16 February 2026 **Mr D Cohen – Chairman Swan Lane Burford, OX18 4SH Email: chairman@burfordtolsey.org** I confirm there were no serious incidents during the previous financial year that should have been reported to the Commission but were not. D Cohen Registered Charity No. 309176 ## **Trustees’ Annual Report for the period** **From 1/11/2024 To 31/12/2025** ## **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 11,039
visitors during the 2024-25 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 £62,000 at our year end.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We hold reserves covering one year’s
unavoidable expenses in case some
unforeseen circumstance prevents our
normal income generation.| |Amount of reservesheld|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|| |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: 01993822288 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)**| |---|---|---|---|---| ||David Nathan
Cohen|Chair||| ||Peter Edward
Martin|||| ||Janice Cohen|Secretary||| ||Nigel Nathaniel
Goodlad
Barraclough|Treasurer||| ||Susan Ashton|||| ||Carol Anderson|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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)**|**Signature(s)**|| |---|---|---| |**Full name(s)**|**Full name(s)**
David Nathan Cohen|Nigel Nathaniel Goodlad Barraclough| |**Position (eg Secretary,**
**Chair, etc)**|Chair|Treasurer| |||| |**Date**|16 February 2026|| ## **BURFORD TOLSEY MUSEUM & ARCHIVE STATEMENT OF RECEIPTS & PAYMENTS FOR THE 14 MONTHS ENDING 31 DECEMBER** |**2024**
**RECEIPTS**
**General**
3636.94
Supporters
1047.73
Tours
1320.73
Gift Aid
-
Interest
9.44
Walk App - Sales
21.07
Other Income
**Museum**
3642.05
Visitor Donations
3987.49
Sales
**Archive**
7212.74
Donations
3500.00
FHC Grant
4250.00
Other Grants
374.88
Website Sales
598.71
Events
50.00
Research
140.00
Room Hire
29791.78
**TOTAL INCOME**
**PAYMENTS**
**General**
802.98
Insurance
196.00
Room hire
285.31
Stationery, printing, postage, etc
55.18
Website
401.00
Societies Membership
842.66
Other Expenses
**Museum**
3159.93
Stock for sale
629.18
Acquisitions
300.00
Rent
3586.05
Building Works
**Archive**
1713.89
Equipment
1381.47
Archiving Materials
1250.19
Software
1542.76
Electricity
1049.50
Building Works
50.00
Rent
936.03
Rates
1040.64
Telephone
101.21
Water
363.60
Alarm/Fire Service
19687.58
**TOTAL EXPENDITURE**
10104.20
Surplus/(Loss) for Year
41680.20
Balance brought forward
51784.40
10459.98
Bank A/c
38.18
Cash in Hand
40000.00
Dudley BS
50498.16|**2025**
3796.12
824.00
1671.58
1321.96
-
39.50
4104.21
(1)
Bottle £1778.83
7696.70
SumUp £3236.79
1706.53
3500.00
3500.00
(2)
Lord Lieutenant £2500
509.93
Festival £1000
739.64
49.07
165.00
29624.24
772.75
220.00
202.19
95.98
257.00
1224.13
4465.37
52.26
-
3141.87
159.99
1974.53
1237.56
1640.52
188.00
50.00
714.54
1159.86
123.83
381.60
18061.98
11562.26
50498.16
62060.42
10738.46
-
51321.96
62060.42
(3)
Acquisitions fund £11543.91
Reserves fund - £6600| |---|---| 5 The Leaze Barns Lane Burford Oxon OX18 4NE 07968 019813 18th January 2026 Burford Tolsey Museum & Archive Charity 126 High Street Burford OX18 4QU Independent Examiner’s Report on the accounts of The Burford Tolsey Museum & Archive - Registered charity 309176 For the period 1 November 24 to 31 December 2025 To the Trustees of the BTMA I confirm that appropriate books of accounts have been properly kept throughout the year, year end accounts have been prepared and supported 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 connection with the examination to which attention should be drawn. **----- Start of picture text -----**
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John Yeatman