ASHBOURNE & DISTRICT U3A Reg. Charlty No 1190748 TRUSTEE ANNUAL REPORT 2025 In Ashbourne & District u3a IA&Du3al was established in 2Crf)7 and is registered with the Charity Commission IRe<d No 11907481. It is a 'local' charrty operating in the Ashl)ourne & Distrirt area of Derbyshire & Staffordshire and a part of the u3a movement in the UK. Founded in 1982, the u3a 'University of the Third e, _ movement encoura8es people no longer in full-time work to come together and enjoy learning in subjects of interest to them or undertake personal development through such activities as arts & crafts and recreational sports, pastimes & other activities. Its guiding principles are to promote informal interest and recreational groups covering a wide range of topics and activities as chosen by their members. There is no minimum age but there is a focus on people who are no longer in full-time employment or raising a family. The u3a movement 15 self-funded and member5 do not work towards qualifications but learn or undertake artivities purely for pleasure. The Third Age Trust Iwhich is itself a registered charity with Reg'd No 2880071 is the body whith leads the u3a or'Third Age, movement in the UK. More information about the u3a movement and the Third Age Trust can be found at htt www.u3a.or .uk. As at the present date, there are over 400,ts)0 members across over l(MY) local u3as. A&Du3a is one such local u3a. It 15 affiliated to the Third Age Trust but is a separate, independent charity- As an affiliate, it makes annual payments to the Third Age Trust for services such as information technology provision and insurance cover. A&Du3a's constitution follows the model form of constitution for local u3as agreed beeen the Third Age Trust and the Charity Commission. It sets out the purposes of A&Du3a and contains provisions for the appointment of A&Du3a's trustees and their term of office, annual general meetings and general management and administration. The trustees of the A&Du3a are appointed by election of the members at its annual general meeting or (for interim vacancies) co-opted in accordance with the terms of its constitution. During the year ended 31" December 2025 the following persons acted as the trustees of A&Du3a= Susan E Hall (Chairl Andrew P Cree Sheila M Crawley Ivice Chairl Sheldon W Davies Susan Edrnonds (Trea5urerl Janet Dodd Alan Keizer Isecretsryl Mary Hall Pamela Boura M Elizabeth R Hoof A&Du3a TAR 2025
With effect from 10th April 2026 the following changes have taken place in the trustee body= Mr A Keizer ceased to be a trustee and secretary; Mrsj Dodd became secretary: and Mr G Dean was elected trustee. The trustees who hold officer positions pursuant to A&Du3a's constitution as at the date of this report are therefore.. S E Hall Ichairl, S M Crawley (Vice Chairl, S Edmonds (Treasurer) and J Dodd (Secretary). The correspondence address of A&Du3a is: The Stables, Gravely Bank Farm Rodsley Lane Yeaveley ASHBOURNE DE6 2DT A&Du3a has a website at htt ashbourne.u3asite.uk . The objects of A&Du3a are set out in its constitution as follows.. the advancement of education ènd in particular the education of older people and those retired from full-time work by all means includin8 associated activities conducive to learning and personal development in Ashbourne and the villa8es and settlements on the Derbyshirelstaffordshire border. There are no qualifications required to become a member and there are no limitations on membership. The annual cost of membership is modest (Current £13 per annum}. A portion of this membership fee 15 passed to the Third Age Trust for the provision of such matters as insurance cover, IT support and other'central, services. A&Du3a currently has over 700 members and over 50 groups covering a wide range of interests and adivities including-. Art, Art Appreciation, Badminton, Board Games, Book