Trustees’ Annual Report for the period
From 01/04/2023 To 31/03/2023
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 projects for the benefit of the 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 |
SHCG Board of Trustees meetings for 2022-23 returned to in-person meetings, retaining hybrid options to enable as many trustees to attend as possible. Meetings were held at the Museum of the Home and Berwick Museum. SHCG Chair advocated on behalf of various museums and social history collections facing cuts or closures, communicating with Cardiff Council, Bristol Council, Burton-on-Trent Council (including a follow up phone call with the Head of Regeneration), and Cornwall Council. 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 News was published in May and November 2022, with articles from various sector practitioners and institutions including Museum of London, Aberdeen City Council Museums and Galleries and the Royal Mint Museum. Journal vol 46 was published in May 2022, focused on empowering communities to tell their own stories and reflecting on practice |
| related to climate change and decolonisation. 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 continued to be well attended and is 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. In December 2022 a seminar was held on the subject of Religion in Museums, with 4 speakers from a range of museums, including St Mungo’s Museum and the V&A. This was attended by 26 participants and received positive feedback. The 2022 SHCG Conference was held in person in Leeds on 30thJune and 1stJuly on the theme of Regenerating Communities through social history. Bursaries were offered to allow early career members to attend, and the conference was positively received overall. Conference sessions were made available on the SHCG YouTube channel and lessons learned, particularly around equality, diversity and inclusion and accessibility were taken on board for future events. |
||
|---|---|---|
| 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 n/a Para 1.38 Policy on grant making n/a Para 1.38 Policy on social investment including program related investment n/a Para 1.38 Contribution made by volunteers
n/a Other
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 2022-23 by the Membership Secretary. As of March 2023, SHCG had the following: 60 individual print members (increase of 8 on 2021/22) • 120 individual digital members (increase of 13 on 2021/22) • 90 institutional members (increase of 7 on 2021/22) 7 Hardship Memberships 25 Student Memberships As of March 2023, SHCG had the following: Twitter followers: 4.239 [↑ 9%] LinkedIn group followers: 199 [↑ 68%] Facebook page followers: 1295 [↑ 0.7%] YouTube channel Views: 25.4K, [↓35%] Most watched video ‘Tools of the Trade: 118.8K [↑ 327%] Subscribers: 1980 [↑ 13%] |
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 2023, 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:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | n/a |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | n/a |
| Other | n/a |
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 digitally by members and confirmed by a quorum 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 |
where relevant about: | |
| 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 |
Reference and Administrative details
| Charity name | Social History Curators Group |
|---|---|
| Other name the charity uses | SHCG |
| Registered charity number | 1157994 |
| 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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Lowri MayJones | Chair | SHCG Membership | ||
| Lauren MayCollier | Secretary | SHCG Membership | ||
| Amy Elizabeth Foulds |
Treasurer | SHCG Membership | ||
| Michelle Lisa Gayle | SHCG Membership | |||
| Elizabeth Mei-Lian Douglas |
SHCG Membership | |||
| Kirsty Marie Parsons |
SHCG Membership | |||
| Frances Catherine Reed |
SHCG Membership | |||
| Charlotte May Barron |
SHCG Membership | |||
| Eleanor Harding | Until 08/07/2022 | SHCG Membership | ||
| Lauren Ryall-Waite | Until 08/07/2022 | SHCG Membership | ||
| Emma Harper | Until 08/07/2022 | SHCG Membership | ||
| Victoria Miller | Until 08/07/2022 | SHCG Membership | ||
| Aisha Rafi Arif | From 08/07/2022 | SHCG Membership | ||
| Samatha Jane Daisley |
From 08/07/2022 | 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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Amy Elizabeth Foulds | ||
Chair |
||
| 31/01/2024 | ||
| 31/01/2024 |
SOCIAL HISTORY CURATORS GROUP SHCG Recalpts and Payments Accounts Year Ende 31 March 2023
SOCIAL HISTORY CURATORS GROUP SHCG R•c•ipts and Paym•nts Accounts For the Y*ar Ended 31 Mar¢h 2023 2023 2022 R•c•ipts Membership Subs Conference 2022 7.026 70 6.319 20 340 00 129 02 81 62 6.686 28 Conference 2023 se[nat5 2022 Publicatsons cenSIg 489 55 13,896 54 7,17583 Exp•ns•s Commttee Travel Conference Expenses 2021 Conference Expenses 2022 Conference Expenses 2023 Seminar Expenses Fitsi Base Postage & StatK>nery Newsleiier Expenses Joumal Expenses Accouniancy Insurance SuNJries & Misc 1,182 22 199 77 688 68 5000 4,539 91 306 00 250 00 393 4T 450 86 2.01360 1,17230 31200 348 71 51792 11,48699 393 47 3D92 2.263 65 1,086 80 300 00 337 16 421 59 5,772 04 Net Movemern in Funds 240955 140379 Total Funds Brought F(Vard 25,878 22 24,474 43 Total Funds Carned FOard 28,2B7.77 25,878.22
soeNL HISTORY CURATORS GROUP SHCG Statemont of Balances Forth• Y•ar End•d 31 Mareh 2023 Unr•strfet•d R•strfet4d Funds Funds 2023 Total Total 2023 2023 2022 Current Asse15 Cash in hand CO-OP CutrentAccounl CCkOP Reserve Account 23287.77 5,OLKI LK) 23.287.77 5,IK)O.LKI ).878.22 5.LYXI 00 N•tAss•ts as at 31 March 2023 28.287.77 28.2B7.77 2L5.J7B.22 R•s•rv•s General Funds avalk1b as at 1 April 2022 SuTplus l Deficrf lorlhe yearAs perPSR Account 25,878.22 2,409.55 25,87B.22 2,409 55 24.474.43 1.403 79 Total Funds as at 31 March 2023 28.287.77 28.2B7.77 2L5.J7B.22 Sl8ned print Name AmyFoukls De5¥n4tion SNCGTr8a& Date 31nW2D23
Independent examiner’s report on the accounts
31 July 2023
To the Members of the Social History Curators Group on the accounts for the year ended 31 March 2023.
This report is made solely to the society's members, as a body. Our examination work has been undertaken so that we might state 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 to anyone other than the society and the society'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 that an audit is not required for this year as an appropriate resolution was approved by members at the last AGM and that an independent examination is therefore appropriate.
It is our responsibility to:
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examine the accounts
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follow the procedures laid down in the General Directions given by Social History Curators Group; and
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state whether particular matters have come to our attention.
Basis of independent examiner’s statement
Our examination was carried out in accordance with 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 those 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 procedures 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;
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Which gives us reasonable cause to believe that in any material respect the requirements:
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to keep accounting records, and
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to prepare accounts which accord with the accounting records and comply with Generally accepted accounting requirements have not been met, or
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To which, in our opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Z group
Room 405 Highland House
165 The Broadway
Wimbledon, London SW191NE