Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of[TOOLS AND TRADES HISTORY SOCIETY]
On accounts for the year ended[31][st][ DECEMBER 2024 ]
Charity no (if any)[290474 ]
Set out on pages 1 AND 2
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Respective The charity's trustees are responsible for the preparation of the accounts in responsibilities of accordance with the Charities Act 2011 (“the Act”). trustees and examiner
The charity’s trustees consider that an audit is not required for this year under section 144 of the Act and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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to follow the applicable Directions given by the Charity Commission (under section 145(5)(b) of the Act, and
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to state whether particular matters have come to my attention.
Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters.
The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
1
May 2018
IER
Independent In connection with my examination, no material matters have come to my examiner's statement attention which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
. Date: 23[rd] October 2025 Signed: ~~_~~ Name: ROBERT JOHN EVANS ~~Ce~~ Relevant professional ACMA/CGMA qualification(s) or body (if any): ~~a~~ Address: ROYAL OAK COTTAGE, GOETRE, USK NP15 1QP
Section B Disclosure ~~ee~~
2
May 2018
IER
TATHS 2024 Receipts & Payments
Receipts
| Receipts | |
|---|---|
| Current Conference Paypal |
Total 10,064 3,100 1,304 7,077 7,063 8 1,403 30,019 8,154 5,525 3,282 1,000 40 1,547 0 2,735 10,000 840 1,350 3,100 194 37,768 |
| Subs net 7,833 2,231 PP 3,100 Sales net 290 1,013 Conference 3,108 3,969 Donations 7,023 40 Miscellaneous 8 Gift Aid 1,403 22,766 3,969 3,285 |
10,064 3,100 1,304 7,077 7,063 8 1,403 |
| 30,019 | |
| Payments | |
| Printing 8,154 Conference 1,560 3,965 Chair & Sec Exp 3,282 Memb Sec Hon 1,000 Donation 40 Insurance 1,547 Salaman 0 Website 2,735 Trf to Utb 10,000 Storage 840 Trf to Conference 1,350 Trf to current 3,100 Miscellaneous 194 |
8,154 5,525 3,282 1,000 40 1,547 0 2,735 10,000 840 1,350 3,100 194 |
| 30,508 3,965 3,294 |
37,768 |
| EoY figures 45,291 45,657 Change Current A/C 12,572 4,829 7,742 Conf A/C 1 5 4 PayPal 23 14 10 12,596 4,848 7,749 Other financial assets UTB 100-day A/C 27,425 38,608 11,182 M&G General 39,791 43,376 3,585 M&G Salaman 17,672 19,264 1,592 84,889 101,248 16,359 |
R & P balance 7,749 Difference 0 Interest 1,182 Growth Growth |
Notes
Quoted loss of £7,748.50 includes the transfer of £10,000 to a saving account Net change is thus a profit of about £2,350
If we leave out the large donation of tools, sold by David Stanley for £7,023 our normal operating change is thus a loss of £4673
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THE TOOLS AND TRADES HISTORY SOCIETY
Charity number: 290474
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Public displays, demonstrations and talks, Public access to a TATHS Hall of Tools in Amberley Museum, Public access to a TATHS Library in the Museum of English Rural Life, Interchange of information with individuals and organisations worldwide Research and funding research Publication of journals, technical notes, research works and out of print material e.g. Victorian trade catalogues
Income and expenditure
Data for financial year ending 31 December 2024
Total income: £30,019
Total expenditure: £37,768
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People
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9 Trustee(s) 20 Volunteer(s)
Employees with total benefits over £60,000
None —
Fundraising No information available
Trading Trustee payments This charity does No trustees receive not have any any remuneration, trading payments or subsidiaries. benefits from the charity.
