2022-10-31-accounts

Trustees’ Annual Report for the period

From 1/11/2021 To 31/10/2022

Charity name: Burford Tolsey Museum and Archive

Charity registration number: 309176

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The Tolsey Museum & Archive exists to serve the interest of the people of Burford and the general public in the in the cultural heritage of the Town and neighbourhood, by preserving and exhibiting collections that aim to convey its unique and remarkable history.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Operates the Tolsey Museum presenting a comprehensive record of local history to the public and is in the process of setting up a dedicated archive building to store records. Over time these will be catalogued, digitised and made available to scholars.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees have had regard to the guidance issued by the Charity Commission on public benefit.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	No policy
Policy on social investment including program related investment	Para 1.38	No policy
Contribution made by volunteers	Para 1.38	The operation is run entirely by volunteers and Trustees recruited from the town and surrounding area. At present there around 30 volunteers.
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The museum provides the only place in town where residents, academics, school children and tourists can learn, at first hand, about the history of Burford. It provides an archive centre which is used for research, not only by Burford residents, but by historians worldwide. It provides a programme of talks on local history and a focal point for tourists to the area. The policy of using knowledgeable local volunteers provides a valuable resource for visitors to the town. The fact that the museum attracted 5700 visitors during the 2021-22 season is a valid indicator of its importance as a tourist attraction – bringing in visitors who will benefit the economy of the High Street.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity is in a period of considerable change due to acquisition of a separate premises to house our archives. We had funds of£39,000 at ouryearend.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We do not yet explicitly hold reserves.
Amount of reservesheld	Para 1.22
Reasons for holding zero reserves	Para 1.22	Were some contingency to arise, we are confident that resources would be found withinthelocalcommunity.
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document	Para 1.25	Trust deed
How is the charity constituted?	Para 1.25	Unincorporated association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	New trustees are appointed by the existing chairman and trustees

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 charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Burford Tolsey Museum and Archive
Other name the charity uses	TolseyMuseum
Registered charity number	309176
Charity’s principal address	Barn Office Rear of Swan Lane Burford OX18 4SH Phone: [phone] Email: [e-mail] Website: https://www.burfordtolsey.org/

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
	Clendon Daukes	Chair
	Peter Edward Martin
	David Nathan Cohen
	Nigel Nathaniel Goodlad Barraclough	Treasurer
	Susan Ashton
	Christopher Walker
	Janice Cohen	Secretary

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

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets None. 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)

Type of Name Address adviser

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

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date	C Daukes	J Cohen
	Clendon Daukes	Janice Cohen
	Chair
	31 January 2023
	31 January 2023

BURFORD TOLSEY MUSEUM & ARCHIVE STATEMENT OF RECEIPTS & PAYMENTS FOR THE YEAR ENDING 31 OCTOBER

2021 RECEIPTS General 150.00 Supporters-direct - Supporters-Stripe - Tours - Walk App-Stripe - Walk App-Apple - Walk App-Sponsor - Amazon Smile 1.14 COIF interest Museum 530.00 Donations-bottle 401.81 Donations-SumUp 77.00 Sales-cash - Sales-SumUp 173.77 Gift Aid - Other Income Archive - Donations-direct - Donations-Stripe - FHC Grant - Books-Stripe - Events-Stripe - Other Income 1333.72 TOTAL INCOME PAYMENTS General 725.76 Insurance - Room hire - Stationery, printing, postage, etc - STQRY Walk App - Website 62.00 Assoc Independent Museums - Oxford Museums Council Museum 231.50 Stock for sale - Acquisitions 300.00 Rent 88.50 Other Expenses Archive - Equipment - Software - Building Works - Electricity - Fitting Out - Rates - Telephone - Water - Other Expenses 1407.76 TOTAL EXPENDITURE (74.04) Surplus/(Loss) for Year 9732.45 Balance brought forward 9658.41 950.21 Bank A/c 8603.03 COIF 105.17 Cash in Hand 9658.41	2022 1055.00 867.85 72.00 56.27 35.16 350.00 9.67 11.81 1633.89 313.60 438.16 63.04 366.85 925.00 32850.00 2679.59 923.00 156.70 845.41 47.41 43700.41
	645.00 30.00 12.00 782.00 297.58 65.00 100.00 48.00 - 300.00 743.69 6898.80 238.42 636.75 181.00 2582.32 - 328.76 - 248.40 14137.72
	29562.69 9658.41 39221.10
	39210.93 - 10.17 39221.10

Burford OX18 4NE 18 November 2022 Burford Tolsey & A￿hlY¢ Cknity 126 High Street OX18 4QU To the Tn￿ ofthe BTMA for the year ending 31st October 2022 year? year end accounts have been prep&rd and supported by an adequate a￿lIt knil from undertw recoTds, and r￿OnCl1]at10n of funds have been prepa￿1 and John Yeatman