2021-03-31-accounts

Objecti	v	es and	activitie	s
				SORP reference
				Para 1.17
Summary ofthe purposes of the charity as set out in its governing document					The purpose ofthe AMSR is to advance the education ofthe public in the fields ofthe history and significance of market and social research and the development ofthe market research
					industry in the UK primarily through the creation
					snd maintenance ofan archive ofrelevant
					material and associated activities.
				Para 1.17snd
Summary		ofthe main		1.19	The Archive for Market and Social Research is
activities		in relation to those			building a library and store ofmaterials, both
purposes		for the public			physical snd online relating to market and social
benefit,	in particular,		the		research in the UK.
activities,		projects or	services
identified		in the accounts.			The archive is building a collection ofsurvey
					results which reflect the changing habits and
					attitudes ofthe UK population over time. We
					intend these to be used to support the teaching
					of history, sociology, economics and business
					studies as well ss informing journalists and
					interested members ofthe public. The collection
					will include contemporary records and is intended
					to be a living archive that is continually updated.
					In addition the archive consists ofdocuments	and
					records forthose wishing to gain insight into the
					history, achievements, methods and activities	of
					the market and social research industry and
					profession. No such single central archive
					currently exists.
					The organisation does the following:
					i. maintains an online searchable archive,
					accessible over the internet, containing
					scanned documents ofsurvey results that
					reflect changing habits and attitudes for
					perusal by anyone with an interest in social
					history;
					ii. rescues and catalogues the historical records
					ofthe bodies involved in the develo ment	of

Summary	ofthe main	ofthe main	ofthe main		The charity has now been operating for five
achievements ofthe charity, identifying the difference the charity's work has made to the circumstances of its				Para 1.20	years. Despite the restrictions imposed by the COVID-19 pandemic we have continued to operate remotely. We have continued to build archive and attract users:	the
beneficiaries and			any wider		We have now collected over 750books and 6400
benefits to society as a whole.					documents which take up over 35metres ofshelf space at the History ofAdvertising Trust.
					Our online archive contains over 130,000
					searchable pages which are accessible at no
					cost to the user. In the last year we have added
					around 55,000 new pages.
					New additions to our collection include:
					~ A large collection ofglobal research reports,
					training material and reminiscences from
					people who worked in Research
					International. Now also part ofKantar.
					~ A collection of BBCaudience research
					reports that are not in the BBCarchives.
					~ Also, a collection of early Journals and
					conference papers from the Market
					Research Society, most ofwhich are not
					available online from any other source.
					~ Further reports and papers from Peter
					Cooper and CRAM, his company, doubling
					the number ofqualitative research reports	in
					the CRAM collection available online from
					500to 1100.They cover the years 1970to
					1979.We expect to be abls to add more in
					the future as time passes and we address
					concerns about commercial sensitivity. Peter
					Cooper was one ofthe leading figures in
					commercial qualitative research from 1969-
					2009
					~ Our latest acquisition is a collection of
					Research News the journal ofThe Research
					Society in Australia.
					We have rationalised our catalogue and are
					introducing a new index that will make it much
					easier for users who are not familiar with the
					contents ofour archive to find the information
					they are seeking.
					We have a set up small team of people who are
					able to assist academic researchers who are
					trying to find out ifwe have useful matedial on	a
					topic that they are researching.
					We continue to publish a quarterly newsletter	and
					bi-monthly news Updates. We are increasing
					awareness ofwhat the Archive contains b

				promoting Stories from the Archive on our	promoting Stories from the Archive on our	promoting Stories from the Archive on our
				website		and through social media using Linkedln
				and	Twitter and by speaking at relevant
				conferences and meetings where there may be
				potential		users.
Additional	information		(optional)
You ma	choose to include further statements			where relevant about:
Achievements objectives set		against	Para 1.41	Our objectives this year included: ~ Raising awareness among key target groups
					and	generating traffic to our website and
					online archive.
						We continued to use social media
						actively, gaining Twitter and Linkedln
						followers.
						We continued to add website stories
						linked to content in the archive.
						We engaged with academic social
						historians to understand their areas of
						interest and how they might use AMSR
						We published a Book to commemorate
						the 75'" anniversary ofthe founding of
						the Market Research Society. The book
						contained essays by key industry figures
						on aspects ofthe industry, referencing
						archive content.
						We continue to curate the archive by
						looking for and publicising historical
						material that resonates with current
						events.
						Presented at the virtual Market Research
						Society conference, gaining exposure to
						hundreds of industry professionals.
						Moved our annual supporter event
						online, publicising our work to supporters
						and potential supporters. The Event was
						held in March 2021, with key speakers
						including our President Denise Lievesley
						CBE,former Director ofthe UK Data
						Archive, Professor Claire Langhamer,
						Professor of Modern British History at
						the University ofSussex and Ben Page,
						Chief Executive of Ipsos MORI. The
						speakers showcased the importance of
						preserving recent historical material. The
						event was attended by c80 people and
						recordings ofthe speeches are available
						on our website
				~	Raising sufficient funds to ensure that our
					development momentum can be maintained.
						We met our target for donations for the
						year and received a substantial legacy
						from a trustee's estate.
				~	Search for relevant material for the archive
					with	an emphasis on its usefulness to social
					and	business historians and all other
					authors, research practitioners and users.
						In the last year, we have increased the
						number ofdocuments in the archive by
						30%and the number of pages available
						online by 70%
				~	Explore opportunities for developing the
					Archive's use for education and oumalism

