## **Formby u3a Annual Report for the year 1 Jan to 31 December 2025** 

## **Membership** 

The membership as of the end of December 2025 was 1078. 93 new members joined during the year. 

## **Achievements and Performance** 

Formby u3a committee meetings have taken place monthly other than August when we have a summer break. The Committee has remained stable this year although we sadly lost our volunteer Newsletter Editor Dave who had completed years of loyal service. We are now paying for the Newsletter to be produced as no volunteer has come forward to take his place. We have during the year had some switching of roles on the Committee to ensure our skills are best placed. It has been difficult to recruit new Committee members, and no one has come forward to replace Helen as Chair. For this reason, we must change the constitution to allow Committee members to serve longer than the usual 3 years. The AGM will take place on the 11th of March when this matter will be addressed. 

Coffee Mornings have continued monthly. These have been very successful and are regularly attended by 50+ members. At times these have included short presentations by local organisations which members appear to find interesting. Our thanks go to Kitty and her team who do a great job serving refreshments. 

Speaker meetings have been held monthly; 10 events having taken place this year. Attendance at these is generally good and feedback positive. Book and Jigsaw exchange has continued as part of these meetings, thanks to Keith. 

Trips have continued this year and are very popular. We went to Conwy and Bodnant Gardens on 27[th] May, Ambleside/Bowness in the Lake District on 15[th] July and Lytham Hall and Blackpool Illuminations on 15[th] December. Everyone reported enjoying the trips although we have been plagued by bad weather. The Lytham trip was particularly good, and people said the best yet!! We are planning a further 3 trips this year to Wollerton Old Hall Gardens and Shrewsbury, Llangollen/Betws-Y-Coed in the Summer and Haddon Hall and Bakewell for Christmas. The Theatre group has continued, and we enjoyed another trip to the Royal Court to see Scouse Christmas Carol. We would like more theatre trips and if there is anyone willing to take on leadership of this group it would be much appreciated. 

We have been looking into a few events for this year including a possible meal at Himalayan Spice, another Cheese and Wine evening and possibly a 10-pin bowling afternoon. The Committee is relatively few in number and this limits the number of activities we can offer to members so new Committee members are always welcome. We currently have a vacancy for a Speakers Secretary and if anyone is interested, please come forward. 

Our own u3a music groups again hosted the 2025 Christmas concert at the Holy Trinity Parish Hall Formby which was very successful. They again worked very hard to ensure this went well and feedback was positive. Refreshments were provided and our thanks go to Pam for organising these. We enjoyed a very successful Christmas meal which about 50 



with a Michael Bublé tribute act people attended at the Grapes in Formby on December 19[th] and bingo. 

There are 70 groups presently running and members seem to be happy both with the choice of groups and access to these. We would like to remind members that new groups are always welcome either in relation to an existing subject or new and some start-up funds are available if needed. 

The Chair continues to enjoy a good relationship with Southport and Meols U3as which benefits members as Southport have invited us to events, they have organised and Meols have included us in trips they have held this year. Southport again kindly arranged a discount for u3a members to the flower show this year which we are grateful for. 

## **Newsleter and Website** 

The quarterly newsletter has continued and remains popular. 250 copies are printed and distributed around the local area in the library and leisure centre as well as being available at coffee mornings and speaker meetings. Four Newsletters have been produced this year which have included many interesting articles and photographs from different groups. The committee continues to encourage members to put material forward for Newsletters. The website continues and is utilised by members seeking information about Formby u3a. Group information has been kept up to date to ensure it accurately reflects the organisation and our activities. 

Members have been kept up to date with activities through regular emails, thanks to Frances Taylor for all her help with these. Formby u3a continue to use the Beacon system as their electronic recording device. Beacon is an online management system designed by u3a for u3as.It provides a simple interface for managing members, groups and finances. Our thanks go to Noel who is our Data and Beacon manager despite living in Plymouth 

## **Groups** 

The number of active groups at the end of December 2025 was 70. 3 new groups have started during the year and 2 have closed. 

A new members meeting was held on 13[th] November which new members said was helpful. 



