Trustees. Annual Report for the period Period start date Period end date 01 Jan 2025 31 Dec 2025 From Section A Referen and administration details Charity name TAVY DISTRICT U3A Other names charity is known by Registered charity number (if any) 1159196 Charity's principal address Venton Down Road Tavistock, Devon Postcode PL19 9AG Names of the charity trustees who manage the charity Dates acted if not for whole year Trustee nan oirKe (if any) Name of peTson lor l>)dy) entitled to appoint trustee lif any> TheAGM of Members 1 Paul Ward Chair 2 Randall Wlliams Secretary 1 January to 5 March TheAGM of Members 3 Hannah Miatt Secretsry 5 March to 31 TheAGM of Members 4 Angela Pitt Treasurer The AGM of Mernbers 5 Tony Rose Membership 1 January to 5 March The AGM of Members Secretsry Speaker Secretary 1 January to 5 March The AGM of Members Speaker Secretsry 5 March to 31 Trustee 6 Jane IAÈrd 7 Isobel Davies TheAGM of Members All year 9 Sonja Armstrong Group Liaison 1 January to 5 March The AGM of Members 10 Linda Diggle Group Liais(x) 5 March to 31 TheAGM of Members 11 Trustee All year 12 Caroline Lorenzi Newsletter distrlt¥JtTh TheAGM of Members TAR March 2012
13 Chris Webb Events Committee TheAGM of Members 14 Susie Pitt Beacon Administrator 5 March to 31 Docemb 5 March to 31 The AGM of Members 15 Andy Hutton Vice Chair TheAGM of Members 16 17 18 19 Names of the trustees for the Charity, if any. (for example, any custodian trustees) Name Dates acted if not for whole year Names and addresses of advisers (Optional infonnation) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional inforniation) Section B Structure, governance and management Description of the charity's trusts Type of goveming document Constitution: Adopted 5th March 2014 and amended most recendy on 2nd March 2022 How the charity is constituted Unincorporated Organisation Trustee selection methods Appointed by members at the Annual General Meeting held in March. Additional governance issues (Optional infomation) TAR March 2012
You may choose to indude additional infomiat'on, where relevant, about: policies and procedures adopted for the induction and training of trustees-, the charity's organisational structure and any wider nebNork with which the charity Trustees. attention is drawn to the Charity Commission Guidance Notes and the support documentation available from the Third Age Trust. The charity has an Executive Committee of trustees and others which is responsible for the management of the charity and meets every months or more frequentty if required. It is a member of the Third Age Trust This provides general and legal guidance and insuran. relationship v4ith any related parties. trustees, consideration of major risks and the system and procedures to manage them. It is a member of a local area network of other nearby u3as ffwo Moors Network). Major risks have been identified and control measures to manage those risks set out in the Risk Management Policy. Section C Objectives and activities The adVanrnent of education and, in particular, the education of older people and those who are retired from full time work by all means, induding associated activities conducive to teaming and personal development. Summary of the objects of the charity set out in its governing document The only restriction on membership is that members are not in full time gainful employment. TAR March 2012
Trustees have reviewed the Charity Commission guidance on public benefit and have had due regard to this in managing the charity. The guidance states that, where a purpose is dearfy beneficial, there is no need to provide evidence to prove this. It is our trustees, belief that the advancement of education as defined in our objects is intrinsically beneficial. We consider that the charity benefits a sufficient section of the public, defined by those people who are no longer in fulltime employment, mostly in the postcode areas PL19 and PL20. Our port is therefore limited to demonstration of hcw our actsvib.es achieve the objects ofthe charity. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefrt) The charity achieves its objects through three primary areas of operation: monthly meetings open to all members at which invited speakers deliver lectures on a wide variety of subjects ranging across the cuthral, historical, artistic, scienb'fic and environmental spheres. small interest groups under leaderslfacilitators drawn from the membership to study various subjects and to pursue common interests and activits'es - there are 63 different groups who meet regularly. events open to all members which indude quizzes, theatre visits and visits to places of interest locally and further afield. The charity promotes the principle of continual leaming through later life. The wde variety of activities available provide