## **Trustees' Annual Report for the period**
Period start date Period end date **01 01 2023 31 12 2023**
**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|||
||HL Vaughan||||
||JC Ferris||||
||M Hexter||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
**TAR**
March **2012**
1
## **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:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- 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.
**TAR**
March **2012**
2
The Trustees have undertaken a range of activities during 2023, with due regard to the guidance issued by the Charity Commission on public benefit.
These activities included:
- appointment of one new trustee: Priyesh Davé to a threeyear term effective from 2024;
- reappointment of three trustees to further terms of office: Christopher England retrospectively to a four-year term effective from 2023; Charles Ferris retrospectively to a three-year term effective from 2023; and Heather Vaughan to a three-year term effective from 2024
- approval of two major new policies: Digital Strategy; and Strategic Business Plan incorporating OCH Fundraising Strategy
- approval and consultation with volunteers about OCH’s new organisational and policy framework for volunteering
- participation in Arts and Business Cymru’s Board Bank Programme which resulted in the appointment of Priyesh Davé and provided training events on good Board management for both Priyesh and the Chair of the Board
**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)**
- participation in WCVA’s Broadening Horizons Programme, through which Bev Garside was appointed to coach OCH on the production of its Strategic Business Plan
- appointment of 0.7 FTE Project Director for two years and 0.7 FTE Project Assistant for 18 months
- launch of Newport Rising Hub, enabling OCH to raise the profile of Newport’s Chartist heritage through a year-round programme of activities in the city centre
- launch of new projects to maximise the impact of Newport’s Chartist Trails including Digital Chartist Trails, a community arts living archive.
- delivery of the _Fight for Facts_ project including schools workshops, funded by Mutual Gain Participatory Budgeting Fund and research with marginalised communities funded by Cardiff University’s School of Journalism, Media and Culture (JOMEC)
- live events including
- Guided walk to the Chartist Cave on Llangynydyr Mountain
- book launch of Nick Thomas-Symonds MP’s’ latest publication _Harold Wilson: The Winner_ at Mercure Hotel, Newport, in partnership with Newport and Gwent Literary Club
- Live concert by Dafydd Iwan at Riverfront Theatre
- the Annual Chartist Convention at Newport Cathedral which included presentations by S.I Martin _Poor negroes and white slaves: Chartism and Abolition_ ; Steve Poole and Roger Black _The Riot 1831 Project;_ Katrina Navickas _Digital Mapping of Chartist activists, subscribers to the Land Plan and nominations to the National Convention;_ David Osmond and Ray Stroud _: Representing the Rising: Art and Chartism in Newport_
- `o` the Annual Chartist Commemoration Ceremony in the churchyard of Newport Cathedral on the 154th
**TAR**
March **2012**
3
- anniversary of Newport Rising, which included a performance by Kevin Brennan MP and John Langford of Kevin’s Chartist song _Believe_ during the laying of flowers on the Memorial Stone,
- `o` lantern-making workshops at Newport Rising Hub for the Torchlit March
- `o` Newport Rising Torchlit March from Belle Vue Park to the Westgate Hotel which began with a performance by Newport Male Voice Choir and a rousing speech from Dafydd Iwan, who also led the crowd of 750 participants singing _Yma o Hyd_ outside Westgate Hotel
- live recording of _Hiraeth,_ Welsh politics podcast, exploring the contemporary applications of the Chartists’ Six Points
- `o` live music events at the The Place and The Cab `o` new monthly _History at the Hub_ sessions at Newport Rising Hub
- 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 2023 streamed at the time when the in-person event was taking place and the availability of Nick Thomas-Symonds’ presentation live on Zoom.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
4
Section D Achievements and erformance p
|**Summary of**
**the main**
**achievements**
**of the charity**
**during the**
**year**|Overall, 2023 was a positive and successful year for OCH. From May 2023,
substantial funding from Heritage Fund (£91.069) enabled us to appoint a 0.7FTE
Project Director for two years, with the task of realising an exciting year-round
programme of new activities. In late August 2023 we secured the lease on an
empty shop in the city centre and in November 2023, Newport Rising Hub opened
to the public, having been restored and fitted out as a multi-purpose mini-heritage
centre,. In January 2024, with generous funding from Postcode Community Trust
(£23,810), OCH appointed a 0.7FTE Project Assistant, for 18 months, to oversee
operations and manage the volunteer team at the Hub. OCH was also grateful to
receive grants from Mutual Gain supporting both Newport Rising Festival and
OCH’s_Fight for Facts_school workshops, from Newport BID, supporting the
Festival and from Monmouthshire Building Society Charitable Foundation to
provide welcome packs for recruits to the_Watchdogs for Democracy_project.
