## **Trustees’ Annual Report for the period** # **From 01/04/2024 Period start date To 31/03/2025 Period end date** **Charity name: University Of The Third Age Leeds** ## **Charity registration number: 518366** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The charity’s object is the advancement
of education, and, in particular, the
education of older people and those
who are retired from full-time work, by
all means, including associated
activities conducive to learning and
personal development in Leeds and the
surrounding areas.| |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 charity is a mutual self-help
organisation which holds fortnightly
general meetings, open to all
members, with invited speakers or
occasional quiz and similar activities.
Speaker topics are selected to inform
and to entertain: these may be local
history or local matters of interest, or
life experience stories, but also new
developments e.g. university PhD
students explaining their research
subjects
The charity has 53 Activity Groups for
specific interests, variously covering
arts and literature, music, languages,
sports and fitness, et al.
Alongside its educational aims U3A
Leeds aims to promote the concepts
of social interaction, social inclusion
and wellbeing.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees are all aware of the
Charity Commission’s public benefit
guidance and have reviewed the draft
of this report in light of that guidance| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| ||SORP reference|| |Policy on grant making|Para 1.38|The charity’s Finance policy states
that small grants may be made to
assist the startup of new Activity
Groups within the charity, or to
support a specific and unusual event
within an Activity Group or the charity
as a whole.
The charity does not make grants to
or for any outside purpose or
organisation.| |Policy on social investment
including program related
investment|Para 1.38|Not applicable| |Contribution made by
volunteers|Para 1.38|All trustees, all leaders of Activity
groups, and all other helpers within
the charity are volunteers and
members of the charity.| |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 charity’s ongoing success is
demonstrated by its rising
membership numbers, its increasing
turnout at general meetings, its
increasing number of activity groups,
and the positive comments made to
committee members by attendees at
events.
As a mutual self-help organisation, it
provides life-long learning,
recreational and social activities to
people no longer in full-time work,
usually retired. It enables people to
get out of their homes and meet new
people, make friends, and stretch
their brains: helping combat
loneliness and social isolation.| The charity is careful to ensure that all public venues used have disabled access . |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|As stated, our membership is growing, as
are our activities.| |Performance of fundraising
activities against objectives
set|Para 1.41|Not applicable| |Investment performance
against objectives|Para 1.41|Not applicable| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|We made a modest surplus during the
year due to increased activity| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Our Finance Policy is “to keep a level
of reserves that will cover 6 months
of regular operating activity”.
A legacy from a deceased member is
held in a separate fund to be used for
the benefit of all members.| |Amount of reserves held|Para 1.22|£10,000| |Reasons for holding zero
reserves|Para 1.22|Not applicable| |Details of fund materially in
deficit|Para 1.24|Not applicable| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Not applicable| |**Additional information (optional)**
You may choose to include further statements|**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|Membership fees| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Our legacy and any surplus funds are
invested with CCLA.| |A description of the principal
risks facing the charity|Para 1.46|The main risk facing the charity is a
lack of volunteers willing to take on
Trustee roles.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|
Para 1.25|Constitution: latest version adopted
20/09/2022| |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|Trustees are appointed or re-
appointed annually at AGM; there is
also provision for co-opted Trustees
to be added by the committee
between AGMs.| **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 supplies new Trustees
with
-
Trustee Induction document
-
Trustee Code of Conduct
document
-
Constitution
-
Directs them to the websites of
