Bakewell and Distrirt Historical Society Trustees. Annual Report l January 2023 to 31st December 2023 Charlty Name: Bakewell and District Historical Society Other Names it is known by: Bakewell Old House Museum, BDHS Re8lstered Charity Number: 1184842 Charltys Prlnclpal Address: Bakewell Old House Museum, Cunningham Place, Bakewell, DE42 IDD Names of Trustees who mana8e thls charity Name Dates arted if not for whole year Name of person (or body entitled to appolnt trustee (if an Ken Smith Sir Kevin Barron Stephen Coates Marian Barker Lesley Ayers Emily Bowyer Eleanor Whitehead Megan Jones Emma Harrison Alison Edwards Lisa Simpson Peter Mahood Richard Hildebrand Chair from AGM Chair to resignation From 2510412023 To 1510312023 To 18105/23 IAGM} Treasurer Secretary To 1210312023 From 1710712023 From 1610712023 From 1610712023 Strurture and governance and management Type of governin8 documents: Bakewell and District Historical Society- constrtution at incorporation- August 2019 How the charity is constituted: Incorporated Trustee Selection methods." Adverts and consultation with MDEM, interviews Bakewell and District Historical Society- Charity 1184842 - Annual Report and Accounts 2023
Trustees Report 2023 Overview The Bakewell and District Historical Society has seen some changes over 2023, with the welcoming of Ken Smith as our Chairand three additional trustees to broaden the board expertise. The societytalks proBramme has been re-established from September. The museum ha5 engaged fewer visitors than previous years which we believe reflerts the downturn in economic growth and the post-covid reduction in opening days per week, from seven to five. For 2024. we have an exciting programme of talks and workshops based around our new Treasured Quilt exhibition. Work overthe winterwill move the Receptlon Area to the Industrial Gallery building to enable enhanced visitor experience of the Tudor Hall. We shall open 7 days a week to regain pre-pandemic audience numbers by recruitin8 a Museum Assistant. We have engaged a graphic consultant with the assistance of grant fundingto develop a museum branding in early 2024. We are positive about our programme and experience for visitors for 2024. Our Vision and Values These were given in our annual report 2022, but it helps to highlight them and focus on them again this year. Our vision To offer a gem of a museum that 15 fun, interestin& and inspiring to all, loved by locals and visitors alike. We will tell the story of our areas and its people in a unique and compelling way. creating connertions with the past and our visitors. Our Mission We will preserve and vitalise our collections for future 8enerations so that our communities continue to engage with and discover the history of BakewelS and this part of the Peak Distrirt Our values Brand values are the behaviours we consistently adopt to achieve our purpose. The following are such 'behaviours' but Usin8 that term may feel slightly officious. Weltomlng- do everything with open arms Provlding satlsfactlon - great customer experiences lead to happy faces Learning- our curiosity knows no bounds and its fruits are widely shared Engaglng -harness Arkwrighys energy and entrepreneurialism Leadlnr bravely forge new paths Belonglng 4oster a sense of place with passion Being attountable- ivs up to all of us, we all play a part Bakewell and District Historical Society- Charity 1184842 - Annual Rep)rt and Accounts 2023
Our purpose Our purpose is to stlmulate an interest and love for Bakewell and the wider Peak District by brin8in8 to life our shared stories. The Business Plan is designed to meet the following strategic goals, with the first being of the highest priority: Ensure the financial 5UStainabiltty of the museum Increase our visitors and develop new audiences, widening access Develop the workforce Maximise the use of collections and maintain the buildin<s fabric Strengthen the governance of the organisation Increase the effectiveness of our marketing and promotion Improve the customer experience- introduce quality metrics People We continue to be very 8rateful and thankful forthe commitment of Mark Copley our museum manager for organising volunteers, seeking out grants and managing the museum and bringing the museum to the lively centre and hub of activity that it is now. A huge thank you goes to Mark for his enthusiasm and dedication to the museum. On the BDHS board, we said goodbye to Sir Kevin Barron {Chairl and Emma Harrison at the beginning of the year. Thank you for your contribution to the society and museum. We said hello to Ken Smtth as Chair. and to new Trustees Lisa Simpson, Peter Mahood and Richard Hildebrand who all bring a wealth of experience in different fields to the board. A huge welcome to all of you. We also said goodbye to Stephen Coates as a trustee who stepped down after 6 years on the board (most of these as Chair) and who was instrumental in overhauling the governance of the s¢xiety and its institution as a Charitable Incorporated Organisation iaoi. We also welcomed Linda Latif as Membership Secretary. she is also a volunteer at the museum helpin8 Mark with administration duties. With the appointment of Linda, we said thank you to Anne Smedley who took on the membership role a few years ago. Museum activities were delivered by our fantastic volunteers. providing over 30CM) hours of volunteering time. the number of active volunteers is currently 60. A recruitment drive for more volunteers was undertaken in the Sprin& with every household in Bakewell leafleted with a special volunteering pamphlet. This will be extended to neighbouring villages in 2024, and an online campaign will be launched in Spring 2024. Activities The museum opened for the season on March 25 , 2023. and engaged with over 6000 visitors until closing on 5th November 2023. Atemporary exhibition for the year, "Bowls in a Fragile World" was housed in the Solarwith a talk about the exhibition held in July. A Bakewell and District Historical Society- Chartty 1184842- Annual Report and Accounts 2023
