Charity Commission
Charity Commission Annual Return 2022
PALAEONTOGRAPHICAL SOCIETY
Charity registration number: 228372
Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2022.
Financial period
Financial period start date
01/01/2022
Financial period end date
31/12/2022
Income and spending
Income £
£30,607
Spending £
£25,601
Serious Incidents
For the period of this return, were there any serious incidents in your charity that have not been reported to the Charity Commission?
No
Fundraising - professional fundraiser
Did your charity raise funds from the public?
No
Grantmaking
Was grant making the main way your charity carried out its purposes?
No
Government contracts
During the financial period for this annual return, d, id the charity receive income from contracts (other than grant agreements) with central government or local authorities? No
Government grants
During the financial period for this annual return, did the charity receive income from grants from central government or local authorities?
No
Income from outside the UK
Did your charity receive income from outside the UK ?
No
Spending outside England & Wales
Did your charity operate outside England and Wales?
No
Trading subsidiaries
Did the charity have any subsidiaries?
No
Trustee payments
Did any of the trustees receive any remuneration, payments or benefits from the charity other than refunds of legitimate trustee expenses?
No
Did any of the trustees resign and then take up employment with the charity?
No
Employees' salaries
Did any of your charity's staff receive total employee benefits of £60,000 or more? Select No if your charity does not have any staff , or does not pay any staff.
No
For your highest paid member of staff only, what was the total value of their employee benefits?
(For example if your highest paid member of staff received £35,000 enter 35000). If you do not have any staff or did not pay any staff, enter 0 (zero)
£0
Volunteers
How many UK volunteers, excluding trustees, did the charity have during the financial period?
0
Financial controls
Did your charity review its internal financial controls?
No
Fundraising - commercial participator
Spending outside England & Wales
Spending outside England & Wales
Privacy statement
Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:
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you have consented to their release; or
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we are legally obliged to disclose them; or
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we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest.
We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:
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we can lawfully do so; and
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we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest
Information we collect about you
We will use this information:
To enable us to carry out our statutory functions and duties;
This will include the following actions:
(a) update, consolidate, and improve the accuracy of our records;
(b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement;
(c) data analysis, testing, research, statistical and survey purposes
Information we receive from other sources.
Information we receive from other sources
We may combine this information with information you give to us and information we collect about you.
We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).
We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.
The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals.
As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.
Please check back frequently to see any updates or changes to our privacy policy.
Declaration
Your role at the charity (select one): ⊠ Trustee
| Given names | ELSA |
|---|---|
| Family name | PANCIROLI |
| Telephone | 07790209252 |
| number | |
| ELSA.PANCIROLI@PALAEOSOC.ORG |
11/12/2023
Date submitted
It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.
Income and Expenditure Account for the Financial Year 2022 (ending 31/12/2022)
| Income (£) Members subscriptions1 Stocks and shares dividends "Hands on Palaeo" royalty CUP royalty Informa UK royalty Informa UK Editors Fund Informa UK Bursary Misc EBSCO payments Compensation from NatWest2 Refunded bank charges Returned 2017 R Owen award Expenditure (£) Annual Report printing & mailing Monograph typesetting3 E Forbes Prize R Owen Research Fund Palaeontographical Society medal SVPCA sponsorship 11th Intl. Symp. Cephalopods sponsorship Donation to Mary Anning Statue Appeal Donation to Rutland Ichthyosaur Dig AGM / Annual Address4 Council expenses5 Website expenses Balances carried forward at year start: Current A/C PayPal Income (see above): Balances carried forward at year end: Current A/C PayPal Expenditure (see above): Income over expenditure: |
2022 2021 2020 £2,584.53 £1,996.38 £2,219.71 £19,360.32 £9,406.67 £1,214.85 £189.95 - - £51.60 - - £6,296.35 £6,872.40 £5,643.49 £1,500.00 £1,500.00 £1,500.00 £500.00 - - £124.00 - - - £100.00 - - - £3.14 - - £700.00 |
|---|---|
| £30,606.75 £19,875.45 £11,281.19 2022 2021 2020 £200.18 £138.02 £104.17 £17,640.00 - - £250.00 £250.00 £250.00 £1,001.80 £1,000.00 £2,661.30 - - £29.34 £500.00 - - £500.00 - - - £1,050.00 - - £1,000.00 - £1,190.97 - - £1,006.26 £64.75 £549.16 £3,312.00 - £3,312.00 |
|
| £25,601.21 £3,502.77 £6,905.97 2022 2021 2020 £96,893.46 £82,027.16 £78,932.65 £14,243.44 £12,737.06 £11,456.35 £30,606.75 £19,875.45 £11,281.19 |
|
| £141,743.65 £114,639.67 £101,670.19 2022 2021 2020 £101,187.47 £96,893.46 £82,027.16 £14,954.97 £14,243.44 £12,737.06 £25,601.21 £3,502.77 £6,905.97 |
|
| £141,743.65 £114,639.67 £101,670.19 £5,005.54 £16,372.68 £4,375.22 |
Schedule of Investments and Income for 2022
| Wide Range 8262.755 units M&G Charifund 57797.805 units M&G Managed Growth Fund 868 units Shires Income PLC 50p ordinary shares 5920 units Securities Trust of Scotland Ordinary Shares SR Units 3126.21 COIF Charity, Invest Inc Total Investments Income from Bulman Fund (extracted from above account) 719.69 units M&G Charifund 639 units M&G Charifund |
Cost (£) Market Value (£) 2022 Income (£) £62,645.78 £121,422.84 £15,761.20 £1,187.70 £72,374.41 £1,349.12 £910.51 £2,261.14 £119.78 £655.27 £13,320.00 £433.64 |
|---|---|
| £65,399.26 £209,378.39 £17,663.74 £20,061.55 £56,818.55 £1,696.58 £85,460.81 £266,196.94 £19,360.32 £7,807.77 £10,578.24 £1,373.10 £748.91 £9,392.23 £1,219.15 |
|
| £8,556.68 £19,970.46 £2,592.25 |
I have examined the above account, have compared it with the vouchers, books and records presented to me, and find it to be correct.
Dr S.G. Molyneux, Examiner 19th April 2023
Notes:
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Subscriptions are accounted for in the year in which they are credited to the current account.
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NatWest paid a nominal sum into the account in recognition of an error on their part.
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After several years of typesetting by Taylor & Francis the Society took this over again in 2022.
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There was no AGM in 2020 and the 2021 AGM was a virtual event with no associated expense.
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The 2020 and 2021 values reflect reduced expenses during the pandemic.