development, residing in Burton-on-Trent and its surrounding locality
Summary of the main activities in relation to those purposes for the public benefit,	Our main activities are achieved through a number of interest groups and social activities that are run throughout the year for and on behalf of our members
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	At all times the trustees have had regard to guidance issued by the Charity Commission.
Contribution made by volunteers	We are grateful for the many hours our volunteers have spent donating their time for the benefit of our members. Without this valuable contribution of time, energy and expertise we would not have been able to achieve so much

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.	During this year, we have had a mix of 14 committee members, 5 non-committee members, 56 groups, 67 group leaders and 940 members and what have we got? Well Burton u3a of course! Everyone has worked hard to ensure our u3a had been kept as good as it is and better than many. I want to thank everyone who has contributed in whatever form to keep us going through the past 12 months. We've had some great successes. Our membership has increased to 940 (and increasing), we have had new groups coming into existence, and many of our events have been very well subscribed. Every one of our events has happened by the work of our volunteer army of committee members and Group Leaders. Our committee members are elected for a maximum period of 3 years and it is now time for 5 committee members to retire after their 3 years’ service and we need volunteers to step up onto the committee to help take our u3a forward for the next stage in its progress. Please consider putting yourself forward for election to the committee to be that person to join the team. We currently meet on the first Tuesday of the month at 10 am for about 2 hours. Some of the highlights of the past 12 months have been the holidays to Sunderland and Thursford, day trips to Llandudno, Bakewell Market, Chester, Leicester and to see Peter Pan in Birmingham, two Quiz afternoons, two Talk & Teas, the Christmas Party at Pirelli Stadium, singing and folk concerts and very approximately 1,688 Group meetings throughout the year. Just Am - A - Zing! This will be my last report to you as I have served my three years as Chair and it is time for me to retire, as well. It has been an amazing period in office and I must pass on my sincere thanks to the committee for supporting me in making Burton u3a work. Some of my particular highlights are the introduction of online payment for membership fees, introduction of new interest groups, and the knowledge that we must be doing most things right as our membership keeps on growing. I must thank every one of those who make it all happen and offer you my best wishes as you go forward to 2026 and beyond.

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	At the end of the financial year our income was £99k and our expenditure was £90k Our surplus for the year was £8k. The bulk of this has come from a change in how we are managing out membership payments The committee are working to reduce our surplus and accumulated funds as we recognise we are a nonprofit making organisation. Our new committee will decide on the most appropriate actions to take and inform our membership accordingly.
Statement explaining the policy for holding reserves stating why they are held	We aim to keep a level of reserves that will cover 12 months of regular operating activity.

Structure, Governance and Management

Type of governing document	We are governed by our constitution
How is the charity constituted?	We are an 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	New trustees are appointed at the Annual General Meeting held in June for a three-year duration. If required additional trustees can be co-opted by the committee during the year to a maximum of fifteen. Co-opted committee members must be confirmed by appointment at the AGM.

Reference and Administrative details

Charity name	Burton on Trent University of the Third Age (u3a)
Registered charity number	1146122
Charity’s principal address	Riverside Church High St Burton on Trent DE14 1LD

Names of the charity trustees who manage the charity

|Trustee name|Office (if any|)|Dates acted if not for
whole year| |---|---|---| |Mike Payne|Chair|| |Neil Davenport|Vicechair|| |Rosemary Marsden|Business Secretary|4/2024-5/2025| |Katheryn Hines|Treasurer|| |Jane Kent|Beacon Coordinator|| |Valerie Bentinck|Events Secretary|| |Michael Bartlett|Interest Group Coordinator|| |Linda Walker|Membership Secretary|| |Beverley Bhaskare|Minutes Secretary|| |Jane Hance|Publicity Officer|| |Christine Davenport|Communications|| |Hugh Rodger|Accessibility
Business Secretary|6/2024-3/2025| |Bimal Jangra|Newsletter and website|| |Glynis Lewis|Events Hospitality|| |Dianne Needham||4/2024-6/2024| |Barry Appleby||4/2024-2/2025| |Alan Poore|Finance Assistant|8/2024-/3/2025|

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) M.E.Payne Full name(s) Michael Edward Payne Position Chair Date 20/10/2025

Burton-on-Trent Unlverslty of the Third Age Reglstered Charlty Number 1146122 Flnanclal Statements for the year ended 31 March 2025 Contents: Incomt and Expendltur• Accoun Sod41 Fund kcou Ind•pend•nt Examlnerfs Re

