Trustees’ Annual Report for the period
From 1[st] Jan 2025 Period start date To 31[st] Dec 2025 Period end date Charity name: Oxfordshire Architectural and Historical Society Charity registration number:259055
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 AND TO PROMOTE RESEARCH INTO AND STUDY OF ARCHAEOLOGY, ARCHITECTURE AND HISTORY AND KINDRED SUBJECTS, ESPECIALLY IN THEIR RELATION TO ONE ANOTHER; TO MAKE AVAILABLE TO THE PUBLIC THE RESULTS OF SUCH RESEARCH THROUGH LECTURE MEETINGS AND AN ANNUAL JOURNAL, OXONIENSIA, CONTAINING PAPERS AND ARTICLES AND OTHER ITEMS OF LOCAL ARCHAEOLOGICAL OR HISTORICAL INTEREST. |
| 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 |
Publication of the journal OXONIENSIA. Publication of occasional papers. A series of public lectures are held each year. A series of excursions to sites of architectural and historical interest. The maintenance of a reference library. Grant aid is made available for relevant research projects. |
| 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 this guidance. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Seehtps://oahs.org.uk/ |
| Policy on social investment including program related |
Para 1.38 | The social investment is in terms of public lectures, excursions and grant aid |
| investment | ||
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | Unpaid committee members and helpers at events |
| 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 | The charity is a prime source of information for the public on the architecture and history of Oxfordshire. It provides monthly lectures on relevant topics which the public are encouraged to attend without payment. It provides grant aid for relevant research and dissemination projects that enhance the information available on Oxfordshire’s history and architecture. The annual journal is a vehicle for the dissemination of research activity and this is ultimately available free on line for the public. |
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 assets of the charity at 31st Dec 2023 were £144,981 This is a strong financial position given the charity’s size and activities. The assets are held in a number of bank accounts and in Charitable equity funds. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are necessary both to provide a necessary source of income from investment and as a buffer against variation in operating costs. |
| Amount of reserves held | Para 1.22 | £157047 |
| 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 | No reason why the charity should not continue as a going concern |
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 |
Membership fees, donations and dividends on investment |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The investment policy is to hold a secure reserve in Barclays Bank, with the remainder in charitable funds. |
| A description of the principal risks facing the charity |
Para 1.46 | Inflationary increases in expenditure especially with regard to the publication of the OXONIENSIA journal. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
Single trust. Oxfordshire Architectural and Historical Society |
|
|---|---|---|
| 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 | Unincorporated association |
| 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 | AGM Election |
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 | Oxfordshire Architectural and Historical Society |
|---|---|
| Other name the charity uses | OAHS |
| Registered charity number | 259055 |
| Charity’s principal address | C/o Dr J R Crabtree 32 Victoria Road Oxford OX2 7QD |
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) |
|---|---|---|---|---|
| GeoffreyTyack | President | Election byAGM | ||
| Jill Hind | Secretary | Election byAGM | ||
| Bob Crabtree | Treasurer | Election byAGM | ||
– 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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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) Full name(s) DR John Robert Crabtree
Position (eg Secretary, Treasurer Chair, etc)
Date 06/04/2026
8 ¥ 11 8 8 8 8*
Independent examirier's report to the trurtees of the Oxfordshlre Arthltectural and Hlstorlcal Socioty for the ye¥r ended 31" December 2025. I report to the charlty trustee5 on my examination of the account5 of the OMford$hlre Archltectur•l nd Hlstorlial Soclety for the year ended 31 December 2025. Re5ponslbllltles and basls of report As the charity trustees of the Trust, you are responsible for the preparatlon of the accounts in accordance wlth the requirements of the Charltles Act 20111'the Act'l. I report in respect of my examlnation of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Direction5 Blven bv the Charlty Commi55ion under sectlon 145151 Ibl of the Act. Independent emamlner's statement I have completed my examination. I conflrm that no materlal matters havo come to mv attentlon in connection with the examlnètlon glvlng me cause to believe that In any material respect.. accountlng record5 were not kept In respect of the Trust a5 required by section 130 of the Act,. or 2. the accotsnlS do not accord wlth those records. or 3. the accounts do not comply with the appllcable requlrements concerning the form and content of accounts Set out In the Charities (Accounts and Reportsl Regulations 2008 other than any requirement that the accounts 8lve a true and falr view which is not a matter con51dered a5 part of an Independent examination. I confirm that there are no other matters to which your attention should be drawn to enable pei understandlng of the accounts to be reached. ore FCA Chapman Robinson and Moore Limited 30 Bankside Court Stationflelds Kidlin8ton Oxford OX5 IJE Date 3151 March 2026