Remembering the Past, Resourcing the Future CIO (Registered Charity 1155014) Trustees Report and Flnanclal Statements for the period 1st January to 31st December 2023
Tru5t•es Report 2023 Charlty nam: Remembering the Past. Reswrcing the Fuiure Olhtr nam•5 the charity Is known by". RPRF Roglster•d charSty nuMIr. 1155014 CharSty's Prln¢ipol address: Room 118. Lin5kil Cenlre. Lin$kil Teff. North ShId8. T6 & Wear, NE30 2AY Namos of ¢h•rfty trust••s who manag• th• ch•rtr. David Hodg8on - Tr888uT¢r Ron Hillaby K8lh Smith Chrls Wray I trustè$s giv8 their time vdunl8rfty and f¢ctwed Th) r8muneralw. Narn• ol chl•f •x•¢utlw or n•rn• OlnIor staff m•mb•rn: Aexandra Walson, Chanty ManOr The Trust88s pr8S8nt their annual rop1 and financial slatemenls for the yoar ènded 31$t December 2023. Included wthin the Trnsiee5' report 1$ the difectors. mport as required by company law. Relerence and administrative InformatK>n Set oul on pag8 1 fom)s part ol this report. Th8 fJnarKl&l stalemenl$ comply with ¢urmnl slatutory requirements. Ihe mtrmorandum and altides ol assotsats.on and the Slalem•nl of Recommended Praclic6- Accounting and R8POrtin9 by Charities." SORP a91¢able to charfties prepariry Ihelr a¢cwnts In accrffd8& wlth FRS 102. Obledlve¥ •nd A¢tlvftl•i Charltsbl• Obhctlv•8 l. Vance the education ol Ihe putyic in Tyne and Wear in partKul8r bul not èxdu51V8ly by.. school children through Ihe collection and disseminalthn ol Merrl#s. evnCeS and thoughts ol older peop10 and 051ablishing and maintsining a community archive recording $o¢i81 history through the mèdium of oral history and mminisc•nc8. 2. PTomot8 $ocial inclusion lor the publK b•nèfrt by preversb"rvJ peopk8 from t(nIry $tsIty exthjded, relvIng tho ndts ol thow p8opl¢ and 88Srtting thém to int•gral8 inlo 8woty. A¢hl•vlny Publ1¢ B•n•fft Truste88 have ¢omplieé with Ihè duty in SectKsn 4 of the 2006 Chatitios to havg due regard lo guHlan¢e on wblic bentfil. The focus of our actmtws Con.UeS to b8 Ihe aleW8tH of l¢Jneliness, s¢xlg1 and digital i5018lion fa¢ed by older peop in Norfh TynesMJe. The method used lo 3thve this 1$ Ihe cglle¢lion by volunleèrs of older 0p1¢.8 MorieS relating 10 tho cultural, workir4 and social life ol the area and tho diss0rninaln of this ¢ontsnt lo lh• wder cornmunity.
Public Benefft in AC0 Our colleclion is a record of the social history of Ihe North EasL coveriThJ Ihe stories of ordinary people. It include$ the voices of people invglved in many of the area s kisl Trndustnes and trades, as well as vivid description5 01 cultural tr3dition5. The qualny an¢J conlexl these often-mi5sing voice5 add to an understanding ol history is hi9hty valued by our kxal. nalwjnal and intemalional audiences. We hdp our ¢ommunrties to understand more abt the heritage of the places which they live and the lives of their own relatives. Our method of engagement is ba58d on gainiro and retalniry the confKlerKe of conlribuiors. raislng Ihelr self-esteern as the team makes them aware of the Importanc8 of Ihe sti)ries Ihey a shariTrg. By li$tening to their stories. and bearing witness lo their unique expernce of lrfe, skiifeil vdunteer InterWe empower and engage people from all walks of life Our digital team prepaie and Llisseminate these memors and oral hsslones, retuming copies to conlriblrtots and adding Ihem io our web-ba58d cornmunity hislory archive. wbYw.remembefingthepast.co.uk. Wo develop our work in partnerthip t(4nnwnibe$, a¢adgrn. volunteeis, aiknsts and org8nl8ation$ and our approach is one of ¢Ov¢uraticffi. led by conthbthots ano in18lewees A¢hl•v¢m•nt$ ol lh¢ Chaflty durlng 2023 Thi$ year has seen the beginning of a perlod of sKJnrfic8nt ¢hange for Ihe ganisat)n fdl¢ywing tho reliremeni of iorrn•r leng serying manager. voluTht88r and Iruslo•, Kaih Smth in Au9u$I 2023. Kath was nvolved in the organi$81ion since 2002 and ¢)versaw Ihe creation ol a digitsl archivè lor the collecbon. the constituting of Remembèring The Past, R8sourcing The Fulur• as a chanty. and the (18vekJpmenl of its delivery Method and expertise. During her iimts al Ihe charity, K8th undertook huThdrnds of interviews vllh individual$ and groups across Tyne & Wear and added much valuab social history to Ihe hi51or ro¢ord. The loss of Kalh's experiènce and expertise had highltghièd os 8 mar Trsk for the org8ni$alion and trusiees Undertook succes510n anning and nsk milig8lion slralegies. eXandr W8tson was appolnled 85 3 Developmenl Klanager in November 2022 lo expbrn opportunities f¢Y the charity and In July 2023 the charrty WZS 5uccesslul in a¢hVIng lunding for a year project from thg N81ional Lollery H•ritage Fund 10 Improve tha QfganisathJn's resi1n 8nd susi8inabtlity. R8memb&ring rhe Past. Shaping The Future.. Heiiia9• Ros9¢6 Proffi¢l' began in Seplembor 2023 and will run until Sepl8mbtr 2025. It aims to secur6 the future of the charity. through dvok)pirg $lror¥Jor internal Slrucluies. building Capacity and undortakiThg Strateg anning. Acti in seven SFecik areas will achieve this. Thèsè arè." Governance. V¢Yunteers. Business Planning. EvalualKJn. Cdle¢tions D•v•lopm•nl, Audlgn¢g 0gvelopThnl and Ma•ting. Pro118. North Shlold H•rltsg• Zon• P•rtn•r•hlp Thi$ year we have delivered phase 3 01 our projoci 10 creale a new cdlection of 5t0$ ¢apiurin9 antj C81ebratirrfJ the irnportanct of North Shields Herila98 Action Zone to commercial. cullural and civic li18 in North Shields. This phase focus5•d on captunng conternporary voKes of people wtho turn11Y live an(1 work in the area, reflecting on their ¢yrrent experiences and h¢)w the area has Changod in recenl years 8nd during the HA2 project. Following the completion of Ihe inlervN8ws, 8n •xhIOn e¥¢erpl$ from the stories, photographs and some of the research was displayed lor Ihree w8ek5 North Shièkls library and talks werè given. Throughout the project volunteer5 undtrrtook post-production work on the inttrview $oun¢J files to create full Iranscnptions and excerpls for the website. Wè exceeded our tsr98ts for $lones eollecled. partklpanls and audience engagernent. Herrlng Girls In order lo recognise the TO and contribution Ihat %hYJmen have thed over lh• In the loc81 fishing industry, the North Shields Fishermen's Herilage Prosecl INSFHPI tommissioned a lrfe-sfL8 Sculpture of a Hetring-GiH to be located wilhin Ihe regeneralion area of the Fish Quay. The scuIplu wa$ ma¢Je by local artist and Steel labricalor., Ray Lonsdale and complements Ray's sculpturg'The Fisherrnan, which is bcated on FIddr.5 Gwn. Noth Shield's Fish Quay.
