## **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.|
|---|---|---|
|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|
||||||
||||||
||||||
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## – 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**|||
|---|---|---|
|||**Social Group Account**
Opening Balance
£3,711.39
Income
£9,844.45
Expenditure
£9,651.40
ClosingBalance
£3,904.44|
||||
|||**Theatre Group Account**
Opening Balance
£407.53
Income
£8,236.50
Expenditure
£7,108.52
ClosingBalance
£1,535.51|
||||
|||**Wine Group Account**
Opening Balance
£1,737.79
Income
£5,566.00
Expenditure
£5,734.69
ClosingBalance
£1,569.10|
||||
|||**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