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2022-08-31-accounts

Trustees' Annual Report for the period

Period start date Period start date Period end date
**From ** 26 11 2021 To 31
08
2022

Section A Reference and administration details

Charity name Hebden Bridge Local History Society

Other names charity is known by

Registered charity number (if any) 1196787

Charity's principal address Birchcliffe Centre Birchcliffe Road Hebden Bridge Postcode HX7 8DG

Names of the charity trustees who manage the charity

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Trustee name Office (if any) Dates acted if not for whole
**year **
Name of person (or body) entitled
to appoint trustee (ifany)
Barbara Atack Chair 26/11/2021 – 31/08/2022
MurraySeccombe Secretary 26/11/2021 – 31/08/2022
Rachel Smith Treasurer 26/11/2021 – 31/08/2022
Nigel Smith 26/11/2021 – 31/08/2022
HilaryFellows 27/4/2022 – 31/08/2022
Sheila Graham 27/4/2022 – 31/08/2022
Barbara Hall 27/4/2022 – 31/08/2022
Sarah Keates 27/4/2022 – 31/08/2022
Anne Mealia 27/4/2022 – 31/08/2022

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

TAR

March 2012

1

Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
Names and addresses of advisers (Optional information)
Type of adviser
Name
Address

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

Section B Structure, governance and management

Description of the charity’s trusts

Hebden Bridge Local History Society (HBLHS) is governed by a Type of governing document constitution based on the Charity Commission’s association model (eg. trust deed, constitution) HBLHS is a charitable incorporated organisation (CIO) How the charity is constituted (eg. trust, association, company) Trustees are elected by the members of the CIO. One third retire by Trustee selection methods rotation each year. They may seek re-election. (eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

The charity works closely with Pennine Heritage Ltd (reg. charity, 509974), as part of the South Pennine Archives.The charity follows relevant policies of Pennine Heritage and Hebden Bridge Methodist Church for its activities at the archives and lecture hall respectively.

As a new charity, we are reviewing existing policies and procedures to ensure compliance with charity law and best practice. The following policies will be developed as a priority:

Risk management Financial controls and reserves Trustee expenses and conflicts of interest

The charity will use the risk management register to identify the need for further policies, as necessary.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The objects of the CIO are to advance the education of the public in the history, heritage and culture of Hebden Bridge, the Upper Calder Valley and surrounding areas.

TAR

March 2012

2

In planning activities for the year, the Society kept in mind the Charity Commission’s guidance on public benefit and fee charging. The membership fee was £15 per year.

The main activities undertaken for the public benefit were:

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

HBLHS is run entirely by volunteer trustees and members. The trustees were greatly helped during the year by:

You may choose to include further statements, where relevant, about:

TAR

March 2012

3

Section D Achievements and performance

Summary of the main achievements of the charity during the year

“Excellent talk. Very informative and very clearly presented.”

TAR

March 2012

4

Section E Financial review The Society has suffiiient reseNes to cover its cuffent commitments arKI is in the proctss of de%ing fom￿1 Reserves and Risk managen￿nt policies. Bri•f statsment of th• charftys pollcy on Detalh of any funds mat•rf•lly In deficlt Furth•r flnanclal r•vl* d•taH• {0Olonal Infom￿tIon) You may ctw•• lo Ind￿18 additional infam￿11¢n, wtwe relevant about: tho charity'8 prinapal sources of funds (indudi any fundrai8ino)', h¢yw expenditure has 8UPPOrted the key Ob￿￿v•S of the charity; inveBtment poli¢y and ObJ￿IlVe8 irKluding any ethlcal inve8tment policy adopted. Section F Other optional information Section G Declaration The trustses deGlare that they have approved tha trust8fr5' rnport al￿¥•. Slgn•d on b•h•lf of the Gharlty Slgnthrel81 Fun nam•(s) Po•ltk•n1•9 S•cr•tary, Chalr, Plurray s￿c￿Mbe Chair Rachel Smith Treasurer TAR Marth 2012