Running parallel to these positive achievements were some serious setbacks. In
late August 2023, our partners City Centre Social (CCS) were summarily evicted
from the Westgate Hotel (WGH), which they had been managing responsibly
since 2019. During this period, CCS had made it possible for OCH to hold
heritage-related events and activities at the Westgate Hotel, which were drawing
in diverse audiences from Newport and beyond. OCH volunteers and local artists
had invested many months of hard labour transforming derelict, filthy and
dangerous areas of the hotel into welcoming, safe and attractive venues that
reflected something of the Grade 2- listed building’s former glory. CCS’s eviction
necessarily brought OCH’s tenure to an abrupt end and dashed any hope that the
leaseholders were serious about pursuing a Community Ownership Grant in
partnership with us.
OCH had identified the loss of WGH as a venue as one of its top five risks and
had taken steps to mitigate this loss by spreading its programme of activities
across a range of Newport venues and, crucially, by locating Newport Rising Hub
elsewhere. Fortuitously, the lease on 170 Commercial Street was signed five days
prior to eviction. Following a threatening incident at WGH, where representatives
of the leaseholder demanded money with menaces, the Hub provided an
emergency storage space for portable property just before the locks were
changed. Since then we have been given just one hour, at short notice, to collect
property. Much remains inaccessible to us, including the exhibits that Blaina
Chartist Museum had recently placed in our care.
We probably underestimated the impact of the grief caused by the loss of WGH
after all we had invested, the shock we experienced when things took an ugly turn
and the anger we felt that one of Newport’s most cherished cultural assets was
unprotected once again. We certainly underestimated the time and energy that
would be dissipated on lodging complaints with the police, taking legal advice,
contingency planning and making futile attempts to establish meaningful contact
with the leaseholder. That said, we dealt with the practicalities as best we could
and resolved to focus positively on the fresh opportunities Newport Rising Hub
represented.
We were relieved to hear that, despite the loss of WGH, National Theatre Wales
(NTW) remained committed to a thirty-month partnership with OCH, culminating in
a major immersive theatrical experience at Newport Rising Festival 2025. Then in
October 2023,we received to shockingnews that Arts Council Wales had|
|---|---|
**TAR**
March **2012**
5
Section D Achievements and erformance p
withdrawn 100% of its funding for NTW, effective within six months. We requested confirmation of the status of our partnership from the newly appointed Interim CEO of NTW and have been informed that NTW is in flux. NTW does not currently know and will not know for several months yet whether the company will still be operational by November 2025.
**- Evaluation against the OCH Workplan 2023 24 (see Appendix B attached separately)**
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 2023-4.
The close relationship between the Annual Workplan and the Heritage Fund Project Plan means that this annual report roughly aligns with the halfway point of the two-year funding period. This report therefore indicates what progress has been made to date and what remains to be achieved.
**----- Start of picture text -----**
Aim 1
AIM 1 TO INCREASE THE MEDIUM-TERM RESILIENCE
AND SUSTAINABILITY OF OCH AS AN
ORGANISATION
Objectives
1a To recruit new trustees who together possess the range
of skills identified in the gap analysis conducted in 2022,
including: secretary to the Board; data protection;
fundraising; and business planning.
