I CHARITY COMMISSION ! FOR ENGlhNn ANO WAIES Trust••s' Annual R•port fof th• p•rlod From 111 July 2024 To 30th Jun• 2025 Ch•rfty n•m•: Th• 8lmilnghim and wa￿lc1•h4r• Arch••ologlcil CIO C￿rfty r•9l•trallon numb•r.' 1201954 Objectiv•s ind Actlvlllo• &Jmm•ry ol tho Wrposes of ' Pw• i li the ehanty 85 S*1 oul In its goveming Oc￿me1)I THE 08JECTS OF THE SOClEfY ARE TO PROMOTE THE STUDY OF ARCMAEOLOGY ANO HISTORY AND THE PRESERVA TION, INVESTIGATION, excAVA TION ANO RESTORATION OF LOCAL ANTIQUITIES AND 8UILDINGS OF HISTORICAL INTEREST FOR THE PUBLIC BENEFIT. Th• S¢xi•ty produ¢•O th• l•t••t l••u• ol Its Tran$a¢tbons, wlth artlcl•• r•l•tlng to r•c•nt •r¢ha•ol¢)9lcal •nd hl*lorical r•s•arch in Blmiingham and w￿￿1¢￿$h1￿. Summary ol Ihe main activil*s in relat￿n to I purtx)ses lor the publi¢ benefil, in particular. the aclbwt￿s. projec15 or servie85 Jentsfied in the acc￿nIS. Stsiemeni confim)ing wthether Ihe Irusiees have had re9aid lo the guvjar ued by Chanly CommisSWI on publ benefit P••117v P*•ll1 Th• Trustees confinn that th•y hav• h f•9ard lo th• guldanc• l•su•d by th• Charity Commls*lon on publlc b•noli( wh•r• •ppllcabl•. wh•n ¢arrying Out th•lr dut1•8 during lh• r•portlng p•rlod. Addltlond infomiatlon loptlonall Y￿￿rna chcose to include further stalemenls vthere rèle¥anl at#)ul' Thè Birmingham and Warwickshir• Archaeologl¢al CIO did not mak• any 9r•n¢s during the r•poning p•riod P¥Jy granl making Pw413B Pw•lJ8 Pol¢y on Inveslw*nt Inclutjing PfO9ram reiqie(I inve3tm?nt Pw•130 Coniiibution mad* by vdunleors Achl•v•m•nl• •nd P•florni•nc• P￿￿h1￿¥ •nd dl•irtknrtlon ol Tr•n••ckn Vol I Inlwm•tlon lopiion•ll m•y c*<•x• io Indude lunhor stalemenls 4where ielevanl atK)ut Pn141 P￿74• Financlal R•vlew Review ol th& charity's Iinanci81 p05ilion al Ihe eThJ ol Ihe p8nod Pw•121 i Foll￿1￿9 tr&n•lllon to CIO and th• as•o¢lai•d adffllnlstratlv• ¢o•ts, lh• I Sod•ty l• now In • ￿•1￿• fln￿￿1•1 pos11ion. . l R•••r¥•• •r• ¢urr•ntty h•ld wllh • to r•4nv•stSng. In Iln• wlth th• So¢l•ty'• I In¥••tm•nt and res*r¥es oll Statement explaining the policy for hokling roseryes slatirig wh> Ihey are held Amount ol r•sems hekj F¢oasons f¢x hthJ4r#J iefo reserve Details ol fund maierially In Explanation ol any uncertainties Jboul Ihe thanty continuing a5 a png Cem Pw•122 INIA IWA Addltlonal Inlorni•llon loptionall You maL¢hoose Io Include lurther statsments wheTg relevant atKJth' The charily s pnnupal sources ol funds lincluding any fundraisirKJl P¥•147 Inveslment policy and objeclTrios including any s￿81 invgslment polty a(W8d A descripbon ol thfj prinapa risks lacing Ihe tharity Pw•i Structure. Gov•rn•nc• ind M8n•g•m•nl InJ>lJ Con•tilullon kni cm) Tru$i•e g•IKlw i)￿th(￿J1 *c1thlrfw O•t•AJ ol •ny Pw•i24 El•ellon •t AGM, or.. C04Jpllng by th• Tru•l••• &4OdW Inlomi•tlon loptlon•ll Vcw 'i'.41 ')INIKI' Io bl'i 11111, fuilher 518lernents Whe￿ relevant abovl •&y*•J f(x tr* Inducuon ènd tr•rtry ol trusiees Pw•i 51 ch•nty's 