Charity Number: 1165924
CHISWELL GREEN u3a
TRUSTEES REPORT AND FINANCIAL STATEMENT
FOR THEYEAR ENDED 31 MARCH 2026

CHISWELL GREEN u3a
TRUSTEES & OTHER TRUST INFORMATION
FOR THEYEAR ENDED 31" MARCH 2026
Trustees- Offlcers
Tonyjackson
Adrian Wilson
John Smith
Sue Griffiths
Chair
Deputychair &Speaker Organiser
Treasurer
Secretary
Trustees- Non-officers
Jackie Lintern
Christine Jordan
Sarah Duggan
Joy Dabson
David Brennan
Chriswarren
Gerry Dillon
Mernbershipsecretary
Social
Groups Organis8r
Trips Organiser
Newsletter & Printing
Webmaster
Accessibility Issues
Reglstered Charlty Number 1165924
Prlnclpal Locatlon
Greenwood Park Community Centre
TIpp8ndell Lane
Chiswell Green
St Albans
A12 3HW
Bankers
Lloyds
StAlbans Branch
clo PO Box 1000
Andover
BX11LT
As of March 31, 2026. Chiw￿ll Green u3a {CGu3a} reported a total of 392 registered members.
TRUSTEES REPORT and FINANCIALSTATEMENT
The trustees presentthelr annual general reporttogether with the financial statements ot CGu38 forthe
yearended 31 March 2026
The Trustees have detemined thatthe Charity possesses sufficient resources to maintain its
operations torthe fore8eeablefuture and therefore confirm the entty is a going concern.
The financial ststement8 ere prepared on a receipts and payments basis.
This reportwas approved ty the Trustees on
nd signed on their behalf by:
Jack80n
Chair
John Smith
Treasurer
Page 1 of5

CHISWELL GREEN u3a
Structure, Governance and Management
A- Constitution
This charity is an unincorporated members association affiliated with the Third Age Trust and was
established on 6 March 2014. Its first meetingwas on 3 April 2014. WFth monthly meeting8 Starting on 1
M8y 2014. Membershlp fees h8ve been accepted since openlngthe primary bank 8ccount on 3 April
2014.
Accordlngto our constltutlon. 811 offi¢er3 and noTrofftcers are required to retlre at the annu81 general
megting but may be re-elected in accordance with the constrtLrtion'$ provision$.
Alltrustees are Informed of thelr responslbllltles and legalobli8ation8.
The Commlttee of Trustees conven8s monthly to m8nage the oper8tlon8 of the chartty and
oveisees the administration of the Interest Group$ organi$8d by members.
The ch8rlty operates wlthln the guldeiines of Its natlonal org8nl38tlon, the Thlrd Age Trust.
Fin8nci818nd oper8tional a88essments are conducted monthly, with instructions issued to
relevant partles regardlngtheflnanclal m8n8gement and risk 0￿rSIght of both Interest Groups and
CGu38 actlvltles.
- M•thod of Appolntsn•m or Et•ctlon of Tru•t•••
Tru8tee8 r88pon8ible for managing the charty are elected orco-opted 88 detalled In the constitutlon.
object1￿• and Aetlvftl
A- ObJ•ctlv•s
To 8dv8nc8 th8 V48llbein8 of m8mb8K8 through 8Cti¥iti88 that 8UPPOrt188ming and p8r8on&l
development.
To promote physlcal fltness, mental health, and overallwell-belngthrough actlvltles Intended to
maintain 8nd improw membors, he8lth.
-Act6vlll•• forAchl•vlng Obj•¢tlv••
The entlrg OP8r8tlon of CGu38 relle8 upon the dedlcBted contrlbutlon8 made ty member8 8Ctln8 on
volunt8ryb8sIs.
Monthly meetlngs are conducted ft)r all members. duringvthlch partlcipants receive a printed
newsl8tt8r cont81nlng k8y updates from the Commlttee. and 8U88t 8P88k8rs pr888nt on relevant
and educationaltopic¥ of interest.
Membershlp beneflt8 are hlghllghted through regular meetlngs and néwslettars. whlle non-
members may be Invlted to partlcipate In organlsed trtps 8S Opportunities permlt.
The Commtttee. at thelr dlscretlon, occaslonally replace monthly meetlngs wrth publl¢l$ed soclal
eventsfor members. provldlngthemed entertainment and funds gener8tlon.
The Charlty org8nl$es and manages a range of Interest Groups {401, Inclu(Ilng a¢tfvltle8 such as
Needle Craft. Languages. History. Tai Chi. Ballroom Dancing. Cycling. among others.
The ongoing enhancement of the Chartty's website serves to promote organisational initiatives and
provide members access to monthly updates and details regarding Interest Group events.
Throughout 8118Ctivities. Trustees consistently adhere toguidance provided bythe Gthpmment. the
Charities Commission, and the Third AgeTrust.
Page 2of5

