## **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 ## **�** ## **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.**| **�** ## **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