Group, Bridge lat various levels), Canasta, Chatter, Chess, Choir, Cinema, Craft, Creative Writing, Current Affairs, Cycling, Disco & Social, Family History, Frenth, Gardens, German, German Conversation. Golf, Guitar, Hiking. Ji85aw Exchange, KurlinL Landscape & Heritsge, Line Dancing, Mindfulness, Natural History, Padel, Pétanque. Photography, Pickleball, Qigon& Quiz, Recreational Painting, Science & Engineering. Spanish, Strollers. Supper Club, Table Tennis, Tabletop Games, Theatre, Travel, Ukulele, Walking, Weekend Lunch Group, Wine Appreciation, Woodcraft & Yoga. As is evident from this list of interest groups, the activities organised under the auspices of A&Du3a relate to subject learning in the arts. languages, nature and science, to crafts & other skills. and to recreational sports and pastimes. There is a significant social element to the activities which, in the opinion of the trustee5, is an important aspect to membership of A&Du3a. Apart from excursions associated with any particular interest groups, most of the activities organised by A&Du3a members take place in and around Ashbourne in the Derbyshire/Staffordshire l)order area, either at hired venues, public facilities or members, own homes. A monthly general meeting li.e. not connected to any particular interest group) takes place which all members may attend. A&Du3a TAR 2025
Having regard to the activities undertaken through A&Du3a, its area of activity and the size and make- up of its membership land the unrestricted actess thereto), the trustees of A&Du3a consider that A&Du3a fulfils the requirement of public benefit to maintsin its charitable ststus. Chalrfs Re ortr. achl ¥ements and erformance Set out below 15 the report made by A&Du3a's Chair IS E Hall) to its recent AGM (10th April 20261.. "l am delighted to present myfirst Choirs Report oftersuch afantostic yearfor Ashbourne & Distrirt u3u in 2025/26. During the year we have ht7d an unprecedented numberof new members join us more than one hundred andfifty. This is an amazing orowth record comingfrom the work of the Committee, ensuring we run efficiently and effectively, but most significantlyfrom the leaders of the fifv-five or more gn7UPS thot we now have. There is o great mix of established ond new artivities and o reol strength of ourorganisation. During the year we hove been delighted to welcome new groups including Travel. Quiz. 5ponish. Woodcraft, Bridge, Petanque (Friday), Bridgeforlmpmvers, Kurling (Monday), Padel ond Kurling (Wednesdayj. This growth in rnembership and ortivities hos not been os o result of o publicity drive but through n7embers' enjoyment of what they t7re doing ond informingfriends and others about the great mnge of t7ctivitie5 available, bocked up with o very successful social media presence. particularly on Facebook. The number of 'likes'for our Facebook report5 ond the imoge5 of happy. smiling people is amazing and our bestform of publicity. It is seen by countless nurnbers of people in the local Community. The 'New Members Drop In, each month has olso been a great success enabling anyone who is interested tofind out more obout whot we do. With record turnouts at these dropins sofor this year, this bode5 wellfor thefuture. Because it hos been a yeor of considerable growth, we ore in a securefinonciol position. Our reserves are ot a higher level than is required to run our u3a and os a result the Committee has decided to duce membership subscription5for the next yeor as reported on by our Treasurer. This posltion will be reviewedforfvture years. I hove much enjoyed being port of Ashboume u3ofvr the last eight years ond porticulorly this lost twelve months. Mypersonal highlights include thefir5t venture by the Travel Group. l also ret711y enjoy being the publicity lead and going round the various groups seeing their activities ond enthusiasm and toking lots of pirtures of