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|O||CHARITY COMMISSION
FQP fN(jtANQ
ANQ WALE5|CHARITY COMMISSION
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ANQ WALE5|CHARITY COMMISSION
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ANQ WALE5|CHARITY COMMISSION
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ANQ WALE5|CHARITY COMMISSION
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ANQ WALE5|CHARITY COMMISSION
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ANQ WALE5|CHARITY COMMISSION
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ANQ WALE5|CHARITY COMMISSION
FQP fN(jtANQ
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FQP fN(jtANQ
ANQ WALE5|' """"'-"""'"'" '=
THE CARRIAGE FOUNDATION
Receipts and payments|' """"'-"""'"'" '=
THE CARRIAGE FOUNDATION
Receipts and payments|' """"'-"""'"'" '=
THE CARRIAGE FOUNDATION
Receipts and payments|' """"'-"""'"'" '=
THE CARRIAGE FOUNDATION
Receipts and payments|' """"'-"""'"'" '=
THE CARRIAGE FOUNDATION
Receipts and payments|' """"'-"""'"'" '=
THE CARRIAGE FOUNDATION
Receipts and payments|1162356
accounts|1162356
accounts||CC16a|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||||For the period||Pe "&r|-':-:-'. d''-'-||||||
||||||||||||||from|1.8.22||||31.7.23|||
||||'||||||||||||||||||
||||||-|-|||||||||||||||
|~||||||||~|||s|~|||||||||
|||||||||||||Unrestricted
funds||Restricted
funds||Endowment
funds||Total|funds|Last year|
||||||||||||to the nearest
6|||to the|nearest F|to the nearest 6||to the nearest 6||to the nearest 6|
|A1 Recei||ts|||||||||||||||||||
|Study Tours|||||||||||||3,780||||||3,780|2,704|
|Study Days|||||||||||||2,319||||||2,319|3,582|
|Subscriptions|||||||||||||1,476||||||1,476|1,548|
|Grants and|donations||||||||||||1,535|||||||685|
|HMRC Gift Aid|||||||||||||||||||||
|Publications|||||||||||||254||||||254|196|
|Promotions|||||||||||||||||||||
|Other|||||||||||||75||||||75|607|
|u|tota|||ross||income||||or|||||||||||
|||||||||||AR)|||9,439||||||9,439|9,323|
|A2 Asset||and||investment||||sales,|||||||||||||
|see table||.|||||||||||||||||||
|||||||||u|tota||||||||||||
||||||Total|||receipts|||||9,439||||||9,439|9,323|
|A3 Pa ments|||||||||||||||||||||
|Study Tours|||||||||||||3,547||||||3,547|2,762|
|Study Days|||||||||||||2,887||||||2,887|2,817|
|Fees|||||||||||||474|||||||1,202|
|Publications|||||||||||||1,780||||||1,780|2,109|
|Carriages ofBritain|||||||||||||||||||||
|Project Curator|||||||||||||641||||||641|1,084|
|Other|||||||||||||||||||||
||||||||Sub||total||||9,330||||||9,330|9,975|
|A4 Asset||and||investment|||||||||||||||||
||||||||Sub||total||||||||||||
|||||Total||payments|||||||9,330||||||9,330|9,975|
|Net ofreceiptsl(payments)|||||||||||||110||||||1'IO||
|A5 Transfers||||between|||funds||||||||||||||
|A6 Cash|funds last year|||||||end|||||5,242||||||5,242|5,894|
|Cash funds|||||this||year|||end|||5,352||||||5,352|5,242|
|~
e||||~|~|i|~|~
~|~|~ ~||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||Unrestricted|Restricted|||Endowment||
|||||||||funds||funds||funds||
|||||||||to nearest
K|to|nearest|R|to nearest|K|
|81 Cash funds||||||||5,352||||||
||||||Total||cash funds|5,352||||||
||||{agree|balances|with|receipts and payments||||||||
||||||||account(s))|||||||
|||||||||Unrestricted|Restricted|||Endowment||
|||||||||funds||funds||funds||
||||Details|||||to nearest E|to|nearest|K|to nearest|6|
|82 Other monetary assets||||||||||||||
|||||||||Fund to which
asset belon s|Cost (optional)|||Current value
o tional||
|83 Investment|assets|||||||||||||
||||Details|||||Fund to which
asset belon s|Cost (optional)|||Current value
o tional||
|84Assets retained for||the||||||||||||
|charity's
own|use|||||||||||||
|||||||||Fund to which|Amount
due|||When due||
||||Details|||||liabili
relates||o tional||o tional||
|85 Liabilities||||||||||||||
|Signed by one or two trustees
behalf of all the trustees||on||Signature||||Print Name||||Date of
a
roval||
||||||||||'tv' m&|||4, -U-'&3||
||||||||||Qw 46RKo~~|||g. l2. 2.~||
##
|||||||||SORP||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||reference||||
|Summary|of|the purposes||||of|the|Para 1.17|The objects ofthe charity are:-|||
|charity as
governing|set out in its
document||||||||To advance the education ofthe public
in horse drawn carriages, their
history and carriage driving
in particular
but not exclusively
by:|||
||||||||||a)
Compiling,
maintaining
and publishing
an online database|||
||||||||||containing
a detailed
list ofhistoric horse drawn carriages that||are in|
||||||||||accessible public and private collections throughout
the UK;|||
||||||||||b)
Organising
study days and tours and offering collections|and||
||||||||||conservation
advice; and|||
||||||||||c
Publishin
articles, books and booklets on horse drawn|carria es.||
|Summary
ofthe main activities
in relation to those purposes
for
the public benefit,
in particular,
the activities, projects or||||||||Para 1.17
and 1.19|- the events programme
is publicly available to al!
