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' fu￿j8
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
E￿ard (￿1r
Page1 of1

Bury U3A
Income l Expendil￿e 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 fic8r￿a
Donati
Equipment
118.50)
(308 ni
(637.341
{150.19)
1721341
Group 8¥r*n
l.T Costs
PA•g￿ne 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 appI￿able.
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 V￿re 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
Gon￿rnIng 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$t y•ar
toth• fi*ar￿¢£
toth• nwreBt£
A1 Re¢el ts
1,029
1,029
1,752
27
9,371
11,784
1,317
108
MoTrlhly meebng dona1B￿S
Groups hi
Subscriptions
Eveni$
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 bU￿n￿$
1S.861
1S,86B
7,951
522
940
2,604
1.879
Capiiaiion f•é
Masazine rn￿11
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
sUndr￿s
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
b*lrtesvMLh 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 {oPtIo￿l}
B3 Inve8tm•nt a88ets
Fund to whl¢h
ass•t belo
D•tsll8
Co•1 loptionnll
cur￿￿1 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