2025-03-31-accounts - Kings Hill And District U3A

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	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	for theperiod	for theperiod	for theperiod
	From	Period start date			To	Period end date
		01	04	24		31	03	25

Section A Reference and administration details

Charity name Kings Hill and District u3a

Other names charity is known by Registered charity number (if any) 1171975

Charity's principal address Blackfriars Foundry 154-156 Blackfriars Road London Postcode: SE1 8EN

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Melanie Blewer	Chairman
Margaret Hall	Vice Chairman	To 1.6.25
TonyMetcalfe	Vice Chairman	From 1.6.25
Maggie Bishop	Secretary	To 1.6.25
Gareth Owen	Secretary	From 1.6.25
David Murray	Treasurer
Paula Pomeroy	Vice-Treasurer	From 1.6.25
Sue Watson	Vice-Treasurer	To. 1.6.24	No vice-treasurer for ayear
Mark Richards	Committee Member
Brenda Pretty	Committee Member
Maurice Chittenden	Committee Member
Don Bone	Committee Member	To 1.6.25
Simon Ellis	Committee Member
KathyBooysen	Committee Member	To 1.6.25
Deborah Langworthy	Committee Member	To 1.6.25
Elaine Scutt	Committee Member
Eve Stephenson	Committee Member	From 1.6.25

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

Names of the trustees for the charity, if any,	(for example, any custodian trustees)
Name	Dates acted if not for whole year
N/A

March 2012

TAR

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

CONSTITUTION.

(eg. trust deed, constitution)

TRUST How the charity is constituted

(eg. trust, association, company)

Trustee selection methods

ELECTED BY MEMBERSHIP

(eg. appointed by, elected by)

Additional governance issues (Optional information)

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

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

March 2012

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Section C Objectives and activities

Section C	Objectives and activities
Summary of the objects of the charity set out in its governing document 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)	The advancement of education and in particular the education of people not in full-time gainful employment who are in their Third Age (being the period of time after the first age of childhood and the second age of full- time employment and/or parental responsibility) residing in Kings Hill and District and its surrounding locality.
	I’m sure some Annual Reports are written in a rather dreary style…. all about facts, and the task can seem like a chore…. both to write and to read!!!! BUT, I am pleased to be writing this Report, as it’s all about PEOPLE, YOU and ME!! Together, WE make up the fantastic branch of u3a here at Kings Hill and District, always looking for opportunities to enjoy life and make the most of our ‘Golden Years’. So, what have we been up to in the last year?? Well…. you only have to glance at our colourful newsletters to see that we are out and about and having fun in our different groups. My thanks to Laurie Frowde, our new newsletter Editor for keeping us all in touch with what’s happening. I’m sure many of you are the same as me….and constantly have a FULL diary…. there are so many activities planned for us by our hard-working Events Team….and I thank them for the variety of activities and outings that have been on offer throughout the year. On our Committee this year we have welcomed Gareth Owen, Tony Metcalfe as Vice-Chair, and Eve Stephenson who has taken on the role of Groups Coordinator, having said our thanks and farewells to Kathy Booysen. It is now time to say farewell to Deborah Langworthy who has organised many exciting outings and activities within the Events Team. And also, to Maggie Bishop, our Business Secretary, who has been with us for 2 years, very ably and efficiently keeping all the paperwork up-to-date and in order. I have appreciated their support and thank them both most sincerely for doing an excellent job. So, amongst our 573 members, there are indeed many of you who embrace the ethos of u3a and willingly give your time. We are so grateful to our Group Conveners for your efforts and we held a ‘Thank You’ lunch to acknowledge your support. However, we are always on the lookout for more of you to come forward. There are always requests for new groups……. and hopefully, with YOUR help they can be set up soon. It is my pleasure to sincerely thank all members of our u3a for your positive support throughout the past year, it is YOU who have ensured that our u3a fully upholds our ideals of Learning, Laughing and Living Life to the Full, and long may that continue!

Section C

Objectives and activities

Summary of the objects of the
charity set out in its governing
document
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)

The advancement of education and in particular the education of people
not in full-time gainful employment who are in their Third Age (being the
period of time after the first age of childhood and the second age of full-
time employment and/or parental responsibility) residing in Kings Hill and
District and its surrounding locality.

I’m sure some Annual Reports are written in a rather dreary style…. all
about facts, and the task can seem like a chore…. both to write and to
read!!!! BUT, I am pleased to be writing this Report, as it’s all about
PEOPLE, YOU and ME!! Together, WE make up the fantastic branch of
u3a here at Kings Hill and District, always looking for opportunities to
enjoy life and make the most of our ‘Golden Years’.
So, what have we been up to in the last year??
Well…. you only have to glance at our colourful newsletters to see that
we are out and about and having fun in our different groups. My thanks to
Laurie Frowde, our new newsletter Editor for keeping us all in touch with
what’s happening.
I’m sure many of you are the same as me….and constantly have a FULL
diary…. there are so many activities planned for us by our hard-working
Events Team….and I thank them for the variety of activities and outings
that have been on offer throughout the year.
On our Committee this year we have welcomed Gareth Owen, Tony
Metcalfe as Vice-Chair, and Eve Stephenson who has taken on the role
of Groups Coordinator, having said our thanks and farewells to Kathy
Booysen. It is now time to say farewell to Deborah Langworthy who has
organised many exciting outings and activities within the Events
Team. And also, to Maggie Bishop, our Business Secretary, who has
been with us for 2 years, very ably and efficiently keeping all the
paperwork up-to-date and in order. I have appreciated their support and
thank them both most sincerely for doing an excellent job.
So, amongst our 573 members, there are indeed many of you who
embrace the ethos of u3a and willingly give your time. We are so grateful
to our Group Conveners for your efforts and we held a ‘Thank You’ lunch
to acknowledge your support.
However, we are always on the lookout for more of you to come forward.
There are always requests for new groups……. and hopefully, with
YOUR help they can be set up soon.
It is my pleasure to sincerely thank all members of our u3a for
your positive support throughout the past year, it is YOU who have
ensured that our u3a fully upholds our ideals of Learning, Laughing and
Living Life to the Full, and long may that continue!

