2022-04-04-accounts

Trustees’ Annual Report for the period

Period start date 05.04.21 Period end date 04.04.22

Charity name: Surrey Heath Museum & Gallery Foundation

Charity registration number: 1188827

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Preservation and display of Surrey Heath’s Heritage
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identifiedinthe accounts.	Para 1.17 and 1.19	Presentation of local history, natural history, archaeology, art and photography.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Encouraging research, talks and publication.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	Grants would be in support of the Museum’s Archives
Policy on social investment including program related investment	Para 1.38	Not Applicable
Contribution made by volunteers	Para 1.38	Volunteers support Gallery activities, Museum research and providing help to visitors.
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	The Museum is able to regain Accreditation. The Museum has been provided with a display area which can be rearranged with a succession of exhibitions. Local Societies can display their wares. An area has been set up for audio-visual presentations. We are constantly working to increase our visitor numbers, especially after Covid-19. Visitors come from all over the country and some from abroad and are impressed.

Additional information (optional) You may choose to include further statements	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	Income for the year: £1273 Expenditure for the year: £566 Total inour current account: £2073
Statement explaining the policy for holding reserves statingwhy they areheld	Para 1.22	As yet we have no reserves or investments
Amount of reserves held	Para 1.22	None
Reasons for holding zero reserves	Para 1.22	Insufficient funds
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	There are no uncertainties. We have the approval of Surrey Heath Borough Council and our MP.

Additional information (optional) You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	We are a Charitable Incorporated Organisation [CIO]
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	See above
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	Ths Charity was set up to protect Surrey Heath Museum by residents forming Surrey Heath Museum Action Group. Trustees were selected from this group.

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

Charity name	Surrey Heath Museum & Gallery Foundation
Other name the charity uses	None
Registered charity number	1188827
Charity’s principal address	33b & c Obelisk Way The Square Camberley GU15 3SG Surrey

Names of the charity trustees who manage the charity

1 2 3 4 5	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	B.J.Baverstock			Surrey Heath Museum Action Group
	M.J.Hillman			Surrey Heath Museum Action Group
	P.J.Stevens			Surrey Heath Museum Action Group

– Corporate trustees names of the directors at the date the report was approved Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	**Dates acted if not for whole year **
None

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

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) Position (eg Secretary, Chair, etc) Date
	Philip John Stevens
	Chair
	27.02.23
	27.02.23