## **Trustees’ Annual Report for the period** 

**From  01/04/2024           To 31/03/2025** 

**Charity name: Social History Curators Group** 

## **Charity registration number: 1157994** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To advance the education of the public in<br>heritage, science and the arts advancing<br>standards of social history curatorship by<br>encouraging better care, management,<br>research and development of collections and<br>delivery of improved use, access and<br>interpretation of museum and related<br>collections through public facing outputs<br>such as events, exhibitions, participative<br>projects for the benefit of the public|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|SHCG Committee meetings were held<br>regularly across the year online to facilitate<br>as broad access as possible, with one in<br>person meeting held at Stevenage Museum.<br>An Extraordinary Meeting was held in<br>November 2024 to discuss forward planning<br>ahead of the changeover of a number of<br>trustees at the 2025 AGM.<br>SHCG Chair advocated for a successful<br>reconsideration of the closure of Abbey<br>House Museum to the Leader of Leeds<br>Council, through sending a direct letter,<br>completing consultation forms and signing a<br>petition.<br>SHCG is represented on the Subject<br>Specialist Networks Consortium by the<br>Chair, although no meetings were held this<br>year. The network had remained active via<br>email, although consultation has taken place<br>on how best to continue the network with<br>new leadership to continue to strengthen<br>relationships and build support between<br>SSNs in sharing resources, best practice<br>and co-hosting training and events. SHCG<br>will continue to be represented in this forum<br>and takes an active interest in its future.<br>SHCG News was published in April and<br>November 2024 with an increased number<br>of contributors and the introduction of<br>interviews and discussions with sector<br>professionals alongside reviews and project|





|||spotlights.<br>Journal vol 48 was published in November<br>2024, focused on Emotion in Museums in<br>line with the Conference theme. The<br>selection of articles in this issue allowed for<br>emerging professionals and more diverse<br>voices to be featured, with a slightly less<br>academic style.<br>The free Hardship Membership, begun<br>during Covid, continues to be offered to<br>support those who may otherwise be unable<br>to join SHCG due to the rising cost of living<br>and increasing issues with redundancy in the<br>sector.<br>A bi-monthly ‘Legacies of Colonialism’ online<br>meetup continued for the first half of the year<br>and was run to provide a space for both<br>members and non-members to discuss and<br>support each other with problems, projects<br>or anything else related to colonial histories<br>and other potentially challenging topics in<br>their work. As wider sector support in this<br>area has increased, it was felt that this<br>space was no longer needed.<br>A seminar focused on Intangible Cultural<br>Heritage was held online on 27thNovember<br>2024, as a collaboration with another<br>Subject Specialist Network. This brought in<br>£106 in ticket sales and received broadly<br>positive feedback.<br>The 2024 Conference was held online<br>across two days in June 2024 on the theme<br>of Emotion in Museums, attracting between<br>30 and 52 delegates across the sessions,<br>including bursary places to allow early<br>career members to attend. A series of<br>complementary in person visits were also<br>organised at Leeds City Museum and the<br>Brunel Museum, although with limited<br>takeup. Feedback was wide-ranging, with<br>lessons learned taken on board for the 2025<br>Conference. A trial of organisational tickets<br>for larger institutions and institutional<br>members was successful, and increased<br>participation in these museums.<br>The firstBASE sub-Committee continued to<br>meet to discuss new ways of promoting skills<br>and resources for social history<br>professionals.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|SHCG has carried out its purposes as a<br>charity for the public benefit and, in doing so,<br>can confirm we have had regard to the<br>guidance issued by the Charity Commission<br>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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|Membership numbers were recorded for<br>2024-25 by the Membership Secretary.<br>As of March 2025, SHCG had the following:<br>58 individual print members (equal to<br>2023/24) •<br>108 individual digital members (reduction of<br>1 on 2023/24) •<br>90 institutional members (reduction of 2 on<br>2023/24)<br>8 Hardship Memberships (increase of 1 on<br>2023/24)<br>15 Student Memberships<br>As of March 2025, SHCG had the following:<br>Twitter followers: 3,604 ↓**15%**(account no<br>longer active)<br>LinkedIn group followers: 355**↑ 43%**<br>Facebook page followers: 1298 ↓**0.2%**<br>BlueSky followers: (new account) 1,162<br>Instagram followers: (new account) 360|
|**Additional information (optional)**<br>You may choose to include further statements||where relevant about:|
|Achievements against<br>objectives set|Para 1.41|**n/a**|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|**n/a**|





||||
|---|---|---|
|Investment performance<br>against objectives|Para 1.41|**n/a**|
|Other||**n/a**|