1b Review and revise as necessary OCH’s existing suite of
policies and add policies as required, to include: Digital
Strategy.
1c Develop a policy and organisational framework for OCH’s
volunteer workforce, including: Volunteer Complaints
Policy and Volunteer Handbook, in consultation with
current volunteers.
1d Produce and implement a three-year rolling Strategic
Business Plan
1e Produce and implement a Fundraising Strategy and
Action Plan to diversify income streams and complement
the Strategic Business Plan
**----- End of picture text -----**
**Objective 1a was partially achieved and is work in progress.**
Trustee role descriptions were drafted and advertised on OCH’s own website as
**TAR**
March **2012**
6
Section D Achievements and erformance p
well as those of Charity Job-finder and Volunteering Wales. A new Trustee whose appointment was confirmed at the 2023 AGM, brought qualifications in constitutional law, professional experience within Welsh politics democratic processes and expertise in communications. He has taken on the role of Digital Trustee. OCH also engaged with Arts and Business Cymru’s Board Bank programme, which, after a thorough and tailored process, resulted in an excellent match. A new Trustee, who is a solicitor specialising in employment law and with knowledge in human rights law and strategic skills has now been appointed to the Board of Trustees. Trustee role descriptions for Secretary to the Board, Business Planning and Fundraising have been redrafted in light of feedback and readvertised on the same websites. The initial response has been very positive. Meanwhile, Board Bank continues to search for matches among A&BC’s business members. While we hoped to have achieved this objective in full by this point, the Board remains convinced that finding the right candidates is more important than filling the gaps quickly.
## **Objective 1b was achieved in full**
OCH’s new Digital Trustee is taking the leading on the digital transformation of Our Chartist Heritage. A Digital Policy, setting out the incremental stages of the process, will be presented to the AGM 2024 for approval.
## **Objective 1c was achieved in full**
A policy and organisational framework for volunteering with OCH was approved in principle by the Board in July 2023, with full approval to be given following consultation with existing volunteers. In the event, the consultation was extended to include new volunteers who were attracted by the fresh opportunities for yearround engagement offered by Newport Rising Hub. The final version of the framework will be presented to the Board for sign-off at the AGM 2024.
## **Objective 1d was achieved in full**
In August 2023, OCH received a second grant of £2500 from WCVA’s Catalyst Cymru’s Broadening Horizons Programme to coaching on the development of OCH’s Strategic Business Plan. Given the small size of OCH and the close connection between the Strategic Business Plan and the Fundraising Strategy, it was decided to incorporate the latter into the Strategic Business Plan and streamline development, implementation, monitoring, and evaluation. The Plan will be presented to the Board for approval at the AGM 2024. At the same meeting, the Board will formally identify any additional annexes required and agree the timetable for approval.
## **Objective 1e was folded into Objective 1d (see above)**
**TAR**
March **2012**
7
Section D Achievements and erformance p
|||||
|---|---|---|---|
||**AIM 2**|**TO DELIVER AND EXPAND OCH’S KEY ANNUAL EVENTS**||
|||||
|||||
|||**Objectives**||
||2a|Oversee organisation of the Schools Chartist Event||
|||||
||2b|Oversee organisation of the Annual Chartist Convention||
||2c|Oversee organisation of the Chartist Commemoration Event||
||2d|Oversee organisation of the sixth Newport Rising Festival, including
the Torchlit March||
||2e|Oversee organisation of the Senedd Celebration of Democracy||
|||||
## **Objective 2a (Schools Chartist Event) was not achieved**
Uncertainty about the capacity of individual schools to organise their contribution to this event and collaborate effectively with other participating schools, together with the non-availability of key players, persisted beyond the point where a decision to call off the event had to be made. Our eviction from the Westgate Hotel in August 2023 ruled out a repeat of last year’s highly successful Open House for schools, which involved an interactive workshop on assessing the reliability of historical texts and hands-on experience of the bullet-holes in the WGH’s original pillars. However, OCH is confident that the collaborative interschool model that was operating pre-Covid remains viable, as long as a core team can be identified in 2024.