Review ofthe charity's	Review ofthe charity's		Para 1.21	We received 630,013in donations and	We received 630,013in donations and	giR aid
financial position at the end ofthe period				and spent 626,319in operating costs. In addition we have received a legacy off50,000.
				We hold 2111,079 in reserves.
Statement explaining	the		Para 1.22	Significant items of expenditure	are for	storage
policy for holding reserves stating why they are held				space at the History ofAdvertising Trust, for which a 24 month notice period applies, and for the website and online archive. We would need
				12months' notice to ensure the	long term
				preservation ofthe material we	have collected if
				AMSR were to become insolvent.
				As stated earlier, we are considering how best to
				use the legacy to maintain sustainable		growth.
Amount ofreserves	held		Para 1.22	6111,079
Reasons for holding	zero		Para 1.22
reserves
Details offund materially		in	Para 1.24
deficit
Explanation ofany			Para 1.23
uncertainties about the
charity continuing as a going
concern

The charity's principal sources offunds (including	The charity's principal sources offunds (including	The charity's principal sources offunds (including	Para 1.47	The funds have been raised from both and individual donors, and gift aid has claimed where possible.	The funds have been raised from both and individual donors, and gift aid has claimed where possible.	The funds have been raised from both and individual donors, and gift aid has claimed where possible.	The funds have been raised from both and individual donors, and gift aid has claimed where possible.	The funds have been raised from both and individual donors, and gift aid has claimed where possible.	corporate been
any fundraising)				In addition,	we	received	a significant	legacy and
				we will be	encouraging		other supporters		to
				consider leaving s legacy to us.
Investment		policy and	Para 1.46
objectives	including any
social investment policy
adopted
A description		ofthe principal	Pars 1.46
risks facing		the charity
Other

Description ofcharity's
trusts:
Type ofgoverning document:	i'ara	1 25	Trust deed
for example, trust deed,
memorandum and articles oi
association etc
How is the charity	Para	1.25	CIO
constituted?
for example limited company,
unincorporated association,
CIO
Trustee selection methods including details ofany	Para	1.25	The founders ofthe organisation volunteered to serve as trustees	have and some	sit on
constitutional provisions e.g.			the executive committees.
election to post or name of			Additional trustees have been chosen for the
any person or body entitled			skills they bring to the organisation and are
to appoint one or more			elected for a three year term by a meeting		ofthe
trustees			trustees.
Additional information (optional)
You ma choose to include further statements			where relevant about:
Policies and procedures	Para	1.51	Ail trustees have received training responsibilities ofcharity trustees	in the and an
adopted for the induction and training oftrustees			induction pack that includes the constitution of AMBR, CC3, The Advancement of Education for the Public Benefit and CC20.
The charity's organisational structure and any wider network with which the charity works	Pere	1.51	The Charity is governed by the Board of Trustees. Activity is controlled by four key committees; Contents, Marketing, Finance and Governance. The Chair and Vice-chair ofeach of these committees are also Trustees and sit on an Executive Committee that meets monthly.
Relationship with any related	Para	1.51
parties
Other

Description ofthe assets
held in this capacity
Name and objects ofthe
charity on whose behalf	the
assets are held and how	this
falls within the custodian
charit 's ob'sets
Details ofarrangements	for
safe custody and
segregation ofsuch assets from the charit 's own assets

Names an	d addresses ofadv	isers (optional information)
Type of	Name	Address
adviser
Name of	chief executive or names ofsenior staff members		(optional	information)

					ul
					III0Z
					B VC8	Unrestricted	Restricted income	Endowment		Total this	Total last
					0	funds 8	funds 8	funds E		year	year f
Fixed assets						F01	F02	F03		F04	F05
Intangible	assets			(Note 15)	e01
Tangible assets				(Note 14)	802
Heritage assets				(Note 18)	603
Investments				(Note 17)	604
			Total fixed assets		805
Current	assets
Stocks				(Note 18)	805
Debtors				(Note 19)	807	3,589				3,589	9,490
Investments			(Note 17.4)		808
Gash at bank and		in hand (Note 24) Total current assets			809 810	1 9,914 13,				,9 4 3,5	48,298 57,788
Creditors:	amounts		falling due within
one year	(Note 20)				811	2,424				2,424	498
Nef current			assetsl(liabilltiesl		e12						57,290
Total assets less			current liabilities		619						57,290
Creditors:	amounts		falling due after
one year		(Note		20)	614
Provisions	for liabilities				815
Total net assets orliabilities					816	111,079				111,079	57,290
Funds ofthe Charity
Endowment	funds	(Note		27)	812
Restricted	income	funds		(Note 27)	615
Unrestricted	funds				819	111,079				111,079	57,290
Revaluation	reserve				820
				Total funds	821					11,7	57,290
Signed by one or lwo		trustees		on behalf of ail							Date of
the trustees						Signature			Print	Name	approval
											dd/mm/
								afveC	KlvasJ		I/6/B. l

