## **Trustees’ Annual Report for the period** **From 6 April 2024 To 5 April 2025 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 inperson 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|| |---|---|---| |Policy on grant making|Para 1.38|**N/A**| |Policy on social investment
including program related
investment|Para 1.38|**N/A**| |||| **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 second 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 project to provide a warm space**
**over the winter, offering free educational**
**and entertainment events.**
**Implementing a significant grant-funded**
**project with GWR to record rail heritage**
**in the Devon area, including important**
**oral histories and collecting of**
**photographs from private collections.**
**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**
**Continuing to make a significant**
**contribution to the preservation of**
**heritage in our local area, and folklore**
**materials more widely.**
**Acting as a project partner on a HEFCE**
**funded national folklore initiative**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41| |---|---| |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 £1,373 and ended the year with a**
**surplus to carry forward of £6,552. It**
**successfully operated for the period of**
**the report on its turned over income of**
**£32,998 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|**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|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |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(if any)**| |---|---|---|---|---| ||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** 3.2.2026 ## **THE FOLKLORE LIBRARY AND ARCHIVE. Registered Charity No: 1203418 Charity Accounts 2024 - 2025** |**DATE**|**DESCRIPTION**|**CREDIT**|**DEBIT**|**TOTAL**|**RECEIPT/DOCUMENT REF**| |---|---|---|---|---|---| |6 April 2024|Opening balance|£1,373.37||£1,373.37|| |9 April 2024|GoFundMe donations (rental fundraiser)|£444.14||£1,817.51|25/001| |10 April 2024|GoFundMe donations (rental fundraiser)|£47.80||£1,865.31|25/002| |10 April 2024|GoFundMe donations (rental fundraiser)|£62.11||£1,927.42|25/003| |19 April 2024|Crediton Town Council grant|£1,000.00||£2,927.42|25/004| |26 April|GoFundMe donations (rental fundraiser)|£125.73||£3,053.15|Bank statement 005| |29 April 2024|GoFundMe donations (rental fundraiser)|£110.91||£3,164.06|Bank statement 006| |30 April 2024|Deposit and room rental May||£220.00|£2,944.06|Bank statement 007| |6 May 2024|Reimbursement for ebay purchase of SVHS player||£65.00|£2,879.06|25/008| |3 June 2024|Room rental June||£110.00|£2,769.06|Bank statement 009| |3 June 2024|Payment for Tony Gale Warm Winters talk||£100.00|£2,669.06|25/010| |12 June 2024|GoFundMe donations (rental fundraiser)|£14.31||£2,683.37|25/011| |19 June 2024|GoFundMe donations (rental fundraiser)|£33.73||£2,717.10|25/012| |26 June 2024|Purchase of furniture for Archive room||£180.00|£2,537.10|25/013| |3 July 2024|Business cards||£28.49|£2,508.61|25/014| |3 July 2024|Tickets for Oral History Society conference||£150.00|£2,358.61|25/015| |8 July 2024|Room rental July||£110.00|£2,248.61|Bank statement 016| |12 July 2024|Grant funding received for GWR Heritage Railway project|£25,000.00||£27,248.61|25/017| |15 July 2024|Reimbursement of expenses for Oral History conference||£352.14|£26,896.47|25/018| |18 July 2024|Reimbursement for GWR purchase Nomono capsule||£2,290.00|£24,606.47|25/019| |18 July 2024|Reimbursement for GWR purchase Talking Tiles||£59.95|£24,546.52|25/020| |29 July 2024|Reimbursement for GWR purchase Laminates and Velcro||£16.34|£24,530.18|25/021| |31 July 2024|MN GWR project salary July||£474.94|£24,055.24|25/022| |31 July 2024|TN GWR project salary July||£949.88|£23,105.36|25/023| |31 July 2024|IF GWR project salary July||£339.24|£22,766.12|Bank statement 024| |1 August 2024|Room rental August||£110.00|£22,656.12|Bank statement 025| |5 August 2024|Donation|£9.46||£22,665.58|Bank statement 026| |2 September 2024|IF GWR project salary August||£339.24|£22,326.34|25/027| **----- Start of picture text -----**
2 September 2024 MN GWR project salary August £474.94 £21,851.40 25/028