0r9antsat￿naI P¥*151 any f•lated P&MISI Ref•r•nce and Admlnlstraiive d•talls Ctwily nam Orhof name the charit F¢eyisleTed charrty niimter Charily'$ a(h$r￿S The 8irmiiighdm and WarwKk5hKe knnaeokniical CIO The Birmtngham and WarwKk3hire AiCnae0￿ical s￿￿elY 12U1954 9 Margaigi Styo 8irmingh•m 83 38S Nam•1 ol th• charlty tru•t••• who man•g• th• charlty Ttu•t•• nam• DAf•* aetsd If hoi ior ¥¥hol• Ohlc•111 anyl Serrplaiy Pfe8ldenl Il•m• tiip•rnon lor b¢dyl •nllll•d to ippolni iiu•to0 lil •nyl MArk Roberts Philip Henry Chapman R05em8ry Annè Mayer 4 Dr JAson 8e9ley Jacob Sireaffeild- James TfU8100 TnJ•loe Tr88sumr Glenn Rose Chiislopher James Patnek 8 Paul Tucker TTUSt Trus188 Truslee 10 12 14 15 16 18 19 20 Corp_orate tWSlees- narnes ol the directors al lh8 dale the report was approved Dlr•etor N•m• Name ol Iru5tees holding lille io properly bglon9ing Io Ihe charity Tru#t•¢ n•rn• 04tM i¢t•d 11 not l•1 whoKi y••r Funds h•ld as cuytodlan tru8leeo on behalf of othors Desciiiilioii lil Ilie ass018 h8ld Iii ihls e4pHc.Ily NIA Namè ènd Ot￿￿8 01 lh• rhanty on t)ehAII lh• 8S8els gre hèld 81)d Ihly loll< wlhin the cuslodkon ch•rlty S Ot4•LXB NIA DeiailA of arran9wnenls liy fe cusl(xJy #ixl •e9reg•t￿l o15uch a•MI8 frrrfn Ihe charity's own a$sets NIA Addltion•l Infomi•tion Iopiiono11 N•m•s •nd addf•SSeS of advli•r8 Ioptlonal Inform•tlonl Typ• of N•rno Address N•m• ol chief •xe¢utlv• or nJm•¥ of Sonlor siaff mèmbers Iopllonal Inforniatlonl Ex•mptions from dlsclosure RO￿On for non-ditrclosure ol k￿9 Lgrsonnel dplails Other optional Informatlon Declarations Th• tru•t••• dKl•r• Ih•t th•y h•￿ •pprov•d th• tru•t•••' r•port •bov•. SlgD•d on b•h•ll ol ih• ch•rlty'• tru•l••8 Full n•m•lil .)l(Do £rtE•ftSaL).) Po•ltSon l•9 S•cr•t•ry, Chalr. •lcl TQ4SUltL D•t• |**Sum of Amount (GBP)**|**Column Labels**||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---| ||**2024**||**2024 Total**||**2025**||||**2025 Total**||**Grand Total**| ||**Qtr3**|**Qtr4**|||**Qtr1**||**Qtr2**||||| |**Row Labels**|||||||||||| |**Expenditure**||**(£482.99)**||**(£482.99)**||**(£2,462.00)**||**(£1,082.46)**||**(£3,544.46)**|**(£4,027.45)**| |Admin Support
Publication Costs
Trustees Insurance
Website
**Income**||(£100.00)
(£264.00)
(£118.99)
**£2,593.79**
**£913.59**||(£100.00)
(£264.00)
(£118.99)
**£3,507.38**||(£2,462.00)
**£443.92**||(£600.00)
(£482.46)
**£2,135.40**||(£600.00)
(£2,944.46)
**£2,579.32**|(£700.00)
(£2,944.46)
(£264.00)
(£118.99)
**£6,086.70**| |Family Subs
Individual Subs
Institutional Subs
Interest
Publishers Licensing Service
NSI Income Bonds||£60.00
£30.00
£719.00
£20.00
£600.00
£330.00
£6.37
£206.77
£1,010.30
£132.83
£198.12
£193.99||£90.00
£739.00
£930.00
£213.14
£1,143.13
£392.11||£0.27
£271.95
£171.70||£561.52
£1,409.53
£164.35||£561.79
£1,681.48
£336.05|£90.00
£739.00
£930.00
£774.93
£2,824.61
£728.16| |**Grand Total**||**£2,110.80**
**£913.59**||**£3,024.39**||**(£2,018.08)**||**£1,052.94**||**(£965.14)**|**£2,059.25**|