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|As of 31st March 2025, SHCG has healthy<br>finances, as outlined in the attached<br>accounts, and does not have a deficit.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The reserves account provides some<br>stability should there be a significant drop in<br>membership income. SHCG may use some<br>of these funds for longer term project activity<br>such as overhauling the website.|
|Amount of reserves held|Para 1.22|**£5000**|
|Reasons for holding zero<br>reserves|Para 1.22|**n/a**|
|Details of fund materially in<br>deficit|Para 1.24|**n/a**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**n/a**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**n/a**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**n/a**|
|A description of the principal<br>risks facing the charity|Para 1.46|**n/a**|
|Other||**n/a**|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution of a Charitable Incorporated<br>Organisation with voting members other than<br>the charity’s trustees.|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Potential trustees must be members of<br>SHCG and their nomination must be<br>proposed by another member. Nominations<br>are voted on digitally by members and<br>confirmed by a quorum at AGM – those<br>garnering the majority of votes are elected.<br>Trustees are elected for a term of 2 years<br>not serving more than 3 consecutive terms.<br>Trustees in named roles – Chair, Secretary,<br>Treasurer – are elected for 3 years equal to<br>1 term. All trustees work on a voluntary basis<br>and usually undertake a particular role.|
|**Additional information (optional)**<br>You may choose to include further statements||where relevant about:|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51|All trustees are issued with a copy of the<br>constitution, a role description and handover<br>notes from the retiring trustee who<br>previously held that position.|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|SHCG is a Subject Specialist Network<br>(SSN), one of many professional networks<br>operating within the museums and heritage<br>sector in the UK. Representatives from each<br>SSN have formed the SSN Consortium<br>which works collaboratively to support<br>individuals and organisations to care for and<br>use their collections for public benefit.|
|Relationship with any related<br>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,<br>Cardiff, CF5 6XB|
|---|---|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||Amy Elizabeth<br>Foulds|Chair||SHCG Membership|
||Samantha Jane<br>Daisley|Treasurer||SHCG Membership|
||Charlotte May<br>Barron|||SHCG Membership|
||Edward Matthew<br>Smith|||SHCG Membership|
||Tracey Louise<br>Hebron|||SHCG Membership|
||Louise McAward-<br>White|||SHCG Membership|
||Jill Birrell|Secretary||SHCG Membership|
||Henry Joseph<br>Roberts|||SHCG Membership|
||Imogen Amy<br>Clarke|||SHCG Membership|
||Ivet Ivanova<br>Benova|||SHCG Membership|
||||||
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– 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)** Amy Elizabeth Foulds ~~a~~ **Position (eg Secretary,** Chair **Chair, etc)** ~~ee~~ **Date** 17/12/2025 ~~Pp~~ 



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Independent examlner's report on the accounts
9" July 2(r25
To Thhrrt)8rs of So¢>al Hisknry Curaknrs Group on the accounis for Ihe yw ended 31
March 2025.
This report is made solety lo the societys members. as a body. (￿r exaMinalK￿ work has boen
undertaken so thai we rn￿h1 state kn the societys merrt)8rs those matt8rs we are foquired to
stats kn them in an examiners. report aThJ for no other wrwse. To the fullest extent Permined
by law. we do accepi or assume responsibilty to anyone other than the soo'ety arKI the
society's mernbers as a LK>dy, for work, for this re￿rt, or lor Ihe opinions we have formed.
R8sp8eiiv• r•sponslbllltlè# of Soelèty Board Members and axamlner
The Society Board Members C￿sKIer that an audrt is not required for this year as an appropriaie
resolu1￿n was appffjved by mentsts ai iho last AGM and thai an iThJ8pendent examination is
Ihefefora appropnale.
11 is our reSp(￿SIbil￿ to:
examine the accounts
follow th8 proc8(JJres laia l￿wn in G￿￿ra1 th"recbons 9￿￿ by Social Htslory
Curators Group: and
slat8 W￿ther parti￿lar mallers ha￿ co￿? to our allentK)n.
Basls ol IndeperKlent •xamln•r'$ $iatement
Our examination was carried OLrt in accordance ￿th General Directicffis given by Social Hisiory
Curators Group. An examinai#M includes a re￿W of ￿ accountsng records kept by the charity
arKI a compafison of the accwnts present￿1 with Ihose reLx>rds. 11 also includes considefalK
of any unusual (iems or disclosures accounts and se8ks explanalM)ns from tt18 trusl88s
concerning any such matters. The proc8dur8s undeflaken do noi provKI8 all the 8videnc8 that
woukl be required in an arnl. ￿nse(W8n1ty. we (kn not expr8ss an aud￿ q)in￿n on tr
accounts.
Independent examlner's statemenl
In the course of our examinatK)n, no matter has Cor￿ to wr attenti¢xi'
1. Which gives us reas￿able cause kn believe that in any m*erial r8SP8th requirements:
to keep accounting recoNls. and
to prepare acLx)unls wh￿h accord wrth Ihe accoLmting records and conply wilh Generally
acc8Pt8d accountiTrJ requirements hav8 riot b88n m81. Of
2. To which. in ￿r crf>inion. atten￿n shoukl b8 dravm in order to enabl8 a proper und&rstandng
of Ihe aca)unts to be reached.
L group
Zwp
Surte LU.231. Tr Lyht ￿1b
1 Fila￿nt Walk
Wandsworth. Lon¢kn)
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