2023-06-30-accounts

Trustees’ Annual Report for the period

From 01/07/2022 Period start date To

30/06/2023

Charity name: T. E. Lawrence Society

Charity registration number: 297940

Objectives and Activities

	SORP reference
Summary of the purposes	Para 1.17	Advance the education of the public in
of the charity as set out in		the life and works of TE Lawrence
its governing document
Summary of the main	Para 1.17 and 1.19	To publish the useful results thereof.
activities in relation to those		To hold a bi-annual symposium and
purposes for the public		stage visits and talks throughout the
benefit, in particular, the		year.
activities, projects or
services identified in the
accounts.
Statement confirming	Para 1.18	Trustees are mindful of Charity
whether the trustees have		Commission guidance and aims to
had regard to the guidance		comply.
issued by the Charity
Commission on public
benefit

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference N/A

Policy on grant making Para 1.38

N/A

Policy on social investment Para 1.38 including program related investment

The Society is run by volunteers.

Contribution made by Para 1.38 volunteers

Other

Achievements and Performance

SORP reference The Society has continued to achieve its aims, locally, nationally and internationally. Local groups in Dorset, Summary of the main London and North America arranged a achievements of the charity, series of events related to T E Lawrence’s identifying the difference the Para 1.20 life and friendships. In particular the charity’s work has made to Dorset group commemorated the 100[th] the circumstances of its anniversary of TEL joining the Tank Corps beneficiaries and any wider at Bovington and renting the Clouds Hill benefits to society as a cottage, now owned by the National Trust whole. and where several Society members volunteer. The culmination was the Society AGM at the Tank Museum, Bovington attended by 25 members and non-members. Once the business of the AGM was complete a number of talks were given before an evening meal. On the Sunday a showing of A Dangerous Man had been arranged at Wareham cinema and visits to Clouds Hill and other related TEL sites were available. The North America group arranged 3 Zoom lectures in conjunction with the National World War I Museum and Memorial, Kansas, which were open to members and non-members. The Society published two, highly regarded, Journals containing a mix of academic and non-academic articles on TEL and related matters. In addition we published 3 newsletters, containing news items, book reviews etc. With nearly 600 members worldwide we continue to achieve our aim of advanc ing the education of the public in the life and works of TE Lawrence.

Additional information (optional)

You may choose to include further statements where relevant about:

See above

Achievements against objectives set

Para 1.41

Performance of fundraising activities against objectives set Para 1.41

Investment performance

Para 1.41

against objectives

Other

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Financial Review

Review of the charity’s Para 1.21 Sadly we made a loss at our financial position at the end symposium, which we can cover, as of the period with our other financial commitments. Statement explaining the Para 1.22 Our Reserves are ring fenced in a policy for holding reserves separate account and are roughly stating why they are held equal to our largest invoice. Amount of reserves held Para 1.22 £25,000 Reasons for holding zero Para 1.22 N/A reserves Details of fund materially in Para 1.24 N/A deficit Explanation of any Para 1.23 N/A uncertainties about the charity continuing as a going concern

Additional information (optional)

You may choose to include further statements where relevant about:

Our main source of income is our members’ subscriptions.

The charity’s principal sources of funds (including any fundraising) Para 1.47

N/A

Investment policy and objectives including any social investment policy Para 1.46 adopted To keep the subscriptions at a level which covers the costs of our A description of the publications and symposia. principal risks facing the Para 1.46 charity

	The Society has certain tangible
Other	assets which have either been gifted to
	or purchased by the Society. These are
	held on loan by two institutions;
	Magdalen College, Oxford and
	Wareham Library, Dorset. Additionally
	there is an artefact of the Lawrence
	family which is temporarily held by a
	Society member, until a suitable
	institution is found.

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Structure, Governance and Management

Description of charity’s trusts: Type of governing Para 1.25 Constitution document (trust deed, royal charter) How is the charity Para 1.25 Unincorporated constituted? (e.g unincorporated association, CIO) Trustee selection methods Para 1.25 Trustees are all committee members including details of any who are elected annually at the AGM, constitutional provisions having first been proposed and e.g. election to post or seconded by Society members. The name of any person or body committee are entitled to enlist up to 4 entitled to appoint one or co-opted members to assist in specific more trustees areas, but they are not entitled to vote at committee meetings.

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 Society has an elected committee with the officers being the Chairman, The charity’s organisational Vice Chairman, Secretary and structure and any wider Treasurer. In addition up to 9 other network with which the Para 1.51 committee members can be elected, charity works filling roles such as Membership Secretary, Newsletter and Journal Editor.

