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2020-08-31-accounts

Company number: 08283259 Charity Number: 1151944

Report and financial statements For the year ended 31[st] August 2020

Manchester Histories

Reference and administrative information

for the year ended 31[st] August 2020

Company number 08283259 Charity number 1151944

Registered office and operational address Room 3.17 Mansfield Cooper Building University of Manchester Oxford Road, Manchester, M13 9PL


University of Manchester
Oxford Road, Manchester, M13 9PL
University of Manchester
Oxford Road, Manchester, M13 9PL
Trustees Trustees, who are also directors under company law, who served during
the year and up to the date of this report were as follows:
Hannah J Barker (Chair of Trustees)
Konstantinos Arvanitis (Resigned 24 June 2020)
Martin Gaw (Resigned 6 January 2020)
Rob Higginson
Shirin Hurst (Resigned 20 May 2020)
Andrew Pattinson
Melanie Tebbutt
John M Williams
Board observer / Advisor
Salma Patel–community / BME advisor
Dave Haslam–Cultural advisor
Key management Karen Shannon Chief Executive
Personnel Charlie Booth Community Engagement Manager
Janine Hague Project Manager
Laura Stevens Digital Content Manager (Contract
ended on 31st October 2019)
John Leatherbarrow Administrator
Bankers Co-operative Bank plc
Independent Christy Lau FCCA CTA DChA
Examiner Slade & Cooper Limited
Beehive Mill, Jersey Street, Ancoats Manchester M4 6JG

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

The trustees present their report and the unaudited financial statements for the year ended 31[st] August 2020. Included within the trustees ’ report is the directors’ report as required by company law.

Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the memorandum and articles of association and the Statement of Recommended Practice - Accounting and Reporting by Charities: SORP applicable to charities preparing their accounts in accordance with FRS 102.

Objectives and activities

Chartable objects

For the public benefit the advancement of participation, education and learning. In particular, but without prejudice to the generality of the foregoing to:

  1. Promote, advance, and widen access, participation to education and learning about Greater Manchester ’s histories and heritage for the benefit of the general public.

  2. To further such other exclusively charitable purposes as the Trustees in their absolute discretion see fit.

Purpose

Connecting people through histories and heritage.

Vision

Manchester Histories is a growing and dynamic charity. We work collaboratively with people, organisations and partners to reveal and celebrate the stories of the people and places that make up Greater Manchester. We connect people together to explore the past and shape the future through histories and heritage.

Mission

Equally valuing all voices across Greater Manchester in the telling, preserving and celebrating of our stories.

Activities

The strategies employed to achieve the charity ’s aims and objectiv es are:

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Manchester Histories

Trustees’ annual report

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Our work relates to the aim of Our Manchester Approach and Cultural Ambition by:

Public benefit

Manchester Histories works throughout the year delivering projects, training, exhibitions, events, networks and more with communities to recognise, explore and value histories. Our open curatorial policy for Manchester Histories Festival recognises the stories, skills and experience of everyone, including people outside of the formal heritage and education sector. The trustees review the aims, objectives and activities of the charity each year. However, this year our aims and objectives have stayed the same, as they were set for a two-year period as we delivered the Peterloo 2019 programme. The vision, values, aims and objectives are due to be reviewed in 2021, with the development and delivery of a new business plan form 2021 – 2014.

This report looks at what the charity has achieved and the outcomes of its work in the reporting period. The trustees report the success of each key activity and the benefits the charity has brought to those groups of people that it is set up to help. The review also helps the trustees ensure the charity's aims, objectives and activities remained focused on its stated purposes. The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives that have been set.

Contribution of volunteers

Volunteers are essential to the delivery of our activities and are highly valued within the charity. Over the past year we have continued to work with our volunteers, but due to the impact of Covid-

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

19, we have not had the opportunity to meet face-to-face on many occasions. Also, Manchester Histories Festival and most of our events were cancelled in their usual physical format, which meant that there was no activity they could take part in, or support.

However, we have delivered an online Digifest, on-line histories quizzes, informal history talks and undertaken a digital audit of their skills to better understand how we can improve their digital capacity to help to support Manchester Histories in the longer term. Our Community Engagement Manager is now in the process of developing a new training programme for volunteers, that will improve their knowledge of local histories, and their digital skills to help promote the work of Manchester Histories.

