CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110412024 To 3110312025 Charlty name: Hawkwell Vlllago u3a Charfty r•gl8tratlon nurnr: 1178118 Objectlves and Actlvltl88 SORP rnf•rBnt• Summary of the purposes of the charity as set out in its govemlng document rn 1.17 The advancement of education, and in particular the education of older peopl8 and those who are retired from full-time work, in varied ways including activities conducive to leaming and rsonal dev810 ment. Over the past year our u3a has continued to provide. the people of Hawkwell Village and further afield, with many opportunities to come tog8ther,18am new things, and stay physically & rnentally adive during their later years. Summary of the main activities in relation to those purposes for the public benefrt, in particular, the adivitl88, projects or serviGe8 identified in the accounts. Statement confimiing whether the InJ8tee6 have had regard to the guidance issued by the Charrty Commi88ion on public benefft P•ra 1.17 1.19 P•rn 1.18 The Trustees have encouraged and enabled people, who are no longer in full time paid employment, to help each other to share their knowledge. skills, interest8 and experiences. The Trustees have promoted the values of lrfelong leaming and the positive attributes of belonging to a U3A. The Trustees have done all they can to ensure that people wanting to join our u3a could do so. Addltlonal Infomi•tlon (optlon•l) You ma choose to indude further statement8 where relevant about: Our Intere* Groups are led by committed Group Leaders. We currently have 35 active groups which are promoted to both new and existing members. Our memb8rs are kept up to date, about groups. through a monthly Newsletter. emai15 and announcements made at our monthly meetings. The Group Leaders are also able to keep in touch wrth their group members through our secure u3a database, and most of them contact their members regularly before group sessions. Our monthly meetings featUd a variety of speaker5 who covered a diverse selection of interesting topics. The meetings run smoothly thanks to our volunteer5 for setting up the hall and hel in in the krtchen. Contribution made by volunteers P•r• 1 36
Achievements and Performance SORP The membership numbers at ourAGM in April, st¢)od at 311 Members. The monthly meetings are usually streamed on Facebook, so that more of the membership can attend remotely. All of our groups are open to all members. The Trustees consider it is vrtally important that expand our Interest Group offer so that more of our members have a chance to come together to leam new things and remain physically and mentally active. We have made significant progress in this respect and now hav8 35 actlve Interest Groups. Finanrial help is available to new groups this is met from our reser¥e8 rf needed. Summary of the main achievements of the charity, identifying the difference the charity's work has made to th8 circumstances of its beneficiaries and any Wer benefits to society as a whole. P•rJ 1.20 Financial Revlew Review of the charity's financial position at the erKI of the peri¢)d r¥ t.21 The main account income is from membership fees. We have reduced these fees over the years as we want to reduce the exce88 w8 are holding. The Social account excess is generated from running events that each make 8 small excess. This has been noted and we intend to run some èvents wrth a planned loss to reduce the excess held. This last year (over all ac¢ount$) we reduced the total excess held by £312 At year end the balan$ in each of the accounts once prepayment8 are accounted for were Main Account ÈoGt•l AGGount £5182.72 £1964.98 Develo ment Account £1015.53 The reason for keeping a reserve in the main account is to ensure any liabilities rAn be settled rf we Stopped operating a$ some payments are paTrd in arrearyJ. The reason for keeping a reserve in the 80cial account is to be able to pay a supplier rf an event we put on was to run at loss. The asOn for Ixrrently keeping a balance in the develowienl account is to pay for unexpected large cost rtems (such as a projedor this We aim to keep a minimum reserve of £2500 in the main membership account and £1000 in the social account. Statement explaining the policy for holding reserrfes stating why they are held P•r• 1.22 Amount of reseryes held Par• 1.22
Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going conrn Para 1.22 NIA Para 1.24 NIA P•r• 1.23 NONE Structure. Governance and Management Description of tharty's trusts.. Type of governing document trust dèed, ro al charter How is the charity constituted? (e.g unincorporated association CIO Trustee selection methods including details of any constitulional provisions e.g. election to post or name of any person or body entitled to appoint ono or mor8 trustees Parn 1.25 ConstitLrtion adopted 25 April 2024 P#rn 1.25 Unincorpjrated Association Pqrn 1.25 At each Annual General Meeting all trustees retire and subject to length of tems set out in our constitution they may stand again and positions are filled by vote at the AGM. Tho elected trustees may, at any time, co-opt up to 2 truste88 until the next AGM and may reappoinl such cNpted trustees for up to additional successive 12 month poriods. Addltlon•l Inforniatlon {optlonal) You ma choose to indude further statements where relevant about.. The Charity is affiliated to the Third Age Trust. The Trustees have the er to co-operate with other ch8rtties. voluntary bodies and statutory authorities and to exchange infomiation and advice with them and in particular wilh other u388, clusters of u388 and The Third Age Trust The charty's organisational Structure and any wider n6fv40rk with which the charity works P•r• 151 Reference and Administrative details Charit name Other name the chari uses Re istered charil number Charity's principal address Hawkwell Villa eu3a 1178118 2, Jubilee Gardens. Rochford. Essex SS41XJ
Name8 of the charity tru•t••s who manage tho charity Tru•ts• nam• Office Irf •nyl Datss aetsd If not for wthole ymr Name of perdon lor body) entIv to •ppolnt •n Brenda Robinson Janet Arrowsmith Dave Ashpole Jennifer Laird Chair Vic&Chair Vice-chair As818tant Treasurer Brian Pickard Treasurer Pam Forsyth Andrea Johnson Business Secretary Membership Secretary Social Secretary Groups C(pordinator Speaker selary Technical OffIr Welfare Officer Mike Hall Coral Kathro 10 Jackie Ford Kate Broad Dawn Catton 12 13 14 15 18 Declarations Th• tru•ts•8 d•clar• that th•y hav• approv•d th• tru•tso8' r•port •bov•. Slgnod on bohalf ol tho charlty'• trust•a8 Slgnaturo(4 Full namo18) Po8ltlon (og Secrotaryi Chalr, otc) Date Brenda Roblnson Janet Arrowsmfth Chalr Vlce Chalr ao2 20%
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