## **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
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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[n￿at5 2022 Publicatsons ￿cenSI￿g 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 FO￿ard 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: - examine the accounts - follow the procedures laid down in the General Directions given by Social History Curators Group; and - 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; 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 with the accounting records and comply with Generally accepted accounting requirements have not been met, or 2. 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