CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st April 2023 Period start date To 31st March 2024 Period end date Charity name: The Friends of Sedgwick Museum (FOSM) Charity registration number: 1091393 Objectives and Activities SORP feree Para 1.17 Summary of the purposes of the charity as set out in its goveming document The object of FOSM shall be the education of the public by promotion, support, assistance and improvement of the Sedgwick Museum in Co-operation with the management and staff. 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. statement confinning whether the trustees have had regard to the guKlance issued by the Chaiity Commission on public benefft Additional infonnation (optional) You ma choose to include fijrther ststements where relevant about: Parn 1.17 and 1.19 The FOSM hosted a series of fundraising geological talks gNen by staff in the University of Cambridge and elsewhere. The Society organised fundraising educational geology field trips, to Iceland and locally. There were two fundraising social events: an Xmas Party and Annual Dinner. The Trustees are aware of, and follow, the guidance issued by the Charity Commission on public benefit. Para 1.18 Pwa 1.38 NIA Policy on grant making Para 1.38 NIA Policy on social investment including program related investment The Honorary Officers and members of the Executive Committee are volunteers and run the Society. The organisers of fundraising field trips and social events are volunteers. Parn 1.38 Contribution made by volunteers
Other Achievements and Perforniance SORP reference The FOSM has enhanced the geological knowledge and understanding of the many people who listened to the lectures and came on the field trips. The FOSM donation of £6,tKXI to the Sedgwick Museum provided support for 4 student placements working across the Museum for the public benefit, including production of a display showcasing women in geol(yi to encourage young people into science careers. review1nreVIsing family-friendly labels; reviewingjrevising the handlinglteaching collection and incorporating new material; and curating a retlY acquired large fossil collection. Summary of the main achievements of the charity. identifying the difference the charity's work has made to the circumstsni2s of its beneficiaries and any wider benefits to society as a whole. Pala 1.20 Additional inforniation (optional) You ma 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 perfornian against objectives Parn 1.41 Other
Financial Review Review of the charity's financial posrtion at the end of the period Pafa 1.21 The financial position of FOSM is sound. Cash funds at yearond - £33,915. The closing balance of the Bardays community account- £20,601. Of this sum, £11.250 is held in reserve for payments due for future fund- raising trips. Thefefore. the unencumbered balance is £9,350. The closing balance of the Cambridge Building Society= £13,314. The large sum held in reserve in the Cambridge Building Society was due to a very large donation many years ago. The policy now is to gradually shift money to the current account to maintain the current level of annual donation to the Sedgwick Museum Cambridge Building Society, £13,314 NIA Statement explaining the policy for holding reserves stating why they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Pafa 1.22 Pard 1.22 P¥a 1.24 None Parn 1.23 None Additional infomiation loptional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investsment policy adopted Para 1.46 A description of the principal risks faGing the charity Para 1.46 other
Structure, Governance and Management Description of chartty's trusts: Type of goveming document How is the chanty Gonstituted? None Para 1.25 Constitution Para 1.25 Unincorporated Association Trustee SeleCtn methods induding 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 The Constitution states that all the Honorary Officers are the Trustees of F05M. Additlonal information (optional) You ma choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Pafa 1.51 The charity's organisational structure and any wider network with which the charity works Pwa 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details The FTiends of Sed FOSM 1091393 clo Dept of Earth Sciences. t)owning Street, Cambridge CB2 3EQ wick Museum Charit name Other name the cha uses Re istered charit number Charity's principal address
Names of the charity trustees who manage the charity Dates acted if not forwhole ear Trustee nane Office lif any Name of perJon lor body) entilled Mary-Anne Enoch Margaret Sanderson Penelope Coggill Michael Tuke Treasurer Vthole year Whole year Chair Secretary Vice Chair Whole Year Vthole Year None. Removed 12111124 Peter Friend Honorary President 10 12 13 14 15 16 17 18 19 20 orate trustees - names of the directors at the date the re Director name ortwasa roved None Name of trustees holding title to property belonging to the dnty Dates acted rf not for whole Trustee narne None ear
Funds held as custodian trustees on behalf of others Description of the assets NONE held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodlan charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional infomiation (optional) Names and addresses of advisers (Optional inf0mtiOn) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional infommtion) Exemptions from disclosure Reason for non4Jisclosure of ke rsonnel details NIA Other o tional inforniation
Declarations The trustees declare that they have approved the trusteM' report ab¢we. Signed on behalf of the charity's trustees Signature(s) Full name(s) Position (eg Secretary. Chalr. etc) ei c Y•L6 Dato 31 fzl
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Independent examiner's report to the trustees of The Friends of Sedgwick Museum I report to the trustees on my examination of the accounts of The Friends of Sedgwick Museum (the Charity) for trie year ended 31st March 2024. Responsibilities and basis of report As the charity trustees of the Charity you are responsible for the preparation of the accounts in accordan with the requirements of the Charities Act 2011 ('the Act,). I report in respect of my examination of the Charity's accounts Caled 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 examinerfs statement I have completed my examination. I confinn 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 concems 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: lan Campbell Relevant professional qualrfication or membership of professional bodies.. Associate Member of the Chartered Institute of Management Accountants Affiliate Member of the Association of Independent Examiners Address. 27 Victoria Street, Bury St Edmunds, Suffolk IP33 3BB Date: