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2024-04-01-accounts

Trustees’ Annual Report for the period

From 2023 Period start date To 2024 Charity name: Adfer Hanes Cymru Charity registration number: 1199703

Period end date

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 To advance the education for the public
benefit in archaeology and history, in
particular the archaeological and
historical heritage of Cymru/Wales
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.
Para 1.17 and
1.19
Two online meeting, and adhoc phone contact
and emails regarding charity matters
Establishing a charity is our current aim based on
our constitution. We have had four major
physical donations to date:
A Victorian Gorse Grinder from a trustee
Documents regarding a landed estate in
Cymru/Wales from a trustee
Currently establishing transferring a landhold of
an archaeological site via two of the trustees to
the charity. This needs legal input and may take
time
A Second World War Lookout tower donated by
ABP, held currently by a farmer to be transferred
to us soon
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 0

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference 0 Para 1.38 Policy on grant making

0 Para 1.38 Policy on social investment including program related investment 0 Para 1.38 Contribution made by volunteers 0 Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 Establishing a charity is our current aim
based on our constitution. We have had
four major physical donations to date:
A Victorian Gorse Grinder from a trustee
Documents regarding a landed estate in
Cymru/Wales from a trustee
Currently establishing transferring a
landhold via two of the trustees to the
charity. This needs legal input and may
take time
A Second World War Lookout tower
donated by ABP, held currently by a
farmer to be transferred to us soon

Additional information (optional) You may choose to include further statements where relevant about:

General establishing the foundation of the charity Achievements against Para 1.41 objectives set 0 Performance of fundraising activities against objectives Para 1.41 set 0

Investment performance Para 1.41 against objectives 0 Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 0

Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 0

Amount of reserves held
Para 1.22 0
Reasons for holding zero
reserves
Para 1.22 We had not started fundraising until the
financial period ended
Details of fund materially in
deficit
Para 1.24 0
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 0
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 Will be via donations at present.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 0
A description of the principal
risks facing the charity
Para 1.46 0
Other 0

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Foundation Constitution (CIO)

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 11 Eligibility for trusteeship
11.1 Every charity trustee must be a natural
person.
11.2 No individual may be appointed as a
charity trustee of the CIO:
11.2.1 if he or she is under the age of 16
years; or
11.2.2 if he or she would automatically
cease to hold office under the provisions
of clause 16.
11.3 No one is entitled to act as a charity
trustee whether on appointment or on
any re-appointment until he or she has
expressly acknowledged, in whatever
way the charity trustees decide, his or her
acceptance of the office of charity
trustee.
11.4 At least one of the trustees of the
CIO must be 18 years of age or over. If
there is no trustee aged at least 18 years,
the remaining trustees may only act to
call a meeting of the charity trustees, or
appoint a new charity trustee.

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction and
training of trustees
Para 1.51 The two meetings that we have held, we
have begun the process of asking
individuals if they would like to join Adfer
Hanes Cymru as a Trustee
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51 0
Relationship with any related
parties
Para 1.51 0

0 Other

Reference and Administrative details

Charity name Adfer Hanes Cymru
Other name the charity uses

Registered charity number
1199703
Charity’s principal address 1 Canon Street
Y Barri
Bro Morgannwg
CF62 7BB

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Dates acted if not for whole
year
Nam
e of
pers
on
(or
bod
y)
entit
led
to
app
oint
trust
ee
(if
any)
Chairman Karl-James Langford
FS
ASc
ot
Michelle Harrhy
Peter Presford
DelroyOwen
Thomas Savery

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

0

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year Date appointed

Funds held as custodian trustees on behalf of others

Description of the assets
held in this capacity
0
Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects
0
Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets
0

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
0
Name of chief executive or names of senior staff members (Optional information)
0

Exemptions from disclosure

Reason for non-disclosure of key personnel details

0

Other optional information

We are establishing ourselves, operationally. Very limited return information

Declarations

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

Signed on behalf of the charity’s trustees
Signature(s) Karl-James
Langford FSAScot
Full name(s) Karl-James
Langford FSAScot
Position (eg Secretary,
Chair, etc)
Chairman
Date 30/11/2024
Signed on behalf of the charity’s trustees
Signature(s) Karl-James
Langford FSAScot
Full name(s) Karl-James
Langford FSAScot
Position (eg Secretary,
Chair, etc)
Chairman
Date 30/11/2024
Signed on behalf of the charity’s trustees
Signature(s) Karl-James
Langford FSAScot
Full name(s) Karl-James
Langford FSAScot
Position (eg Secretary,
Chair, etc)
Chairman
Date 30/11/2024
Signed on behalf of the charity’s trustees
Signature(s) Karl-James
Langford FSAScot
Full name(s) Karl-James
Langford FSAScot
Position (eg Secretary,
Chair, etc)
Chairman
Date 30/11/2024
Signed on behalf of the charity’s trustees
Signature(s) Karl-James
Langford FSAScot
Full name(s) Karl-James
Langford FSAScot
Position (eg Secretary,
Chair, etc)
Chairman
Date 30/11/2024
Karl-James Langford FSAScot
Chairman
30/11/2024
Chairman