8URTONthTRErir UNIVERsifYoF7NeThiRD A6E INCOME ANLI EKPENI)trLIRE ￿(1x11 FOR TheYEAR ENDED 11 MAKH 202S Regi5ted Chanty numter 1146122 25 loz4 MembershfjpSubScrfp￿0nJ Onllne Memb￿h￿? Subxrfpt Meetlnls Geneial In¢•r•st Gri>up5 Inc￿• Glft THLAG Tiuit TryTh5fer Sth&y IncomÈ S￿3.(￿1 3.Y87.trJ 2.212. 3L416.81 974.19 7.606.10 3,178. 1,977.90 18,911.28 630.96 287.82 333.rxi 415.72 51.10 47,244.10 33,340.78 Eythdllurn EqulFTh4nt Meeiinv- 1,66Q34 3A75.76 74,399.75 2575. 1,3JO.thJ 780.04 252.90 l543.65 3.51Q.29 14,640 25 850. 260.C 618.87 195.58 2,404.TrJ 64.20 607.68 813.00 226.68 97.46 Gth¥Enl o•ch St•tK>nory V3A Cwptstkn Fees U3A CiA Ed￿tkn Lk¢h¢• TAM Poswff B￿con kntenc• s￿dry •xpffis•s P￿p￿1 Fee5 Squ4r• F 67.11 661.2 90Y.00 455.16 117.21 0.12 390.ts) 390.00 335.00 count Tr•nsf•r 41.047.69 27JS6,66 SURPLLIS FOR ThEYEAI 6.236.41 5.784.12 At¢￿￿￿￿t+d browht forn• 19,12731 13,343.19 AttmlAt•d Fund5 atlnd uly*v 25.363.71 19.127.31 Assets Net Assets Bank cunent a¢to P•ypil accowrt Square sh in hand 23.292.61 I￿71.11 16.046.77 a.[￿0.54 2x363.72 19.127.31

BURY014.ON.TAENf UP4NERSllY OFTHEThIRD Af SOCIAL FUND ACCOiIP FORniE Y￿R ENDED JI MARCH 2025 1024 Incom• SOd•lACtfv￿1e$. Lunches Sun￿ Vtyhs 4l556.30 &670.38 45.903.20 8.903.19 sm 54,811.39 Ixp•ndltur• 4L362.05 7,791.25 42.59795 8.46011 234.15 I￿16.15 10.70 333.00 LurKh l￿r￿he$ Wur Trfp Aehjnds Other ExpEn5 Tf•n¥fer Sq￿reTrI￿$1•rfMI 49.15638 53.752.86 Sodal Fwd Sury1￿l￿rihI y••r 2,074.30 1,058.53 Socl•l Fund A¢vJmul•t•db•l￿C•bT1X￿httOrn￿rd 4.10336 3,04413 Sod•l FmlSwWwuryl•dfffttAfrf 6,177.66 R•pi•Mrt•d by. P•ttycaJh Bank I￿oUnt. 5¢d•lActi¥llKes4W Squ•r•xctyJnt 6.17&61 98 4,C3.36 The¥15vV(le5wlthln thesooal F￿d ore r•tsdethe rn31n oblttts olth• •ndthlBii*em•rt Jes not lorm part ofth• fmal xcotsntsoltk tharty.

BURTON4)N-TREiif UNIVERSITY OF THE THIRD AGE INDEPENDEKf EXAMIMEIVS REPORTTOTHE TRusfEES FOR THE YEAR TO 31 MARCH 2025 I report on the accounts ofthe %)detyfor the year ended 31 March 2025 set on paBe l. Respectlve responslbilltles of tru5tee5 and examlner As the tharlt¢s trustees. you are re5ponslble for the preparatlon of the accounts: you consider that the audft requirement of Sertlon 144121 of the Charltles Act 2011 (the 2011 Acll does not apply. It Is my responsibility to state, on the basis of procedures specified in the General Dlrection5 8iven by the Charity Comm15sloners under sectlon 1451511bl of the Art whethèr partlcular matters have come to my attentlon. B¥s1¥ of IndepMd•nt •x•mlnerfs i•port My examinatlon wa5 carried out In accordwce wfth thè general dlrertlons ￿Ven by the Charlty Commlssloner& An examlnatlon indudes a review of the accountln8 records kept by the tharlty and a compar150n of the accounts presented wlth those records. It also Includes eonslderatlon of any unusual Items or dlsdosures In the accounts and seekln8 explanatlons from you as trustees conceming any such matters. The procedures undertaken do not provide all the evldence that would be requlred In an audlt and consequently I do not express an aud￿ oplnkjn on the ￿eW gfven by the accounts. Independent examlnerfs stst•rnent In connection with my examlnatlon, no matter has come to my attentlon., whlch 8tves me reasonable cause to belleve that In any materlal respect the requirements.. to keep accountlng records In accordance wlth Sectlon 130 ot the 2011 Act. nd to prepare accounts whlch accord wlth the accountln8 records and to comply wlth the accountln8 requirements of the 2011 Act. have not been met: or to whlth, In my oplnlon. attent￿n should be drawn In orderto enable a proper under51andlng of the accounts to bè reached. Wynnlatt-Husey Limited Wynnlatt Husey Ltd ChorteredAccountants The Old Bakehouse Dove Wall Uttoxeter 14 April 2025