2 September 2024 TN GWR project salary August and expenses £1,023.68 £20,827.72 25/029
2 September 2024 Room rental September £110.00 £20,717.72 Bank statement 030
5 September 2024 Reimbursement for Cine Film digitising equipment £399.99 £20,317.73 25/031
30 September 2024 MN GWR project salary September and expenses £610.56 £19,707.17 25/032
30 September 2024 TN GWR project salary September and expenses £1,020.71 £18,686.46 25/033
9 October 2024 Room rental October £110.00 £18,576.46 Bank statement 034
9 October IF GWR project salary September and expenses £452.64 £18,123.82 25/035
28 October 2024 Income from Crediton Museum folk song evening £70.00 £18,193.82 25/036
31 October 2024 Eventbrite income James Wright talk £138.00 £18,331.82 25/037
6 November 2024 MN GWR project salary October and expenses £488.89 £17,842.93 25/038
6 November 2024 TN GWR project salary October and expenses £1,045.99 £16,796.94 25/039
6 November 2024 IF GWR project salary October and expenses £416.24 £16,380.70 25/040
6 November 2024 Room rental November £110.00 £16,270.70 Bank statement 041
20 November 2024 James Wright talk invoice £146.50 £16,124.20 Bank statement 042
2 December 2024 Room rental December £110.00 £16,014.20 Bank statement 043
2 December 2024 MN GWR project salary November and expenses £488.89 £15,525.31 25/044
4 December 2024 TN GWR project salary November and expenses £1,038.68 £14,486.63 25/045
4 December 2024 IF GWR project salary November and expenses £359.04 £14,127.59 25/046
6 December 2024 Payment received for Preservica from Reminiscence Project £2,304.00 £16,431.59 25/047
16 December 2024 Grant funding received for Warm Winters from MDDC £1,000.00 £17,431.59 25/048
29 December 2024 Payment to Preservica for 2025 archive provision £2,304.00 £15,127.59 25/049
2 January 2025 GoFundMe donations (rental fundraiser) £28.88 £15,156.47 Bank statement 050
5 January 2025 MN GWR project salary December and expenses £488.89 £14,667.58 25/051
5 January 2025 TN GWR project salary December and expenses £961.58 £13,706.00 25/052
5 January 2025 IF GWR project salary December and expenses £361.46 £13,344.54 Bank statement 053
5 January 2025 Room rental January £110.00 £13,234.54 Bank statement 054
24 January 2025 Table rental for Exeter History Book Day £20.00 £13,214.54 25/055
27 January 2025 Payment to Jim Causley for Warm Winter event £150.00 £13,064.54 25/056
27 January 2025 INV 2061 for staffing for Warm Winter events £100.00 £12,964.54 25/057
27 January 2025 GoFundMe donations (rental fundraiser) £346.54 £13,311.08 25/058
28 January 2025 GoFundMe donations (rental fundraiser) £437.78 £13,748.86 25/059
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29 January 2025 GoFundMe donations (rental fundraiser) £52.90 £13,801.76 25/060
29 January 2025 GoFundMe donations (rental fundraiser) £106.06 £13,907.82 25/061
30 January 2025 GoFundMe donations (rental fundraiser) £134.68 £14,042.50 25/062
4 February 2025 Room rental February £110.00 £13,932.50 Bank statement 063
4 February 2025 MN GWR project salary January and expenses £517.12 £13,415.38 25/064
4 February 2025 IF GWR project salary January and expenses £375.69 £13,039.69 Bank statement 065
4 February 2025 TN GWR project salary January and expenses £1,071.40 £11,968.29 25/066
7 February 2025 GoFundMe donations (rental fundraiser) £57.26 £12,025.55 Bank statement 067
7 February 2025 GoFundMe donations (rental fundraiser) £100.95 £12,126.50 Bank statement 068
5 March 2025 Payment to Crediton Museum for Warm Winter talk £50.00 £12,076.50 25/069