## **Objective 2b (Chartist Convention 2023) was achieved in full**
The Chartist Convention 2023 offered a strong and varied programme which included _Poor Negroes and White Slaves: Chartism and Abolition_ presented by S. I. Martin; _The Riot 1831 Project_ presented by Steve Poole and Roger Black _; Digital Mapping of Chartist Activists, Subscribers to the Land Plan and Nominations to the National Convention_ presented by Katrina Navickas _;_ and _Representing the Rising: Art and Chartism in Newport_ presented by David Osmond and Ray Stroud, The day ended with a performance by Kevin Brennan MP and John Langford of their respective Chartist songs and other numbers inspired by Welsh history. Although attendance was good (circa 75), numbers were not as high as hoped and the Convention Committee noted that a greater percentage of the audience now comes from Bristol, with fewer from Newport and Gwent. Concerted efforts will be made to engage young researchers in 2024, both as presenters and audience members, and to engage the support of professional technicians to enhance the audio-visual quality of the presentations.
## **Objective 2c (Chartist Commemoration 2023) was achieved in full**
Tucked between the end of the Convention at 1600 and the beginning of the Torchlit March celebrations at 1730, the gathering for the Chartist
**TAR**
March **2012**
8
Section D Achievements and erformance p
Commemoration was augmented by both audiences, reaching a record 90+participants. Without amplification or staging and with participants obliged to disperse to avoid standing on consecrated ground, it was difficult for those speaking to make themselves heard or seen but the event was, for the most part, respectful, dignified and moving, especially when Kevin Brennan MP and John Langford sand Kevin’s Chartist song _Believe_ during the laying of flowers on the Memorial Stone. In 2024, the event will fall on Monday with no other events scheduled for that day, so attendance will likely be much lower and the event inevitably lower key.
## **Objective 2d (Newport Rising Festival) was achieved in full**
The Torchlit March was attended by a record 750+ participants. The weather held off until the crowds had arrived at Westgate Square and the new, longer torches lasted the distance. The marchers were sent on their way with an inspirational speech from Dafydd Iwan who then led the singing of _Yma o Hyd_ from the steps of the Westgate Hotel. The Place provided a welcoming venue for the after-party with live music and a live recording of the podcast _Hiraeth,_ which explored contemporary reflections on the six points of the Charter. Other events included two art exhibitions, one at Newport Museum and Art Gallery entitled _Representing the Rising: Art and Chartism in Newport_ and another at Cwtsh entitled _**C** hartists_ _**W** alking_ _**T** owards_ _**St** ow_ _**H** ill_ ; the popular guided walk to the Chartist Cave; lanternmaking workshops and a film screening at Newport Rising Hub; a well attended book launch of Nick Thomas Symonds’ biography _Harold Wilson: The Winner,_ in partnership with Newport and Gwent Literary Club; a sell-out concert by Dafydd Iwan at Riverfront; and a live music line-up at The Cab.
## **Objective 2e (Senedd Celebration of Democracy) was achieved in full**
After three years’ absence, the Senedd Celebration of Democracy returned to Pierhead House on 12 December 2023. The event was hosted by Jayne Bryant MS, who welcomed participants along with Pat Drewett, Honorary Life President of OCH. David Osmond and Ray Stroud delivered two mini-presentations focusing on artworks featured in their exhibition _Representing the Rising: Art and Chartism in Newport._ Stalls and displays were set up around the space, to showcase the work of Our Chartist Heritage and provide a focus for conversations between representatives of the charity and elected representatives and officers between the presentations. The consensus was that OCH had pitched the content of the event well and engaged effectively with those who took time out of busy schedules to attend. In 2024, OCH will try to book a date for the celebration during the Newport Rising Festival period in early November.
