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
CHARITY COMMISSION FOR ENGLAND AND WALES Bury U3A 1165090 Recei ts and ments accounts CC16a For th• perlod from rtsid siar I'.Ov Q'.iO date To 01h)4123 3114 Section A Receipts and payments Unrestrlcted Endowment fund• fund• tr+th• n•r••t £ toth• ts1••t£ lou rw•r••t£ to tb• nur¢•t£ Restricted Total fund8 Last yr to th¥ n••rg•t£ A1 Roc•1 t• Don8iior GiftNid Monthly mwtsng Grp9 hre Subscriplbns Evtsnia 1.759 1.769 12.798 10.1180 12.798 10.850 14,981 12.747 776 1.226 1.226 1,029 ross income AR) 26.633 29,433 8e an 8••tsblo . nv•s 26,033 A3Pa ènts Room hiro-grou Rojm hiro- U3A bwlnu• 18127 18.827 13,868 1,120 1.120 2,920 1,386 Ca italiL fee Magazint mdll Chnsimas lunth . siaii IT co$ls Advért161rrfJ & 2,604 1,879 114 184 800 721 419 527 1270 1.270 59 LlrKrt8¥ Equipment Sunddas 99 66 23,628 17fj 24591 176 24.$91 Sub tot81 A4 AB8et •nd Inv•stment Sub total 24.591 24.591 23,528 Net of rece1p(PayM•ntsj A5 Transfers ts¢tWn funds A6 Cash funds last y•ar •nd Cash funds th1$ year end 1042 2,042 5,905 31.29 33.333 33,333 31,291 CCXX R1 aets)unts ISSI 0710512024
Section B Statement of assets and liabilities at the end of the period Unrestrlct•d Restrlcted lund Endowmènt funda to n88r88t£ Categorfes Dots11¥ r•st£ to B1 Cash funds 33J33 Total cash funds 33.333 C)K Unrwtrfcted fund9 to rwrg•te Restrlet•d fund? ts nè•rtst£ Endowment funds to ng•re8t£ Detall8 tot*thkh Curr•nt v•lu• onal Detalls Fund towhlch Oeialls ce4tloptl0n1 Currvnt valu• B4 A8¥•t• r•talnod for th• ¢harlty'8 own u80 Fund towhkh Amourt ttu Wh•n du• BS Llabllltl88 Sm¢d by onts ortst) tnjstees on bghow OF all Ihgtnotees Dote of roval SKJnalure Print N8m• CCXX R2 aeeounts Iss) 0710512024
CHARITY COMMISSION Independent examiner's report on the , FOR ENGLAND AND WALES accounts Section A Independent Examinerfs Report Report to the trustees Bury U3a On accounts for the year 31 March 2024 ended Charfty no 1165090 (If any) Set out on pages 1 to 2 Iremember :_ I report to tha trustees on my examinatson of th8 accounts of the above chaiity ('the Trust.) for the year ended 3110312023. A8 the charitys trustees, you are responsible for the preparation of the accounts in accordanc8 with the rg]uirements of the Charities Acl 2011 {'th8 Acf). I report In respect of My examination of the Trusvs accounts carried out under section 145 ofthe 2011 Act and in carrying out my examination, I have followed all Ihe applicable Dire¢tion8 given by the Charity Commission under seclbon 145(51(b) of the Act. R•spon8lbilities and bas13 of rèport Independent examinerfs statement app•. Delete [ ] ifnot applK8ble. I have completed my examination. I confinn that no material matters have come to my attention in Gonnection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect the accounting records weR not kept in accordance with section 130 of the Chanties Act: or the accounts did not a¢(rd with the accounting records,. or the accounts dKI not comply with the applicable requirements conmIng the form and cont8nt of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no conGems 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 understandiro of the accounts to be reached. . Please delete the words in the brackets if they do not apply. Signed: Date: Name: Derek Blank Relevant professional qualificatlonls) or body
Ilf any): | AddTg88: Hlgher Croft, lthitslidd. Manch88ter M45 7LY S•ctlon B Dl•clo•ur• Oiily complole Il tho examiner ner..ds lo highliohl malia¥i81 mallers nl conr (seo CC32, 11)dopondf>nl ex8ininalKJn of chty 8ccounls. directions and guidance for examiners). Glvo horo brlef d&talls of any Iloms that tho examlner wishes to disclos•. IER Oct 2018