5 March 2025 Payment to William Mearns Warm Winter talk and staffing £100.00 £11,976.50 25/070
5 March 2025 INV 2066 for staffing for Warm Winter events £150.00 £11,826.50 25/071
5 March 2025 TN GWR project salary Febraury and expenses £994.93 £10,831.57 25/072
5 March 2025 MN GWR project salary February and expenses £551.89 £10,279.68 25/073
5 March 2025 Room rental March £110.00 £10,169.68 Bank statement 074
12 March 2025 IF GWR project salary February and expenses £415.74 £9,753.94 25/075
13 March 2025 Talking tiles £119.90 £9,634.04 25/076
17 March 2025 Stationery and batteries £100.72 £9,533.32 25/077
17 March 2025 Nomono cloud upgrade £2.01 £9,531.31 25/078
17 March 2025 Fee for Nomono £0.05 £9,531.26 25/078
17 March 2025 Archive boxes £148.68 £9,382.58 25/079
18 March 2025 iPad stand £124.56 £9,258.02 25/080
19 March 2025 Luggage tage for GWR project £5.75 £9,252.27 25/081
19 March 2025 Nomono cloud payment £21.67 £9,230.60 25/082
19 March 2025 Fee for Nomono £0.59 £9,230.01 25/082
20 March 2025 Donation box £14.49 £9,215.52 25/083
24 March 2025 GRIN Newsletter subscription £15.00 £9,200.52 25/084
28 March 2025 Libraries Unlimited payment for printing GWR project £150.00 £9,050.52 Bank statement 085
31 March 2025 Turning Tides catering GWR project £400.00 £8,650.52 Bank statement 086
31 March 2025 Libraries Unlimited GWR project £49.00 £8,601.52 25/087
31 March 2025 MN GWR project salary March and expenses £563.33 £8,038.19 25/088
31 March 2025 IF GWR project salary March and expenses £499.24 £7,538.95 Bank statement 089
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31 March 2025 TN GWR project salary March and expenses £986.44 £6,552.51 25/090
Total income £32,998.61
Total expenditure £26,446.10
Surplus reserves £6,552.51
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(HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Examlnerfs Report Report to the trustees The Folklore Library & Archive On accounts for the year ended 5 April 2025 Charity no lif any) | 1203418 Set out on pages I report lo the Iruslees on my examination of the accounts of the above charity l-lhe Trust") for the year ended 0510412025 Responsibilities and basis of report As Ihe charity's trustees. you are responsible for the preparation of Ihe accounts in accordan￿ wilh the requirements of the Charities Act 2011 I"Ihe Act-) I report in re5pecl of my examination of Ihe Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination. I have followed all the applicable Direclions given by the Charity Commission undef seciion 14515){bl of the Act. Independent I have completed my examination. I confirm Ihal no malerial mallers have examiner's statement come lo my alleniion in conneclion with the examination (other than that disclosed below ") which gives me cause lo believe that in. any material respect.. Ihe accounling records were not kept in accordance with section 130 of Ihe Charities Acl". or the accounts did not accord with Ihe accounting records.. or Ihe accounls did not comply with the applicable requirements concerning Ihe form and conlenl of accounts sel out In the Charities IAccounls and Reports) Regulations 2008 other than any requirement Ihal the accounts give a 'lrue and fair. view which is not a matter considered as part of an independent examination. I have no concerns and have come across no olher matters in connection wilh the examination lo which attention should be drawn In this report in order to enable a proper understanding of the accounts Its be reached. Please delele Ihe i¥ords in the brackets if Ihey do not apply. Signed: Oate.. .2.26 Name: 3£ID&tT C ILL4e)I Relevant professional I qualificationlsl or body lif any): , VL &E£fiA2y LFfNE Address: 6]JtyJ&s3 fvi Rc 8 Iw8Z rokl IER Oct 2018 Sectlon B Dlsclosure Only coiiiplele il 11)e exaiiiiner iieeus lo liigl)iiyl)I ri)