AGM Chair’s report.
I agreed to take on the role of chair of Bury u3a for one year until we found a suitable person that can take the job forward.
I have found the time has gone very quickly and I have enjoyed most of it. I think it takes at least a year to get the hang of it to be honest, so I feel I’ve been muddling through as I go along.
This year has been a year of opening up following Covid, with people starting to feel confident to get involved and meet others. For some people, this has not been easy, and I’m glad that hopefully our u3a has helped people along the way. I don’t think we yet understand the full impact that isolation had on older people’s mental and physical health. The focus naturally was on the Covid infection but we must not ignore the whole person.
The chair’s job at an AGM is to thank people who have made your u3a what it was in the last year. The risk is that I miss out significant people, who have put in a lot of effort, so I apologise in advance if that happens.
I would like to thank Mike Williams, our previous chair who has given me advice and support over the last 12 months. We have had a small board of trustees that have worked very hard. Thanks to Karen and Annie Lewis who are both vice-chair; Sue Smith, who is our secretary and has kept me on the straight and narrow, and Jim Hobbins who does a fantastic job of Treasurer and is up-to-date with all his accounts. Thank you to Naomi Richardson who took over the job of group coordinator from Sandra Mason and Jo Maudsley who did the job for years. Thank you to Jo and Sandra for your past support to group leaders. I hope that with more people on the board we can share the workload.
I would like to thank Philippa Marks and Christine Kirkham. who do a terrific job as Membership Secretaries and have been very busy especially over the last three months with the renewal process.
Many people are not aware of the work that goes on in the background, and this is especially true for Dave Lord and Richard Adams who are the IT experts and make sure that the Web is kept up-to-date and reflect what we want to put on it. I’ve never seen anybody so responsive to any request that’s made so I would like to personally thank you both.
Some people say they do not look at the website and others may criticise the content of it, but it is only as good as we want to make it, so if anyone wants to help update or modernise our web pages, we would be grateful for the assistance.
I would like to thank the Accessibility Group for their ongoing work in identifying issues that we need to address to make sure that everyone has access to as many activities as possible. This is never ending work and again we are looking for volunteers to take this forward.
We lost the use of Manna House after lockdown but we have been very lucky with being able to book the Athenaeum for many of our groups.
I would also like to thank the staff of The Met who support us with our monthly meetings.
Finally, I would like to offer a heartfelt thanks to all the group leaders who do a lot of work, keep u3a going and keep us all interested, learning and keeping fit - without you, our u3a would fold.
So moving forward, I’m pleased to announce that Karen Campbell Mathieson has agreed to step up as chair with Annie and Naomi as vice chair. We have new members on the board who are Ian Worthington, Rob Abrahamsen, Brian Brewster, Keith and Helen McCarren.
That’s it, thanks everyone.
Lyn Hughes Chair
Bury U3A Balance Sheet As at 31 March 2023 2022 Bank Currenl alc 31.291 25,306 31.291 25,306 Nel 8s$8ts Sharehold8r8' fuj8 Profll arvj kxs aLy))unt Ngt In*>)me 25,306 17,585 7.721 31,291 25.308 Tot81 fund8 Hobblns - Bury Group Treasurer Lyn ug Trust Eard (1r Page1 of1
Bury U3A Income l Expendile Aco)unt For the year ended 31 March 2023 2023 2022 Income Grft Monthly ma8lirKJ thyotio Refur¥S 1,751.69 26.80 10842 197.60 14.683 77 12.747.01 776.¢XJ Rcth Hlre Groups Subsuipbons U3A Events Unid&ntified Visit C•rtmo1 Vlslt Shibden 9.240 10 11.78436 1,447.05 15.00 581.OD 29.433.38 24,373.42 Exponsè8 Aox81bilky {125.401 (418 611 AGM rcom hir6 CJpi181lon Fo0 (216 C(Jl (2.744.00) 1148.761 160.001 118.501 {279 991 {2.e1>4.> {88.141 Copyrighi fic8ra Donati Equipment 118.50) (308 ni (637.341 {150.19) 1721341 Group 8¥r*n l.T Costs PA•gne Dfftl wj {846.011 {1,838 30} <147.031 1374 941 172.701 I25.) 17.951001 {306.241 {260 C) I20.) {82.281 {14.) Prtnling Pronting & 8taUor Rofvnd Re¢m Hlr9 Groups Room Hire Monw Moot Speaker F868 Sub8 admln TAM dislribu U3A Chr6tm8s 166.0)) {13,57162> {1.296.CQ) 1526 631 (10792n 11,317.05) (940.CQ) Zojm ae88w or MIlar {28.781 (23,448.04) 116,652.30 Not Incoms Page1of1
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trustees Bury U3a On accounts for the year ended 31 March 2023 Charity no Ilf any) 1165090 Set out on pages 1to2 I report to the trustees on my examination of the accounts of the above charity {Ihe Trust.) for the year ended 3110312023. Responsibilities and basis of report As the charity's trustees. you are responsible for the preparation of the accounts In accordance with the requirements of the Charities Act 2011 {°the Act'>. 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 all the applicable Directions given by the Charity Commission under section 145151{bl of the Act. Independent tThe chartty's gross income exceeded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed bodyll. Delete I l if nol appIable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below '} which gives me cause lo believe that in, any material respect.. the accounting records Vre not kept in accordance wilh section 130 of the Charities Act, or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements GonrnIng the fomi and conlenl of accounts set out In the Charities (Accounts and Reports} Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no Concerns 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 Ihe words in Ihe brackets if thoy do not apply. Signed: Date: 23 Name: Derek Blank Relevant professional Associate of the Inslitule of Chartered Accountants in England & Wales qualificationlsl or body IER Oct 2018
(if any): Address: 5 Higher Croft, Whitefield, Manchester M45 7LY Section B Oisclosure Only complete If the examiner needs to highlight material matters of concern {see CC32. Independent examination of charity accounts." directions and guidance for examiners). Give herè brief details of any items that the examiner wish6s to disclose. IER Oct 2018
CHARITY COMMISSION FOR ENGLAND AND WALES Bury U3A Receipts and payments accounts CC16a For the period from To 01104122 31103r23 Section A Receipts and payments Unrestrlcted funds Restricted funds Endowment fund¥ Total fund• La$t y•ar toth• fi*ar¢£ toth• nwreBt£ A1 Re¢el ts 1,029 1,029 1,752 27 9,371 11,784 1,317 108 MoTrlhly meebng dona1BS Groups hi Subscriptions Eveni$ Everti refund Ullidenlif Sub total (Gross incomo lor AR) 14.881 12.747 Y16 14,681 12,747 776 29,433 24,374 A2 Asset and Inv•$tm¥nt ¥ale8, l¥ee table). Sub total 29,433 A3Pa ments Room hire- group$ Room hire- U3A bUn$ 1S.861 1S,86B 7,951 522 940 2,604 1.879 Capiiaiion f•é Masazine rn11 Chiisim8s lunch $18lionery & pos 2.604 1,879 2,744 1,83J 1,317 595
6
T21 419 527 IT c0515 Adveniwty & Prtymotoi Speakers LicerKe$ Eiuipm¥rt sUndrs Reluna 721 419 527 260 60 280 214 2$ 309 99 66 Sub total A4 Asset and Investment purchas•8, (see table) Sub totsl Net of re¢eiptsl(payrnentsJ A5 Trafisfe between lunds A6 Cash funds last year end Cash funds this year end 5.905 5,905 CCXX R1 a¢¢ounts ISSI 051D512023
Section B Statement of assets and liabilities at the end of the period Unre5tricled fund5 to npaTe5t £ Restricted funds to near95t£ Endowfflent funds to neargst £ LaTegories Lierails 81 Cash funds 31.291 Total cash funds 31.291 blrtesvMLh fOf•iPts vJ PAyrMNs Unrestrlcted funds Restrlcted funds Endowment funds to n•ai••t £ Dètalls to n••Trst£ to neargst E Fund to ¥¥hkh gt b•lo Curv•ni ¥4lu• Oetalls ewt {oPtIol} B3 Inve8tm•nt a88ets Fund to whl¢h ass•t belo D•tsll8 Co•1 loptionnll cur1 v8luo ¢n41 84 Assets retainfjd for the charlty's own u80 Fvnd 10 vthi¢h ILiblli rglat•s Amount ¢ue ijonal When due tlot)•l D•talls N¢y 85 Llabllltles by one or trustees on behalf of all the Iruslee5 Signalu Prlnl Nam¢ Date of roval CCXX R2 acwunts ISSI 0510512023