2024-10-31-accounts

Brigadier C Daukes – Chairman Swan Lane Burford, OX18 4SH Email: [e-mail]

10 February 2025

I confirm there were no serious incidents during the previous financial year that should have been reported to the Commission but were not.

C Daukes

Brig C Daukes

Registered Charity No. 309176

Trustees’ Annual Report for the period

From 1/11/2023 To 31/10/2024

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. Is in the process of cataloguing and digitising records in a dedicated archive building to make items 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 60 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 8700 visitors during the 2023-24 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 secure financial position. We held funds of £50,000 at our year end.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We do not yet explicitly hold reserves.
Amount of reserves held	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 Tolsey Museum Registered charity number 309176 Charity’s principal address 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
	Carol Anderson		July2024 -
	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
	10 February 2025
	10 February 2025

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

2023 RECEIPTS General 1982.83 Supporters 673.21 Tours 2633.51 Gift Aid 107.92 Walk App - Sales 32.77 Other Income Museum 1773.56 Visitor Donations 755.53 Sales 102.08 Other Income Archive 1505.87 Donations 3500.00 FHC Grant 3578.00 Other Grants 32.37 Website Sales 455.93 Events 120.00 Room Hire 17253.58 TOTAL INCOME PAYMENTS General 630.74 Insurance 30.00 Room hire 95.46 Stationery, printing, postage, etc 665.00 STQRY Walk App 40.79 Website 168.00 Societies Membership 147.00 Other Expenses Museum 60.00 Stock for sale 1261.31 Acquisitions 300.00 Rent - Building Works - Other Expenses Archive 2577.17 Equipment 149.96 Archiving Materials 618.90 Software 434.27 Electricity 5813.67 Fitting Out - Rent 570.94 Rates 770.28 Telephone 115.79 Water 295.20 Alarm Service 50.00 Other Expenses 14794.48 TOTAL EXPENDITURE 2459.10 Surplus/(Loss) for Year 39221.10 Balance brought forward 41680.20 41653.50 Bank A/c 26.70 Cash in Hand - Dudley BS 41680.20	2024 2790.42 1047.73 1320.73 9.44 21.07 3499.31 2397.75 - 7257.74 3500.00 4000.00 167.88 562.88 120.00 26694.95
	802.98 136.00 274.42 - 55.18 230.00 - 2910.79 629.18 300.00 3586.05 893.06 1713.89 1027.05 936.58 1177.73 1049.50 50.00 804.03 886.14 101.21 313.20 - 17876.99
	8817.96 41680.20 50498.16
	10459.98 38.18 40000.00 50498.16

5 The Leaze Barns Lane Burford Oxon OX18 4NE 07968 019813 21 st November 2024 Burford Tolsey Museum & Archive Clwity 126 High Street Burford OX18 4QU Independent Examiner's Report on the atcounts of The Burford Tolsey Museum & Archive - Registered charity 309176 For tbe period l November 23 to 31 October 2024 To the Trustees of the BTMA I have provided an independent examinatson of the records and accounts for the charity for the year ending 31 st October 2024 I confirn] that appropriate twks of accounts have been properly kept throughout the year, year end accounts have Ixen prepared and SUPFK)rted by an adequate audit trail from underlying records, and reconciliation of funds have been prepared and agreed. I have no concerns and have come across no other matters in comiection with the examination to which attention should be drawn. John Yeatman