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2024-12-31-accounts

Chepstow Archaeological Society - Charity number 1096541 Accounts for Year ending 31[st] December 2024

£
£
Income
2024 2023
Membership fees(1) 875 771
Visitors fees 36 27
Raffle net income 152 181
Grant (Restricted Fund)(9) 66
800
Gift Aid(7) 121 67
Talks 1246 0
Designated self-funded activities(2) 35570 10431
Deposit Account interest(5) 17 12
Totals
38,083 12,289
Expenditure
Stationery/postage 0 0
Website/zoom net ? 0
Sundries 0 31
Room hire
280 280
Speakers 210 189
Insurance(4) 185 185
Designated self-funded activities(2) 35514 10,527
Excavation costs–restricted by grant 866 84
- general 304 0
Donations(8) 40 200
Totals (37,399)
(11,496)
Surplus for the year (6)
= 684 793
Comprising net:
Designated self-funded activities(2) 56 (96)
Operating surplus(6) 512 89
Restricted Fund(9) 66 800

Balances at 31[st] December 2024

Total Designated Restricted General
Fund Fund Fund Bank Debtors Creditors
Bank Bank
Opening Reserves 7823 367 800 6426 230 0
Surplus for year. 684 56 (800) 1428 0 0
Closing Reserves 8507 423 0 7854 230 0

Bold numbers in brackets refer to notes overleaf

CAS Summary to year ending December 2024 Opening funds Current Bank A/C Jan Feb March 6487.61 6742.78 April 9201.7 May 10.464.48 31311.48 June July 6957.98 August Sept 7090.98 7125.98 Oct Nov ToLIl 6146.11 $478.S2 6678.14 6841.77 Income Membershlp subs VIsitor5 fees Donations 322 120 140 20 16. 72.(M) 65.00 10.00 40.00 io 15.00 875 36 116.37 67.37 49.00 Raffle income Gbft Ald Talks Activitiesltrips 8ank Interestltransfer5 Sundrles 34 35 121.17 25.7 42.52 37 214.22 121.17 1246.08 35.522.50 1172.45 73.63 23C¥) 1200 26647.00 4349. 1026.50 TOTALS 356 28517 2468.7 1271.52 26647.00 4413.￿) 1098.50 65.00 10.00 1279.82 222.63 62 38,179.34 Expenses Website Postage and statlonery Depre£latlon Meetlng costs Iroom hlre Speakers Raffle expenses Insurance Donatlons ActlvSties and trlps Sundrles Refund5 Archaeology fleld expenses 280.C¥) 280 210 62.02 80.1 80 io 14.5 io 9.78 98.74 185.50 185.5 s8￿. 28766.50 987.66 35554+0.16 50.00 20 30.00 780.IXI 390.L 1170 Total expense Total Income 14.5 30 9.78 8.74 5800.00 28766.50 965.50 30.00 1657.66 80.00 59.00 90 37,511.68 38,179.34 667.66 356 28517 2468.7 1271.52 26647.00 4413. 1098.50 6S.00 10.00 1279.82 222.63 62 PIL 341.5 2SS.17 24S8.92 1262.78 20847.00 24353.so 133.00 3S.00 1647.66 1199.82 163.63 28.00 6146.11 Closlng Funds 6487.61 6742.78 9201.7 IOA64.48 31311.48 6957.98 7090.98 7125.98 5478.52 6678.14 6841.77 6813.77 6813.77 Balance Sheet Lloyd5 Current A/C Lloyds Deposit Alc 6487.61 6742.78 1453.38 1454.98 9201.7 1456.59 10,464.48 31311.48 1458.09 1459.65 6957.98 1461.31 7090.98 1462.82 712S.98 1464.27 $478.S2 1465.51 6678.14 1466.71 6841.77 1468.04 6813.77 1,469.17 17.29 interest Total Assets 7940.99 8197.76 10,658.29 11,922.89 32771.13 8419.29 8553.80 8590.25 5943.83 8144.85 8209.81 8282.%

Trustees Report

1 Membership and visitors fees

Designated self-funded activities.

This is money collected from members for a specific reason and cannot be used for general expenses. This year included a trip to Highclere Castle, and a long trip to Ulster and the Irish Republic. The £56 difference in income and expenditure here is due to the fact that one payment from last year was received this year.

3

Restricted designated funds

These are funds donated by outside sources and if not spent then must be returned to the source. This year it was for Carbon 14 testing and all was spent.

4. Insurance

Paid annually to the Council for British Archaeology via the British Association for Local History, to allow Simon Maddison to get on with the Grove House Dig and drain part of the Wye. The insurance premium to cover helpers injuries is still £185, and now includes drowning….

5 Bank

Deposit account interest has jumped to £17 due to higher interest rates. At the end of the year 2024 there was £6813 in the general account and £1469 in the deposit account making a grand total in the bank of £8,282. The difference between this figure and the £8,507 quoted under “Closing Reserves” yv and is due to the fact that Giftaid owes us around about £230 – listed as a debt on the balance sheet.

6

Operating surplus

Overall we made a profit this year of £634, most of which was due to the efforts of our diggers in spreading the word with talks.

7 Gift Aid

Finally paid after nearly 4 years of letters, we received £353 and a further £121 has now appeared for 2022. At present 2023 and 2024 are still awaiting submission. The outstanding claim will be about £230, and is included as a debtor in the account..

8

Donations

Only £40 was donated this year and it went to the Newport Ship. With a large bank balance now the Committee is discussing how to manage this. However we are

mindful of the fact that funding excavations can be very expensive and without outside grants we may need most of our funds for our own needs.

9 Active archaeology and the MA Grant

Overall we received £1246 as a result of Simon Maddison and Lynne Davies and others efforts in giving talks on the Roman Bridge discoveries in the Chepstow Drill Hall. This went into general funds.

The £800 grant topped up by £66 donations from Simon’s other talks to Monmouthshire Antiquarians was all restricted totally to covering expenses incurred in radio-carbon dating, has already been used and hence and any unused money having to be repaid by September 2028 now ceases to apply.

However we have spent £1170 this year on this carbon study, with £304 coming from our general funds, and it is likely plenty more will be needed.

Keith Tayton, Treasurer

Date 3[rd] April 2025