As part of the projed rnernber5 of NSFHP commi8$ione# Rernembering the Pasl Res(rtIng The Future to ¢dlecl a sel of oral history interviews th peop wrfh [rmorS of Ihe hetring girfs. Collecting these Stories increases lo¢al krLowledge about Ihe work Ihe Herrin9 Girfs dwj and celebrdtes their charer and resilien¢e. 5 of the 7 IntervW5 have been ¢(xnpleted. Ihe r851 schedul8d 2024. Pearey Hous• The final stage of this h¥0-ar project was to work alongsxye the slaff ai Pearey House to produce a commemoration book lor the organisalion's 150 anniversary. 188turing trans¢ripts of the Interviews wg collected in 2022. Tht5 inclu$K)n of the yoe5 of service users with their lived exp8ri8nc8 was Cri81 lo how the organisalion wanted lo cornorate theK history. The bcdK was nChed al Pearey House's annual summtrr gard8n party and distributed to all proiecl parbupants. Worn•n In Shlpbulldln9 Flr&t World War The Wornen in Shipbuikling proje¢l is a pop-up exhibiton touring venues along the Tyne leaturing photographs of North Ea51 wornen al Irk in the shipyards taken duriThJ the First Worfd War. These Ima9es. sourced from Imperial War Museums. cL4Iecln. will act as a local PDint for people lo contribute their own farnily $lones. photographs memorabilia relaD"ng 10 thi"$ neglecl8d area ol Ihe region's history. A5 part of th8 project Hislonc England cornmissK)ned Remembenng Ihe Past. Resoun9 The Fulura to record a Set of oral history in18rvw48 with peopl6 wtho have farnily Thmrigs of women working in the shlpyards, a5 W811 as ¢onlemporary accounls of wom8n currently working. or zspiring lo work in the STEM sector Rememinng The Past, Resourcing The Futur invigilated the exhibrtKJn when il OP8ned in the Forurr Shopping Centr8, Wall$end. meeting audiences from the thal wmmunity. gathering interview leads and inlormation and d•liv•fmg a schcd wrykslw. 'Th8nl¢ you lor today. The childr9n W o greol ftpoming and enjoyed ejplothg lh• phoiogr8phs and leaming mor8 aboul Ihe history of shipbuildirvJ in Ihe 8re8 8ndp8thularfy the role 01rnen in th indu$lry.' Teachw Irorn Richardson Oe9$ Pftmary S¢ho Publlc Engag•m•nt'. Talks Progr•mm•: Thls year our volun18ers deliv?d 10 18MKs on • Varièty 018ubpcts to hxel 9p$ and sc¢1, rgathlr¥J over 250 people. However. folbwing Kath's retirement anLI the stepping back of one of the key tslks volunteers. 11 has dècided to put a hold booking on any speakiry Ccmmltnnts for 2024 and rwiw Ihis area of work 88 part of Ouf busiwss pLqnning 98rfy n¢xi 01. Local Hl•tory Day We attended Local History Day at North Shiehys Library in May an exhibrtK)n of oxhibiln of local photographs. Th86e brought (Njt a stream of new rrrrnes ond gr•ai 8ngagemenl botse&n peop attending the event. Wè wtre also able to luther deveknp ou¥ links wilh other herrtage organi58tion5. Awards: Communlty Ax¢hl¥¥ & H•rlt4g• Group ICAHGI Aw•rd In July. Remembering The Past. Resoufcing The Future received Ihe'communty Engagement. award in CAHG'S nation81 Community Archive5 Awards Ouf woth lo Cord little known hislorivd and voices not often Included in the historic record. Recein9 the award in London was an opportunity lo nehvork wth othèr similar organisalion$. sharing ideas and best pracbce.
