|||**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|
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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|
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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**
**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:
- 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.
## **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.
March **2012**
**TAR**
2
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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
March **2012**
**TAR**
3
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.
March **2012**
**TAR**
4
## **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.
- the charity’s principal Expenditure was primarily on running and maintaining the archive.
- sources of funds (including any fundraising);
- how expenditure has Some items were purchased for the collection while other items were received as donations.
- 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** 7/11/2024
March **2012**
**TAR**
5
||**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)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||_Richard Roberts_|Richard Roberts|11/7/2024|
|||||