Additional details of objectives and activities (Optional information)

March 2012

TAR

further statements, where relevant, about:

policy on grant making;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

Summary of the main achievements of the charity during the year

During the year we arranged a variety of educational, cultural and informative visits as follows: -

▪ Fishbourne Roman Palace and English Martyr’s Church

Milestones, the Living History Museum
Waddesdon Manor
Plus, a Health talk given by the charity Involve .

And who can forget the delightful Christmas meal at The Bull in Wrotham, with a festive sing-a-long? Or dancing the night away to the sparkling tunes at the ABBA Tribute night!

Now we all know that people who lead, need people who help and support….and I can’t be Madam Chair without my team, the Committee. We meet regularly to ensure everything is running as smoothly as it can….and whilst there are serious matters to discuss…. There always seems to be an opportunity to laugh as well!

We have continued to be in contact with members and update them on our discussions at our Committee Meetings by emailing, and posting, a summary of our decisions, plans, and planned activities, and to encourage any feedback to promote involvement.

We maintain a visual contact with members with our in-person Monthly Meetings with guest speakers, with tea, coffee and biscuits as usual.

We continued to maintain full capacity attendance for all organised activities and events and our membership numbers continued to grow at a steady rate, currently 573.

March 2012

TAR

Section D Achievements and performance

Section E Financial review

We have a ‘ Reserves Policy’ , and, in brief, the level to be maintained Brief statement of the equates to a year’s running costs, plus any Reserved and Designated charity’s policy on reserves funds.

The level of reserves is reported on, currently bi-monthly, by the Treasurer to the Committee. Any decision relating to the increase, or decrease, in Membership Fees will take into account the maintaining of the agreed Reserves level.

Details of any funds materially in deficit

N/A

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);

Membership Fees are the principal source of funds which had been reduced and frozen for a couple of years until 2023 to reflect reduced expenditure in activities and meetings due to Covid restrictions. They have recently increased to reflect inflation but are now still 25% below the pre-covid level.

how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

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) M J Blewer

Full name(s) Melanie Blewer

March 2012

TAR

Position (eg Secretary, Chair, Chair etc) Date 1[st] June 2025

March 2012

TAR

Kings Hill and Distritt U3A Y/E Accounts 2024-2025 yle 4 1 11.3 i,1 31.03.25 Balance B/Fwd 8IF¥J Social Activty IN Computer Software Donations Gift Aid Refund Membership Misc Income SIG - Singing income o. 11.00 864.28 2tr23izs 85. 109.35 417.60 38423.37 o.Th) 2022ft3 2282.54 8510.00 88.78 309.70 Income for year TOTAL Social Activity OUT Bank Charges Commlttee Expenseslu3a Computer Software Convenors, Lunth Equipment Hall Hire Hospitality Mlsc Expense5 Monthty Speaker's Fees Postage. Prlntln& Stationery SIG- Singing Hall Hire Training u3a Trust Membership Fees Webslte 161.64 30. 51.50 216.54 1024.55 I>1.49 1195.48 350.15 305.59 1197.60 30.74 451.38 52.96 1147.50 411.05 394.77 1440. IL8.81 369.75 96.05 4232.14 0.00 4397.40 Expendlture for yeart for yeai )6 END NET RESERVES Examlned and Found correct slgned External Audltor. ard Fox Approved by Management Committee Date signed Treasurer Davtd Mu Date slgned Chair Date nie Blewer z¥.

Richard Fox 7 The Close, Birling, West Malling Kent ME19 5WJ Tel. 01732 842893 107840 477599 th 28 April 2025 David Murray Kings Hill & District U3A clo 10 Crabtree Close Kings Hill ME19 4FR Dear David Kin s Hill & District U3A Accounts 2024-25 I have examined the 2024-25 accounts, and found them to be accurate and consistent. In my analysis, I have taken the Beacon listing and CAF annual CSV dump as unimpeachable records. These electronic documents can be traced back to records held by third parties, so can be trusted. The checks I have done are: Verified the categorisation of the Beacon electronic accounts into the Income & Expenditure statement. Cross-checked 1000/0 of the paper expense sheets against your Beacon record" verified that all Beacon records other than bank charges has a paper expense sheet. Verified a random 20 /0 sample of expense sheets against the CAF records. Verified that the end-of-year balan on 311312025 differs from the end- of-year balan on 311312024 by the amount of the difference between income and expenditure. I note that no cash was held over either year- end, and that you deal with cash only on a handful of occasions. There were a few uncashed cheques over each yea-end, and these are accounted for. Verified that the accounts for 2024-25 are consistent with the accounts for 2023-24. Looked for any evidence of inappropriate handling of funds, and found none. Therefore, I can with good conscience sign the Income & Expenditure Statement as being a true and accurate representation of the financial affairs of the U3A, to the best of my knowledge. Richard Fox