CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees, Annual Report for the period
From 1 Aprll 2023 Period 8tsrt dats To 31 March 2024 Poriod end dat•
Charity nam•: Thetford U3A
Charity r•gistratlon num￿r.. 1161699
Objectives and Actlvlties
SORP ref¢r•n¢•
PAro 1.17
Summary of the purposes of
the charity as set out in its
gov8rning document
The charlty's obJect ('the obJ8¢t') is the
advancement of educatlon. and in
partlcular the educatlon of older peopl•
and those retlred from full tlme work, by
all moans Including assoclated actlvltles
conduclve to learnlng and personal
developrnent In Thetford and thè
surroundin
area.
Summary ofthe main
activities in relation to those
purposes for the public
benefit, in particular, the
activities. projects or services
identified in the accounts.
Statement confirming
wh8ther the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefft
P8ra 1.17 and
1.19
40 dlfferent Groups providlng educatlonal
and hobby subjects to the elderly
Par# f.18
The trustses follow all guldan¢e Issued
by the Charlty Commlssion
Addltlonal Infomiation (optlonal)
You ma Ghoosa to include fvrther statements where relevant about:
SORP reffrrence
Grants presented by groups are
considered by the trustoos at monthly
meeting, dlscussed and elther approved
or rejected.
Policy on grant making
P*ra 1.38
Policy on social investment
including program related
investment
Pgvd 1.38
NIA
Voluntsers gfve both thelr tlme and skllls
to run each of the groups
Contribution made by
Para 1.38
v•lunt••r•

Other
Achievements and Performance
SORP ref•ro
The Charlty contlnues to attract rotlred
and aged people to partlclpate In
educatlonal and soclal groups, which
encourage old and lonely p8oplo to meet
and enjoy each other company
Summary of the main
achievemènts of the charty,
identifying the difference the
charity's work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as
whole.
P•ra 1.20
Addltlonal Infomiatlon (optlonal)
You ma
choose to indude further Statements where relevant about:
NIA
Achievements against
objectives set
P•ro 1.41
NIA
PerfomianeR of fundraising
activities against objective$
Por? 1.47
Nla
Investment perfomance
against objectives
P•M1A1
Other

Financial Review
Review of the charity's
financial position at the end
of the
riod
Statement explaining the
policy for holding reserves
stab'ng why they are held
Para 1.21
The charlty 18 In a sound flnanclal
posltlon
Para 1.22
Only a 8mall amount18 Sot by the
trustOe8, thi$ would ensure that any
sudden drop In volunteers and membern
The groups sel up would still be able to
rovlde the
resent level of $8rvlce.
Amount of res8rves held
Para 1.22
£3000
Reasons for holding zero
reserves
Details of fund materially in
deficit
Explanation of any
uncertainties about th8
charity continuing as a going
concern
P•M 1.22
NIA
P8fa 124
None
Para 1.23
Nona
Addltlonal Inforniatlon (optlonal)
You ma
choose to includ8 fvrther statements where relevant about:
The charity's principal
sources of funds (including
any fundraising)
Glfts from partlclpants
Par• 1.47
NIA
Investment policy and
objectives including any
social investment policy
adopted
P•m 1.46
A description of the principal
risks facing the charlty
The only pogslble rlsk Is thot no one
volunteers to bgcome a Trustse and
thereby not managlng the charlty
PIM 1.46
Other

Structure, Governance and Management
Description of charity's
twsts..
Type of goveming document
P•r• 1.25
Constltutlon
How is the charity
constituted?
"rc." Doraled
Para 1.25
Unln¢orporated members a¥soc5ation
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
Pafa 12S
Trustoes are volunteers who are then
proposed before the AGM and voted on
to tho commltteo.
Addlllonal Inlorniatlon (optlonal)
You ma
choose to include fvrther statements where relevant about..
Policies and procedur88
adopted for the induction and
training of trustees
Parn 1.st
The charity's organisational
structure and any wider
netsvork with which the
charity works
P•r4 1.s1
The charlty Is governed centrally by
cèntral U3A
Relationship with any related
parties
rA 1.51
Other
Reference and Administrative details
Charity name
Th•tford Univarsi
ofthe Thlrd A
other name the charity uses
Registered charity numbèr
1161699
Charity's principal address
17 St Margarets Crescent
Thetford
IP24 29H

Names of tho charity tru8t•88 who manage the charlty
Tr￿fee namo
Offle• (K any)
Dat•• a¢t•d 11 not for whole
•ar
Chair
N•m• of pernon lor body) ontltl•d
Int Iru¥te•
Ifan
Leslie Braund
Jennifer Bullock
William Robertson
Walter Boldock
Joy Flahety
Alan Batstone
Lynda Boldock
Dave Hodgkinson
Julian Fabian
Lorraine Thompson
Patricia O'Brien
Denise Skinner
Beverly Harris
Anne Fabian
26105122a
25104124
Treasurer
25104124
03110119
Group CL¥ordinater
08102124
27104123
27104123
13110122
26105122
Membership
10
Secretary
Membership
26105122
26105122
18111121
12
13
14
15
23109121
23109121
Vice Chair
16
17
18
19
20
orate trustees- names of the directors at tho date the r• ort was a
Dlr•¢tor n4m•
roved
Name of trustees holding title to property belonging to the charity
Tru•t•• nam•
D•ts8 actsd 11 not for *thol•
•ar
Funds held as custodian trusteas on behalf of others
Description of the as8et8
held in this capacity
NIA