What, who, how, where
| What the charity | General Charitable Purposes |
|---|---|
| does: | Education/training |
| Environment/conservation/heritage | |
| Who the charity | Other Charities or Voluntary Bodies |
| helps: | The General Public/mankind |
| How the charity | Makes Grants To Individuals |
| helps: | Makes Grants To Organisations |
| Provides Human Resources | |
| Provides Buildings/facilities/open Space | |
| Provides Advocacy/advice/information | |
| Sponsors or Undertakes Research | |
| Where the charity | Throughout England And Wales |
| operates: | Scotland |
Governance
| Registration | 12 November 1984: Standard registration |
|---|---|
| history: | |
| Organisation | Other |
| type: | |
| Other names: | TATHS (Working name) |
| THE TOOL AND TRADE | |
| HISTORY SOCIETY (Previous | |
| name) | |
| THE TOOL AND TRADES | |
| HISTORY SOCIETY (Previous | |
| name) | |
| Gift aid: | Recognised by HMRC for gift aid |
| Other regulators: | No information available |
| Policies: | Complaints handling |
| Conflicting interests | |
| Engaging external speakers at charity | |
| events policy and procedures | |
| Financial reserves policy and procedures | |
| Internal charity financial controls policy | |
| and procedures | |
| Investing charity funds policy and | |
| procedures | |
| Investment | |
| Risk management | |
| Trustee expenses policy and procedures | |
| Volunteer management | |
| Land and | This charity does not own and/or lease |
| property: | land or property |
AnthonyTrustees G Turley Trustee 07 April 2018 None onrecord
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are tre ~~asurer, chair, boa~~ rd member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
9 Trustee(s)
Name Role Date of Other Reporting appointment trusteeships status of other trusteeships PAUL Chair 01 April 2021 None on COUTTS record Gavin Trustee 01 April 2022 None on Graham record
| Brigitte Graham Trustee 11 September 2021 |
None on record |
|---|---|
| Dr Colin Russell Byfleet Trustee 05 May 2019 |
THE INTERNATIONAL GUILD OF KNOT TYERS Received: On time |
| Miles Hember Trustee 07 April 2018 |
None on record |
| Michael Woods Trustee 07 April 2018 |
None on record |
| Brian Peter Mansfield Trustee 07 April 2018 |
None on record |
Financial history
Financial period end date
| Income / | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | |
|---|---|---|---|---|---|---|
| Expenditure | ||||||
| Total gross income Mo |
£23.94k | £21.91k | £23.31k | £22.60k | £19.75k | |
| Total expenditure Mo |
£18.51k | £15.97k | £23.82k | £23.39k | £21.64k | |
| Income from government Mo |
N/A | N/A | N/A | N/A | N/A | |
| contracts | ||||||
| ew | Income from government |
N/A | N/A | N/A | N/A | N/A |
| grants |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title Reporting year Date received Received |
Download |
|---|---|
| Annual return 31 December 2023 07 September 2024 On time Accounts and TAR 31 December 2023 Not required |
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| Annual return 31 December 2022 11 October 2023 On time Accounts and TAR 31 December 2022 Not required |
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| Annual return 31 December 2021 24 September 2022 On time Accounts and TAR 31 December 2021 Not required |
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| Annual return 31 December 2020 08 October 2021 On time Accounts and TAR 31 December 2020 Not required |
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| Annual return 31 December 2019 17 April 2020 On time Accounts and TAR 31 December 2019 Not required |
Submit annual return
Governing document
Details of the type of governing document the charity has and when it was established. It is not the full text of the charity's governing document.
CONSTITUTION ADOPTED 14 APRIL 1984 AS AMENDED 26 FEBRUARY 1994, 24 APRIL 1999 AND 9 APRIL 2005 AS AMENDED ON 17 APR 2010 AS AMENDED ON 05 APR 2014 AS AMENDED ON 07 APR 2018 as amended on 01 Apr 2023 as amended on 25 May 2023
...
Charitable objects
TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC IN THE HISTORY AND DEVELOPMENT OF HAND TOOLS AND THEIR USE AND THE PEOPLE AND TRADES THAT USED THEM.
...
Area of benefit
The area the charity can operate in, as set out in its governing document.
NOT DEFINED
Contact information
Address: Oaken Cleave Cobbaton UMBERLEIGH Devon EX37 9SG Phone: 01769 540626 Email: info@taths.org.uk Website: www.taths.org.uk