
## **Trustees’ Annual Report for the period** 

**From 1 January 2025  To                            31 December 2025 Charity name: Bath and Counties Archaeological Society** 

## **Charity registration number: 1189630** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To promote for the public benefit the study<br>of archaeology in all its branches.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|The society achieves these aims by<br>organizing public lectures given by leading<br>archaeological professionals and<br>excursions to study archaeological and<br>historic sites. Members participate in<br>fieldwork projects using the society's own<br>archaeological equipment. Projects include<br>geophysical studies as well as excavations<br>under the direction of the society's director<br>of archaeology. The society provides<br>training and experience of a broad range of<br>archaeological and historical investigative<br>techniques which may be applied to the<br>study of the local heritage and from time to<br>time organizes specific training sessions in<br>contemporary archaeological techniques.<br>Reports of all projects undertaken are<br>published on the society's website or in the<br>society's journal of record Camertonia.<br>Access to society records is possible via<br>the society's website. The society also<br>publishes a regular newsletter which<br>informs readers of current society activities<br>and other activities organized by local<br>groups to provide a useful resource for<br>those interested in archaeological events.<br>The society answers general enquiries<br>from members of the public and works with<br>the local authority to enhance the Historical<br>Environment Record (HER).|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees can confirm that they have<br>complied with their duty to have due regard<br>to the Charity Commission's public benefit<br>guidance when exercising any powers or<br>duties to which the guidance is relevant.|





## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**Activities**<br>Excavations continued at Oldfield<br>(previously known as Marston Mill), near<br>Frome, with the uncovering of medieval<br>remains.<br>An excavation was conducted in<br>partnership with the National Trust of the<br>Prior Park Bason. This was the third year of<br>investigation.<br>A geophysical survey was carried out at<br>Dyrham Park to investigate features in<br>LiDAR scans. A possible ditch and bank<br>were identified.<br>Allotments at the edge of Royal Victoria<br>Park, Bath, were surveyed using resistivity<br>profiling. The results were largely negative.<br>In July, we had a stall at a Festival of<br>Archaeology day at Combe Down, Bath,<br>organised by Bath and NE Somerset<br>Heritage Services.<br>Also in July, we carried out a further<br>geophysical survey in Royal Victoria Park.<br>Two of the days were designated as Open<br>Days when members of the public could<br>participate in a geophysical survey.<br>**External representation**<br>We contributed to the Bathscape project<br>and attended meetings of the Bath World<br>Heritage Site Advisory Group.<br>**Excursions**<br>The society was able to organise a full<br>programme of visits:_Bristol Cathedral and_<br>_1831 Riots_(April);_Lydney Quay and the_<br>_Lost Fleet_(May);_Three Somerset_<br>_Churches_(June);_Ebbor Gully Cave_(July);<br>_Beckington Village_(August);_Newport Ship_<br>_and Town Museum_(September).<br>**Lectures**<br>Lectures were held on_National Trust_<br>_Archaeology in Wessex over 38 years_<br>(Martin Papworth, retd. National Trust);<br>_Newport Medieval Ship_(Bob Evans,<br>Friends of Newport Ship);_Discovering_<br>_Avebury – landscape and people_(Dr Nick<br>Snashall, National Trust);_The Chalkland_<br>_Landscape of Stonehenge, Avebury and_<br>_Cranborne Chase_(Dr Mike Allen,<br>Environmental Archaeologist);_The use of_<br>_sonar imaging techniques in Mapping and_<br>_Visualising Maritime Wrecks_(Capt FC<br>Morgan Davis).<br>**Publications**<br>Regular Newsletters were sent to<br>members. New project reports were<br>published on the website and together with|





the Facebook site both were updated on a frequent basis to maintain communication with members. A number of mailshots on specific subjects were also made to members. **Committee** The Committee held five meetings to plan the society’s business and to review the financial situation of the Society to ensure that such decisions were taken as necessary to support the organisation. **Trustees** The trustees met in September and approved an application for an online banking account. **AGM** The AGM was held in March. Shaun Wilson received the Clive Peacock Memorial Award. A motion calling for BaNES to reinstate the post of County Archaeologist was passed. 



## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Income was up at £9749 (2024: £4556).<br>Expenditure was £5435 (2024: £3856)<br>resulting in a surplus of £4314 (2024:<br>£701). The income includes a grant of<br>£5000 for equipment from Bathscape which<br>was not spent before the year end. The<br>expenditure includes the return of an<br>unspent grant of £3113 to the Association<br>for Roman Archaeology for the Durley Hill<br>project.<br>Membership income was £3069 (2024:<br>£2856). Lectures showed a surplus of £817<br>(2024: £695) and Excursions a surplus of<br>£532 (2024: £483). Increasing costs led us<br>to decide to put the lecture prices up from<br>£4 to £5 for members and from £5 to £7 for<br>non-members.<br>ACCUMULATED FUNDS now stand at<br>£27391 (2024: £23077) and Available Cash<br>of £22041 (2024: £19564), represented by<br>Accumulated Funds less Bathscape Grant<br>of £5000 less Members’ Project Deposits of<br>£350.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Trustees maintain under review the<br>financial risks to which the charity is<br>exposed. In a typical year society costs<br>would include insurance, room and other<br>hire fees, subscriptions to other<br>organizations, social media and website<br>fees, repairs to and replacement of<br>equipment, and other potential costs that<br>may arise as a consequence of the work<br>that BACAS undertakes. The Trustees<br>have reached the view that it would be<br>prudent for BACAS to aim to retain a level<br>of reserves of some £5000. Cash over and<br>above the reserves may be used to fund<br>ongoing activities. This policy is reviewed<br>annually. No change to this policy was<br>required in 2025.|
|Amount of reserves held|Para 1.22|£5000|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|None identified.|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution.|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Trustees are elected from the membership.|



## **Additional information (optional)** 

|**Additional information (optional)**|**Additional information (optional)**||
|---|---|---|
|You may choose to include further statements||where relevant about:|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|The Society is managed by a General<br>Committee all of whom are elected from the<br>membership. Five of the Trustees are also<br>members of the General Committee.<br>Specialist groups/committees reporting to<br>the Trustees are formed as necessary.|



## **Reference and Administrative details** 

|Charity name|Bath and Counties Archaeological Society|
|---|---|
|Other name the charity uses|BACAS|
|Registered charity number|1189630|
|Charity’s principal address|7 Maycliffe Park<br>Bristol<br>BS6 5JH|





**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body)**<br>**entitled to appoint trustee**<br>**(ifany)**|
|---|---|---|---|---|
||HenryLowe|Chair|||
||Dr Janet Pryke||||
||John Richards|Secretary|||
||Shaun Wilson||||
||Roger Underhill||||
||Marek Lewcun||||
||Tim Lunt||||