Nots I Rema of pwparatlon
TICI454CIIwrmNNrldlwCSNplMdby	N II	fwsm
1.1Basis ofaocoungng
Theta eras nlsheve hoon prepsrw d	ths	hist	dc lconw								1			Ihs	Mwwgnirad
SMolhm valor ~ bwmlaralm tl4lat	lb gr4 tabvaht					hrmgg			la	rbll			ANNI trit,
me aceoums nave tenn	alan	ulth
Ihe malement	ofRecommended							pracaw				Awo		nllno		snd Rap raw by oh				da
nd nab' pmpedw Ih I 5 mth UK dR*p		cunt bll	In aownlan Nlth Iho fir land(FRO1021 w											R ed	clat Res rting alsrwanl 1st ly2014					sypacable
~ end Orth' Nls Fl n I lf4lwd (FRS	Rap 1021	ning Nl			4		nt	spplio			bls		In ths vnllml				Kingdom		and Repubac of
daahlh glwlgwASI2511.
Thesharay told 5 mall b near nalyssdednedby FRS 102.'
' Tldr cameo I
1.2 Going concern
Iflb n ~ msmmf n wlslnlhw mfaledlo		evenlt		srcondmww							mat caatalgnmcant							doubf on lhe chadlyh
Nlay la mwllwto Ss4g Ibg w ofrl, PIMSO Imwld							ma Iwluulrrtl						dttMS uf4lsf4 "Not						dpp(fw 4mb lf
sppmprfslsr
An evplansaon as lo those feol Ihd	pp n	INA
ma ccadlwM dml Illa thmgy magdoh
conwm.
Dlsclosuw sfany uncsnelnats that mare	Ihe	WA
gains ro mpt d blh I;
whsw s unts ew wt Im canal on a polng
nwmbesls pleas died selhi fa
togslherwhlhebsslso uhlchlh Ind
pnrpsred Ihs ecwunts ant the reason Shy the
~h rhfi *Iwpardad sag I g 4	c
1.2Chanps olaccounllnp policy
Th soaunts present s We and tetr visa	end Ihe accaunang							poacles adoplad aw								lhasa outlined In nota				( f.
ves'
Na' '-Tldr oc	p ld
fg ma nalwe sfme chenpa In accounlfnd pc4cy;
Pyd n SMy pplyhymonmvacco		nd ppoh'ey
pnmmsa mrmr miasma mrd wo MMurt I		wmnrltwr;
pNlfh mwlh Cdwmmewlb wwlln wlwwd
I Iha c rrwttps lod, Mch pmNPMSM	pawwNsd			mid
Nw mf(yu(pw amount orNw sguanwnr wawnd			t
p dods twfwe llrose pnawrled CAS RRN NN!NORp.
1.4Chanpes to accounting astlmalas
N alwdealamuwaNRMIMCS heveomunadInlhalapwggl54hul(A(NFR6102ggliPI,
vew No' '-T S pp	plw
ffg flw alllrct aflh4 cltatrgo tur lnctww	smt rupMss					r
ossot dlbbwN45 Arfma ctrNatrtp4fladt		artd
fgg Nh amtmICIICMIS, IIW CIISCIaftao	Clumw Al		aria			CV
SNmr IIAum porroda
I.arnot d tpd ry m
No materi I prl ryear arror have been idsnN4ed		n Ihe		reponlnh					pamcl			(241FRs 102SORpi,
Yss No' '-Tl kS CP	P I I
fg Ilta Mtwa ofllt pdwmmw rrnr'
pgfoteachprlorpedodpnssanladf lha		~w, tho
amount orms cowwron Nv tash acco nl Ilne Nam
mmww; RNI
(g(t Iha wrwrwt ofIhacarmsdw alum	«ptnalnp		sflbe
ewfhat pdor pwtwt lusts now rn N e ~	came.