Looking fowwzrd lo 2024 We anticipate Ihal 2024 will be a yeaT ol transrfw for th8 charity. where our locus WAII be on developing our intemal structures. processes and strategie5 Ihrough our Henlage Fund resilience proiect. In light ol extem31 factor5 such as the CUFTent fiJrsding envirwmenl. il has b8corne clear thai we need to deveknp new business plan whi¢h will help us to diversrfy our income streams. Another wKJrily of the project is to improve our monitoring and evalUa>Th peSSeS $0 Ihatwe are better able to deJ7KJn$trate impacl and reach of our work. W8 8re conyidenl th8t through the work wo plan to cary out in Ihe next a¥we wll nol onty t11 our organisalional re$ilien¢e bul extend our capacity io reach rIre pe. The Trustees would like lo Ihank all our pallners. 51akeholders. freelancers, staff. fvnder5, volunteers and audienc8s who have 5UPPOrted the charty over the past year. Fln4nclal R•vi•w Fln•n¢lal Infomi•tlon Al the end of the financlal year. the chafitys tolal rèsffts Stood al t34.897. This CLMnSed of 18.212.20 of festricled funding and £16.684.8 of unresthcted funds. In 2023 RPRF r•l$•d fvnds frorn lh• followlng ¢harflabl• Sour¢. Nalional Lottery Htrilage Fund £27.119 Rolhley Trust £320 R W Mann Trust £1,000 In 2023 RPRF r•S••d lund• •• a r•#ult of f••s for s•rvk• from: Fees for Talks Ivarious local clubslsouetsI £255 Hori9 ActK)n Zone phase 3 {Histo E[land via North T&$th cnlI £2.800 In 2023 RPRF r•ls•d funds from the followlng #our¢••: Donatn$ and Sals of Books £154. Bank Inter851 £218. Th• ch•rltVs pollcy on r•i• We zre aware a5 Irusloes ol Ihe need lo have sufficient Iree re58rv•s lunrestricled fun¢$ rK)l invgsled in a$$g1s or otheMise d8signai¢dl to enable the or9anisation to respond 10 any unexpected reduclw¥ in lunding or 8dditional unexpe¢led expenditure. It is Ihe inieniion of the Twslee$ lo grow and maintain the chanty's reserves to th• •quivalfrni of six months. Opera.al exponditur•. This is ulculHigd at approxim8lely £16,000
Structure. govemance and managern•nt Constltutlon adopted- 16. December 2013 How the charity is consthut¢d: Charitable InCOrFrated Organtsal Tru$l¢¢ 5tlertion rnethods.. Trustees a appointed for a period of three years Tru$te¢ Meetlngs.. The Trustees mel on Iwr OC¢a$KmS ty recer¥8 quartety reporfs on 8rt5 and financial updates and revièw poly. Addltlonal Gov¢man¢t Infonnation: RPRF is a memberof Norlh TsKI8 VODA. Ihe local voluntary developrnent agency, which provides 5UPPOrt and guidanc8 on governan and wod practic in 8mployment matter5 from the charrty sector peped1ve an¢J an associate member of the North Ea51 8usirnes5 Charnber which keeps us in touch WFth local developnnts in Ihe business world. The charity Is 8150 8 member of the Oral History Socvdty, the profe$siwal body relating specifically lo our mernory Ilection aclivrties. OHS provxles trairblng and r•5tyJrce5 to ensure we adhere lo o)od practice in the collection and archNinp or oral hi$tori•s. The contdbutk>n ol volunt••rs: RPRF 15 an organisation which only 8$ because of tha work done by its ¢ommitled learn of volunl88rs. Wo are grateful lor Ihe rnaThy hours they have speni ¢olkcb"ng and dis58minating Mem$. developing new l¢xal history resources and managing the day to day running ol the OTganisalion. Wilhout thls v81uable contribution of lime. energy and experts8 the or9anisation nol exisl RPRF offers the followlng b•n•ffts to volunts•rs: V8ried and rewarding volunteenng OPP)rtunit'es to ensure thal Ihe RPRF communty hBtory archive L% rnainlained. Oxpanded and rnade publ availa0 kn 8$ wide an audien as possibl• and in as many lormai5. A non-threal8ning introdu¢bon lo every aspoct ol IT 18chrK>bgy IhrThigh actNrtl•s r•1#.j tg ¢dlocling memor¥ for the organi$4tion'5 W8b5ile and 8hlY•. An opportunity to develop high bvels ol ski115 in oral history ¢&lection. 