## **Trustees’ Annual Report for the period**
**From 01.04.24 Period start date To 31.03.25 Period end date**
## **Charity name: Wellingborough & District U3A**
## **Charity registration number: 1146852**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**For the advancement of education and, in**
**particular, in older people and those who**
**are retired from full time work by all**
**means, including associated activities**
**conclusive to learning, development and**
**wellbeing.**|
|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|**The main purpose centres around self**
**help groups of all types, organised and**
**managed by a Group Leader. In addition,**
**Monthly Meetings are organised for**
**members which include a Speaker and**
**Raffle when possible and notices**
**announced of national and local**
**activities. During the continuation of the**
**Coronavirus pandemic, meetings were**
**conducted by Zoom until face to face**
**meetings could be re-commenced.**
**Monthly newsletters prepared and**
**emailed or posted to every member.**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees are aware of and have had**
**regard to the commission’s public benefit**
**guidance when making decisions. They**
**are aware that the charity’s purpose is to**
**benefit their members in general and not**
**give rise to more than incidental personal**
**benefit.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference|
|---|---|
||Para 1.38|
|Policy on grant making||
||Para 1.38|
|Policy on social investment||
|including program related||
|investment||
|Contribution made by
volunteers|Para 1.38|**All members are volunteers. These**
**contributions include taking on the**
**Officer Roles and Members of the**
**Committee, and Group Leaders managing**
**and running individual groups. All**
**members are eligible to be involved in**
**running the monthly meetings.**|
|---|---|---|
|Other||**Bank reserves are in line with the Charity**
**Commission’s recommendations; namely**
**to hold 6 months operational costs to**
**meet any unforeseen expenditure. Our**
**reserves are free and unrestricted and**
**shown as Savings on the Receipts and**
**Savings Account.**|
## **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 is open to all who meet**
**our entry requirements – namely, by not**
**being in full time work. The main aim of**
**our charity is to provide an environment**
**for our members where they can further**
**their wellbeing. We encourage our**
**members to create groups of any**
**description, perhaps by using their own**
**knowledge and expertise, and to offer**
**places to the membership. Our aim is**
**also to provide a sociable and welcoming**
**atmosphere at our monthly meetings,**
**groups and events.**
**By offering the above we believe our**
**members obtain long term benefit by**
**belonging to and participating in our**
**organisation.**|
## **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|**The Charity’s financial position at the end**
**of the period shows a credit balance**
**totalling £11603**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Our reserves are unrestricted funds. They**
**are held to meet any unforeseen**
**expenditure which may occur as a result**
**of a decrease in income, increase in**
**costs or unexpected capital expenditure.**|
|Amount of reserves held|Para 1.22|**£5228**|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
## **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|
**The main source is the membership fee**
**of £15 per annum.**
**Net proceeds from a monthly raffle held**
**at the monthly meetings.**
**Annual Interest from the Savings**
**Account.**
**Groups are self financing and used for**
**the running of the group – this income is**
**restricted.**|
|---|---|---|
|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|**Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Unincorporated Members 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|Para 1.25|**Trustees are elected at the Annual**
**General Meeting**|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|**All Trustees are required to read and sign**
**a copy of the Trustee’s Code of Conduct**
**annually. In addition, all new Trustees are**
**sent a link to the National U3A’s**
**Induction video presentation.**|
|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|Wellingborough & District U3A|
|---|---|
|Other name the charity uses|None|
|Registered charity number|1146852|
|Charity’s principal address|89 Alexandra Road
Wellingborough
Northamptonshire
NN8 1 EG|
|||
## **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|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||SallyMuldowney|Chair|01.04.24 – 06.12.24||
||Julia Heathcote|Chair|06.12.24 – 31.03.25||
||Margaret Addie|Minute Secretary|||
||Helen Jane Grant|Admin Secretary|06.12.24 – 31.03.25||
||Helen Veronica
Hinsley|Treasurer|||
||John Garside|Website Co-
ordinator|01.04.24 – 06.12.24||
||Helen Veronica
Hinsley|Website Co-
ordinator|06.12.24 – 31.03.25||
||Marion Green|Membership
Secretary|||
||Sandra Kemp|Groups Co-ordinator|||
||Patricia Heed|Newsletter Editor|||
||Julia Plusquellec|Social Secretary|||
||SallyMuldowney||06.12.24 – 31.03.25||
||David Ballard||||
||||||
||||||
||||||
## – 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)**
**Full name(s)** Julia Kathleen Heathcote
Position (eg Secretary?
Chair, etc)
Chair
Date
## COMBINED BALANCE SHEET RELATING TO YEAR ENDED 31.03.2024
||TOTAL CREDIT|TOTAL DEBIT|BALANCE|
|---|---|---|---|
|ADMIN ACCOUNT||||
|Balance as at 01.04.23|||11571.66|
|ADD Receipts|9355.09||20926.75|
|LESS Expenditure||10891.83|10034.92|
|GROUPS ACCOUNT||||
|Balance as at 01.04.23|||6038.54|
|ADD Receipts|18164.48||24203.02|
|LESS Expenditure||17953.98|6249.04|
|SHAWBROOK SAVINGS||||
|Balance as at 01.04.23|||5155.23|
|ADD Interest|36.09||5191.32|
1
:
,
## independent Examiner's Report to the Trustees of Wellingborough and District University of the Third Age
| report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2025 which are set out on pages 1 and 2.
## Responsibilities and basis of report
As the charity's trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
| report in respect of my examination of the charity's accounts carried out under section 145 of the Act and in carrying out my examination | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**----- Start of picture text -----**
|
**----- End of picture text -----**
## Independent examiner's statement
| have completed my examination. | 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 charity as required by section 130 of the Act; or 2. the accounts do not accord with those records
| 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.
oF
David Kelland
Independent Examiner
Meadows & Co Limited
Headlands House 1 Kings Court Kettering Parkway Kettering Northants
NN15 6WJ
17 August 2025