## **Trustees’ Annual Report for the period** **From 03 October 2023 To 31 December 2024** ## **Charity name: The Betjeman Society** ## **Charity registration number: 1205030** ## **Objectives and Activities** SORP reference Summary of the purposes of Para 1.17 the charity as set out in its governing document Summary of the main Para 1.17 and 1.19 activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confirming Para 1.18 whether 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|Not Applicable| |Policy on social investment
including program related
investment|Para 1.38|Not Applicable| |Contribution made by
volunteers|Para 1.38|Not Applicable| |Other||Not Applicable| ## **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|| ## **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|No objective set| |Investment performance
against objectives|Para 1.41|No objective set| |Other||Not applicable| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Income: £11,179
Expenditure: £9,395
Total funds: £26,570| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserve fund from legacy held for major
projects such as curation of document
archive held by the society| |Amount of reserves held|Para 1.22|£11,000| |Reasons for holding zero
reserves|Para 1.22|Not applicable| |Details of fund materially in
deficit|Para 1.24|Not Applicable| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Not Applicable| ## **Additional information (optional)** |**Additional information (optional)**|**Additional information (optional)**|**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|Members’ annual subscriptions| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|No investment policy| |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|| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|charitable incorporated
organisation| |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|| ## **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 Betjeman Society| |---|---| |Other name the charity uses|Not applicable| |Registered charity number|1205030| |Charity’s principal address|| ||| **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)**| |---|---|---|---|---| ||Steve Jackson|Chair||| ||Andrew McCallum|Vice-Chair||| ||Colin Manson|Treasurer||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name Not Applicable** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**Not applicable**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not Applicable safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and**|**addresses of advisers (Optional information)**|**addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**|**Name**
**Address**|| |||Not Applicable| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** Not applicable ## **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)** **Full name(s)** **Position (eg Secretary, Chair, etc)** **Date** The Betjeman Society Chartty Number. 1205030 The Betjeman Society Annual Accounts For The Year Ending 31 December 2024 The Betjeman Soc Charity Number: 1205030 ACCOUNTANTS REPORT We have prepared these accounts. without audit, from the records and infom)ation supplied J. Hurnphry Associates Ltd 27 May 2025 The Betiernan S(Kiety Charrty Number.. 1205030 Inde endent Examiner's Re ort to the Trustees of The Bet'eman Societ I report to the charity trustees on my exarninotion of the occounts of the chorityfor the yeor ended 31 December 2024. Responsibilities and basis of report As the charl￿$ trustees you ore responsiblefvr the preporotion of the occounts in accordonce with the requirements of the Charities Art2011 { theAcYJ. I report in respect of my exomination ol the choritrfs occounts corried out under Section 145 of the Act and in carrying out rny exominotion i hovefollowed all the applicable Direttions given by the Charity Commission undersertion 145(5)(b) of the Art. Independent examiner's statement Charities WAth gross income exceeding £25,(KIO must be examined by t7 member of a body listed in section 145 of the Art. I confirm that l am qual￿Ned to undertoke the exufninotion because l am a member of the As50ClOtion of Accounting Technici(Jns. whAch is one of the listed bodies. The 8etjeman Society hus voluntorily requested on exominerfs report. I h(Jve completed my exominotion. I confirm thot no moteriol motters hove come to my ottention in connertion with the examAnution giving me cause to believe thatin any materi(Jl respect.. accounting records were not kept in respertof the chorityos required bysertion 130 of theArt." or the accounts do not accord with those records,. or the accounts do not comply wtth the opplicable requirements concerning theform andcontent of accounts set out in the Chorities (Accounts and Reports) Regulotion5 2008 other than uny requirement thot the accounts give o true andfoir Vie￿ which is not o motter considered os partof un independent examinotion. I have no concerns and hove come across no other Motte￿ in connertion with the exomNnotion to which (Jttention should be drawn to this report in order to enoble a proper under5tondin9 of the occounts to be reuched. James Piper FMAATIThFL48 J HumphryAssociates Ltd Ila The Green Stubbington P014 2JG Dated 09 September 2024 ',￿￿1 J o&n¢ ocn¢ CO ￿ LO n 05 r4 LDO Ln O Ln om (o Ln r4 ty Eri r4m r4m The Betieman Soc Charity Number. 