AGM 2025
CHAIR REPORT TO CHARITY COMMISSION
This year (2024-2025) our u3a has made several achievements:
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We have increased our membership by 68 new members ;
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refreshed the newsletter at the beginning of the year and gave it a new look;
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The website was also improved with a more logical layout and better graphics, and also remodelled to work better on mobile phones;
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We held a survey and received good feedback from our members about what works and what could be improved which has formed the basis for an action plan of improvements;
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We put a Displays Team together who organised and ran several stands at local events which resulted in new members. They will be continuing next year with this;
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We recruited a member to update and run our Social Media pages; to try and not only inform our members of events, but try to attract nonmembers who use Facebook & Instagram;
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Four new groups were started up by our enthusiastic group leaders which also attracts new members – we now have 53 groups;
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I have visited neighbouring u3a’s and as a result they have sent their Chair’s and Committee members to visit us and have taken our ideas back to improve their own meetings;
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We ran many more visits and events this year, for example, a Gardening group holiday was arranged which took in over £12,000 and numerous garden visits; there was a Walking Holiday and coach trip to Grassington; Local History arranged some trips and there were visits to various
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museums, local businesses, experiences and so on.
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We had a Groups Showcase event, New Members Meeting and Volunteers Thank You Events.
Additionally we have found a member to examine our accounts next year.
Normally our u3a does not exceed the £25k threshold and so we have not had to submit a report before. As mentioned earlier, our Gardening Group Leader
arranged a holiday in the summer which took in over £12k putting us over the limit. The holiday broke even and was a great success with members.
Our Trustees study a quarterly financial report which is prepared by the Treasurer to check that spending and income are in line with the budget and to identify any potential issues before they become a problem. This has never been the case.
Sharon Rupp, Chair.
Below is our Treasurers Report.
West Wolds U3A AGM - November 2025
Treasurer's Report 2024-2025
As Trustees, your committee members are responsible for handling the Charity’s funds with care and ensuring that spending is in line with our stated objectives. Our accounts are examined at the end of the year and submitted to the Charity Commission.
Our Statement of Accounts includes the money handled within our Interest Groups and we rely on Group Leaders to keep accurate financial records and to obtain receipts for any payments they make. Thank you to the Group Leaders who managed to get their figures and supporting documents to me.
The Committee sets a budget each year for the main items of income and expenditure and monitors it through the year to check things are going to plan.
We have continued to save money during this period by issuing a monthly Newsletter which is emailed to everyone or posted to those few who don’t use email.
This still left us with a reasonable bank balance at the end of August 2025, so the Committee have been able to keep the Individual Membership at £18, Joint Membership at £34, with the Associate Membership at £5 for those members who belong to other u3as, and we have been accepting payments since June for the new 25-26
financial year. This year I have noticed that many members have made use of the online membership form which is emailed direct to me as the Membership Secretary. This makes it easier for both the members and the Membership Secretary.
Many Members are already making use of online BACS payments to renew their membership, although we are still able to take cheque or cash payments at General Meetings. We also have a Contactless card reader to be able to take card payments at General Meetings, although we do have to pay a small fee to the vendor, so the u3a does not get the full amount into our account.
I am also grateful for all the members who have signed the Gift Aid box, we claimed and received a payout from HMRC of over £1100 within a few days, which enables us to keep our fees down this year and next. If not for this claim, we would have had to put the fees up next year.
The Committee would like to thank Steve McCarthy, our Accounts Examiner, who has spent many hours checking through all the records and paperwork to confirm our Statement of Accounts is correct.
We will monitor spending as the year progresses to ensure that in 2025/26 the West Wolds u3a is financially viable for the future.
Terry Francis – Treasurer & Membership Secretary – 13/11/2025
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name West Wolds u3a
2024/2025
On accounts for the year ended Charity no (if any)
1149555
Set out on pages
1
11(remember to include the page numbers of additional sheets)
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2025.
As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Signed:
Date:
03/01/2026
Name:
Stephen McCarthy
Relevant professional qualification(s) or body (if any): 1 October 2018
IER
N/A
Address:
34 Linwood Road, Market Rasen, Lincolnshire, LN8 3QE
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER