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 conSide￿d 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 conSide￿d
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
Un￿rtaInt[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 trUst￿S 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/cO￿rd1nators 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
0￿0BER
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 ovWp4ym￿ts 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 trU￿eeS 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