CHISWELLGREEN u3a
Achievements and Performance
Achievements and Perforniance
Revlew olActivitles
Delivering a u3a programme to Trtired and semi-retired individuals residing in Chiswell Green,
P8rkStreet. Bricket Wood. and surrounding areas. Holding"meet 8nd greet" new member
meetings es new member numbers dictate.
Organising èducstional and informative presentstionsfor members at monthly meetings. as weu
as additiorFal sessions addressing health awareness topics.
Facilitating interest groupsft)r members. encompassing 8 broad spectnjm of recreational,
physical. mental, and educational pursuits. along wrth trips and visits designed for both
educatlonal and ￿creatIOnal ènrichment. Annually holding Group Leader"meet and greey
meetings to SOCi81ise and discuss opportunitles and issues.
Disseminating news and updates to all members ￿gardIftg internal matters and broader
developments within the u3a movement.
Promoting opportunities for members-marryof whom may be Isolated. elderty. or experiencing
lonellness-to form new social conn8Ctions 8n(I participate activaly in the local community
through organised 8Ctiviti89 and Interest Groups.
Investmgnt Policy and Perfomwice
Financial Review
Reserves Pollcy
This yeavs financial statement is on pages 5.
CGu3a has a documented reserves policy. our reserves in
2025126 meet the policy criteria.
Membership subscriptions are the principal source offunds.
Funds
ThA8tee8' Rospon8lblilrle8 Statement
Ch8rity18w in England and Wales mandates th8tthe Trustees pro(Juce annual financial statements that
present a true and fairview of the Charwty's Position. including its resources rgC9iVgd and appli9d during
the reporting period. Wh8n praparingthese financial statements. theTrustees must:
Select appropriate accounting policies and apptythem consistently,
Make reasonable an(J prudentjudgements and accounting estimates, and
Prepare the statements on a going concem basis unless it is inappropriateto assume the Charity
wlll contlnue Its operations.
Trustees ar8further responsible for maintaining proper accounting recordsthat are sufficient to clearly
document and explain the Charity'stransactions and accurately discl058 itsfinar7cial position at any
given time. These records must enable compli8nce with the CharFties Act 2011. the Charity (Accounts
and Reports) Regulations 2008, and the provisions of the Charity's Constitution. Trustees also hold
regpon9ibilityfor safeguarding the Charitys assets and fortsking appropri8te measures to prevent and
detect fr8ud and other irregularities.
An Ind8pendent Examiner's Rèport is prepared each ye8rforthe Trustees 28 P8rt of compliance
proce¢ures. Tnis reporE will be in a tormat preQetern)ined by the Charity Commission. see Page 4.
Page 3of5

