## **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
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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 **----- Start of picture text -----**
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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