| Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | for theperiod | for theperiod | for theperiod | ||
|---|---|---|---|---|---|---|---|---|---|
| From | Period start date | To | Period end date | ||||||
| Day 20 |
Month 04 |
Year 2023 |
Day 31 |
Month 03 |
Year 2024 |
||||
Section A Reference and administration details
Charity name Richard Roberts Archive Other names charity is known by 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
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Richard Roberts | Trustee | |||
| Peter Moss | Trustee | |||
| CraigHorner | Trustee | |||
| Angela Thompson | Trustee | 20/4/2023 to 7/6/2023 | ||
| George Mumford | Trustee | |||
| Katherine Hilton | Trustee | 11/7/2023 to 31/3/2024 | ||
| Richard Roberts Archive Board of Trustees |
||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
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
(eg. trust deed, constitution) only voting members are its 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)
Cultural Framework You may choose to include Cultural Value additional information, where Framework to select works relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The objects of the CIO are to advance education for the public benefit in advertising history by preserving and maintaining an archive of material and to publicise and make available the collection to the wider public and to further academic research.
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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)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Regular online newsletters published throughout the year on the Summary of the main website. achievements of the charity during the year
There were 32 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. Collection database contains 158,247 items (last year 141,401 items – an increase of 16,846) Product file database contains 15,092 items. (last year 15,092 items – no change) Transport photograph collection contains 883 pictures. (last year 883 pictures – no change) Beer mat collection 20,049 items. (last year 0 items – an increase of 20,049) Total volunteer hours to date is 70,456. (last year 65,250 hours – an increase of 5,206 hours)
Alongside the cataloguing of items into the collection the main focus this year has been improving the website and developing our social media content both of which are aimed at growing our visibility to a wider audience.
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Section E Financial review
A policy on reserves is yet to be established but is being actively Brief statement of the worked up at the Trustee meetings. charity’s policy on reserves Details of any funds materially None in deficit Further financial review details (Optional information)
You may choose to include The bulk of funding for the year came from donations. additional information, where Sales of fire wood and digital images accounted for the balance of relevant about: income.
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the charity’s principal Expenditure was primarily on running and maintaining the archive.
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sources of funds (including any fundraising);
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how expenditure has Some items were purchased for the collection while other items were received as donations.
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supported the key objectives of the charity;
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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 7/11/2024
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| Charity Name Richard Roberts Archive |
Charity Name Richard Roberts Archive |
Charity Name Richard Roberts Archive |
No (if any) 1189116 |
|
|---|---|---|---|---|
| For the period from |
Period start date 4/1/2023 |
To | Period end date 3/31/2024 |
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Donations 9,616 Sales 1,160 Steven White Books - - - - - - 10,776 None - - Sub total - Total receipts 10,776 A3 Payments Sundries 332 Stationery 1,980 Archive runningcosts 5,634 D Grenfell loan - Postage 33 - - - - Sub total 7,979 Building improvements 133 Collectionpurchases 4,199 Sub total 4,332 Total payments 12,311 Net of receipts/(payments) - 1,535 A5 Transfers between funds - A6 Cash funds last year end 2,939 Cash funds this year end 1,404 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 9,616 1,160 - - - - - - 10,776 - - - 10,776 332 1,980 5,634 - 33 - - - - 7,979 133 4,199 4,332 12,311 - 1,535 - 2,939 1,404 |
Last year to the nearest £ |
| - - - - - - - - - |
9,616 | 9,616 | ||
| 1,160 | 1,377 | |||
| - | 27,412 | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 10,776 | 38,405 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 10,776 | 38,405 | ||
| - - - - - - - - - - |
332 | 800 | ||
| 1,980 | 1,154 | |||
| 5,634 | 2,324 | |||
| - | 1,250 | |||
| 33 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 7,979 | 5,528 | |||
| - - - |
133 | 1,305 | ||
| 4,199 | 33,422 | |||
| 4,332 | 33,422 | |||
| - | 12,311 | 38,950 | ||
| - | - - - - |
- 1,535 | - 545 | |
| - | - | - | ||
| - | 2,939 | 2,939 | ||
| - | 1,404 | 2,394 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Cash at bank Bank Details Details No activity Details Collection at book value Details Stephen White Books Signature Richard Roberts Total cash funds (agree balances with receipts and payments account(s)) Donation of Unit 14 by Richard Roberts at book value |
to nearest £ to nearest £ 264 - 408 - - - 672 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - Cost (optional) - - - - - Cost (optional) 220077 - 213777 - - - - - - - - Collection 22,712 - - - - Print Name Richard Roberts Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Richard Roberts | Richard Roberts | 11/7/2024 | |