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## University of the Third Age - Bromley 

Trustees Report and Accounts for the Year Ended 31st December 2024 

## Charity Number 803461 

## Trustees that served during the Period:- 

Chair Sandy Boden 

Treasurer Jon Pearce 

Secretary Angela Dowling 

Other Trustees Pat Apps Alan Davis (until 16th April 2024) Peter Browne Carole Blacher Celia Thompson Shirley Corney David Moody (until 16th April 2024) Laury Burr 

Uniess noted above ail above were appointed or re appointed at the Annual General Meeting held on the 16th April 2024 



| Annual Report for the Year Ended 31st December 2024 | Contents:| i Trustees Certificaie - This This page independent Examiner's Examiner's report ~ This page This page page Treasurer's Report - Page 3 Page 3 3 | Statement of Financial Activifies of Financial Activifies Financial Activifies Activifies - Page Page 4 | NotesBalance ShtoBalance Shtoto th **e** etAccountsAccounts ~-- **Page** 5§§ & 7? 

| The attached accounts were approved by the Trustees on 27th February 2025 and the Chair & Treasurer | were authorised to sign them on the Trustee's behalf 

: 

## University of the Third Age ~ Bromiley 


**----- Start of picture text -----**<br>
Trustees Certificaie - This This page<br>independent Examiner's Examiner's report ~ This page This page page<br>Treasurer's Report - Page 3 Page 3 3<br>Statement of Financial Activifies of Financial Activifies Financial Activifies Activifies - Page Page 4<br>NotesBalance ShtoBalance Shtoto th e etAccountsAccounts ~-- Page  5§§ & 7?<br>**----- End of picture text -----**<br>


## Trustees certificate 

Sandy Beden - Chair Jon Pearce- Treasurer 

## Report of the Independent Examiner to the Members of the u3a Bromiey 

i report te the trustees on my examination of the accounts of the above charity for the year to 31st December 2024 which are set out on pages 4 fo 7 

Respective responsibilities of rustees and examiner - As the charity's trustees, you are responsible for the prenaration of the 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 Aci and in carrying out my exarnination, {| have followed all the apolicable Directions given by the Charnty Commission under section 145/5\(b} of the Act 

## Basis of examiner's report 

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting recoris kept by the charity and a comparison of the accounts presented with those records. it also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the frusiees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and limitedconsequentlyto thosenomatiers setopinion is given as out in theto statementwhether the below.accounts present a “true and fair’ view and the reportis independent Examiner's Statement | have completed my examination. | confirm that no material matiers have come to my attention im connection with the examination which gives me cause to believe that in, any material respect: a)b} thethe accountsaccounting didrecordsnot complywere withnot thekept accountingin accordancerecordswith Section 130 of the CharliesAct or c) the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports} Regulations 2008 other than any requirement thai the accounts give a “rue and fair" view which is nol a matter considered as pari of an independent examination. l 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 fo enable a proper understanding of the acoounts to be Peter Runacrils - Independent mer 8 Waldegrave Road, Bromiley BR1 2IP 



## Trostees & Treesurer’s Report 

## Sructure, governance and management 

The governing document of the charity is its constitution adopted on 28th November 2021.1389 amended The trusieeson in ar **e** 16ththe members March 2004 of the the Executive 20 March Cammittes, 2018 and on elected the 27thby July the membership at Annual General Meetings (or occasionally co-opted). The charity is aifitated io the Third Age Trust (charity no. 288007), the national co- coordinating body Objectives and activities, achievements and performance u3a Bromley is devoted to lifelong learning for the public benefit, providing opportunities for these mo longer in full-ime employment to share skis and interests by learning together. Those activities are enjoyed by a combination of “open” groups. which ail memberslimited by reasonsmay aliend,of space,and “study”manygroupsof theseinbeingwhichheidnumbersin theparlicipatinghomes of groupwillgenerallyleaders orbe other group members. There are currently over 75 such groups. covering a wide range of intellectual pursuits, visits to places of interest, physicaland artistic activities, etc. 

Simonihly newsletiers are sent to ali members. reposting on the group's activities and coniaining other lems of interest. The invested funds detailed in the annual accounts are held as @ reserve to guarantee the on-going provision of the public benefitsecured by the 

The trustees hereby canfirm thal they have complied with the duty in Section 4 The Charities Act 2006 to have due regard to public benefit guidance published by the Charities Commission. 

## Treasurer's Report 

Our main sources of funds this year have been membership fees. contributions towards the cost of room hire (May to December) and Gift aid tax refund, which was £3,598 The funds are used fo pay for the Canfiation Fees to the Third Age Trusifor all members, to rent accommodation for group meetings, to finence the printing of newsletters and an interest group booxiel and the postage of thesetomembers and to pay the National Office for the postage of the National Newsietierto all members who have optedto receive it. sufficientAt ine endsumsof thetoyearenablethe ula# to meelhad reservesits ongoingof £expenditures.15.620, uGa’s policyThe monieson reservesavailableis ft **o** holdu3a is conskiored adequatebut not excessive and will be usedas its working capital. uSa will however monitor is reserves when selfing fs annual subscription to ensure that they do not increase unnecessarily. The Trusiees have retained the Membership fee at £20 pa. for 2025 

The Trustees consider that the Charity is a going concem. 

endeavours in ensuring thal subscriptions are used wisely for the overall benefit of ihe members 