— educational
outreach
work is carried out through
Study Days
tours||and|
|services identified|||in|the|||||- volunteers
are encouraged
to be actively involved
in projects|||
|accounts.||||||||||||
|Statement|confirming||||whether|||Para 1.18|The Trustees confirm that they have referred to the Charity|||
|the trustees
have had regard to
the guidance
issued
by the
Charity Commission
on public|||||||||Commission's
general guidance
on public benefit
in reviewing
Charity's
aims and objectives and have taken due regard of its
contents.||the|
|benefit||||||||||||
|dditional|information|||||(optional)||||||
|ou may choose|||to|include|||further statements||where relevant
about|||
|||||||||SORP reference||||
|Policy on|grant making|||||||Para 1.38||||
|Policy on|social investment|||||||||||
|including|program
'||related|||||Para 1.38||||
|investment||||||||||||
||||||||||Volunteers
continue to assist with the cataloguing
ofcarriages for|||
|Contribution||made|by||volunteers||||the database
www. carria
efoundation. or .uk. This has resulted
in a
substantial
amount of information
being made available
in the public|||
||||||||||domain.|||
||||||||||One volunteer
has brought together a small team ofpeople|to||
||||||||||further develop the list ofcoach builders
and associated trades.|||
||||||||||Another volunteer
is co-ordinating
a new initiative to contact|||
||||||||||nationwide
auction houses, offering an advisory service on|carriage||
||||||||||related matters.|||
||||||||||Volunteers
have also attended
events during the year and|assisted||
||||||||||with the Charity's
promotional
stand increasing
awareness|end||
||||||||||romotin
membershi
.|||
|Oh||||||||SORP reference||||
##
##
|Achievements
and Perf|Achievements
and Perf|Achievements
and Perf|Achievements
and Perf|Achievements
and Perf|ormance|||
|---|---|---|---|---|---|---|---|
|Summary
ofthe main
achievements
ofthe 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|Over the past 12months The Carriage Foundation
has organised a
Study Tour to France to view traditional
vehicles as well as several
Study Days including
visits to the Maidstone
Carriage Museum
and
Leicestershire
County Museum
stores .The monthly
talks and
discussions
via Zoom have continued
throughout
the year and have
helped
build up contacts as well as raising the profile ofThe
Carriage Foundation.||
|||||||The charity's Trustees have continued
to work closely with||
|||||||museums
and other organisations
to assist with documentation
and||
|||||||public enquiries.
Museums
now send enquiries
directly to us to||
|||||||respond to and we have been working
closely with museum
staff not||
|||||||just in the UK but worldwide.
