2023-03-31-accounts

		Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period
	From	Period start date			To	Period end date
		Day 01	Month 04	Year 2022		Day 31	Month 03	Year 2023

Section A Reference and administration details

Charity name Wetherby and District U3A Other names charity is known by Registered charity number (if any) 1143289

Charity's principal address	11 Coxwold Hill
	Wetherby
	West Yorkshire
	Postcode	LS22 7PX

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	John Roger Pentith	Chair
	PhilipJohn Aindow	Vice Chair
	Richard Daniel	Treasurer
	George Barry Atkinson	Events Officer
	Sarah Goodwin	Groups Coordinator
	Peter HarryWelton	Member Liaison Officer
	Sue Howe	Admin Assistant
	Jennie Grover	Membership Secretary	Trustee from 30thJune 2022
	Timothy Mallett	Website Manager	Trustee from 19thJuly 2022
	Pamela Tudor	General Secretary	Trustee from 6th December 2022

March 2012

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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser	Name		Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance			and management
Description of the charity’s trusts
Type of governing document		Our updated governing Constitution was adopted on 30thJune 2021.
(eg. trust deed, constitution)
How the charity is constituted (eg. trust, association, company)		We are an unincorporated members association, an independent charity, which is a member of the Third Age Trust which is itself an unincorporated association
Trustee selection methods (eg. appointed by, elected by)		Trustees are elected by the membership at the AGM. New Trustees can be co-opted between AGMs and then stand for election at the next AGM.

Additional governance issues (Optional information)

New Trustees are provided with specific information about their individual You may choose to include roles, including detailed job descriptions. They are also provided with additional information, where wider information packages showing the various policies and procedures relevant, about: of Wetherby and District U3A.  policies and procedures adopted for the induction and Policies are in place in respect of: Data Protection (fully in line with the training of trustees; General Data Protection Regulations); Safeguarding; Equality, Diversity and Inclusion.

• the charity’s organisational structure and any wider The Committee meets every 6 weeks. In addition, working groups on

• network with which the charity specific issues are established where appropriate.

• works;

• relationship with any related parties;

• trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

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The advancement of education and, in particular, the education of older people and those who are retired from full time work by all means, including associated activities conducive to learning and personal Summary of the objects of the development. charity set out in its governing document Wetherby and District U3A is a self-help learning organisation for all retired people or that are no longer in full-time employment, who wish to join in activities encouraging learning and the development of skills, whilst also promoting enjoyment and friendship. W&D U3A has over 100 Groups providing a wide range of activities and experiences from social and recreational to the arts and languages. Each Group has a Leader who is responsible for organising and providing activities. The Groups meet regularly at a number of local venues when permitted. During the lockdown a number of groups have met on Zoom. A Committee member is coordinator for all the Groups. In addition to the individual Groups, there is a monthly Open Meeting with Summary of the main activities a guest speaker, followed by refreshments and social interaction. The undertaken for the public subjects at the Open Meetings cover a wide range of interests. Being benefit in relation to these unable to have the formal Open Meetings we organised Open Meetings objects (include within this using Zoom with a guest speaker during the lockdown and this facility is section the statutory still available if members do not wish to attend in person. declaration that trustees have had regard to the guidance To communicate with and keep members informed of activities, W&D U3A issued by the Charity publishes a Monthly Memo and a more detailed Newsletter once a year. Commission on public benefit) These are circulated to all the membership and also made available on the website. In planning activities the Trustees take due regard to the guidance issued by the Charity Commission on public benefit.

Additional details of objectives and activities (Optional information)

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You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

Section D Achievements and performance

March 2012

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

Since establishing in 2010, W&D U3A membership increased steadily until the lockdown when we had a decline. It is now recovering to 1177 at the end of March 2022 and to 1244 at March 2023.

Our Renewal meeting has been reactivated after the lockdown and all members can also pay using PayPal through the internet or by card, cash or cheque at the renewals meeting.

The monthly Open Meetings have resumed and are also live streamed using Zoom. Numbers attending are lower than before the lockdown but are increasing.

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Section E Financial review

Brief statement of the charity’s policy on reserves

Our Policy is to maintain a level of reserves at 12 months running costs of our organisation. This does not include any income or expenses of our Activity Groups or outings, all of which are self-funding. Our current level of Reserves does exceed the 12 monthly level for part of the year.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

• the charity’s principal sources of funds (including any fundraising);

• how expenditure has supported the key objectives of the charity;

• investment policy and objectives including any ethical investment policy adopted.

Our principal source of income is from our membership fees. In recent years the annual subscription has been kept at £12. We did reduce this to £10 for the last two years to reflect the reduction in facilities for members due to the lockdown. During this year we have increased the annual subscription to the pre covid level of £12 to reflect the increase of facilities available to members. We also receive Gift Aid. We receive small fees from non-members who are allowed to attend our monthly Open Meetings on two occasions as guests before becoming full members. The Activity Groups receive sums from members to pay for hall hire, speaker fees, and sales of tickets for visits all of which are selffinancing.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc)

March 2012

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Date TAR March 2012

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