## 2TRUSTEES ANNUAL REPORT YEAR ENDING 31 MARCH 2022 The Trustees of the Huddersfield and District University of the Third Age are pleased to report that they were able to offer an almost full schedule of classes year for 2021/22, following the gradual easing of restrictions which had been placed upon them during the pandemic. Membership numbers have started to recover and show a welcome increase from the levels that they had fallen to during the previous years which resulted from the uncertainty caused by coronavirus. The total number of classes and activities offered to the membership will hopefully continue to rise over the coming years. Face to face classes were again the norm and although the use of Skype had been an extremely valuable tool in order to offer limited classes in 2021, not all could be delivered this way unfortunately. It was obvious that the ‘classroom’ environment is the favoured and preferred option as the whole of the class schedules are able to be offered. Thanks must go to those tutors who took up the challenge of using Skype and delivering their classes and to the members who enrolled and continued to support their classes. New classes are continually being introduced to improve members choice and new tutors are being sought and welcomed. The variation in subjects offered gives members the opportunity to acquire competence over a wide range of differing activities. The balance between classes of an educational nature and those that are more recreational is about equal. The social needs of our members continue to be important and this is reflected in many of the classes delivered. Some classes remain very popular i.e., Bowling, whilst others seem to lose popularity over the years, i.e., Genealogy. One of the problems facing us is getting the message out to prospective members. A number of methods have been looked at and tried, the local newspaper was a valued and tested source but that is now operated by the UK's largest commercial, national and regional news publisher so has lost its ‘local’ identity. A presence at an ‘Older Persons’ advice and information fair’ which was organised by our MP, the temporary use of a town centre shop, adverts in quarterly magazines which are distributed throughout the borough, a revamped website and some social media technologies have or are being used to try and promote the benefits of what the U3A has to offer. The financial state of the organisation this year is still sound even though the accounts show a small deficit due mainly to the reduced level of members, although the cost of venues to hold the classes is going to be much more expensive in the future and continues to be our biggest expense with annual increases being the norm. Some landlords have increased their charges due to improvements they have made as a result of the pandemic. All the venues are continuously under review to consider whether suitable cheaper alternatives are available, although the town centre venues which are more popular due to transport links do tend to be more expensive. In conclusion and in spite of the challenges that the pandemic has caused and future membership levels being slightly uncertain the Trustees wish to state that, in their opinion, Huddersfield U3A will continue to prosper. ## **Income and Expenditure Account** |**Income**
2020/21
**2021/22**
£
**£**
13,140
Membership Fees
15,958
4,530
Class Fees
18,552
0
PAYE Functions
0
0
Exhibition
0
1,928
Donations
1,178
13,987
Sundries
335
0
Gift Aid
7,523
0
Carol Service
218
0
Trips
1,065
50
Building Society Interes
174
33,635
45,003
0
Defcit for Year
1,775
33,635
**46,778**|2020/21
£
0
4,248
3,919
210
421
2,126
940
0
30
627
0
0
14,113
0
0
2,668
0
0
274
0
0
0
693
0
300| |---|---| ||30,569
3,066| ||33,635| ## **Huddersfield U3A 2021-22 Accounts** ## **Expenditure** |**Expenditure**|**Expenditure**| |---|---| |**2021/22**|| ||**£**| |Venue Rents (Classes)|24,739| |Ofce Rent|4,448| |Class Fee Refunds|1,000| |Membership Fee Refund|75| |Stationery, etc.|545| |Printing/Photocopying|2,382| |IT Costs|0| |Tutors' Special Expenses|314| |Tutors' Expenses|2,644| |Ofce & Staf Expenses|2,024| |Trips|1,200| |Marketing|900| |Sundries|190| |Transport for the Disable|79| |Luncheon Clubs|0| |Postage|3,157| |Class Equipment|202| |Capital Equipment|0| |Insurance|403| |Carol Service|573| |Tutors' Lunch|1,406| |Bank Charges|83| |Telephone|414| |PAYE|0| |Events|0| ||46,778| |Surplus for Year|0| ||**46,778**| **Mar 31, 21 £** 36,127 32,828 524 0 69,479 1,353 66 7,890 0 0 13,987 23,296 46,183 43,117 3,066 46,183 **Balance Sheet as at 31 March 2022** ||**###**| |---|---| ||**£**| |**Assets**|| |Yorkshire Building Society|36,301| |HSBC|22,795| |Stock of Postage Stamps/F M|460| |Trips/Bank Debits|0| ||59,556| |**Liabilities**|| |---|---| |Venue Rents - Classes|6,418| |Other Staf/Ofce/IT Expense|0| |Membership Fees Received in A|7,424| |Class Fees Received in Advance|1,275| |Transport for Disabled/Events|0| |Bank Errors/charges|31| ||15,148| |**Net Assets**|44,408| |**Represented by:**|| |Members' Fund b/f|46,183| |Add
Surplus for Year|| |Less
Defcit for Year|-1,775| |**Members' Fund c/f**|44,408| Exarin*s R the Acc(xwts (* U14 I rerxyt on trE accourts of dE Unive5ty for dE Third Age for dE year e￿d 31 March 2022. charitys tnAees aTe resp)r6it4e forttE Kry£Tation of the accounts. T corsider that an aLLlit is mt rEyuired for this year ILWKJer section 144(21 of tr Charities Att 2011 (￿ 2011 Actl a￿1 tst an is ￿. It is nry resFJ)rsiFilty to: Exarrine the accour15 (Lrmder section 145 of Ihe 2011 Act) Follow ts wrxedwes laid [￿￿ in ts Gereral Di￿tiOrS gi￿En Charities CotnTission sec 145{5)Ibl of trE 2011 Act).. arKI State Fxir1icular n￿lt￿5 cO￿e ID nry attEnti(M. My exarrination carriLJJ Thjt in accor(La￿e wth Ger£ral Dir*ions given ty ttE Ctrprity con￿ls510n. An exaniretion I￿1￿￿5 a remew of accounlirrfJ reconts ke# ty trE charity atKJ a conpariS￿ of ttE aCCOLrts wesentcxj wth tlTh)se rec(MtJs. It also ir￿ll￿ corEickntion of ary unlsual tienE or disclosLres Ihat n￿Y I inclLKled in accounts, seekirKJ ewanatiors. ￿ rEcessary, frDm trL6tees. 4• These pnxedures (ki rK)t promde all the eMderKe Ihat ￿)Uld te required in an audit 501 (k) not eX￿S an aLKlit otmnion on wew giwi by ￿ accounts. In conrEdion rry eyanirkition. m rThitter has conE to rry attenlion: {11 Mthich gives rre rea5C￿￿￿e caLse ID telieve Ih3¢ in ary rrelErial res￿ requirerrerts io keep aCCcKrrti￿ ￿C￿lIS in acc(Kthnce sEr 130 oftsE 2011 Act to treFJare accourNs ￿lch accord ￿lIh accouNirYJ rec(¥ts arKI c(¥YWy ith trE acC(￿N]r￿J requirerrerts of trE 2011 Att have Th)t IEen nrt or 12110 thich. in nry opytion, atiertion slMxAd drav#n in Lyderio eroble a w) urKlerstsrKliro of trE acccmjnts to trE reached. Alan G Fletcher Ila LirTES Avern Barrsley SoLrth Yorkshire S75 2J 14 0¢￿￿r 2022