||**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
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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**|| |||||| **TAR** 1 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)** - The Charity’s organisational structure comprises a maximum of 5 Officers - You **may choose** to include (Chair, Vice Chair, Past Chair, Treasurer and Secretary). In addition - additional information, where between 5 and 10 other Committee Members can be appointed. On - relevant, about: occasion this might be exceeded to provide a change-over of roles. - policies and procedures adopted for the induction and The charity works with the Third Age Trust, West Midlands U3A Region training of trustees; and Shropshire U3A Network. - the charity’s organisational The Chair, Vice Chair and Past Chair shall have a maximum term of 2 - structure and any wider years. The Treasurer and Secretary shall have a maximum term of three - network with which the charity years. - works; - relationship with any related During the financial year the Executive Committee has approved actions parties; to: - Duty of Trustees, and - trustees’ consideration of - Expenses Policy - major risks and the system and procedures to manage Existing policies relating to Data Protection and Privacy of Members data - them. continue. ## **Section C Objectives and activities** **TAR** 2 Nov 2025 |**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)** **TAR** 3 Nov 2025 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **TAR** Nov 2025 4 ## 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.||||| **TAR** Nov 2025 5 ## **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: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **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 **TAR** 6 Nov 2025 **Position (eg Secretary, Chair,** Treasurer **etc) Date** 3 Nov 2025 **TAR** Nov 2025 7 ## **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