Trustees’ Annual Report for the period
From 01/04/2022 Period start date To 31/03/2023 Period end date
Charity name: The Alton University of the Third Age
Charity registration number: 1035164
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Provision of education by way of courses, activities, lectures and cultural, artistic and informative trips for the retired and semi-retired. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The Trustees have provided around 50 different courses and activities for members, plus coffee mornings, luncheon club, holidays, excursions and classical concert visits. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | These activities have been provided in accordance with their duty under guidance issued by the Charity Commission to provide a public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The Trustees have provided about 50 different courses and activities for members, monthly talks open to members of the public, luncheon club, classical concert visits, excursions and holidays in accordance with their duty under guidance issued by the Charity Commission to provide public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Our funds are in good order to see us forward to the current year. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity aims to have and does have a reserve to cover 25% of its annual turnover. |
| Amount of reserves held | Para 1.22 | £18,592 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Election by membership at general meetings and by trustees at Trustee meetings |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Alton University of the Third Age |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1035164 |
| Charity’s principal address | Alton Community Centre Amery Street Alton GU34 1HN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| James Ian Bartholomew |
Chair | Membership at general meetings and by trustees at Trustee meetings |
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| Malcolm Trevor Cooper |
Hon, Treasurer | Membership at general meetings and by trustees at Trustee meetings |
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| Jeremy Charles John Lamey |
Course Director | Membership at general meetings and by trustees at Trustee meetings |
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| Colin Aiken | Membership Secretary |
Membership at general meetings and by trustees at Trustee meetings |
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| Madeleine Dowding |
Membership at general meetings and by trustees at Trustee meetings |
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| Colin Britchford | Membership at general meetings and by trustees at Trustee meetings |
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| Eileen Fawcett | Secretary | 17/6/2022 | Membership at general meetings and by trustees at Trustee meetings |
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| Mary Tricker | Membership at general meetings and by trustees at Trustee meetings |
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| Jane Boulger | Membership at general meetings and by trustees at Trustee meetings |
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| Denise Backhouse | Publicity Officer | 6/12/2022 | Membership at general meetings and by trustees at Trustee meetings |
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– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Eileen Janet Fawcett
Position (eg Secretary, Secretary Chair, etc)
Date
25/01/2024
The SEND Community Hub
The SEND Community Hub No (if any) Receipts and payments accounts CC16a For the period Period start date Period end date To from 8/1/2022 4/6/2023
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Sedel collings 10,000 Post office cash 200 Natwest bankingcompensation 100 Scholastic 36 Sedel collings 10,000 Scholastic 100 Amazon refund 23 public donation 84 Torridge districgrant 520 Devon communityfoundation 1,952 Sedel collings 15,000 38,015 - - Sub total - Total receipts 38,015 A3 Payments Cost of charitable activity 4,454 Printing,internet, postage,stationary 1,231 Grant and donationspaid 12,786 Rentalcost 783 - - - - - Sub total 19,255 Laptop 508 - Sub total 508 Total payments 19,763 Net of receipts/(payments) 18,252 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 18,252 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 10,000 200 100 36 10,000 100 23 84 520 1,952 15,000 38,015 - - - 38,015 4,454 1,231 12,786 783 - - - - - 19,255 508 - 508 19,763 18,252 - - 18,252 |
Last year to the nearest £ |
| - - - - - - - - - |
10,000 | - | ||
| 200 | - | |||
| 100 | - | |||
| 36 | - | |||
| 10,000 | - | |||
| 100 | - | |||
| 23 | ||||
| 84 | ||||
| 520 | ||||
| 1,952 | - | |||
| 15,000 | - | |||
| 38,015 | - | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 38,015 | - | ||
| - - - - - - - - - - |
4,454 | - | ||
| 1,231 | - | |||
| 12,786 | - | |||
| 783 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 19,255 | - | |||
| - - - |
508 | |||
| - | ||||
| 508 | - | |||
| - | 19,763 | - | ||
| - | - - - - |
18,252 | - | |
| - | - | - | ||
| - | - | - | ||
| - | 18,252 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details none Details none Details Details Laptop Details none Signature SStroud Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - - - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) Captial asset 508 - - - - - - - - - - - - - Print Name Sarah Stroud Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| 320 | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| SStroud | Sarah Stroud | 1/24/2024 | |