Name and objects of the
charity on whose behalfthe
asset$ are held and how this
falls within the custodian
charity's objects
NIA
Details of arrangements for
safe custody and
segregation of such assets
from the charty's own assets
Nla
Addlllonal Informatlon {optlonal)
Names and addresge$ of advl8er8 (Optlonal Inforn)atlon)
Type of
Name
Address
advlser
Namo of chlef executlve or names of $ènlor staff members {Optlonal Infomiatlon)
Exemptions from disclosure
Reason for non-disclosure of ke
ersonnel details
Other o
tional Inforniation
Declarations
The trustses declare that they have approved the trusteos, roport above.
Signed on b8half of the charlty'8 trustees
Signature(s)
Full namels)
Posltion leg Secretaryi
Chalr, otc
CHPfia
Date
26 N16)V ?OL*

u3a
Th•trDyd
TH￿F0RD U3A
INCOME AND EXPENDrruRE ACCOUNT SUMMARY FOR THE YEAR ENDED 3110312024
31103124
31103123
INC
EXP
INC
EXP
General Purposes Fund
Days Out Group
Other Groups
11,017.28
7,811.62
7,164.83
7,922.51
8,159.62
6,959.73
8,931.79
5,818.72
5,592.25
9,745.07
5,152.00
5,647.10
25,993.73
23,041.86
20,342.76
20,544.17
Surplus Idefidt)
2,951.87
-201.41
Brought Fonward
9,264.02
9,465.43
BALANCE
12.215.89
9,264.02
Funds as at 3110312024
Bank Accounts:
Main Bank Account
No 2 Bank Account
10,311.07
620.16
7,216.30
968.16
Cash In hand:
Group funds
Membership float
Cash in hand
1,253,54
21.00
10.12
1,048.44
21.00
10.12
TOTAL FUNDS
12.215.89
9,264.02

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 3V0312024
202312024
202212023
INCOME:
Member5 Subscriptions
Advertisin8 Refund
Donations
Gift Aid
Grants
Group Hall Hire
Quiz
Rerfreshments
9,287.98
25.(Kl
69.00
1,022.30
150.¢XI
219.00
221.50
22.50
8,415.29
110.68
2(K).82
150.CKI
55.00
11.017.28
,931.79
EXPENDITURE
Refund Membership
Postage
Venue Hire
Group Venue Hire
Trustees Expenses
Stationery
Printer/Software
Group Grants
Advertisin8 and Prlnting
Third A8e Trust Fees
Third Age Trust Magazine
Monthly Speakers Expenses
social Wefare
Royal British Legion
40th Anniversary
Xmas Meetin8
Refreshments
Auditor
10th Annlversary Meet
10.00
387.25
1,177.CKI
154.00
0,75
207.01
451.43
55.42
1.123.73
1,508.
974.49
1,095.C#)
107.47
27.50
235.28
902.50
159.
180.95
414.58
752.62
106.85
2,730.36
1.579.00
1,092.66
813.(M)
190.71
46.00
105.37
268.14
140.05
28.00
266.42
247.54
79.50
50.00
7,922.51
9,745.07
Excess of Income over Expendlture
3.094.77
-813.28
Surplus {deficitl/Ordinary Artivitles
3,094.77
-813.28

2023124
2022123
GROUPS
Days Out Group:
7,811.62
8,159.62
5,818.72
5,152.IX)
-348.00
666.72
Groups Other:
7,164.83
6,959.73
5,592.25
5,647.10
205.10
-54.85
Balance B/Fwd as at 31.03.23
9264.02
12,215.89
9465.43
9.264.02
FUNDS AS AT 31103124
31103123
Bank Accounts:
Main Bank Account
No 2 Bank Account
10.311.07
620.16
8,029.58
301.44
Cash in hand:
Group funds
Membership float
Cash in hand
1,253.54
21.C
10.12
12,215.89
1,103.29
21.C
10.12
9,465.43
I certify that this Is a true and accurate statement of the financial position of Thetford U3A
Walter Boldock
Treasurer
Date 4 AP(LIL 201
Lesley Braund
Chair
Thetford U3A
Date I xo2
Lorraine Thompson
Setretary
Thetford U3A
Date I
I have examlned the financial records of the Thetford Branch of the U3A for the period ending
31/312024 and can confirm thatthey show a true and fair position of the 8roups accounts
as of that date.
Colin Mackay
FCMA
Date