2022-03-31-accounts - The Richard Roberts Archive

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year 20 04 202 31 03 2022 From 1 To

Section A Reference and administration details

Charity name Other names charity is known by

Richard Roberts Archive

N/A

Registered charity number (if any) 1189116

Charity's principal address Unit 14, Adswood Industrial Estate

Adswood Road, Stockport

Postcode SK3 8LF

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Richard Roberts Trustee
2 Peter Moss Trustee
3 Craig Horner Trustee
Angela Trustee
4
Thompson
5 George Mumford Trustee
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser

Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution of a Charitable Incorporated Organisation whose only voting members are its

(eg. trust deed, constitution) charity trustees

CIO How the charity is constituted (eg. trust, association, company)

Trustee selection methods

By appointment by the Board of Trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Cultural Framework Cultural Value Framework to select works

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

March 2012

TAR

The objects of the CIO are to advance education for the public benefit in advertising history by preserving Summary of the objects and maintaining an archive of material and to of the charity set out in publicise and make available the collection to the its governing document wider public and to further academic research. To ensure the preservation of the existing collection held in trust by the charity. To add to the collection through donations and acquisitions. To make the collection accessible to researchers. To promote the collection to a wider audience. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

March 2012

TAR

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

Website established and regular online newsletters published throughout the year

There were 18 research requests during the year.

12 Open evenings were held.

Participation in the Heritage Open Day Scheme in September where the archive was open to the public and talks were given.

One presentation was given by the archive to the Society of Automotive Historians in Britain.

Collection database contains 127,566 items.

Product file database contains 15,080 items.

Transport photograph collection contains 883 pictures.

Total volunteer hours to date is 60,420.

Section E Financial review

March 2012

TAR

Brief statement of the charity’s policy on reserves

A policy on reserves is yet to be established but is being actively worked up at the Trustee meetings.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include All funding for the year came from donations. additional information, where relevant about: Expenditure was primarily on running and maintaining the archive.

the charity’s principal sources of funds (including any Some items were purchased for the collection while other fundraising); items were received as donations.
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Richard Roberts

Full name(s) Richard Roberts

Position (eg Secretary, Chair Chair, etc) Date 17/1/2023

March 2012

TAR

Charity Name No (if any) Richard Roberts Archive 1189116

Receipts and payments accounts

For the period Period start date Period end date To from 4/1/2021 3/31/2022

Section A Receipts and payments

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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 2,325 - - 2,325
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
2,325 - - 2,325
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
None - - - -
- - - -
Sub total - - - -
Total receipts 2,325 - - 2,325
A3 Payments
Sundries 73 - - 73
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 73 ] - - 73
A4 Asset and investment
purchases, (see table)
No activity due to Covid - - - -
- - - -
Sub total [ - ] - - -
Total payments 73 - - 73
Net of receipts/(payments) 2,252 - - 2,252
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 2,252 - - 2,252
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Section B Statement of assets and liabilities at the end of the period

			Unrestricted		Restricted
Categories	Details		funds		funds
B1 Cash funds	Cash at bank	*Total cash funds*	to nearest £ 2,857 - - 2,857		to nearest £ - - - -
	(agree balances with receipts and payments account(s))		Agreement Error	OK
			Unrestricted		Restricted
			funds		funds
B2 Other monetary assets	Details		to nearest £ - - -		to nearest £ - - - - - -
B3 Investment assets	Details No activity		Fund to which asset belongs	Cost (optional) - - - - -
B4 Assets retained for the	Details Donation of Unit 14 by Richard Roberts at		220077 Fund to which asset belongs	Cost (optional) -
charity’s own use	Donation of collection at book value book value		176155		- - - - - - - -
			Fund to which		Amount due
B5 Liabilities	Details		liability relates		- - - - - (optional)
Signed by one or two trustees on behalf of all the trustees		Signature	Print	Name
	Richard Roberts		Richard Roberts

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CC16a
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Last year
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to the nearest £

Endowment funds to nearest £ - - - -

Endowment funds to nearest £ - - - - - -

Current value (optional)

When due (optional)

Date of approval 1/17/2022