**Brigadier C Daukes – Chairman Swan Lane Burford, OX18 4SH Email: chairman@burfordtolsey.org** 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: 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|||| ||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