Wymondham u3a u3a Wymondham Trustees, Annual Report- FY2025 Reporting Period 01-Jan-2025 to 31-Dec-2025 Name Wymondham u3a Also known as u3a Wymondham. u3aW Charity Number 1183055 Address Central Hall, Back Lane, Wymondham, Norfolk NR18 OQB Trustees John Dollimore Chair- officer John Peat Vic8-Chair- officer Wendy Forsdick Secretary - officer David Pickman Treasurer- officer Linda Amiour M6mber8hip Secr8tary Stuart CrOher Groups Co-ordinator Gordon Denniss IT Manager Georgette Vale Co-opted 07-Sep-2025 Structure, Governance and Management U3aW is an unincorporated members association. It is an independent organisation, but operates under Ihe guidance, and in conformity with, the policies and rules of the Third Age Trust (TATI which is the national support and advisory body. Wymondham u3a began in February 2001. The nstitUtion was first adopted 2151 August 2002 and was last updated in August 2025. Management of u3aW is vested in a Gommittee consisting solely of Irustees of the charity. All Trustees are appointed or elected on an annual basis by the membership at the AGM or co- optedlappointed by the committee at other times, as permitted by the ¢onstitution. The AGM was held in March 2025. mondham U3A, Central H811, Back Lane, Wymondham, NR18 OQB Registered Charity Number.. 1183055 Page1of3
Objectives and Activities The charily's obje¢t is the advancement of education, and in particular the education of older people and those retired from full time work, by all means, including associated activities conducive to learning and personal development, in Wymondham and the surrounding area. The above objectives are promoted by a range of activities including.. Weekly coffee mornings A range of speaker presentations, ¢ourses, workshops and conferen5 Support for the formation of interest groups and activities by members to pursue a mutual interesl or activity within the scope of the objective of u38W. Annual programme of day trips and holidays to places of historical, cuftural and social interest The provision of a welcoming and supportive environment for new and existing members. In managing (making decisions regarding) the above activities, the trustees have complied with their duty to have due regard to the Charity Commission's public benefit guidance when exercising any powers or duties to which the guidance is relevant. Achievements and Performance Membership Continues to grow. from 650 in 2024 to 720 in December 2025. A vibrant and diverse range of activities took place, including,, Weekly coffee mornings held on Thursday and Sunday 89 Interest Groups covering areas such as history. art, s¢ien¢e. music, languages, games, sports, outdoor activities, $oGial, etc Series of educational lalks on cybersecurity Hosted a regional conference on Artificial Intelligence Range of educational courses including Mindfulness, Antiques Day trips lo venues including Bletchley Park, Hampton Court, l¢kworth House, Norfolk Broads. Haffield House, Sutton Hoo, Beth Chatto's Garden Holidays to locations including Scotland, Chester, Torquay, Held Open Day to promot8 u3a Wymondham activities 2026 will be a significant milestone for Wymondham u3a as we will Èe celebrating our 251h Anniversary Financial Review The financial statements have been prepared on a Receipts and Payments basis in accordance wilh the Charities Act 2011 fomiat as permitted by Charity Commission since the total income of Wymondham u3a within FY2025 was less than £250,000. All funds are unrestricted. The accounts were approved by an independent examiner. The financial statements can be found in the file °Wymondham u3a Financial Statements FY2025' (file name u3aW FS FY2025.pdfj The table below surnmarises FY2025 perfomance and compares il to the previous year. mondham U3A, Central Hall, Back Lane, Wmondham, NR18 OQ8 Registered Charity Number.. 1183055 Page2of3
