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CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 1 Aprll 2024 Perlod end date rlod start dats To 31 March 2025 Charity name: Thetford U3A Charlty reglstratlon number. 1161699 Objectives and Actlvitles Summary of the purposes of the charity as set out in its govemlng document 1.17 The charlty's object ('the object.) Is tho dvancement of education, and In partlcular the eduGatlon of older pgoplo and those retlred from full tlmo work. by all means In¢ludlng asSlated a¢tlvltles conduelve to loarnlng and porsonal development In Thetford and the Surroundin arna. Summary of the main activtties in rdation to those Pufposes for the public tenefit, in particular. the activities. projects or services idenlffied in the accounts. Statement confimlng whether the trustees have had re9ard to the widance issued by the Charity Commission publlc benefft P¥al.1f•ThJ 1 19 44 dlfferent Groups provldlng •ducatlonal and hobby subjects to thè Pw#1.1e Th• trust$ follow al guldancg issuod by the Charity Addltlonal Inforniatk•n {optlonal} You ma chwse to include fijrther statements where relevant aboutr. Grants presentod by groups arn considered by th• trustees at monthty meeting. discussed and oithor approved or rejected. P¥A 1.38 Pollcy on grant maklng PWH 1.38 NIA Policy on social investrnent includSng prowam r8lat8d Investrnent 1.38 Volunt88T8 glvè both their time and 8kills to run oach of th• groups Cl)ntrfbUtK made by volunleers
Achievements and Performance SORP f•lew Tho Charlty contlnues to attract r•tirod d aged people to partlclpate In educatlonal, skills and social groups, which encourage old and lonely people to moot and enjoy each other company Summary ofthe main achievements of the charity, idgntfying the dFfferenTr the charity's work has made to the circumstan$ of its beneficiaries and any WKler benefils to sc¢lety as whole. P*¥ 120 Additional informatlon (optlonal You ma ch¢Jose lo include further statements vthere relevant about: NIA Achievements againsl obj8ctiv88 Set 1.41 NIA Perf(XTnance of fvndraising activities against objectives Para 1.41 WA Investment perfomiance agalnst objedves Pwo 1.41
Financial Revlew Review of the tharity's financlal poslllon at the end ofthe eriod Slatemenl explaining the F¥Jlicy for holding rosaNes ststing Nthy they are hdd PWD 121 The charlty Is In a sound flnanclal posltlon P¥• 1.22 Only a small amountls set by Iho tru8toos, thls would ensur• that any sudden drop In volunteers and members The groups set up would stlll be able to rovlde the resent level of servlce. Amount of erVeS held Pm122 Reascns for holdlng zero reserves Details of fund materialty in deficit Explanation of any uncertainties atoul the charity continuing as a wing concem 122 NIA Pa 1.24 None Pwa 1.23 None Addftlonal Information (optional) You ma hoose to include further ststements where relevant about: Glfts from partlclpants and donations The charity's princlpal sources of funds (includin9 any fundraising) Pw¥ 1.47 NIA Investment policy and objethives including any social investrnent wlicy adopted Th• only posslble rlsk is that no one voluntoers to become a Trusteo and thereby not managlng the charlty A description of the principal rtsks facing the chaTIty Pa 1.46 Other
Structure, Govemance and Management Description of tharity's trusts: Type of govemlng document Constltution Pn125 Unlnco rated members associatlon How Is the charity constituted? Pw¥125 TN$tees are volunteors who are then proposed bofore tha AGM and voted on to the committee. kr+PA Tfustee selection methods including details of any constitutional provlsions e.g. election to post or name of any person or body entitled to appoinl one or more trustees P¥a 1.25 Truste06 are nomlnated by rr•mber8 and voted on at the AGM Additional Inforniation {optional) You ma chc()se to include further statements Whe levant ab(xJt: Poliues and prcJure8 adopled for Ihe induction and training of trustees P1.51 Th8 charlty's organisational structure and any wider netsrk wlth vthich the charity works P*> 1.51 Tho charity Is gov•rn•d c•ntralty by central U3A RelatiCShip Iwth any related parties 1.51 Other Reference and Admlnlstratlve detalls Charity name Thefford Unlvers ofthe Thlrd Other name the chartty uses Thettord U3A Registered charity number 1161699 9 George Road Therford Charfty's principal address Norfolk IP24 2UD
