Trustees’ Annual Report for the period
From 6 April 2023 To 5 April 2024
Charity name: The Folklore Library and Archive
Charity registration number: 1203418
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance education for the public benefit by establishing and maintaining a folklore library and archive, to collect, preserve and make available for the future folklore-related materials for the benefit of research and public interest, contribute to the preservation and conservation of diverse folklore heritage materials for the public good and to increase accessibility to folklore and heritage materials for the benefit of the public. |
| 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 |
To maintain library and archives, accessible for public benefit To run projects related to the preservation of folklore and heritage, through internal funding or by grant application To stage lectures, performances and other events relating to folklore, both in- person or online, to raise funds for the charity to continue its work |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38
Policy on social investment including program related investment N/A Para 1.38 Contribution made by volunteers N/A 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 | In the first year of operation since registration, the charity has undertaken a number of activities which benefit the public educationally and through wellbeing and inclusion. Some of these include: Implementing a local authority grant funded to project to collect and preserve photographs of historical and heritage interest Implementing a significant programme of free events, funded by grant donation from the National Grid as part of the warm space initiative. Running volunteer-led research projects surrounding folk arts Partnering with local organisations to co-host in-person events A programme of digitisation to make holdings available without the barrier of geography Implementing indexing of document holdings though volunteer contribution |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
| Performance of fundraising activities against objectives set |
Para 1.41 | |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity started the financial period with nothing at incorporation and ended the year with a small surplus to carry forward of £1,373. It successfully operated for the period of the report on its turned over income of £7,216 to fulfil its constitutional objective |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The end of year surplus finances are carried forward to the next financial year to provide initial operating costs to fulfil requirements to pay due bills. The charity is not yet established enough to hold reserves outside of year-to-year operation |
| Amount of reserves held | Para 1.22 | 0 |
| Reasons for holding zero reserves |
Para 1.22 | The charity is not yet established enough to be able to hold money in reserve |
| Details of fund materially in deficit |
Para 1.24 | No fund in deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties about the charity continuing as a going concern at the time of filing this report |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
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 | Charitable Incorporated Organisation whose only voting members are its charity trustees |
| 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 | Initial trustees are still in post from the time of incorporation. Further trustees will be appointed through invitation by the current trustee board |
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 charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Folklore Library and Archive |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1203418 |
| Charity’s principal address | c/o Crediton Library Belle Parade Crediton Devon EX17 2AA |
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 |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Dr Paul Cowdell | Chair of Trustees | |||
| Miss AmyBoucher | ||||
| Dr Peter Hewitt | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Paul Cowdell
Full name(s) DR PAUL COWDELL
Position (eg Secretary, Chair Chair, etc)
Date
3.2.2025
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FOLKLORE LIBRARY AND ARCHIVE ACCOUNTS 2023-2024
DATE DESCRIPTION CREDIT DEBIT TOTAL
24 July 2023 Opening balance £0.00 £0.00
24 July 2023 PayPal credit for opening account £0.01 £0.01
24 July 2023 Friends group subscriptions £20.00 £20.01
2 August 2023 Building Communities grant payment £953.00 £973.01
21 August 2023 Purchase of iPad for Building Communities grant project £150.00 £823.01
23 August 2023 Purchase of slide scanner for Building Communities £239.00 £584.01
29 August 2023 Donations £10.00 £594.01
21 September 2023 Income via EventBrite - Jim Causley concert £186.36 £780.37
25 September 2023 Cash deposit - ticket income from Jim Causley concert £170.00 £950.37
25 September 2023 Performer payment - Jim Causley concert £98.91 £851.46
25 September 2023 Performer payment - Jim Causley concert £98.91 £752.55
25 September 2023 Card payments - tickets for Jim Causley concert £39.28 £791.83
17 October 2023 Purchase of exhibition boards for Building Communities £188.99 £602.84
24 November 2023 Invoice to Libraries Unlimited for provision of Preservica access £1,920.00 £2,522.84
8 December 2023 Grant payment from National Grid, Warm Spaces £3,341.00 £5,863.84
12 December 2023 Friends group subscription £10.00 £5,873.84
12 December 2023 DA Christmas event cash ticket income £230.00 £6,103.84
15 December 2023 Friends group subscription Arnopp £10.00 £6,113.84
18 December 2023 DA Christmas event card ticket sales less card fees £126.85 £6,240.69
18 December 2023 50% profit share of Christmas Event to Devonshire Association £178.42 £6,062.27
20 December 2023 Payment of Preservica upgrade to 31 Oct 2024 £1,920.00 £4,142.27
2 January 2024 Payment Warm Winters staffing admin and building staffing 2023 £200.00 £3,942.27
2 January 2024 Room Hire Warm Winters Invoice 117107 £19.40 £3,922.87
5 January 2024 Train tickets - Johnny Mains, event 19 January £22.30 £3,900.57
5 January 2024 Hotel Room - Johnny Mains, event 19 January £75.00 £3,825.57
15 January 2024 Payment Warm Winters staffing admin and building staffing 2024 £100.00 £3,725.57
15 January 2024 Warm Winters talk - Ashley Thorpe. Inv No 379 £100.00 £3,625.57
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24 January 2024 Payment Warm Winters staffing admin and building staffing 2025 £100.00 £3,525.57
6 February 2024 Payment Warm Winters staffing admin and building staffing 2027 £100.00 £3,425.57
6 February 2024 Payment Warm Winters staffing Alison Littlejohn Harp event £50.00 £3,375.57
6 February 2024 Payment Warm Winters admin for Harp event 2028 £50.00 £3,325.57
12 February 2024 Warm Winters concert - Paul Wilson £100.00 £3,225.57
12 February 2024 Payment Warm Winters staffing admin and building staffing 2029 £100.00 £3,125.57
14 February 2024 Warm Winters concert - EJ Baldry £100.00 £3,025.57
14 February 2024 Warm Winters event - Character Creation Roleplaying £100.00 £2,925.57
19 February 2024 Payment Warm Winters staffing Alison Littlejohn film screening £46.87 £2,878.70
4 March 2024 Payment Warm Winters staffing admin and building staffing 2032 £303.13 £2,575.57
4 March 2024 Payment Warn Winters staffing Beth Vaughan for Lisa Schneidau £50.00 £2,525.57
4 March 2024 Warm Winters performance - Lisa Schneidau £150.00 £2,375.57
4 March 2024 Warm Winters concert Jim Causley inv TFLAP01 £200.00 £2,175.57
4 March 2024 Room hire for Warm Winters Libraries Unlimited Inv 11789 £252.20 £1,923.37
18 March 2024 Warm Winters talk Emma Laws £50.00 £1,873.37
18 March 2024 Warm Winters talk Kristy Turner £100.00 £1,773.37
18 March 2024 Payment Warm Winters staffing 2033 £200.00 £1,573.37
25 March 2024 Payment Warm Winters staffing 2034 £100.00 £1,473.37
25 March 2024 Warm Winters talk Tracey Norman £100.00 £1,373.37
25 March 2024 Refreshment money donations - Warm Winters £200.00 £1,573.37
4 April 2024 Warm Winters talk Emma Cunis £100.00 £1,473.37
4 April 2024 Payment Warm Winters staffing 2037 £100.00 £1,373.37
Total income £7,216.50
Total expenditure £5,843.13
Annual surplus / deficit £1,373.37
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