Achievements and performance

The charity's main activities and who it tries to help are described below. All its charitable activities focus on our project work and Manchester Histories Festival and are undertaken to further Manchester Histories ’ charitable purposes for the public benefit. In this period of reporting Manchester Histories completed the delivery of the Peterloo 2019 Programme, which commemorated the Peterloo Massacre; a widely acknowledged and significant event in the history of public protest, democracy, universal suffrage and part of Manchester ’s radical tradition. This involved compiling an impact report and a series of short films that highlighted the key achievements of the programme.

These included:

The National Lottery Strand produced

View the full report here:

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

The Peterloo 2019 programme also won the University of Manchester ’s Making a Difference Awards for Social Responsibility for Outstanding Public & Community Engagement. A great recognition of the success of all the work produced.

“I want to congratulate Manchester Histories on your years of sheer hard work that resulted in the extensive programme for Peterloo 2019 and the fabulous commemorative anniversary weekend. I have witnessed first-hand how much effort you have all put in and I want to pass on my thanks. You have orchestrated the creation of a meaningful legacy to history. Thank you. ” Peterloo Network Member.

In October 2019, we started to develop work to deliver Manchester Histories Festival 2020, and the People ’s River Project.

Manchester Histories Festival 2020.

The main focus of the festival for 2020 was to celebrate and mark the 50th anniversary of the Chronically Sick and Disabled Persons Act (1970) and Disabled People ’s Rights. This landmark legislation was pioneered by the late Lord Alf Morris, who subsequently became Britain ’s first minister for disabled people. Often described as the Magna Carta for disabled people, this was the first disability rights legislation anywhere in the world and laid the foundations for the Disability Discrimination Act 1995 and the Equality Act 2010.

Alf Morris was born and bred in Manchester and served as an MP for Wythenshawe. Throughout his lifetime, he campaigned tirelessly for the rights of disabled people.

Overall purpose and objectives for the festival:

To raise awareness in the general population of the significance of this groundbreaking legislation and those other legal instruments for which it paved the way (including the DDA 1995 and The Equality Act 2010).

To provide an historical and future orientated perspective on disabled people ’s lives in the UK including the positive developments that have taken place, current uncertainties and future directions.

To celebrate the life and achievements of Alf Morris (Later Lord Morris of Manchester) and those with whom he worked.

To provide a platform for disabled people to express their voices through performance, music, and co-designed creative activity.

To spotlight, amongst the vast diversity of disabled people, everyday role models who are neither heroes nor victims but whose positive, ordinary and occasionally spectacularly talented lives make our whole society richer.

To encourage a present-time, open and critical debate about the promotion of equality for disabled people to the benefit of all in society.

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Manchester Histories

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for the year ended 31[st] August 2020

For disabled people, on their own terms, to author the past, current and potential futures of their citizenship, contribution and participation in the UK. This is a position of empowerment and possibility that would not have been possible without that initial piece of legislation which we honour in these events.

The themes for Manchester Histories Festival 2020 were Celebrate – Learn Challenge. Manchester Histories Festival 2020 was a collaborative programme led by Manchester Histories between the family of the late Lord Morris of Manchester, The University of Manchester, Manchester Metropolitan University, University of Manchester ’s Students’ Union, the TUC (Manchester), Manchester City Council and the Greater Manchester Coalition of Disabled People.

The festival was all set to take place in June 2020, but due to Covid-19, we had to change our plans. Working with our partners and steering group we all decided that the festival should still take place, so we adapted our plans and reimagined the festival to take place on-line. DigiFest 2020 was born, and re-scheduled to take place in early September 2020, with a two-day live broadcast telling the stories of disabled people and their allies across Greater Manchester and beyond. The outcomes of the festival will be reported in the next end of year accounting period.

Another important aspect of the festival was developing a robust plan to make the on-line digital content as accessible as possible. Working alongside partners from the University of Manchester and disabled people new guidelines were produced to set a standard for accessibility.

People ’s River Project.

In September 2019, Manchester Histories were approached by Manchester City Council and Wupperverband, a water management organisation in Wuppertal, Germany, also the birthplace of Friedrich Engels, to partner on a new photography project that would connect the two cities together.

In Manchester we decided to focus on the River Irk, as it was a traditionally overlooked industrial river but one that provided vivid depictions of life in Engels seminal text The Condition of the Working Class in England . After meeting with a number of community groups and neighbourhood teams in North Manchester, the People ’s River project was developed to explore the hidden histories of people who lived and worked alongside the River Irk today and their relationship to it throughout history. The project was also inspired by the life and works of Friedrich Engels and marked the two hundredth anniversary of his birth in 2020.