**Aim 3**
**TAR**
March **2012**
9
Section D Achievements and erformance p
||||||
|---|---|---|---|---|
||**AIM 3**|**TO OPTIMISE THE IMPACT OF NEWPORT’S CHARTIST TRAILS**|||
|||**Objectives**|||
||3a|Translate print and online Chartist Trail Guides into as many as possible|||
|||of the languages spoken in Newport|||
||3b|In partnership with WOTGA, provide accredited tourist guide training at|||
|||Community Level|||
||3c|Create and curate Digital Chartist Trails, a living archive of multimedia|||
|||guides and responses to Newport’s Chartist Trails|||
||3d|Establish Watchdogs for Democracy, a volunteer dogwalkers group with|||
|||responsibility for monitoring the upkeep of the Chartist Trails|||
||||||
## **Objective 3a is work in progress**
Translations have initially ,been commissioned in Polish, and Ukrainian. We are piloting our approach to engaging these two language communities in testing the sensitivity of the translations to specific cultural histories and contexts and to ~~discovering the best way to introduce members to the Chartist Trails. Romanian~~ and Bengali will follow next. Languages have been selected according to the figures recorded in the 2021 census, apart from Ukrainian, which has been prioritised because of the relationships OCH has already established with - Ukrainian refugees, whose arrival in Newport post dated the 2021 census.
## **Objective 3b is work in progress**
Of the 22 people who expressed interest in training as Community Level Tourist Guides, 17 accepted invitations to interview. Twelve diverse candidates were finally selected for the first cohort, each of whom brought something distinctive and special to the table. The 12-week programme began on 9 April 2024. The cohort will receive an introduction to guiding and to Newport’s Chartist history, plus a practical module in communication skills for tourist guides. Following that, three assessed modules will require students to research and contribute to a guided tour of Newport Museum and Art Gallery; to research and contribute to a guided walking tour with a Chartist theme around Newport city centre; and to submit a personal research portfolio about Wales.
## **Objective 3c is work-in-progress**
Digital Chartist Trails is not expected to go live before the run-up to Newport Rising Festival 2024. However the process of commissioning contributions is well under way and includes exciting community content, audio-visual contributions from diverse contemporary voices and innovative technological platforms.
## **Objective 3d is work in progress**
Monmouthshire Building Society Charitable Foundation donated £600 to cover the cost of welcome packs for the first recruit to _Watchdogs for Democracy_ , a group of dog-walkers which will be responsible for monitoring the upkeep of Newport’s
**TAR**
March **2012**
10
Section D Achievements and erformance p
Chartist Trails and engaging other dogwalkers in conversation about Newport’s Chartist heritage. The welcome packs consist of: a tote bag carrying OCH’s bilingual logo – showing the six points of the Charter; a copy in either Welsh or English of the book _Voices for the Vote_ ; a copy of _Teach Your Dog_ Welsh; a branded bandana (for the dog); bio-degradable dog-poo bags; a bundle of Chartist Trails leaflets in both English and Welsh; a branded tee-shirt; a token for a free hot drink at Belle Vue Tearooms and a thank-you card acknowledging MBSCF’s support.
