## **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• r*ar•*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+
Fund10t*t¢fv
Co•t lopllon•ll
Currnntvalu•
nal
Fuhd to *l*h
Amouni du•
Ylh•n du•
lona
85 Llabllltle•
Slgnod by one or l*ts 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
1
**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).
2
**IER**
**June 2022**
**Give here brief details of any items that the examiner wishes to disclose** .
3
**IER**
**June 2022**
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• r*ar•*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+
Fund10t*t¢fv
Co•t lopllon•ll
Currnntvalu•
nal
Fuhd to *l*h
Amouni du•
Ylh•n du•
lona
85 Llabllltle•
Slgnod by one or l*ts 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
1
**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).
2
**IER**
**June 2022**
**Give here brief details of any items that the examiner wishes to disclose** .
3
**IER**
**June 2022**