(tharity Number . 1165924 CHISWELL GREEN u3a FINANCIAL sfATEMENTS FOR THE YEAR ENDED 31 MARCH 2024
CHISWELL GREEN u3a CONTE5 Page T$ & (Aher Tnjst Inf(rntKJn Trustees, Rep)rt 2to4 Independent Exarrunerf5 Repjrt Receirks & Pants Sheet Notes to the financial Statem Grouped Accwnts 9tolO
CHISWELL GREEN u3a TRUSTEES & OTHER TRUST INFORMATION FOR THE YEAR ENDED 31 MARCH 2024 P4JrSa) WiLson Les Smith Peter Wae John Smith Tony J&k Chair & Srker (hganis Treasur - M3y 2023 - Apwnted May 2023 Garry 5noad Jathe tintem Parneki Whthdd Christine Jordan Anne Traynor Sarah Duggan Joy DaLw Barbara Gerw PaffÈla Mèrtin David Brennan Membership Setretary Membership Secrdary New Grwps Orwiw & Wet¥n& Webmaster - Resigned May 2023 - Apw)inted May 2023 - Rmjned May 2023 - Appointed May 2023 R19 May 2023 - Appointed May 2023 Existing Groups Organ New & Exsting Group5 ¢Trgani5 Trip5 Ctynser AccessaiNIty Issu Rn&j August 2023 Registered l]*¥ity Number 1165924 Prlndpal Locatlon Greenwood Park Community CeTrlre Tippendell Lane Chiswell Green st Albar6 AL2 3HW Bankers Lk)yd5 Ft Albans Brh clo FY) Box 10(M) Andover BXI ILT Page I
CHISWELL GREEN u3a TRu¥fEES' REPORT FOR THE YEAR ENDED 31 MARCH 2024 Gn u3a {'CGLt3a') for the y end1 31 Marih 2024 (Su3a is a UK Charity. wth w6ter1 numlw 1165924. stjurture, Governan and manaMent The (l)arity is an tJninCorrr member4 asSialM rAthe Third P4JeTrusL It was for& on 61312014 and the inatsgural rneeting was hekl on 31412014. Regular rTK)nthly rtings Sta on 11512014. The mn trAnk a(t was ori 31412014 from wh¥th date, rrmtoship fees were accerted. Under the Constson, 1 OffirS and non-offKer5 must retire atttE Meeting and may ¥rfed in cnns11. Each trustee has trn told of their re5wnsibilrties and legal liab"Jltties. The Conwnittee ofTrustee5 hd(ts et]jS to ]nJe OFfTknn of the (Tharity and oNt¥sees the running of all its Grou[ run rrMILEts. The Charity orErates within the confines of its national tx)dy. the Third Age TrusL Mth asStsSnnts are of h)an(ia aThJ otvatrjnal rx)sit)rs and dear InstrKtions are gven to reknnt parties fajaI risk manaJenRnt of Intwe5t Groups and CGu3a The management of the Chatity is the re5[x)nStllY oftte Tn&5 ¥rt ¥e cf cc opt&1 under the of ts ConsttutK)n. A. Objectives learning and PErxwl (pnnt Promotin of ph1£?1 fitn. rrtrI and general heath thrwJh activ5 that n13intsin and Èmpr0 the 1knng of n. Page 2
CHISWELL GREEN u3a TRUSTEES, REPORT FOR THE YEAR ENDED 31. MARCH 2024 (CONTD) EnCouragerTTrt and brOading of member5, horuons in a multiiude of subjects and topics through paCati in the Charity's many drverse Int¥ Gmup5. - AcLivitie5 for Achieving ObieLtve5 Monthly meetings are held for the entire membership at whith Énvited guests deltver tslks on topical and edLtcational subjects of it)terest. The Charity PmTllOtes and operates Interest Group5 covering 5uth activit$ as needlecrd( knguays, hisiory. tai chi. ballrwm dancing. cyding ctc. The conb"nuous development of the Charity's website to lmote its athvities and to prowde access to monthly news infomiats.on and Interest Group activib"es. Promoting the beneftL% of being a member of CGu3a through monthty Net¥slette and allowing non membÈrs to participate in Trips when opportun4ty arises. carrying out these artwtse5 where possible, the Trustees have had fvll regard to the 9uidance issued by the Govemn*n¢ the Chaities Commiss and that ofthe Third Age Trust. The entire operation of CGu3a lieS upon the dedicated contributions made by member5 acting wholly on a voluntsry bèsTrs. Aehlevements and Perforniance A- Going Concem The Trustees have a reasonable expertation that the Charity has adequate resour to contintse In operational existence for the foreseeable future. Acttsrdinglyi the golng concem basss has been adopted in preparlng these financhil statements. - Review of ActÉvities Providing a L$3a for around 400 rebred and semi-retired tEsidents of the Chiswdl Gr&n, Park Street, &icket Woc#J and nearby viantty. Ftoviding educational and infomiatsve tslk5 for members attending the monthly r[Ing5 and extra Curricular meetings dCusS5n0 health awarene5S. ProvTding Interest GrDUPS for members, covering a wide range of retreational, physical, mental and educational activrties and. Trips and visits for educational and recreational purposes. Page 3
