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
311￿4
Section A Receipts and payments
Unrestrlcted
Endowment
fund•
fund•
tr+th• n•*r••t £ toth• ts￿1••t£ lou* rw•r••t£ to tb• nur¢•t£
Restricted
Total fund8
Last y￿r
to th¥ n••rg•t£
A1 Roc•1 t•
Don8iior
GiftNid
Monthly mwtsng
Gr￿p9 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.$91
Sub tot81
A4 AB8et •nd Inv•stment
Sub total
24.591
24.591
23,528
Net of rece1p￿(PayM•ntsj
A5 Transfers ts¢tW￿n funds
A6 Cash funds last y•ar •nd
Cash funds th1$ 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
ce4tloptl0n￿1
Currvnt valu•
B4 A8¥•t• r•talnod for th•
¢harlty'8 own u80
Fund towhkh
Amourt ttu
Wh•n du•
BS Llabllltl88
S￿m¢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
con￿mIng 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 con￿r￿
(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