Trustees' Annual Report for the period
Period start date Period end date 01 01 2022 31 12 2022
From
To
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1176673
Our Chartist Heritage
Charity's principal address 18 Ruperra Close, Bassaleg Newport S Wales Postcode NP10 8NP
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(if any) |
|---|---|---|---|---|
| Dr MJ Drowley | Chair | |||
| Dr EM Jones | ||||
| CJH England | Treasurer | |||
| M Anderson | Resigned 28.09.2022 | |||
| NA Vignoli | Resigned 06.10.2022 | |||
| HL Vaughan | ||||
| GJ Inight | Resigned 24.06.2022 | |||
| E Mortell | Resigned 21.06.2022 | |||
| JC Ferris | ||||
| M Hexter | Appointed 19.10.2022 | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document CIO - Foundation
- (eg. trust deed, constitution)
How the charity is constituted Trust (eg. trust, association, company)
Trustee selection methods Appointed by Trustee interview (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT IN THE HISTORY AND HERITAGE OF THE CHARTIST MOVEMENT BY THE PROVISION OF ARTS EVENTS AND ACTIVITIES, TALKS, EXHIBITIONS, CONFERENCES, SPORTS AND HEALTH RELATED ACTIVITIES, EDUCATIONAL MATERIALS AND BY SUCH OTHER MEANS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.
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Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The Trustees have undertaken a range of activities during 2022, with due regard to the guidance issued by the Charity Commission on public benefit. These activities included: the appointment of one new trustee (Matthew Hexter); the reappointment of two trustees to a second term of office (Melinda Drowley and Elin Jones); the Board also accepted the resignations of four trustees (Muriel Anderson, Eoghan Mortell, Gary Inight and Nicky Vignoli) all for personal reasons approval of four new policies: Environment; Data Protection; Volunteering and Welsh Language Policy and Guidance onTranslation participation in Arts and Business Cymru’s Prosper Programme which provided a course and coaching to support the development of a diversified fundraising strategy a range of activities funded by Heritage Fund via WCVA’s Catalyst Cymru Broadening Horizons Programme and supported by consultant Bev Garside, which included: skills audit of trustees and gap analysis report to inform trustee recruitment; production of a Trustee Handbook; revised trustee recruitment and induction processes; policy review and development installation of additional plaques on the Chartist Trails including the Ale Trail rigorous risk assessments for in-person activities and events organised by OCH, to ensure the safety of participating volunteers and members of the public in the context of Covid 19 the delivery of the Fight for Facts project including schools workshops, funded by Mutual Gain Participatory Budgeting Fund and work with marginalised communities funded by Cardiff University’s School of Journalism, Media and Culture (JOMEC) live events including o Screening at Riverfront Theatre of Made in Dagenham o Creative Conversations: Discussions on Democracy for adults and children at Riverfront Theatre o Annual Chartist Commemoration Ceremony in the churchyard of Newport Cathedral on the 153[rd] anniversary of Newport Rising, o Newport Rising Torchlit March from Belle Vue Park to the Westgate Hotel which began with a performance of Tim Riley’s choral work ‘Treason’ o the Annual Chartist Convention at Newport Cathedral which included a lecture about the latest historical and ballistic research into the bullet holes in the pillars of the Westgate Hotel and a second performance of Tim Riley’s choral work ‘Treason’ o live music events at the Westgate Hotel and The Cab, which included a performance by Kevin Brennan MP of his new Chartist song Believe o Spy Cops, Collateral Damage and Solidarity panel
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discussion at the Westgate Hotel including book launch of Collateral Damage by Steve Howell
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oopen house for the general public and local schools at the Westgate Hotel with opportunities to quiz historians about the latest research into the bullet holes and to participate in a workshop about reliable and unreliable witnesses in the aftermath of Newport Rising -
olaunch of Peter Strong’s book ‘ The Bristol Connection’ at the Westgate Hotel -
digital output enabling a wider range of people to engage in the work of OCH, for example, the virtual Chartist Commemoration released on 4 November 2022 streamed at the time when the in-person event was taking place
