Trustees, Annual Report for the period Period start date Period end date From 21124 To Section A Reference and administration details Charity name RETFORD U3A Other names charity is known by Registered charity number (if any) 1171852 Charity's principal address 19 OAKDALE ROAD RETFORD NOTTS Postcode DN22 7GX Names of the charity trustees who manage the charity Dat•s acted if not for whole yeaf Trustee namè Office lif any} Name of person lor body) èntitled to appoint trugtee lif an PIPPA RAMSAY BRYAN GLADSTONE CHAIR VICE CHAIR PATRICIA EVERITT ROSEMARY GOODWIN TREASURER DEPUTY TREASURER SECRETARY MEMBERSHIP SECRETARY FROM 111012024 Retford u3a officers PAMELA MANN PAT LOCKETT CAROL KNOWLES GROUP COORDINATOR CAROLINE MARSH GROUP COORDINATOR LORRAINE SULMAN SPEAKER FINDER 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any. (for example, any custodian trustees) TAR March 2012 Name Dates acted if not for whole ear Names and addresses of advisers (Optional information) e of adviser Name Address Name of chief executive or names of senior staff members {Optional information) Section B Structure, overnance and mana ement Description of the charity's trusts Constitution adopted 24" April 2025 Type of governing document How the charity is constituted An unincorporated members associalion and a member of the Third Age Trust Trustee selection methods Trustees are appointed or re-appointed annually at the Annual General Meeting held in April Additional governance issues (Optional information) Membership of Retford u3a is open lo all people who are no longer in full time employment in Retford and the surrounding area. You may choose to include additional information, where relevant, about: The U3A has a structured organizational framawork that includes.. National Body.. The Third Age Trust oversees all U3As In the UK, providing educational and adminislralive support. Governance.. The Trust is governed by a 8oard of Trustees and an elected U3A Council, which acts as a conduit between th8 membership and the Board. Independent Groups". Retford U3A operates as an independent charity, self.finanang and managing its own aclivilies, which can cover a wide range of topics such as arts, languages, and physical activity. Mutual Aid". U3A members promote lifelong learning and support each other. with no qualifications sought Dr offered. This structure ensures that U3A members can engage in leaming and social activities that suit their interests and needs. policies and procedures adopted for the induction and training of trustees., the charity's organisational structure and any wider network with which the charity relationship with any related parties., trustees, consideration of major risks and the system and procedures to manage them. The Third Age Trust, of which Refford u3a is a member, provides advits, guidance, policies and procedures for the conduct ol Retford u3a. Membership of Retford u3a is by annual subscription and a proportion of that is paid to The Third Age Trust for that guidance and also insurance etc. All trustees give their lime voluntarily and receive no renumeration or other benefits. Section C Ob'ectives and activities TAR March 2012 Encouraging older people to engage In educational and cultural activities. Providing opportunities for ongoing education through self-help learning. Creating a social network for those with similar interests. Promoting lifelong learning and the value of belonging lo a u3a. Supporting the growth of the u3a movement and raising ils profile Summary of the objects of the charity set out in its governing document Relford u3a has a regular Coffee Morning where prospective members Can come meet members of the committee and tslk about joining and group activities available to them. Creating new groups is actively promoted. In addition a Monthly Meeting is held which is open to existing and potential new members, with Group Leaders and the committee members availsble lo offer information and guidance Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) A monthly newsletter 'ldle Times. is distributed lo members along with a monthly article in the Retford Life magazine publicising our activities, joining and ¢ontacl details which is distributed lo all household across Relford and local villages The aelivitses and interest groups are split into various types and open to all members with the range allowing for different levels of physical or mental ability, and are run and organised by members. A friendly environment and mutual respect is actively encouraged. New group ideas are Irialled or launched if there is sufficient interest. The Trustees hava regard lo the guidance issued by the Charity Commission on public benefit and believe that this is satisfied as the Association is non-profit making as any surplus is used in future years to support its ¢haritsble obje¢liv8s and purposes, Additlonal details of objectives and activities {Optional information) All groups are operated under a self funding policy Reiford u3a volunl&ers play a crucial role in the organization. contributing lo its mission of lifelong learning and Qommunity engagement, They are involved in vanous activities, in¢luding-. Organizing and running interest groups and events, which are essential for the U3A's functioning. Contribution made by Retford u3a are,. Leading discussions and facilitating learning experiences, ensuring that members can learn together. You may choose to include further statements, where relevant, about.. policy on