CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 01 July 2024 Period start date To 30 June 2025 Period end date Charity name. Burton Joyce & District U3A Charity registration number".1157213 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document Para 1.17 The advancement of education, and in particular the education of older people and those retired from full time work, by all means including associaled activities conducive to learning and personal development in 8urton Joyce, Nottinghamshire and its surrounding localit 1. Members form groups to explore, study and undertake various topics, activities and experiences. These groups are led by the members for the members. People leam for their own benefit. Groups meet frequently some weekly and most at least twice a month. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activilies, projects or services identified in the accounts. Para 1.17 and 1.19 2. Our U3A organises a series of events that all members can subscribe to. A regular meeting is held once a month, with a speaker. In addition, there are monthly visits and events giving members a chance to explore other topics. 3. Workshops focussing on specific topics are organised by the u3a, specifically to assisl members with issues pertinent lo the third age e.g. driving in later life. use of NHS app. Statement confirming whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit Para 1.18 All trustees have regard to the Charity commission's public benefit guidan
Additional infomiation (optional) You ma choose lo indude further statements where relevant about" SORP relerence Policy on grant making Parn 1.38 Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP refefence Summary of the main achievements of the charity, identifying the difference the charily's work has made lo the circumstances of its benefsciaries and any wider benefits to society as a whole. The membership of Burton Joyce U3A was around 400 at June 2025. Para 1.20 We now have over 60 active interest groups covering a range of activities including aerobics, line dancing political history, photography and walking. Numbers in groups vary from 4 to over 30. We have also organised workshops. Group leaders attend an annual event which focuses on matters relevant to running of our U3A in addition events are held for the wider membership. Such workshops lypically address matters pertinent to the membership, for example. driving safely as an older driver, use of NHS app. As our members are retired or no longer in full time work it is conSided that our U3A is having an important and beneficial effect on the health of our community. There is increased focus on mental health and its positive effect on physical health. In addition, some of our groups major on health exercise and activil
Additional infomiation (optional) You ma choose to indude further slatements where relevant about: Achievements against objectives set Para 1.41 performan of fundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves stating why they are held Parn 1.21 At the end of the financial period our cash balance was £12,938 which is conSided satisfacto to meet our needs. We do not consider any of our funds to be ring fenced but hold £4,354 in a deposit account. This provides some contingency in the event of increased costs or reduction in membership. Para 1.22 Amount of reserves held Para 1.22 As noted. we do not consider any of our funds lo be rin fenced As al)ove although there is no fonnal reserves Frf)licy funds held on deposit rovide contin en Not applicable Reasons for holding zero reserves Para 1.22 Details of fund materially in deficit Explanation of any UnrtaInt[eS about the charity continuing as a going concern Para 1.24 Para 1.23 None Additional infomlation (optional) You ma choose to indude further Statements where relevant about" The charity's principal Sour of funds is membership subscriptions supplemented by HMRC Gift Aid. This supports the delivery of those activrties which are set out above. by funding speakers, events, affiliation, fees to our parent body (Third Age Trust> and capital equipment etc. The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives induding any social investment policy adopted Para 1.46 1. Increased costs 2. Reduction in membership A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts.. Type of goveming document Para 1.25 A Constitution approved by The Charity Commission and dated 31st Au ust 2021. Unincorporated memberfs association and a member of the Third Age Trust How is the charity constituted? Para 1.25 Trustee selection 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 Para 1.25 The organisation has a minimum of 3 and a maximum of 12 Trustees. Trustees are elected from rnembers of Burton Joyce & Distrid u3a at the Annual General Meeting and serve for one year. A Trustee may be re-elected at each AGM and serve in the same position for a maximum of 3 years (except for the Treasurer. for whom the limit is 6 years) but may assume the sarne role after an interval of one year. The absolute maximum term an individual Trustee ma serve is 9 ears. Additional infomiation (optional) You ma choose to indude further statements where relevant about" Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other
Reference and Administrative detsils Chari name Other name the charit uses istered charit number Charity's principal address Burton Jo & District U3A 1157213 6 Station Road Burton Joy Nottingham NG14 SAN
