## **Trustees’ Annual Report for the period** **From 01/05/2021** Period start date Period end date ## **To 31/04/2022** ## **Charity name: Beeston u3a** ## **Charity registration number:1152882** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the Para 1.17 The charity’s object is the
purposes of the charity advancement of education and in
as set out in its particular the education of older
governing document people retired from full time work, by
all associated activities conducive to
learning and personal development in
Beeston and surrounding areas.
Summary of the main Para 1.17 and To meet our charitable objectives,
1.19
activities in relation to Beeston u3a runs a wide range of
those purposes for the groups that offer activities to meet
public benefit, in the varied needs and interests of our
particular, the activities, members. The range of groups is such
projects or services that we endeavour to meet social,
identified in the physical, intellectual and spiritual
accounts. needs. These groups are facilitated by
volunteers from within the
membership.
Statement confirming Para 1.18 The Trustees have regard of the
whether the trustees Charity Commission guidance on
have had regard to the public benefit in meeting the
guidance issued by the charitable object of Beeston u3a to
Charity Commission on the benefit of members and in
public benefit publicising its activities to the wider
public of those no longer in full-time
employment.
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## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Not applicable Para 1.38 Policy on grant making Not applicable Para 1.38 Policy on social investment including program related **----- Start of picture text -----**
investment
Beeston u3a is run by its members for
Para 1.38 its members. All members are
Contribution made by volunteers. There are no paid
volunteers workers.
Other
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## **Achievements and Performance** SORP reference We began holding our monthly Open Meetings on Zoom in March 2020 and were delighted when in September Summary of the main Para 1.20 2021 we were able to hold our first achievements of the Open Meeting for almost two years in charity, identifying the person. These meetings have difference the charity’s continued both in person and via work has made to the Zoom. On the 18th June 2021 we circumstances of its celebrated our 10th anniversary as a beneficiaries and any u3a by holding a virtual afternoon tea wider benefits to society via Zoom. as a whole. Maintaining groups through the Pandemic has been an amazing task and is a testament to the hard work both from our facilitators and our groups co-ordinators. During the first part of 2021 there were over 50 groups running using various technologies such as WhatsApp and Zoom. By July, outdoor groups were beginning to meet in person and by September many of the indoor groups were meeting face to face following the Third Age Trust guidelines as well as those set out by the government. Risk assessments were in place for inperson meetings but some of our groups such as Desert Island Discs have remained on Zoom as they were more suited to this format. In January we held a training event along with a ‘thank you’ lunch for our group facilitators; the subjects covered ranged from publicity to succession planning and included information about our upcoming Group Fair in March. The Group Fair was a huge success with over 200 existing members and new members attending to view the wealth of groups that we have to offer. Over 70 groups were represented with performances from the Ukuleles, Recorders, Scottish Country Dancing and the Let’s Make Music groups. Events during the year for members have included two Zoom quizzes, a Christmas Wreath Making workshop and an extremely successful Fine Wine tasting evening, a quiz night at a local Golf club and a Murder Mystery Evening which was great fun. Throughout the pandemic we produced a monthly bulletin which has kept us all updated on the everchanging situation relating to groups and a variety of other subjects of interest to the membership. The Group Fair special bulletin in March was our last monthly one as we have now reverted to the quarterly Newsletter. The use of the Beacon system for membership lists, finances, emailing and Groups information is now well established and several training sessions have been run through out the year to help new facilitators understand its operation and uses. We have worked on developing and improving our overall publicity and website to raise the profile of Beeston u3a within the community. One of the duties that the trustees on the committee hold is to ensure that all our policies are kept up to date. We have tackled a number of policies this year; all of which are on our website. With a focus on managing our finances more efficiently, we have been promoting the use of online payments and the use of PayPal. The purchase of two card readers has also made the handling of cash less frequent. Using Beacon for the groups to record their finances has also made dealing with accounts much more efficient. Our u3a is part of a much wider movement which is supported by the Third Age Trust (TAT). They give advice and offer training and produce the quarterly magazine, Third Age Matters. TAT also run workshops and competitions, one of which was a National Creative Writing competition. One of our members was among the 12 shortlisted entries out of 382 members who entered. We are also involved with our East Midlands Region with three of our committee members running workshops at Regional Conference in September; one on Trustee Induction and the other on giving Presentations to groups, both of which were well received by the delegates. Our membership at the end of the year 2021/2022 stood at 967. We have been delighted with the support we received from our members during the difficult times caused by the pandemic as this has enabled us to continue thriving and extending the range of groups that we can offer. ## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 Beeston u3a has emerged from the
financial position at the Covid-19 pandemic in a good financial
end of the period position. We were in the fortunate
position of having strong cash
reserves to see us through the
pandemic, as affiliation fees to the
Third Age Trust had to continue to be
paid even though u3as were unable to
fully operate. It was also very
gratifying that members of Beeston
u3a remained loyal and renewed their
memberships during the pandemic,
despite the limited activities we were
able to offer.
