The REDDITCH LOCAL HISTORY MUSEUM 5 MARKET PLACE REDDITCH- CHARITY COMMISSION ANNUAL REPORT 2021 - 2022 TRUSTEE STATEMENT Museum started by Three Local Historians. Derek Coombes, Graham Smith and Peter Harris to Collect, Record, Restore, Preserve and Exhibit local artefacts to the people of Redditch and the local area. Having agreed responsibilities of each of the trustees, the search for suitable town centre premises began in eamest. Owners of the Kingfisher Centre were pleased to encourage the trustees to move into one of their vacant Market Place properties. This offered town centre exposure with reasonable foot fall. Budgets and fundraising targets over the next few months were reached and surpassed with much local interest and support being shown. After signing the lease on preferential tern]s, keys were handed over and a three year tenancy agreement was signed with a move in date at the end of July 2021. During this time trustees. staff and volunteers were assessed and seIected to take on vaTiOUS roles. The trustees were extremely ateful to local tradesmen and business's for taking on most of the work free of charge, thus saving much of the money previously atnassed to be cariied forward to the following year. Without the help of Klngfisher general manager Ken Williams, the journey from inception to opening would have been possible. Opening day was fixed at 3 November 2021 with an admission chaTge of just two pounds. A local celebrity, ex-councillor Mrs Pat Witherspoon agreed to officiate. There were approaching one hundred and fifty guests on the day, and many rnore cash donations and offers of support.. Shop windows were decorated both with a Christmas theme plus an Historical content, both receiving complin]ents. The museum boasts an extremely pleasant room upstairs overlooking the parish church of St. Stephens and it's grounds. Eating with tables will hold some eighteen individuals. More can be accommodated with tables removed. Fundraising events such as afternoon tea and museum visit are planned. A planned program of During the year the museum has applied for and been awarded three grants, one from the Lottery, one from the Arts Council and one from the Redditch Borough Council. The first half of the Lottery Grant of £17,500 has been paid and work carried oirt on recording and restoring the Artefacts in conjunction with the Hive at Worcester. A number of visits having been arranged to them and to ourseIves to both set up, monitor and progress of the Project, the focus being on Spectrum, which is the national standard for managÈng archives. Local students have been recruited to assist on this project in conjLmCtion with the local Redditch college. The work is
progressing well. The second grant of £20,250 from the Arts Council has been approved and the money forwarded to our bank. This grant is to set up and develop our proposed Outreach project. This will cover visits to care homes to give talks to residents and hopefully improve the memory prospects of residents suffering early stages of Alzheimer etc. and also to give interest to daily life. The museum is also expected to benefit from their own personal lifetime experiences thus increasing the knowledge that we have of the town. Local schools are being approached both to give talks and also to organise visits to the museum to promote interest in the town in which we live. Or future lies in the hands of those that follow on, so this is hoped to prornote the longevity of the museum for the next generation. Part of the grant will go towards setting up a memories project. Here local people and others can be filmed describing theiT experiences in Redditch in short filnis. This facility is now partially open showing previously recorder interviews. The new material will enlarge this facility and suitable volunteers being identified to take on this. The Council grant of £3,000 has been used to cover start up costs as agreed. Careful attention to costs has been a priority. The Redditch Borough Council has agreed to waive the remaining discretionary 200kn of the annual rates thus saving some £2,000 of fixed cost. Other costs have also been under scrutiny. The accounts will show that there is sufficient monies to cover 2021-2022 operating expenses. We are confident that fundraising next year will cover 2022 - 2023 operating expenses. Graham Srnith gave his intention to resign as tstee from 31° March 2022 and efforts are now being put in pace to replace him. Graham will manage accounts till 31101122 when Derek Coombes will take over until DC to take over role until 31103122. Derek CcKJmbes has also given his intention to resign as Chairnian due to the serious nature of his wife's illness. He has however agreed to continue in the museum as a volunteer and to act as Artefacts Manager, taking Tesponsibility for that function. A suitable replacement trustee is now being sought. Additional trustees, Malcolm'Hicks and Aimmy Adagu have agreed to join as trustees, thus bringing us back up to strength. Additional potential trustees are also being sought, both from volunteers and from outsRde. Peter Harris to take on role of Chairn]an for 2022 -2023 In conclusion, we are confident that our three year plan for the museum wil continue as planned. Peter Harris Trustee 2410112022 rile'.IlthomelpetelMUSEuMICHARITYCOMMISSIONJnnualRett2o2L2l ATrnualCharityCornmi5sionReportMeeting2021J022.pdf
CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 April 2021 Period start date To 31st March 2022 Period end date Charity name: The Redditch Local History Museum Charity registration number: 1191166 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document Para 1.17 To collect, store, preserve and display artefacts to the general public and others from a central Reddltch base. To raise sufficlent fund5 from private and industrial sponsors to Cover annual running expenses. To further raise funds from organised events throughout the year. To further enhance the profile of the town of Reddltch and the pride of the towns people. To encourage the younger generation to develop Interest in the soclal herita Potential donors and sponsors are constsntly identified for ongoing fund ralslng. Events held throughout the year have included an Easter Egg event for children, Attendance at several outdoor and indoor displays including the local Ilbrary. The setting up of a chlldren's adventure tlmeline tour of the museum. students participation in Museum routines by arrangement wlth the local ollege. Visits by local schools and scout groups, Group Tuesday afternoon Tea and Talk sessions to local groups. Outslde talks to local organlsatlons. Book si nln events. Trustees have had regards to the guldance issued by the Charity Commission on Public Beneflt. Summary of the main activities in latiOn to those purposes for the public benefit, in particular, the activities. projects or services identified in the accounts. Par8 1.17 and 1.19 Slaternent Confirming whether the trustees have had regard to the guidan issued by the Charily Commission on public benefit Para 1.18 Additional Information (optsonal) You ma choose to include further statements where relevant abjut: SORP refer8nce
PoliGy on grant making PaTa 1.38 Policy on social investment including program related investment Para 1.38 Contributron made by volunteers Para 1.38 Other Achievements and Performance SORP reference Volunteers encouraged to learn all jobs and routines within the museum and to dèvelop positive Contribution to the museum activities whilst gaining confidencè and experience when deallng with the general public. Volunteers special attributes encouraged and acted upon where appropriate. Having visitors from all over the country . Museum open to members of the public enquiries as to Family History and General Knowledge. Outside talks beneficial to raising the profile and pride in the town. Summary ofthe main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benelits to society as a whole. Para 1.20 Additional information (optional You ma choose to include further statements where relevant aboLrt: Achievements against objectives set Para 1.41 Performance of fundraising activities against objedives set Para 1.41
Investment performance against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the period Para 1.21 We confimi that we are solvent and keeping costs under control and have a healthy financial Position. Balance Sheet shows Total Bank funds at end of year as £46,548 including restricted funds of £32.000 Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reseNes Delails of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 RèseNes ld for future agreed spending on various Grants Para 1.22 NIA Par8 1.24 NIA Para 1,23 With the worsening of Ihe present economic situation general fundraising has become noticeably more difficult requiring fresh approaches. The extended Covid epidemic and possibility of further outhreaks hit the museum hard as a large number of our volunteers with children at school were unable to give continuance of volunteer time. The mo elderl were also in a hi h risk cate Additional irrformation {optionall You ma choose to include further statemenls where relevant about= Applied grants Regular giving Raffles Afternoon Teas Retail Sales Promotional Item$lBooks etc Donations frorn Industry Donations from Individuals The charity's principal SoUrS of funds (induding any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted F>8ra 1.46 The cessation of the three year lease, the renevRI terms of which are unknown. Sirnilarly utility bills are fore¢a$t to rise to an unprecedented level. A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of ¢harily's NIA trusts". Type of governing docum8nt lTrisl deed. ro oil charter How is the charity constituted? l& g uninLoroorated 8S4OCiAlion ('1() Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint onè or rnore trustees Para 1.25 Museum Constitution Pala 1.25 cio Para 1.25 Twstees appointed by interviews with roferen¢e lo skills, managernent potential. experience, and a deslre to preserve the hlstory and herltage of the town and people of Redditch. Final appolntmènt to be agreed by all Trustses Additional infomiation (optional You ma ch¢Jose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of twstees Para 1.51 The charity's organisalional structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Chari name Other name the ¢harit uses Re istered charil number Charity's principal address The Redditch Local Histo None 1191166 5 Market Place, Redditch, Worcs B98 8AA Museum