CHISWELL GREEN u3 TRu¥fEES' REPORT FOR THE YEAR ENDED 31 MARCH 2024 ICONTD} Prowding rkws lrthrrrO to ai manber5 the wider u3a Enabling m@mtr (often isdated. dderty arvj lonely). to make new fn"wK& aTh1 acquaintallce5. to Partitipate in the Ird cornmwty through tieS arml Interest Group5. Rewe PdKy aTrn to IKt a Inffll of 6 rrt¥fs Fun(ts )rdarKe with aprli(atde law ur¥t Acc(Ming {United ng0 Generally Accepted ACC[Sts[¥j PTaLtice). The law applicaNe to dtaritie5 in Engld & W&e5 wrifES trt to fiF0 Statemts ftr e year wtrth give a trL arxy fair th2 sf&e ( affa Clwty atyj of the incornir rtstsJr and applicatiotk of YCeS Ooity ftr th& In these finarx3& 513tanerts. the we ID. are ttE fin0 StatantS on the unlss it is In8porlate to WuMe th&tt* Clk3ty Thill (1ft in ow The Trustees are re%porssible for keeping proper accounting records that are suffiuent to show and explain the Charity's trdnsacbolls ar disdose with able accuracy at any time, the financial position of the Charity efkylje them ensure thal the finanoal statements comply with the Chèntses Act 2011, the ("ty {Acc(xmts and RerM)rtsl Regulations 2008 the prowsions OF the Constitubon. They are also responsible for safeguarding the assets of the Charity arKI hence for taknw reasonable steps for the pvenOn and detethon of ftaud ano othw irregulariti&. This Repjrt V4as ar4No¥al ty Ihe TrLbtee5 t Adan Page 4
CHISWELL GREEN u3a INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CHISWELL GREEN u3a FOR THL YEAR ENDED 31 MARCH 2024 I report to the charity trustees on my examination of the financial Statements of Chi5well Green U3A for the year ended 31 March 2024. Responsibilrties and basisof report As the charity'5 tru5tee5 of the company land also its directors forthe purposes of iompanv lawl you are responsible for the preparation of the financial statements in arcordante wtth the requirements of the Companie5 Act 2(lJ6 l*he 2C¥)6 ALt. Having satisfied myself that the financial statements of the Charity are not required to be audited nrfer Part 16 of the 2006 Act and are eligible for independent Èxamination. I report in respect of my exarnination of your chartty's financial 5tatefflents as £atTied out under section 145 of the Charities Act 20111'the 2011 Act'l. In carrying out my Èxamination I have followed the Directions give by the Charity Comffti5SiOn Ltnder 5ertion 145151 Ibl of the 2011 Act. Independent examinerfs Statement I have iomplÈtÉd my examination. I can confirni that no Mater31 matters have come to my 3ttent40n in tonnertion with the examination £i¥ing me cause to belteve.. ccounting records were noi kept in accordantr with settion 386 of the 2{ Att: or the Fnancial 5taternents do not accofd with those recDrds,' or the financial Statements do not comply with the accountin£ teouirewnents under section 396 of the 26 Act other than any requirement that the financial statements give a'true and faiff view which is not a matter Considered as part of an independent examination. or the financial statements have not been ptepared tn accordance with the mgthod5 and principles of the Stateffle¥tt of Recommended Prnttite for a¢tounting and reporting by harities appltcable to charittes preparingtheir accounts accordan£e wtth the Financlal Reporting Stsndard applicable in the UK and Republic of Ireland IFRS 1021. I have no coniern5 and have COMÈ atross no olher matters in connection with Ihe exarninatio to which attention should be drawn in tht5 report in orderto enable a proper understanding of th financial statements to be reached. 28 March 2024 R S HARDING R S HARDING LTD Mercer Hou5 15 Itigh >treet Redbourn Herts AL3 7LE Page 5
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CHISWELL GREEN u3a NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 Accountln9 Pollcles The financial statements have been prepared under the receipts and payments basts. Fund Acco{Mng General funds are fund5 whith are avail at the TnJees dsuet#)n in furtherarKe (rf the ol Chaity a#1 thKh have de5WJle for Membership SUIrIptiOns As at 31103124 there e M}£r5 ofthe Chbwell Gre 7. 17 Joined after 5eptemter 2023 and paKI the reducal rate of £9. The Third Age Trust is the umbrella organisatKJn of all u3as in the UK and to wllich Chiswell Gree u3a pay5 annual 5ubsuipEi¢)n peT metnber every April {£4.50 in 2023-24 ) ChJTity Fund% Charity Fund5 a unresrricted funds compring the Reserves from both the Main and Social Account. These monies ère available to the TTustees for the continved promotion and admInratIOn of the ChÉswell Green u3a. This reserve balance is monitored monthly for the Main Account and annualty and as requested for the Social AccounL Interest Gmups As at 3113124 Chiswell Green u3a has 43 actNe Interest Groups. For leporting purposes groups re1Ving In((ne (25) are 5ummarised under the follo%ving headiThJs . Academic EducatM>n- AntlUXZ). Art AppreoatK)n. History. gnishlx3J, Play Reading. Arts & Crafts- Art, Fkjwer ArraThJing. Needles & Pins. P3percraft 1x2). Cultur41 Outing5 - WirwJs & Wheels, Garden LoThJ)n Walks. Musical- Singing for Fun, Ballroom Dancing. Mefital Exerclse- (Jik Physi(31 Educatton- Znba rthi, Yofy3 (x2), Bal, TJie TnIs. Tai Chi. Pa9e 8