2024-12-31-accounts - History Workshop Journal

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Trustees’ Annual Report for the period

From 1 January 2024 Period start date To 31 December 2024 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 (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 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)

Additional information (optional)	Additional information (optional)
You may choose to include further statements where relevant about:		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 97 and 98 in the Spring and Autumn of 2024. - Access to the journal has broadened, with 2,513 insttutonal subscriptons via consorta and “read and publish” agreements 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 January 2025, our website visitors have reached an all-tme high, topping 28,500 per month. Across all our platorms we reach internatonal audiences, with especially large numbers in the US. Our podcast contnues to draw high numbers of listeners, upwards of 10,000, - 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 thejournal.

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 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 2023 with a surplus of £11,759 and 2024 with a surplus of £4,653. We retain healthy reserves of £105,798.
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	£105,798
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)

Additional information (optional)	Additional information (optional)	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 ~~es~~

Position (eg Secretary, Treasurer Trustee Chair, etc) ~~ee~~ Date 8 October 2025 ~~|~~

CHARITY COMMISSIO FOR ENGLAND ANO WALE History Workshop Journal 1081686 Receipts and payments accounts CC16a For the period from 0110112024 3111212024 Section A Receipts and payments Unrestricted funds to th• nearest Restrlcted funds Endowment funds Total funds Last •r to th* ngar•$t£ to th• near•st£ to th• nearest £ to the nreSt £ A1 Recelpts Royaltses r1ved Expenses Reimbursed Interest R1Ve 34.268 18.574 2.670 34,268 18,574 2,670 33.406 21,038 1.807 ub tota ross income or AR) A2 Asset and Investment sales, (see tsble). 65.512 56,612 56,257 Su total 55.512 55,512 56.251 A3 Payments Salaries Website, desTr3n and expenses POStsgeraveu1T expenses Catering Accountsnts Costs HWO Fellowship Honararium Misc Donats"ons 27,273 2.700 536 27.273 2,700 636 22073 4,S13 144 146 2A86 10,807 2,266 14.584 2.266 14,S84 3,51)0 50,859 3.$00 50.8S9 3.500 44A68 Sub total A4 Asset and investment purchases, (see table Sub total 50,859 50.859 44,468 Net of receipts/(payments) AS Transfers between funds A6 Cash funds last year end Cash funds this year end 4,653 4.653 11,783 101,645 106.298 101,645 106,298 89.862 101,645 CCXX R1 accounts (SSI 2410512025

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to ntr¥r•st £ Restricted funds to nearest £ Endowment funds to nearè$t£ Categories Detsils 81 Cash funds CAF Cash Account soo CAF Goky Accwnt 55,689 CAF Plallnum Account SO,109 Total cash funds 106,298 lag balances with r¢c8lpts and payment6 account(511 Unroslrictsd funds to nor•st £ Restricted funds to nearest £ Endowment funds to nere$t £ Details B2 Other monetary assots Fund to whlch asset belon Details Cost loptlonall Current valu• o tlonal B3 Invastment assets Fund to whlch asset belon Details Cost loptlonall Current valuè tlonal 84 Assets retained for the charity's own use Fund to whlch rolates Amount due lonal When duè tltsnal Details B5 Liabilltles Signed by one or hvo trustees on behalf of all the trustees Dale of roval Signature Print Name 1516/5 CCXX R2 accounts {SS) 2410512025

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 31/12/24 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: 4 July 2025

Signed:

Name: Colin Mills of Gravita Audit Oxford LLP ~~PO~~

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

Address: First Floor, Park Central, 40-41 Park End Street, Oxford, OX1 1JD

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).

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 31/12/24 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: 4 July 2025

Signed:

Name: Colin Mills of Gravita Audit Oxford LLP ~~PO~~

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

Address: First Floor, Park Central, 40-41 Park End Street, Oxford, OX1 1JD

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).