Note 2	Note 2				Accounting policies
2.2 INCOME
This smndsrd			listofsccoun/ing poi/c/es hss been applied by the charily excepl forthose ticked 'No" or N/s". Where s
d/riisren/		oreddncns/		po//cy	hss been adopted then this is dele//ed in lhe box below.
Recognition			ofIncome		These ars induded in the Statement ofFinancial Activities (SoFA) when:
					~ the charity becomeS entitled lothe resources;
					itis more likely then not that the trustees will receive the resources; and	Yes	No	N/s
					~ the monetary value can be measured with sufllcient reliability.
					There has been no offsetting ofassets snd liabilities, or income and expenses, unless required	or Yes	No	N/a
Onsetting					Permitted by the FRS102SORP orFRS 102.
						Yea	No	hya
					Grants and donations are only included in the SoFA when the general income recognitlon
Grants	and donations				criteria are met (5.10to 5.12FRS102SORP).
					In the case of performance related grants, income must only be recognised to the extent	Yes	No	N/5
					that the charily has provided the specised goods or services as entitlement to the grant
					only occurs when the performance related conditions are met (5.15FRs 102soRF).
Legacies					Legacies are induded in the SOFA when receipt is probable, that is, when there has
					been grant ofprobate, the executors have established that there are sumcient assets in the estate and any conditions egached tothe legacy are either within the control ofthe charity or have been met.	IZZI
						Yes	No	Nra
Government			grants		The charity has received government grants in the reporting period
					Gltt Aid receivable is included in income when there ise valid declaration from the donor.
Tax reclaims			on		Any Gift Aid amount recovered on s donation ls considered tobe part ofthat gift and is	Yes	No	N/5
donations		and gine			treated as an addition tothe same fund as the initial donation unless the donor or the
					terms ofthe appeal have specltied otherwise.
Contractual performance			income and related		This is only included in the SoFAonce the charity has provided the related goods or services or met the peribrmance related conditions.	es	Ne	hya
grants
Donated		goods			Donated goods are measured at fair value (the amount for which the asset could be exchanged) unless impractical todo so.	Yes	No	N/a
					The cost ofsny stock ofgoods donated for distribution to beneficiaries is deemed to be
					ths fair value ofthose gifts atthe time oftheir receipt and they are recognised on mceipL
					In ihe reporting period in which the stocks are distributed, they are recognised as an
					expense at the carrying amount ofthe slacks at distribution.
					Donated goods for resale are measured atfair value on initial recognition, which is the
					expected proceeds from sale less the expected costs ofsale, and recognised In 'income
					from other trading amivltles' with the corresponding stock recognised in the balance
					sheet On ils sale the value ofstock is charged against 'Income from other trading activities' and the proceeds from sale are else recognised as 'Income from other trading auivitles(	czar
					Goods donated for onriioing use by the charity srs recognised ss Iangible fixed assets	Yes	No	Wa
					and included in the SoFAss incoming resources when receivable.
					Gifts in kind for use by the charltli are included in the SoFAas income from donations	Yes	hio	N/a
					when receivable.
Donated facilities	services and				Donated services and faolities are induded in the SOFA when received atthe value of tile gift tothe charity provided the value ofthe gift can be measured reliably. Donated services and fecllwes that ere consumed immediately are recognised as Income	Yes No N/a CZZZ Yea No N/a
					with an equivalent amount recognised as an expense under the appropriate heading In
					the SOFA.
Support	costs				The charity has incurred expenditure on support costs.
Volunuwr		help			The value ofeny voluntary help received is nol included in the accounts but is described in the trustees' annual report.
Income from			interest,		This is thudded in the accounis when receipt is probable and the amount receivable can
royalties	and		dividends		be measured reliably.
Income from			membership		Membership subscripgons received in the nature ofa gift are recognised in Donations	ea	NO	N/s
subscriptions					and Legades.
					Membership subscriptions which gives a member the right to buy services or other
					benetlts are mcognlsed as income earned from Ihe provision of goods and serv/ces as
					income from charitable activities.

Setgshwht claims	Setgshwht claims	ofIhsurahcs	Insurance clelmc are only included in the SoFA when the general income~n crhe is are mat (510to512FRS102soRp) and ere included as an item ofoffier income ln the SOFA.	Insurance clelmc are only included in the SoFA when the general income~n crhe is are mat (510to512FRS102soRp) and ere included as an item ofoffier income ln the SOFA.
Investment		gains and	This Includes any realised or unreelised gains orlosses on the sale cflnvestmenw	snd
losses			any gain or loss nwulting fmm revaluing investments to market value el Ihe end ofthe
			year.
2.3 EXPENDITURE			AND LIABILITIES
Llebfflty recognltlon			LiabiliTies are recognised where it is more likely than not that there isa legal or
			constructive obligation committing the charity to pay out resources and the amount	ofthe
			obligation can be measured with reasonable certainty.
Governance costs		and support	Suppo/I costs have been affcceled between governance cosh end other supp/uk Govermlnce costs comprkw 80casts Irwolving public accounlabiliiy ofthe chafily and its compffence wffh regulaffon and good pre/slee.
conditions Grahbi wltli		perforrrishcs	Support cosh include central functions and have been allocated to ectivity cost categories on a basis consistent with the use ofresources, eg allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage. Where the charily gives a grant with corldffkes for ffs payment being aspaciffc level of service oroutput to be provided, such gmrits are only recognised in the SoFA once the rerfplent ofths grant has provided the speciTwd service or output.			PZ?
Grants payable without performance conditions			Where there are no conditions attaching toths grant that enables the donor chaniy reaffstlcaffy avoid the commitment, a ffabffity for the full funding obligation must be recognised.	to
Redundaricy		cost	The charily made no redundancy payments during the reporting period.			Yes	No	N/a
Deferred Income			No material item ofdeferred income has been included in the accounls,			Yes	No	N/8
Cmditnm			The charity has creditors which are measumd at sstffement amounts less any tmde			es	Ifo	are
			flacon/its
Pmvlsions	for ffabffltles		A liabiffty is measured on recognitlon at its historical cost and then subsequently measured at the best estimate ofthe amount required to setffe the obligation at the			Yes	No	Iga
			rapo/ling data
Geste financial Instruments			The charity accounts for basic financial instrumerffs on initial recognition as per paragraph 10.7 FRS102SGRP. Subsequent measurement isas per paragraphs 11.17 to 11.19,FRS102SORP.			Yes	No	N/8
2v4 ASSETS
Tangible Sxed assets for			These ere capitalised ifthey can be used for more glen one year, and cost at least		~1000
uss by charity
			They are valued at cost.			Yes	No	N/a
			The depreciation rates and methods used sre disdosed in note 9.2.
Intangible	fixed assets		The charity has intangible fixed assets, that Is, non-monetary assam that do not have			Yes	No	N/8
			physical substance but are identiffeble and ere coritroffed by the chsriiy through custody
			or legal rights. The amorffsetion rates and methods used are disclosed in note 9.5				v'
			They are valued at cost.
Heritage assets			The charity has heritag assels, that is, non-monetary assets with historic, artistic,
			scientific, technological, geophysical or environmental quaffties 51stare held and
			maintained principally for their contribution to knowledge and culture. The depreciaffon
			rates and methods used as disclosed in note 9.5.1.4.
						Yes	Nn	I(/8
			They are valued at cost.
Investments			Fixed asset investments in quoted shares, traded bonds and similar investmenls are
			valued at initlaffy etcost snd subsequently at fair value (their market value) at the year			Yes	No	N/8
			end. The same treatment is applied to unlisted investments unless fair value cannot	be
			measured reliably in which case it is measured atcost less impairment.
			Investmenis held for resale or pending their sale and cash and cash equivalents with	a		Y88	No	N/a
			maturity date ofless than I year are treated as current asset investments
Stocks end	work in		Stocks held for sate as part ofnon-chariffsble trade are measured at the lower orcost or net			YSS	No	N/5
progfess			realisable value.
			Goods or services provided as part ofs charitable activity are measured at net realisable		value	ee	No	N/5
			based on the service potential provided by Items ofslock.
						es	No	N/a
			Work in progress is valued atcost less eny foreseeable loss that ls ffkely tooccur on	the contract
Debtors			Debtors (including trade debtors and loans receivable) are measured on iniTisl recognibon at sefflement amount after any trade discounts or amount advanced by the charity. Subsequently			Yes	No	N/8
			they are measured at the cash or other consideration expected to be received.

