ALDBOURNE COMMUNITY HERITAGE GROUP CIO Exploring the Village Story
Aldbourne Community Heritage Group CIO (A Charitable Incorporated Organisation)
Report and Financial Statements For the year ended 31[st] December 2022
Charity Number 1186866
ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
Aldbourne Community Heritage Group CIO
Report of the Trustees for the year ended 31[st] December 2022
The Trustees present their report and financial statement for the year 1[st] January to 31[st] December 2022.
Reference and Administrative Information
Charity Name: Aldbourne Community Heritage Group CIO Status: Charitable Incorporated Organisation Charity Registration Number: 1186866 Registered Office and Aldbourne Heritage Centre, The Square, Aldbourne, operational address: Marlborough, Wiltshire, SN8 2DU
Trustees
Mr T Gilligan President & Chair Mr A Heasman Secretary Mr J Dymond Treasurer Ms C Rust Mrs E Dymond Mr G Dixon Mrs J Hunt Ms J Lambourn
Bankers : Barclays Bank UK plc, Newbury Branch
Registered Charity No. 1186866
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ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
Our Aims and Objectives
Purposes and Aims
The purpose of the Aldbourne Community Heritage Group [ACHG] are set out in the organisation’s constitution and is namely:
- To advance education for the public good by the promotion of knowledge and interest in the heritage of the village and parish of Aldbourne and by the establishment and maintenance of a museum to preserve and display that heritage.
As also stated in our constitution, we seek to advance that aim in the following ways:
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a. providing a forum for those interested in the history of Aldbourne village and parish and history in general;
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b. promoting the conservation of the historical heritage of the area;
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c. promoting research, discussion, field studies, talks, publications, exhibitions, and other activities relating to local history and to further the education of the public of all ages in these aspects;
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d. occupying a suitable building in Aldbourne as a permanent museum in order to display our local heritage and promote interest to all ages;
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e. accepting, taking permanent ownership of, and displaying written records, artefacts and other items donated to or purchased by the Group in accordance with the ACHG collection and acquisitions policies, and at the discretion of the trustees;
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f. accepting, keeping and displaying written records, artefacts and other items loaned to the Group in accordance with the ACHG collection and acquisitions policies, and at the discretion of the trustees;
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g. gathering together from any source available including the internet and making public by archive or display the story of the village and parish of Aldbourne;
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h. involving other local organisations as much as possible particularly youth organisations and school;
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i. engaging in any other activity which furthers the core object of the ACHG providing it complies with both the requirements of this constitution and the regulations of the Charity Commission.
Delivering our aims
For the first time since 2019 we have been able to open our Heritage Centre every weekend throughout our planned season (April to September) and to return to a full program of live monthly talks. These live talks are now also simultaneously broadcast via Zoom; originally for vulnerable members of our community, but increasingly for members and others scattered around the country and overseas.
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ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
Response to our reopening the centre has been good with visitor numbers coming close to matching the record figures of 2019. The relaxation of travel restrictions meant that our association with the National Museum of World War 2 in New Orleans was resumed and we hosted several coach parties of visitors from them during the year.
Once again we hosted a Dr Who convention, and we have been able to resume our work with the village school.
The transcription of old documents has continued and many have been published on our website. This work also provides much new information to be included in future talks and heritage centre displays. The major scanning operation to digitise 150 years’ worth of parish magazines and other village newspapers was completed successfully
How we deliver public benefit
Monthly talks
We continued to provide benefit to our community with a full season of talks on the history and traditions of the village. Subjects presented were: Aldbourne Racing Stables; Manorial Disputes; 19[th] century transport; the writer Ida Gandy; Aldbourne Rectory; WW2 in Aldbourne; Village Music; the Goddard family; Funeral Traditions; Old Houses and the “Awborne Gospels”.
We also distribute regular newsletters to our membership and other interested parties.
Heritage Centre
Our Heritage Centre opened for a full season in 2022, and was enjoyed by 1,762 visitors, very close to our 2019 record, who gave us donations of over £850 which is our highest figure ever.
Pent up demand after two years without American visitors led to nine coach loads of American visitors following the famous “Band of Brothers” on tours organised by the National Museum of World War 2 in New Orleans, several coaches from another American operator. We welcomed another weekend meeting of Dr Who fans who are drawn to the village by its association with one of the early series of the show.
We continued to receive and answer significant numbers of family history enquiries by email from around the world.
Online Presence
We have continued to keep our website up-to-date with regular additions, particularly transcriptions and translations of documents and stories relevant to the village from as far back as the 15[th] century.
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ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
We also post photos on our Facebook daily, and these are much appreciated by over 600 followers from around the world. As a result of this ongoing connection with our followers around the world, we often receive new information and even new lines for research.
Outreach
We returned to work with the village primary school to make National Curriculum themes more relevant to the children by using local assets and historical events. This year while the children studied the Great Fire of London, we toured the village telling them of the two great 18[th] century fires which came close to destroying the village. We also led a walk talking about how the uses of many old buildings had changed.
For a second year during the archaeological excavations on the site of the camp of an important unit of American paratroopers during World War 2, every pupil from St Michael’s School visited the site to learn about the work and the men who trained in the village 79 years before.
These regular sessions enhance the richness of the education our local children receive and contribute to the school’s continuing “Outstanding” Ofsted rating.
Financial Review
A return to normal operations resulted in our financial situation being less dependant on Covid grant income than in the previous two years. Membership remained well over one hundred meaning our subscription income returned to normal level, as did income from our guided tours of American visitors. A record income from the Heritage Centre donations box was augmented by three very generous bequests. Our healthy income has allowed us to make a number of very significant purchases to enhance our permanent collection. The end of the year sees us in a continuing healthy financial position.
Grant Income
We received two final installments of Covid grant from the government (via Wiltshire Council). We expect no more.
Reserves Policy
Even as an unincorporated body we strove to ensure that we had available reserves amounting to a full year’s running costs. The boost to our finances due to Covid grants over the past two years has meant that our cash position stands at something close to three years’ costs. A significant capital expenditure is planned for 2023 however which will result in a lower reserve – but still well in excess of our one year policy.
Plans for Future Periods
Registered Charity No. 1186866
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ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
We plan to continue serving our community in the ways laid out in our Aims above. In addition to the work we have done in past years, we also hope to be able to visit the Nursing Home for discussions and “nostalgia sessions”. We hope to foster closer relations with the second American tour company that visit the village home of the “Band of Brothers” and that this will help bolster our finances.
Structure Governance and Management
Governing Document
We are an Association organisation with a membership of about 100 (drawn from a village of about 1,800 souls) and are governed by our Constitution which is lodged with the Charity Commission.
Premises
Our only premises is our one-room Heritage Centre and loft which we rent from the Parish Council for a peppercorn rent of £12 per year. Our current lease runs on these terms until 2036.
Recruitment, Appointment and Induction of Trustees
Our constitution allows for twelve trustees on our governing body, but at present we only have eight. The recruitment of new trustees is an on-going problem. We are keen to bring a younger demographic into the body of Trustees, but people of working age have little free time to devote to projects and we compete against a plethora of village bodies and interests.
No new trustees have joined the body during 2020. We do, however, have full procedure and documents in place to take any new recruit through their induction and training.
Organisational Structure
We are a small group, so the disciplines of governance and management are both handled by the Board of Trustees (normally referred to as “the committee”). In addition to the three officers named above – Chair, Secretary and Treasurer – we have also appointed one trustee as Curator who is nominally responsible for management functions. But again as a small organisation all responsibilities tend to be shared.
Signed
Mr J Dymond (Trustee)
Registered Charity No. 1186866
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ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
Accounts for the Year 1[st] January 2022 to 31[st] December 2022.
The organisation maintains an Acquisition Fund for the purchase of objects for the collection which is reflected in the Restricted Funds below. This fund receives an agreed transfer from unrestricted funds at the start of each financial year and benefits further from donations and bequests which specify such use.
