**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 ) **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: - examine the accounts under section 145 of the Charities Act, - to follow the applicable Directions given by the Charity Commission (under section 145(5)(b) of the Act, and - 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: - the accounting records were not kept in accordance with section 130 of the Act; or - the accounts did not accord with the accounting records; or - 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 - - Log in to online services (https://my charity account.charitycommission.gov.uk/) Home Search results Search ## **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** **----- Start of picture text -----**
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|| |Annual
return
31
December
2022
11 October
2023
On time
Accounts
and TAR
31
December
2022
Not
required|| |Annual
return
31
December
2021
24
September
2022
On time
Accounts
and TAR
31
December
2021
Not
required|| |Annual
return
31
December
2020
08 October
2021
On time
Accounts
and TAR
31
December
2020
Not
required|| |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