FY2025 FY2024 Delta FY2025 vs FY2024 j£68 t>811 Total Reip*S £43,336 £112,017 Toal Payments £44,737 £123,561 1£78,8241 Net Surplus (Deficit) (£1,400) (£11,543) £10,143 Total Cash Assels £20,932 £22,332 1£1,4001 Total Cash Liabilities £3,170 £1,955 £1,215 NET CASH ASSETS £17,762 £20,377 (£2,615) The financial position Continues to build on the strong position from previous years Receipts were primarily generated through lal annual membership fee and Ib) session fees for group activities and events. The primary areas of expenditure were affiliation fees to the Third Age Trust and the hire of venues for group activities and events. All activity streams strive to be self-fundino, with the committee supporting Communal activities, such as Coffee mornings and open meetings, with small scale subsidies. The significant reduction in both receipts and payment sin FY2025 compared to FY2024 can be largely explainèd by the transition in how m8mber pay for holidays. Prior to 2025, members paid u3aW, which then paid the tour operators. The process changed at the start ol 2025, whereby members reseNed places with the u3aW, and the names were then passed onto the tour operator, who conla¢ted each member dIrelY for payment. This resulted in a significanl and equal reduction in receipts and payments tomrom u3aW Reserves Pollcy The u3aW reserves policy requires a minimum of £5,000 (equating to 6 months of routine operaling Costs) lo be held in an unrestricted bank accoLsnt. The reSee is maintained to ensure the continuity of our CO activities and to cover emergency expenditures. As of the end of FY2025, the cash reserves stood at £5,000, which is in line with the target. Declaration The trustees declare that they have approved the trustees, annual report. Sign8d on behalf of the charity's trustees Slgnaturels) Full name(sl John Peat David Pickman Position Vice Chair Treasurer Date 9th July 2026 9th July 2026 mondham U3A, Central Hall, Back Lane, mondham, NR18 OQB Registered Charity Number.. 1183055 Page3of3
Wymondham u3a
Financial Statements
For the Period FY2025
01-Jan-2025 to 31-Dec-2025
Registered Charity Number: 1183055
Contents
| Page | |
|---|---|
| Financial Statements | |
| Statement of Receipts and Payments | 1 |
| Statement of Assets & Liabilities | 2 |
| Notes to the Financial Statements | 2 |
| Independent Examiner’s Report | IE-1 |
Registered Charity Number: 1183055
Financial Statements
Wymondham U3A
Charity Nr: 1183055
From: 01-Jan-2025 To: 31-Dec-2025
----- Start of picture text -----
Receipts and Payments
RECEIPTS Note 2025 2024
Membership Subscription 8,713 6,893
Coffee & Open Meetings 5,736 5,536
Groups Activities 14,190 8,927
Groups Contribution to Equipment 1,353
Interest Earned 172 38
Miscellaneous 8 846
Holidays 1 795 74,035
Trips 12,189 13,095
Social Events 180 2,648
TOTAL RECEIPTS 43,336 112,017
PAYMENTS Note 2025 2024
U3A National Membership Fee 2,608 2,596
U3A Beacon 651 649
U3A Magazine 1,751 1,542
U3A Other 50
Admin Costs 869 527
Venue Hire (Coffee & Open Mtgs) 6,560 4,611
Catering Supplies 1,325 1,027
Speaker Costs 1,007 815
Equipment 2,467 1,473
Groups Activities 12,403 7,862
Bank & Commission Charges 546
Miscellaneous 25 860
Holidays 1 702 88,589
Trips 12,256 10,160
Events 1,517 2,850
TOTAL PAYMENTS 44,737 123,561
Net of Receipts / (Payments) (1,400) (11,543)
Cash Funds at Start of Year 21,832 33,376
CASH FUNDS AT YEAR END 20,432 21,832
----- End of picture text -----
Page 1 of 2
Issue 1a
Financial Statements
Wymondham U3A
Charity Nr: 1183055
From: 01-Jan-2025 To: 31-Dec-2025
----- Start of picture text -----
Statement of Assets & Liabilities
Note 2025 2024
CASH FUNDS
General Account 3,943 8,745
Reserves & Savings Account 15,210 5,038
Social Fund 1,245 8,050
PayPal 35
OTHER MONETARY ASSETS
Trips Prepayments 500 500
TOTAL ASSETS 20,932 22,332
LIABILITIES
Bridge Course Deposits 1,920
Trips Deposits 1,070 1,955
Events Deposits 180
TOTAL LIABILITIES 3,170 1,955
NET ASSETS AT END OF PERIOD 17,762 20,377
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Notes to the Accounts
Note 0
a) Statement of Accounts has been prepared using the Receipts and Payments method
b) All funds are unrestricted
c) All cash funds (bank accounts) have been combined into a single statement of accounts. Internal cash transfers between banks are not shown as all funds are unrestricted and internal transfers cancel out when using the single, combined view of accounts
d) All transactions are recorded in pounds and pence and all records in the statements of accounts are rounded up to the nearest pound.
Note 1: The significant reduction in receipts and payments for holidays is due to a change in how holidays are managed. Holidays from 2025 onwards, members pay the tour operator directly. Prior to 2025, Wymondham u3a received payments from members which were then passed onto the tour operator.