the Charity Commission and
the Third Age Trust (our parent
organisation)
-
Other policy documents as and
when required
-
Provides access to, and
instruction for, the membership
database
-
Any or all verbal or email
conversations required to help
them familiarise themselves
with the charity and their role
-| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The charity is part of the Third Age
Trust network and abides by its rules
and regulations
The charity is part of the Third Age
Trust’s ‘Yorkshire and The Humber’
regional network
The charity is part of a less formal
local network of u3as,CYGnet| |Relationship with any
related parties|Para 1.51|As above| |Other||| ## **Reference and Administrative details** |Charity name|UniversityOf The Third Age Leeds| |---|---| |Other name the charity uses|U3a Leeds,or Leeds u3a| |Registered charity number|518366| |Charity’s principal address|Moor Allerton Sports and Social Club
Stonegate Road
Leeds
LS17 6EL| ||| **Names of the charity trustees who manage the charity** |1.
2.
3.
4.
5.
6.
7.
8.
9.
10.|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Janet Powell|Chair||| ||Gary Thurston|Vice - Chair||| ||Liz Frood|Secretary||| ||Linda Greenland|Treasurer||| ||Jo Turner|||| ||Suzanne
Higginbotham|||| ||John Thurston|||| ||Jenny Bannister||To 11 December 2024|| ||Max Dudley|||| ||Philip Dimsdale||To 30 September
2024|| – Corporate trustees names of the directors at the date the report was approved **Director name** Not applicable Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year **|| |---|---|---| |Not applicable||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|Not applicable| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|Not applicable| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|Not applicable| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|E. K. Frood|J C Powell| |---|---|---| ||Elizabeth K. Frood|JANET CHRISTINE POWELL| ||
Secretary|Chair| ||17.12.25
19.12.2025|| ||17.12.25|| ## **The University of the Third Age Leeds** ## Registered Charity No: 518366 Accounts for the year ended 31[st ] March 2025 ## **Independent Examiner’s Report to the Trustees of The University of the Third Age Leeds (Registered charity no 518366)** ## **Accounts for the year ended 31 March 2025** I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2025. ## **Responsibilities and basis of report** As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent examiner’s statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable requirements. concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Stephen McGrail 38a Buckstone Oval, Leeds LS17 5HG Date: 31[st] July 2025 ## **University of the Third Age Leeds** ## **Income & Expenditure account for the Year ended 31 March 2025** |**General Fund**
**Income**
Subscriptions
Attendance
Interest received
Educational visit
Christmas Lunch
Group Income
**Expenditure**
Room hire (general meetings)
Speakers fees
Refreshments
U3a Magazine
Christmas lunch
Affiliation- Third Age Trust
Educational Trip
Postage, printing & Stationery
Telephone, web hosting & IT
Beacon System
Admin & Committee
Group Expenses
Miscellaneous
Bank Charges
**Surplus**|**2025**
£
8886
3270
1350
700
900
20548
**35654**
1197
1085
401
1535
878
2740
700
152
495
708
373
20768
70
-36
**31066**
**4588**|**2024**
£
8379
3545
1249
0
1237
19057| |---|---|---| |||**33467**
1040
1122
618
1469
1214
2616
0
196
245
658
440
19352
633
264| |||**29867**| |||**3600**| Signed : L. Greenland Date: 31st May 2025 ## **University of the Third Age Leeds** ## **Balance Sheet as at 31 March 2025** |**Fixed Assets (Note 1)**
**Cost**
Balance at 1 April
Additions
Disposals
**Balance at 31 March**
**Depreciation**
Balance at 1 April
Charge for the year
Eliminated on disposals
**Balance at 31 March**
**Net Book Value at 31 March**
**Current Assets**
Prepaid - Deposit Bus
Deposit Fund
Cash at Bank
Cash held by Group Administrators
Cash in hand
**Less Current Liabilities**
Third Age Trust
Room hire MASSC
Sundry Creditors
Subscriptions in advance
**Net Current Assets**
**Total Assets**
Represented by
**General Fund**
Balance at 1 April
Surplus for year
Balance at 31 March
**Ernest Smith Legacy Fund**
Balance at 1 April
Transfer to General Fund
Balance at 31 March|2025
£
4376
4376
27857
15409
2762|2025
£

4,376

4,376
-
50



46,028



4,822
41,256
41,256

18,399
22,857
41,256|2024
£
4,376
0|2024
£

4,376


4,376| |---|---|---|---|---| ||||4189.00
187.00|| ||||27857
8446
2,556
-|| |||||-


38,859
2,191
36,668| ||-
0
50
4772||-
225
82
1,884|| ||13,811
4588||10,211
3,600|| |||||36,668| |||||13,811
22,857| ||22,857||22,857
-|| |||||| |||||36,668|