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-th￿sceneS 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
V￿rk 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
un￿strICted
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 tranSfer￿d in January 2021- see note
Retslned funds
£104.542
Note to the A¢counts:
The accounts have been prepared with reference to SORP SeCt￿n 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 requ1￿ment 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 t￿￿ee5. 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 ￿ M￿ella1 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 ￿LLO￿li•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