2022-12-31-accounts - History Workshop Journal

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Trustees’ Annual Report for the period

From 1 January 2022 Period start date To 31 December 2022 Period end date

Charity name: History Workshop Journal

Charity registration number: 1081686

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	HWJ's objectives are to advance the education of the public in history and related subjects in particular by promoting research and disseminating the useful results of such research.
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	The objects of the charity are pursued through the following activities for the public benefit: i. Publication of twice-yearly journal of historical writing and sources. The publication made as accessible to as wide a readership as possible through content, style, organisation and distribution. ii. Access to historical writing broadened through access via the website, History Workshop Online, and via social media campaigns. iii. Encouragement of historical enquiry in the public domain by provision of advice and grants for conferences, archival research, seminar series,and occasionalpublications.
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 and have satisfied themselves that HWJ has abided by that guidance.

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

SORP reference Para 1.38 Policy on grant making

Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by 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	1) Publication of historical research: - Publication of_History Workshop Journal_issues 93 and 94 in the Spring and Autumn of 2022. - Publication of a Virtual Special Issue on Refugee Histories, edited by Andrew Whitehead and Ria Kapoor - 2,307 consortia have access to the journal via 2017 OUP Collection of publications 2) Broadening of access to historical writing: - Continued investment in our digital magazine, History Workshop Online. HWO is committed to making historical writing accessible and engaging for both historians and the public. Investment includes appointment of two new Editorial Fellows for HWO (in addition to two continuing) and investment in technology, web hosting and the creation of podcasts. In 2022, the website had a monthly average of 24,000 visitors, and the website will reach two million visits by May 2023. - Regular production of Virtual Special Issues making HWJ content freely accessible for six months. - OUP’s philanthropic initiatives have meant that upwards of 7000 institutions in developing nations have access to the journal. - Number of monthly viewers of journal articles has been steadily increasing since 2017, and the journal’s articles are being accessed by readers in countries around theglobe.

You may choose to include further statements where relevant about:

Additional information (optional)

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	In 2018, the charity determined that our reserves were larger than was required to meet our financial obligations and we should use these funds in order to better meet our charitable objectives, primarily by broadening access to history through further investment in our online presence. In recent years this has meant that we ordinarily run a slight deficit; however we ended 2022 with a slight surplus of £2946. We retain healthy reserves of just under £90,000.
Statement explaining the policy for holding reserves statingwhytheyare held	Para 1.22	2012 AGM agreed that some accumulated surplus should be maintained in case of emergency.
Amount of reserves held	Para 1.22	89862
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

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

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

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution adopted on 27th November 1999.
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Association: private individuals come together in order to promote the journal and other historical initiatives.
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	Appointed by existing 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	History Workshop Journal
Other name the charity uses
Registered charitynumber	1081686
Charity’s principal address	Heron Quay Bar Creek Bar Meadows Malpas Cornwall TR1 1SS

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 (ifany)
	Mark Pendleton	Treasurer
	Bill Schwarz
	David Feldman
	SallyAlexander
	Rob Priest
	Laura Gowing
	Gareth Stedman Jones
	Lyndal Roper
	Alex Potts

– 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 n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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
	Mark Pendleton	Rob Priest
	Treasurer	Trustee
	25/10/2023
	25/10/2023

CHARITY COMMISSIO fOR FNGIANO ANO WAI¥ Hl•t•ryWothshopJournal 1081886 Recei ts and ments accounts CC16a For th• p•rfod from 01h)1r2022 31112rd022 To Section A Receipts and paym8nts Llnwe•trithd funds th• rb•¥•At R•tricted funds Endowmgnt lunds 10 lh• rar•i£ lolh•r••wi£ to thfr no•r••¢£ toth• ne•r•bt£ Totsi L•t year A1 Recel t8 Roy16 receNed Expp.nsp.E Re.lrt)W8ed Int9r8st 54,497 15.549 352 35,873 7,217 1&548 ros$ AHJ s•t an 4•• tabl• . mèn 29.743 29,743 ?Jo 31,524 163 382 2,052 11,537 ZB9 I,fMJo 46,949 Posi¥ieffiaveVIT •xwns•s ArMIlnInN rAINI8 2,BJO 10,789 MWV P¥H(wrnliip sc Dryialloni Sub total 478S2 47.452 A4 Asset and In¥e5tm•ni Sub total 47,452 47,452 46,949 Net of recelpts/(payments) A5 Translèrs bètween funds AS Cash funds last ye¥4r end Cash fund$ thls year end 14,0501 80.916 89.862 86,91 CCXX Rl accoun1516S1 1110G12023

Section B Statement of assets and liabilities at the end of the period Unrestrlct¢d fun(ts Restrlcied funds Endowment funds to ¥r¥¥I£ to nthirest e B1 Cash funds 47.B42 Total cash funds 89.862 UnMtrlct•d R•strlct•d fund• lund• Endowm•nt lund8 to n•are8t £ to F¥•d w whleh Co•1 IwWon• Ctswr•tht ¥1+ Fund10tt¢fv Co•t lopllon•ll Currnntvalu• nal Fuhd to lh Amouni du• Ylh•n du• lona 85 Llabllltle• Slgnod by one or lts trus1$ c(1 behalf ol au Ihe trust prtnt Nama Date of roval Robert Priest 211912023 CCXX R2 X1Thts ISSI 11106r2023

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ History Workshop Journal members of On accounts for the year 31/12/22 Charity no 1081686 ended (if any)

Set out on pages 1 & 2

Respective The charity's trustees are responsible for the preparation of the accounts in responsibilities of accordance with the requirements of the Charities Act 2011 (“the Act”). trustees and examiner

The charity’s trustees consider that an audit is not required for this year under section 144 of the Act and that an independent examination is needed.

It is my responsibility to:

examine the accounts under section 145 of the Charities Act,
to follow the applicable Directions given by the Charity Commission (under section 145(5)(b) of the Act, and
to state whether particular matters have come to my attention

Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent In connection with my examination, no material matters have come to my examiner's statement attention (other than that disclosed below *) which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Charities Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Date: 22/9/2023

Signed: Name: Colin Mills of Critchleys Audit LLP

IER

June 2022

Relevant professional Chartered Accountant (ICAEW) qualification(s) or body (if any):

Address: Beaver House, 23-38 Hythe Bridge Street, Oxford, OX1 2EP

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

IER

June 2022

Give here brief details of any items that the examiner wishes to disclose .

IER

June 2022

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ History Workshop Journal members of On accounts for the year 31/12/22 Charity no 1081686 ended (if any)

Set out on pages 1 & 2

The charity’s trustees consider that an audit is not required for this year under section 144 of the Act and that an independent examination is needed.

It is my responsibility to:

examine the accounts under section 145 of the Charities Act,
to follow the applicable Directions given by the Charity Commission (under section 145(5)(b) of the Act, and
to state whether particular matters have come to my attention

accounting records were not kept in accordance with section 130 of the Charities Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Date: 22/9/2023

Signed: Name: Colin Mills of Critchleys Audit LLP

IER

June 2022

Relevant professional Chartered Accountant (ICAEW) qualification(s) or body (if any):

Address: Beaver House, 23-38 Hythe Bridge Street, Oxford, OX1 2EP

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

IER

June 2022

Give here brief details of any items that the examiner wishes to disclose .

IER

June 2022