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invitation to join a group of 33 organisations forming the Welsh Third Sector Digital Pioneers Project, led by Cwmpas and funded by Welsh Government
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successful completion of a Corporation Tax return to HMRC
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Summary of the main The year began with the spread of the Omicron variant of Covid 19 but by the achievements close of 2022 very few of the restrictions imposed to contain the pandemic of the charity remained in force. The energy of the Board was primarily focused on enhancing during the OCH’s organisational resilience and sustainability, submitting three iterations of year OCH’s application to Heritage Fund and relaunching OCH’s events and activities post-Covid. Four trustees resigned from the Board for personal reasons in 2023 but three of them still maintained a high level of commitment to the work of OCH: Muriel Anderson as a member of the Convention Committee, Eoghan Mortell as a member of the Festival Committee and both Eoghan and Nicky Vignoli as key Newport Rising Festival volunteers. The Board is grateful for the significant contribution made by each of these trustees, particularly during the pandemic. One new trustee (Matthew Hexter), with a range of skills required by the Board, was warmly welcomed in September 2022 and in early 2023 accepted the role of Digital Trustee, with responsibility for leading on development of a digital strategy for OCH.
The Trustees also owe a debt of gratitude for the invaluable services provided pro bono by David Daniel throughout 2022. Through him, sufficient funds were raised for a modest Newport Rising Festival, which brought the Torchlit March back to the streets of Newport, but which included no income to cover the role of Festival Director which David fulfilled with his customary professionalism.
As usual OCH’s planned activities in pursuit of its charitable purpose were presented as a Workplan for the year. For ease of reference the structure of this report follows the structure of the OCH Workplan 2022.
| AIM 1 | TO INCREASE THE MEDIUM-TERM RESILIENCE | Aim 1 | ||
| AND SUSTAINABILITY OF OCH AS AN ORGANISATION | ||||
| Objectives | ||||
| 1a | Conduct a skills audit of trustees and produce a gap analysis | |||
| to inform recruitment of more diverse Board. Create a trustee | ||||
| induction pack and trustee role descriptors. | ||||
| 1b | Review and revise as necessary OCH’s existing suite of | |||
| policies and add policies as required, to include: Volunteering; | ||||
| Welsh Language; Data Protection and Environmental Policies | ||||
| 1c | Develop a policy and organisational framework for OCH’s | |||
| volunteer workforce, including a Volunteering Policy, Volunteer | ||||
| Complaints Policy and Volunteer Handbook, in consultation | ||||
| with current volunteers. | ||||
| 1d | Complete the Essentials Questionnaire (a diagnostic tool that | |||
| provides a basic health check of volunteer practice against the | ||||
| six standards of the Investing in Volunteers Award) by July | ||||
| 2022 and articulate an Action Plan to be implemented by | ||||
| December 2022. | ||||
| 1e | Produce and implement a three-year rolling Strategic Business | |||
| Plan | ||||
| 1f | Produce and implement a Fundraising Strategy and Action | |||
| Plan to diversify income streams and complement the Strategic | ||||
| Business Plan | ||||
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Aim 1 Objective 1a was achieved in full.
OCH had successfully applied to participate in WCVA’a Catalyst Wales Broadening Horizons Programme and was allocated coaching support from consultant Bev Garside, who proved an excellent match. Bev conducted one-toone interviews with trustees and produced a skills audit and gap analysis report to inform recruitment of new trustees. A Trustee Handbook, including trustee role descriptors, was developed and piloted; it was approved in its final form on 4 April 2023. One new trustee with a range of skills required by the Board was recruited in September 2022 and in early 2023 accepted the role of Digital Trustee, with responsibility for leading on development of a digital strategy for OCH.
Objective 1b was achieved in full
OCH’s suite of policies and guidance including the recently approved Conflicts of Interest Policy and Disclosure Form, Volunteering Policy, Environment Policy, Data Protection Policy and Welsh Language Translation Policy, was reviewed and approved at the AGM in May 2022.