However, like many projects planned for 2020 we had to adapt to a new way of working remotely due to social distancing and repeated national lockdowns due to Covid-19. As a solution to this we produced a printed Engels toolkit, that was distributed to community partners across North Manchester. People could also request to have a hard copy posted to them or to download the toolkit digitally via the Manchester Histories website. The activity sheets covered Engels ’ early life, his relationship to the River Irk and his text in The Condition of the Working Class in England . In late summer 2020 it looked optimistic that we could deliver some small but in person workshops, so we commissioned artist Liz Wewiora, a socially engaged photographer to work with community groups in north Manchester.

The aim of the workshops was to co-produce content for a series of public exhibitions that would share what the river looked like today, compared with the past and what hidden histories could be

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

revealed by the people who lived alongside it. Liz worked with our lead community partners in north Manchester through a series of 19 outdoor socially distanced photo walks and online Zoom workshops. For those people who were isolating and with little access to the internet, Liz made creative packs that could be posted out with accompanying phone calls.

Accompanying these photography sessions, we also invited local historian and tour guide, Jonathan Schofield, to deliver two online talks which were versions of his walking tours he would normally deliver in person. The first was an introductory history of Friedrich Engels and Karl Marx and the second talk focused on the past and present of the Irk Valley. Over 80 people tuned in from home to hear about the history of the area.

We are now in the process of looking through and reflecting on all the stories shared with us and the photographs of the River Irk that have been captured. We are planning on revealing all the content gathered through a series of public exhibitions in Spring/Summer 2021. The project is funded by Manchester City Council through their Neighbourhood Investment Fund and Economic Regeneration Fund.

Impact of Covid-19.

Due to Covid-19, a number of our projects had to be put on hold or had limited activity. Our work developing a project plan with the Holy Name Church, Oxford Road, Manchester was delayed, the Children's History Society conference at Manchester Metropolitan University was cancelled, and community-based activity taking place Wythenshawe, as part of the Greater Manchester Arts Network, Dove & Cap heritage tour was also cancelled. Also, due to the changing funding landscape, most of the main funders, such as National Heritage Lottery Fund cancelled all project grants. This meant we were unable to apply for new work.

Beneficiaries of our services

Manchester Histories works with a number of community groups, organisations, volunteers and people from across Greater Manchester who benefit from our services. For example, some of the organisations and groups involved in DigiFest 2020 and People ’s River Project included :

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

Other organisations have benefited from using our services, mainly to connect people and broker partnerships with others, but to also act as consultants for supporting other project work, funding, exhibition and the ‘go to’ organisation for support in engaging people in histories and heritage. All of the above beneficiaries have benefited from their engagement with Manchester Histories projects. They have learnt about histories and heritage which is important to them, and what local histories and archives can offer to bring histories to life.

Beneficiaries have shown increased confidence and people felt their quality of engagement with their own histories and heritage had improved.

Other benefits included:

Financial review

The charity had a surplus on unrestricted funds for the year of £ 44,600. This demonstrates that the charities finances are on a firm foot going forward. At the end of the financial year the total reserves of the charity were £9 2,115 of this £ 30,063 were restricted funds, being grant funding for specific projects, and £ 60,052 were unrestricted funds ( £ 50,129 will be allocated to support our ongoing

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

public engagement programmes and Manchester Histories Festival, this will leave £11,923 as free reserves for Manchester Histories.)

Principal funding sources:

Reserves policy

We are aware as trustees of the need to have sufficient free reserves (unrestricted funds not invested in fixed assets or otherwise designated) in order to enable the charity to manage its cash flow and the inherent risks associated with staging a programme of work and festival and responding to changing funding regimes. It is the intention of the Trustees to grow the charity ’s reserves within 5 years to the equivalent of six months ’ operational expenditure. This is calculated at approx. £50,000. Manchester Histories will ensure full cost recovery funds are added to each funding application with a 20% administration fee and charge industry standard fees for any consultation or provided services to other organisations or funders.

Plans for the future

Manchester Histories has set out its plans for the future in a strategy tree that has been developed by the board and team members. It provides a framework for our strategic aims and objectives for the next year. However, a new business plan/framework will start to be developed in 2020 with Trustees, staff, volunteers and stakeholders.

This will also include a review of the Board of Trustees and our Patrons, to ensure the relevant skills and interests are in place to continue to steer the organisation towards a sustainable future.

Current framework includes:

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

Despite the challenges of Covid-19, Manchester Histories will continue with its ambitions to run a year-long programme of work, with a focus on overlooked communities and to host the magnificent Manchester Histories Festival. We will also start to develop a new business model to support us to recover from the pandemic; using a value led approach to review our aims and objectives from 2021 onwards. We will continue to focus on the development of our key purpose: connecting people through histories and heritage, and to recognise and celebrate the skills, passion and expertise that exist in our communities across Greater Manchester to bring histories to life.