8r¢htving and dis$emin81jn. These 8re recognised to b¢ at professional or Skilled by Nat1 H8rrtag& Lotlery Fund crilor¢a. An opportunity lo influence the developrneril of new Pfojects and dovebp new org8ni$albn816kllls as wdl as the core skills ol Iho organwIn Rl•k Manag•m•nt Risk essessmenl has madè us Aware of the irntx)rtance ol proltcting all particpants al every stage of th memory collection prctess and e$p8¢i811y Importance ol saleguarding and tjata protectic. There is vulnerable adults gnd egu81 opportunities policy in plAce which gu0$ all ol tsur woth. In 2022 our policies and procedures in r¢lation to General D8la Pl8¢0n Régulath?n w8rg T¢viewed. Thls was 4ddits.on 19 Ihe complotion of 8 review of all other polKie5 ènd procedur8$ rek8vani to our activilws. A paiti¢ular rKsk thal has had to be managed this ar has boèn the rment and SUCeeSSh?n F4anning for Kath Smith, trustee and prewously Manager ol RPRF. Looking ah8ad lo 2024. key risks lo mrtig81e for Include losing volunteer inlewsl Wh+$t we a wortiry on our ini•mal Prqect and contSnulrrfJ lo njn day lo day op$r8tbon5 whll81 also d¢liverin9 the NLHF proJ#ct. Compllance wlth Pr•v4llln4 Lw and R•gulatlon• Tho financial 51alernenls have been prepare(l in accordance vAth the a¢counllng polldes set oul In the notes lo Ihe accounts and ¢omkgy wilh Ihe charills govemir¥3 do¢umoni. the Charities Act 2011 and Accounting and Reporting by Charities.. SlaleNnl of Recommended Prac11 appluble charitie5 preparing their accounts In aCCdance wilh ¢he financial rewjrting slandard for Smaller Entities publishe on 16th JuW2014. The trust••¥ d•clare that th¢y ha •ppro¥•d th• trusl•e#' r•por( Tr•a•urer Trust•• A4J %) bl•Tr4S?pl On b•h•W olthe Trustees
North Shields Library Club's Remembering the Past, Resourcing the Future Project INDEPENDENT EXAMINER'S REPORT Report to the trustees of Remembering the Past. Resourcing the Future CIO On accounts for the year èndèd 31 December 2023 Charlty no 1155014 R•$pocti respon$lbllltles of trustees and examin•r The Iruslees of the organisation are responsible for the preparation of accounts., they eonsider Ihat an audit is not required for this year under section 144121 of ihe Charities Act 2011 and that an Independent Examination is needed. 11 is my respon51bility lo examine the accounls (under section 145 of ihe 2011 Acll. • follow Ihe procedures laid down in Ihe General Directions given by thg Chanly Commission {under secb'on 14515)Ibl of the Acll, and • state whelher particular matters have come lo my attention. 8asl$ ot My examination was carried out in ac¢ordan¢e with General Direclions Ind•p•nd•nt giv8n by the Charity Commissioners. An examinatson includes 8 review of examlner's the aceounling records kept by the charity and a comparison of the stat•m•nt acunIS presented with those records. 