Objective 1c has been rolled forward to 2023-5
A Volunteering Policy was approved at the AGM in May 2022 but OCH lacked the capacity to put in place other components of a policy and organisational framework for its volunteer workforce. This objective featured in all OCH’s unsuccessful applications to Heritage Fund and Volunteering Wales and appears as one of the approved purposes of our successful application for NM-22-00860: The Chartist Workshop and therefore as an objective in OCH’s Workplan 2023.
Objective 1d was not taken forward
Ffion Davies and Haf Neale from St Fagans and Nicola Nicholls from WCVA provided helpful advice to OCH about registering for Investing in Volunteers which informed our submissions to Heritage Fund in April 2020 and April 2022. However, in light of advice we subsequently received from Heritage Fund to consider a smaller, more focused project, OCH decided in August 2022 that this was not the right time for OCH to enter into this major undertaking.
Objective 1e has been rolled forward
The development of a three-year rolling Strategic Business Plan was identified as a priority in the organisational health-check provided as part of the Catalyst Cymru Broadening Horizons Programme. Unfortunately, it was not possible to allocate sufficient consultancy hours to cover this in addition to the governance review. This objective appears as one of the approved purposes of our successful
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application for NM-22-00860: The Chartist Workshop and therefore as an objective in OCH’s Workplan 2023.
Objective 1f has been rolled forward
Some progress was made on this objective. The Chair and David Daniel both attended an helpful online course on preparing a Fundraising Strategy, delivered by the CEO of Arts and Business Cymru (A&BC)as part of the Prosper Programme. In addition OCH was provided with online coaching by a specialist consultant to assist with writing a case for support and drafting the strategy. For a variety of reasons this was problematic and undermined rather than fostered confidence. A&BC is keen to remedy this poor experience by supplying more appropriate support. This objective appears as one of the approved purposes of our successful application for NM-22-00860 and therefore as an objective in OCH’s Workplan 2023.
Aim 2
| AIM 2 | TO DELIVER AND EXPAND OCH’S KEY ANNUAL EVENTS | |||
| Objectives | ||||
| 2a | Oversee organisation of the Schools Chartist Event Date TBC | |||
| 2b | Oversee organisation of the Annual Chartist Convention Saturday 5 November 2022 |
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| 2c | Oversee organisation of the Chartist Commemoration Event Friday 4 Nov 2022 @1600 |
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| 2d | Oversee organisation of the fifth Newport Rising Festival, including the Torchlit March on Friday 4 November 2022 @1800 |
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| 2e | Oversee organisation of the Senedd Celebration of Democracy date TBC |
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| 2f | Add new summer event to the core: The Triumphal Return of John Frost to Newport |
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| 2g | To launch a new, year-round, rolling programme of heritage-related events and activities focused on United Nations International days and weeks with and for local groups and communities under-represented in heritage and for members of the general public for whom the day/week has resonance |
Aim 2
Objective 2a (Schools Chartist Event) was achieved in a modified form
Members of the Education Committee advised the Board that the pressures schools were experiencing because of Covid 19 made it unlikely that they would have the capacity to coordinate a major multi-school event in Autumn 2022. OCH decided instead to focus on an Open House at the Westgate Hotel in November, at which pre-booked classes of schoolchildren would be able to participate in a
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Chartist-themed workshop, quiz historians about the Westgate Hotel bullet-holes and receive a freshly stamped Chartist coin from Charles Ferris. The event was booked to capacity and greatly appreciated by staff and pupils alike. The workshop has the potential to be developed into a full-scale school event.