Fomiby U3A
Charity number: 1161157
ma
the
ear onded 31 December 2025
2025
2024
INCOME
Membership
Group income
Bank Interest
Diaries
Christmas show
Sundries
Other
10,257
18,206
239
20,453
207
30
30,137
28,703
EXPENDITURE
Capitation Fees
Membership . Beacon
Newgroup funding
PO Box
14.Q&4)
11,021)
166}
(371)
(19.435)
14,052}
11,011}
(3531
118,092)
Group expenses
PRINTING
Newsletter
Membership card
ICE cards
Photocopying
Ststionery & postage
1911)
1490)
(76)
(1,127)
{3751
17121
{2,1891
11811
{1,6831
ME￿ING$
Speakers
Zoom & Audio equipment
Stjohns Ambulance
Parish hall rentsl
Workshop rentsl
{490)
{5)
{4251
17471
1575
11.8171
19001
575
(1.9001
GENERAL
Diaries
Christmas show
Cash expenses
Member Meeting5
Open Day
Sundries
(521
(1631
11701
15681
1,166)
11,388)
130.371)
(638}
11,570)
{28,6611
TOTAL EXPENDITURE
SURPLUSI IDEFICIT)
234
41
flle:I//C:/users/vserlDocumentslU3A/2025IDecember 2025/AGM Year Result 2025￿1$X
IiloV2022

Forniby U3A
Charlty numb8r . 11611S7
Balanc8 S
as t 31 D9cgrnbgr 2025
2025
2024
ASSETS
Bank & cash balances
Current account
Savings account
Group monies
Petty cash
3,578
12,683
2,133
5.037
12.476
1,600
18,398
19,117
LIABIUTIES
Funds held for Theatre Group
14851
18,632
18,398
CAPITAL & RESERVES
Retained reserves blfvid
Surplus/ Ideficitl for year
Retalned reserves clfwd
18.632
12341
18,398
18,591
41
18,632
Signed by one or mole trust￿$ on ￿haff of
all th• trustoes
Signed
Name
Dale
Indopondant gxamlnarfs statsm8nt
I report in respect of my examination of the Trust's accDunts caffied OLrt under section 145 of the
2001 Charities Act and Carying OLrt my exanwnation, I have followe(l the applicab￿ D1￿CtionS
given by the Charity Commission under sec*on 145{5)(b) of Ihe Ad.
I have completed my examinatton. I confimi that no material matters have come to my attention in
connockn with thè axamination which 9ives me Cause to bèlteve that . in any material respect
a¢eounting ￿¢%1￿18 were not kept in aceordan¢o With secbon 130 of th8 Charthes
Ador
the accou
do not accord wilh the aca))unting re￿rdS
Sbgng(1
Date
Name
Relevant professK)nal qu8lthcation(8) or body {ff any) .
flle=/IIC..IUsersWser/Documentslu3412025ltknember 2025/AGM Year Result 2025.xlsx
0710112026

Forniby U3A
Charfty number: 1161157
Balance Sheet a8 at 31 December 2025
2025
2024
ASSETS
Bank & cash balances
Current account
Savings account
Group monies
Petty cash
3,578
12,683
2.133
5,037
12,476
1,600
18,398
19,117
LIABILITIES
Funds held for Ttheatre Group
14851
18,632
18.398
CAPITAL & RESERVES
Retainéd reserves b/fwd
Surplus/ Ideficitl for year
Retained reserves c/fwd
18,632
12341
18,398
18,591
41
18,632
Signed by ¢Jne or mor• on bohalf ol
all th• truBteos
Signed
Name
IndependDnt examinerfs stateJn8nt
I teport in respeca of my examination ofthe TrusV$ accounts carried c￿rt under 8ectson 145 of the
2001 Charilie$ Act and ¢anying oul my examination. I have foll(w4ed the applicable Directions
given by the Chaiity Commi35ion Ur￿er secti￿7 145151{bl ofthe ACL
I have completed my examination. I cJ)nfimi that no material rfbatters have come to my attention in
connedon with the examination vthich gives me cause to believe that, in any material respe¢t
a¢uJunliw r8¢ords ware not k8Pt in accordance wilh section 130 ofthe Charities
the accoun
o rb)t ac(>)rd with the ae£ounting rewd8
Signgd
Name
JMJih PoouÉ
Relevant pYofe86ional qualifi¢ationls) or tody frfanyl .'
Ik-f
file'.///CJUserslU5erlDocumentslu3W2025/December 2025IAGM Year Result 2025.xlsx
07IOV2026