On behalf of the Trustees 

Jon Pearce Honorary Treasurer & Trustee 

Page 3 



## University of the Third Age - Bromley 

## Statement of Financial Activities for the year ended 3ist December 2024 


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||||||||
|---|---|---|---|---|---|---|
|Incoming Resources|Note|No.|31/12/2024|31/12/2023|
|Subscription|£|=|
|investment|income|22|B86|22,350|
|Tax|income/Donations|$49|BSE|
|refunds|3,598|3.897|
|income generated by Various Activities|2|49,105|31,821|
|Income|generated by Administration|3|644|455|
|Total Income|£|68.176|£|59.427|
|Resources|Expended|
|Resources|expended by Various Activities|2|(36,319)|(29,263|
|Resources expended|on Administration|3|(34,704)|(31,234)|
|Total Expenditure|£{|71,023)|Fi|60,497)|
|Net Deficit (2023=Deficit)|for the|year to 31/12/24|£|2,853)|E(|1,076|
|Movement|in|Funds|
|Brought forward from|previous years|1G ATS|26,549|
|This years movement see above|(2,853)|(1,076)|
|Carried forward to next period|£|16,626|£|19,473|

**----- End of picture text -----**<br>




| | | | | 2 | 

## University of the Third Age — Bromley 

## Balance Sheet as at 31st December 2024 

|Balance Sheet as at 31st December 20242024|||||
|---|---|---|---|---|
|||31/12/2024||31/12/2023|
|notes||£||E|
|Fixed Assets:-|||||
|Equipment at net book value broughtforward|1,548||1,480||
|Additions at cost less sale proceeds|2,479||455||
||4,027||1,935||
|Less Depreciation this year|805||387||
|Equipment at book value carried forward||3,222||1,548|
|Current Assets:-|||||
|Debtors&prepayments<br>Cash in Hand|**0**||6<br>0||
|Balances at Banks & Building Society|||||
|- Interest Bearing Accounts|14,328||21,388||
|- CurrentAccounts|4,071||1,567||
|- PayPal|11,924||9,786||
|Total current assets|30,324||32,741||
|Less Current Liabilities:-|||||
|Subscriptions for 2025 received in advance|(16,925)||(14,816)||
|Total current liabilities|(16,925)||(14,816)||
|Net Current Assets/(Liabilities)||13,398||17,925|
|TotalAssets||£16,620||£19,473|
|Represented by:-|||||
|Unrestricted Funds||16,620||£19,473|
|||£16,620||£19,473|



Page 5 



## University of the Third Age - Bromiey 

## Notes to the Accounts for the year to 3ist December 2024 page 7 

## 1} Accounting Policies 

## General 

The Accounts have been prepared under the historic cost convention and in accordance with applicable accounting standards and the Statement of Recommended Practice on Accounting by Charities. 

|2)GroupsIncome&Expenditure.|income|Expenses|Net|2023|
|---|---|---|---|---|
|ArtAppreciation 7<br>Bridge -Chicago<br>CameraClub<br>Classical Guitar|1,005<br>1.390<br>a)<br>552|(796)<br>(1,493)<br>(105)<br>(535)|203<br>(103)<br>(105)<br>17|204<br>50<br>397<br>G|
|ComputerClub|370|(105)|265|23|
|FolkDancing<br>French<br>Gardening|450<br>o<br>41,005|(500)<br>(30)<br>(788)|(50)<br>(30)<br>278|g<br>3<br>293|
|Gardening all Hands|60|(60)|6|e|
|HistorythroughBiography<br>Keep Fit<br>Local Studies|456<br>7453<br>1455|i)<br>(1,107)<br>(1,086)|456<br>346<br>369|6<br>(32)<br>4207|
|Outingsbypublictransport<br>Psychology<br>Science&Technology|$22<br>200<br>8)|(787)<br>a<br>(140)|1235<br>200<br>(140)|7?<br>46<br>ay|
|SingingforFun<br>Singing with FriendsMemory Singers|364<br>813|(318)<br>(1,812)|46<br>(900)|V7<br>(343)|
|Social Studies<br>StoryTelling|530<br>175|(454)<br>6|76<br>175|253<br>0|
|Tabletennis|4B12|(1,000)|12|388|
|TheatreOutings|24 692|(22,694)|1,898|507|
|Watercolour (PHughes)|350|(350)|it)|6|
|WatercolourArtClub (Starck)|320|(303)|7|93|
|WatercolourArt Club(StJohn}|2 ASO|(1,681)|74S|(634)|
|Writing Course|0|(175)|(175)|0|
|Totais|40,105|(36,319)|3,786|2,558|



Note 1} Items in Brackets represent an excess of cost over income. 

Note 2) Expenses include refurnis where events have been cancelled 



## University of the Third Age - Bromley 

## Notes to the Accounts for the year to 31st December 2024 page 2 

|3}Administration Expenses|Income|Expenses|Net|2023|
|---|---|---|---|---|
|General Meetings & Diaries|631|(2,268)|(1,637)|(2,522)|
|Room Hire||(140)|(140)|0|
|Capitation fees||(4,336)|(4,336)|(4,196)|
|Bromiley Newsletter||(13,967)|(13,967)|(10,116)|
|Printing, postage,phone etc.||(763)|(763)|(1,148)|
|Web sitecosis||(100)|(100)|(160)|
|Socialevents||(896)|(896)|(930)|
|SupportforGroups includingJanuarytoApril||(8,403)|(8,403)|(7,046)|
|Third Age MatiersMagazine<br>Beacon||(1,361)<br>(1,147)|(1,361)<br>(1,147)|(2,854)<br>(1,049)|
|PayPalfees<br>Refunds/Donation|10|(398)<br>0|(398)<br>10|(414)<br>4175|
|Sundryincome&expenses||(118)|(118)|(132)|
|Depreciation||(805)|(805)|(387)|
||641|(34,704)|(34,063)|(30,779)|



## 4} Groups meeting in private houses etc 

Many groups meet in private locations where they may be asked to contribute towards the costs of refreshments and similar expenses. The Trustees consider that the cost of collecting this information for inclusion in the accounts outweighs the benefits that would accrue to the members. 

Page 7