Objective 2b (Chartist Convention 2022) was achieved in full
The Annual Chartist Convention took place in person at Newport Cathedral once again, this time without social distancing. Pre-bookings were slow but attendance was comparable with 2021, with around 80 paying delegates plus invited VIPs and significant numbers of volunteers and stallholders. The two sessions were expertly chaired by Jayne Bryant MS and Dr Elin Jones, Vice Chair of the Board of Trustees. Talks were generally of the usual very high standard, the highlight of the day being a joint presentation by Ray Stroud and Olly Blackmore about new historical and ballistic research into the Westgate Hotel bullet holes. However, the Convention Committee agreed that for several reasons, including promotion and publicity and quality control, presenters would be asked to submit an abstract of their talk well in advance of the event. The day ended with a performance of Tim’ Riley’s choral work Treason, sung by Insole Court Community Choir and conducted by the composer, which was very well received.
Objective 2c (Chartist Commemoration) was achieved in full
The Chartist Commemoration ceremony took place at 1600 on Friday 4 November 2022 around the Chartist Memorial Stone outside Newport Cathedral. On this occasion it was followed soon after by the Torchlit March from Belle Vue Park to the Westgate Hotel. The About 75 people turned up for the event, which in recent years has attracted just over half that number. Many of the new attendees were unfamiliar faces to regular attendees, who made people welcome by offering them roses to lay on the stone and a small, printed card explaining the history of the flower-laying tradition. A pre-recorded virtual version of the ceremony was streamed simultaneously and accessed by 84 people on YouTube.
Objective 2d (Newport Rising Festival) was achieved in full
Thanks to Mutual Gain and Newport NOW BID, it was possible to relaunch the Torchlit March after an enforced two-year absence. Pre-booking and prepurchase of torches were painfully slow but for the first time the weather on the night was perfect and a diverse crowd of approximately 450 turned out. Our new event management team Arena Events ran a smooth operation, Insole Community Choir and Adrian Bevan inspired the marchers from the Bandstand and both Barracwda and Wonderbrass accompanied the March to the Westgate where Ellis Sleight led the crowd singing Yma O Hyd. The lighting and replacing of torches was much better managed than in previous years but could still requires improved co-ordination. An evening of live music inside the Westgate Hotel began with a presentation to Honorary Life President, Pat Drewett, and a short set from Kevin Brennan MP, which included his new Chartist song, Believe.
Other festival events, such as the screening of Made in Dagenham and Creative Conversations: Discussions on Democracy (both hosted by Riverfront Theatre) together with some live music events, were much appreciated by attendees but less well attended than we hoped. The Guided Walk to the Chartist Cave was cancelled because of bad weather, though half a dozen people turned up
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regardless and enjoyed a coffee together at Top House, Trefil. However, two thought-provoking events (the launch of Peter Strong’s book The Bristol Connection and a panel discussion, book launch and film screening entitled Spy Cops, Collateral Damage and Solidarity ) were well attended and made a significant contribution to Newport Rising as a festival of ideas, both historical and contemporary.
Objective 2e (Senedd Celebration of Democracy) was not achieved
Both Jayne Bryant and OCH were ready to reinstate this event in 2022 but it proved impossible because Pierhead House was not yet available for booking post-Covid 19. Objective 2f (Triumphal Return of John Frost) was not achieved
OCH had neither the capacity not the financial resources to launch this major new event in 2022 without significant fundraising success. Following advice received from Heritage Fund in August 2022 suggesting we reduce our ask and consider a smaller, more focused project, OCH decided to shelve this idea for the foreseeable future.
Objective 2g (UN International Days) was not taken forward
One of the most helpful insights we gained from participating in the Prosper Programme was the importance of focusing on what you really want to do before you start identifying potential sources of funding, rather than letting the priorities of grant makers shape your programme of activity. In September 2022, a radical revision of the project we had unsuccessfully submitted to Heritage Fund in April 2022 led OCH to set aside the programme of activities organised around UN International Days and focus better on our USPs.
Aim 3
----- Start of picture text -----
AIM 3 TO BUILD OCH’S CAPACITY TO ACHIEVE ITS CHARITABLE
PURPOSES BY COLLABORATING WITH SELECTED PARTNERS
Objectives
3a Deliver ‘Have you got news for us?’ media literacy project for local
communities and groups currently under-represented in heritage, in
partnership with Cardiff University School of Journalism, Media and Culture.
