2025-03-31-accounts - Heswall U3A

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‘aT aa . FOR ENGLAND AND WALES |Gh!| CHARITY COMMISSION

Trustees’ Annual Report for the period From 1* April 2024 Period start date to 315 March 2025 Period end date.

Charity name: Heswall U3A Charity registration number: 1152217 Objectives and Activities

I
Summary ofthe purposes of	Para 1.17
the charity as set out in its		retired from fulltime work. Including associated
governing document		activities conducive to learning, personal
		development and well-being in Heswall and its
		surrounding areas.
Summary ofthe main Para 1.17and activities in relation tothose	*'°
purposes for the public		physical nature. These are mainly in small topic
benefit, in particular, the		related interest groups formed by the members;
activities, projects or		monthly Speaker meetings and groups visits to
services identified in the		places of interest. New interest groups are formed
accounts.		and actively used by ourmembers thanks to the
		efforts of pro-active members who believe in the
		ethos of U3A’s. Learning is informal for the sake of
		enjoyment, friendship and self-fulfilment. There is no
		distinction between the learners and the teachers
		with a self-help collaborative learning approach.
		Members ofourU3A draw upon their knowledge and
		experience to teach and learn from each other.
Statement confirming	Para 1.18	The trustees have regard to this guidance in the
whetherthe trustees have		provision ofa range ofactivities organised by the
had regard to the guidance		members
issued by the Charity
Commission on public
benefit

Additional information (optional)	Additional information (optional)	Additional information (optional)
You may choose to include further statements where relevant about: sone reference Sd After initial funding support each Interest Group is
		Para 1.38	planned to be financially self-supporting with
Policy	on grant making		occasional funding being provided. Funds are used
			to provide for the administration ofthe U3A, to assist
			the funding of activities available to members and to
			support the setting up of newand progressive
			learning activities to widen the membership base.
Policy	on social investment		Funds are used to seek and support new members,
including program related investment		Para 1.38	also to widen the range and scope ofactivities and events.
			A considerable number of Members take on active
		Para1.38	roles,fromteachingandassistinglearning,through

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| a | CHARITY COMMISSION Independent examiner's |
| | FOR ENGLAND AND WALES! report on the accounts
Tmmle, |
Section A Independent Examiner’s Report
Report to the trustees/
On accounts for the year | 31 March 2025 Charity no | 1152217
ended (if any)
Set out on pages One CO]
| report to the trustees on my examination of the agcounts of the above
charity (“the Trust”) for the year ended 7! JOs OBS
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Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act’).
| 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, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention (atherthan-thatsisciesed-belew*) in connection with the examination which gives me cause to believe that in, any material respect:
- ¢ accounting records were not kept in accordance with section 130 of the Act or
- e the accounts do not accord with the accounting records

| 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.

IER

October 2018