– Corporate trustees names of the directors at the date the report was approved 

**Director name None** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year None** 

## **Funds held as custodian trustees on behalf of others** 

Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

N/A 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date** 




**----- Start of picture text -----**<br>
Bath and Counties Archaeological Society 1189630<br>Receipts and payments accounts CC16a<br>For the period  Period start date Period end date<br>To<br>from 31.12.24 31.12.25<br>Section A Receipts and payments<br>Unrestricted  Restricted  Endowment<br>Total funds Last year<br>funds funds funds<br>to the nearest      £ to the nearest £ to the nearest £ to the nearest £ to the nearest £<br>A1 Receipts<br>Subscriptions                        3,069                              -                                -                           3,069                             -<br>Lecture entrance fees                           817                              -                                -                              817                             -<br>Excursion income                           532                              -                                -                              532                             -<br>Gift Aid                           274                            274<br>Survey Deposits                             50                              50<br>Donations                               8                              -                                -                                  8                             -<br>Bathscape grant                        5,000                              -                                -                           5,000                             -<br>Sundry sales                               -                              -                                -                                -                               -<br>                              -                              -                                -                                -                               -<br>                              -                              -                                -                                -                               -<br>AR)                        9,749                              -                                -                           9,749                             -<br>A2 Asset and investment sales,<br>(see table).<br>                              -                                -                                -                              -<br>                              -                                -                                -                              -                                 -<br>Sub total  [                              - ]                               -                                -                              -                                 -<br>Total receipts                    9,749                             -                             -                         9,749                           -<br>A3 Payments<br>Room Hire                           827                              -                                -                              827                             -<br>Surveys                             50                              50<br>Print postage stationery                             47                              47<br>Insurance                           483                            483<br>Publications                             66                              -                                -                                66                             -<br>Camertonia                               -                              -<br>Subscriptions                           163                              -                                -                              163                             -<br>Paypal TicketLab                           110                              -                                -                              110                             -<br>Misc                             52                              -                                -                                52                             -<br>Equipment repairs                           292                              -                                -                              292                             -<br>Website                             80                              -                                -                                80                             -<br>Durley Hill exp                        3,113                              -                                -                           3,113                             -<br>Portacabins Rates                           152                              -                                -                              152                             -<br>Sub total                        5,435                              -                                -                           5,435                             -<br>A4 Asset and investment<br>purchases, (see table)<br>                              -                                -                                -                              -<br>                              -                                -                                -                              -<br>Sub total                               -                                -                                -                              -                                 -<br>Total payments                    5,435                             -                             -                         5,435                           -<br>Net of receipts/(payments)                    4,314                           -                             -                      4,314                        -<br>A5 Transfers between funds                           -                          -                           -                                -                          -<br>A6 Cash funds last year end                  23,077                          -                           -                    23,077                        -<br>Cash funds this year end                  27,391                           -                             -                    27,391                        -<br>Section B Statement of assets and liabilities at the end of the period<br>Unrestricted  Restricted  Endowment<br>Categories Details  funds funds funds<br>**----- End of picture text -----**<br>


1 

CCXX R1 accounts (SS) 

15/09/2023 




**----- Start of picture text -----**<br>
to nearest £ to nearest £ to nearest £<br>B1 Cash funds Nat West Bank                      26,887                              -                               -<br>Cash<br>                            10                              -                               -<br>Paypal Account                           494<br>                            -                                -                               -<br>Total cash funds                   27,391                           -                           -<br>(agree balances with receipts and payments<br>account(s)) OK OK OK<br>Unrestricted  Restricted  Endowment<br>funds  funds  funds<br>Details to nearest £ to nearest £ to nearest £<br>B2 Other monetary assets                             -                                -                               -<br>                            -                                -                               -<br>                            -                                -                               -<br>                            -                                -                               -<br>                            -                                -                               -<br>                            -                                -                               -<br>Fund to which  Current value<br>Details asset belongs Cost (optional) (optional)<br>B3 Investment assets                             -                               -<br>                            -                               -<br>                            -                               -<br>                            -                               -<br>                            -                               -<br>Fund to which  Current value<br>Details asset belongs Cost (optional) (optional)<br>B4 Assets retained for the  Plant and Equipment @ W D value                             -                               -<br>charity’s own use                             -                               -<br>                            -                               -<br>                            -                               -<br>                            -                               -<br>                            -                               -<br>                            -                               -<br>                            -                               -<br>                            -                               -<br>Fund to which  Amount due  When due<br>Details liability relates (optional) (optional)<br>B5 Liabilities Unused Grant 0                             -<br>Refundable survey deposits 250                             -<br>                            -<br>                            -<br>                            -<br>Signed by one or two trustees on  Signature Print Name Date of<br>behalf of all the trustees  approval<br>HENRY LOWE 03/07/2026<br>**----- End of picture text -----**<br>


2 

CCXX R2 accounts (SS) 

15/09/2023 