3b Collaborate with other local cultural and heritage groups to launch rolling
year-round programme of events and activities focused on United Nations
International Days/Weeks with/for under-represented groups and
communities and members of the general public for whom the days/weeks
resonate.
Aim 3
Objective 3a was achieved in full
----- End of picture text -----
Over a six-month period, OCH developed and delivered a series of roundtable
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discussion sessions in partnership with Cardiff JOMEC. David Daniel worked with Maria Kyriakidou (JOMEC) to capture broad perspectives on news, media and social media from under-represented groups that included members of the Polish community in Wales, Ukrainian refugee groups, older generation Welsh residents and young adults with additional learning needs. These roundtable discussions fed into Maria's research, provided valuable insights for future media intervention design and, at times, a platform for community concerns to be voiced and a medium for mutual support. Some of the sessions were captured by BBC reporters and presented during BBC Wales Live evening show in November 2022. The project also facilitated improved ties with Community Arts Base and Women of Newport groups. Further collaborative works between OCH Cardiff JOMEC are in discussion and likely to present additional opportunities in 2023
Objective 3b was not taken forward
Please see entry under Objective 2g above
Aim 4
| AIM 4 | TO COMPLETE CHARTIST TRAIL TASKS DELAYED BY COVID | ||||
| Objectives | |||||
| 4a | Establish a volunteer scheme for maintaining the Chartist Trails | ||||
| 4b | Provide training for volunteers leading guided experiences of the Chartist Trails |
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Aim 4
Objectives 4a and 4b have been rolled forward
Covid delayed and complicated the completion of certain components of Newport Chartist Trails. For example, at some points county boundaries could not be crossed to install wall plaques, at others ownership of sites changed and permission had to be sought anew. It was also the case that OCH lacked the capacity in 2022 to recruit and train a cohort of Chartist Trail Leaders or to establish Watchdogs for Democracy, a dog-walking group with responsibility for
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monitoring the upkeep of the Chartist Trails. Feedback provided in December 2022 on the second of our unsuccessful applications suggested we should firm up our training offer for volunteers and, if possible, introduce an accredited training programme. Shortly afterwards OCH entered into discussions with Wales Official Tourist Guide Association (WOTGA) who will be assisting us to establish an accredited Community Guiding course for our volunteers. Both this development and Watchdogs for Democracy appear as approved purposes of our successful application for NM-22-00860: The Chartist Workshop and therefore as objectives in OCH’s Workplan 2023.
Aim 5
| AIM 5 | TO RAISE THE PROFILE OF OCH TO PROMOTE ENGAGEMENT WITH ITS CHARITABLE PURPOSES |
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| Objectives | |||||
| 5a | Deliver_Fight for Facts_digital media literacy interventions to empower voters to discern and challenge untrustworthy information and protect democracy |
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| 5b | Promote tourism value of Chartism in association with local businesses, Newport Rising Festival and associated activities |
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| 5c | Develop, extend and embed OCH’s programme of online events as a regular feature of its annual provision |
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Aim 5
Objective 5a (Fight for Facts in Schools) has been fully achieved
Funding was gratefully received from Mutual Gain. OCH is keen to work with young people approaching voting age, so priority booking was offered first to senior schools. Two out of Newport’s ten secondary schools booked sessions: St Joseph’s Roman Catholic High School and Ysgol Gyfun Gwent Is Coed. We had worked with both these schools previously and were delighted they had returned
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for more. The remaining places were snapped up by primary schools enabling us to reach a total of 483 young people, despite the fact that three sessions involving 90 participants were cancelled at the last minute. The workshops were very well received; Heather Vaughan, Head of St Woolos Primary School and OCH Trustee, reported that the innovative learning and teaching strategies employed by Rhys DW Jones and David Daniel were inspiring staff as well as children.
