THE GLENS & DALRIADA u3a GROUP TRUSTEES ANNUAL REPORT AND STATEMENT OF RECEIPTS AND PAYMENTS AND ASSETS AND LIABILITIES FOR YEAR ENDED 31ST MARCH 2025 CHARITY REG. NO. 100643 INDEPENDENT VERIFIER MR MARK KILGORE
THE GLENS & DALRIADA GROUP FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 CONTENTS PAGE Report of the Trustees Independent Report to the Members Statement of Receipts & Payments Statements of Assets & Liabilities Notes to the Financial Statements
THE GLENS & DALRIADA u3a GROUP REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 The Trustees present their Annual Report, and Statement of Receipts and Payments, and Assets and Liabilities for The Glens & Dalriada U3A Group, for the year ended 31 March 2025. OBJECTIVES & ACTIVITIES The Charity's principal activities are concerned with the advancement of education of the public leading to a more informed local community. The objetts of the Glens and Dalriada U3A group are as follows (i) to advance the education of the public and in particular the education of older people no longer full time gainful employment in the Glens and Dalriada area and its surrounding locality. the provision of facilities for leisure time and recreational activities with the objert of improving the conditions of life for the above persons in the interests of their social welfare. The Charity provides a large number of varying artivities i.e. Language Courses in French and Irish, Bridge, Badminton, etc. All but three of the attivities are provided and tutored by the charity's own voluntary members with Irish, Chair Yoga and T'ai chi having external tutors. The Charity also hold regular meetings, where the whole group meet together to listen to a stimulating guest speaker. PUBLIC BENEFITS The direct benefits that flow from purpose (i) are advanced educational outcomes leading to a more informed local community. The direct benefit that flows from purpose {ii) is that the community comes together leading to reduced social isolation. These benefits are demonstrated by feedback forms, the number of members of our organisation & the number of people who attend our lettures and education courses. The charity's beneficiaries are the people of the Glens and Dalriada area with particular emphasis on the older generation. There is no harm or private benefit flowing from our purposes. ACHIEVEMENTS & PERFORMANCE The Charity is a non-profit making organisation. The results are set out in detail on pages 6 to 8. The Charity has successfully provided a wide range of artivities to its, target group in the year. The Charity has expanded its range of activities in the last year, introducing new sporting activities such as pickle ball, health related activities such as chair yoga and mental activities such as Puzzle Hour. It has also expanded the range of speakers at its Monthly meetings, resulting in more
people choosing to join the charity as members and more people participating in activities than ever before. Where appropriate and where members find it more convenient the Chairty has continued to provide some of its activities through the use of Zoom technology. FINANCIAL REVIEW The Statement of Financial Artivities, on page 7 indicates that The Glens and Dalriada u3a Group had incoming resources of £25,334 in the year. The expenditure for the year was £22,553. There was an overall surplus for the year of £2,781. RISK MANAGEMENT The Trustees have assessed the major risks to which the Charity is exposed, in particular those related to the operations and finances of the Charity, and are satisfied that systems are in place to mitigate the exposure to the major risks. STRUCTURE, GOVERNANCE AND MANAGEMENT Governing Document The organisation is registered with the NI Charity Commission as of 15 September 2014 - Charity No. 100643. Appointment of Trustees There are currently nine Trustees. DLJring the year two Trustees, Joseph Ferris, and Patrick O'Donnell retired from their roles. In their place Dominic McNabb and Maureen Turner were appointed as new Trustees. Trustee Induction and Training New members undergo an orientation day to brief them on: their legal obligations under charity and company law, the charity commission guidance on public benefit, and inform them of the content of the Charity's constitution, the committee and decision-making processes, the business plan and recent financial performance of the charity. During the induction day they meet key office holders and other members. Members are encouraged to attend appropriate external training events where these will facilitate the undertaking of the role. Organisation Day to day running of the charity is managed by the Chairman, the Secretary and the Vice-chairrfreasurer. They meet regularly to review and monitor project progress and update the remaining Trustees through management committee meetings as appropriate. Related parties and co-operation with other organisations None of the Trustees receive remuneration or other benefit from their work with the charity. Any connection between a Trustee of the charity with a contracted supplier must be disclosed to the full management committee in the same way as any other contrattual relationship with a related party. In the current year no such related party transactions were reported.
THE GLENS & DALRIADA u3a GROUP REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 CONTINUED TRUSTEES / MANAGEMENT COMMITTEE CHAIRMAN: Mr Mark Gavin TREASURER Mr Dominic McNabb TRUSTEES Mrs Teresa Baln Miss Dibble Mccaughan Mrs Moira Mcmullan Mrs Kathy O'Donnell Mr5 Glenise Morgan Mrs Mary O'Driscoll Mrs Maureen Turner REGISTERED OFFICE 50 Caman Drive Ballycastle BT54 6ER CHARrrY NUMBER 100643 BANKERS Ulster Bank INDEPENDENT VERIFIER Mr Mark Kilgore Chartered Accountant. 92 Castle Street, Ballycastle BT54 6AR
THE GLENS & DALRIADA u3a GROUP REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 CONTINUED TRUSTEE RESPONSIBILITY STATEMENT The Trustees are responsible for preparing the Trustee's Annual Report and the financial statements in accordance with applicable law and International Accounting Standards (IAS). The law applicable to charities in Northern Ireland with income of less than £250,000 requires the Trustees prepare a Statement of Receipts and Payments and a Statement of Assets and Liabilities for each financial year. The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the Charity and to enable them to ensure that the financial statements comply with the Charities Act. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. In so far as the Trustees are aware: there is no relevant information of which the Charity's Independent Verifier is unaware; and the Trustees have taken all steps that they ought to have taken to make themselves aware of any relevant information and to establish that the independent verifier is aware of that information. INDEPENDENT VERIFIER A resolution proposing that Mr Mark Kilgore be appointed as Independent Verifier was passed at the Annual General Meeting. By order of the Manag t Committee: TRUSTEE Mark Gavin TRUSTEE Dominic McNabb