CHARITY COMMISSION FOR ENGiANO A140 WAIES H•bd•n Bridge Local Hlstory Soclety R￿•1pts and payrnonts aeeounts Forth& wlod 26111r2021 31108r2022 1196787 CC16a To fun fvndl to tt n•awt to th• Marn•t to rwr••t Total lunth L•st yoar Al R•¢•l rans m unin ass￿alK)n- Hebden 8n"dg• Local Histo Scoe Membornhi Oc￿atr.0ns S•le of PutrAicalions Querie8 21.114 21,•14 600 424 47 424 47 AR) •al•¥, C08t of lectures Administration Archive costs 23 .322 Co8t ol uUlcaUon8 .322 Sub (otsl Sub fo AS Tr•rnf•rn b•t%w•n funth A8 Cash funds l••t ymr •nd CCXX R1 trxAJrts (ss) 2Qffj4r20tJ

Section B StateinÈnt of a55ets and Iiahilities al thp end of Iho period nd• nd to nMr••t £ to n••r••t £ to nmmt £ 21,570 485 B1 C••h l￿d0 Bank actojnt Paypal aco)urt Cash account 11 TO￿ ¢•8h fimd& WKI pajirnnts ac￿nI(S)) OK OK OK fun fundj D•tsl B2 Oth•r momtsry ••••ts Cwr•nt valu• D•tl to Curr•nt lu• onal D•tsl lopllonil) ehrW* u to Am¢Jurbt Wh•n dwj ¢h Ilablllty lopONMII loptlon•l) D•t•l BS Uabllltl•• si]n￿ by on• or t￿) tnmlees behaff of al the trustees Slgnature Date ol roval CXX R2 8cgxurt# ISS)

CHARITY COMMISSION FOR AND WAIES Independent examinerfs report on the accounts Section A Independent Examiner 5 Report R•port.to th• truste m•mb•rn of Cnaiily Nanie Hebden Br*e Local Hlstory Society On accounts for th• ymr ended 3111 August 2022 Charlty no Irf any) 1196787 S•t out on p•go8 iiarrwnbef to Indud? Ihe page Trumbèis of addrtion81 sheets I report to the trustees on rny examination of the accounts of the above chanty {Ihe Trusf) for the year ended Rospon8lblllll•• •nd basls of r•port As the thanvs Intste88. you are r8sponsible for the preparation of the accounts in accordance with the reqUi￿rnents of the Charities Ad 2011 (Ihe A(#'). I report in respecl of my examination of the T￿t'S accounts carried out under section 145 of the 2011 Ad and in carying out my examination, I have followed all the applicable Directions given by the Charity Commi$8i under Section 145(5){b) of the Act. Independent •xamln•¢8 8tatemont to I have completed my examination. I confirm that no material matters have come to my attention in conrtttion wrth the examination {other than that disclosed below ') which gives me cause to believe that in, any mat8rial the accounting records ￿re not kept in accordance V•ryth section 130 of the Charities A¢t', the accounts did not accord with the accounting records; or the accounts not compty with applicable requirements concerning the form and content of accourrts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue arKI fairf whid) is not a matter considered as part of an ind8p8ndent examination. I have no concerns and have come across no other rnatter5 in connection wrth the examination to vthich attention shoukl be drawn in this report in order to enable a proper understanding of the accounts to be r8ached. . Pleas8 delete the ￿￿rdS in the brackets rfthey do not appty. Sign•d: 21. 10. 22 Name: Relevant professional qualffication{s) or body IER Oct 2018

(if any): Addro•s: Section B Disclosure Only comwe rf the examiner needs to highlight material matters of ¢on¢xrn (see CC32. Independent examination of charity accounts: directions and guidan￿ for examiners). Glvè horn brfef detalls of any Il•ms that the examiner wlshes to dl8cIo80. IER Oct 2018