**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
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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**| |||| |||| **TAR** March **2012** 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** > (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. **TAR** March **2012** 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. **TAR** March **2012** 3 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. **TAR** March **2012** 4 ## **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: - the charity’s principal sources of funds (including any fundraising); - 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 **TAR** March **2012** 5 |**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