## **Arnold u3a** ## **Registered Charity No. 1153672** **Annual Report to the Charity Commission for Year ended 31[st] October 2022** Arnold u3a is managed by a committee that is appointed or reappointed at the Annual General Meeting held in March each year. The committee are the trustees of the Arnold u3a Charity. The constitution adopted on 6[th] March 2018 is the governing document of Arnold u3a. Membership of Arnold u3a is open to older people and those retired from full time work living in Arnold and its surrounding area. The members of the u3a form interest groups that are managed by members of the u3a who share their knowledge and expertise with the group. No qualifications are sought or offered . Learning is for its own sake , with enjoyment being the prime objective, not qualifications or awards. Groups are self-financing and meet in a variety of venues. Arnold u3a has fifty nine groups that could be divided into those providing an opportunity to learn (e.g languages, history , psychology, science , Shakespeare and classical music ); others that encourage the creative arts ( e.g art and painting, patchwork and quilting , photography) whilst some provide an opportunity for members to meet up and enjoy shared experiences of theatre and cinema visits, play board and card games . In addition to these groups there are those that cater for the physical well being of their members offering the opportunity to exercise together …..Arnold has several walking groups and a Yoga group that meet regularly throughout the year. The philosophy of the u3a movement “Learn, Laugh, Live “ is behind all group activities as is the principle “by the members for the members”. ## **Chairman’s Report** Another year and although Coronavirus is still around the effects of the virus are not now as severe as they once were so hopefully do not last as long. We have had another successful year at Arnold u3a with most groups continuing to grow and flourish. We do lack music and dance groups so let’s see if we can remedy that this coming year. The Drama group managed to stage yet another Murder Mystery play at Mapperley Golf club and provide the entertainment for the Christmas party. A big Thank You to all group leaders who continue to lead and inspire with all the hard work, dedication and sense of fun to make their sessions enjoyable. September 2022 was a month of celebrations as the u3a movement was 40 years old. The Nottinghamshire Network chaired by Rosie Allen organised a series of events to mark the event. Arnold u3a committee and members met on September 20[th] at Arnold Methodist Church where volunteers dressed the area with bunting and banners and welcomed members from Carlton and Gedling u3as, as they handed over a torch which some members of the walking group carried up to Gedling country park. Before we set off we had the Mayor of Gedling Peter Barnes mingle with the crowd before giving a speech congratulating the u3a for the continuation of all the various activities that are available for members. On Saturday September 24[th] about 20 u3as from all the Nottinghamshire area met at Highfields for a picnic and a continuation of celebrations. We had music from the Dukeries Steel band (How good were they? Wow) Speeches from Rosie who welcomed the Mayor of Nottingham Wendy Smith and Jean Hogg our Regional representative who both spoke of the merits of the u3a movement. The afternoon concluded with a flash mob dance with all members of the u3as joining in. A very enjoyable week of celebrations and a big Thank you to all the Network members who put such a lot of hard work in making the event such a great success. A big thank you to all my fellow committee members who have steered Arnold u3a through another year. We do have retiring committee members, Jean Cussons the group leader co-ordinator, Denise Swain the newsletter editor and Marie Bell Business Secretary. Gwen Whitehouse has agreed to take over the role of group leader co-ordinator and Hazel Ward has agreed to take over the role of Business Secretary, but as yet we do not have a newsletter editor. A big Thank you to all the “background” members, Peter Beastall and David Brown who make sure all the I.T. at meetings works correctly. The refreshment volunteers who provide all the cups of tea coffee and biscuits at meetings. Sandra on reception desk, the new members team and meeters and greeters To conclude:- Please read your newsletter and please check out the website on a regular basis as lots of news is posted on there. Looking forward to another successful year of Arnold u3a Sylvia Hale Chairman ## **Treasurer’s Report on the Accounts for the Year ended 31[st] October 2022** Arnold u3a is a registered charity and an associate member of the Third Age Trust and as such it is required to comply with regulations issued by the Charity Commission and follow guidelines set by the Third Age Trust. The accounts attached to these papers are for the period 1[st] November 2021 to 31[st] October 2022. The accounts have been independently examined by Anne Sutton , a member of this u3a , because the income for the year is £37,509. The General Account includes the membership income and the costs of running the u3a; the receipts and payments of the groups within the u3a are aggregated in the Education and Social Activities section of the accounts. Within the General Fund accounts, provision has been made for outstanding printing cost (£1,273); rents paid in advance (£366) ; Gift Aid due (£1.073 ) and Membership fees paid in advance (£1,143 ). Including these accruals in the accounts facilitates meaningful year on year comparison of the costs of running the u3a. The u3a has two current bank accounts , one for the general running of the u3a and one for group activities .We also have a deposit account into which members can pay their membership fees by bank