a stimulus to physical and mental activity. well-being and social interaction. It operates on a self- help basis without the use of paid facilitators" instead, members offer their expertise and knowledge free of charge to contribute to the leaming of other members. This approach ensures that the charity's educational and developmentsl objects are achieved while the quality of life of members is enriched. In the words of the strapline of the Third Age Trus( we help members to leam, laugh, live. Additional details of objectives and activities (Optional infonnation) You may choose to include further statements, where relevant. about: policy on grantmaking. policy programme related invesknen( contribution made by volunteers. The contribution of volUntrS is ntral to the success of the charity. As well as the trustees and other volunteers who manage the charity, each of the interest groups is led by members on a voluntsry basis. We are very grateful to all Ihose people for their contribution. TAR March 2012
Section D Achievements and performan Summary of the main achievements of the charity during the year It is good to report that the charity is thriving. we have 541 members registered on the Beacon database. This is more than we had at this time last year. but numbers go up and down as new members sign up and others leave. H¢yNever, the direction of travel remains that of continuing growth. Our monthly speaker meetings have been well attended with between 100 and 150 members at each one. Three talks related directly to Tavistock induding "Picturing the Pasf by TDu3a member Kevin Dickens, "The River Tavy and eady Tavistock. by Dr Sharon Gedde. and I avistock versus the Taj Mahal. the town's Significan as a Worfd Heritage Site" by local historian and archaeologist Andrew Thompson. The Christmas meeting comprised musical entertainment followed by seasonal light refreshments. Our August meeting took the fonn of our fifth "Party in the Park", which was well attended and received. Our Groups Coordinator reports that there are currently 63 active groups. Since the lastAGM, a new birdwatching group has bn established and several other groups that were in their infancy this time last year are now thriving. Special interest groups fom the core of many members, involvement with the u3a. All are led on a voluntary basis by our members. Theatre visits have remained popular, with a good mix of plays, musicals and ballets. The Events Committ& have organised numerous well attended local events such as a quiz, visits to local towns. coach trips and river cruises. water treatment works, l KEA and Christmas markets. The 2025 u3a Holiday was a very successful visit to Liverpool & Cheshire, with the opportunity to explore a number of places of interest in the Liverpool and surrounding area. Stx editions of a very professionally produced newsletter have been published during the year. All the activits'es of the charity are also publicised on our very comprehensive website. The Executive Committee have continued to work effectively behind the scenes to ensure Complian with legal requirements and expectations and to steer the overall direction of the u3a. We have represented Tavy District u3a at rntingS of the Two Moors Network. and have regularly liaised with our regional representatives on u3a Council. In addition to the °office° functions. members of the committee have organised and delivered specific events induding ¢ff momings for new members, a group leaders. lunch in the Parish Rooms. the Picnic in the Park in August, and the catering for the Christmas meeting. Trustees would like to express their very grateful thanks to the many members who have contributed on a voluntary basis to the success of the charity. TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves Cash reserves are held at the bank in accounts that are protected by the Financial Services Compensation Scheme. The level of reserves is sufficient to meet unantictpated expenditure but the Trustees policy is not I to hold a higher level of reserves than is necessary. They consider it is suffiaent to hold reserves of a minimum of £2,500 at the lowest point of , the cashflow cyde. Details of any funds materially None In deficit Further financial review details (Optional inforniation) You may choose to include The primary source of funds is from the annual membership fees. As additional information, where reported above, membership reached a record level of 541 members at relevant about.. the end of the year and this has contributed to a healthy financial the charity's principal outcome. The accounts show a surplus of £3,684. There was a healthy sources of funds (induding balance at the end of the year of £8,940. ofwhich £2,141 is held on any fundraising),. behalf of groups and is therefore not available