Relationship with any related parties Para 1.51

Other

Reference and Administrative details

Charity name T. E. Lawrence Society Other name the charity uses Registered charity number 297940 Charity’s principal address P.O. Box 728, Oxford OX2 9ZJ

�

	Names of the charity trustees who manage the charity
	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
1	Kevin Winter	Chair
2	Philip Neale	Vice Chair
3	Carol Darbyshire	Treasurer
4	Ian Heritage
5	John Alexander
6	Susan Purver
7	David Sleep
8	Susan Vincent
9	John Johnson- Allen
10	Pieter Shipster
11	Joseph Berton
12
13
14
15
16
17
18
19
20

Corporate trustees – names of the directors at the date the report was approved

Director name

N/A

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

N/A

� 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)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser	Name	Address
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	The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees	The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees
Signature(s)	K J Winter
Full name(s)	Kevin James Winter
Position (eg Secretary, Chair, etc)	Chairman

Date 3010612024

Statement ofFinancialActivities for theYear	Ended30June 202	3
	U	nrestricted	Restricted		TotalFunds	TotalFunds
	Notes	Funds		Funds	2023		2022
		f		t	f		€
lncomingResources(seelncomesheet)
lncomingresourcesfromgeneratedfunds
Voluntary lncome	1	f.L4,697.1-1			f14,697.17		E14,9M.63
Activities for generatinS funds	2	f185.75			f185.75		f1,220.00
lnvestment lncome	3	f293.60		f50.64	83M.24		L1L.92
Incomingresourcesfromcharitable activities	4	€30,946.00			€30,946.00		f5,966.00
Other incomingresources	5
Total incomingresources		f49,868.95		€50.64	€49,919.59		f23,874.87
Resources Expended {seeExpendituresheet)
costs of generating funds
Fundraising/cost of sales/othercosts	6	f4,131.89		€90.00	84,2.2t.89		f74,872.92
Charitable activities	7	t59,505.74			f59,50s.74		f24,259.33
Governance costs	8	f28.24			828.24		f0.00
Revaluation ofstock	9	f0.00			f0.00		f0.00
Totalresourcesexpended		f63,665.87		f90.o0t63,755.87			f39,732.25
		-tL3,796.92		-€39.36-f13,836.28			-fLS,257.38
Reconciliation of tunds
Total funds brought forward		f68,499.18		f6,585.86	€75,08s.04		f90,?42.42
Total funds carried forward		f54,7Q2.26		f6,546.50	f51,248.76		€75,085.04

The TELawrence Society Balance Sheetasat30Jun	e 2023
	Notes	7023	2023	2022	2022
		f	L		f
Fixed assets
Tangibleassets	10		E6,600.00		f6,600.00
Currentassets
Stock andwork inprogress	11	f400.00		€400.00
Cashatbankand in hand(seeFundsBrought Forwardsheet)		f54,248.76		f68,085.04
Creditors: amounts fallingduewithinoneyear		€0.00		€0.00
Netcurrentassets			f54,&8.76		f68,48s.04
Net assets			861,,248.76		f75,085.04
Thefunds of thecharity
Restrictedfunds			f6,546.50		€6,585.85
Unrestricted funds			f54,702.26		f68,499.18
Total charity funds			f.61,248.76		€75,085.04
Notes
1.lncludes membershipfees,donations and GiftAid

CHARITY COMMISSION FOR ENGLAND AND WALES I Independent examlner's report on the accounts Section A Independent Exarniner s Report Report to the trusteesl members of THE T. E. LAV¥RENCE SOCIErY On accounts forthe year ended 30° June 2023 Charity no lrfany) 297940 Set out on pages I report to the trustees on my examination of the accounts of the alx)ve chanty (Ihe Trust.) for the year ended ts O 0 6 ) O J Responsibilities and As the d￿rity twstees of the Trust, you are responsible for the preparation basis of report of the accounts in ￿cordanCe vthh the requirements of the Charities Act 2011 (Ihe A￿). I report in resFeci of my exanination of the Trust's accounts caffied out under Secti(￿ 145 of the 2011 Act and in carrying out my examination. I have followed the applicable Directions given by the Charity Commission under section 145151(b) of the Act. I have L￿npleted my examination. I confimi that no material matter3 have Come to my attention (other than that disdosed belu4V ') in connection with the examination whith gives me cause to belIeTr￿ that in, any material respect. arxounts.ng re￿rdS %re rK)t kept in accordance with section 130 of the Ad or Ihe accounts do not cord with the acrounting re￿rdS Independent examinerfs statement I have no COn￿mS and have come ￿rosS no other matters in connection with the examination to which attenb'on should be drawn in order to enable a proper understanding of the &(x>unts to be reached. ' Please (Wete the words in Ihe bra(*ets rfthey do not apply. Slgned: 0110812023 Name: lan Martin R￿d Relevant professional quallficatlonls) or body lrfany): Addrnss.. 30. Franas Avenue Rhos on Sea Cdwyn Bay LL28 4DW IER October 2018

Section B Disclosure Only complete rf the examiner needs to highlight matters of ￿nC*M (see CC32. IndeFEfKlent examination of charity &a)unts.' directions and guidance for examiners). Give here brlef detalls of 1. All the Soaety's assets are stored by third arties. Whilst custtsjy of many of any items that the 'these are suppjrted by deF￿slI Ce￿fiCateS froL bodies concern6￿. those held examiner wishes to by indiwduals. are not. disclose. ,,The trustees 5houkl get written (y)nfirmation eth year confirming that these ',are still in safe custody and are held on ￿half of the Soc4ety. This particularty applies to the Lawren￿ family cupboard door from Polstead Ro￿, since this is induded in the Soaety's fixed assets at ts cost of £2.800. 2. A donation of £450 was maje in the year to Jesus College as a o)ntribution to its 450 anniversary. Unfortunately this is not record&J in the minutes as having been approv&J by the trusiees. This should be redtfied and a policy agreed for the future on the level above which trustees must give their approval to one-off items of expenditure. IER October 2018