Current asset Investments	The charity equivalents	has has invsstmenls with s maturity date	which it holds for resale or Pending their sale and cash and cash less than one year. These Indude cash on deposit and cash	which it holds for resale or Pending their sale and cash and cash less than one year. These Indude cash on deposit and cash	which it holds for resale or Pending their sale and cash and cash less than one year. These Indude cash on deposit and cash	which it holds for resale or Pending their sale and cash and cash less than one year. These Indude cash on deposit and cash	Tes	c
	equivalents meet short	with a maturity dale ofless term cash commitments as		then one year held for investment they fall due.	purposes	rather then to
							Yes	No	Nla
	They are valued at fair value except where they qualdy as basic financial				instruments.
POLICIES ADOPTED
ADDITIONAL TO OR
DIFFERENT FROM
THOSE ABOVE

Note 3			Analysis of	Analysis of	Analysis of	Analysis of	Income	Income
											nvslrl	S4
										Unwvlrlvlvc	Income		aneswmvnl
										I ndv	funds		mnss	rslslrunse		prlsryear
														8		h
Donations	Donations		and	ilts						26394				2	394	29176
and legacies:	Gift Aid									3819				3	619	3	490
	Le acies									49988				49	988
	General grants provided						by govemmsntiolher
	chsritiss
	Membership		subscriplions					snd sponsorships
	which are in substance					donations
	Donated	code		facglies			and services
	Omar
									Total	80,001				80,001		32,666
Charitable
sctlvmes:
	Other
Other tmdin8
sctlvtges:
	Other
Income from	Interest income									107					107
Investmenla:	Dividend	income
	Rental and		lesdrn		income
	Other
									Total	107					107		278
gepsrate
material Bem
ofIncome:
									Total
	Conversion		ofendowment					funds into income
	Gain on disposal			ofa tangible fixed asset held
	forcharil	sownuse
	Gain on disposal			ofa programme					related
	Inveslrnerlt
	Royalties	from ths exploitation ofintefectuel
	ro		hts
	Other
									Total
TOTAL INCOME										80109				80108		32	942
Other Informadon:
Ae income in Ihe prlor year wss unmstrlsled								sxsspt for.
ipleess provide	descrlpeon		snd amounts)
Wham any endowment fund			ls converted			Into Income In dle
rspordng period,	please give lhe reason for							Ihe convemion.
wahln Ihs Income hams above the fogowlng								items	am
material: (please	disclose	Ihe nature,			amount and eny prior
year amounts i

							This year	Last year
				Descrl	on			t:
Government	grant 1
Government	grant 2
Government	grant 3
Other
						Total
Please provide details		ofany
unfulfilled conditions		and other
contingencies attaching			togrants
that have been recognised in income.
Please give	details of	other forms of
government	assistance		horn which
the chari ty	has dire cUy		benefited.

Note 5	Donated goods, facilities and services
		This year	Last year
		L
Seconded staff
Use of properly
Other
Please provide details	ofthe
accounting policy for	the recognition
and valuation ofdonated goods,
facilities and services.
Please provide details	ofany
unfulfilled conditions	and other
contingencies attaching to resources
from donated goods and services not
recognised in Income.
Please give details of	other forms of
other donated goods and services not
recognised in the accounts, eg
contribution ofunpaid	volunteers.

Note 6				Analysis ofexpenditure
								Restdsted
							Unreeoietsd	insome	Endowment
							funds	funds	funds	Toter funds	Prior veer
				Ana is							K
Expenditure		on	raising	Incurred seeking donations
funds:				Incurred seeking legacies
				Incurred seeking grants
				Operating membership schemes		and
				social lotteries
				Staging fundraising events			38			38	1	599
				Fudraising agents
				Operating charity shops
				Operating s trading company
				undertaking non-charitable trading
				activit
				Advertising, marketing, direct	mail	and
							11879			11879	11	028
				Start up costs incurred in generating
				new source offuture income
				Database development costs
				Other trading activities
				Investment management costs:
				Porffolio mana ament costs
				Cost of obtaining investment	advice
				Investment administration costs
				Intellectual property licencing	costs
				Rent collection, property repairs and
				maintenance charges
				Total expenditure on raising	funds		11,917			11,917	12,627
Expenditure		on		Storage ofarchive. materiai at History
charitable	activities			ofAdvertising Trust			4,878			4878	4	183
				Annual fee for OCLC online archive			3110			3 110	2,165
				E-book production costs			1 162			1 162	2,641
				Scanning of collection material						422
				Sundry expenses for database
				mana arne t urers etc			294				2	548
				Total expenditure on charitable activities			9,866			9866	11	537
Separate material			item
ofexpense
Other
				Administration su ort minute takin			4037			4037	3	633
				De reciation
				Inde ndent examination ofaccounts			498			498		498
				Totaf other expenditure			4,535			4,535	4,131
TOTAL EXPENDITURE
							26,319			26319	23295

Activity	Activity	or	programme
							Grant
				Activities	undertaken	directly	funding of	Support Costs	Total this year	Total prior year
							activities
Activity	1
Aciivi	2
Other
Total

Please explai	n the	nature ofeach	extraordinary item	occurringin the	period.
					This year	Last year
			Desert	lon
Extraordinary	item	1
Extraordinary	Item	2
Extraordinary	Item	3
Extraordinary	Item	4
Total extrordinary		items

			Amount	received	Amount	paid out	Balance held at	eriod end
Descriptioniname	ofparty	Related
		party (Yes	This year	Last year	This year	Last year	This year	Last year
		or Nol

Descriptionlname	ofparty		Balance	held	at	ried end
						Last year
		Total

												Basis of
Support	cost	Raising	funds	Activity	1	Activity	2	Activity	3	Grand	total	allocation escr s
(exam	les)											method)
Governance
Other
Total

							This year	Last year
Independent examiner's		fees
							498	498
Assurance services	other than audit or independent			examination
Tax advisory fees
Other fees (for example:		financial	advice, consultancy,		accountancy	services) paid
to the independent	examiner

13.1 A	nal	ysis	ofgrants paid (i	ncluded in cost ofcharitab	le activities)
				rants to	rants to
		Analysis		institutions	individuals	Support costs	Total
Activity	or	project	1
Activi	or	ro'ect	2
Activit	or	ro'ect3
Activi	or	ro'ect	4
			Total

13.2Grants made to instltugone
My charity has made grants toparticular insdtudons that are matertal in the context ofhe grantmaking. Details ofthe Institution supported, purpose ofthe grant and total paid to each Institution is available on the charity's web site.	Yes No	Please provide details ofcharity's IIRL Provide details below
Names ofinstitution Purpose		Total amount of rants old 2

Note 14			Tangible	Tangible	Tangible	tlxed	tlxed	tlxed	assets	assets
Please complete Ibis nels Ifthe					chedbl has any tangible lixed assets
14.1Coat or valuation
	Fmehold			land		Olher			land h		Plant,		Plmume,		Total
		&buadlngs					buildings				machineryand		tlnlngs	end
											malar vehicles		equipment
At the beginning of														333	333
the year
Additions
Revaluations
Oisnosals
Transfers *
At end ofthe year														333	333
14.2Oepreclagon and		impeirmenta
Basis			SLor RB				SL	or RB			SLor RB		SL		SL	Straight Line ("SL")or
																Reducing
																Balance
																('RB")
													33.33yr		33.33%
At beginning ofIhe														333	333
year
Oispossla
Oepreclatlon
Impairment
Transfers*
At end ofthe year														333	333
14.3Net book value
Net book value at the
beginning cfthe year
Net book value atthe
end ofthe year
14.4 Impairment
Please pmvi de a descdplian ofIhe						evenS			and
clmumslances mal	led	lo the mcagnglon						ar
revemsl ofan fmpalrmenl			lese
14.5 Revaluation
gun accounting pogcy		ofrevaluadon Ieadopted,									e	vfda
the eplacdve date ofths			mvaluetfon
ihe name offndependent			valuer		ifeppgcsble
Ihe mefhods appged and aignltlcant
sssumpgons
the eanying amount that would					have been
rscagnlired had the	assets been				carried under
the costmodel.
14.4 Other disclosures
(r) Please stale the	smountofbonowlng							costs,
ifany, caplisused in	the conslruedon					oftangible
Nxed assets and the	cspliagsalion				rale		used.
(NJ Please pmvide	me	amaunl		afconlmctuai
commxmenls far me scnuiegion					oftangible
lixed assets.
(IN) pelage ofIhe exislence and					eanylng
amounts ofpmperty,	plant and			eeuipmenl					lu
which the charity has reslrtcted				IINe		or	that		sm
pledged as eecurtly	for	liabilities.
The 'lrsnsl'srs" row	rs lsr		mcvemenls			between				fared	asser calegcdes.

Note 14		Tangible	Tangible	fixed	fixed	assets
please compleie this note iffhe ehmgy hes sny tangible lwad assets
14.1Cost or valuation
Freehold land				Otberlend a			Fiant,		Fixtures,		Total
	hbundrngs				buildlniis		machinery	and	linings	and
							motor		equlpmsnt
							vehicles
AIIbe beginning of										333	333
Ihe year
Addtions
Revaluabons
Dispcsels Transfers '
At and ofIhe year										333	333
14.2Depreciation snd	Impalrmenls
Basis		SLor RB			SLorRB		SLor RB		SL		SL	Straight Line
												("SL"Ior
												Reducing
												Balance
												('RUF)
									33.33%		33.33%
At beginning ofthe
troat
Disposals
Depredation										333	333
Impairment
Transfers'
At end ofthe year										333	333
14.3 Net book value
Net book value atthe
beginning ofthe year
Nei book value elthe
end ofihe year
14.4 Impairment
Pfesse provide edesarlptlon ofths evwrls						snd
elrcumslsnees that led	lofhe recognhibn or
nwersel ofen Impalrmsnl		loan
14.5 Revaluation
Ifen accoundng pogcy	afnweluation			isadopted,
the egeeNve dais ofths		nn aluetlon
tbe name ofindependent		valuer, Ifappdcame
the methods eppged and algnMcanf
assumptions
Ihe canying amount fhet would have been
mcognlsad hed fhe asssfa been cenfed under
the costmodel.
14.3 Other disclosures
pf please state the emountofbonowing					seats,
Ifany, cepheus ed In the cunsfnrcNon				offenglme
Nxed assets and the capltenssNan			rate		«sed.
pg please pmvide the	amount ot		contractual
eommhments Serme acquisition of«rngiMe
Need asselv.
(NI) DafeNs ofthe existence and cenylng
errreurrte ofpreperllr, plant orrd Iulvlprrwrrt						hr
which fbe ehsthy Iles nmnfclsd trna				or	that	me
pledged eesecurity far	liabNMes.

		Research	fk	Patents and	Other	Total
		development		trademarks
At beginning	ofthe
year
Additions
Disposals
Revaluations
Transfers *
At end ofthe	year

15.2 Amo	rtis	at	ion and	impairments
			**Basis	SLor RB	SLor RB	SLor RB	SLor RB	Straight	Line
								("SL")or
								Reducing
								Balance
								("RB")
At beginning		ofthe
year
Disposals
Amortisation
Impairment
Transfers*
At end ofyear
15.3 Net book			value
Nat book value			at the
beginning	of	the year
Net book value			at the
end ofthe	year

					Heritage asset	Heritage asset	Heritage asset	Heritage asset	Total
					1	2	2	4
At beginning		ofthe	year
Additions
Disposels
Revaluations
Transfers	*
At end of	the	year
16.3Depreciation			and	impsirments
				Seals

Straight Line
("SL")or
Reduang
Salanos

At beginning ofthe year
Dispossls
Depreciation
Impairment
Transfers*
At end ofyear
16.4Nst book value
Nst book value at the beginning	ofthe
feel
Net book value at the end ofthe	year

16.7Analysis ofheritage assets	16.7Analysis ofheritage assets	16.7Analysis ofheritage assets	16.7Analysis ofheritage assets	16.7Analysis ofheritage assets	by class or group distinguishing	by class or group distinguishing	those atcost	and those et	valuation
								Atvalueacn	At cost Group
								Group A	0
Denying amount	at the beginning			ofthe
penod
Additions
Disposals
Depreciation/impairment
Revaluation
Carrying amount	at the snd		ofpenod
16.0Heritage assets		(where heritage assets am not recoignised					on the balance	sheet)
(I) Explain the reason why heritage
assets have not	been	recognised			on
the balance sheet.
(ii) Describe the significance				and
nature of heritage assets.
(ill) Disclose information			that	is
helpful In assessing		the value		of
heritage assets.
(iv) Explain the	reason why It			ls	not
practicebls to obtain		a valuation			of
heritage assets.
16.9Five year summary ol			heritage assets transactions
					2016	2014	2012	2012	2011
Purchases
Group A
Group B
Group C
Other
Donations
Group A
Group B
Group C
Other
Total additions
Charge for impairment
Group A
Group 8
Group C
Other
Total charge for	impairment
Dieposals
Group A - carrying	amount
Group B - carrying	amount
Group C
Other
Total disposals

17.1 Fixed assets Investments		(please provide	(please provide	for each class of investment)	for each class of investment)	for each class of investment)
		Cash acash equivalents		Listed Invesunente	Imestment crceemes	Social Investments	Other	Total
Carrying (fair) value st beginning	of
pened
Add: additions to inveslmantc during
period*
Leam Cisposals al carrying value
Lees: Impalnnents
Add: Reversal ofImpalrmenls
Add/(deduct): transfer in/(cul) in	the
period
Add/(deduct): net gain/(loss) on
ravsluatiorl
Carrying (lair) value st end clyear
*Please specify additions resu hing from
acqulsldons through business	combinations, If
any.
please nore met Fair value iedlis		context isfha amounf for whlbh an must				could be exchanged beluesn
knouriegahie end wkgng parries	ln	an arm's	leugm	Cunsacdcn.	Fortraded aecudtles,		fhe ihlr value ls Ihe value
offhe securffy quoted on fhe London slack			Exclmnge Desy ofsckri Usr orequlvalenf.				Forother eesels where
fhenr lsno msdmt pries on afmded marker,			itisfhe trustees'ar		velverc'best	ssrlmale	offair value.

