(tharity Number . 1165924
CHISWELL GREEN u3a
FINANCIAL sfATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024

CHISWELL GREEN u3a
CONTE￿￿5
Page
T￿$￿ & (Aher Tnjst Inf(rntKJn
Trustees, Rep)rt
2to4
Independent Exarrunerf5 Repjrt
Receirks & Pa￿nts
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 Wa￿e
John Smith
Tony J&k
Chair & Sr￿ker (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
- R￿mjned May 2023
- Appointed May 2023
R￿19￿￿ May 2023
- Appointed May 2023
Existing Groups Organ
New & Exsting Group5 ¢Trgani5
Trip5 Ctynser
AccessaiNIty Issu
R￿n&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 Br￿h
clo FY) Box 10(M)
Andover
BXI ILT
Page I

CHISWELL GREEN u3a
TRu¥fEES' REPORT
FOR THE YEAR ENDED 31 MARCH 2024
G￿n u3a {'CGLt3a') for the y end￿1 31 Marih 2024
(Su3a is a UK Charity. wth w6ter￿1 numlw 1165924.
stjurture, Governan￿ and mana￿Ment
The (l)arity is an tJninCorr￿r￿ member4 asS￿ial*M rAthe Third P4JeTrusL It was
for￿& on 61312014 and the inatsgural rneeting was hekl on 31412014. Regular rTK)nthly rt**ings
Sta￿ on 11512014. The m￿n trAnk a(￿￿￿t was ori 31412014 from wh¥th date, rrmtoship
fees were accerted.
Under the Consts￿￿on, ￿1 Offi￿rS and non-offKer5 must retire atttE
Meeting and may ¥￿rf*ed in cnns11￿.
Each trustee has tr￿n told of their re5wnsibilrties and legal liab"Jltties.
The Conwnittee ofTrustee5 hd(ts ￿￿et]￿jS to ￿￿]n￿Je 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
M￿th￿ asStsSn￿nts are of h)an(ia aThJ otvatrjnal rx)sit￿)rs and dear
InstrKtions are gven to reknnt parties f￿a￿jaI ￿ risk manaJenRnt of
Intwe5t Groups and CGu3a
The management of the Chatity is the re5[x)nSt￿llY oftte Tn&￿5 ¥rt￿ ¥e cf cc
opt&1 under the of ts ConsttutK)n.
A. Objectives
learning and PErxwl (￿pn￿nt
Promotin of ph￿1£?1 fitn￿. rr￿trI and general heath thrwJh activ￿5 that
n13intsin and Èmpr0￿￿ the ￿1knng of n￿.
Page 2

CHISWELL GREEN u3a
TRUSTEES, REPORT
FOR THE YEAR ENDED 31. MARCH 2024 (CONTD)
EnCouragerT￿Trt and brOad￿ing of member5, horuons in a multiiude of subjects
and topics through pa￿C￿ati￿ 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 l￿mote 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 d￿CusS5n0 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 lrthrrr￿O￿ 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 cornmw￿ty through ￿￿tieS arml Interest
Group5.
Rewe
PdKy
aTrn to IK*t a In￿ffll￿￿ of 6 rrt¥*fs
Fun(ts
)rdarKe with aprli(atde law ￿ ur¥t￿ Acc(M￿ing
{United ￿ng￿0￿￿ Generally Accepted ACC￿[Sts[¥j PTaLtice).
The law applicaNe to dtaritie5 in Engl￿d & W&e5 wrifES trt to fiF￿0
Statem￿ts ftr e￿￿ year wtr*th give a trL* arxy fair th2 sf&e (* affa￿ Clwty atyj
of the incornir￿ rtstsJr￿ and applicatiotk of Y￿￿CeS Ooity ftr th& In
these finarx3& 513tanerts. the we ID.
are ttE fi￿n0* Statan￿tS on the unlss it is
In8p￿or￿late to W￿uMe 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
p￿ven￿On and detethon of ftaud ano othw irregulariti&.
This Repjrt V4as ar4No¥al ty Ihe TrLbtee5 t
Ad￿an
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 Mater￿31 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 2￿6 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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11 Ill ,1 li

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{M￿ng
General funds are fund5 whith are avail* at the TnJ*ees dsuet#)n in
furtherarKe (rf the ol Chaity a#1 *thKh have de5WJl￿e￿ for
Membership SUI￿rIptiOns
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 compri*ng the Reserves from both the Main and Social
Account. These monies ère available to the TTustees for the continved promotion and
admIn￿ratIOn 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 r￿e1Ving In((￿ne (25) are 5ummarised under the follo%ving
headiThJs .
Academic EducatM>n- Ant￿lU￿XZ). Art AppreoatK)n. History. g*nishlx3J, 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- Z￿nba rthi, Yofy3 (x2), Bal, T*Jie T￿nIs. Tai Chi.
Pa9e 8