The Charity Commission Report and Accounts for 02/01/2023 - 01/01/2024
Charity Number 1190003 Address 119 Woodsford Square London W14 8DT
Trustees
Cathy Giangrande,Chair Jan Dobrowolski
Independent Examiner
Blair Priday Castle House Eardisley Herefordshire HR3 6NT
Constitution of the Trust
Heritage and Beyond was constituted under a CIO Foundation on the 18 June 2020
Apart from the first charity trustees, every trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have the skills, knowledge and experience needed for the effective administration of the CIO. There must be at least two charity trustees. If the number falls below this minimum, the remaining trustee or trustees may act only to call a meeting of the charity trustees, or appoint a new charity trustee. There is no maximum number of charity trustees that may be appointed to the CIO.
Mission Statement
The charity’s mission, working together with local NGO’s, universities or heritage departments, is the advancement of heritage and culture for the public benefit. Where possible also working with socially and economically disadvantaged communities living in the immediate area of sites of historical or architectural interest, educative value or artistic merit and meeting the definition at article 1 of the UN convention concerning the protection of the world cultural and natural heritage to raise
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awareness of the heritage and cultural value of such sites, locally and internationally as well as among such communities to also promote and preserve their traditional arts, artefacts and crafts.
The main objectives are:
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i. Raise awareness of the heritage and cultural value of such sites, locally and internationally, among such communities;
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ii. Provide grant funding and assistance to support such communities in the promotion and preservation of their traditional arts, artefacts and crafts;
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iii. To conserve and restore for the public benefit and thereby to save for future generations buildings and monuments of historical or architectural interest, educative value or artistic merit wherever situated;
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iv. To advance the education of the public by encouraging knowledge and understanding of buildings and monuments of historical or architectural interest, educative value or artistic merit;
Reserves Policy
The charity’s work is mostly project based and therefore requires experts and approval by various agencies in the countries where the work is being carried out. Thus, it is difficult to predict exact spending year to year. The aim for each of the projects is to have reserves available to meet any unforeseen expenditure for the year.
Public Benefit Statement
The charity’s mission, working together with local NGO’s, universities or heritage departments, is the advancement of heritage and culture for the public benefit. Delays dues to COVID-19 meant although we were constituted in June 2020 our charity business account did not open until April 2021. This meant that fundraising for various projects could not begin until April 2021. Since then we have made steady progress in fundraising and the last year-end and this year-end accounts demonstrate that the charity and the projects it supports are on a sustainable footing.
Financial Year 2023
The charity received funding from companies and private individuals for the project in Greece and the KV62 project in Egypt, and the work in the City of the Dead continued for which an extension for the completion of
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this project has been granted to 30 June 2024 and the charity has taken on several interns to give the project a big push. This extension allowed time for the documentation to be completed and for H&B to upload the documentation into the EAMENA database.
- Unknown Heritage in the 'City of the Dead', Cairo, Egypt The charity was awarded €67,000 (£56,713) by the trustees of The Arcadia Philanthropic Trust for this project in April 2021 to record heritage under threat in the ‘Desert of the Mamluks’ located in the Eastern Cemetery within the “City of the Dead” - a Muslim necropolis of Cairo. The project is being implemented jointly by Heritage and Beyond (H&B) and ARCHiNOS Architecture. ARCHiNOS (www.archinos.com) is a consulting office incorporated in Egypt in 2008 that specializes in heritage preservation, design in historic context, museum and exhibition design, cultural events and social development work, has been working for many years in the Desert of the Mamluks area within the ‘City of the Dead’ in Cairo. The clearly perceived need for recording for posterity the vulnerable unlisted heritage of this area prompted ARCHiNOS to pursue funding for such work and resulted in signing in October 2021 a Memorandum of Understanding between (H&B) and ARCHiNOS concerning the Desert of the Mamluks Documentation Project. It stipulates that ARCHiNOS produces on-site records and publishes them on-line, while the H&B, based on the published records provided by ARCHiNOS, will process the data and enter it to a database following the requirements of the Arcadia Philanthropic Trust, which provides the grant financing the project. An extension for the completion of this project was granted by the Trust to 30 June 2024.
