**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¥llKes*4W Squ•r•xctyJnt 6.17&61 98 4,C*3.36 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