1'7.4 Please provide a breakdown ofcurrent	1'7.4 Please provide a breakdown ofcurrent	1'7.4 Please provide a breakdown ofcurrent	asset investments,	ifapplicable,	agreeing	with the
balance sheet.
Analirala ofcUleeetasset				This year		Laalyear
investments
Cash orcash equivalents
Listed Investments
Inveslment properdes
Social Investments
Other Inveshnents
Total
17.5Gusmntees
Please provide detags snd amount ofany
guarantee made to or on behalf ofathlnl	party
Name ofthe snthy or entities benegtdng	hom
those guarantees
please explain how the guarantee furthers		the
charity's alms
17.6Concesaionary loans
				Dane dptfon		This year a	Last year C
Amount ofconceaaionaqr loans made imoldpht
inane made may he dlacloa acfin ad pmpete pmvhfed
fltai anch eppmpef ion does nol olmvre akrndlcanl
fnmrmallan f.
			Total
Amount ofconcesslonary loans received				Oescdpfmn		Thlayeare	Leal year g
Pmltfpb loans received may he diacloaed In
apprepete provided thar aacir epprepalhm deca not
ohaere el an itic ant fninrme trent.
			yotsl
Terms snd condigons eg Interest rata, secumy
provided
Value ofany concesslonary loans which	have
been commhted but not taken up st Ihe reporgng
date
Amounts payable within 1year
Amounts payable alter more than 1year
Amounts receivable wbhln Iyear
Amounls mcslvable ager more than 1year
17.7 Additional Information
Please provide Information about the
slgnglcanca ofInveatmenls tothe chargy's
gnancial position or performance eg.tenne and
conditions ofloans orthe uee ofhedging	to
menses gnanclel risk.
For ag Inveshnenle measured stfair value,		Ihe
basis for determining the value, Including		any
assumptions applied when using evsluagon
technique.
Where a charity has provided gnanclel assets as
a form ofsecurity, the csnylng amount ofthe
financial asset pledged sa aecumy and the tenne
snd condulons relatlrtg lo its pledge.

18.1 Please state the carrying activities.	amount ofsto	ck and work in	progress ana	lysed betwe	en
		Stock	Donated	goods
					Work In
	For	For resale	For	For resale	progress
	distribution		distribution
Charitable activities:
Opening
Added in period
Expensed In period
Impaired
Closing
Other trading activities:
Opening
Added in period
Expensed In period
Impaired
Closing
Other:
Opening
Added in period
Expensed ln period
Impaired
Closing
Total this year
Total pmvious year

Trade debtors
Prepayments	and accrued income
Other debtors	-Gift aid
		Total

This	year	Last	year
	2,400		6,000
	1,189		3,490

19.2 Analysi	s ofdebtors recoverable In more than 1	year (included in debtors a	bove)
			This year	Last year
			6	9
Trade debtors
Prepayments	and accrued income
Other debtors
		Total

Accruals for grants	payable
Bank loans and overdrafts
Trade creditors
Payments received	on account for contracts or
performance-related	grants
Accruals and deferred income
Taxation and social	security
Other creditors

Amounts	falling due	Amounts	falling due after	falling due after
within	one year	more	than	one year
This year K	Last year 0	This year 0		Last year f
1,926	604
498	498

						$&~ 0.e IO S E P	$&~ 0.e IO S E P	$&~ 0.e IO S E P	W	C. r		Ol CI T T
							Ce	e
			0		e	e 8		f	ill
								IA
								m
								I
			g		IO							OI
			0		e e0			'0			I	IO IO W
			.00 Ol		'0			OlE0 0S	W	IO Cl o CO	I	IO CI
					C
			L		0					CI Ol W		CI
		e Q.	e ol			C Pp IO 0 0			W	IIO		Io
		ol
			.o
		0	0.
			Ol									IL
		I-Z IU					S0					lO0 I
		CL' 0	e C		a Ce					IO
										4
		m	C
					0e					IO
	e'0 C Ll5	C Ee e E e e e ~ c	m '0 +e 08 C Io .e ~e 'C CI eC 8 e 8 0 0 ~e e ~e e)o 0 P		4 L	IU IU~ K Ol 0 CLg I-				0e'0 2 CC I-0
	O
			e						IO	'0 C	tll
e	CVe0R	e Ol	ol e 0 e IL 4h		e				S DL IL	V eCeG	C Le 0

									R
							0			Ol
										IO
						g 8e
		e t				C 0 0	g )	W
							e
		'8
								W
		«5
							I
		80					8		Cb IO
							0 WI		CI W CI	CC CC
		I
		'll
		Cll					ESW
				'8			C
	'it			E00 ,C '0		mo Iz C 0 P		w
										0
										II
	IC IL	g
									0
		,C	0						CI 'Cl 0Y
		'$4) ,04							0
	C0	08 0	0			~ IL 0. g 0
	C 0	e $0 0		LI
8 Z	,0 'e CI	'e $ 4 '0 so L 0 h g o		III	C			0C'0C IL	'0 C

			Reason	for	transfer	and	where	endowment	is converted to income,	Amount
						legal	power	for its conversion
Between	unrestricted	and
restricted	funds
Between	endowment	and
restricted	funds
Between	endowment	and
unrestricted funds

27.4	Desi nated funds
	Planned use	Purpose ofthe desi	nation	Amount