Names of the charity trustees who manage the charity Trustee name Dates acted if not for whole ar Office (if any) Name of person {or body) entitled toa oint trustee ifan All members All members All members Alan Comerie Jacky Kinsey David Yates Chairman Treasurer Business Secretary Chairman until 12108125 Business Secretary until12108125 Gemma Gill Anna Moore Elaine Bass Dave Hoskins Gwen Mccormick Christine Shepherd Rupert Williams Graham Wood All members All members All members All members All members All members 10 All members Elected 12108125 All members 12 Colin Berry Michael Dobbs Elected 12108125 All members 13 Elected Chairman 12108125 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re rtwasa roved Director name Name of trUstS holding title to property belonging to the chanty Dates aGted If not for whole Trustee name
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 arrangemenls for safe custody and segregation of such assets from the charity's own assets Additional infonnation (optional) Names and addresses of advisers (Optional Infomiatson) Type of Name Address adviser Name of chief executive or names of senlor staff members (Optlonal information) Exemptions from disclosure rsonnel details Reason for non-disdosure of ke Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) JVL-I Jacky Kinsey Full name(s) Position (eg Secretsry. Chair. etc) Michael Dobbs Chair 2025-2026 Treasurer Date l F (f)arck 202
Burton Jo ce and Di Statement f unts rth nded30 ne2 Balance blf 8.827.69 RECEIPTS Grouplncome Gift aid Social I ncome Trips Income Membership subscriptions Bank interest Sundrv U3Arnerchandise 14348.41 1527.03 1661.00 3594.25 6431.00 56.66 41.25 48.00 27,707.60 Less PAYMENT5 Groupvenuehire Tutors Group expenses U3Aexpenses National office Committee Open day/cOrd1nators mtg Social events expenditure Tri ps expenditure 6.305.70 3,700.00 2,839.49 2.994.68 2.719.00 247.90 194.75 1.128.74 3,466.75 23.597.01 4.110.59 Balance clf 12,938.28 Total 11,411.88 1.526.40 12,938.28 Maln alc 6,407.07 Deposlt 4,254.41 PerT58 @ 30 June 2025 Cash balances held bygroups Total bankand cash Trlps 750.40 Bankdetall: Total Maln alc Deposlt Trips 8alanceJune 24 b/f Recei pts in Paymentsout Transfer 8.827.69 3.879.54 27,707.60 27.650.94 123,597.01) {23,597.01) 4.197.75 56.66 750.40 Balance clf 12,938.28 7,933.47 4.254.41 750.40
EY R ENDED NE2 Group income GiftAid 760.00 560.00 855.40 798.30 258.57 1,122.25 1,207.25 429.65 1530.00 562.20 1160.00 738.90 4365.89 14348.41 Subscriptions U3Amerch Bank1nterest Social 12.00 4.62 44.00 4.78 6.00 4.79 17.00 4.64 5,169,00 4.80 795.00 4.65 189.00 4.81 87.00 4.83 18.00 4.36 48.00 4.84 4.69 4.85 Tri ps Sundry Total JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JANUARY FEBRUARY MARCH APRIL MAY JUNE ADDITIONAL 14.25 886.00 349.00 435.00 220.00 105.00 200.00 513.00 790.87 1794.78 1935.19 2116.26 5670.37 2039,90 2445.02 1034.48 1713.36 735.04 1872.69 1171.75 4387.89 27707.60 300.00 720.00 120.00 703.07 27.00 18.00 3.00 11.25 10,00 20.00 823.96 161.00 20.00 310.00 30.00 loo.00 398.00 374.00 24.00 22.00 6431.00 1527.03 48.00 56.66 1661.00 3594.25 41.25
ordinators mtg& open U3Aexpense5 National Office Committeee day 92.65 40.00 114.80 125.40 656.82 119.33 283.78 303.30 142.88 112.79 380.40 185.54 476.99 Group venue hlre Group expenses Tutors Social events Trlps Total JULY AUGUST SEPTEMBER 00BER NOVEMBER DECEMBER JANUARY FEBRUARY MARCH APRIL MAY JUNE ADDITIONAL 82.40 92.70 144.20 1,041.20 113.30 77.25 1,345.00 72,10 87.55 1,659.05 90.95 1,500.00 215.05 1782.50 789.60 2866.02 1248.38 841.03 2236.20 1077.98 590.34 3674.80 2414.63 3020.99 2839.49 23597.01 400.00 300.00 300.00 350.00 400.00 150.00 350.00 350.00 300.00 400.00 400.00 1,175.00 180.00 138.00 625.75 40.00 70.00 660.00 40.00 80.00 85.00 47.90 305.00 513.00 40.00 1,323.00 1,396.00 12.35 177.39 114.00 40.00 124.75 530.00 2,839.49 2839.49 6305.70 3700.00 2994.68 2719.00 247.90 194.75 1128.74 3466.75
August S•pt•mb•r Ortob•r 100.00 121.00 25.40 139.41 210.00 12.60 Novomblf Decemb•r 50.00 95.00 37.38 225.08 J*fiu4ry 30.00 28.65 225.00 F•bruary 80.00 25.40 March May Jun• Total SpNk•rs C•twlni Vwu•Hlr• p&5 Sub¥rfptlan ovWp4ymts r•l¥nd•d rn•rnb•rs m•rfini CL14 Ilc•nc• r•Th•1 Glfts 70.00 22.65 70.00 42.79 100.00 25.40 255.00 57.00 19.90 60.00 27.40 225.00 164.59 773.00 654.56 915.00 299.33 0.00 68.40 67.21 60.00 45.10 35.10 0.00 0.00 13.50 108.64 0.00 23.70 44.70 0.00 35.00 67.21 25.00 45.10 36.50 8oardGim• PIKtlci1•5M5 Quli prfz•sl•xp•ndltur• Notts nrtwork Dorniln n•m• 0,00 36.50 16.95 19.65 Is.¢)0 16.95 19.65 15.00 23.98 92.65 114.80 125.40 656.82 119.33 283.78 303.30 142.88 112.79 380,40 185.54 476.99 2970.70
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of 6uRiofvJ JDYCÉ 2kNiJ ICI Charity no (rf any) KJBA On accounts for the year ended ,E).I Iiillis Set out on pages I report to the trUeeS on my examination of the accounts of the above chanty (Ihe Trusf) for the year ended ID l 0 612023 Responsibilities and As the charity trustees of Ihe Trust. you are responsible for the preparation basis of report of the atxounts in accordance wilh Ihe requirements of the Charities Act 2011 {Ihe Acr). 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 Chanty Commission under section 145(5)(b) of the Act. I have completed my examination. I confinn that no material matters have come to my attention in connection with the examination which gives me cause io believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Acl or the accounts do not accord Ythh the accounting records Independent examinerfs statement I have no concems and have come across no other matters in connection with the examinats'on 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 brdckets rf they do not apply. Signed: Date: I,E.Ig Name: H£GA ILT"I Relevant professional qualification(s) or body (rf any): Address: ooP3É QLos£ ioNJ KJOYQ JoffiKJaA4FI IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of concern (see CC32. Independent examination of charty accounts.. directions and guidan for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018