Trustees’ Annual Report for the period
From 1/4/2024 Period start date To 31/3/2025 Period end date
Charity name: St Austell U3A
Charity registration number: 1174637
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | St Austell U3A continues to promote the values of the UK National U3A organisation. These values are captured in “Learn, Laugh, Live” where activities targeting education for the retired community are actively encouraged. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
St Austell carries this out by operating 40 Interest Groups. They are accessed by the local community primarily at our rented suite of meeting rooms in St Austell. A smaller number of groups meet at other commercial premises more suited to the needs of the group such as dancing, or the library for one of our book groups. There is a good mix of both physically active interest groups such as Tai Chi and Line Dancing; and groups which are easily accessible to those with mobility issues. Book Clubs are particularly popular, and the high numbers expressing interest means that four groups are now running. More intellectually demanding groups such as Bridge, Mah Jong and languages are successful; and for the able bodied there are both short walk and long walking groups. Painting, singing, and ukulele groups address the needs of artistically inclined members. New groups are always starting up those in the pipeline for later in the year include Cribbage, Knitting & Crochet, and Science. St Austell U3A recognises the issues faced by older people who live on their own and two Interest Groups have now been set up specifically to address this. “Members on their own.” |
| New groups ofen get created through the members’ cofee morning networking actvites that take place twice a month, and through presentatons by specialists in their feld which have included: The Work of Mercy Ships Listening to the Enemy (Bletchley Park outstaton in St Erth) Go Beyond Charity The History of Cornwall Wine Group events included: Wine Quiz night Visit to local vineyard Visits to local wine merchants Summer Garden Party The Theatre Group have enjoyed a variety of outngs including: Johnny Cowing at the Arts Centre Guys and Dolls at the Keay Theatre Murder Mystery on the Bodmin and Wenford Railway A Night with the Stars at the Keay Theatre Magic of the Musicals at the Keay Evita at the Arts Centre Backstage tour of Hall for Cornwall Christmas lunch at Lanhydrock Golf Club Hairspray at Hall for Cornwall Conclave at White River Cinema Queen Tribute act at the Arts Centre Social Events included: Killerton House and Gardens (NT) Train to Falmouth Geevor Tin Mine tour South Devon Railway and Buckfast Abbey Waverley Paddle Steamer Tiverton Canal, Horse-drawn Barge Trevaskis Farm and Paradise Park Nautcal entertainment and Shanty Band Christmas Lights mystery tour 10 Pin Bowling Beetle Drive Our annual Christmas Party is always well atended with a selecton of groups showcasing their talents for all to enjoy. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | St Austell U3A attracts older members of our community who are no longer in full-time employment or raising a family. We are an inclusive organisation that welcomes people from all ethnic groups and walks of life, our groups include social activities to bring people together to help alleviate the effects of loneliness thus promoting mental health and physical wellbeing. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising |
| activities against objectives set |
Para 1.41 | |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Refer to summary annual accounts and audit statement. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | No policy on holding reserves. |
| Amount of reserves held | Para 1.22 | None |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Annual subscriptions and fees for usage of premises. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
St Austell U3A is a subsidiary of the national U3A. |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Election at the Annual General Meeting or co-opted during the year as vacancies arise. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | St Austell U3A |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1174637 |
| Charity’s principal address | 11 Hollow Burrow View St Austell PL25 3GH |
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 (ifany) |
|---|---|---|---|---|
| Chris Scott | Treasurer | April ’24 – July‘24 | AGM | |
| Heather Lovegrove | Treasurer | August ’24 – March ‘25 | AGM | |
| Carol Folley | Minutes Secretary | AGM | ||
| Joan Hooper | Asst Mem’shipSec | AGM | ||
| JennySkipp | MembershipSec | AGM | ||
| Lucinda Davison | Chair | April ‘24 – July‘24 | AGM | |
| Chris Crane | Chair; Web site and media |
August ’24 – March ‘25 | AGM | |
| Richard Ash | Secretary | AGM | ||
| Chris Timmins | Groups Co-ordinator | AGM | ||
| Elaine Linaker | Vice Chair/web site | October ’24 – March ‘25 | AGM | |
| Kim Robertson | Safeguarding | October ’24 – March ‘25 | AGM | |
| Mark Stephenson | Speaker Co- ordinator |
October ’24 – March ‘25 | AGM | |
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Heather Evelyn Lovegrove
Position (eg Secretary, Treasurer Chair, etc)
Date
4/10/2025
St Austell U3A - Summary Annual Accounts 2024-2025
| Main Account Opening Balance £22,319.16 Income Memberships £8,740.00 Donation Riviera Travel £251.82 Donation Xmas CDs £45.00 Donation Earl (Overpaid Subs) £20.00 Donation Christadelphians £100.00 PPCs £4,541.00 Inter account transfer £3.35 Total Income £13,701.17 Expenditure Arts Centre Rent £7,713.00 Zoom £187.08 Web site £230.40 Speaker Expenses £180.00 Web calendar plug in £40.38 U3A membership fee £1,416.00 U3A Licence £372.00 TAM magazine £826.88 Office Supplies £76.15 Postage £22.25 Lanyards & Wallets £99.43 Technology (IQ-N2 VISU) £103.52 Storage Boxes £65.00 Office Printer £237.97 Padlocks £28.98 Office keys £24.00 Small Tables £68.38 Office Blind £18.00 Fleeces £451.20 Catering & Xmas Party £117.93 Extension Lead £15.00 Gifts for Long Serving Members £65.25 £12,358.80 Closing Balance £23,661.53 |
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|---|---|---|
| Social Group Account Opening Balance £3,711.39 Income £9,844.45 Expenditure £9,651.40 ClosingBalance £3,904.44 |
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| Theatre Group Account Opening Balance £407.53 Income £8,236.50 Expenditure £7,108.52 ClosingBalance £1,535.51 |
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| Wine Group Account Opening Balance £1,737.79 Income £5,566.00 Expenditure £5,734.69 ClosingBalance £1,569.10 |
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| Totals Opening Balance £28,175.87 Income £37,348.12 Expenditure £34,853.41 ClosingBalance £30,670.58 |
St. Austell U3A Independent Verification of Annual Accounts Year ended 31 March 2025
Statements have been prepared accurately and that the Statement of Funds at the 31 March 2025 is as follows:
Total funds £30,670.58
Comprising:
Account name Account number Balance
Main account 33697363 £23,661.53 Social Group 63651363 £3,904.44 Theatre Group 03844102 £1,535.51 Wine Group 23132568 £1,569.10
Signed: Date: 12 April 2025 Honorary Auditor Penlee, Chapel Hill, Sticker, P26 7HG