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2024-12-31-accounts

Trustees’ Annual Report for the period

From 01/01/2024 Period start date To 31/12/2024 Period end date

Charity name: SOUTHWELL COMMUNITY ARCHAEOLOGY GROUP

Charity registration number: 1163982

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 1) To advance the education of the
public in the heritage and
archaeological importance of
Southwell and its locality by:
a) promoting research into that
subject and to publish the useful
results,
b) conducting or assisting surveys
and other investigations of the local
archaeology and history; and c)
such other means as the trustees
may determine.
2) To promote for the benefit of the public
the preservation and protection of features
of archaeological importance in the area of
benefit.
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		 On-going training for members of the
community in the identification of small
finds, recording and archiving those
artefacts. On-going training for members of
the community in the use of digital tools
such as GIS and photogrammetry that
further the understanding and preservation
of the local heritage. Monthly Young
Archaeology Club established, that
included a Summer School excavation for
8-16 year olds.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees meet quarterly to oversee
that activities align with the group’s public
benefit objectives and to plan strategies
that will fulfil the charity’s aims and
objectives.

Additional information (optional) You 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
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38 There were 47 volunteers able to take part
in a variety of archaeological activities. All
activities were conducted by volunteers
under the watch of professional support
given by the Trustees and free-lance
consultants. The objectives of the charity
could not be met without the unstinting
efforts of the members, management
committee and trustees – all given freely.
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 Work with Southwell Minster education
department who bring in local schools to
further their understanding of archaeology
and the local Romano-British heritage.
A week-long summer school excavation for
young people aged 8-16 years old was
held during the holidays, with 24 young
people attending.
Conserving and researching artefacts
obtained through archaeological field works
so that they may be retained for the benefit
of public understanding of local heritage.
Members of the public were able to view
displays and artefacts illustrating the
historical growth of the town.
Members of the group are developing
photogrammetry and GIS skills so that the
heritage of the town may be made
accessible to the public through digital
media.
Regular training for volunteers in
archaeological skills that works to benefit
the wellbeing of members and enabled the
heritage of the town to be better
understood.

Publication of research work through papers in “The Thoroton Society” publications. A series of public talks took place with recognised speakers, on local heritage topics.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41
Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 Total funds held at end of year: £3,524
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Reserves are held under restricted funds
and maintained in order to fulfil the
objectives of any grants awarded.
Amount of reserves held Para 1.22 £600
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		 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 Membership subscriptions, and gift aid. A
grant was obtained from the Geoffrey Bond
Thoroton Society Research Award.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Charity Commission model for CIOs
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 Being a Trustee is open to anyone who
then needs a proposer and seconder and a
majority vote by members at the AGM. In
addition, potential Trustees who can
support and advance the aims of the
charity are invited by the Management
Committee to stand at the AGM in a similar
election process.
Once elected Trustees are in post for three
years, after which time Trustees must apply
for re-election at the AGM.

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
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51
Other

Reference and Administrative details

Charityname SOUTHWELL COMMUNITY ARCHAEOLOGY GROUP
Other name the charity uses
Registered charitynumber 1163982
Charity’s principal address 34, Easthorpe,
Southwell,
Nottinghamshire,
NG25 0HY

Names of the charity trustees who manage the charity

1
2
3
4
5
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7
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10
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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)
JOHN LOCK CHAIR ANNUAL GENERAL MEETING
(AGM)
STEPHEN ROGERS SECRETARY AGM
AOIFE CLELAND AGM
JULIA DAVIES AGM
PETER KENT AGM
WILL BOWDEN VICE-PRESIDENT TRUSTEES
CHRISTOPHER
BROOKE		 VICE-PRESIDENT TRUSTEES

– 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 held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
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

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Charity Name No (if any) SOUTHWELL COMMUNITY ARCHAEOLOGY GROUP 1163982 Receipts and payments accounts CC16a

For the period Period start date Period end date To from 01/01/2024 31/12/2024

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
1 185
-
110
215
-
94
-
510
288
-
2 402
-
-
-
2 402
775
281
252
53
137
1 013
-
8
240
2 759
-
-
-
2 759
- 357
-
-
- 357		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
600
-
600
-
-
-
600
10
-
-
-
-
-
-
-
-
10
-
-
-
10
590
-
-
590		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
1 185
-
110
215
-
94
-
510
888
-
3 002
-
-
-
3 002
785
281
252
53
137
1 013
-
8
240
2 769
-
-
-
2 769

