2021-04-05-accounts - Nene Valley Archaeological Trust

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year 06 04 2020 To 05 04 2021

From

Section A Reference and administration details

Charity name Nene Valley Archaeological Trust

Other names charity is known by Registered charity number (if any) 291811

none

Charity's principal address C/O Andrew Nash, Hon.Treasurer NVAT

15 Helpston Road, Ailsworth Peterborough Postcode PE5 7AE

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Mr Geoffrey Chairman See ‘additional guidance
1
Dannell issues’
Dr John Peter Hon. Secretary
2
Wild
3 Mr Andrew Nash Hon.Treasurer
4 Mrs Felicity Wild Trustee
5 Mr John Hadman Trustee
Mr Roy Trustee
6
Friendship-Taylor
7 Dr Jaqueline Hall Trustee
8 Mr David Ingham Trustee
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees) Name

Dates acted if not for whole year

March 2012

TAR

None

Names and addresses of advisers (Optional information)

Type of adviser Name Address None

Name of chief executive or names of senior staff members (Optional information)

None

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Trust Deed

(eg. trust deed, constitution)

Trust How the charity is constituted (eg. trust, association, company)

Appointed by other trustees Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

The trustees of the NVAT meet at least once a year to deal with its charitable responsibilities. One meeting is also the Annual General Meeting of the trust. The trustees manage financial risk and are responsible for the trust accounts. Three officers are currently appointed from within the body of the trustees : Chairman, Hon. Secretary and Hon. Treasurer. The trustees are responsible for the financial control of projects carried out by the trust. Financial risk is managed though the Hon. Treasurer’s regular reporting to the trustees on expenditure and fundraising, and an annual presentation of the trust’s accounts. In addition, a research Committee with a wider membership appointed by the trustees, meets at least once a year. This is normally following the trustee meetings, or independently if required. It comprises the trustees, and also includes a membership drawn from other local and national bodies, including Historic England, Peterborough City Council, Peterborough Cathedral and local archaeological groups. The Research committee recommends projects which meet the trust’s charitable objectives to the trustees and on approval, manages their execution. It has no authority over financial affairs.

Section C Objectives and activities

March 2012

TAR

To advance the study and practice of archaeology in the Nene Valley for the benefit of the public - To undertake research therein Summary of the objects - To disseminate the useful results of that research of the charity set out in - To promote the interchangeof ideas in all aspects of its governing document archaeology The trustees declare that they have had regard to the Charity Commission’s guidance on public benefit in relation to their main activities, which are – -to safeguard all kinds of archaeological material To stimulate an informed interest in the monuments and records of the past -to forward archaeological research and its publication To obtain and further recognition of archaeology in education Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

March 2012

TAR

At their meetings the trustees make decisions on whether to apply for grants for the purposes of :

-Completing the recording and publication of past research for the benefit of the public

You may choose to include further statements, where relevant, about:

-Commissioning and grant-aiding new work to expand our knowledge through further archaeological investigation -Communicating through the trust’s website and through public events, providing information on local archaeological developments.

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The Trust’s programme for the period was much affected by the international pandemic which caused us to cancel some activities but also allowed us to set up some new ‘on-line’ ventures.

The conference on ‘ Science in Archaeology ’ due to be held on March 28[th] 2020 was cancelled at short notice because of the pandemic. Although much of the ticket money was refunded we were still able to retain a proportion of it, as donations to the trust. Neither was a conference held in March 2021.
Similarly our planned programme of excavations on the site of the nearby Roman town of Durobrivae planned for July 2020 was also cancelled . It is hoped to return to this site and continue this programme at some point in the future.
Our partnership with the Nene Park trust in the ‘Walking in Time’ project funded by the Nenescape landscape partnership scheme and by the National Lottery, also continued. Regular face to face meeting had to be replaced by ‘Zoom’ on-line meetings but progress was made in several areas, funded through this project.
Work continued on the text of the volume recording the historic fieldwork on the industrial suburbs of the Durobrivae by Dr SG Upex. The ‘lockdown’ of public museums has greatly hindered the gathering of information and artefacts from local sources. However, although delayed, it is hoped that a completed text will be ready for review and editing work by early 2022.
The text and illustrations for the volume ‘ The Romans in the Nene Valley’ intended for the general reader was also written and collated by Dr Upex. Again production has been delayed by the pandemic but it is hoped it will be printed and available by the end of 2021.
Work has also continued on a series of four Heritage trails across the Nene Park trust estate. The routes have all now been checked with the assistance of an NVAT volunteer and text written for the leaflets , which will be designed professionally via the NP Trust. There will also be an ‘on-line’ version that can be accessed via mobile phones.
January 2021 saw the publication by East Anglian Archaeology of the volume ‘ Prehistoric burial mounds in Orton Meadows Peterborough ’ , a historic excavation by the late Don Mackreth funded by the NVAT.
The NVAT’s website continued to be updated with current news and developments and was accessed

March 2012

TAR

Section D Achievements and performance

by many users.

