## **Trustees’ Annual Report for the period Period start date To 1[st] April 2021 Period end date 31[st] March 2022** ## **Charity name: Social History Curators Group** ## **Charity registration number: 1157994** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To advance the education of the public in
heritage, science and the arts advancing
standards of social history curatorship by
encouraging better care, management,
research and development of collections and
delivery of improved use, access and
interpretation of museum and related
collections through public facing outputs
such as events, exhibitions, participative
projectsforthe benefit ofthe public| |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.|Para 1.17 and
1.19|The COVID-19 pandemic continued to have
an effect on the activities of SHCG in the
year 2021-2022. SHCG Board of Trustees
meetings for 2021-22 have been held via
Zoom due to the COVID-19 pandemic and
working from home guidance.
SHCG News was published in May and
October 2021 with articles from The
People’s History Museum, Imperial War
Museums, Wakefield Museums & Castles,
Darlington Railway Museum and more.
Journal vol 45 was published in May 2021
themed around reflections on and
experiences of working during 2020 in the
context of a global pandemic.
On Wednesday 6th and Thursday 7th
October SHCG’s 2021 conference,
‘Challenging Social History: Navigating
difficulties and caring for contested
collections’, was successfully held online
with over 100 attendees on one of the days.
We carried out an online survey after this
conference. Over half those who responded
said it was their first experience of an SHCG
conference and the main reason for
attendance was the relevance of the theme
to their work and professional development.
Access and Inclusion was a key area of work
for the committee this year and will continue
to be a focus in 2022/23. An online,
anonymous application process for new
SHCG trustees was trialled in 2021 and will
be continued to improve accessibility,
following positive feedback in 2021.| |||Accessibility and inclusion is now a standing
point at all trustee meetings. The free
Hardship Membership, begun during
lockdown, continues to be offered to support
those who may otherwise be unable to join
SHCG.
A bi-monthly ‘Legacies of Colonialism’ online
meetup has been run to provide a space for
both members and non-members to discuss
and support each other with problems,
projects or anything else related to colonial
histories and other potentially challenging
topics in their work.
SHCG is represented on the Subject
Specialist Networks Consortium by the Chair
who has attended meetings online
throughout the year. This continues to
strengthen relationships and build support
between SSNs in sharing resources, best
practice and co-hosting training and events.
SHCG will continue to be represented in this
forum.
SHCG has carried out advocacy work on
behalf of various museums and social
history collections facing cuts or closures,
involving communication with a number of
local councils and councillors.| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|SHCG has carried out its purposes as a
charity for the public benefit and, in doing so,
can confirm we have had 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|| |---|---|---| |Policy on grant making|Para 1.38|**N/A**| |Policy on social investment
including program related
investment|Para 1.38|**N/A**| |Contribution made by
volunteers|Para 1.38|**N/A**| |Other||**N/A **| ## **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|Membership numbers were recorded for
2021-22 by the Membership Secretary.
As of March 2022, SHCG had the following:
52 individual print members (increase of 3
on 2021/22)
•
107 individual digital members
(decrease of 1 on 2021/22)
•
83 institutional members, including 3
overseas (no change)
•
7 Hardship Memberships
•
25 Student Memberships
As of March 2022, SHCG had the following:
•
Twitter followers: 3884 [↑ 14%]
•
LinkedIn group followers: 118 [↑
146%]
•
Facebook page followers: 1286 [↑
2%]
•
Youtube channel Views: *38K,
[↑35%] Subscribers: 1746 [↑ 27%]| |---|---|---| |**Additional information (optional)**
You may choose to include further statements||where relevant about:| |Achievements against
objectives set|Para 1.41|**N/A**| |Performance of fundraising
activities against objectives
set|Para 1.41|**N/A**| |Investment performance
against objectives|Para 1.41|**N/A**| |Other||**N/A**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|As of 31st March 2020, SHCG has healthy
finances, as outlined in the attached
accounts, and does not have a deficit.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The reserves account provides some
stability should there be a significant drop in
membership income. SHCG may use some
of these funds for longer term project activity
such as overhauling the website.| |Amount of reserves held|Para 1.22|£5000| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| **Additional information (optional)** You may choose to include further statements where relevant about: **N/A** The charity’s principal sources of funds (including Para 1.47 any fundraising) **N/A** Investment policy and objectives including any Para 1.46 social investment policy adopted **N/A** A description of the principal Para 1.46 risks facing the charity **N/A** Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution of a Charitable Incorporated
Organisation with voting members other than
the charity’s trustees.| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |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|Potential trustees must be members of
SHCG and their nomination must be
proposed by another member. Nominations
are voted on by those members present at