11 also Ineludes consideration ol any unusual items or disclosures in the accounts, and seeking explanations from Ihe Iruslees concerning any such mallers. Tho procedures undertaken do not Pfovide all the evidence that would be required in an audrt, and consequently I do nol express an audit opinion on the accounts. Independ*nt examlnerfs statement In the couise of my examination, no malter has wme to my attention.. which gives mo reasonable cause lo believe that in, any material respect. the Iruslees have not mel Ihe requirements lo ensuro Ihal.. • proper accounting records are kept lin accordance with section 41 of the kll.. and accounts are prepared which agree with the accounting records and comply wilh Ihe accounting requirements of the Act., or 2. to which, in my opinion. attention should be drawn in order lo enable a proper undefslanding of the accounts tr) bg reachod. Slgned: Date: 30 October, 2024 Namo: Address: Mark Thompson MAAT VODA Spirit of North Tyneside Wing 2nd Floor, Wallsend Customer First Centre 16 The Forum Wallsend NE28 8JR
Remembering the Past, Resourcing the Future CIO (Registered Charity 1155014) Statement of Financial Activitie5 for the Year to 31st December 2023 RECEIPTS Unfestrlcted Restricted Fvnds Funds Tota Yearto Funds 31-De(-22 Grants National Hertiage Fund Community Foundation Rothley Trust RW Mann Trust Fees for Service Donations & Sale of Book5 Bank Interest 27119 27,119 320 320 3.055 155 219 3.055 155 219 7.3Q) Total Rttelpts 3.429 £ 28,439 E 31.868 £ 37,904 PAYMENTS Salaries Trainin81Professional Costs Staff & Voltsnteer Travel Costs Other Volunteer Expenses Insufènce Internet & Telephone5 Room Hire Equlpment IT Costs Resource Maierizls Markèting Subscriptions Postage and Stationery Lease Renewal Attountanty Costs Bank Char8es 16.702 2,275 16.702 2.461 186 566 636 839 455 839 455 605 5.847 121 1,188 4.659 5.422 541 218 810 323 443 23 250 220 67 502 334 786 228 70 464 16 966 350 57 285 70 220 220 Total Expenses 9.09$ £ 10,823 É 29,918 £ 14,029 (Deficitllsurplus for the Year 7,616 1.950 23,875 Transfer between funds 8.636 8,636 Funds Brt>u¥ht Fonvard 14.034 18,913 32.947 Funds Caryled Forward 17.IMVI £ 17.893 £ 34,897 £ 32.537
Remembering the Past. Re50urcing the Future CIO (Registered Charity 1155014} BALANCE SHEET as at 310ecember 2023 31.0et-23 31-Dec-2 Current Assets Cash at Bank Debtors Prepayments 34,922 2,800 32.941 455 Total A55ets 37,722 33.396 Current Llabilitles Creditors and Atcruals 2.825 449 Total Expenses 2.825 449 Net Current Assets J4.897 32,947 Nei Assets at 31 December 2012 34,897 31.947 Reprtsonted by'.- Restrl¢ted Funds Unrestrlrted Funds 17,893 17.(X 18,913 14.034 Funds Carrl•d Forward 34,897 32,947 Sl&ned:. RON HILLA8Y- Trusteo DAVID HODGSON-Tru5tee/Trasurr Date- October 2024
Remembering the Past, Resourcing the Future CIO (Registered Charlty 1155014) Notes to the Accounts Year to 31st December 2023 11. Ba$ts of Atcourrt5 These accounts have been prepared on an Incorne and Expenditure ba515. reflecting prepayments and accruals. Gr•nts Grants were retelved during the Pefiod as follows:_ Restflcted Fund Natlonhl Heritage Lottery Rothley Trust R W Mann Trust 27.119 320 28,4YJ 31. F** for kThJce Work Work carrieij out on thls basi5 dufin8 the period was as follows'.- Heritage Action Zone Fee5 for Talks Ivarious local club5150cietiesl 255 3.055 41. An¥lysls ol Funds Restricted Funds analyse as follows'.- rKe Sncome Trtnsfer Unrertrlrted 8alanco 31-Dec-23 01.Jan-2 National Heritage Lottery Rothley Trust Community Foundation R W Mann Trust CommunSty Ftsundalion {Kell Fundl- New 27,119 320 8.907 320 18,212 1,102 295 17,516 1,102 401 6.814 894 10.702 18.913 28.439 20,823 8.317 18,212