for general expenditure. how expenditure has supported the key objectives of the charity. investment policy and objectives including any ethical investment policy adopted. Another contributory factor to the relatively large surplus was a restructuring of the membership fees that took place shortly before the start of the year, in which payment for the national magazine became an optional extra element ft>r those members who wished to receive it. This enabled us to hold the basic membership subscription at a unchanged level but the extra income has contribLrted to a level of reserves that is more than strictly nessary. However. those reserves should enable us to maintain the membership subscriplion constant for some time in the future during which it is an*'cipated that the level of reserves wtll slowly fall. Expenditure is used to pay for venue hire and speakers, expenses, support services from the Third Age Trust. communications including . distribLrtion of the Third Age Trust magazine and the charity's own newsletter and for the administration of the charity. There are no investsnents other than cash held at banks. TAR Mah 2012
Section F Other optional information Section G Declaration The trustees declare that they have approved the trustee5' report above. Signed on behalf of the charity's t Signature(s) Full name{s) Paul Ward . Hannah Miatt Position (eg Secretary, ' Chair Chair. etc) , Secretary 4 Marth 2026 4 March 2026 TAR March 2012
Tavy District u3a Accounts for the period ended 31 December 2025 These accounts are drawn up on a receipts and paynEnts basis rather than an accruals basis, reflecting transactions that tCK)k place during the year, witFM)Ut apwrtioning income or exFEnditure to prior or subsequent years. In ter6 of the Charity Commission categories, all funds are unrestricted. Income and Expenditure Receipts Receipts from groups Subscriptions (Membership) Events Theatre visits Gift Aid reclaim Miscellaneous Sawngs account Interest Total receipts 2025 2024 £6,275 £7,868 £6,470 £7,116 £1,280 £379 £61 £29,449 £4,740 £7,213 £8,768 £3,956 £1,158 £120 £109 £26,064 Payments Payments on behalf of groups Events Events cards (Sumup) expenses Theatre visits Town Hall and other venue hire Catering Printing and stationery Membership fee paid to the national office (Third Age subs) u3a Matters Speakers. expenses Fee for access to the Beacon data management system Postage and telephone Equipment purchases Miscellaneous Expenditure PayPal commission £5,215 £5,669 £68 £6,549 £2,461 £1,285 £568 £1,788 £102 £665 £485 £166 £204 £484 £56 £4, 567 £7,248 £38 £5,007 £2,388 £1,050 £642 £1,736 £1,041 £574 £467 £284 £1,256 £217 £52 Total payments £25,765 £26,567 Surplus/Deficit for the year Cash float held by Events Committee Balances Bank balance for accounts at the end of the year 2019 1 Add back cancelled cheque 50 £3,684 £50 -£503 £50 £8,940 £5,257 The draft accounts were approved by the Executive Committee on 7 January 2026 and by Robin Burdfield, Independent Examiner on 23 January 2026
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees Tavy District u3a On accounts for the year ended 31.12.2025 Charity no (if any) 1159196 Set out on pages I report to the tntstees on my examination of the accounts of the above charrty (Ihe Trusf) for the year ended 31112 12025. Responsibilitles and basis of report As the chanty's trustees. you are responsible for the preparation of the accounts in accordan with the requirements of the Charities Act 2011 (Ihe Acr). I report in respect of my examinatson of the Trusvs accounts camed out under se(*on 145 of the 2011 Act and in carryiThJ out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent tThe charity's gross income ex O,IX)O and l a qualif to examinerfs statement undertake the éxamination ing a qualified m r of [insert name of applicable listed bodyifDdete [ ] rfnot appli I have completed my examination. I confimi that no material matters have come to my attention in connection wrth the examination (ot130t di10) which gNes me cause to believe that in. any material the accounting records ere not kem in accordance with section 130 of Ihe Charities Act: or the accounts did not accord with the accounting records; or the accounts did not comply wrth the applicable requirements conmIng the form and content of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. - Please delete the in the brnckets rfthey do not 8ppty. Signed: Name: (ibl NJ i4 1)FI CLI. Relevant professional qualification(s) or body 6 q Ac£ LLInTE1LY IER Oct 2018
Address.. Section B Disclosure Only complete rf the examiner needs to highlight material matters of conrn (see CC32, Independent examination of chanty accounts= d1ctionS and guidance for examiners). Give here brief detslls of any items that the examiner wishes to disclose. IER Oct 2018