CHARITY COMMISSION FOR ENGLAND AND WALES TnMtees' Annual Report for the period From 1° January 2024 To 31•1 December 2024 Charlty name: Hucknall & Dlstrlct U3A Charity rngistrat5on nUrnr: 1176197 Objectives and Activities Summary of the purposes the charity 88 88t out in its goveming d0ment The advancement of education of older people and those WIK) are rets'red from full tr'me work by 11 means, including associated activitie5 conducwe to learning and personal developmenL Members, meetfngs are held each month involvin8 a guest speaker on a variety of toplcs. Summary of the main aivbties in relation to those Fyjrposes for the public benefft. in particular. the acti¥ities, projects or servi5 identified in the ac(x)unts. There are a number of special interest groups which meet at different frequencies during the month, with the emphasi5 on members learnin8 from uch other. 1.18 The trustees have had regard to the Charlty Commission's guidance on public benefit. wt)ether the trustees have had regard to the guidaK* i&8d by the Charrty Comnission on public Achievements and Perforniance Membership numbers were maintalDed and the number of volunteer5 Twas increased. Summary of the main ievements of the charity. ntifying the dtfference the charity's r)rk has male to the arcumstances of its berficIaneS arKI any wider trrtS to society as a Pva120 New interest groups were introduced, offering an even greater choice for members. The increased use of social media continued, aidin8 promotion and providing general information, alongside the webstte. to encourage retired l semfrretired people in the area to become involved in the charity.
Financial Review Rebryew of the chartvs finan¢i81 Stil0n at the end the period Statement explaining the rx)licy for holding resepdes at'ng why they are held Arnunt of reserves held Reasons for holding zero reserves Details of fund materially in Par4 121 Income £33.624 Expenditure £39.995 £18.239 Reserves of between 6 and 12 month5 of usual expenditure are held to enable the charrty to fulfil rts obl. ations. £18,239 NIA Pw•122 Pwa122 Pw•122 kn124 NIA ExF48nation of any un(rt8inlies about the thanty continuing as a gcing P¥•123 NIA Structure, Governance and Management Des¢riMion crf charitls tmsts.. Type of governifVJ documerrt Pw•125 Constitution How is the charity constituted? Par• 125 Unincorporated associatian ate Trustee gelection nthl8 induding details of any constrtutional F)roNi*'ons e.g. eleclion lo post or name any person or body entitbed lo appjirrt one or nN)re tru&ees Pm 125 Trustees are members of the U3A who are ected at an AGM or temporarily ¢tropted during the year. Referenco and Admlnlstrativo detsils Chwty na Other the chanty uses Registered charrty number Chanty's pri1PaI •Jdress Hucknall & Distrirt U3A NIA 1176197 7 Pales Close Linby Noitingham NG15 8JY
Namos of the ch•rlty trustees who manay th• ch•rKy Lknt•¥ •d•d Ifnot for thol• TN•t•e n•m• (Allc• (If •nyl m• of p•rnon lor body) •ntitl•d Inttru•t•• Iran Elizabeth Attenborough Christine Eagle Melvyn Francis Gary Holme5 Tina Holmes Treasurer Chair Kevin Vaiey Robert McEwen Business Secretsry Victrchair Appointed IO" April 2024 Appointed IO" April 2024 Lynda Smeathers Susan Tedstone 10 Greg Umney 11 John Pretty Appointed I April 2024 12 13 14 15 16 17 18 19 ate trues- names cl the dIror8 at the date the LXY•elor Mm• rtwasa N/A Name d trustees holding trtle to propwrty belonging to the charity N/A
Funds held as custodian trustees on behalf of others Descripts'on d the assets held in this cApa NIA Name and obieds of the cttarity on whose behalf the assets are held and h(w this falls within the custodian tharity's obi NIA Details of arraryrrwts f safe cuody segregation of sh asgels from the chwity's assets NIA Exemptions from disclo8Urn Rea80n for non4i8doJurn rsonnel deta'18 NIA Declarations Slgnod b•half ofth• chartty's trt Slgnthr•(•) Full nam$) Kevin Allen Varey Posltlon (eg Secr•tary, Chalr. •tc) Business Seuetwy 2P June 2025
HIXKNALL & DI U3A INCOME & EXPENtXTURE YEAR ENDED 3 2024 2024 2023 INCOME SUBSCRIPTIONS & NAmON5 FEES GIFf Alo AIVIERA COMMISSION GRANTS MISCELLANEOUS INCOME 4.135.01 28.971.15 518.25 7.176.00 24.918.94 931.74 566.84 100.(M) 3.693.52 EXPENLNTURE ROOM HIRE ADMISSIONS T114NSFf)RT ENTEATAINMEP TAT LEVY TAM MAGAZINE MEWSLErrEAS SP&IKERS PRINTING. ATIONEfly +POSTAGE EQUIPMENT & REPAIRS REFRESHMEKrs SLIBSCRivnoNS & REGisfRATIONS LICENCES WEBsE BEACON NK CHARGES AND COMMISSKIN GROUPS supifiRT MISCELLANEOUS EXPENOITUAE 12.911.19 2.673.50 13.014.35 8).00 1.772.00 504.92 572.80 1.231.50 549.13 341.53 3,799.19 107.21 102.00 93.74 454.00 108.26 604.57 354.78 10.310.29 1,045. 10.061.31 1.370.00 1.760.00 404.86 706.80 1.200.00 302.40 586.66 3.546 10 139.20 102.(M) 197.82 458.00 73.68 453.10 410.89 39.994.67 33.128.13 SURPLUS1(DEFrn FOA THE YEAA 6.370.26 565.39 RESERVES gIFWD 24.608.82 24,043.43 RESERVES QFWD 18.238.56 24.608.82
M SHEET AS AT 31ST OEC 2024 2024 2023 BANK BALANCE PAYPAL 8ALIN 18,1162.81 5(X).(KJ fj6.35 18.629.16 407.17 16.57 18.238.56 21.870.95 2.789.39 65.00 24,725.34 11fj.52 LESS OLITSTANtMNG CHEQUES PLUS UNCREDITED RECEIPTS 24.608.82 PAEPAID EXPf NSES CREDThORS DUE wrrHIN I YEAR ACCAUED EXPENSES 18.238.56 24,608.82 GENEPAL FUND 18.238.56 24,608.82 18.238.56 24,608.82
R•port of thè Indopendent Examlnar of tho Account• of Hucknau & Dlgtrfct u3a. I have examined the accounts and records of Hucknall & District u38 forth8 period 111 January 2024 to 31•t Decomber 2024 and certffy to the best of my belief and knovAedge that the 8ccount9 have been prepared In accordance wlth those records. John Tw8lls Independent Examiner. Date 025
Roport of tho Indopendent Examln&r of the Account8 ot Hucknau & Dlstrfct u3a. I have examined the accounts and records of Hucknall & District u39 torth8 period 111 January 2024 to 31rt D8Gombor 2024 and certffy to the best ol my belief and knovAedge that the account9 have been prepared In accordance wlth those records. John Twells Independent Examiner. Date 02g