AGM – those garnering the majority of votes
are elected. Trustees are elected for a term
of 2 years not serving more than 3
consecutive terms. Trustees in named roles
– Chair, Secretary, Treasurer – are elected
for 3 years equal to 1 term. All trustees work
on a voluntary basis and usually undertake a
particular role.| |**Additional information (optional)**
You may choose to include further statements||| |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|All trustees are issued with a copy of the
constitution, a role description and handover
notes from the retiring trustee who
previously held that position.| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|SHCG is a Subject Specialist Network
(SSN), one of many professional networks
operating within the museums and heritage
sector in the UK. Representatives from each
SSN have formed the SSN Consortium
which works collaboratively to support
individuals and organisations to care for and
use their collections for public benefit.| |Relationship with any related
parties|Para 1.51|N/A| |Other||N/A| |Charity’s principal address|c/o St Fagans National Museum of History
St Fagans
Cardiff
CF5 6XB| |---|---| ||| ## **Names of the charity trustees who manage the charity** |1
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12|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Lowri May Jones|Chair|From 24/06/2021|SHCG Membership| ||Lauren May
Stephenson|Secretary|From 24/06/2021|SHCG Membership| ||Amy Elizabeth
Foulds|Treasurer|From 24/06/2021|SHCG Membership| ||Eleanor Harding|||SHCG Membership| ||Frances Catherine
Reed||From 24/06/2021|SHCG Membership| ||Michelle Lisa Gayle||From 24/06/2021|SHCG Membership| ||Elizabeth Mei-Lan
Douglas||From 24/06/2021|SHCG Membership| ||Charlotte May Barron||From 24/06/2021|SHCG Membership| ||Lauren Ryall-Waite|||SHCG Membership| ||Emma Harper|||SHCG Membership| ||Victoria Miller|||SHCG Membership| ||Kirsty Marie Parsons||From 24/06/2021|SHCG Membership| ## – Corporate trustees names of the directors at the date the report was approved ## **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 ## **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)** LAUREN MAY COLLIER **Position (eg** Secretary **Secretary, Chair, etc) Date** 4.1.2023 SOCIAL HISTORY CURATORS GROUP SHCG Receipts and Payments Accounts Year Ended 31 March 2022 SOCIAL HISTORY CURATORS GROUP SHCG Recelpts and Payments A¢eovnts For tht Year Ended 31 March 2022 2022 2021 Recèlpts Membership Subs Sernin8rs Publications Licensing Sundries & Misc 6,686.28 9,550.85 307.62 1,064.12 123.80 489.55 7,175.83 11,046.39 Expenses Commrttee Travèl Confe￿nce Expenses 2021 Conference Expenses 2022 Seminar Expenses First Base Postage & Stationery Newsletter Expensts Journal Expenses Accountancy Insurance Sundries & Misc 199.77 688.68 50.00 57.56 348.00 380.16 341.65 2,233.16 1,487.44 300.00 393.47 30.92 2.263.65 1.086.80 300.00 337.16 421.59 5,772.04 914.52 6,062.49 Net Movement in Funds 1,403.79 4,983.90 Total Funds Brought Forward 24.474.43 19,490.53 Total Funds Carried Forward 25,878.22 24,474.43 SOCIAL HISTORY CURATORS GROUP SHCG Statem¢nt of Balartc•s For the Year Ended 31 Mareh 2022 Unrestricted Restricted Fun¢Js Funds 2022 2022 Total Total 2022 2021 Currgnt Assets Cash in hand CO-OP Current Account CO-OP Reserve Account 20,878.22 5,000.00 20,878.22 5,000.00 19.474.43 5,000.00 Nèt Assets at 31 March 2022 25,878.22 25,878.22 24,474.43 Re$eFves Ggnefal Funds availabl8 85 at 1 April 2021 Surplu5 1 Deficit for the year A5 per P&R Account 24.474.43 1,403.79 24.474.43 1,403.79 19,490.53 4,983.90 Total Funds as at 31 March 2022 25.878.22 25.878.22 24,474.43 Signed Prirt Name FooLV De518nation C< Date Independent examiner's report on the accounts 10 July 2022 To the Members of the Social History Curalors Group on the ac(x)unls for the year ended 31 March2022 . This report is made solely to the society's members, as a body. Ourexamination work has been undertaken so that we might stale to the society's members those matters we are required to state to them in an examiners, report and for no other purpose. To the fullest extent permitted by law. we do not accept or assume responsibility lo anyone other than the sociely and the sociely's members as a body, for our work, for this report, or for the opinions we have formed. Respective responsibilities of Society Board Members and examiner The Society Board Members consider thal an audit is not required forthis year as an appropriate resolution was approved by members al the last AGM and that an independenl examination is therefore appropriate. It is our responsibility to.. examine the accounts follow the prO￿dureS laij down in the General Direclions given by Social History Curators GroLJP', and state whether particular matters have come to our attention. Basis of independent examiner's statement Our 8X8minalion was carried out in accordance wbth General Directions given by Social History Curators Group. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with Ihose records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from the trustees concerning any such matters. The protsdures undertaken do not provide all the evidence that would be required in an audit and, consequently, we do not express an audit opinion on the accounts. Independent examiner's statement In the course of our examination, no matter has come to our attention-, 1. Which gives us reasonable cause to believe that in any material respect the requirements= to keep accounting records. and to prepare accounts which accord wilh the accounling records and comply with Generally accepted accounting requirements have not been met, or 2. To which, in ouropinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Z group Ibex House 162-164 Arthur Road Wimbledon London SW19 8AQ