people1¢7ughing. At thi5 point I would like recogni5e the unstinting 5UPPQrt we have hodfmm Alan Keizer. who is stepping down afterfour years os Secretary to the Committee, and Mavis Lund, who hos drwen our IT so effertively overmony yéats. We express ourthonks and gratitude to both of these stolwart supporter5 of our u30. l also wish to thank our Committee membets. They hove very disporote skills ond experiences but work very well together." Accountln Income & endlture and r The accounts of A&Du3a in each financial year ending on 31" December are prepared on a receipts & payments basis li.e. non-accrual basis) and receipts and payments pass through bank accounts A&Du3a TAR 2025
A&Du3a's name. These accounts have been subject to independent examination by professional attountsnts and no matters of concern have been reported thereon. In the year ended 31" December 2025, the total income of A&Du3a was £55,74512024: £43,261) and its expenditure wa5 £51.229 12024= £39.5511. As at the year end. accumulated assets comprised £18,084 12024.. £13,359), of which £6,125 represented balances attributed to tts various interest groups, leaving a balance of £11,959 by way of non%roup or 'central' funds held as cash at bank and with no significant payments outstanding. Members, annual subscriptions cover two rnain areas.. lil a capitation fee payable to the u3a rnovement's central body. The Third Age Trust, based on membership numbers in the previous year and payable in April and lill A&Du3a's general adrninistration costs. In 2025, the capitation fee paid by A&Du3a was £2,920 and provides services such as insurance cover. IT and accounting provision and general oversight by The Third Age Trust. The organisation is therefore in a strong firbancial p0s6tion. Its non-group related incorne 15 largely derived from mefnbership fee5 and its non-group outgoings lother than payments due to The Third Age Trust) are mainly administration costs and fees, and general or multi-group meeting costs. Each of its various interest groups is experted to match its expenditure with its income li.e. each group is self-sufficient and not'centrally, supported by the general funds of A&Du3al- The main financial risks which A&Du3a face are a significant and unexperted increase in the Cost of its affiliation to The Third Age Trust and/or a rapid falling-off of A&Du3a membership, neither of which are anticipated to arise in the short to medium term. In the light of this financial position and the reserves available to A&Du3a to cover its '¢entral' costs. the trustees have ieviewed their approach to reserves. They have concluded that it should adopt reserves policy which aims to maintain its reserves at approximate equivalent to one year's 'central' expenditure and capitation fee, plus a further nominal amount of £2,000 to meet any capital expenditure which might from time to time be required le.g. for or presentation equipmentlsoftwarel. As at the present date. A&Du3a's reserves exceed this target amount. The trustees have therefore decided that, for the time bein& it will reduce mernbership fees so that such fees cover only the costs of its affiliation to The Third Age Trust land any individual 'Third Age Matters, 5ubscriptionsl. It seems to the trustee5 that this is a fair and reasonable way to apply the surplus reserves to the benefit of its members as a whole. The impact of this decision will be reviewed each year until the reserves come into better alignment with the policy. A&Du3a does not hold any funds as a custodian trustee. Report prepared by A P Cree. Trustee SIGNED S E HALL (CHAIR) 24th April 2026 A&Du3a TAR 2025
