Lindsey u3a Registered Charity No. 1180554 ANNUAL REPORT For the year ended 31 December 2024 Constitutlon Lindsey u3a constitution was amended as recommended by the Third Age Trust and was formally adopted on 3rd March 2020. It was re8iStered as a Charity on 5 November 2018. Trustees durfng the year to 3tst December 2024: Luke Pickerin8- Chair Sld Miller- Vlce Chalr Malcolm Thompson-Treasurer Jenny Porter- Secretary Geoff Sherman John Saynor Jane Miller Sheila Nash Janet Freeman Tricia Barnes Bankers; Natwest PIC Independent Exarnlner Nigel Manders Page I
Annual Report for the year ended 31 De¢ember 2024 (cortinued) Objerttves The Object of the u3a is:_ The advancement of educatio and in particular the education of older people and those who are retired from full time work in Lindsey and its surrounding l(Kality. by all means including assLKiated activities conduave to learning and personal development. Flnance Subscriptions were set at a level designed to cover our running costs, The financial statements that follow show a surplus on general funds of £4,546.78. Report for the year Our membership numbered 267 at 31st December 2024. We contlnued to attratt members both locally and from other u33's. Although we lost some groups, they were replaced wlth new and Innovatlve ones. Members appear to enjoy their membership and encourage others to join. Attendance at the monthly meetings has increased with speakers who have been well received. They are run with a very welcomin8 and friendly style. Future We encourage all groups to advertise for more members and hope to increase our activities by introducing new groups. Membership is 8rowin8 and many individuals voILJnteer to give assistance in some way for the general benefft of knndsey u3a. We will continue to have excellent speakers at monthly meetings and we are to hold social events to encourage those who help the or8anisation to continue to flourish. Slgned on behalf of the Tnistees Sld MI Chalrnn 4 July 2025 er Mal olm Thompson Treasurer 4 July 2025 Page 2
INDEPEf4DENT EXAMIP4ER'5 REPORT TO THETRUSWEESOF Llnd5ey u3a ON AccouNfs FOR THE YEAR EPIDED 31 DECEMBER >)24 I report on th• accounts of th• Charlty frK th• af•nd•d 31" D•c•mb•r 2024 which ar• s•t out on pa8• 4. ResPertI ResponsibIllt$ of Trustees •nd Ewiner The Charity'5 Trustees Hre rspon51ble forthè pr•paratlon of the attounts report. The Charty'sTrustees con$6der that an •udit Is not required for this year {und•r s•¢tion 144121 of the Charttits Art 2011 (the 2011 A¢tl}. and that an ind•pendont •xaminaUon is needed. The Char6ty is Preparia¢¢rUed accounts and l am qualified to Urertake the emimlnatlon by bein¢ a qualtfied member of The Institute of Chartered Accountants in Eland and Wales. It 15 my r¢sponslbllity to.. l Ex•min• th• •ttounts under section 145 of the Charitr•s Act 2011. 11 To follow thè proc•durs laid down In oenernl dlre¢t5ons ¢l¥•n by th• Chartdes G)mrnlss6oMrs und•r 14515llbl of th• 2011 Act.111 To stats wh•th•r p•rtlcuhr matt•rs hm com• to my •tt•ntlon O•111 of Indopendent Exarnlnerfs Statemert My •x•mination wès c•rried out in •cconlance wrth the ynernl dir•ctions 8N•n by Charlty Commlsslon. An •xamln•tfjon Includes è r•vl•w of the accountln8 r•cords k•pt by th• Charlty and • comparison of the accounts presèntèd wlth thos• r•cords. It also includ•5 ¢onsid•ration of any unusu•l ff¢ems or disclosur•s in th• accounts, st•kin8 •xplanation from tho Trust••s eonc•rnini ary such matt•rs. Th• proc•dur•s und•rtaken do rrtjt provKlt all tvld•ncè that V•Duld be required in Jn audr¢ and consequently no opinlon Is 8lv•n as to wheth•r th• accounts pr•s•nt • "tr¢ IT fair yw.. Th Mport 15 IlrnOt•d to those rn•ttrs set out In th• 5totem•nt below. Independent EM•mlner's Sl•t•m•nt I I have ¢omplÈt•d my •x•mlnalon aNI ¢onfim that no m•t•rtsl m•tt•rs to my att•ntlon conn•thon wlth th• •x•minatlon which lives m• c•use lo h11• tht. in any rnat•rial rnsp•ct: i the records were not kept In a¢wrd•rKe with s•ction 130 of th 2011 Act,. or li th• aeeounts dld t)ot •¢cord wilh thè aceounfjw records: Or li5 the acccunts dhl not Comp wlth the applicable requir•m•nts conc•rnlw tht fom and content tsf a¢counts set out in the Charitl•s (Accounts and Report1) RegUlaonS 2008 othtr than any rtquirtrmtnt that th• accounts irv• I 'tru• and falr, vlew whlch 15 not a mattef ¢onsider*d as part of •n Ind•pendent examinètlon. 2 1 no con¢erns and have come across no other matters In connectlon wlth ex•mlnafjon to whl¢h attentlon 5houtd be drawn thls report in orderto enab a proper under5tandirq of the accounts to be r•athtd. Page 3
ndlture a at31 r 2024 2024 S40.( 871.04 838. 88QAJO 8D).QJ 4.99 116.98 288.18 72.85 X¢171 270.07 AdnwThstr•th)n. posi 35.68 5.50 PrOf•Sn•1 F••s s0.1 259.00 Group Grnnts 33,78 M?mhr5hlg OlfS Donatktns 6•nk lrt•r•st mis1141Js GfftAkl 4,27&50 3.816.$0 Monthty 3.fKJ Hlr• of vIMa4• Ilall 27.CQ Ci#takn Fee to U3A H•ad 01 O.ÉXJ EqsJi>m•nt 31.00 y!! Newsl•tt•r 767.72 714.00 72.95 Vhlhre 17.35 00 16.80 AArtlI GrtyJpGf•nts Comff4tt•• WlIfS hall Nf• M•Mb•"P S•cr•t4ry- cards. b$. Mtion•ry& commur•tlon PATTesbr 60.(A) 97.31 103A4 74.17 OJJO .$)0 228X#I 222.00 SubT(tsts 4.357.?0 4.277.52 PwafftlLoM frthe wr 65231 .16th95 Ba asat31 24 Totsl Club Funds •s •t l J•nu•ry N•t PrtsfftlLoss for th• Y•4r 3m4.27 4,05S.22 Totsl cl FurAls ai It 31 D•c•mb•r Repr•Mrt•d Iv Club Curr•rt Account aub C•th Fk¥•t Group Curtent A¢1rt Not• 1 3J65.67 GrP C•sh Floats 4538A8 3,877.S2 16.75 4.014.82 8,030.98 4 136.71 i•ss GroupTolal FuThls 99.47 IIttIGToupk¢Ot Ye•r2024 Income £W57.06 £24.194.30 Nèt 4637.24 Y•r 2023 I¢m £17$ £1621107 14•t £L65L48 IL ,. M•kolmTIKwrwn 9Mwth 2025 E¥•M1ft by N•1 M•nd•rn D*1 23 M•rth 202S Dat• Pw4