The Trustees and Chief Executive would like to thank all of our partners, stakeholders, freelancers, staff, funders, volunteers and audiences who have supported Manchester Histories over the past year.

We are indebted to the on-going support of the University of Manchester, Manchester Metropolitan University, Manchester City Council Cultural Partnership Grant, Greater Manchester Combined Authority, Culture Fund, and would particularly like to thank the National Heritage Lottery Fund, National Lottery Community Fund, Manchester City Council Neighbourhood Fund & Teams, Historic England, Manchester Central Library, Greater Manchester Coalition of Disabled People, Venture Arts, Drake Music, Brazen Productions, Gill and Lady Morris, The Robert McAlpine & Semble Fund, Granada Foundation, and all our partners for their support in developing new and exciting project work with us.

Thank you also to Glitterfish for their continued support with the Manchester Histories website. Thank you to Fido PR for their work with us to ensure the story of Alf ’s Act and DigiFest 2020 reached as many different audiences as possible locally, nationally and globally. Thank you, Imagine Design, for all the branding and programme for Manchester Histories Festival 2020.

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

Structure, governance and management

The Charity is a company limited by guarantee and is governed by its Memorandum and Articles of Association dated 6 November 2012. It is registered as a charity with the Charity Commission, having been registered on 8 May 2013.The only people eligible to be members of the Charity are its Directors, and the Directors must be members of the company. Members of the charity guarantee to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up. The total number of such guarantees on 31[st] August 2020 was 5 (2019:8). The trustees are members of the charity, but this entitles them only to voting rights. The trustees have no beneficial interest in the charity.

All trustees give their time voluntarily and receive no benefits from the charity. Any expenses reclaimed from the charity are set out in note 9 to the accounts. There are no related party transactions that require to be disclosed.

Appointment of Directors and Trustees

The Directors, who are the Trustees, are appointed by the members in general meeting. At each AGM, one third of the Directors retire by rotation, being the longest in office, and are eligible for reelection. Other than a retiring trustee, the only people eligible for election as trustees are those either nominated by the Board or by a member giving not less than 14 and not more than 35 clear days ’ notice of the intention to propose a person for appointment or re -appointment.

Trustee recruitment, induction and training

The Directors, who are the Trustees, are collectively known as the Board. The Directors will identify new Trustees to be recruited as the needs of the organisation grow. The Board will continue to develop robust strategies for their induction, and for ongoing training and development of the entire Board. The induction training for newly appointed trustees comprises of an initial meeting with the Board of Trustees at which a pack is provided. This includes a copy of the governing document, a copy of the most recent annual report and financial statements, our policies, a copy of the minutes of previous trustee meeting minutes and a copy of the Charity Commissioners guidance ‘The Essential Trustee ’.

Organisation

The Board, which must not be less than three members, administers the Charity. We currently have five board members, with three resignations in the reporting year. The Trustees have delegated the day-to-day authority for operational matters including finance, employment and artistic development, within the overall vision agreed by the Board to the Chief Executive, Karen Shannon. The Board meets on a quarterly basis, the chair and Chief Executive meet on a monthly basis.

Related parties and relationships with other organisations

Manchester Histories prides itself on its ability to build positive relationships with other partners and charities. Over the past year we have deepened our partnership working with the University of Manchester, by working closely with Creative Manchester, Faculty of Biology, Medicine and Health and the Disabled Staff Network. At Manchester Metropolitan University, we have built further relationships with Manchester Centre for Youth Studies, an award-winning interdisciplinary research centre specialising in participatory, youth-informed research that positively influences the lives of young people. On a community level, we have built new partners with a host of new grass roots groups, including the Many Hands craft collective in north Manchester, Collyhurst Big Local

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

Partnership, that is made up of residents and other local organisations, with a of focus on providing opportunities for young people, happier families and having a voice.

Manchester Histories continues to be part of Manchester City Council's Culture Partnership Agreements Grants programme and Greater Manchester Combined Authority, Culture Fund. This has enabled us to better connect with the cultural offer across the city and with other cultural organisations to share good practice, knowledge and understanding, and to cross market our activities to support each other ’s work in terms of promotion, advocacy and profile.

Remuneration policy for key management personnel

Key management personnel undergo a yearly review of their work. This is carried out by the chair of the Trustees, who reviews their performance, development needs and achievements. If any remuneration is awarded at this review, all board members need to agree to this based on a successful review and performance before it is awarded to any member of personnel.

