## **Trustees’ Annual Report for the period** **From** 1 April 2020 **To** 31 March 2021 ## **Reference and Administrative details** **Charity name:** Yate & Sodbury District University of the Third Age (U3A) **Charity registration number:** 1150627 **Charity’s principal address:** 23 Carmarthen Close Yate Bristol BS37 7RR ## **Structure, Governance and Management** ## **Description of charity’s trusts** : |Type of governing document|Constitution adopted 27thSeptember 2007,
amended 16th
April 2014, amended 19thApril 2018| |---|---| |How is the charity constituted?|Unincorporated association| |Trustee selection method|New Trustees are either proposed and seconded by
members and formally elected at an AGM held in
April and serving a three-year term or formally co-
opted by agreement of existing Trustees for a one-
year term.| ## **Additional information (optional)** |Procedures for the induction and
training of trustees|Incoming trustees now attend a Trustee Induction
Course run by the Third Age Trust.| |---|---| |The charity’s organisational
structure and any wider network
with which the charity works|The charity is affiliated to the Third Age Trust, the
umbrella body for Universities of the Third Age. It is
also a member of the South West Region
Association of U3As| 1 ## **Names of the charity trustees who managed the charity April 2020 – March 2021** **----- Start of picture text -----**
Name of person
Dates acted if not (or body) entitled
Trustee name Office (if any)
for whole year to appoint trustee
(if any)
1 Janet Stuart Chair
Patrick Mills Vice Chair
2
3 Marilyn Heffer Treasurer
4 Lute van der Park Secretary
Pauline Clark Trustee
5
6 Jean Crispin Trustee
Chris Brown Trustee
7
Elaine Stone Trustee
8
9 Moira Jenkins Trustee
10 Annie Browning Trustee
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**Names of the charity trustees who manage the charity from April 2021** **----- Start of picture text -----**
Name of person
Dates acted if not (or body) entitled
Trustee name Office (if any)
for whole year to appoint trustee
(if any)
1 Janet Stuart Chair
Patrick Mills Vice Chair
2
3 Marilyn Heffer Treasurer
4 Lute van der Park Secretary
Pauline Clark Trustee
5
6 Jean Crispin Trustee
7 Binny Fraser Trustee
8 Barry Miller Trustee
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2 ## **Objectives and Activities** **----- Start of picture text -----**
Summary of the purposes of the The advancement of education and in particular,
charity as set out in its governing the education of older people and those who are
document retired from full time work, by all means including
all associated activities conducive to learning and
personal development in the Yate and Chipping
Sodbury district.
Summary of the main activities in Creation of Interest Groups for our members to
relation to those purposes for the facilitate learning via a wide of range of activities.
public benefit, in particular, the These will be at a much lesser cost than equivalent
activities, projects or services educational bodies.
identified in the accounts. Membership of Yate & Sodbury District U3A is open
to individuals who are interested in furthering the
work of the U3A and who have paid the annual
subscription.
Statement confirming whether the Yate & Sodbury District U3A confirms that it
trustees have had regard to the continues to carry out its activities for the public
guidance issued by the Charity benefit and that, in doing so, the trustees have had
Commission on public benefit regard to the Charity Commission’s public beneft
guidance where relevant.
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## **Achievements and Performance** Summary of the main This year from April 2020 to March 2021 it was achievements of the charity. difficult to conduct our full range of normal meetings and activities due to Covid19 lockdowns and restrictions. However, where possible groups were able to carry on by meeting online or outside in small groups and even in between lockdowns indoors under covid safe protocols. Yate & Sodbury District U3A has maintained an Executive Committee of Trustees, new Trustees were appointed in April 2020. During the year the Committee organised online speaker meetings for the benefit of all members and continued to publish quarterly newsletters. As of April 2021, we had 1,220 members and 80 groups covering a wide range of interests. 3 Financial Review Review of the chanty's financial p)sthon at the end of the ￿n0d Bank axx)unt balance as of 31 March 2021 was £6,829.36 The policy for holding reserves Yate & Sodbury U3A aims to maintain a level of reserves of about six nN)nths ex￿ndIture. This is in line with Chanty ConYniss*)n guKlan Reasons for hol¢Jing zero reserve5 WA Details of fvnd materialty in def￿rt None Explanation of any uncertaint￿$ atx)ut the charity continuing as a going COn￿M The membership is grcAving again after the pandemic and the members of the Committee are confident there is via￿"11ty of Y*e & Sodbury DistrKt U3A continuing as going concem Declarations The trustees declare that they have approvod the trustees. report above. Slgned on behalf of the charity's trustees Slgnature: Full name: Janet Elizabeth Stuart Position: Chair Date: 15 November 2021 **----- Start of picture text -----**
Yate & Sodbury District U3A Statement of Accounts: all accounts Year to 31 [st]
March 2021
Category Income Expenditu
re
Membership £
10,536.00
Gift Aid £ 1,770.00
Donations £ 179.19
Miscellaneous £ 8.00 £ 20.78
Social Group Activities £ £
15,568.46 15,568.46
Postage £ 681.73
Beacon Subscription £ 1,516.00
Capitation Fee £ 5,306.00
Communications £ 3,606.34
-
Equipment
Committee Expenses £ 6.19
General Activities £ 60.00
PayPal commission £ 113.73
Speaker Fees £ 350.00
-
Group Activities
Printing £ 53.50
Sub-totals £28,061.6 £27,282.7
5 3
Gain /Loss on Year £778.92
Brought forward £ 6,050.44
Total £
6,829.36
Balance Sheet at 31/03/2021
Current Account £ 6,829.36
PayPal Account £ 0.00
Total to carry Forward to 2021/22 £
6,829.36
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