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2025-08-31-accounts

Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report for theperiod for theperiod for theperiod
From Period start date To Period end date
01 Sept 2024 31 Aug 2025

Section A Reference and administration details

Charity name Shrewsbury U3A Other names charity is known by None Registered charity number (if any) 1148657

Charity's principal address c/o Dyke Yaxley 1 Brassey Road Old Potts Way Shrewsbury Shropshire Postcode SY3 7FA

Names of the charity trustees who manage the charity

1
2
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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)
Mike Reece Chairperson
Paul Claus 21/10/2024
Patti Cooke
Jan Dale
Russell Game Secretary 19/09/2024
Ian Hallworth Treasurer 09/10/2024
Ian Tanner
Frank Valander
Alwyn Winter
Keith Winter
Don Burgess
Pat Coultard-Jones
Alison Ford
Norman Jones
Mike Masterson Past Treasurer
JennyMasterson
Jonathan Mutch
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year

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Nov 2025

Names and addresses of advisers (Optional information)
Type of adviser
Name
Address		 Names and addresses of advisers (Optional information)
Type of adviser
Name
Address		 Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Constitution – revised 18 October 2021 Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Officers and other Committee Members are appointed by the membership Trustee selection methods at the Annual General Meeting in October, following year end August. (eg. appointed by, elected by) Trustees may be appointed by the Committee within the year, to fill vacancies and to prepare for taking on a role from a predecessor.

Additional governance issues (Optional information)

Section C Objectives and activities

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Summary of the objects of the
charity set out in its governing
document
Summary of the main activities
undertaken for the public
benefit in relation to these
objects (include within this
section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public benefit)		 The charitable purpose of Shrewsbury U3A is the advancement of
education and in particular the education of older people and those who
are retired from full-time work, by all means including activities conducive
to learning and personal development, in Shrewsbury and its surrounding
locality.
The charity carries out the following activities in relation to the objects:

Monthly Meetings in the Walker Theatre, Shrewsbury or other
venue as necessary, with an invited Speaker to which all members
are invited.

At the end of the year (December or January), the monthly event
takes the form of a Social. This might be U3A members performing
music, poetry, readings. Alternatively, an Entertainer or key
Speaker may be hired.

At the year-end there were 1271 members and 114 groups
operating within the charity meeting on an at least monthly basis.
The groups cover a wide range of indoor and outdoor activities.
Members can belong to one Study Group or many more – there is
no limit other than their time available.

In order to better manage the growing number of groups these
have been organised into 8 categories, each having a Category
Lead.

A monthly Newsletter is circulated to all members (either
electronically or in printed form) giving details of the charity’s
recent and forthcoming activities.

A monthly Coffee Afternoon is organised as a drop-in centre for
potential new members and a meeting place for existing members.

A Theatre Group offering coach travel to attend a regional theatre
production.

A Trips Group offering day trips to various historical sites or cities
in the UK

Additional details of objectives and activities (Optional information)

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You may choose to include further statements, where relevant, about:

Section D Achievements and performance

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

Achievements andperformance Achievements andperformance Achievements andperformance Achievements andperformance Achievements andperformance
The headline income and expenses as reported to the Charity
Commission and available to the public are £36,285 and
£32,287. However, these numbers include the Groups: Trips,
Theatre, and Calligraphy. For most of this report I will comment
on the accounts of Shrewsbury u3a, with a note on Groups at
the end.
Fiscal Year FY 24 25 FY 2324
u3a Groups u3a Gr
Income £24,500 £11,800 £19,500 £1
Expenses £24,900 £12,400 £18,000 £1
So, looking at Shrewsbury u3a (below) it can be seen that the
u3a had a small defcit, this being mainly due to enhancement
work on ARDA, our IT management system, some of which was
originally budgeted for in the previous fnancial year. Income
from Shrewsbury U3A’s collaboration with The Shropshire Wild
Life Trust of £2840, meant the defcit was smaller than
otherwise would have been.
u3a
FY 24 25
FY 2324
Income
£24,500
£19,500
Expenses
£24,900
£18,000
Surplus /
Defcit
-400
£1,500
This year has seen a continued growth in membership.
Membership is now 1271, from 1160 last year, a rise of 8.8%.
Membership is the main source of income.
Many expenses are also driven by membership, but in this year
there has also been some cost infation over 23/24. However,
some expenses should be noted:
-
Speaker and speaker room hire was almost the same
as last year.
-
Ofce cost increase from £360 to £675, partly due to
unforeseen membership costs.
-
We have not spent anything on equipment this year.
Last year we spent £1000.
-
IT remediation (Arda enhancement) was £7400 much
higher than the £900 in 23/24, but as stated above
some of this work was budgeted in 23/24.
The reserves of the u3a remain strong: £20,600 excluding
groups, equivalent to roughly 10 months of our anticipated
spend in the year to come.
Consequently, the Committee is recommending that the
Membership Subscription Rate should be unchanged at £15 per
member.
Groups: The requirement is that groups must be self-funding.
So, income should match or exceed expenses. It can be seen
that this is the case.