grantmaking., policy programme related investment- Providing support to new members and helping to create a welcoming environment for all. Engaging in community activities, which fosters connections and personal growth among mernbers. Overall, Relford u3a volunteers are instrumentsl in making the organization vibrant and inclusiv¢, contributing to the well-being and learning of its member5. contribution made by volunteers. TAR March 2012 Section D Achievements and performance Summary of the main achievements of the charity during the year Retford u3a has offered around 44 different groups to ils members including book, language, history, creative writing, outdoor activitie5, card games and various musical groups. In addition some of the groups have offered excursions lo places of interest related to their groups activities. All groups are led by volunteers Membership has grown from 501 to 554, from April 2024 to March 2025. Quarterly Big Night Out al Retford Golf Club is offered to all members con515ting of meal and Quiz. Monthly afternoon sUbs￿l$e￿ cinema lickels are available from The Savoy Cinema in Worksop for members and this is advertised at The General Meeting and the monthly News Letter. A Monthly General Meeting with guest speaker eovering a wide variety of subjects is open lo all. tea and coffee is avsilable along with group le?der5 and committee members to provide information and advice lo members. A monthly newsletter to all members with updates on 9roup activities, information about future events, and an update from the Chair ¢overing local inleresls. A guidance pack has been distributed lo all group leaders Our website provides information about all our activities and how to join. All Leaders invite prospective new member5 to come alon9 and try the group before commilling lo it. Section E Financial review Brief statement of the charity's policy on reserves Relford u3a maintains a reserve lo allow the charity lo continuing operating for up lo 12 months should any event occur that affeel$ funding, such as a pandemic, or other un foreseen evènts. Details of any funds materially in deficit Nla 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 fundraisingl,. how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical investment policy adopted. SeGtion F Other optional infomiation TAR March 2012 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>, Chair Pippa Ramsay Rosema Goodwin Treasurer Date I | Ili TAR March 2012 CHARITY COMMISSION FOR ENGLAND AND VIALES Retlord u38 Receipts and payments accounts CC16a For the period from To D1.04.2024 3103.2025 Section A Receipts and payments Unrestricted funds Restricted funds to the nearo$t£ Endowment funds Total funds Last year to the noar08t to the nearost £ to th• nearg$t £ to the nearost£ A1 Recei ts Membership Subscriptions Merchandise Sales Relreshmenls he Well Interest Groups - receipts from group member5 Miscellaneous Income & Refunds rant Income 9.140 11,310 11,310 410 320 410 20.629 20,629 21,563 7,880 200 7,592 7.792 500 150 500 ross Income or AR) 40,841 39,053 12,420 28,221 A2 Ass•t and Investment sales. (see tablo). Total recelpts 40,641 A3Pa ments airs Room Rentals Refreshments Stationer Printer Ink Posta Cards - S enses italionlAffiliation Fees Direct Mail Merchandise Purchases eakers Website Beacon Pett Cash Sundries Interest Grou 10 io 1,586 810 The Well 66 226 ath IBirthda 137 2,141 849 610 SB4 656 565 434 434 29,871 33,3S1 s-Pa ments 29.871 37,728 33.351 Sub total 7,857 29071 A4 Asset and investment urchases see table La to 340 340 727 Sub total 340 Total payments 8.197 29,871 3B,968 34.078 0910112026 CCXX Rl accounts ISSI Net of recelpts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 4,223 1,650 2,573 4,975 37,3S9 21,713 13,244 34,957 0910112026 CCXX R2 accounts ISSI Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted fund5 to near+st £ 13,244 Endowment funds to n•arest£ DetB*ls to n•arest £ B1 Cash funds Cash al b8nk 21,624 89 Total cash funds 21,713 13,244 IBwee b*an¢&s willl receipts and paymeDI$ 8ccounllSII Unrestrlcted funds to neawst £ 1.228 Restricted funds to fi￿rest £ Endowment funds to near•st£ De13i5s Depo¥il ac¢ounl B2 Other rnonetary assets Fund to whi¢h $18t bolon Current vÉlL¢e tlon•l Cost loptlonal Detoils 83 Investment assets Fund to whlch •88et bolon Cuffont Y¥lue onal Coot loptlonall Dtrt¢iiIs Computers & Printers Projectors & Pointers Screens Audio Equipment Craft equipment Display Boards & Banners B4 Assets retained for the charity's own use Unrestricted Unrestricted Unrestrided Unrestricted Unrestricted Unrestricted Fund to whlch rel Amountdu• Wh•n du• Df tails BS Llablllties Dale of roval Signed by one ￿ twci trustees on behalf of all the trustees Signature Print Name Rosemar GOo￿1n 0910112026 Pippa Ramsay 0910112026 0910112026 CCXX R3 accounts ISSI CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Reportto the trustsesl members of RETFORD U3a On accounts for the year ended MARCH 2025 Charity no (if any) 111 Igai Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended 3110312025 Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (￿he Act.). I report in respect of my examination of the Trust's accnunts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination, I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Dats: 6 Jan 2026 Independent examiner's statement Signed: Name: ADRIAN SUMNER Relevant professional qualification(s) or body (if any): NIA Address: 8 BABWORTH CRESCENT RETFORD Norrs DN22 7NL IER October 2018