Objective 5b (Tourism value of Chartism) has been rolled forward
The successful application submitted to Heritage Fund in January 2023, will enable OCH to establish The Chartist Workshop in Newport City Centre. It will act as focal point for residents and tourists to find out about Newport’s Chartist history and its contemporary significance, as well as providing an information exchange for Newport Rising Festival and other events and activities on Newport’s heritage and cultural scene. The site will provide a point of departure and return for residents and tourists who wish to walk Newport’s Chartist Trails, an outlet for OCH merchandise, a place of welcome for refugees and asylum seekers and a hub where OCH volunteers can meet and work. The Project Director will work closely with groups and communities currently under-represented in heritage and our democratic system to develop an inclusive and empowering resource centre for active citizenship at The Chartist Workshop.
Objective 5c (Online events) limited progress has been made
Since the start of the pandemic, OCH has held all its regular quarterly meetings of the Board of Trustees and meetings of the Festival Committee via Zoom and has streamed a virtual Chartist Commemoration Ceremony either to replace an inperson event (in 2020) or alongside one (2021 and 2022). In 2022, the Spy Cops, Collateral Damage and Solidarity event demonstrated the potential for flexibility and inclusion a hybrid model presents; one of the key presenters participated via Zoom along with several members of the audience. in 2023 we will have the capacity to exploit the full potential of this and other successful virtual/hybrid events held in the last few years, such as joint hybrid presentations with Newport and Gwent Literary Club or virtual film screenings.
Aim 6
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| Achievements andperformance | ||||
|---|---|---|---|---|
| AIM 6 | TO MAKE MEASURABLE PROGRESS ON OCH’S LONGER-TERM | |||
| STRATEGIC GOALS | ||||
| Objectives | ||||
| 6a | Strengthen the long-term resilience of OCH as an organisation and | |||
| secure the long-term sustainability of the Newport Rising Festival | ||||
| 6b | Advocate as a heritage partner organisation for the Westgate Hotel to | |||
| be given the status of a cultural asset, accessible to the people of | ||||
| Newport as part of their cultural heritage | ||||
| 6c | To campaign for the enfranchisement of 16-17-year-olds in UK General | |||
| Elections | ||||
Aim 6
- Objective 6a (Long term resilience) measurable progress has been made
OCH submitted applications to Heritage Fund in April 2022, October 2022 and January 2023. All three of these applications was recommended for award but the first two were ultimately unsuccessful. OCH radically revised and refined its submissions to Heritage Fund throughout 2022, honing the project in light of feedback from Heritage Fund Officers and external consultants from Catalyst Wales Broadening Horizons and A&BC’s Prosper Programme, who were working with us on governance review and developing a fundraising strategy. The final submission was successful; the grant awarded will provide OCH with the capacity, capability and financial resources to regain lost momentum and secure a resilient, sustainable future for the organisation.
Objective 6b (Advocacy for Westgate Hotel) measurable progress has been made
OCH is part of a network of organisations and individuals who are participating in sensitive, exploratory conversations about the future of the Westgate Hotel. We have submitted an Expression of Interest to the Community Ownership Fund in relation to the Westgate and have been informed that we have been deemed to have a ‘high chance of being eligible’ for the fund.