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Section E Financial review

In order for the charity to manage the variable timing of income and Brief statement of the expenditure, a reserve sum equivalent to 6 months income will be charity’s policy on reserves maintained. At the financial year end 2024-2025 the reserves held were nearly the equivalent of one full year.

Even allowing that ongoing enhancement of Arda may cause deficits, we consider that the reserves are strong, and do not anticipate a need to change or lift subscriptions.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Ian Hallworth

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Position (eg Secretary, Chair, Treasurer etc) Date 3 Nov 2025

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U3A SHREWSBURY

Receipts and Expenditure for the Year Ended 31 August 2025

Receipts:
Subscriptions
PayPal & SumUp Commission
Net Subscriptions
Gift Aid
Newsletter Advertising
Grants and Donations
Interest
Group Courses - Trips/Theatre/Golf Croquet
Payments:
Third Age Trust Membership/Insurance
U3A Magazine mailing
Room Hire - Speakers
Speakers' Fees
Palmers Café
Social
Newsletter, printing (Inc. AGM supplement)
Newsletter Postage
Membership Stationery
IT Remediation & Enhancement
IT Support Costs
Equipment
Committee + Office
Sundry / Gifts
Publicity - u3a day, Flower Show, print
Manage Expenses Funds
Group Courses - Trips/Theatre/Golf Croquet
Surplus/(deficit)
Surplus brought forward from previous year
Surplus carried forward to next year
Represented By:-
Bank Accounts
Current Account
Deposit Account - Lloyds
Shawbrook Deposit Account
Theatre Group Bal - to u3a
PayPal account
Accrued Income
Accrued Expenses
Net assets
Prepared by Ian Hallworth Treasurer
Examined and found correct in accordance with acc
S Tarr, Chartered Accountant		 U3A
£
19,766.00
(434.13)
19,331.87
2,064.00
0.00
2,850.06
158.05
24,403.98
4,560.00
2,732.88
3,766.92
968.00
390.00
1,364.50
1,453.00
340.00
675.88
7,431.00
178.78
0.00
441.24
89.99
107.25
357.60		 Groups
£
11,880.73
11,880.73
12,430.29		 2025
£
19,766.00
(434.13)
19,331.87
2,064.00
0.00
2,850.06
158.05
11,880.73
36,284.71
4,560.00
2,732.88
3,766.92
968.00
390.00
1,364.50
1,453.00
340.00
675.88
7,431.00
178.78
0.00
441.24
89.99
107.25
357.60
12,430.29		 2024
£
17,601.50
(363.48)
17,238.02
1,865.87
330.00
0.00
63.72
12,909.20
32,406.81
4,176.00
2,232.28
3,678.00
920.00
497.80
1,421.25
1,263.00
480.00
337.27
894.00
178.69
1,073.78
259.40
236.98
342.60
0.00
10,778.85
24,857.04 12,430.29 37,287.33 28,769.90
(453.06)
20,954.34
20,501.28
2,631.43
5,136.61
10,110.95
100.00
458.29
18,437.28
2,064.00
0.00
20,501.28
0.00		 (549.56)
3,935.10
3,385.54
3,385.54
3,385.54
3,385.54
0.00		 (1,002.62)
24,889.44
23,886.82
6,016.97
5,136.61
10,110.95
100.00
458.29
21,822.82
2,064.00
0.00
23,886.82
0.00		 3,636.91
21,252.53
24,889.44
18,553.31
5,089.51
0.00
100.00
1,146.62
24,889.44
0.00
0.00
24,889.44
0.00
10-Sep-25
9/10/2025
ount books and receipts

Susan J Tarr

CHARITY COMMISSION FOR ENGIAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the truste0$ Shrewsbury U3A On accounts for the year ended 31 August 2025 Charity no lif any) 1148657 S•t out on pag88 I report to the trustees on my examination of the accounts of the a￿ve chanty Ilhe Trust") for year ended 3110812025. Re$ponsibilitle8 arKI basis of roport As the charity's trustees. you are responsible for the preparation of the accounts in accordancé with the requirements of the Charities Act 2011 {'Ihe Act.). I ￿port in respect of my examination of the Trust's accounts carri8d out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Dire¢tions given by the Charity Commission under section 145(5)(b) of the Acl. Independent •xaminerfs 8tst•m•nt I have completed my examinalion. I confinn that no material matters have come to my attenlion in connection with the examination which gives me cause to believe that in, any matenal respect: the accounting records not kept in accordance with section 130 of the Charities Act., or the a¢¢ounts did not accord with the accounting records., or the accounts did not comply wrth the applicable requirements concerning the fonn and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounls give a 'true and fair, view which is not a matter considered as part of an indeFendent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the aGcount$ lo be reached. Signèd: 10 September 2025 Name: Susan J Tarr Relevant professional qualification{s} or body (rf any): 8Sc ACA Instrtute of Chartered Accountants in England and Wales Address: 67 Ellis Pelers Drive Telford TF3 1AW IER Oct 2018