Risk management

Manchester Histories have considered the major risks facing the charity and have put in place policies and procedures to mitigate those risks. In every funding application, such as for the National Heritage Lottery Fund, Manchester Histories has to submit a risk management register to identify any risks associated with project work. Strategies and plans are then put in place to mitigate the risks to be able to deliverer project work successfully.

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Manchester Histories

Trustees’ annual report

for the year ended 31[st] August 2020

Statement of responsibilities of the trustees

The trustees (who are also directors of Manchester Histories for the purposes of company law) are responsible for preparing the trustees ’ annual report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

This report has been prepared in accordance with the provisions applicable to companies subject to the small companies ’ regime of the Companies Act 2006.

The trustees ’ annual report has been approved by the trustees and signed on their behalf by

Hannah J Barker

Professor of British History, Director of the John Rylands Research Institute SALC, University of Manchester.

Date ………… 10th May 2021

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Independent examiner’s report

to the trustees of

Manchester Histories

I report to the charity trustees on my examination of the accounts of the company for the year ended 31[st] August 2020 which are set out on pages 15 to 33.

Responsibilities and basis of report

As the charity trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ( ‘the 2006 Act’).

Having satisfied myself that the accounts of the company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your company ’s accounts as carried out under section 145 of the Charities Act 2011 ( ‘the 2011 Act’). In carrying out my ex amination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view ’ which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

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

Christy Lau FCCA CTA DChA

Slade & Cooper Limited Beehive Mill, Jersey Street Ancoats Manchester M4 6JG Date ……………………. 19th May 2021

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Manchester Histories

Statement of Financial Activities (including Income and Expenditure account) for the year ended 31 August 2020

Unrestricted
funds
Note
£
Income from:
Donations and legacies
3
20,000
Charitable activities
4
52,705
Total income
72,705
Expenditure on:
Charitable activities
5
28,105
Total expenditure
28,105
44,600
7
44,600
Transfer between funds
-
Net movement in funds for the year
44,600
Reconciliation of funds
Total funds brought forward
17,452
Total funds carried forward
62,052
Net income/(expenditure) before
net gains/(losses) on investments
Net income/(expenditure) for the
year		 Restricted
funds
£
-
147,915
147,915
151,044
151,044
(3,129)
(3,129)
-
(3,129)
33,192
30,063		 Total funds
2020
£
20,000
200,620
220,620
179,149
179,149
41,471
41,471
-
41,471
50,644
92,115		 Total funds
2019
£
30,000
424,886
454,886
426,060
426,060
28,826
28,826
-
28,826
21,818
50,644

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

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Manchester Histories Company number 08283259

Balance sheet as at 31 August 2020

Note
£
£
Current assets
Debtors
12
3,896
Cash at bank and in hand
13
97,965
Total current assets
101,861
Liabilities
Creditors: amounts falling
due in less than one year
14
(9,746)
Net current assets
92,115
Total assets less current liabilities
92,115
Net assets
92,115
The funds of the charity:
Restricted income funds
15
30,063
Unrestricted income funds
16
62,052
Total charity funds
92,115
2020		 £
£
70,999
60,653
131,652
(81,008)
50,644
50,644
50,644
33,192
17,452
50,644
2019		 £
£
70,999
60,653
131,652
(81,008)
50,644
50,644
50,644
33,192
17,452
50,644
2019
50,644
50,644
33,192
17,452
50,644

For the year in question, the company was entitled to exemption from an audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

These accounts are prepared in accordance with the special provisions of part 15 of the Companies Act 2006 relating to small companies and in accordance with FRS102 SORP, and constitute the annual accounts required by the Companies Act 2006 and are for circulation to members of the company.

The notes on pages 18 to 33 form part of these accounts.

Approved by the trustees on //2021 and signed on their behalf by: 10 05

Hannah J Barker (Chair)

Rob Higginson (Trustee)

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Manchester Histories

Statement of Cash Flows for the year ending 31 August 2020

Note
2020
£
Cash provided by/(used in) operating activities
18
37,312
37,312
Cash and cash equivalents at the beginning of the year
60,653
Cash and cash equivalents at the end of the year
97,965
Increase/(decrease) in cash and cash
equivalents in the year		 2019
£
53,278
53,278
7,375
60,653

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Manchester Histories

Notes to the accounts for the year ended 31 August 2020

1 Accounting policies

The principal accounting policies adopted, judgments and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

a Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), second edition - October 2019 (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006 and UK Generally Accepted Accounting Practice.