|**Aim 4**
**AIM 4**
4a
4b
4c|**Aim 4**
**AIM 4**
4a
4b
4c|**Aim 4**
**AIM 4**
4a
4b
4c||||
|---|---|---|---|---|---|
|||||||
|||||||
|||**AIM 4**|**TO RAISE AWARENESS OF NEWPORT’S CHARTIST**
**HISTORY YEAR-ROUND**|||
|||||||
|||||||
|||||||
|||||||
||||**Objectives**|||
|||4a|Launch The Chartist Workshop to provide a year-round visible
presence in Newport City Centre and offer: a mini-Chartist
Heritage Centre; a support centre for active citizenship; a
meeting/ return point for Newport’s Chartist trails; a place of
welcome for refugees and asylum-seekers; a volunteer hub; an
information point/exchange for Newport’s heritage and cultural
scene, including Newport Rising Festival and associated events
and an outlet for sales of merchandise|||
|||4b|Deliver_Fight for Facts_digital media literacy interventions in
schools to empower future voters to discern and challenge
untrustworthy information and protect democracy|||
|||4c|Deliver ‘_Have you got news for us_?’ media literacy conversations
with communities and groups currently under-represented in
heritage, in partnership with Cardiff University School of
Journalism, Media and Culture (JOMEC).|||
|||||||
**TAR**
March **2012**
11
Section D Achievements and erformance p
## **Objective 4a is work in progress**
Newport Rising Hub launched initially in October 2023 and has been fully in operation since January 2024. To date it has attracted over 1300 visitors, drawn primarily from Newport and the surrounding areas, with a noteworthy number of international visitors from across Europe and North America. The venue has hosted several ‘ _History at the Hub_ ’ sessions , which have been well attended, with more planned for the future. These sessions are part of our ongoing efforts to engage more and a wider range of people with their historical heritage. Training sessions for a diverse cohort of twelve aspiring tourist guides are currently in progress with completion and qualification as a White Badge Guide anticipated in twelve weeks. The Hub will then provide the point of departure and return for residents and tourists who wish to walk Newport’s Chartist Trails. This initiative aims to enhance educational outreach and engagement with Newport’s historical narratives, while also enabling the cohort of twelve to acquire new knowledge and skills and secure an entry level professional qualification. In addition, the activities at Newport Rising Hub have led to an increase in volunteer involvement and generated over £2500 in card and cash sales of merchandise and educational materials. The Hub is also increasingly acting as an information exchange about events on Newport’s heritage and cultural scene. Events hosted by other organisations are advertised at the Hub and OCH has hosted various workshops and events there in collaboration with partner organisations.
## **Objective 4b is on train to be achieved in full**
A technical hitch with the first mail-out of invitations to Newport’s primary and secondary schools stalled delivery of the programme of workshops, which is now scheduled for April-May 2024. All available slots have now been snapped up and, by the end of May 2024, more than 500 young people will have participated actively in digital media literacy interventions, grounded in Chartist history.
## **Objective 4c was not taken forward**
**Aim 5**
**TAR**
March **2012**
12
Section D Achievements and erformance p
|||||||
|---|---|---|---|---|---|
||**AIM 5**|**TO RAISE THE PROFILE OF OCH TO PROMOTE**
**ENGAGEMENT WITH ITS CHARITABLE PURPOSES**||||
|||||||
|||||||
|||||||
|||**Objectives**||||
||5a|Promote tourism value of Chartism in association with local
businesses and heritage/cultural organisations||||
||5b|Develop, extend and embed OCH’s programme of online events
as an integral feature of its annual and year-round provision||||
## **Objective 5a is work in progress**
This year, our efforts in relation to this objective have been focused primarily on establishing a year-round physical presence in the city centre in Newport Rising Hub and in getting the Wales Official Tourist Guide Association(WOTGA) training course off the ground. OCH is now working in partnership with both WOTGA and Newport City Council on this project. On successful completion of the White Badge, graduates will be offered an additional module in site guiding as soon as the new Newport Transporter Bridge Visitors’ Centre is ready to open. The graduating cohort will be self-employed and OCH is committed to helping them to build up their businesses, while helping OCH to pursue its charitable purpose.
## **Objective 5c is work in progress**
For the fifth year in succession, OCH has streamed a virtual Chartist Commemoration event which we release online at the time when the in-person event at Newport Cathedral takes place The virtual commemoration was viewed by XX on Facebook and XX on YouTube. This year OCH also live-streamed a book launch presentation given by Nick Thomas-Symonds MP from the Mercure Hotel in Newport. The event, which was organised in partnership with Newport and Gwent Literary Club, was a major success with 30 people attending in person and a further XX participating online. Sales of Nick’s latest biography, _Harold Wilson: The Winner,_ were brisk and the author took time to talk to individual members of the audience as he signed their purchases.
