OpenCharities

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2022-12-31-accounts

~soRr
Summary
of the purposesof
""'
the Charity as set out in its
governing
document
~soRr
Summary
of the purposesof
""'
the Charity as set out in its
governing
document
rch:re~ca
"
t Iu advance
the vduciuiunut'people
nn
iiuigcr
in tull time cmpkii ment
in
(.Ilultcnham
a' thc surrnulldillg
lucaliti.
prniidc
I;iciliticv Iiir leisure time und
I n
'ri:cfc;itiilliui;lulls
itiicv ultd Ifllpfin v lite
cundiuons
«I' lit'r
t'i&r vuch people
in thc
intcrcsi iit thcii ~i~ill vill~re.
' Summary
of the main
activises
in relation to those
4v.ir~
purposes
for the public
benefit,
in panicular
the
activities
projects or
services identified
in the
accounts.
Statement
confirming
t
Public Benefit Statement
whether
the trustees
have
had regard to the guidance
issued by the Chanty
Commission
on public
I benefit
Wo confirm that we have complied
with our
duty to have due regard to the guidance
on
public benefit published
by the Commission
~in exercisin~our
powers and duties
~
ou ch oose to include
f
urther st a tements
w
may ~soRp vere or+
&au 1 .is
Policy on grant making
i a-s 1 sl'
Policy on Social investment
inCluding program related
investment
para i e
Contnbution
made
by
volunteers

chievements
and Perf
orm ance
We continue to qrow
in populanty
in the
Cheltenham
area. now servicing 1750
members
with 115special interest groups.
Summary
of the main
achievements
of the charity,
identifying
the difference the
Para 20 A number
of new learning
groups were
started
this year.
chanty's
work has made to
the circumstances
of its
beneficiaries
and any wider
benefits to society as a
The newsietter
has been expanded
lo
provide
more information
on groups and
services.
whOle. We have arranged
with local businesses
offer discounts
to members
ofthe U3A.
to

Financial
Review
Financial
Review
Financial
Review
Rewew of the chanty s
financial
position at the end
rrar* 1.2
2022 was a satisfactory
year in that our
assets increased
by E3.248 to E22,t46
net !
of the penod
Statement
explaining
the
policy for holding reserves
staling
why they are held
Amount of reserves
held
T
Wc maintain
resorves equivalent
to six
months'
expenditure.
No reserves are designated
for a specrhc
~use
E10,976 is invested
with NS&l
1
! Reasons for holding zero
reserves
Details of fund matenally in
deficit
Explanation
of any
uncertainties
about the
chanty continuing
as a going
concern
Additional
information
(optional)
you ma~choose
to include
further statements
T
where relevant about:
~The Charity's
principal
source of funding
is
an annual
membership
fee from ali
The chanty's
pnncipal
members.
sources of funds (including
any fundrai sing I
Investment
policy and
oblectives
including
any
Parrr 46
social investment
policy
adopted
A descnption
of the pnncipal
nsks facing the chanty
Other
1 t The funds are used to prowde a bi-monthly
newsletter
lo members
and to maintain
our
website to ensure
that members
are kept
up to date with our progress
We have
monthly
open meetings.
with speakers
on
specialist topics providing
members
with
additional
knowledge
We support
our
interest groups
in their formation
and, when
necessary,
their expansion
to further
their
~knowio~de
for the gr~ou

»If, I I Nl IAM
I I en
r(( IIUNT' fun IIII Vl AN III I&IILMnt
N tart
years IO
INCOME
I22,0I8 fI 7,949
Metnbrtstep
Lest Inplleuan
lent
I16,010 112,558
r,raup recrept i t46,236
1I4tl
t2l,54t
(arms for the Communety f46
oaneuoni f354
Open dnyt
Gill Aid
f3,69f 12,S96
f
821
iXPENSE5 143,SSS E71.~75
Group payrrwms 1360 f360
Inspection f140 Egl
Catering ES37
Oeiened Open Oey costs 1233 f224
6qupmem
Ucence lees
EVi22
f16
EL623
fl
Olarps
Newsleners
fltgla
f515
fapfd
f467
Peypal commtsdon
Patpde 4 tekpho
prhrdns 4 stadonwy
E22
137
f490
ESS
E255
E17$
Aoom Iwe
Third Age Trust news
63,534
6485
f2,663
f509
ratebsse &database f39 E24
Sundries f6
54
641
TOTAL EXPENSES
fl 960
NET MAIN utCOME
EL74S
SacWracepts E
724
Sodal peymetus 121
NET SOOAL INCOME
Nf7INCOME ESSES
ftgedgg
patentee
tttfwd
tlfSEAVESc/twd
SALANtf SHEET
Sank current account
628,395
ES
fadpd
f4072
Sodel Sank f235 E1S1
mbebssdp
hokSng
E152 f6,2SS
PaySW
N S4 I savings
110,976 l24976
PrefWd 124056 f13 ~77
Accruab f4005 EL919
Cash with Group loaders E21546 El
TOTAL A56675 EO EO