Manchester Histories meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.

b Preparation of the accounts on a going concern basis

The trustees consider that there are no material uncertainties about the charitable company's ability to continue as a going concern.

No key judgments which the trustees have made which have a significant effect on the accounts.

The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amount of assets and liabilities within the next reporting period.

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Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

c Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executor’s intention to make a distribution. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is a treated as a contingent asset and disclosed if material.

Income received in advance of a provision of a specified service is deferred until the criteria for income recognition are met.

d Donated services and facilities

Donated professional services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), general volunteer time is not recognised; refer to the trustees’ annual report for more information about their contribution.

On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

e Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank.

f Fund accounting

Unrestricted funds are available to spend on activities that further any of the purposes of charity.

Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose.

Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity’s work or for specific projects being undertaken by the charity.

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Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

g Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

h Allocation of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include back office costs, finance, personnel, payroll and governance costs which support the charity's programmes and activities. These costs have been allocated between cost of raising funds and expenditure on charitable activities. The bases on which support costs have been allocated are set out in note 7.

i Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

j Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

k Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

20

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

l Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

m Pensions

Employees of the charity are entitled to join a defined contribution ‘money purchase’ scheme. The charity’s contribution is restricted to the contributions disclosed in note 9. There were no outstanding contributions at the year end.

2 Legal status of the charity

The charity is a company limited by guarantee registered in England and Wales and has no share capital. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity. The registered office address is disclosed on page 1.

3 Income from donations and legacies

University of Manchester
Total
Donations
Unison
University of Manchester
Total
Current reporting
period
Manchester Metropolitan
University
Manchester Metropolitan
University
Previous reporting
period		 Unrestricted
£
10,000
10,000
20,000
Unrestricted
£
1,500
3,500
15,000
10,000
30,000		 Restricted
£
-
-
-
Restricted
£
-
-
-
-		 Total 2020
£
10,000
10,000
20,000
Total 2019
£
1,500
3,500
15,000
10,000
30,000

21

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

4 Income from charitable activities

Project Fees and Consultancy
Other income
Total
Current reporting
period
Manchester City Council (NIF)
- Harpurhey
Manchester City Council (NIF)
- From the Crowd
Greater Manchester Combined
Authority
Manchester City Council (ERF)
- From the Crowd
Manchester City Council
- Cultural Team
Arts Council
- From the Crowd
Historic England
The Granada Foundation
Manchester City Council
- Radical Read
Manchester City Council (NIF)
- Wythenshawe
Heritage Lottery Fund
- Peterloo 2019
Manchester City Council (ERF)
- People's River
Heritage Lottery Fund
- Emergency Funding
University of Manchester
Manchester City Council
- Discretionary grant
Manchester City Council (NAF)
- People's River
Sir Robert AcAlphine Fund		 Unrestricted
£
27,700
-
-
-
-
-
-
-
-
10,000
-
-
-
-
-
12,117
2,888
52,705		 Restricted
£
7,030
-
22,230
14,200
9,000
10,000
5,000
1,000
2,500
1,000
-
25,000
40,000
3,000
4,000
2,955
1,000
-
-
147,915		 Total 2020
£
7,030
27,700
22,230
14,200
9,000
10,000
5,000
1,000
2,500
1,000
10,000
25,000
40,000
3,000
4,000
2,955
1,000
12,117
2,888
200,620

22

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

4 Income from charitable activities (Cont.)

Total
Heritage Lottery Fund
- Peterloo 2019
Previous reporting
period
The National Archives
- Peterloo
Greater Manchester Combined
Authority
Historic England
Manchester City Council
- Cultural Team
Manchester City Council
- Manchester Hill
Manchester City Council
- Radical Read
Arts Council
- From the Crowd
Project fees and consultancy
Manchester City Council
- From the Crowd
Manchester City Council (ERF)
- From the Crowd
Greater Manchester Combined
Authority
- GM Archivists		 Unrestricted
£
-
-
-
-
-
-
-
-
-
-
-
17,546
17,546		 Restricted
£
181,900
22,230
3,410
92,800
10,000
20,000
7,500
12,500
7,000
40,000
10,000
-
407,340		 Total 2019
£
181,900
22,230
3,410
92,800
10,000
20,000
7,500
12,500
7,000
40,000
10,000
17,546
424,886