Ashbourne & District u3a Statement of Accounts: all accounts Prin18d 11th March 2026 13.'52 Recelpts & Payments, 1st January- 31st December Start year 2025 Category 2024 In Oul In Athjil lacoJunts} Balance adj Committeen8ad8rs Meetir Donions Expenses Membership Expenses Newsletter Expenses Stamps Expenses Stationery Group Art Appieciation Group Art Learn to Pant Group Badminton Group Board Games Group Canaa Group Choir Group Ciaft Group Cleatrve Wrrtir¥J Group cent Affairs Group Disco Dancirvj Group Family History Group French Group Garden Group German Intermediate Group Guitar Group Landscape & Herit. Group ts'ne DarIng Group Mindfulness Group Paintir4J 4 Pleasure Group Pholcgraphy Group Pickleball Group Qigong Group Rec Paintr'ng Group Science & Eng Group Spanish Group Strollers Group Table Tennis Group Theatre Group Ukulele Group Wine ApprlatI Group Yoga Groups SupFQrt Membership Monthly MeetiThJ Cash Monthly Meeting Drinks nlhly Meeting Hall Hir8 Monthly Meetifvj Speakers Monthly Meeting Xtras Promotions SerViceGIrls Special Events sUries TAM TAT 8eacon & web&te TAT Ca r(alion £552.00 £2,737.34 £630.50 £518.40 £1,798.91 £443.20 £12.90 £10.39 £122.06 £40.20 £275.99 £180.00 £224.80 £2.564.79 £56.80 £810.65 £730.79 £295.00 £1W.58 £27.20 £223.CKJ £96.37 £2,576.01 £Yts3.00 £2.00 £220.00 £2.495 00 £74.00 £928 00 £640.00 £291.00 £2,501.00 £987.26 £942.52 £270.50 £12.04 £315.45 £271.00 50.49 £679 00 £10,229.40 £489.00 £522.00 £2.602.00 £724.99 £938.98 £1.174.52 £270.00 £12.04 £286.00 £220.80 £248 28 £573.CN) £8,109.61 £363.¢XI £51000 £2,940.25 £724.99 £354.00 £250.00 £12500 £491.50 £7,555.55 f364.00 £513.00 £2,029.63 £532 00 £60.02 £806 94 £454.00 £3,612.50 £696.00 £346.49 £21000 £133.50 £517.50 £7.895.65 £409.50 £491.00 £1,60400 £532. £52.50 £813.70 £474.39 rJ.520.29 £696.C £854.76 £483.20 £5,590 00 £1,052.00 £924.00 £1.985 80 £51500 £296 60 £2.251.86 £4,536.00 £12.00 £550 77 £799.90 £860.54 £445.00 £5.700 93 £1,050.00 £924.(N) £1,559.35 £325. £310. £2,166.70 £4.971 [j £.75 £892.9) £132.50 £2.17300 £3,525.50 £108.50 £2,451.26 £3,054. £627.30 £805.50 £20. £361.(M) £628.43 £868.70 £480.50 £639.00 £9,251.00 £1,841.00 £8,276.10 £2,132.73 £J96.10 £583.06 £1,092. £653.75 £111.10 r392.67 £76.95 £1,540.00 £113.86 £352.00 £670.00 £2,340.00 £863.75 £1,386 1)0 £744.00 £11.50 £195.86 £57.98 £1,15600 £1,440.00 £1.1.00 £364 12 £706.72 £372.40 £555.00 £2,108.00
LQa Derbyshire Net £24.50 £130.50 £43,260.97 £9,859.12 £109.12 £39,551.46 Sub-totals £55,744.95 8rought totward £13,$68.63 £51,229.30 Total £18,084.28 £13,568.63 Balance Sheet Current Group Currenl Group Leaders EOY £11,959.13 £5,128.82 £996.33 £8.697.18 £3,542.19 £1,329.26 Total £18.IJB4.28 £13,568.63
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Indopendent Exane9 Report to th• TnMt•ts ofAshbcwrn• & Dlstrlct Unlverth ofth& Thlfd Ago I r¢M on th& for th8 yewer¥Jed 31 Dnber 225. R•sponslbllltlo$ avKI ba•1• of r•port A$ fv ¢hariVs Irust8e5 you responsble for the preparntion ol the aCcOts in acccKdanc• vAlh the roquirwnwls oftho ChariliesAct 2011 Ilhe Adl. I rsport in SpeCt of my èxartmnatirm of tharity's Caled out under secllon 145 01 the aThJ In ¢aNwng out nry eXaMall0 I have f>1 al the ap[lble DItiOnS gV8n by the Charity COMM&On under section 14515Mbl of the Act. Indop¢nd•nt •X¥nme$ •t•t•nont I have comploted my ex110n. I confTh that rn Mat1 mall8TS have CAJn8 to my attanlon In win8CtI ih th8 èxaminabon wtrvJ me to believe that in any matwial le$cL accounlkng re¢(ds not kept in le5t ofthe (tsity as rewir&J ty secbon 130 ofth8 Acl.. or the accounts do not accord wlh thoso re$. c the aCCntS do not e4)mply vith Ihè appl¢ale concenMThJ the and content of accou$ sel out in the Charilies {Aux)unts and ReForts) Rewlations 2Crf)8 other than any requknmenl that th8 accounts gNe a'tw¢ a1 fair wtiich is Th)1 a matter conShje as p¥i ofan ind&Fend8nt examination. I hav8 no concéms and have ¥¢mss ro other matters COrwCti wmh the examlnabon lo whKh attenJon shcwld be dra in this retx¥l in orylerto envknle a [Oper UndertJ ofthe acLounts to b8 reach8d. SkJnth4: 131z PKF sn1h CTh)per Llmite(J, 7 Street. Ashtwne. Detyshwe. OE6 1BX