Tru8tèe8'Annual Report for the perfod: From: 01.07.24 Perlod 8tsrt date: To: 30.06.25 Charlty Namo: Paddock Wood u3a Charity Registratlon No 1179959 OBJECTIVES & ACTIVITIES The objectives of PW u3a are the advancement of education and, in particular, the education of older people and those who are retired from full- time work by all means, including associated activities conducive to leaming and personal development in Paddock Wood and its surrounding locality. Leaming is by member participation in a varied range of interest groups, outings and social events and by attending meetings and seminars organised by the u3a. The Trustees have all been inducted into the role of Trustee following the guidance issued by the Charity Commission, including the acceptance of the Code of Conduct for Trustees. Additional Information: A considerable number of members take on active roles in the organisation, from leading interest groups, organising events and outings, helping communications between members and serving on the committee, to providtng refreshments at meetings. These roles are all voluntary. Achievements and Performance: Over the last year PW u3a offered its members over 90 different interest groups covering such diverse subjects as languages, local history, music, art and both physical and social activities, all led by our volunteer members. Membership has grown from 600 to over 650, the highest since the u3a stsrted. Four social events for the whole membership and eight study day trips took place, in addition the u3a organised theatre trips. Monthly meetings and seminars available to all were well attended. General information on a variety of health issues is provided regularly by the u3a Welfare Team.
A monthly Newsletter to 811 members provldes reviewg of Study Days and other events, and gives members useful infonnation about future events, guidance on how to avoid scams, and updates on community issues affecting our members. Our website pffjvides infomiation about all our activrties and enables participation. Flnanclal Revlew The u3a's financial position is healthy. A small surplus was made in general expenditure a deficit on social 8Ctivities. The u3a holds a reserve fund in a deposit account with the aim of covering unfoSeen contingencies and a reserve for the Education and Development of existing and new Interest Groups. Amount of reserves held - 9,000 UK pounds Additional Information: Income is generated from annual membership subscriptions, from events and group attendance fees. This is specifically to cover room hire and incidental expenses and the provision of technical expertise as needed by the Interest Groups. There are no major risks, but increasing hall hire charges are anticipated, as well as future increases in affiliation fees paid to the Third Age Trust. Structure, Governance and Management The governing document is the Constitution. The charity is constituted by Unincorporated Association. Trustees are elected each year by the Membership present at the AGM. Trustees have the authority to co-opt Trustees as a result of casual vacancies and up to two additional Trustees to bring their number to a maximum of14. Co-opted Trustees serve only until the next AGM and may then be appointed in the normal way. Trustees may be re-elected in subsequent years as laid out in the Constitution. Addltlonal Informatlon: During the induction of Trustees, a new Trustee receives 'The Essential Trustee: what you need to kno guide (Charity Commission) and the written guidance provided by the Third Age Trust, before taking on responsibilities.
Reference and Admini8tratlve detail8: Charity Name: Paddock Wood u3a Reg. Charity No. 1179959 Charity's Principal address: 4 Kingsmead Park, Church Road, Paddock d, Kent TN12 6HE Names of the Charity Trustees who manage the Charity: Trustee Name Office Dates acted Appointed by Trevor George Carney Michael James Smith Wendy Wollen Neil MacKinlay Lynn Linda Feamley Jennifer Carney Trevor George Sampson Margaret Warner Barry William Ednie Steven John Hann Michele Sinclair Keith Merrin Fred Lemont Jeff Bewsey Vicechair 15.07.24 Cttee Memb. Secretary Treasurer Speaker Coord Welfare Publicity 10.10.24. Cttee Memb. 11.11.24 Cttee.Memb. memb.sec 12.05.25. Chair 10.10.24. Cttee Memb. 09.09.24. Interim Chair 10,10.24. Memb, Sec 12.05.25. Trustees cOpted 15.07.24. Trustees Co-opted ditto Trustees Co-opted Trustees C(H>pted Resigned Resigned Trustees Co-opted Resigned Declarations: The Trustees declare that they have approved the Trustees, Report above: Signed on behalf of the Charity's Trustees: Signature: Full Name: Position: Date:
Paddock Wood u3a St• R•nlpts & P•yrnerts lit July- >)th JUM End d Year 2025 In Prk>r Y•af Coteo Net In Out Net 8ank Intero5t 146 146 IT7 177 Donatlons 477 103 375 916 Educatlon & Oevek)pment Equlpment Glft Ald 293 (293) 389 108 lic*) Hall hlr• 316 1663 (2,347) (7) 2,240 (2,240) 7,605 (728) Interest groups M••tln8 fees Membershlp 7,676 7,683 6,878 663 12,155 124 12,031 IL563 11,$63 (knrpayments (add to Sundry) Posta8e Prlntlns and statlonery (Incl Handbooks) PublKtty + Websfte Quattro events (x) (527) (623) (1,386) (892) 151 (151) (937> (165) 71 570 937 623 165 4,810 6,197 7,779 7,708 Refreshments 121 1,013 536 1536) Refunds Sernlnars 1,152 756 396 908 715 193 Speak@f5 Ic 1,431 (1,331) 1,445 (1,445) 14,928 15,203 (275) (782) 100 Study Days Sundry (Incl Beacon> Theatre trlps 18,249 17,363 177 246 (69) 595 274 I,OS6 5,269 6,424 6,324 4,262 (4,262) 23 Thfrd 4e Trust 2,746 (2,746) 21 Vsitor5 Fee5 21 Welfare 16 222 (206) 3,435 SulArtah 51,325 47,889 50,603 48,456 2,147 22,092 19,945 Totsl 25,527 21092 B•1 Cash 1,760 Current 5,478 1,941 Deposlt 10,732 I162 Socia I I 740 195 Social 2 5,619 4,760 Soclal 3 1,198 2,639 Tot•1 25,S27
CHARITY COMMISSION FOR ENGLAND AND WALES Indepandent axamlnarfs report on the accounts SL)rlioii A Iiiclei)eiidL'lIt Exaiiiiiier b Rei)01 I R•port to th• trusto•sl momtxrn of PAbbocK , On accounts for th• y•ar •nded Charlty no (ff any) 1I7gqr S•t out on pag•• I reFth to the tnjstees on my examination of the accounts of the above charity (Iha Tru8f) for the year ended Ro•pon•lbllltl•s and As the charity trustees of the Trus( you are responslble for the preparatlon bas1• of r•port of the accounts In accordance wlth the requSrernents of the Charltles Act 2011 (Ihe Acf). I report In respect of my ex8mlnatlon of the Tru8fs ac(x)unts rrIed out under 8edlon 145 of the 20tt Act and In carrylng out my exarnlnatlon, I have folk)w8d the appllcable Dlrectk>n8 given by the Charlty Commlsslon u18r sectlon 145(5Xb) of the Act. Ind•p•nd•nt I have completed my 8xamln8t3on. I confimi that no materlal matter8 have examlnefs stst•m•nt coff to my attentk)n (other than that disclosed loW ') In conrckn wlth th6 8xaminaOon which giv88 me cause to belleve that In, any material accountlng records wore nc* kept In accordanco wlth seckn 130 of the Act or the accounts do not accord wlth the accA)unUng record8 I have no and have clxne across no other matters In conn8Ctlon wlth the examlnation to whlch attention 8hould be drawn In order to enable a proper understsnding of tha accounts to be reached. . Please delete the in e brackets rf they do not apply. Slgn•d: Dat•: 202 SKJ R•l•vant prof•s•lonal quallflcatlon(s) or body (If any): Addr•u: KeN4'f Octob•r 2018