Trustees’ Annual Report for the period
From 1 January 2023 Period start date To 31 December 2023 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 objectves are to advance the educaton of the public in history and related subjects, in partcular by promotng research and disseminatng 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 actvites for the public beneft: i. Publicaton of twice-yearly journal of historical writng and sources. The publicaton made as accessible to as wide a readership as possible through content, style, organisaton and distributon. ii. Access to historical writng broadened through access via the website, History Workshop (historyworkshop.org.uk), 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 occasionalpublicatons. |
| 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 beneft and have satsfed 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) Publicaton of historical research: - Publicaton of_History Workshop Journal_issues 95 and 96 in the Spring and Autumn of 2023. - 2,307 consorta have access to the journal via 2017 OUP Collecton of publicatons 2) Broadening of access to historical writng: - Contnued investment in our digital magazine, History Workshop (formerly History Workshop Online). HW is commited to making historical writng accessible and engaging for both historians and the public. Investment in the past year includes appointment of three new HW Editorial Fellows (in additon to one contnuing) and investment in technology, web hostng and the creaton of podcasts. Since 2020, the website had a monthly average of 24,000 visitors. By May 2023 the website passed the two million visitor mark, and (with more frequent episodes on ofer) the podcast drew over 11,000 listeners, its highest number to date. - Periodic producton of Virtual Special Issues making HWJ content freely accessible for six months. - Collaboraton with and support for the Raphael Samuel History Centre’s regular events in public history - OUP’s philanthropic initatves have meant that upwards of 7000 insttutons in developing natons have access to the journal. - Number of monthlyviewers ofjournal artcles |
has been steadily increasing since 2017, and the journal’s articles are being accessed by readers in countries around the globe.
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 | In 2018, the charity determined that our reserves were larger than was required to meet our fnancial obligatons and we should use these funds in order to beter meet our charitable objectves, primarily by broadening access to history through further investment in our online presence. In recent years this has meant that we have run a slight defcit; however we ended 2022 with a slight surplus of £2946 and 2023 with a larger surplus of £11,759. We retain healthyreserves of £101,144. |
| 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 | £101,144 |
| 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 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 (trust deed, royal charter) |
Para 1.25 | Consttuton adopted on 27th November 1999 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Associaton: private individuals come together in order to promote the journal and other historical initatves. |
| 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 existng 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) |
|---|---|---|---|---|
| Rob Priest | Treasurer | |||
| Bill Schwarz | ||||
| David Feldman | ||||
| SallyAlexander | ||||
| Mark Pendleton | ||||
| 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) Mark Pendleton Full name(s) Rob Priest Position (eg Secretary, Treasurer Trustee Chair, etc)
Date
8 October 2024
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
CHARITY COMMIS510 FOR ENGLAND ANO WALE IlwOrkshoP Journal 1001816 Receipts and payments accounts orthONfl IIIZtZOZa CC16a To Section A Receipts and payments Unr•strfct•d fund• Rostrictod fund Endowm•nt fund• Total funds La$t year i• tm tt•ir••t£ toth• n••r••i£ io #L• ¢ ioth• Ro 400 21.038 1,107 34,49T tS.S49 362 n8e& Rmjra+j Inlerest R•¢•¥ed 21,OJ8 AR) 86251 .201 00.391 A2 A•t •nd Invo•tm ¥al••, Sub totsl 56.251 66,261 60,398 A3P• Salaii88 W¢b8iie oxp•rrf Pos&gerrr8%WT ewn Cateiing Accountsn15 81$ HWO Hc•w•rum sc Donab"on8 22m3 4,613 144 146 22,873 4,613 144 146 29,743 200 240 2.830 10.789 10PJ7 IOM07 3.6QO 47,492 Sub total A4 As8&t nd Invostrn•nt Purcha•, l$•• tabl•} Sub 47.4S2 Net of rneelpt(P0YTrMts) AS Tr•nsf•rs fund8 A6 C*h funds last yaar trnd C•sh funds this )wrend 11,783 11.78 2.946 89.862 89.862 101.64S 86.916 89.86 CCXX R T 81xounts Issi 021C6r2024
Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment nts to M•regt£ to nMml£ to rMrul£ B1 Calh funds CAF G(J Accc rotai cash fimds 101,64S funds fvnd8 to n••rwt e fundb to Fund w whl¢h Co•t lopdomri Cury•ni v•lu• on•1 ¥Jhl¢h Co•ti¢p¥on•l Curr•nt v•lu• 84 A88•t• Y•talnad for th8 ch•rlty'• own u8• Fund to du• B5 Llabllltl Svjnod by or trust5 cn b8h8lf of 811 the trLk4tees Signature Print Name Date of roval PEIEtr CCXX R2 •ooourrtB (8S)
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 31/12/23 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
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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: 14/06/2024
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