2022-06-30-accounts

Trustees’ Annual Report for the period

From 01/07/21 Period start date. To 31/12/22 Period end date Charity name: Saddleworth Historical Society

Charity registration number: 505074 to 02/9/21. 1195706 from 3/09/21

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To promote individual and collective knowledge and understanding of the history of Saddleworth in particular but not exclusively by Documenting the history of Saddleworth; Promoting an interest in the history of Saddleworth; Facilitating research into the history of Saddleworth; and Maintaining a publicly accessible archive and library relating to the history of Saddleworth.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Organise monthly lectures on subjects relating to local and general historical themes. Maintain an archive of manuscript, printed and pictorial items for access by the general public. Help Desk via the Society’s website and personally. In addition to this, when our new premises are in operation this will also be a “walk-in” facility. Production of quarterly Bulletin which is distributed to our many members both in the UK and abroad.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Society has no limits as to who may become members; non-members being welcomed to monthly lectures, study days and social events.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	N/A

Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	The Society is organised and administered fully by volunteer effort. During the Summer local guided walks were organised and lead by a volunteer and proved very popular.
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	Discussion and fundraising for adaptations to our recently acquired premises has taken a considerable portion of the Trustees’ monthly meetings. This has not, however, interrupted our monthly lectures, nor the quarterly Bulletin and Newsletter, which is distributed locally, nationally and internationally, both by hard copy and electronically. No books have been published during the year but preparations are in place to produce a book of memorial inscriptions for the graves in two of our villages’ graveyards and another on probate documents of the seventeenth century. Conversion of our new property into our headquarters resumed after the pandemic. In addition to being the Society’s home for a considerable archive and library, space will be available for a manned Help Desk and private study area. A room will also be available for hire by local groups on a non-profit basis.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Achievements against objectives set		Adaptation work on our new premises, Holly Bank, is progressing but at a slower rate than expected. This is due mainly to lack of funds.
	Achievements against objectives set	Para 1.41	Adaptation work on our new premises, Holly Bank, is progressing but at a slower rate than expected. This is due mainly to lack of funds.

		Recording our lectures for the benefit of non-local members was discussed but failed due to lack of expert knowledge and suitable equipment.
Performance of fundraising activities against objectives set	Para 1.41	Following on from our fund-raising appeal to members, which was very successful, we applied to several grant- giving organisations, without much success. We were successful, however, with the Lottery Fund Heritage Grant of £10,000 for adaptation work to Holly Bank.
Investment performance against objectives	Para 1.41	We do not have any investments.
Other

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	The Society is in a healthy financial position with an annual income of £2,455 and a surplus of £440 for the period 01/07/21 to 30/06/22 and an income of £2,455 and a surplus of £584 for the period 01/07/22 to 31/12/22. Assets at 31/12/22 are £31,586 of which £14,787 are in cash.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Cash Reserves are held in a current bank account and deposit account. They are primarily held to meet unexpected expenses and to invest in publishing books.
Amount of reserves held	Para 1.22	£14,787
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	The charity is presently in a healthy operational and financial position. However, it is run entirely by an ageing volunteer committee and this is the greatest threat to its future.

Additional information (optional) You may choose to include further statements where relevant about:

		Members’ annual subscriptions.
The charity’s principal	Para 1.47	Occasional fund-raising efforts.
sources of funds (including		Sale of publications.
any fundraising)		Non-members’ admission to lectures.

Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	Ageing Trustees, Committee Members and general membership. Reluctance of younger people to come forward.
Other

Structure, Governance and Management

Description of charity’s trusts:		N/A
Type of governing document (trust deed, royal charter)	Para 1.25	Written Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable Incorporated Organisation
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are proposed, seconded and elected at the AGM. Members or the charity trustees, may, at any time decide to appoint a new trustee providing the limit specified (12) is not exceeded.
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Trustees. Committee Members. Chair. Secretary. Treasurer. Membership Secretary. Programme Secretary. Publicity Secretary. Bulletin and Publications Editor. Archivist.
Relationship with any related parties	Para 1.51	Good working relationship with Saddleworth Museum, where most of our lectures are held and where our archive is stored. Regular contact with South Pennine Historical Group. Regular contact with Saddleworth

Archaeological Society. Other

Reference and Administrative details

Charity name	Saddleworth Historical Society
Other name the charity uses	SHS
Registered charity number	505074 to 2.9.21. 1195706 from 3.9.21
Charity’s principal address	Holly Bank Kinders Lane Greenfield Oldham OL3 7BP

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	David Harrison	Acting Chair	From 13.10.21
	Christine Barrow		From 13.10.21
	Lesley Brown		From 13.10.21
	Mary Rodgers	Membership Secretary	From 13.10.21
	Michael Buckley	Archivist and Bulletin Editor	From 24.8.22
	Lily Hopkinson	Secretary	Resigned 22.8.22
	Keith Lucas		Resigned 23.8.22
	Brian Groom		Resigned 23.8.22
	Ivan Foster	Treasurer	Resigned 23.8.22
	John Curnow		Resigned 23.8.22
	Michael Whalley		From 24.8.22
	Martin Lawton		From 24.8.22

– Corporate trustees names of the directors at the date the report was approved Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
None

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	None
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

Declarations

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

SADDLEWORTH SPORTS YOUTH AND COMMUNITY ASSOCIATION (Registered Charity number 1165198) RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31[ST] MARCH 2020

RECEIPTS Unrestricted £ Restricted £ Grants - 2,000 Donations 24 - Room Hire 23,717 - Events - - Fundraising - 2,228 Activities 392 - Other income - - TOTAL RECEIPTS £24,133 £4,228 PAYMENTS Salaries and associated costs 7,571 - BMW project (incl some salary costs) - 3,315 Insurance 453 - Buildings/maintenance 2,065 1,049 Furniture and Equipment 435 - Donations 500 2,228 Office Costs 668 - Sundries 286 - Consumables and cleaning 1,052 - Events and activities 169 - Publicity - - TOTAL PAYMENTS £13,199 £6,592 NET INCOMING/ (OUTGOING) RESOURCES £10,934 £(2,364) Reserves b/fwd at 1stApril 2019 £27,710 £4,441 Reserves c/fwd at 31stMarch 2020 £38,644 £2,077	Total 2020 £ 2,000 24 23,717 - 2,228 392 - £28,361 7,571 3,315 453 3,114 435 2,728 668 286 1,052 169 - £19,791 £8,570 £32,151 £40,721	Total 2019 £ 2,830 698 21,525 429 1,824 420 110 £27,836	Total 2019 £ 2,830 698 21,525 429 1,824 420 110
		7,416 6,907 453 679 711 1,658 351 884 957 415 300 £20,743	7,416 6,907 453 679 711 1,658 351 884 957 415 300
		£7,093 £25,058 £32,151

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STATEMENT OF ASSETS AND LIABILITES AT THE 31[ST] MARCH 2019

Cash funds: Unrestricted £ Restricted £ Yorkshire Bank £38,644 £2,077 Other monetary assets: Unrestricted £ Restricted £ Debtors – amounts due for room hire at 31stMarch 2020 £2,642 -	Total £ £40,721
	Total £ £2,642

Liabilities

OMBC are due to invoice for utility bills for the building but have not yet agreed the amount due by SSYCA since they have occupied the building from September 2016. It is expected that the bulk of the unrestricted reserves will be used to pay this bill.

Accounts approved by the Trustees on 12[th] November 2020

Signed: Mike Rooke

Name: Mike Rooke

Accounts examined and approved on 12[th] November 2020

Signed: Godfrey Adams

Name: Godfrey Adams ACMA ACIS

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