shorter-term temporary exhibition -A Stltch in fime" looked at Bakewell schools- and concentrated on girl education and needlework samplers. A pop-up exhibition Bakewell Now ond Then produced by Richard and Mark was held in the Visitor Centre from the avtumn into 2024. showing photographs of Bakewell. A costume grant from 2022 bore fruition at the opening of the museum with costumes available for visttors to try on whilst in the museum. The Learning Team welcomed schools to the museurn on 12 occasions. providing town tours and museum sessions. The largergroups have returned for a second year and look to be repeat visitors each year. 60 visitors and 5 volunteers participated in our Secrets and Legends town tours, which was provided by a very enthusiastic team of volunteers on Thursdays and some Tuesdays. There were eight group bookin8s including thosefrom U3A organisations and a literary group from the USA. We developed partnerships with the Level Centre IRowsley} and Junction Arts who provided free family activities in the summer as part of our World in Miniature theme. The Level Centre will be providin8 an exhibition in 2025 wtth their Youth Collective c(Fproducing the exhibition in response to our collections and stories. Also, a talk to the Chesterfield embroiderers by Mandy and Stephen, in November. started a project forthe embroiderers to display work in the museum during 2025. A neighbours Coronation Street Party {held indoors due to the weather) wa5 hosted at the museum and a Plant and Cake stall held overthe summer. Social Media continued to reach out to our audiences with the help of Megan and volunteers. The highest performing Facebook post was for ourTrustee recruitment in May 2023 {a paid advert}. The greatest Instagram reach was a video showing Stephen, our volunteer gardener. The 8reatest number of comments was via a Facebook post showin8 postcard5 of local pubs through time, collated as a Pub cn7wI thmugh Time. Over the year, the Society gained five grants totalling £ 3,298.58, We also received helpin- kind from Museum Development East Midlands (MDEMI for an Energy Audit, and some Organisational Health support. MDEM Small Grant £1,164.IXI Development of our Brandin8 Oerbyshire Dales Local Projects Fund £200.00 Unrestricted grant MDEM Workforce Development £315.IXI Trustee attendance at Museum Association Conference Provincial Grand Charity of Derbyshire £l,(KKI.00 Unrestricted grant Bakewell Town Council Grant £619.58 Equipment for Talks programme The Keeper of the Collertions. Marian Barker, has continued work with the catalo8uin& re- boxing and importantly rationalisation of the collection. Similarw, the Keeper of the Costume Collection, Kelsey Power, has prepared a great deal of items for rationalisation. She also led a popular Heritage Open Day behInd-thsceneS event. Bakewell and District Historical Society- Charity 1184842 - Annual Report and Accounts 2023
A further opportunity for volunteer recruitment is the Membership. We had social 8atherings at the beginnin& middle and end of the season, as well as the Summer Social. It is repeated many times that we cannot operate without our volunteers. but is always worth stressing this as we express our 8ratitude for what they give. Seasonal events included a -Famous bunnf trail at Easter, half-term children's artivitie5, Summer fun miniature worlds including an Arts Awards project, a link with Georgian Derbyshire Festival, Herttage Open Days and in October decoration for Halloween. "The Terrifyin8Tudor House-The Musician5 Stay Overf. Ken has single-handedly re-e5tablished the talks programme with some of the talks bein8: Recent Work at Beauchief Abbey- by Coltn Merrony. The Air of Freedom-the boot and shoemakers strike in Eyam and Stoney Middleton. 1918-1920- Steve Bond. Castleton Medieval hospital- Angela Stafford. Thank you The museum couldn't operate without its volunteers. Many volunteers have worked on the exhibitions. collertion5, updating our catalogue and other records, and performed many other valuable roles throughout the year. Specialist roles include photography, social media and DIY. Volunteers provided admin support. caterin& tours of the town and museum, and engage with school children. A special thank you goes to all our volunteers who have helped in many ways throughout the year. A word from our Chair: As has been said quite often about the Society and Bakewell Old House Museum, we punch above our wei8ht: and so we continue to do in these increasingly straitened times. As has also been noted before, this is On p055ible because of the dedication. loyalty and stamina of our museum volunteers, in each and every role that they perfomi. whether front of house or behind the scenes, under the inspirational leadership of our Museum Manager. Mark Copley. And that include5 Qur Trustees and the time they give. in guiding and supporting