This area is part of the cemetery was first developed in the early 14th century and was the burial ground for sultans and dignitaries in the Mamluk period (1250 – 1517) and later as a cemetery for prominent families. Unlike at Western cemeteries, its mausolea were huge multifunctional religious complexes that permanently employed a considerable number of people. Today, the cemeteries stretch over more than eight kilometres and are home to hundreds of thousands of people. They are of exceptional cultural value because of their unique character as a historic urban unit, and they contain some of the city’s most important architectural monuments, including iconic landmarks. They are listed as part of the World Heritage Site Historic Cairo. They are now under threat from the government infrastructure-building programme. The proposed project is primarily concerned with unlisted monuments that form an immense body of mostly Mamluk Revival architecture of very significant historic and artistic value deriving from their intrinsic design qualities, their historical significance as documents of the neoMamluk style perceived as an expression of Egyptian national identity,
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and their complex relation to the mediaeval architecture of the area that inspired their design. These monuments, as well as many unlisted structures from earlier periods, are virtually unknown and only scantly documented. In the area of the proposed project, numerous people live in and around these funerary structures of historic value. If this heritage disappears because of development, they will face eviction and destruction of the entire environment of their lives.
Additionally, ARCHiNOS holds events aimed at promoting heritage and the Qaitbey area to the general public and art and culture to the local community. A strong component is the promotion of traditional crafts practiced in the area. And the sale of these through craft fairs in the UK under the banner of MISHKA.
The grant was paid in a single payment with the following objectives/deliverables:
-Record information about the unlisted historic structures in the ‘Desert of the Mamluks’ by -- producing a photographic and descriptive inventory; - recording and translating inscriptions naming the names of founders and dates; - recording GPS coordinates;
-Record local oral tradition concerning the heritage in question;
-Produce a searchable database of the recorded structures;
-Enter listed monuments into the database to provide context for the recorded unlisted historic structures;
-Produce an updated map of the area with recorded structures located and link it to the database of historic structures;
-Make the records available to the authorities responsible for the area: the city district authorities ( hay ), the relevant agencies of the Ministry of Antiquities, the Ministry of Awqaf, the Cairo Heritage Preservation Department of the Governorate of Cairo;
-Make the records available on-line – including cooperating with EAMENA (Endangered Archaeology in the Middle East & Africa https://eamena.org ) so that data resulting from the work can be uploaded to EAMENA’s digital archive where it will be kept in perpetuity on an open-access basis.
- Farmers at Sea, Exploring the Oldest Submerged Settlement in the Aegean, Agios Petros, Alonissos, Greece - A Neolithic settlement located in the bay of the island of Kyra-Panagia, north of Alonissos. https://farmersatsea.web.auth.gr
This is project was carried out in the framework of the approved fiveyear programme implemented in collaboration with the Ephorate of Underwater Antiquities of the Ministry of Culture and Archaeology of the Aristotle University of Thessaloniki and H&B. Funds for the project are received and overseen by the charity to achieve its
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purposes, set budgets, agree that work proposed fits the project and charity’s purposes, be clear about who benefits from the charity and manage risk and report on public benefits. The project, together with a nearby archaeological site in Alonissos (Peristera Underwater Museum) in the region of Thessaly and the Municipality of Alonissos aims to team up to promote alternative tourism bringing economic benefits to the area, as well as raise awareness of the natural (rare Monk seal lives in the surrounding protected waters) and cultural underwater world.
This is an important place in the Aegean islands, as the findings reveal a complete archaeological picture of the first agricultural groups that settled permanently in Greece shortly before 6,000 BC.
During season II (October 2022), the main goal of the archaeological underwater investigation was to conduct a geoarchaeological survey of the submerged part of the Neolithic settlement and to evaluate the results in order to take cores from the marine sediment for DNA analysis. Working with the Hellenic Centre for Marine Research the survey was undertaken deploying a number of systems including a sub-bottom profiler. The results of the survey assisted us in choosing the most promising areas to core in the bay of A Petros and between the islands. The samples were collected in 2023 and sent to Benjamin Vernot at the Max Planck Institute for ancient DNA analysis. Further plans include a systematic underwater excavation of the area over the coming seasons.
The underwater research is expected to highlight important aspects of the life of the first communities settled in the area and early seafaring practices in the Aegean islands.
The research team included from the Aristotle University of Thessaloniki, N. Efstratiou, Emeritus Professor of AUTh and the Ephorate of Underwater Antiquities, A. Sotiriou, archaeologist
The collaboration with this project continues but no new funding towards it has been raised.
- KV62 2023 project. Valley of the Kings, Egypt. Heritage and Beyond funding has largely supported the post site analysis and processing, as well as the additional data collected from the side of the survey area done in January 2023. Heritage and Beyond also supported a workshop. This support was possible with the assistance from Heritage and Beyond and Danny Katz Limited and a generous donation of £80,000.
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Financial Review
The charity finances are healthy, thanks to the support of the Arcadia Philanthropic Trust and Daniel Katz (Daniel Katz Limited, UK). At the end of 2022, we had funds totalling £31,293 and at the end of 2023 a total of £28,430.