The total of all receipts for the year
ended 31 March 2022 was £33,569
compared to £13,068 last year, and
£57,566 the year before which was
the last year before the pandemic.
The number of Group activities and
events has slowly increased during
the year as we have re-opened, and
advance subscriptions and new
members joining have helped boost
our income.
The £1,834 receipt from HMRC is for
Gift Aid on membership subscriptions.
Payments have increased this year as
activities have increased. We spent
£28,299 compared to £11,214 last
year, and £51,271 the year before pre
pandemic. Group and Social Accounts,
which are supposed to roughly
breakeven, were about 58% of our
total expenditure. We have supported
Groups to keep them going as much
as possible during the pandemic,
subsidising room hire costs until they
can get back to normal attendance
levels, and responding to requests for
support to improve the experiences of
members.
Total income for the year in the
General Account was £4,283 higher
than expenditure. Total funds held in
the HSBC General Account at 31
March 2022 were £20,139, which is
about £4k higher than last year.
However, £12,300 of this is member
subscriptions paid for the next year
ended 31 March 2023, and 31 March
is the high point for our bank balance
because payments to the Third Age
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Trust become due in April and May
each year. The Savings Account is our
emergency reserve balance,
something many other u3as wished
they had had during the pandemic.
Statement explaining Para 1.22 Reserves are held in a separate bank
the policy for holding account to cover estimated fixed
reserves stating why costs for one year if Beeston u3a was
they are held unable to operate and collect
subscriptions from its members.
Amount of reserves held Para 1.22 £8000
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Unincorporated Members Association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Elected by members at the AGM
methods including
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
All new trustees have a detailed
induction session with a focus on their
Policies and procedures legal responsibilities.
adopted for the Para 1.51 The trustees maintain a good working
induction and training of knowledge of charity law and best
trustees practice by attendance at courses run
by the Third Age Trust and by
information provided by the Charity
Commission which is disseminated to
trustees. This knowledge and
awareness of best practice is
supported by attendance at national,
regional and local meeting including
the Nottinghamshire Network of u3as.
The committee/trustees administer
the charity. The committee meets
The charity’s monthly to review the affairs of the
organisational structure Para 1.51 charity and to consider the financial
and any wider network position.
with which the charity
works
The charity has no related partners.
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Beeston u3a
Other name the charity
uses
Registered charity 1152882
number
Charity’s principal 48 Clarkes Lane
address Beeston
Nottingham
NG9 5BL
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
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20
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## Corporate trustees – names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s)** **Position (eg Secretary, Chair, etc)** **Date** A nnEkiniv A 4 APPENDIX A2 Section B Statement of assets and liabilities at the end of the period Unrestrfcted nds t￿r￿are$l£ Restrfcted nd5 b>nearut£ Endowment funds earestt B1 C85hlunds ,139 8.03$ 3.983 Il94 Total cash fvnds 6.177 Restrfcted ErKlowment Jnd5 funds nEa¥ESt£ bj nearut£ to r4eaFeSt£ CurrÈntv** Det3ils asset 83 Investment assets Fl￿ iDwhKh c05iloptiDn￿l Cut¢enivalue etails charity's own use FU￿ to¥thKh DeTrails B5 LiabÉlities &gr*d b*dr ol ￿ltr￿trUstees Date of rov Ptint Name CCXX Rl ac¢wrts ISSI 07￿￿20 chi￿11 Noth"ngham NG9 SPA Section B Dssclosure Only ￿rnplete . ie exaimifjer needs to hIgh￿Ight material matters ol concern (see CC32. Independent examinakn'on of thanty accounts". directions 8nd guidan￿ for examiners). Give here brief details of any items that the examiner wishes to di5¢1ose. IER Oct 2018