## **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**
1
## **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**
2
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**
3
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**
4
## 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**
5
## **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**
6
## **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 £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
Date of approval 1/17/2022