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Objective 6c (Enfranchisement of 16-17-year-olds) ) limited progress has been made OCH has maintained a watching brief on the campaign BE SEEN. BE HEARD campaign sponsored jointly by The British Youth Council and Body Shop. Activity tends to be focused on England where 16-17-year-olds are ineligible to vote in both UK and local elections unlike young people in Wales and Scotland who can vote in both local and Senedd/Scottish Parliament elections. Northern Ireland permits young people to pre-register to vote from the age of 16 but does not permit them to vote until they reach the age of 18. The Chartist Workshop’s role as a support centre for active citizenship will strengthen OCH’s ability to pursue this objective more actively. Dr Melinda Drowley Chair of the Board of Trustees of Our Chartist Heritage April 2023 Appendix A Press Coverage in 2021 25 October 2021 Newport Rising Festival: What’s on this year - - - - https://www.southwalesargus.co.uk/news/19671611.newport rising festival 2021 year/ 17 October 2021 The Monmouth Prison letters of Chartist missionary Henry Vincent - - - https://www.southwalesargus.co.uk/news/19651803.henry vincent monmouth - prison letters/ 26 July 2021 Newport Rising comic artists offering free art workshops - - - - https://www.southwalesargus.co.uk/news/19468518.newport rising comic artists - - - offering free art workshops/ 18 April 2021 The amazing story of the Chartist milkman - - - https://www.southwalesargus.co.uk/news/19234719.amazing story chartist milkman/ 30 March 2021 Fight for Facts initiative aims to fight misinformation - - - - https://www.southwalesargus.co.uk/news/19198389.fight facts initiative aims - fight misinformation/ 18 January 2021 Looking back at Newport’s Westgate Hotel through the years - - - https://www.southwalesargus.co.uk/news/19014744.looking back newports westgate-hotel-years/.
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Section E Financial review
Brief statement of the charity’s policy on reserves We do not have a policy on Reserves at present as they are very small however all Reserves are available for fulfilling our Aims & Objectives
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Dr Melinda Jane Drowley Position (eg Secretary, Chair, Chair etc) Date 25 April 2023
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| Our Chartist Heritage | Our Chartist Heritage | Our Chartist Heritage | 1176673 | 1176673 | 1176673 | CC16a | |
|---|---|---|---|---|---|---|---|
| For the period from |
01/01/2022 Period start date |
To | 31/12/2022 Period end date |
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| Section A Receipts and payments | |||||||
| A1 Receipts | Unrestricted funds to the nearest £ 364 6,665 515 - - - - - 7,544 - - - 7,544 1,453 1,162 - - 1,000 69 515 - 4,199 - - - 4,199 3,345 - 1,211 4,556 |
Restricted funds to the nearest £ 14,912 - - - - - - - 14,912 - - - 14,912 14,700 3,753 - - - - - - - 18,453 - - - 18,453 - 3,541 - - 395 - 3,936 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 15,276 6,665 515 - - - - - 22,456 - - - 22,456 16,153 3,753 1,162 - - 1,000 69 515 - 22,652 - - - 22,652 - 196 |
Last year to the nearest £ |
||
| Grants & Donations | 364 | 5,300 | |||||
| Events & Merchandise | 6,665 | 1,860 | |||||
| Loan | 515 | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Sub total(Gross income for AR) |
7,544 | 7,160 | |||||
| A2 Asset and investment sales, (see table). |
|||||||
| - | |||||||
| - | - | ||||||
| Sub total | - | - | |||||
| Total receipts A3 Payments |
|||||||
| 7,160 | |||||||
| Events & Merchandise | 1,453 | 12,212 | |||||
| Consultancy | 12,900 | ||||||
| ConsultancyExpenses | 1,162 | 563 | |||||
| Water Rates | - | 66 | |||||
| Insurance | - | 1,019 | |||||
| Honorarium | 1,000 | - | |||||
| Admin,Cloud | 69 | - | |||||
| Loan | 515 | - | |||||
| - | - | ||||||
| **Sub total ** | 4,199 | 26,760 | |||||
| A4 Asset and investment purchases, (see table) |
|||||||
| - | |||||||
| - | |||||||
| **Sub total ** | - | - | |||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||
| 26,760 | |||||||
| 3,345 | - 3,541 | - | - 196 | - 19,600 | |||
| - | - | - | - | - | |||
| 1,211 | - 395 | - | 816 | 20,416 | |||
| 4,556 | - 3,936 | - | 620 | 816 |
CCXX R1 accounts (SS)
16/04/2023
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Bank Current Account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 4,556 - 3,936 - - - - 4,556 - 3,936 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Chris JH England |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Chris JH England | |||
CCXX R2 accounts (SS)
16/04/2023
2