2024-01-01-accounts - Huntingdonshire History Festival

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 02 01 2023 To 01 02 2024

Section A Reference and administration details

Charity name Huntingdonshire History Festival

Other names charity is known by Registered charity number (if any) 1180093

N/A

Charity's principal address 63 Great Northern Street

Huntingdon Cambs

Postcode PE29 7HJ

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Michael Addis	Chair	Whole Year	First CharityTrustee
Angus Ballantine	Treasurer	Whole Year	First CharityTrustee
Gillian Rayment	Secretary	Whole Year	First CharityTrustee
Emma LLoyd	Media and Social	15 September 2023	Trustee
Stuart Orme	Trustee	Whole Year	Trustee
Diane Ballantine	Trustee	Wholeyear	Trustee

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 none Name of chief executive or names of senior staff members (Optional information) Michael Addis (Chairman) Section B Structure, governance and management Description of the charity’s trusts CIO Foundation Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Appointed by other elected trustees Trustee selection methods (eg. appointed by, elected by)

Section B Structure, governance and management

Additional governance issues (Optional information)

The charity trustees are all volunteers who represent a cross section of
You may choose to include people from local history groups, reenactment enthusiasts, local
additional information, where merchants, school teacher, archivists, museum curators and council
relevant, about: representatives all with a passion for local history and to be able to
policies and procedures disseminate that knowledge and information to the local population. The adopted for the induction and trustees have been supported by a large number all volunteers, training of trustees; enthusiasts, published authors and curators from local museums giving their time and guidance in putting together a wide-ranging and visually
the charity’s organisational stimulating programme of events.
structure and any wider network with which the charity On election trustees are informed of their duties and responsibilities and
works; provided with copies of the governing document and latest published
relationship with any related accounts and trustees report. They are also made aware of publications parties; and advice from the Charity Commission. In recruiting new trustees the charity seeks those that have the appropriate skills, knowledge and
trustees’ consideration of experience to help develop the aims and organisation of the charity
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

To advance the education of the public in the history and heritage of the former county of Huntingdonshire by staging events, talks, guided walks, presentations and similar activities for the benefit of the public of all ages.

Summary of the main activities undertaken for the public benefit in relation to TAR

An active Facebook page promoting activities and monthly articles with contributions from the public. We also have a website with over 4000 hits

March 2012

these objects (include within which promotes activities and includes blogs that have covered local this section the statutory ghost walks, Hunts nostalgia and World War 2 secret declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

In exercising their duties the trustees took due regard of section 17(5) open the charities Act and the Charities (Accounts and Reports) regulations 2008 to ensure that the activities of the charity met with the objects of the charity as laid out in the governing document

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

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Section D Achievements and performance

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Section D Achievements and performance

Summary of the main Having been set up by the smallest organising team in the history of the achievements of the charity festival it was a major achievement to be able to go ahead at all. during the year However, with a splendid weekend kicking off proceedings with a reenactment by Legio Secunda Augusta ably supported by Gladiators and various demonstrators explaining life in Roman Times it can generally be agreed that the festival was a success. A number of activities were sold out, the most popular perhaps being the ghost walks in Huntingdon and St Ives and as a result four new volunteers were recruited to help organise the 2024 festival. It should be acknowledged that without the support of the Huntingdon Freemen’s Trust and the donation of £1,000 they provided the Festival would not have gone ahead. Thanks should also be given to the following for their support: Oliver James Ltd J P Morgan Rotary Club of Huntingdon

Section E Financial review

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Brief statement of the charity’s policy on reserves

Ideally the charity aims to carry a reserve of £2,000 to £3,000 at the end of each year which is sufficient to pay insurance and the initial outlay for the following year whilst grant applications are made. Unfortunately owing largely to the economic down turn in the past twelve months this was not possible to achieve as grants and donations were cut quite heavily. However, looking forward to the next year things are looking much better on the finance front

Details of any funds materially in deficit

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);

At the end of the financial year we had £926 in the bank.

All money is held in a non-interest bearing account as the amount of funds after the festival are insufficient to warrant transferring to an interest bearing account. All online transactions must be authorised by two trustees

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) Position (eg Secretary, Chair, etc) Date

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Huntingdonshire History Festival 1180093 Receipts and payments accounts CC16a For the period 1/2/2023 1/1/2024 To

For the period from

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

to the nearest £

to the nearest £ to the nearest £

Total funds Last year

to the nearest £ to the nearest £

A1 Receipts

A1 Receipts
Grants received	1,491	-	-	1,491	4,500
Events Income	1,268	-	-	1,268	1,604
Donations Received	642	-	-	642	1,447
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	3,401	-	-	3,401	7,551

A2 Asset and investment sales,
(see table).
	-	-	-	-
	-	-	-	-	-
*Sub total*		-	-	-	-

**Total receipts **	3,401	-	-	3,401	7,551
A3 Payments
Insurance	634	-	-	634	634
Administration	195	-	-	195	551
Publicity	344	-	-	344	731
Events	6,486	-	-	6,486	6,163
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
**Sub total **	7,659	-	-	7,659	8,079

A4 Asset and investment
purchases, (see table)
	-	-	-	-
	-	-	-	-
**Sub total **	-	-	-	-	-

**Total payments **	7,659	-	-	7,659	8,079

**Net of receipts/(payments) **	- 4,258	-	-	- 4,258	- 528
A5 Transfers between funds	-	-	-	-	-
A6 Cash funds last year end	5,184	-	-	5,184	-
**Cash funds this year end **	926	-	-	926	- 528

Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Bank Account Details Details Details Details Signature *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 926 - - - - - 926 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Michael T.H. Addis -Chairman Angus Ballantine - Treasurer Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
			-
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			-
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			OK
			to nearest £ Endowment funds
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			Current value (optional)
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			Current value (optional)
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			When due (optional)






			Date of approval
		Michael T.H. Addis -Chairman
		Angus Ballantine - Treasurer