## **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
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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 n￿reSt £ A1 Recelpts Royaltses r￿1ved Expenses Reimbursed Interest R￿1Ve￿ 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 POStsge￿raveu1T 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 n*or•st £ Restricted funds to nearest £ Endowment funds to ne*re$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~~ 1 **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). 2 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 n￿reSt £ A1 Recelpts Royaltses r￿1ved Expenses Reimbursed Interest R￿1Ve￿ 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 POStsge￿raveu1T 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 n*or•st £ Restricted funds to nearest £ Endowment funds to ne*re$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~~ 1 **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). 2