transfer. ## **The General Account** Membership income is still being affected by the pandemic. In the year to 31[st] October 2019, the last year before the pandemic restricted our daily lives , membership income was £9,022. In the year to 31[st] October 2022 membership income was £7,490 , a reduction of £1,532. We did not resume face to face general meetings until April 2022. Whilst new members have joined our u3a they have not joined in sufficient numbers to offset those who have not renewed their membership. This fall in membership is nationwide throughout the u3a movement. It is evidence that the pandemic continues to have an effect on public confidence in large gatherings. Arnold u3a took part in the 40[th] Anniversary Celebration of the National u3a movement. We purchased a new banner (£134 ) and took part in a Flash dance (£60 for rehearsal costs).It is to be hoped that publicity from these celebrations will encourage more people to join a u3a . The £252 commission was paid by Riviera Travel who have committed to paying a u3a a 10% commission based on the cost of a holiday purchased by a u3a member. Included in the expenditure is a sum of £75 which is the cost of the acquisition of a projector which will be available for groups to use when showing films to get a bigger picture than can be seen on a television. This projector has been added to the Asset Register. Despite the fall in membership income the surplus on the General Fund account has increased by £2,292 . ## **Education and Social Activities Account** This account consolidates the receipts and payments of the many groups within the u3a . The balances held by the groups amount to £6,502 , a reduction of £366 from the balances held at 31[st] October 2021. This balance is held in the Education and Social Activities bank account. Most of the costs incurred by groups are paid by the treasurer by bank transfer .For example , we have one account per month for all groups using Arnold library and one for those using Woodthorpe library .Group leaders collect the money to cover their share of these accounts . These fees are banked each month into the Education and Social Activities bank account. This is where I thank Pam Gant for taking on the responsibility of banking group income amounting to £28,674 in the year being reported upon. ## **Conclusion** Despite the fall in membership, Arnold u3a has sufficient funds to face the inevitable increase in costs of running the u3a in the forthcoming year . Chris Gardner Treasurer Arnold u3a January 2023 ARN(ILD U3A No 1153672 INCOME AND EXPENtXTUftE Acc¢xirifYEAR ENDED 315r ocroBER 2022 2020 21 202122 Education General and Social Account Activities Totsl INCOME Subscriptions and Wisitor Donations Sales Gift Ald Grant Commission Interest Holidays and Outings Miscellaneous Income Development Fund TOTAL INCOME 3.991 1,177 7,4 11.936 8.883 19.426 1.073 1.073 i￿) 252 252 15 7.855 373 13 2,077 7.731 7,855 8￿35 2&674 37505 EXPENDMJRE Room Hire Equipment Hire Tutor Fees PrintingStationery.Postages Purchases Membership Sub5CriPtion Thlrd ￿ TTU: Dirert Mail Copyright licen Speakers and Social Events Committee and Catering Costs Membetship E¥pen Website Beacon Notts Network Membership Card Printer and Scanner rickets for resale Transport Holidays and Outings Sundry Expenses Mini Projector National u3a Day Contributions from Contingency Fund Contribution Development Fund Contribution from Development Fund TOTAL EXPENDITURE NET EXPEf4DITURE 1.329 7.212 2.593 129) 8,541 2.593 2,290 414 177 1,828 813 1.210 891 439 1.785 1,152 414 177 1.828 813 318 441 1,237 1.555 441 197 31 567 541 351 502 15 132 351 502 15 132 6,045 1,226 144 6.IM5 9.156 30 9.156 30 75 201 75 201 249 2.077 210 210 I3.1￿ 6543 29.040 35.583 1.926 CURREKr Gish at bank and in hand Paymeftts in advance Debtors Q502 22JJ86 366 1.073 17.023 1.073 502 23￿25 Current LiabEfrties Creditors Receipts in Advance Total Current Uabllltles Net Current Assets 1,273 1.143 l416 1.273 1.143 2.416 502 21.109 21.109 FUNDS Cumulative Sufplus 3tst October 2021 Deficit1Surplus 2022 12.315 2,292 I4￿)7 19.183 1.926 21.109 -366 6502 Note Ana is of Funds General Education and Social ACtivi￿S Groups Development Contingency Funds Held at 31st October 2022 14.607 14.607 4,435 1.933 134 4.435 1.933 134 21,109 14.607 ¢UI& tr£Coa orree CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner s Report Report to the trusteesl members of Amold u3a On accounts for the year ended 31st October 2022 Charity no (rfany) 1153672 Set out on pages I rewt to the trustees on my examination of Ihe ￿CoUnts of the above charity (Ihe Tnjsf) f(Y the year ended 3111012022 Responsibillties and As ttE charity trustees of the Trust. yw are resFMMsible ffx the preparation basls of report of trE accwnts in acCor(la￿e with the requtrements of the char￿eS Act 2011 (Ih8 Acr). under section 145 of the 2011 Act and in caryiTYJ Out my examination. I have fcAlowed the a[V￿a￿￿e D1rectKx￿ given by Charity Commisg u￿ler Secti￿ 1495)(b) of the ACL I have com¥Aeted my examnation. I confirm Ihat rK) material matters have come to my atteri ") in connection with the examination which gves me cause to telieve that in. any matwial Independent examlnetrs statement acC￿￿j recc*th were kept in accordarKe with sectM)n 130 of the Act CY wikn the examination to which attenlKfft S￿#JId be drawn kn order to enable a uThJerstanding of the accoLmts to Teach￿1. ' P￿aSe delete the wc¥ds in the IxaGkets rfthey do not apply. Signed: Zf. 4.z4 Nwne: )n CofrAe-. Relevairt professional qualification{s) or body (If any): Address: 9A IER October 2018 Section B Disclosure Only complete rf the examiner needs to h￿hI￿ht matters of C(￿cern (see CC32, lThJependent examinatKm of charity ￿C￿nts. directK)ns and guidance for examiners). Glve here brief details of any items that the examiner wlshes to disclose. IER October 2018