Leicestershire Archaeological and Historical 1195000 Society Receipts and payments accounts CC16a For the period incorporation 30/04/2022 To from 17/05/2021
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Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
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Sub total (Gross income for
AR) - - - - -
A2 Asset and investment sales,
(see table).
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Sub total - - - - -
Total receipts - - - - -
A3 Payments
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Sub total [ - ] - - - -
A4 Asset and investment
purchases, (see table)
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Sub total [ - ] - - - -
Total payments - - - - -
Net of receipts/(payments) - - - - -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end - - - - -
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CCXX R1 accounts (SS)
24/01/2023
1
Section 8 Statement of assets and liabilities at the end of the period Catagorf 1 e*h J Inw•tsnwt itZJ
CHARITY COMMISSION I FOR ENGLAND AND WALES Trustees, Annual Report for the period: From 1710512021(incorporation) to 3010412022 (the end of the reporting period). Charity name: Leicestsrshire Archaeological and Historical Society. Charity registration number: 1195000 (Charitable Incorporated Organisation). Objectives and Activities SOFiP referenr Para1.17 Summary of the purposes of the charity as set out in its goveming document The Objec* of the CIO is to promote the study of history, archaeology, antiquities and architecture of the County of Leicestershire and to fumish suggestions for the preservation of all remains considered to be of value and importance. sour.. LAHS CIO Constitution ara3 Nla. The CIO was domiant for the period from 1710512021 (incorporation) to 3010412022. the end of the reporting period. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. statement Gonfirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.17 ar 1.19 Para 1.18 The trustees have had regard to the guidanr£ issued by the Charity Commission on public benefft. Additional infomiation loptional) You ma choose to include further statements where relevant about.. SORP ref8rence Para 1.38 Policy on grant making Para 1.38 Policy on social investrnent including program related investment Para 1.38 Contribution made by volunteers
other Achievements and Performance SORP refrrence Summary ofthe main achievements of the charity, identifying the difference the harity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Nla. The CIO was domiant for the period from 1710512021 (incorporation) to 3010412022. the end of the reporting period. Addltional infomiation (optional) You ma hoose to include further statements where relevant about". Achievements against objertives set Para 1.41 Perfonnance of fundraising activities against objectives set Para 1.41 Investment perfomiance against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the riod statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Para 1.21 Nla. The CIO was domiant for the period from 1710512021 (incorporation) to 3010412022. the end of the re ortin riod. Pata 1.22 Para 1.22 Para 1.22 Para 1.24 Para 1.23 Additional inforniation (optional) You ma choose to include further statements where relevant about". The charity's principal sources of funds (induding any fundraising) Pata 1.47 Inveslment policy and objectives induding any social investment policy adopted Parn 1.46 A description of the principal risks facing the charrty Pawa 1.46 Other
Structure, Governance and Management Description of charity's tnJsts-. Type of goveming document Para 1.25 Constitution Document- Foundation CIO. How is the charity constituted? Para 1.25 Charrtable Incorporated Ofganisation. Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 In seleding individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administralion of the CIO. Apart from Ihe first trustees, trustees are to be appointed for term of three years by a resolution passed at a property convened meeting of the charity trustees. Source.. LAHS CIO Constitution ara 10 Additional infomation (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees P8ra 1.51 The charity's organisational structure and any wider netsvork with which the charity works Para 1_51 Relationship with any related parties Par2 1.51 other
Reference and Administrative details Leicestershire Archaeol Charity name Other name the cha uses Re istered chari numL*r Charity's principal address ical and Historical Socie 1195000 The Guildhall Leicester LE15FQ Names of the charity trustees who manage the charity Trustee nam• Offie• (if any} Dates actsd If not for whole year Name of person lor body) enti to appoint trust¢• Ilf an Richard John Buckley Chair Appointed on incorporation for a two year period. Appointed on incorporation for a three year period. Appointed on incorporation for a three year period. Appointed on incorporation for a two year period. Appointed on incorporation for a one year period; 1710512021 to 1610512022. David Christopher John Howell Trustee Dr Yolanda Caroline Courtney Trustee Matthew Gillespie Beamish Trustee Aubrey William Stevenson Trustee rate trustees - names of the directors at the date the re Dire¢tar namg rtwasa roved None. Name of trustees holding title to property belonging to the charity Dates aciod rf not forwhol• ear Trustee me None.
Funds held as custodian trustees on behalf of others Description of the assets Nla held in this capacity Name and objects of the harity on whose behalf the assets are held and how this falls within the custodian harity's objects Details of arrangements for safe cuslody and segregation of such assets from the charity's own assets Additional infomiation (optional) Names and addresses of advisers (Optional infomiation) Type of Name Address adviser Name of chief executive or names of senlor staff members (Optional infomiation) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Nla. Other o tional inforniation Nla.
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) Positlon (eg Secretary. Chair, etc) James Buuer Secretary Date 11 January 2023