## **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** |1
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20|**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**
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**Address**|**Names and addresses of advisers (Optional information)**
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**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) - (eg. trust, association, company) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; 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. - trustees’ consideration of major risks and the system and procedures to manage them. ## **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)** - A series of talks on a wide range of historical topics given by speakers with expert knowledge in the subject. Talks were open to members and non-members in a fully accessible town centre venue and advertised in advance. The talks were also recorded and made available to members after the event. A report of each talk was published in the local paper, in the Society newsletter and on our website. - The maintenance of the local history archive. This was open to members and visitors on 2 afternoons each week. Assistance with family history research was also offered each week. - Publications produced by the Society on topics relevant to the history of the local area were available in local outlets and via the Society’s website. Work continued on new titles. - An exhibition titled “Who Built Hebden Bridge” at the Town Hall in Hebden Bridge in March. This free exhibition was in the entrance hall and passed by everyone entering the Town Hall. ## **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: - Diana Monahan who has a wealth of knowledge on all matters relating to the history of the area and willingly shared it to answer queries from members and others from across the world. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. - David Cant who edited the newsletters and provided proof reading assistance for publications. - The Family History group for supporting enquiries and research. - Stella Richardson and Mike Crawford for editing the final volume of the probate transcription series. - The Folklore group (especially John Billingsley) for this aspect of the area’s cultural heritage - The Pre-history Group (especially David Shepherd) for advising members of new finds and events. - Locally based speakers who declined to accept expenses. - John Crampton for cataloguing assistance in the archive. - Mike Crawford and Diana Monahan for creating the “Who Built Hebden Bridge Exhibition”. **TAR** March **2012** 3 Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** - Membership numbers continued to be strong at 222 members. - Talks resumed in the Methodist Church. With support from the Society, the Church installed a new audio recording system which enabled the Society to record the talks. With consent from the speakers the recordings were made available to members to view at home. This meant that members who don’t live locally or can’t get out on a Wednesday evening were able to access the talks. An average of 90 people accessed talks in person or online. The response from members was very positive – _“Excellent talk. Very informative and very clearly presented.”_ - _“Another fascinating talk. Thanks so much for putting these online!”_ - The Society received a number of donations of items for the Archive during the year including Wild Rose Arts documentary archive, Hebden Bridge Literary & Scientific Society collections, a collection of almanacs and books including two weaving books from the 1830s, Todmorden & Hebden Bridge Master Printers Association minute book 1919-1942 and documents relating to John Bentley & Sons printers, Todmorden. Preservation and cataloguing of these and other donations continued with help from volunteers. - The Society published Midgley and Warley Probate Records 1688-1700 completing the series of probate volumes for this period for the Upper Calder Valley. Enclosing the Moors by Sheila Graham, first published in 2014, was reprinted. - The exhibition “Who Built Hebden Bridge” was very well attended with positive feedback. **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•t*l 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