Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 20 04 2024 To 31 03 2025
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
Richard Roberts Archive
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(if any) |
|---|---|---|---|---|
| Richard Roberts | Trustee | |||
| Peter Moss | Trustee | |||
| CraigHorner | Trustee | |||
| George Mumford | Trustee | 20/04/2024 to 10/09/2024 |
||
| Katherine Hilton | Trustee | |||
| Richard Roberts Archive Board of Trustees |
||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | Names of the trustees for the charity, if any, (for example, any custodian trustees) | |
|---|---|---|
| Name | Dates acted if not for wholeyear | |
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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
(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;
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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:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and erformance p
Regular online newsletters and blogs published throughout the Summary of the main year on the website and through mail shots to subscribers. achievements of the charity during the year There were 14 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. TOTAL catalogued collection items = 227,142 (last year 199,148 items – an increase of 27,994) Collection breakdown as follows: Collection database contains 167,280 items (last year 158,247 items – an increase of 9,033) Product file collection of individual advertisements contains 24,707 items. (last year 19,969 items – an increase of 4,738) Transport photograph collection contains 883 pictures. (last year 883 pictures – no change) Beer mat collection 34,272 items. (last year 20,049 items – an increase of 14,223) Total volunteer hours to date is 78,700. (last year 70,456 hours – an increase of 8,244 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
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 additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
The bulk of funding for the year came from donations. Sales of fire wood and digital images accounted for the balance of income.
Expenditure was primarily on running and maintaining the archive.
Some items were purchased for the collection while other items were received as donations.
- 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 2/11/2025
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| Charity Name | No (if any) | ||
|---|---|---|---|
| Richard Roberts Archive | 1189116 | ||
| Receipts and payments accounts | CC16a | ||
| 01/04/2024 Period start date For the period from |
31/03/2025 Period end date To |
| Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | |||||||
|---|---|---|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||||
| Donations | 15,384 | - | - | 15,384 | 15,504 | ||||
| Sales | 3,660 | - | - | 3,660 | 1,160 | ||||
| Steven White Books | - | - | - | - | - | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) |
19,044 | - | - | 19,044 | 16,664 | ||||
| A2 Asset and investment sales, (see table). |
|||||||||
| None | - | ||||||||
| - | - | ||||||||
| Sub total | - | - | |||||||
| Total receipts A3 Payments |
|||||||||
| 16,664 | |||||||||
Sundries |
800 | - | - | 800 | 332 | ||||
| Stationery | 1,131 | - | - | 1,131 | 1,980 | ||||
| Archive runningcosts | 5,590 | - | - | 5,590 | 5,634 | ||||
| Austin Rubycosts | 728 | - | - | 728 | - | ||||
| Postage | 162 | - | - | 162 | 33 | ||||
| Steven White Books | 3,900 | - | - | 3,900 | 4,700 | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| **Sub total ** | 12,311 | - | - | 12,311 | 12,679 | ||||
| A4 Asset and investment purchases, (see table) |
|||||||||
Building improvements |
452 | 133 | |||||||
Collectionpurchases |
5,363 | 4,199 | |||||||
| **Sub total ** | 5,815 | 4,199 | |||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| 16,878 | |||||||||
| 918 | - | - | 918 | - 214 | |||||
| - | - | - | - | - | |||||
| 740 | - | - | 740 | 740 | |||||
| 1,658 | - | - | 1,658 | 526 |
CCXX R1 accounts (SS)
15/11/2025
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Cash Bank Bank savings Details Details Total cash funds (agree balances with receipts and payments account(s)) |
Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
|||
| 381 | - | - | |||||
| 706 | - | - | |||||
| 571 | - | - | |||||
| 1,658 | - | - | |||||
| OK | |||||||
| Endowment funds to nearest £ |
|||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||
| No activity | - | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||
| Donation of Unit 14 by Richard Roberts at ~~book value~~ |
220077 |
- | - | ||||
Collection at book value |
219140 | - | - | ||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Signature Richard Roberts Stephen White Books Details |
Fund to which liability relates Amount due (optional) Collection 18,812 - - - - Print Name RichardRoberts |
When due (optional) |
|||||
| Date of approval |
|||||||
| Richard Roberts | RichardRoberts | 02/11/2025 | |||||
CCXX R2 accounts (SS)
15/11/2025
2