## **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** |1
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**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** March **2012** **TAR** 1 ## **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** 2 **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. March **2012** **TAR** 3 Section D Achievements and performance March **2012** **TAR** 4 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** March **2012** **TAR** 5 ## **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** March **2012** **TAR** 6 **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**
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(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**926**
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**926**
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OK
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Print Name
**Michael T.H. Addis -Chairman**
**Angus Ballantine - Treasurer**
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**Amount due**
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**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
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approval| |||**Michael T.H. Addis -Chairman**|| |||**Angus Ballantine - Treasurer**||