## **North Shields Heritology Project** Trustees Report and Financial Statements For The Year Ended 31 December 2022 Charity No. 1181245 ## **Legal and Administrative Information** Name: **North Shields Heritology Project** Reg'd Charity No: 1181245 Trustees: Jonathan Barrand Alison Spedding Keith Spedding David Young Address: 39 Whittingham Close Cullercoats North Shields NE30 3TH Bankers: Santander Independent Examiner: Mark Thompson MAAT VODA Spirit of North Tyneside Wing 2nd Floor, Wallsend Customer First Centre 16 The Forum Wallsend NE28 8JR ## **Trustees Report** ## **Achievements through the year** We have continued to attract funding and deliver projects throughout 2022. The past year has been easier logistically with few, if any, restrictions due to Covid. 1. We raised a total of £8,255 and have engaged with approximately 550 participants including 191 school children. 2. We delivered a project with 30 Year 5 schoolchildren from Wellfield Primary School with the assistance of four student teachers from Northumbria University. Based around the life of North Shields artist Victor Noble Rainbird, the children learned about how World War I affected his life and used Sphero balls to explore his art as well as the theme of war. The children then storyboarded and produced a film about Rainbird, which included learning about, and operating, video production technology. 3. We used Sphero balls to produce art with 25 Year 5 and 25 Year 6 schoolchildren from Christchurch Primary School in collaboration with Building Self Belief, a charity that aims to improve the wellbeing of young people. 4. As Keynote Speakers, we gave a presentation to 100 members of Soroptimists International at the Dome in Whitley Bay on the occasion of their 75[th] Anniversary. The audience included the Elected Mayor of North Tyneside Norma Redfearn. 5. We were one of many North Tyneside based groups who attend the Local History Day event in North Shields Library where the public were invited to know more about local history and how to get involved. We received excellent feedback from people who were impressed with our demonstration of VR headsets and how they can be used for educational purposes. 6. We were present at The Exchange in North Shields to showcase what the project does as part of the Queens Platinum Jubilee celebrations and observed the period of national mourning with the country after the passing of HM The Queen. 7. We delivered three guided walks and three talks to Linskill EngAGE group and Probus Group covering aspects of local history. 8. Through our guided walks and talks, funds were raised in aid of Toilet Twinning. Two toilets were twinned - at The Exchange and North Shields Baptist church in the North Shields Heritage Action Zone. 9. We engage with a wide audience on our social media platforms. These are important ways to communicate our achievements, let local people know about what events we have coming up and also a way for people to get in touch with us and help us with our research. We have had almost 20,000 Facebook page reaches, close to 300 followers on Instagram, around 200 connections to people and organisations on LinkedIn and have Tweeted over 3,100 times to our 700 followers. Our project videos have almost 120,000 views on YouTube. ## **Plans for the future** Looking ahead to 2023 we hope that any potential Winter increase in Covid cases will not impact on our planned projects however we quickly learned to adapt and are confident in our abilities. As the cost-of-living impacts on day-today lives, it is important to acknowledge potential funding could be harder to attract as funders look to support the vulnerable. It is also a reminder to us that we take our responsibility of delivering projects in an environmentally sustainable way seriously and will consider this with our partners when planning projects. 1. In March 2023 we will be working with Christ Church Primary School on a project around the theme of Crime and Punishment with input from one of the project volunteers who has a degree in Criminology. 2. We have a second project, planned with Percy Main Primary School, exploring the history and social impact of Smiths Dock in North Shields. We have secured funding for this from The Heritage Schools Grant from Historic England. 3. 2025 is the 800[th] anniversary of the Fish Quay and we will work with partners including North Tyneside Council to understand what the plans are to commemorate it and to play a part in ensuring technology is used to celebrate this landmark event. 