The trust initiated a series of five ‘on-line’ lectures via Zoom on various topics on Bronze Age Britain . These proved to be very popular and although tickets were free we were able to attract a considerable sum in donations via Paypal which have been a welcome addition to our finances.

Section E Financial review

March 2012

TAR

Brief statement of the charity’s policy on reserves

The policy is to maintain capital reserves in a CCLA account that gives interest. The trust aims to fund current activities from revenue, drawing on reserves when absolutely necessary.

Details of any funds materially in deficit

We have no funds in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

No other details added.

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

None added

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) G B Dannell Position (eg Secretary, Chair Chair, etc) Date 9.01.2022

March 2012

TAR

N 29

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Nene Valley Archaeological Trust N
Receipts and payments acco
For the period Period start date
To
from 6/4/20
Section A Receipts and payments
Unrestricted Restricted Endowment
funds funds funds
to the nearest
to the nearest £ to the nearest £
£
A1 Receipts
Donations and legacies 2,390 - -
Grants 24,590 - -
Interest on deposit accounts 26 - -
Sales of publications - - -
Transfer from Paypal a/c to Barclays 300 - -
- - -
- - -
- - -
Sub total (Gross income for AR) 27,306 - -
A2 Asset and investment sales,
(see table).
- -
- - -
Sub total [ - ] - -
Total receipts 27,306 - -
A3 Payments
Cost of fundraising events 23 - -
Wages/salaries etc 11,000 - -
Telephone /internet expenses 316 - -
Room hire - - -
Grant repayment 14,090 - -
Printing - - -
- - -
- - -
- - -
Sub total 25,429 - -
A4 Asset and investment
purchases, (see table)
- -
- - -
Sub total - - -
Total payments 25,429 - -
Net of receipts/(payments) 1,877 - -
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Receipts and payments acco

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A5 Transfers between funds - - -
A6 Cash funds last year end - - -
Cash funds this year end 1,877 - -
Section B Statement of assets and liabilities at the end of
Unrestricted
Categories Details funds
to nearest £
B1 Cash funds Barclays current account 6,006
CCLA deposit a/c
22,100
Paypal a/c
1,854
Total cash funds 29,960
(agree balances with receipts and payments
account(s)) Agreement Error
Unrestricted
funds
Details to nearest £
B2 Other monetary assets None -
-
-
-
-
-
Fund to which
Details asset belongs
B3 Investment assets None
Fund to which
Details asset belongs
B4 Assets retained for the None
charity’s own use
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B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

Fund to which Details liability relates Possible return of grant to Roman Society Current account

Signature Print N Andrew J Nash

o (if any) 91811

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o (if any)
91811
ounts CC16a
Period end date
5/4/21
Total funds Last year
to the nearest £ to the nearest £
2,390 -
24,590 -
26 -
- -
300 -
- -
- -
- -
27,306 46,696
-
- -
- -
27,306 46,696
23 -
11,000 -
316 -
- -
14,090 -
- -
- -
- -
- -
25,429 43,271
-
-
- -
25,429 43,271
1,877 3,425
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ounts

1,877 3,425

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the period
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
- -
- -
----- End of picture text -----

Amount due When due (optional) (optional) 2,500 - - - -

Name

Date of approval 15.1.2022

Independent examiner's report on the accounts

Sec�ion A Independen� E�aminer�� Repor�

Report to the trustees/ Charity Name members of Nene Valley Archaeological Trust On accounts for the year Charity no ended 05/04/21 (if any) 291811 Set out on pages 1 & 2 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity ( ��he T��) f�� he �ea� ended DD / MM / YYYY .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (��he Ac��) .

I report in respect of my examination �f �he T�� acc��n�� ca��ied �� under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: Date: 19 Jan 2022 Name: D. I. Noble. Relevant professional qualification(s) or body None (if any): Address: 15 High Street CASTOR Peterborough PE5 7BB

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER