South East u3a Forum
Trustees Report and Accounts For The Year Ended 30th September 2025
Registered Charity No. 1196999
South East u3a Forum
Registered Charity No 1196999
Trustees Report for the Year Ended 30th September 2025
Principal Office
15 The Glebe, Trinity Road, Hurstpierpoint, West Sussex. BN6 9XG
Trustees
David Ashton Chair Richard Teare Treasurer Carole Dickenson Caroline Sawers Rob White Resigned 23rd June 2025 Paddy Powell Sally Ingledew resigned 24th March 2025 Kevin Stock
Constitution
South East u3a Forum was formally established by a Constitution approved at a Special General Meeting on 21 April 2021, as amended on 25th January 2023 and on 6th August 2024, and registered a the Charity Commission.
Governance
Trustees are elected from registered member u3a Networks in the South East Region of England, and form the Executive Committee which manages the charity. Trustees are elected annually at the AGM from nominated representatives of the u3a Networks.
Objectives and Activities
The object of the Forum 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 the Forum Area.
Achievements and Performance
The Forum's main activity is the facilitation of a Summer School, currently at the University of Chichester. This year’s Summer School (SS 2025), held between 1st and 4th September, attracted a record- breaking 159 u3a members from around the UK, who attended 12 courses varying from Psychology and A.I. to Patchwork and Walking. From course planning and booking, close liaison with the voluntary tutors and the University Conference Team through to onsite delivery, with entertainment every evening, the SS Team ensured another successful event.
Financial Review
The Summer School Team was able to install Beacon, the u3a Data Management System, which greatly simplified the recording and management of data and the financial records, enabling up-todate details to be provided as required by the various Team members. The Forum made a surplus for the year of £911, which together with Interest Received of £335, totalling £1,246, has been added to the Reserves. The Trustees are satisfied that the Reserves held are appropriate to the level of risk inherent in running a Summer School.
This Report has been approved by the Trustees and signed on their behalf by:
David Ashton, Chair
24th October 2025
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South East u3a Forum
Independent Examiner’s Report to the Trustees of South East u3a Forum
I report on the Financial Statements of the South East u3a Forum (the Charity) for the year ended 30 September 2025.
Respective Responsibilities of Trustees and Examiner
The Charity's Trustees are responsible for the preparation of the financial statements and they consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (The Act) and that an independent examination is needed.
It is my responsibility to:
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examine the Financial Statements under section 145 of The Act
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follow the procedures laid down in the general Directions given by the Charities Commission under
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Section 145(5)(b) of the Act and
to state whether particular matters have come to my attention.
Basis of Independent Examiner’s Report
My examination was carried out in accordance with the general Directions given by the Charities Commission. An examination includes a review of the accounting records kept by The Charity and a comparison of the Financial Statements presented with those records.
Independent Examiner’s Report
In connection with my examination, no matter has come to my attention:
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(1) which gives me reasonable cause to believe that in any material respect the requirements:
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to keep accounting records in accordance with section 130 of The Act; and
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to prepare financial statements which accord with the accounting records and comply with the accounting requirements to The Act have not been met or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the Financial Statements to be reached.
Signed: Date
A P Dunk, FCA 21 Arcadia Road Istead Rise Gravesend, Kent
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South East u3a Forum
Balance Sheet at 30th September 2025
| Current Assets: Debtors Balances at Bank: Current Account Deposit Account Less: Current Liabilities: Accrued Expenses At 30 September 2025 Financed By: Capital Account: At 1 October 2024 Surplus/deficit for the Year At 30 September 2025 |
2025 2024 Unrestricted Unrestricted |
2025 2024 Unrestricted Unrestricted |
2025 2024 Unrestricted Unrestricted |
|---|---|---|---|
| £ | £ £ 48 14,492 14,541 719 £13,822 12,576 1,246 £13,822 |
£ 180 12,487 |
|
| 12,667 91 |
|||
| £12,576 | |||
| 12,033 543 |
|||
| £12,576 |
The Accounts were approved by the Trustees on 24 October 2025 and signed on their behalf b
David Ashton
Richard Teare
Chair
Treasurer
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South East u3a Forum
Statement of Financial Activities (Incorporating an Income and Expenditure Account) For the Year Ended 30 September 2025
| Income Summer School Course Fees Theatre Tickets Deposits Overpaid Sale of Mah Jong Books Total Income Expenditure Summer School Accommodation Theatre Tickets Travel and Course Expenses Tutors Expenses Speaker Fees Gratuities Printing and Postage Delegates Refund Cancelled Course Refunds Deposits and Overpaid Publicity Summer School Surplus Administrative Expenses Committee Expenses Office Expenses Net Surplus/-Defcit For The Year Deposit Account Interest Net Surplus/-Deficit For The Year |
£ £ 61,545 3,780 0 60 65,385 55,099 3,745 1,069 861 132 100 0 1,530 1,245 675 0 64,456 929 0 17 17 911 335 £1,246 Unrestricted 30.09.2025 |
Unrestricted 30.09.2024 |
Unrestricted 30.09.2024 |
|---|---|---|---|
| £ £ 51,740 2,800 0 70.00 54,610 46,996 2,800 570 1,066 60 100 0 0 1,595 999 0 54,186 424 41 148 189 235 308 £543 |
£ 51,740 2,800 0 70.00 |
||
| 235 308 |
|||
| £543 |
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