## **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|**See**htps://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