The cost of the work undertaken on the KV62-2023 Ltd project totalled £80,000 in 2023. Heritage and Beyond money largely supported the post site analysis and processing, as well as the additional data collected from the side of the survey area taken in January.
Having a base in Alonissos provided by N. Efstratiou helped to off-set accommodation costs on Farmers at Sea project and local accommodation at the port was provided at a special rate.
The cash funds at the 31/12/23 amounted to £28,430.
Focus & Future Projects for the Charity in 2023/2024 Despite the challenges outlined we aim to build on what we have accomplished this year mainly on two projects: reserves, improve our digital capabilities and become more organisationally resilient by diversifying the income streams for the projects Heritage and Beyond support. Additionally, we will register for Gift Aid, set up a website and use social media to raise awareness and funds for these projects.
Each of the above mentioned projects are working on completing the objective outlined above. Each time objectives of the projects are completed new questions present themselves and work can take on various additional elements. At Agios Petros coring took place and we are awaiting results to see what we can learn from the palesol. Can aDNA be found in the marine sediments? If so, what can we do to built on this result?
All work will reviewed with the aim of looking at possible outreach programmes, training for students of marine archaeology and heritage preservation, as well as aim to secure further publicity.
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| Charity Name Heritage and Beyond |
Charity Name Heritage and Beyond |
Charity Name Heritage and Beyond |
Charity Name Heritage and Beyond |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 1/2/2023 |
To |
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| Section A Receipts and payments | |||||
| A1 Receipts | to the nearest £ 80,000 - - - - - - - - - - - - - - 80,000 445 - 445 80,445 50,000 30,000 - - - - 80,000 3,308 - 3,308 83,308 - 2,863 - 31,292 28,429 Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
|
| project | - | - - - - - - - - - - - - - - - - |
80,000 - - - - - - - - - - - - - - 80,000 |
- | |
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
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| Sub total(Gross income for AR) | - |
17,880 | |||
| - - - |
445 - 445 |
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| - | |||||
| 80,445 | |||||
| - | 17,880 | ||||
| - - - - - - - - - - - - - - - - |
50,000 30,000 - - - - - - - - - - - - - 80,000 |
- | |||
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| - | |||||
| - | |||||
| - | |||||
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| 7,154 | |||||
| - - - |
3,308 - 3,308 |
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| - | |||||
| - | 83,308 | 7,154 | |||
| - - - - |
- 2,863 - 31,292 28,429 |
10,726 | |||
| - | |||||
| - | |||||
| 10,726 |
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 Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - - 6,258 OK Agreement Error to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name 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 |
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| OK | |||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| charity annual return | Paid in | Description | Type |
|---|---|---|---|
| 2 January 2023 - 1 January 2024 | 35 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 25 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 45 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 20 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 25 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 20 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 35 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 1 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 50 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 50 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 89 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 50 Sales | Individual | |
| 2 January 2023 - 1 January 2024 | 80000 DANIEL KATZ LIMITED | Company |
TOTALS
80445
Account start with --->>>>>> 31292
| DATE | Paid outDescription | DATE | Summary |
|---|---|---|---|
| 23-Jun-23 | 1259.97 INSPIRACION LTD | 5-May-23 | 111737 |
| 26-Jun-23 | 120 CANOPY MARKET | 14-Jun-23 | |
| 26-Jun-23 | 50000 KV62 2023 | 13-Sep-23 | 80000 |
| 26-Jun-23 | 30000 KV62 2023 | 14-Sep-23 | 445 |
| 26-Jun-23 | 1858.76 WUI GBP MC | 20-Sep-23 | |
| 26-Jun-23 | 8.05 BOURTZI | 25-Sep-23 | 83308.16 |
| 26-Jun-23 | 4.92 NECCA | 25-Sep-23 | |
| 26-Jun-23 | 14.3 ALONNISOS TRAVEL | 26-Sep-23 | -2863.16 |
| 26-Jun-23 | 14.9 Southern Railway | 2-Oct-23 | |
| 26-Jun-23 | 23.16 BOURTZI | 2-Oct-23 | |
| 26-Jun-23 | 4.1 Super star | 3-Oct-23 | |
| 26-Jun-23 | |||
| 12-Sep-23 | |||
| 83308.16 | 28428.84 |
1-Jan-23
As reported in the The Charity Commission Report and Accounts for 02/01/202
concept
Account after money raised in 2023 OF WHICH! Fundraiser, commercial partner Selling products SPENT! expeditures during financial period DIFFERENCE! Money raised during year VS money spent during financial period
STARTING CHARITY BUDGET SUM FOR 2024
<<<<<------ account ends with
I2 -0110112023