233		 Total funds
to the nearest £
1 185
-
110
215
-
94
-
510
888
-
3 002
-
-
-
3 002
785
281
252
53
137
1 013
-
8
240
2 769
-
-
-
2 769

233		 Last year
to the nearest £
MEMBERSHIP SUBSCRIPTIONS 1 185 1 146
FUNDARISING - 91
FEES FOR PRESENTING TALKS 110 140
ENTRANCE FEES TO PUBLIC
MEETINGS		 215 310
GIFT AID - 672
PUBLISHING INCOME 94 219
GROSS INCOME ON SAVING ACCOUNT -
YAC Monthly/Summer Sch 510 550
Grants & Donations 288
MISC INCOME 1 005
Sub total(Gross income for
AR)		 -
2 402 4 133
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
4 133
MANAGEMENT & GENERAL ADMIN 775 1 134
RENT 281 450
INSURANCE 252 252
SUBSCRIPTIONS 53 65
SPEAKER FEES 137 190
EQUIPMENT & MATERIALS 1 013 533
SUDWELL PRESS/PUBLISHING -
BANK CHARGES 8 4
YAC MONTHLY/SUMMER SCH 240 237
**Sub total ** 2 759 2 865
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
2 865
- 357 590 -
233		 1 268
- - - - -
- - - - 1 986
- 357 590 - 233 3 254

CCXX R1 accounts (SS)

1

Section B Statement of assets and liabilities at the end of the period Unrestricted fijnds to n•arwi£ R8stri¢ted lund# n￿r￿t £ Endowmenl fun C•t•gor0•8 Details 81 C•h fund• Cw 67271380 2.718 13• Total ¢uh fvnds 2.897 590 Unre•trlct•d lund• RMtrlct•d fund• to nMre•t£ Endowm•rtt fund• to n•ar••i £ D•tsll• B2 Oth•r mon•t•ry auots C￿1 lopOoMII Cumnt v•lu• Oetall$ 83 Inv￿trn•nt M•t• F￿0 tohkh Curr•ni Detalls 84 A•••t• rnt•ln•d lor th• charlty'• own u•• Fund to lch Amount du• Wh•n Ou• DètaTrl¥ 85 L1bIl￿O SvJne# by on¢ or ￿ tru$t8eJ on beha￿ ¢1 all the tru$lg9s o* of rov S•3natui Print Namo YEPH Fts4ÉF CCXX R2 acxounts Issi 1ty01r2025

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinerf5 Report Report lo tho trusleesl mombors of Iiu On accounts for the yoar •nd•d Charlty no (If any) 116g6tG7 S•t out on pag•• tn f4 sddttirtnol sh•ots1 I report to the trustees on my examination of the accounts of the above tharity (Ihe Trust-) for the year ended R•sponslbllltl•8 and As the chaty trustees of the Trust, you are responslble for the preparatlon ba$ls of report of the accounts in accordance the requirements of the Charili8s Act 2011 (Ihe Acr). I report In respect ol my examination of the Trust'8 aCc￿jnts carrled OLrt under $8ctlon 145 of the 2011 Act and in caffwng out my examinatlon, I have folk)wed the applicable Directions given by the Charity Commi381on und8r section 145151(b) of the Act. I have compk8ted my examination. I confim that no material matter8 have come to my attention {other than that disclosed balow ') in connection wlth the 8xamlnation which glves me cause to belleve that In. any material respect: accounting reo)rds not kept in acfordanca ￿ Sedon 130 of the Act or the accounts do not accord with the accounting record8 Indopondent •xamln•rfs statem•nl I have no concems and ha¥8 ts5nJ8 across no other matters in connection with the exaHfthation to lhliith attèntwjn should b8 drawn in order to enable a proper under8fanding of tho aÈoufits t e reached. ' Please ￿let0 thè in s il,they do not apply. Slgn•d: Dat•: Nam•: Relovant profe•8lonal quallflcatlon(s) or body (If any). Addro88: IER Octobor 2018

Section B Disc105ure Only complete rf the examlner needs to highlight matters of ￿nCern (see CC32, Inde￿ndent examination of charlty accounts: directions and guKlance for examiners). Glv• hor• brl•f detalls of any It•ms that tho examlnor wl•hoS to dlsclom. IER October 2018