Museum
staff continue to expand their||
|||||||knowledge
ofhorse-drawn
carriages
within the collections under||
|||||||their care.||
|||||||Subscriptions
to The Carriage Foundation
remain steady. This has||
|||||||been achieved
through
the website and the dedicated
Facebook||
|||||||page htt
s:Iiwww. facebook. com/thecarria
efoundationi
as well as||
|||||||networking
with people from other countries who are taking an||
|||||||active interest
in the work ofthe Charity and helping to achieve its||
|||||||educational
outreach aims.||
|||||||Demand
for The Carriage Foundation's
first major publication
'The|A|
|||||||to Z ofCarriages'
continues
and has been well received. Plans are||
|||||||now set in place to publish a series ofbooklets
in addition to the
charit 's biannual
ublication The Whiffle Tree.||
|Additional||information||(optional)||||
|You may|choose to include further statements|||||where relevant
about:||
|Achievements|||against objectives||Para 1.41|The four key objectives identified
for progression
in 2022I23 have
been developed as follows:-||
|set||||||||
|||||||1
Collections and archives: toset up a resource room/safe
storage||
|||||||facility||
|||||||The Carriage Foundation
continues
to explore setting
up a room||
|||||||and establishing
a National'Archive.||
|||||||2. Fundraising:
to establish a Fundraising
and Development
Sub-||
|||||||Committee||
|||||||It is anticipated
that this will become active during 2023/24.||
|||||||3. Communications:
to optimise the website potential andincrease||
|||||||on-line networking
opportuni ties||
|||||||The monthly
Zoom sessions
will continue throughout
the year||
|||||||rather than just be during the Winter months. Social media sites||
|||||||are being updated
more regularly.||
|||||||4. ~pro'e
t
to icdeentify primary
archive matenat||
|||||||The Carriage
Foundation
is working towards establishing
a||
|||||||National
Archive ofmaterial.||
|||||||There has been an increase
in the number of international
members||
|Performance
of fundraising
activities against objectives set|||||Para 1.41|over the reporting
period as well as the number ofFacebook regular
'followers'.||
|||||||Some donations
have been received during the year but a targeted||
|||||||grant application
process for specific projects is being developed|by|
|||||||the Project Curator and will be implemented
once the Fundraising||
|||||||and Development
Sub-Committee
is in place.||
|Investment
a ainst ob||performance
ectives|||Para 1.41|||
|Other||||||||
|jnarlcial Review
~
~|||||||||
|---|---|---|---|---|---|---|---|---|
|Review ofthe charity's
financial||||Para 1.21|The Charity has continued
to operate on a breakeven||basis.||
|osition at the end ofthe||eriod|||||||
|Statement
explaining
the|policy|||Para 1.22|The Charity considers
it prudent
to retain sufficient|reserves|||
|for holding reserves stating|||why||to cover its annual
operational
costs. A Reserve Fund of||||
|the
are held|||||E2,500 is therefore
held
in a CCLA COIF De osit Fund.||||
|Amount ofreserves
held||||Para 1.22|F2,500||||
|Reasons for holding zero||||Para 1.22|N/A||||
|reserves|||||||||
|Details offund materially|in|||Para 1.24|N/A||||
|deficit|||||||||
|Explanation
ofany uncertainties||||Para 1.23|Trustees are aware that there is a reliance on income from||||
|about the charity continuing|||as a||the subscription
base and is therefore seeking to raise||||
|going concern|||||specific funding
from charitable
trusts to enable new||projects||
||||||to be develo
ed.||||
|Additional
information|(optional)||||||||
|You ma
choose to include|||further statements||where relevant
about||||
|The charity's
principal sources
offunds (including
any||||Para 1.47|Principal sources offunding are subscriptions,
Gift
Day fees, donations
and grants.|Aid,||Study|
|fundraisin|||||||||
|Investment
policy and objectives
including
any social investment||||Para 1 46|||||
|olic
ado
ted|||||||||
|A description
ofthe principal
risks facing the charity||||Para 1.46|A risk analysis
matrix is reviewed
at each Trustees'
and assesses the following
risks:|Meeting|||
||||||Financial (cash flow and working
capital);||||
||||||Operational
(business
continuity,
loss or prolonged||absence||
||||||ofkey personnel);||||
||||||Strategic/governance
(succession
planning;
ongoing||||
||||||compliance
with Charity Commission
regulations/charity|||law);|
||||||Reputational
(risk of being associated
with unsuitable|||or|
||||||failed projects)||||
||||||The Trustees continue to hold their meetings
on a|hybrid|||
||||||basis to enable participation
both in person and via electronic||||
||||||means
(in accordance
with the Charity's
governing||||
||||||document).||||
||||||The Trustees
remain ofthe opinion that the charity|will|||
||||||continue as a going concern for the next 12 months|on||a|
||||||break-even
basis.||||
|Other|||||||||
|Structure, Governance||||and Mana|ement||||
|Descri
tion of charit 's|trusts||||||||
|Type of governing
document||||Para 1.25|Constitution||||
|(trust deed, ro al charter|||||||||
|How is the charity||||Para 1.25|CIO||||
|constituted?|||||||||
|(e.g unincorporated|||||||||
|association.
CiO)|||||||||
|Trustee selection methods||||Para 1.25|Apart from the first charity trustees,
every trustee must be||appointed||
|including
details ofany
constitutional
provisions e.g.|||||for a term (to be fixed by the trustees)
by a resolution
passed
properly convened
meeting ofthe charity trustees.|||at a|
|election to post or name of any
person or body entitled to
appoint one or more trustees|||||In the appointment
ofnew trustees, a potential
nominee
is invited to
attend at least two meetings
oftrustees as an 'Observer'.
This
initiates a two-wa
rocess enablin
both the Observer and existin||||
|Additional
information
(optional)|Additional
information
(optional)|||
|---|---|---|---|
|You ma
choose to include further statements||where relevant|about:|
|Policies and procedures
adopted
for the induction
and|Para 1.51|||
|training
oftrustees||||
|The charity's
organisaiional||||
|structure
and any wider network
with which the charity works|Para 1.51|||
|Relationship
with any related||||
|parties|P151|||
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