Trustees, Annual Report for the period Period start dale Period end date Apni larcn 20*4 From To Section A Reference and administration details Charity name Suffolk Archaeological Recording Foundation other names charity is known by SARF Registered charity number lif any) 1193270 Charity's principal address clo Suffolk County Council Arehaeological Service Bury Resource Centre, Hollow Road Bury Sl Edmunds Postcode IP32 7AY Names of the charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office lif any) Name of person lor body) entitled toa oint trustee if an nla Lance Jon Alexander Chair nla Keith Raymond Wade nla rTrla Faye Marjorie Minter nla nla Trevor Lawrence Southgate Graham Bernard Brandejs Judith Helen Plouviez nla nla nla nla Treasurer nla nla Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear nla Names and addresses of advisers (Optional information) e of adviser Name Address nla Name of chief executive or names of senior staff member5 (Optional information) nla TAR March 2012
Section B Structure, overnance and mana ement Description of the Charity's trust$ CIO Foundation Constitution dated 0510112021 Type of governing document How the charity is consliluted Charitable Incorporated Organisation Foundation Trustee selection methods Trustees are appointed by the existing trustees. Additional governance issues {Optional information) Appointed Trustees". every appointed trustee must be appointed for a term of three years by resolution passed at a properly convened meeting of the charity trustees. You may choose to include additional information, where 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. Ex-officio Trustees: The Senior Archaeological Officer at Suffolk County Council Archaeological Service for the time being {"the office holders") shall automatically {"ex-offieio"I be a charity trustee, for as long as he or she holds that office. Their influence over the organisation is not excessive as there will be a quorum of 5 on all decision making. Relationship with Suffolk County Council Archaeological Service- The Foundation will undertake a variety of activities to advance the knowledge about the archaeology of Suffolk. The Foundation will fundraise for and advise on aspirational and additional activity to Suffolk County Council Archaeological SeNice's core service, where that activity rneet5 the approved purposes of the Foundation and offer5 public benefit. It is not the purpose of the Foundation to subsidi5e the core running cost5 of the Council. The archaeological seNice will need to formally apply for grants. The Trustees/Founder connected with the Council will not personally receive any money from the Foundation for employment or services. If funds are granted to the archaeological seNice, these will be ringfenced by the Council for the express purp05e5 agreed with the Foundation. Section C ectives and activities The objecttsl of the CIO are.. To advance education for the public benefit in the subject of archaeology by means of grants, advocacy and advice to promote, support and improve the archaeological record of Suffolk. In particular but not exclusively, by directly or supporting others to engage in the recording, analysis and conservation of archaeology and archaeological objects to benefit and advance engagement with the local community in Suffolk. Thereby promoting and adding to the collective knowled e and understandin of Suffolk's historical ast for all. Summary of the objects of the charity set out in its governing document TAR March 2012
The SARF was founded and registered with the charity commission in January 2021. Since then and continuing into this financial year, the charity has focused on raising funds following a soft launch of the charity to the public. A small number of donations were received in this financial year tolalling.. £766. Summary of the main activities undertaken for the public benefit in relation to these objects linclude 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) nla You may choose lo include further statements, where relevant, about.. policy on grantmaking. policy programme related investment., contribution made by volunteers. TAR March 2012
Section D Achievements and performance During this financial year. the Trustees have focused on raising funds and the charity has received £766 in small donalions. No grants have been given by the charlÉy, as the Trustees are focussing on building funds before being able to administer grants. Summary of the main achievements of the charlty during the year TAR March 2012
Séctio'n E Financial review The Foundation does not have a reserves policy. Brief 5tstement of the charity's policy on reserves Details of any funds materially in deficit nla Further financial review details Ioptional information) The foundation's source of funds are from small donations from the public and gift aid. There has been no expenditure in this financial year except for bank fees. 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., 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{sl Full name{sl Position leg Secretary. Chair, etc) ri {* ffL#trlL/I I i rKJT6 Date Ib/iL/zJl+ TAR March 2012
CHARITY WMMISSION FOR ENGiANÉ> ANO WALES Suffolk Aha8010gll Rg¢oTdlng Foundation Receipts and payments accounts CC16a Forthe period frtsm 0110412023 3110312024 Section A Receipts and payments Unre5trictsd funds Restrl¢ted fund$ Endowment funds Total fund8 Last ygar to th• rthTrq8t to th nr•t£ to the nèare•tE tothe n••reBt£ tothe n•Jr•*t£ A1 Receipts Danations £72 ¢72 89 ÉfftAid 89 Intstyyton dep1 account Sub total(Gmss income forAR) A2 Asset and investment sales, l$ee tsblel. nla tota 766 A3Pa ments 8ank Charges 82 Sub total 82 A4 Asset and investrnent urchas85 so8 table nla Sub tolal 82 Nèt of r•e•lpts/fpaym•nts) AS Transfer5 bethen fund$ A6 Cash fvnd$ 1o$t year end Cash funds thls year end 2.420 3.103 2,420 3.103 Section B Ststement of assets and liabilities at the end of the period Unrestricted funds to neare4t£ Restrictsd funds to n•AMt£ Endowmèni fund5 to neareAt£ Cat8gorio D8tsi18 B1 Cash fund Dtsnabongand Gfft Ald 3.090 ank Int@at
Total cash funds 3,103 nrfsii Unrestrictod fund$ to n•arest e Restri¢ted fund8 endowment funds to ne4restE Dgtai15 Fund to whlch asx•t bèlon Oetsils Co¥t loptlonall kinal Fundto whl¢h asset belon Currènt value Onal Dets118 Costloptlonal} B4 Assets retained for the ¢harity'$ own use Fund to whlch lates Amountdue onal Whwtt onal Details B5 Liabllltlès Signed by one or hyo trustees on behalf of all the tnJstee5 Signature Print Narn8 Oate of roval ISI Izl74 IE EYe