Financial Statements Prepared by:
David Pickman Treasurer - Wymondham u3a 04-Feb-2026
Page 2 of 2
Issue 1a
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examine s Report Report to the trusteesl ,, If.! members of I U LA On accounts for the year ended Charity no lif any Set out on pages i-.J z I report to Ihe trustees on my examination of the accounts of the above charity lllhe Trust") for the year ended Responsibilities and As the charity twstees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan with the requirements of the Charities Act 2011 ('the Act"). I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)Ibl of the Act. I have completed my examination. I confirm that no material matters have come to my attention { "l in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance wrth section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackels if they do not apply. Signed: Date: OZ Name: Relevant professional qualification{s} or body (if any): Address: IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief detsils of any items that the examiner wishes to disclose. IER October 2018
Wymondham u3a
Financial Statements
For the Period FY2025
01-Jan-2025 to 31-Dec-2025
Registered Charity Number: 1183055
Contents
| Page | |
|---|---|
| Financial Statements | |
| Statement of Receipts and Payments | 1 |
| Statement of Assets & Liabilities | 2 |
| Notes to the Financial Statements | 2 |
| Independent Examiner’s Report | IE-1 |
Registered Charity Number: 1183055
Financial Statements
Wymondham U3A
Charity Nr: 1183055
From: 01-Jan-2025 To: 31-Dec-2025
----- Start of picture text -----
Receipts and Payments
RECEIPTS Note 2025 2024
Membership Subscription 8,713 6,893
Coffee & Open Meetings 5,736 5,536
Groups Activities 14,190 8,927
Groups Contribution to Equipment 1,353
Interest Earned 172 38
Miscellaneous 8 846
Holidays 1 795 74,035
Trips 12,189 13,095
Social Events 180 2,648
TOTAL RECEIPTS 43,336 112,017
PAYMENTS Note 2025 2024
U3A National Membership Fee 2,608 2,596
U3A Beacon 651 649
U3A Magazine 1,751 1,542
U3A Other 50
Admin Costs 869 527
Venue Hire (Coffee & Open Mtgs) 6,560 4,611
Catering Supplies 1,325 1,027
Speaker Costs 1,007 815
Equipment 2,467 1,473
Groups Activities 12,403 7,862
Bank & Commission Charges 546
Miscellaneous 25 860
Holidays 1 702 88,589
Trips 12,256 10,160
Events 1,517 2,850
TOTAL PAYMENTS 44,737 123,561
Net of Receipts / (Payments) (1,400) (11,543)
Cash Funds at Start of Year 21,832 33,376
CASH FUNDS AT YEAR END 20,432 21,832
----- End of picture text -----
Page 1 of 2
Issue 1a
Financial Statements
Wymondham U3A
Charity Nr: 1183055
From: 01-Jan-2025 To: 31-Dec-2025
----- Start of picture text -----
Statement of Assets & Liabilities
Note 2025 2024
CASH FUNDS
General Account 3,943 8,745
Reserves & Savings Account 15,210 5,038
Social Fund 1,245 8,050
PayPal 35
OTHER MONETARY ASSETS
Trips Prepayments 500 500
TOTAL ASSETS 20,932 22,332
LIABILITIES
Bridge Course Deposits 1,920
Trips Deposits 1,070 1,955
Events Deposits 180
TOTAL LIABILITIES 3,170 1,955
NET ASSETS AT END OF PERIOD 17,762 20,377
----- End of picture text -----
Notes to the Accounts
Note 0
a) Statement of Accounts has been prepared using the Receipts and Payments method
b) All funds are unrestricted
c) All cash funds (bank accounts) have been combined into a single statement of accounts. Internal cash transfers between banks are not shown as all funds are unrestricted and internal transfers cancel out when using the single, combined view of accounts
d) All transactions are recorded in pounds and pence and all records in the statements of accounts are rounded up to the nearest pound.
Note 1: The significant reduction in receipts and payments for holidays is due to a change in how holidays are managed. Holidays from 2025 onwards, members pay the tour operator directly. Prior to 2025, Wymondham u3a received payments from members which were then passed onto the tour operator.
Financial Statements Prepared by:
David Pickman Treasurer - Wymondham u3a 04-Feb-2026
Page 2 of 2
Issue 1a
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examine s Report Report to the trusteesl ,, If.! members of I U LA On accounts for the year ended Charity no lif any Set out on pages i-.J z I report to Ihe trustees on my examination of the accounts of the above charity lllhe Trust") for the year ended Responsibilities and As the charity twstees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan with the requirements of the Charities Act 2011 ('the Act"). I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)Ibl of the Act. I have completed my examination. I confirm that no material matters have come to my attention { "l in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance wrth section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackels if they do not apply. Signed: Date: OZ Name: Relevant professional qualification{s} or body (if any): Address: IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief detsils of any items that the examiner wishes to disclose. IER October 2018