CHISWELL GREEN u3a
INDEPENDENT EXAMINER'S REPORTON THE ACCOUNTS
FOR THETRUSTEES OFCHISWELLGREEN u3a.
Thi8 is a copy of the original.
(HARITY COMMISSION
FOR ENGIANO ANO WAIES
Independent examiner's report on the
accounts
Sectlon A
Independent Examiner's Report
R8port to the trust8gS
On ac¢ount• for the year
ende
Charlty no
Ilf Ony)
31s. HILui
IItsCqfv*
Set oft pag
I r8FoI to ts trustees cffl my eXamInatK￿ of the acc(￿nts of the 8bove
charity (kn Tn￿rI ths year erKknJ
Responslbll1ti￿ and
basls of r•port
As th8 chafrty's lrnstees. you are re4M)n%bte for th6 preparation ol Ihe
account6 in accordance th¢ r¢qi￿rements of the Charities Act 2011
l-lhe Aci-).
I reFth in respect of my exaMIn8t￿ of tho TnJst'$ acc￿nIS C8rri8d out
under section 145 01 the 2011 Act 3TrJ in carrying oul my examinalion. I
have follcN4ed 811 Ihe Directions given by Ihe Charily Commission
under seckn 14gSllbl of the Act.
Indop•ndent
examinerfs $tatsm¥nt
pPk8b￿￿. D&ktg1 l il not 8ppbcaWe.
I have comp4èted my exwnination. I ccrfiryn th8t no matèrial matters have
ccxne lo my altenlin in con￿1￿￿ writh the examinaiion (other
ix10￿"} which gives me Caw to bpleve that in. any material
respect..
Ihe accouNirg rec￿￿3 were kept In aGc¢ydance wlth sectkn 130
ol Ihe Chwnies Acl: c
Ihe accounls did rnt accc¢d vAlh lh& aeeojnting records,.
the accounts FKrt comFty with th• a￿leatle wuiramenls
orKeming fcffti and ci>ntent of aCco￿ts set out In the ChariUes
(AcGounts a￿1 Rem) RtyulBti(M5 2tMI8 olher th8n any requiretnent
that the accounls give a Irue and fairf view which is not 8 matter
ccfftgdered as part of an Irth￿nden1 examinaticfi.
I have r#) ¢￿￿emS aThJ have CLNne ￿rO$S no other mallers in conneGIi(Xb
with the examinali(n lo which attenb.on 5hcthJ be drawn in thls ￿port in
order to enable a underStar￿ing of the 8ccwnts to ￿ reach&Y.
. Please delo18 Ihe words kn thg br8clrets Mthey do not 8wIy.
Si9ned:
Date=
LÉ KÉLLlrfb
Relevant professional
quolilicotignlal or l)ody
Page 4of5

CHISWELL GREEN u3a
FINANCIAL REPORT
CHARITY COMMISSION
FOR ENGLAND AND WALES
ChisA•ll 13ff••n u3
118
Based
on
CC16a
Receipts and payments accounts
For the perlod
To
311CO12Q8
Section A Receipts and payments
IvthD ne•re•t
Unrestrtcted
RÈStr￿le￿
J¢b)wmÈnt
A1 Re¢ei
31KJ312026
31K)3rk025
Donstions Recerned
mbèr Fèog
Lan54rd Ssles
Book Sales
Rafflo Incorn
710
710
13.600
373
0,921
26
370
1.628
278
17,720
33A10
67.728
hterest1￿rn kn%t¥trnent
tsie$tGroup6 Receipts
&)¢￿1 knDUntRBC￿pls{T[ws}
271
17J60
24.081
52,579
180
17,011
19fv33
4SM7B
15.149
A2 Asset and Inv•sth*nt 5*5.
15.149
61.T28
IS￿78
Committee Ctss14
ember Costs
T￿rd Trust Feè¥ and LiL¥ll5e
Int8r8StGroup$ P?￿eTrts
Social knLwntP4sméntsiTflp$l
Sthtrt•i
1.671
1.670
4,666
2,001
11215
25ffj73
2200
4941
2ffi38
17POO
19207
2,IXII
11315
23J34
Z,140
2,140
51234
462B6
A4 Ass•t purchase
49,094
2.140
51234
46288
3M85
13.1)09
Section B Statement of assets and liabilities at the end of the period
Lknre5trcted
R￿str￿
CatewrSBs
Re¢*Thed & PaKI
in*d4*n(t (Nei}
81 Cash funts
LloyJ$ ￿1￿ Bankknl
LIDyls Sociql Bank Puounl
Skipknn SsiifvJ3 Puount
tsro4tG¢oup LosderAoat
Pfrtycash
Mgmbers Fees P•ld kn Pth4nce
11P96
9.724
10M75
t.￿0
46
8.828
3.572
10,197
1285
41
Z535
10A75
7.189
SA20
18,503
21.022
12.849
33*11
&gned byonèor truè*•8 ortboh￿l
tsfall
Str3nattxe
Prirrt Name
Date ol
approval
LtKJic£
Page 5of5