Name$ of the charlty trustoe• who managa tho charity Offk• Name vl person lor boty) •ntit to &ppolnt tru¥lM I¥ William Rob8rtson Walter Boldod( Joy Flaherty Alan Balslone Lynda Boldock Dave Hc#Jgkinson Julian Fabian Lorraine Thompson Patrcia O'Brien Denise Skinner Bevedy Harris Ann8 Fabian Lesley Braund Treasurer 25104124 03110119 08102124 Group Ccthinator 27104123 Membership 27104123 13110122 26105122 Secretary Membership 26105122 26105122 18111121 10 23109121 23109121 12 Vice Chair Chair 13 14 26105122 15 16 17 18 19 20 orate trustees- names of the dlrectors at the date the re DIrnCt nam• wasa roved Name of trustees holding tlde to propety bdonging to the charity Trust•• nam•
Funds held as custodlan trustees on behalf of others Description of Ihe assets held in this capacity Name and objects of the charity on byhose behalf the assets are held and how thls falls within th8 Custodlan charity's objects Details of arrangements for safe cuslody and segregation of such assets from the charity's own ass8t$ Addftlonal Informatlon Ioptlonall Nam88 and addr••ses of advisors {OPonal Inforniall¢)n) Type of 8 Address advlser Namo of chlef oXOCUtlve or names of senlor staff m•Mr8 (Optional informatlon) Exemplions from dlsclosure Reason for non-dlsclosurg of ke nnel details Other o tlonal Informatlon
Declarations Tho trustees d•clarn that th•y have approved the trustees. report above. Slgn•d on behalf of the charlty's trustees Signaturo(8) Full narnols) Posltlon (eg Secr•tary, Chair. etc) Lorraine Thompsc Secreta Data Septsmber 2025
u3a THETFORD U3A INCOME AND EXPENDrruRE Aca)UNT SUMK4RY FOR THE YEAR ENDED 3110312024 3110312025 EXP 3V0312024 EXP INC INC General Purposes Fund 10,585.84 Day5 Out Group 8,790.10 Other G roups 9,028.34 8,762.34 7.784.37 8,847.11 11,017.28 7,811.62 7,164.83 7,922.51 8,159.62 6,959.73 28,404.28 25,393.82 25,993.73 23,041.86 SurF4u5 (defldt) 310A6 5117 Broht FoThvard 12,215.89 9,264.02 1522635 12215J9 as at 3V03/2024 8ank Main Bank Account No 2 Bank A¢Unt 12,144.69 1,625.89 10,311.07 620.16 Cash In Group funds Membership f103t Cash in hard 1.434.T7 21.(K) 1.253.54 21.00 10.12 T(yfAL FUNOS 1522635 12215.89
INCOME IIND EXPENDMJRÉ ACCOUNT FOR ThE YEAR ENDED 3V0312025 2024rnJ25 102312024 INCOK: Members Subscripts"<x Advertisirg Refund Group Hall Flire Gift Ald Qulz Donationj Grants Bank Transfer RertshMerrts 9.9)7.89 9,287.98 25.CKI 219.00 1,022.30 221.50 69.00 0.00 210.00 94.00 io. 373.95 0.00 2250 10.595.96 11.017.28 EXPENDrruRÉ Refund Membership PostsRe Venue Fllre Group Venue trlre Trustees ExpensÈ5 statiorry Printer/SoftwarelBeac¢ Group Grants ArtI$l and Printir Third Age Trust Fee5 Third Age Trust Ma8azI Monthly SpeakErs Expenses Social Wefare Royal Brltlsh Legicn Xrnas Party Quiz RèfrÈshments Auditor 10th AnnIr$ary Meet io,rx) 387.25 1,177.00 17&69 89.50 399.ljo 0.75 207.01 451.43 55.42 1,123.73 1,508.00 974.49 1,095.00 107.47 27.50 266.42 27S.30 504.36 893.94 1.050.34 1.792.00 1.482.73 1.145.26 142.65 392.99 242.00 108.58 247.54 79.50 50.00 8,762.34 7.922.51 3.09477 Surplus Ideficitllordinary Actl%llles 3.094.77
202312024 fjROUPS Day5 OLrt Gywp: 8790.10 7784.37 7,811.62 8,159.62 1005.73 Grourts Ottr*r", 7.164.83 6.959.62
REFI
8884.11 181.23 205.21 BalarKe B/Fwd as at 31.0324 12215.89 15,236.47 9164.02 12 215.89 FUNDS AS AT 31103 Main Bar Accourt No 2 BankAcwrrt 12.144.69 1,625.89 10,311.07 620.16 Cash In hand: Group funds Membership float Cash In harKI 1.434.77 21.00 0.00 15.226.35 1.253.54 21.C4J io. 12,215A9 I cenify that this Is • true and •ccurate statèment of fingncéal posltion of Thetford U3A Willl•m Robenson Treaswer Lknte 2? Lesley Braurwj thair Thetford U3A Date Secretary Thetftxd U3A Lknte I have examined the finarKlal recor& of the Thetford Branch of the U3A for the period endi 3V3120 .nd ran conflrm that tY show a true and falr KX)sition of thtr groups accourrts as of that date. Cdin Ma¢kay FCM4 13