the direciion in which the Society is travelling. I wish to add my sincerest thanks to those already given in the document above for all the Vrk that has been done and the $It$ that have been achieved in 2023. As we move into 2024. ourvolunteer numbers are increasing, we are looking to open again for 7 days each week durin8 our season and to increase our visitor numbers, rbot least so that our grant- aided Assistant Mana8er can be supported in future years through our own income streams. The Board has begun to look at the governan Structure of the Society, to ensure that it is fit for purpose for now and the immediate future and anticipate a Visioning proce55 in the ar-future, with appropriate consultation of the Society membership, to chart ways forward that benefit our visitors and their enjoyment of Bakewell and it5 environs. as well as our museum and what we hope will be an increased and increasing membership in 2024 and beyond. Bakewell and District Historical Society- Charity 1184842- Annual Report and Accounts 2023
BAKEWELL & DISTRicf HISTORICAL SOCIETY Charity Number: 1184842 STATEMENT OF FINANCIALACTivmES Year ended- 31st December 2023 Income and Expenditure 2023 2022 Restricted unstrICted Restricted Unrestricted Incomlng resources Voluntory Income Members subscriptions Society Event5 Donation5 and Bequests Grants 1.852 1.548 1.542 2,289 2,IX18 443 515 2.099 10.439 2.667 Activitie5fvr Generatingfunds Museum receipts 40.446 42.394 Gift Aid 4,442 6.267 Investment Income Bank Interest Totsl Incoming resources 989 183 53.108 10,439 54A77 Governonce costs loo Charity Expenses Publications and talks Projects 1.921 1.862 425 3.482 7.757 Charitsble Truding octivities Wages Service and subs Insurance Capital Items and repairs Marketin8 Events and Stock Museum and Consumables Total resources Expended 20.472 5.512 2.350 1.361 2.849 4.042 19,919 7,186 2,947 1,849 2,181 4,188 1,997 40,603 2,566 43,223 7,757 Bakewell and Distrirt Historical Society- Charity 1184842 - Annual Report and Accounts 2023
2023 2022 Restricted Unrestricted Restricted Unrestricted Movement of Balan¢es Net Incoming resoLffjrce5 for year Fund balance bf l Jan Fund balance cf 31 Dec -1,384 2.682 1.298 12.505 90.739 103,244 2.682 11,254 79,485 90,739 2.682 ststement of Assets and Liablllties at year end BANK BALANCES at 3tst December 2023 Saffron Account co.op Pettycash Total Assets 41.246 63,214 82 104,542 Llabllltles None Income and expenditure accounting used Museum building tranSferd in January 2021- see note Retslned funds £104.542 Note to the A¢counts: The accounts have been prepared with reference to SORP SeCtn 27.12 in relation to the charity reconstruction and merger of the unincorporated charity 1027732 and the incorporated chartry 1184842. The heritage a55et of the museum building has not been valued and has been transferred from the one charity to the other. There is no requ1ment to put the building on the baknce sheet. The above accounts have been prepared by the Treasurer and Chairnian of the Trustees. who are content with an independent examination rather than a full audit. Signed J gMIT71 . {On behalf of the Board) Bakewell and District Historical Society- Charity 1184842- Annual Report and Accounts 2023
Independent examiner's report on the accounts Sectlon A -Independent Examlnerfs Report Report to the trustees/ members of.. Bakewell & Dlstrlrt Hlstorical society On accounts for the year ended: 31 December 2023 Charity Number. 1184842 Set out on pages 6 ond 7 I report to the trustees on my examination ofthe accounts ofthe above chaiity I"theTrusfi for the year ended 3111212023 As the charitvs tee5. you are re5pon5ible forthe pTrpar3t ofthe accounts in attordance wth the requirements of the Charitiès Act 2011 {Ihe Arf}. I report in fe5pect of my examinatÉon of the Trusys accounts carried out under 5ertion 145 of the 2011 Att and In carrying out my examination. I have followed all the applicable Directions given by the Charity Commission under settion 14515llbl of the Att. Independent examinerfs statem I have completed my ex3miftation. I confimi that Mella1 ha¥e come to my attention in connection with the examtnation lotherthan that disclosed belowl which gives me cause to believe that in. any material re5pect- the accountirE records were not kept in acc(Ydance with section 130 of the Chartttes Act; or the accounts did not accord with the accountire records: or the accoLEnts did not comply with the 1(ab requirements concernirré the form and content of accounts sel out in the Charities (Actounts and Reports) Regulations 2( other than any requirement that the accounts give a'true and fairf ¥iew which is not a matter consldered as part of an IndeperKlent examination. I have no concerns and have come across no other matters in Connection with the examination to which attentlon should be thawn In thls resx)rt In order to enatAe a priyr understanding of the accounts to be reached. Signed: E. Narne: Assei LLOli•j& SÉoKbi( Address". l Y OLO (Lo Al) Date.. 11. 3.xol Relevant profe5siohal qualiFK¥bwls} (* body lil anv): 8akewell and Oi5tritt Hi51orical Soclety- Charity 1184842- Annual Report an¢J Accounts 2023
Sertlon B.. Dlsclosure Only complete rfthe examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: dirertions and guidance for examiners). Glve here brlef details of any items that the examiner wishes to dlsdose. Bakewell and District Historical Soc*ty-Charity 1184842 - Annual Report and Accounts 2023