Namos of the charity trustees who manage the charlty rrusteg name Offlee Irf any) Dat¢$ athd M not for wholg ear Chair Accounts Fundraising Nam¢ of parson lor body) entltl¢d toa olnt trustoè If an Derek Coombes Graham Smith Peter Harris 10 12 13 14 15 16 17 18 19 20 rate trustees- names of the directors at the date the re Dlrector nam¢ ortwasa roved None Name of trustees holding tille to property belonging to the charity Trustee namè Dot¢$ a¢tod il not formthole year None
Funds held as custodian trustees on behalf of others Description of the assets Artefacts donated on loan held in this capacity Nam8 and objects of the charity on whose bÈhalfthè assets are held and how this falls within the custodian charity's objects The Redditch Local History Museum. To Collect, Catalogue, Stor6, and Display tho* artefacts as seen fft. Details of arrangements for safe custody and segregation of such assets from the charity's own assets Items recorded on acceptance. Either as a donationlgift, or on loan. Complete Paperwork and computer records as appropriate. Additional information {optional Names and addresses of advisers (Optional inforniatlon) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional inforniation) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional information
Declarations The trustses declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees Slgnaturels} Full name(s) Peter Harris Position (eg Secretary, Chair, etc) Trustee 2110112023 TAR.DOCI7IAnnu•i Réport 2021_22Aoc
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The Redditch Local History Museum Registered No. 1191166
Receipts and Payments Accounts
For the Year From 01/04/2021 To 31/03/2022
Receipts & Payments
Receipts Unrestricted Restricted Endowments Total Last Year
£ £ £ £ £
Admissions 989 989 -
Sales 1,687 1,687 -
Donation 5,170 5,170 20,140
Other 585 585 3,420
Grants
RBC VCS 3,000 3,000 -
HLF 8,750 8,750 -
Arts Fund 20,250 20,250 -
Receipts Sub-Totals 8,432 32,000 - 40,432 23,560
Asset & Investment Sales - - - - -
Asset & Investment Sales Sub-Totals - - - - -
Total Receipts 8,432 32,000 - 40,432 23,560
Payments
Premises Decoration & Repairs - 46 249 203 -
Domestic & Consumables 838 296 1,134 -
Premises Fixed Cost - 2,001 2,001 -
Utilities & Services - 744 744 -
Promotion & Cost Of Sales 367 454 821 -
Expenses 731 113 844 -
Fees & Professional Services 480 1,936 2,416 62
Payments Sub-Totals 2,370 5,793 - 8,164 62
Asset and Investment Purchases 1,836 7,392 1 - 9,228 -
Total Payments 4,207 13,185 - 17,391 62
Net Receipts/ (Payments) 4,225 18,815 - 23,040 23,498
Cash Funds at 31.03.2021 (01.04.2020) 23,498 - - 23,498 -
Cash Funds at 31.03.2022 (31.03.2021) 27,723 18,815 - 46,538 23,498
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Doc: RLHM-Year End - 2022-04-17
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The Redditch Local History Museum Registered No. 1191166
Statement of Assets and Liabilities at 31/03/2022
Unrestricted Restricted Endowments Total
Cash Funds £ £ £ £
Cash at Bank 27,673 18,815 - 46,488
Cash in Hand 50 - - 50
Total Cash Funds 27,723 18,815 - 46,538
Unrestricted Restricted Endowments Total
Other Monetary Assets £ £ £ £
- - - -
Amounts Owed by Customers
Total Other Monetary Assets - - - -
Unrestricted Restricted Endowments Total
Assets Retained for the Charity’s use £ £ £ £
Access and Display Facilities - 1,817 - 1,817
Record Copying & Storage Facilities - 5,575 - 5,575
Exhibits & Displays 480 - - 480
Furniture & Fittings 1,356 - - 1,356
Total Assets Retained for the Charity’s use 1,836 7,392 - 9,228
Unrestricted Restricted Endowments Total
Liabilities £ £ £ £
Supplier Invoices not yet Paid 1,726 - - 1,726
Total Liabilities 1,726 - - 1,726
Approved By:
Signature Print Name Date Position
Peter Harris 31/01/2023 Trustee
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Doc: RLHM-Year End - 2022-04-17
The Redditch Local History Museum
Charity Number 1191166
Independent Examiner's Report to the Trustees of The Redditch Local History Museum
I report to the Trustees on my examination of the Accounts of The Redditch Local History Museum for the Year Ended 31st March 2022.
Responsibilities and Basis of Report
As the Charity Trustees of The Redditch Local History Museum, you are responsible for the preparation of the Accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of The Redditch Local History Museum's Accounts carried out under Section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner’s Statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
Accounting records were not kept as required by section 130 of the Act; or
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The Accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Sandra Kansy Redditch Tax Advisers
Mason House, 96 Evesham Road, Headless Cross, Redditch, Worcestershire B97 5ES 31st January 2023