## **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: 01993823533
Email: chairman@burfordtolsey.org
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