23

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

5 Analysis of expenditure on charitable activities

Staff costs
Event production costs
Professional fees - artists & curators
Other professional fees
Marketing & publicity costs
Other project costs
Monitoring and evaluation
Travel and Meetings
Governance costs (see note 6)
Support costs (see note 6)
Restricted expenditure
Unrestricted expenditure
Analysis of governance and support costs
Support
£
Insurance
49
Office costs
3,432
Accountancy services
-
3,481
Support
£
Insurance
224
Office costs
4,092
Accountancy services
-
4,316
Previous reporting
period
Current reporting
period		 Total 2020
£
94,290
4,444
6,309
57,102
3,233
3,693
1,916
2,701
1,980
3,481
179,149
2020
£
151,044
28,105
179,149
Governance
£
-
-
1,980
1,980
Governance
£
-
-
1,142
1,142		 Total 2019
£
112,068
4,287
198,901
-
79,193
15,162
5,916
5,075
1,142
4,316
426,060
2019
£
390,202
35,858
426,060
Total 2020
£
49
3,432
1,980
5,461
Total 2019
£
224
4,092
1,142
5,458

6 Analysis of governance and support costs

24

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

7 Net income/(expenditure) for the year

This is stated after charging/(crediting):
Independent Examiner's remuneration
Accountancy fees
Other
Staff costs
Staff costs during the year were as follows:
Wages and salaries
Social security costs
Pension costs
Other personnel costs
Independent examination		 2020
£
1,000
250
400
2020
£
83,962
6,747
2,519
1,062
94,290		 2019
£
1,000
250
500
2019
£
102,221
6,278
2,758
811
112,068

8 Staff costs

No employees has employee benefits in excess of £60,000 (2019: Nil).

The average number of staff employed during the period was 4 (2019: 5).

The key management personnel of the charity comprise the trustees, Chief Executive Officer, Community Engagement Manager, Project Manager, Administrator and Digital Content Manager (2019: the trustees and Chief Executive Officer). The total employee benefits of the key management personnel of the charity were £83,961 (2019: £41,500).

9 Trustee remuneration and expenses, and related party transactions

Neither the management committee nor any persons connected with them received any remuneration or reimbursed expenses during the year (2019: Nil).

No members of the trustee received travel and subsistence expenses during the year (2019:£ Nil).

No aggregate donations from related parties (2019: £ Nil).

There are no donations from related parties which are outside the normal course of business and no restricted donations from related parties.

No trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity, including guarantees, during the year (2019: Nil).

25

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

10 Government grants

The government grants recognised in the accounts were as follows:

Manchester City Council
Greater Manchester Combined Authority
Arts Council		 2020
£
74,930
25,000
40,000
139,930		 2019
£
148,440
19,500
40,000
207,940

Some of the Manchester City Council funding was unspent at the year end (see note 15). Otherwise there were no unfulfilled conditions and contingencies attaching to the other grants.

11 Corporation tax

The charity is exempt from tax on income and gains falling within Chapter 3 of Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the charity.

26

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

12 Debtors

Trade debtors
Prepayments and accrued income
13
Cash at bank and in hand
Cash at bank and on hand
14
Creditors: amounts falling due within one year
Trade creditors
Other creditors and accruals
Taxation and social security costs		 2020
£
-
3,896
3,896
2020
£
97,965
97,965
2020
£
4,317
2,280
3,149
9,746		 2019
£
5,317
65,682
70,999
2019
£
60,653
60,653
2019
£
57,292
20,131
3,585
81,008

27

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

15 Analysis of movements in restricted funds

Total
Manchester Histories
Festival Digifest
2020
Manchester City
Council
- Radical Read
People's River
Heritage Lottery
Fund
- Peterloo 2019
Manchester City
Council
- Cultural Team
Current reporting
period
From the Crowd
The National
Archives
- Peterloo
Manchester City
Council (NIF)
- Wythenshawe
Historic England
Greater Manchester
Combined Authority		 Balance at
1
September
2019
£
6,384
-
-
-
15,158
-
1,980
3,190
6,480
-
33,192
 Income
£
7,030
22,230
10,000
1,000
56,700
15,000
-
25,000
3,000
7,955
147,915		 Expenditure
£
(13,414)
(22,230)
(4,417)
-
(71,858)
-
(1,980)
(28,190)
(8,955)
-
(151,044)		 Transfers
£
-
-
-
-
-
-
-
-
-
-		 Balance at
31 August
2020
£
-
-
5,583
1,000
-
15,000
-
-
525
7,955
30,063