4. We will continue to develop relationships with partner organisations and potential funders and will look to participate in relevant events including Local History Day and Heritage Open Days. Signed:……………………………………………………, on behalf of Trustees ## Jonathan Barrand Print name: ………………………………………… Date:………………………………….30 January 2023 ## **INDEPENDENT EXAMINER'S REPORT** ## **Notes to the North Shields Heritology Project accounts, 2012** **On accounts for 31 December 2022 Charity no 1181245 the year ended** **Respective** The charity's trustees consider that an audit is not required for this year **responsibilities of** (under section 43(2) of the Charities Act 1993 (the Act)) and that an **trustees and** independent examination is needed. **examiner** It is my responsibility to - examine the accounts (under section 43 of the Act), - follow the procedures laid down in the General Directions given by the - Charity Commission (under section 43(7)(b) of the Act), and - state whether particular matters have come to my attention. - **Basis of** My examination was carried out in accordance with General Directions - **independent** given by the Charity Commissioners. An examination includes a review **examiner’s** of the accounting records kept by the charity and a comparison of the **statement** accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the accounts. - **Independent** In the course of my examination, no matter has come to my attention: **examiner's** 1. which gives me reasonable cause to believe that in, any material **statement** respect, the trustees have not met the requirements to ensure that: - proper accounting records are kept (in accordance with section 41 of - the Act); and - accounts are prepared which agree with the accounting records and - comply with the accounting requirements of the Act; or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. ## **Signed: Date: 30 January, 2023** **Name:** Mark Thompson MAAT **Address:** VODA Spirit of North Tyneside Wing 2nd Floor, Wallsend Customer First Centre 16 The Forum Wallsend NE28 8JR ## **North Shields Heritology Project** ## **Statement of Financial Activities for the year ended 31 December 2022** |**Receipts**
Grants
**2**
Donations
**Total Receipts**
**Payments**
Print, Postage & Stationery
Travel
Launch Event
Room Hire
General Office Expenses
Insurance
Advertising
Equipment
Consultants Fees & Subscriptions
Legal & Professional
Accountancy
Donations
**Total Payments**
Surplus / deficit for the year
Funds as at 1 January 2022
**Funds at 31 December 2022**|**Unrestricted**
**Restricted**
**Total**
**Total**
**Funds**
**Funds**
**Funds**
**Funds**
**2022**
**2022**
**2022**
**2021**
**£**
**£**
7202
7202
10098
1053
1053
0| |---|---| ||**1053**
**7202**
**8255**
**10098**| ||41
404
445
466
228
228
230
0
0
13
385
398
715
34
114
148
265
146
146
142
0
9
555
555
524
674
1500
2174
3434
0
1650
100
100
60
128
128
0| ||**1136**
**3186**
**4322**
**7495**| ||-83
4016
3933
2603
6064
6085
12149
9546| ||**5981**
**10101**
**16082**
**12149**| ## **North Shields Heritology Project Balance Sheet as at 31 December 2022** |**Balance Sheet as at 31 December 2022**
**North Shields Heritology Project**|||| |---|---|---|---| |||**2022**|**2021**| |||**£**|**£**| |**Current Assets**|**Notes**||| |Cash at Bank||16082|12149| |**Total Cash Balances**||**16082**|**12149**| |**Current Liabilities**||**0**|0| |**For The Year Ended 31 December 2022**||**16082**|**12149**| |**Represented By:**|||| |Restricted Funds||10101|6085| |Unrestricted Funds||5981|6064| |||**16082**|**12149**| Trustee - Chairman Signed …………….……………………… Position ………………………………….. Trustee - Treasurer Signed …………….……………………… Position ………………………………….. Date ……………………………………….30 January 2023 ## **North Shields Heritology Project** ## **Notes to the accounts, 2022** ## **1. Basis of accounts** The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) – Charities SORP (FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006 Nortyh Shields Heritology Project meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s). **2. Grants Received:** ## **Restricted** |Historic High Streets (Historic England/VODA) - Round 2|6652| |---|---| |Sir James Knott Trust - Queens Platinum Jubilee Fund|550| ||**7202**| ## **3. Trustees and Staff** No staff are directly employed by the charity. ## **4. Costs of financial services** The cost for the Independent Examination for the financial period will be £80. ## **5. Restricted Funds balance at 31 December 2022** |**Restricted Funds balance at 31 December 2022**||||| |---|---|---|---|---| ||**Balance**|**Income**|**Expend**|**Balance**| ||**1//1/22**|||**31/12/22**| |Venator Community Fund (2)|250|||250| |Historic High Streets Pilot HAZ Project (Historic England/VODA)|693||409|284| |North of Tyne Combined Authority Capacity Fund|833||242|591| |Helix Arts(Arts Council England)|418|||418| |Hadrian Trust (2)|402|||402| |Historic High Streets (Historic England/VODA) - Round 1|2301|||2301| |Helix Arts(Arts Council England)|938||53|885| |Venator Community Fund (3)|250|||250| |Historic High Streets (Historic England/VODA) - Round 2||6652|1932|4720| |Sir James Knott Trust - Queens Platinum Jubilee Fund||550|550|0| |**Total**|**6085**|**7202**|**3186**|**10101**|