**Aim 6**
**TAR**
March **2012**
13
Section D Achievements and erformance p
|||Achievements andperformance|||
|---|---|---|---|---|
||||||
||**AIM 6**|**TO MAKE MEASURABLE PROGRESS ON OCH’S **|||
|||**LONGER-TERM STRATEGIC GOALS**|||
|||**Objectives**|||
||6a|Secure the long-term resilience of OCH as an organisation and 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 and to monitor the impact of legislation|||
|||concerning Voter ID on participation in elections|||
||||||
## **- Objective 6a (Long term resilience) modest measurable progress has been made**
The steps we are taking to increase the medium-term resilience of OCH as an organisation (see Aim 1) will provide us with the vision, the people and the strategic instruments to extend our planning framework from one to three and, ultimately, to five years. The development over the last year of the interconnected Strategic Business Plan, Fundraising Strategy, Digital Strategy and Volunteer Policies and Procedures has been immensely valuable but has also stretched our resources and challenged our capability and capacity as a small charity. We are only now embarking on the implementation of this suite of policies, which suggests that securing long-term resilience for OCH is further away than we envisaged it would be at the beginning of the year.
**Objective 6b (Advocacy for Westgate Hotel) severe set-backs have been experienced**
OCH had been part of a network of organisations and individuals who were
**TAR**
March **2012**
14
Section D Achievements and erformance p
participating in sensitive, exploratory conversations about the future of the Westgate Hotel. OCH had good grounds for believing that the leaseholder was keen explore this avenue. On this basis, we had submitted an Expression of Interest to the Community Ownership Fund in relation to WGH. We were subsequently informed that we had a ‘high chance of being eligible’ for the fund. However, the manner of our eviction from WGH and the unreasonable behaviour of the leaseholder since, have brought this project to an end. We will, nevertheless, continue to advocate for WGH to be designated a cultural asset and made accessible to Newport’s residents and visitors once again.
**Objective 6c (Full enfranchisement of 16-17-year-olds) ) limited progress has been made**
OCH has maintained a watching brief on British Youth Council’s Campaign _Be Seen Be Heard_ which calls for the enfranchisement of 16-17-year-olds across all UK elections. We plan to raise awareness of this issue in Newport in the run-up to the forthcoming General Election. Information about the new requirement for voter ID, which will affect voters in Newport when they elect a new Police and Crime Commissioner in May 2024, is already available at Newport Rising Hub.
Dr Melinda Drowley Chair of the Board of Trustees of Our Chartist Heritage April 2024
## **Appendix A Press Coverage in 2023**
## **South Wales Argus**
- - 03/10/2023 https://www.southwalesargus.co.uk/news/23827959.newport rising --- - - - 2023 chartist festival returning city/
- 19/10/2023 https://www.southwalesargus.co.uk/news/23867465.historic - - - - - westgate hotel project comes abrupt halt/
- - 27/10/2023 https://www.southwalesargus.co.uk/news/23882489.newport rising - - - - chartist festival given green light/
- - 29/10/2023 https://www.southwalesargus.co.uk/news/23884144.chartist events marred-news-westgate-hotel-will-close-doors/
- - 08/11/2023 https://www.southwalesargus.co.uk/news/24129033.newport tour - - - - guides showing off citys heritage/
- - 29/11/2023 https://www.southwalesargus.co.uk/news/23957158.newport city council-debates-future-westgate-hotel/https://www.walesonline.co.uk/news/walesnews/spent-day-buzzing-city-feels-
28359826?utm_source=mynewsassistant.com&utm_medium=referral&utm_camp aign=embedded_search_item_desktop
**TAR**
March **2012**
15
Section D Achievements and erformance p
## **Wales Online**
- - - - 28/09/2023 https://www.walesonline.co.uk/news/wales news/calls fully restore - - newports historic = = 27803194?utm_source mynewsassistant.com&utm_medium referral&utm_camp = aign embedded_search_item_desktop
- - - 20/10/2023 https://www.walesonline.co.uk/news/wales news/group hoping - - - restore famous city = = 27951766?utm_source mynewsassistant.com&utm_medium referral&utm_camp = aign embedded_search_item_desktop
**TAR**
March **2012**
16
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves** We do not have a policy on Reserves at present as all income is committed, see Aims & Objectives, leaving no surpluses/reserves!
**Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- 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 2024
**TAR**
March **2012**
17
||**Our Chartist Heritage**|**Our Chartist Heritage**|**Our Chartist Heritage**|**1176673**|**1176673**|**1176673**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**
**from**|01/01/2023
Period start date|**To**||31/12/2023
Period end date|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**1,753**
**4,265**
**2,000**
**-**
**-**
**-**
**-**
**-**
**8,018**
**-**
**-**
**-**
**8,018**
**-**
**-**
**-**
**-**
**-**
**-**
**98**
**2,000**
**-**
**2,098**
**775**
**-**
**775**
**2,873**
**5,145**
**-**
**4,556**
**9,701**|**Restricted**
**funds**
**to the nearest £**
**86,266**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**86,266**
**-**
**-**
**-**
**86,266**
**27,893**
**14,000**
**-**
**9,003**
**673**
**-**
**-**
**-**
**-**
**51,569**
**-**
**-**
**-**
**51,569**
**34,697**
**-**
**- 3,936**
**30,761**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**88,019**
**4,265**
**2,000**
**-**
**-**
**-**
**-**
**-**
**94,284**
**-**
**-**
**-**
**94,284**
**27,893**
**14,000**
**-**
**9,003**
**673**
**-**
**98**
**2,000**
**-**
**53,667**
**775**
**-**
**775**
**54,442**
**39,842**||**Last year**
**to the nearest £**|
|Grants & Donations|**1,753**||||||**15,276**|
|Events & Merchandise|**4,265**||||||**6,665**|
|Loan|**2,000**||||||**515**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**8,018**||||||**22,456**|
|||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**|**-**||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||
||||||||**22,456**|
|||||||||
|Events & Merchandise|**-**||||||**16,153**|
|Project Director|**-**||||||**3,753**|
|ConsultancyExpenses|**-**||||||**1,162**|
|Premises|**-**||||||**-**|
|Insurance|**-**||||||**-**|
|Honorarium|**-**||||||**1,000**|
|Admin,Cloud|**98**||||||**69**|
|Loan|**2,000**||||||**515**|
||**-**||||||**-**|
|**_Sub total_ **|**2,098**||||||**22,652**|
|||||||||
|**A4 Asset and investment**
**purchases, (see table)**||||||||
|Laptop|**775**||||||**-**|
||**-**||||||**-**|
|**_Sub total_ **|**775**||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||
||||||||**22,652**|
|||||||||
||**5,145**|**34,697**|**-**||**39,842**||**- 196**|
||**-**|**-**|**-**||**-**||**-**|
||**4,556**|**- 3,936**|**-**||**620**||**816**|
||**9,701**|**30,761**|**-**||**40,462**||**620**|
CCXX R1 accounts (SS)
11/09/2024
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**
Lap2op
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 £**
**9,701**
**30,761**
**-**
**-**
**-**
**-**
**9,701**
**30,761**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Unrestricted
**775**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**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|**25 April 2024**|
|||||
CCXX R2 accounts (SS)
11/09/2024
2
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** Our Chartist Heritage **On accounts for the year** 31 December 2023 **Charity no** 1176673 **ended (if any) Set out on pages** 1 & 2 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2021.
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
**Date: Signed:** 21 April 2024 **Name:** Christopher J Donavon **Relevant professional qualification(s) or body (if any): Address:** 34 Cae Perllan Road Newport S Wales, NP20 3FW
**October 2018**
**IER**
1
**Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**October 2018**
**IER**
2