28

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

15 Analysis of movements in restricted funds (Cont.)

Total
Heritage Lottery
Fund
- Peterloo 2019
Previous reporting
period
Greater Manchester
Combined Authority
Greater Manchester
Combined Authority
- GM Archivists
From the Crowd
Manchester City
Council
- Radical Read
Historic England
Manchester City
Council
- Cultural Team
Manchester City
Council
- Manchester Hill
The National
Archives
- Peterloo		 Balance at
1
September
2018
£
-
-
16,054
-
-
-
16,054
 Income
£
181,900
22,230
3,410
20,000
142,800
7,500
12,500
7,000
10,000
407,340		 Expenditure
£
(175,516)
(22,230)
(19,464)
(20,000)
(127,642)
(5,520)
(9,310)
(7,000)
(3,520)
(390,202)		 Transfers
£
-
-
-
-
-
-
-
-
-
-		 Balance at
31 August
2019
£
6,384
-
-
-
15,158
1,980
3,190
-
6,480
33,192

29

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

15 Analysis of movements in restricted funds (Cont.)

Name of restricted fund Description, nature and purposes of the fund

Heritage Lottery Peterloo 2019, was a large scale programme of events and projects that Fund will mark the 200th anniversary of the Peterloo Massacre. Manchester - Peterloo 2019 Histories are leading on the programme with a host of other cultural partners and people across Greater Manchester to raise awareness of this significant moment in history, making Manchester a radical city like no other. Manchester City Grant to support core costs for Manchester Histories to deliver work related Council to Manchester’s Cultural Ambition 2018-2022 strategy. - Cultural Team Manchester City Radical Read explored young people’s involvement in peaceful protest over Council the last 200 years. The project was conceived by Read Manchester, - Radical Read Manchester City Council and led by Manchester Histories. Radical Read developed and delivered 15 themed Learning Resource available on the Petrloo website. The resources are free to use for schools and community groups, and anyone with an interest in how ‘peaceful protest’ has made a difference to young people's lives. Manchester City This project was set as community based project to celebrate Manchester Council (NIF) Histories Festival 2020, due to Covid-19 we were unable to deliver the - Wythenshawe project at this time. From the Crowd From the Crowd was an artistic and engagement project leading to an (Manchester City interactive public theatre / performance event held as part of the larger Council, Manchester Peterloo 200th Anniversary Event Programme commemorating the Peterloo City Council (ERF) Massacre where at least 18 people lost their lives and many more were and Arts Council) injured whilst peacefully protesting for political reform in the centre of Manchester in 1819. From the Crowd took place on the same site, at the same time, 200 years later. It was commissioned by Manchester City Council with additional funding from Arts Council England; and produced by Manchester Histories, Brighter Sound and Walk the Plank.

People's River A community led project that explored the histories and heritage of the
people and places who live and work along the River Irk. The project was
inspired by and designed to commemorate the bicentenary of Friedrich
Engels’ birth and his connection to the industrial river.

30

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

15 Analysis of movements in restricted funds (Cont.)

Name of restricted fund Description, nature and purposes of the fund

31

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

16 Analysis of movement in unrestricted funds

Designated fund
- Projects
General fund
Previous reporting
period
Current reporting
period
General fund		 Balance at
1
September
2019
£
17,452
-
17,452
Balance at
1
September
2018
£
5,764
5,764
 Income
£
72,705
-
72,705
Income
£
47,546
47,546		 Expenditure
£
(28,105)
-
(28,105)
Expenditure
£
(35,858)
(35,858)		 Transfers
£
(50,129)
50,129
-
Transfers
£
-
-		 As at 31
August
2020
£
11,923
50,129
62,052
As at 31
August
2019
£
17,452
17,452

Name of

unrestricted fund Description, nature and purposes of the fund

General fund The free reserves after allowing for all designated funds

Designated fund Allocated to support our ongoing public engagement programmes and Manchester Histories Festival.

32

Manchester Histories

Notes to the accounts for the year ended 31 August 2020 (continued)

17 Analysis of net assets between funds

Net current assets/(liabilities)
Total
Net current assets/(liabilities)
Total
Previous reporting
period
Current reporting
period		 General
fund
£
11,923
11,923
General
fund
£
17,452
17,452		 Designated
funds
£
50,129
50,129
Designated
funds
£
-
-		 Restricted
funds
£
30,063
30,063
Restricted
funds
£
33,192
33,192		 Total
£
92,115
92,115
Total
£
50,644
50,644

18 Reconciliation of net movement in funds to net cash flow from operating activities

Net income/(expenditure) for the year
Adjustments for:
Decrease/(increase) in debtors
Increase/(decrease) in creditors
Net cash provided by/(used in) operating		 2020
£
41,471
67,103
(71,262)
37,312		 2019
£
28,826
(47,070)
71,522
53,278

33