Income and Expenditure
| Income and Expenditure | ||||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unre- stricted |
Restricted | Total £ 5 £ 997 £ 1,907 £ 203 £ 1,583 £ 3,167 £ 1,378 £ 0 £ 241 £ 9,481 £ 0 £ 9,481 |
Last Year | ||
| Bank Interest | £ 5 |
£ 5 |
£ 1 |
|||
| Donations: GeneralNote 1 | £ 997 |
£ 997 |
£ 408 |
|||
| Donations: Acq’n FundNote 2 | £ 1,907 | £ 1,907 |
£ 130 |
|||
| Events & Meetings | £ 203 |
£ 203 |
£ 61 |
|||
| Village Tour FeesNote 3 | £ 1,583 |
£ 1,583 |
£ 200 |
|||
| GrantsNote 4 | £ 3,167 |
£ 3,167 |
£ 10,096 | |||
| MembershipSubs | £ 1,378 |
£ 1,378 |
£ 1,188 | |||
| Miscellaneous Income | £ 0 |
£ 0 |
£ 0 |
|||
| Sales | £ 241 |
£ 241 |
£ 111 |
|||
| Sub total A2 Asset & Investment Sales Total receipts |
£ 7,574 |
£ 1,907 | £ 9,481 | £ 12,395 | ||
| £ - |
£ - |
£ 0 |
£ 0 |
|||
| £ 7,574 |
£ 1,907 | £ 9,481 | £ 12,395 |
| A3 Payments | Unre- stricted |
Rest- ricted |
Total | Last Year | ||
|---|---|---|---|---|---|---|
| Returned Grant | £ 0 £ 54 £ 3,679 £ 2,826 £ 764 £ 1,174 £ 8,497 £ 1,301 £ 9,798 (£ 317) £ 0 |
£ 4,877 | ||||
| Fees Subs etcNote 5 | £ 54 |
£ 44 |
||||
| Centre Costs | £ 3,679 |
£ 2,355 | ||||
| Collection | £ 2,584 |
£ 242 | £ 192 |
|||
| Event & MtgCosts | £ 764 |
£ 435 |
||||
| Office Costs | £ 1,174 |
£ 944 |
||||
| Sub total A4 Asset & Inv’t Purch’sNote 6 Total payments Net of receipts/(payments) A5 Transfers bt’n FundsNote 7 |
£ 8,255 |
£ 242 |
£ 8,497 | £ 8,847 | ||
| £ 887 |
£ 414 |
£ 1,301 |
£ 1,789 |
|||
| £ 9,142 |
£ 656 |
£ 9,798 | £ 10,636 | |||
| (£ 1,568) | £ 1,251 | (£ 317) |
£ 1,759 |
|||
| (£ 300) |
£ 300 |
£ 0 |
£ 0 |
Registered Charity No. 1186866
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ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
| A6 Funds last year endNote 8 | £ | 16,018 | £ | 577 | £ | 16,595 | £ 16,018 | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Cash Funds this year end | £ | 15,150 | £ | 2,128 | £ | 16,278 | £ 17,777 | |||
| B1 Cash Funds | Unrestricted | Restricted | Total | Last Year | ||||||
| Bank Accounts | £ | 16,336 | £ | 2,128 | £ | 18,464 | £ 17,783 | |||
| Cash in Hand | £ | 306 |
£ | £ | 306 |
£ 325 |
||||
| £ | 16,642 | £ | 2,128 | £ | 18,770 | £ 18,108 | ||||
| B2 Other Monetary Assets | Unrestricted | Restricted | ||||||||
| Accounts Receivable | £ | - |
£ | - | ||||||
| £ | - |
£ | - | |||||||
| B3 Investment Assets | Belongs to | Cost | ||||||||
| N I L | £ | - | ||||||||
| £ | - |
| B4Assets Retained for Own Use Belongs to CollectionNote 9 ACHG Furniture & EquipmentNote 10 ACHG |
Cost Current Value £ 6,668 £ 6,668 £ 7,862 £ 4,394 £ 14,530 £ 11,062 |
|---|---|
| £ 6,668 | |
| £ 7,862 | |
| £ 14,530 |
| B5 Liabilities Belongs to Accounts Payable ACHG Loans etc ACHG |
Amount Due |
|---|---|
| £ 426 | |
| £ | |
| £ 426 |
Notes:
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Donations received in the Heritage Centre donations box.
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Several private donations and three very generous bequests.
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Village BoB tour fees from National WW2 Museum coach tours..
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Two final Covid-19 Grants of £2,667 and £500 as recompense for loss of income during lockdown.
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Includes £40 annual fee to the Information Commissioner to comply with GDPR.
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Purchase of SumUp Card Reader from unrestricted funds and Roman coins, Aldbourne trading tokens, one large crotal bell by Robert Wells and a smaller one by John Stares.
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The committee agreed in 2016 to set aside £300 each year for larger acquisitions (i.e. to become “restricted” funds).
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ALDBOURNE COMMUNITY HERITAGE GROUP CIO
Annual Report 2022
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Including Petty Cash and Floats
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Collection assets with a resale value. No depreciation is applied to collection items.
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[ There is no expectation ever to sell these or any other items, but we need to track items of significant value for insurance purposes ].
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Accumulated depreciation on Furniture & Equipment - £3,468.
Registered Charity No. 1186866
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