1205030 Balance Sheet Notes 2024 2023 Fixed Assets Tangible 2.680 Total Fixed Assets 2.680 Current A55ets Stock HSBC Current HSBC Deposit Paypal 371 3.505 19,845 169 Current ￿abIlItieS Total Current Assets 26,570 abilities Creditors.. more than one year Total Net Assets and Liabi15ties 26,570 Represented by General Fund: Unrestricted Funds Designated Funds Restricted Funds 15.570 11,000 Total Fund 26.570 Closing Balance 26.570 The Finonciol Statements were opproved by The 8etjemon Society by.. N(7me.' Dote.. The Bety"eman Society Charoy Number. 1205030 Notes to the Financial Statements Accounting policies Basis of finanual statements The financial statements have been prepared under in accordance WTth Accounting and Reporting by Charities- Ststement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Stsndard applicable in the UK IFRS 1021 las updated through Update Bulletin I published on 2 February 2016 and bulletin 2 published 5 October 20181, the financial reporting standard applicable in UK and Republic of Ireland IFRS 1021, the Charities Act 2011 and UK generally accepted practice (UK GAAPI. The financial statements have been prepared under the historical cost convention except for the valuation of investment assets, which are shown at market value. The financial statements include all transactions, assets, and liabilities for which The Betjeman Society is responsible in law. They do not include the accounts of any connected entty that have their filing requirements. The accounts have been prepared in GBP. which is the functional currency for the charity and rounded to the nearest whole £. Fund accounting Unrestricted funds are general funds which can be used for the Chari￿5 ordinary purposes. Designated funds are general funds set aside by The Betjeman Society for use in the future. Project funds are designated *or particular projects for administration purposes only. Restricted funds represent lal income from trusts of endowments which may be expended onlyon those restricted objects provided in the terms of the trust of bequest. and Ibl donations or grants received for a specific object or invited by the charity for a specific objert. The funds may only be spent on the specific object for which they were given. Any balance remaining unspent at the year- end must be carried forward as a balan￿ on that fund. The restricted funds are Fnade from the following.. Mr and Mrs J Heald Bequest- £ll.O(M) Incoming resources Income is recognised on an accrual basis allowing for timing differences that may occur in the provision of nornial charitable activity, trading, and govemance. Resources expended Resources expended are calculated on an accrual basis allowing for timing differences that may occur in the provision of normal charitable artivity. tradin& and governance. The Betjeman Society (harty Number.. 1205030 l. Incoming Resources Unrestritted Designated Restricted Total 2024 Total 2023 1.1 Subscri tions Member Subscriptions 5.800 5.800 Total Subscriptions 5,800 1.2 Donations Donations 2,735 2,735 Total donation 2.735 2,735 1.3 Sund Income Income from Events Sale of Publications Rebates Bank Interest 1,660 136 481 367 1.660 136 481 367 Total Sundry Income Total Income resources 11,179 11.179 2. Resources Expended Unrestricted Designoted Restricted Totol 2024 Totol 2023 2.1 Socie Costs Misc, Printin& Postage and 3.143 Stationery Costs of the Benjemanian Archive Costs Council Expenses Public Liability Insurance Total Society costs 3,143 849 842 517 394 5.745 517 394 5,745 2.2 Events Event Costs Total Events costs 2,629 2.629 2,629 2,629 2.3 Sund Donations Costs of Newsletter Software Support Sundry Expenses 2QX) 137 72 99 200 137 72 99 The Betieman Society u￿rity Number.. 1205030 Subscription HSBC Charges Paypal Charges Depreciation Totsl Sundry 30 54 34 395 1,021 30 54 34 395 1,021 3.1 Fixed Assets No new fixed assets that were purchased in the year. The fixed asset register is as follows- JB Line JB portrait JB Macquette Drawing Other Totsl Cost b/f 1,160.00 1.550.00 365.00 3,075.00 Additions DisFiosals Cost clf 1.160.00 1,550.IK) 365.00 3,075.00 Depn b/f disposals Charge for year 350.(K) 45.00 395.00 Depn c/f 350.CM) 45. 395.00 NBVb/f 1,160.00 1.550.00 365.00 3.075.00 NBVclf 1,160.00 1,200.00 320.00 2.680.00 The Bwiemart Society Char5ty NumbÈr. 1205030 SimplifiedAccounts.' YE 310ecember 24 YE 31 December2023 Income Members Subscription Income From General Events Donations Received Publications and Merch Rebates Bank Interest Total Income 5,800 1,660 2.736 136 481 367 11.179 Expenditure Misc, Printing (Jnd Stationery Events Newsletters Archive Storuge Costs of the Benjemonion Council Expenses Insurance Software Support Donations Subscriptions Bank Charges Poypal Charges Sundry Deprecioiton 3,143 2.629 157 517 394 72 30 54 34 99 395 9,395 Surplus/ldeficit)fvr the yeor 1.784