## **Trustees’ Annual Report for the period**
**From 1 January 2020 To 31 December 2020**
**Charity name: Sheffield University of the Third Age**
## **Charity registration number: 703147**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|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 Sheffield
and its surroundinglocality|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identifiedinthe accounts.|Para 1.17 and
1.19|The above persons are provided with the tools
and guidance to engage in activities conducive
to the above including through self-help special
interest groups.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees have regard to the guidance issued
by the Charity Commission on public benefit|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making 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|Sheffield U3A is a charity that continues to
uphold the principals of the Third Age Trust.
That is, in the main, to advance education,
health and wellbeing to people not in gainful
fulltime employment and who have reached
their Third Age. We achieve this by supporting
our members and facilitating like-minded
members to form autonomous self-help groups
to participate in their chosen activity.
Sheffield U3A’s membership was stable in the
year and remained at 2019’s record numbers of
c 3,400. There are currently 223 groups, with
new groups being advertised to members
through our website and internal publications.
We are still the largest of the 1,060 U3A’s in the
country.
Communication with members is of paramount
importance and we have enhanced our new
monthly electronic newsletter . In addition our
longstanding methods : the regular magazine,
Website, emails and the monthly Drop-in
continue to do an excellent job.
2020 lockdown, as a result of the Covid 19
restrictions significantly reduced activity in the
year and during the most severe lockdown
periods weekly lectures were provided on Zoom.
Volunteers play a vital part in ensuring the
smooth operation of our U3A
Our Website enables up-to-the-minute news to
be posted. All groups can have their own page
with news and messages for its members. The
Web site is now accessible via
**www.su3a.org.uk**.
Subject to lockdown restrictions, a meeting
room is available to groups in the Victoria
Methodist Hall, Chapel Walk in the centre of the
Sheffield. The room seats 18 and tea and coffee
facilities. The cost remains at £10 per morning or
afternoon session.
Although currently suspended due to lockdown
restrictions we will resurrect our Drop-in|
monthly sessions as soon as we can. Apart from the opportunity for a tea/coffee and biscuit they provide a meeting facility for new groups to develop and an opportunity for members to raise any matters. There is also a PC and mobile clinic. As reported in recent years, we have continued to develop closer working relationships with the Sheffield Universities and our members help with their research programs. The Shared Learning project has provided opportunities for our members to become involved in local and national projects . Sheffield U3A continues to thrive and provide the structure to enable varied activities for the wellbeing of members.
## **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|The Trustees consider that the financial position
continues to be sound.|
|Statement explaining the
policy for holding reserves
statingwhy they areheld|Para 1.22|The Trustees seek to hold sufficient reserves to
fund six months expenses|
|Amount of reserves held|Para 1.22|Reserves are currently in excess of six months
expenses and the Trustees have reduced
members’ subscriptions in order to lower
reserves.|
|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|The trustees consider that Sheffield U3A is a
going concern|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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|Trust Deed|
|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 members|
**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|Sheffield University of the Third Age|
|---|---|
|Other name the charity uses|Sheffield U3A|
|Registered charity number|703147|
|Charity’s principal address|23 Blacka Moor Crescent
Dore
Sheffield
S17 3GL|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
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12
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17
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||B. Cave|Chair||Members – for all trustees|
||J. Graaf||||
||C. Jones|Treasurer|||
||A. Harvey|Secretary|||
||S. Williamson||Retired 15 July 2020||
||C. Jordan||||
||P. Bartlett||Appointed 15 July 2020||
||P. Long||Appointed 15 July 2020||
||R. Cooper||Retired 15 July 2020||
||M. Bower||||
||B. Lowe||||
||M. Manning||Resigned 24 January 2020||
||M. Cave||Appointed 15 July 2020||
||||||
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– Corporate trustees names of the directors at the date the report was approved
**Director name None**
Name of trustees holding title to property belonging to the charity
|**Trustee name**|**Dates acted if not for whole year **||
|---|---|---|
|**None**|||
||||
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## **Funds held as custodian trustees on behalf of others**
Description of the assets None held in this capacity Name and objects of the Not Applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not Applicable 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
## **Not Applicable**
## **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**|||
|---|---|---|
||Christopher Jones|Brian Cave|
||
Treasurer|Chair|
||20 February 2021||
||20 February 2021||
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
|**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**|Charity Name
Sheffield University of the Third Age|Charity Name
Sheffield University of the Third Age|Charity Name
Sheffield University of the Third Age|
|---|---|---|---|
|||||
||31 December 2020|**Charity no**
**(if any)**|703147|
|||||
||Attached PDF
(remember to include the page numbers of additional sheets)|||
**Report to the trustees/ members of**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 December 2020. **Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 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 which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did 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.
**Signed: Name:** Fawthrop Williams **Relevant professional** Chartered Accountants **qualification(s) or body (if any): Address:** Causeway Head Road, Dore, Sheffield
**Date:** 26 February 2021
**Oct 2018**
**IER**
1
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**Oct 2018**
**IER**
2