THE BEATRIX POTTER
SOCIETY
CHARrrY REGISTRATION NUMBER: CIO 1175188
ANNUAL REPORT AND
FINANCIAL sfATEMENTS
FOR THE YEAR ENDED
31 DECEMBER 2023

THE BEATRIX P0￿ER
IETY
CONTENTS:
Reference and administrative details
Ito2
Trustees, report
3to14
Indcpcndent examincr's report
15
ststement of financial activities
16
Balance sheet
17
Notes to the fll)ancial statements
18-37
Objects own¢d
38-40

E BEATRIX POTTER S
CIETY
ANNUAL REPORT AND FINANC
STATEMENTS
R THE FINAN
IAL YEAR ENDED 31ST
EMBER 2023
REFERENCE AND ADMINISTRATIVE DETAILS
Patron
Dame Patricia Routledge DBE
Presldent
Brian A Alderson
Honorary Vl¢¢ Presldent
Judy Taylor Hough MBE
Trustees
Liz Adams {3121)
Angela Bettink (3118)
Liz Hunter MacFarlane (3122)
Karen Mcllwraith (3122)
Lindsay Moen (3121)
Janet Sullivan (3118)
Andrew Wiltshirc (3118)
Coknopted commlttee
memben
Kathy Cole
Helen Duder
Helen Sirett
Ex-offlclo eommlttee
members
Annemarie Bilclough (V&A)
Alice Sage (National Trust) until 10112123

THE BEA
CIETY
ANNUAL REPORT AN
FIN
TATEMENTS
ED
1ST DECEMBER 2
REFERENCE AND ADMINISTRATIVE DETAILS
Charlty's regtstered orfiee
Jackson & Graham
Lake Road
Bownes8-on-WindemJere
Cumbria LA23 2JJ
Ch4rlty Reglstratlon Number
CIO 1175188
Independ¢nt examlner
drew Lishman F.M.A.A.T.
Jackson & Graham
Lake Road
Bownesswon-windennere
Cumbria LA23 2JJ
Bankerl
HSBC. 99 High Stree¢ Chelmsfort Essex, CMI IEQ

THE BEA
ER SOCIETY
TRUSTEE
REPORT
R THE YEAR ENDED 31Yf DECEMBER 20
TRUSTEES REPORT
I) SUMMARY
1.1 Siotement
The mission of The Beatrix Potter Society is to promot¢ the study of the life and works of Beatrix Potter-
as author, illustrator, farn￿r, and preservationist - both to its Members and to the public.
Its Trustees, as named on page I herein, present their annual report tO8¢ther with the fll)ancial statements
of the charity for the year ended 31 December 2023. These have been prepared in accordance with the
accounting policies set out on pa8e17 and comply with the charity's trust deed and applicable law.
The Trustees confimi that they have also compli¢d with the requirements of section 17 of the UK Charities
Act 2011 to have due regard to the public benefit guidance publi8h¢d by the Charity Commission for
England and Wales.
1.2 FlnAnelal ￿ttIon
Durin8 2023 the Society held a mixture of in-person and online events for Members. Monthly Committee
meetings were held primarily online. This mix of in-person and Zoom meetings enAbled the Society to
reduce related costs whilst al60 engaging with Members worldwide.
The Society received very generous donations from The Linder Foundation and several Sooiety Members
during 2023. This ensured that all administrative and rnnnin8 costs were covered and enabled the Society
to continue work on the website and video digitalisation projects. This much appreciated supporL iogether
with membership renewals, registration4 Merchandise sales and the TNst¢¢s' work bas left the Society in
a good financial position.
We are therefore pleased lo report that at the end of the financial year, the balance sheet Ipage 16) shows
that we hold Total Funds of £312,523. Of this sum £178,158 is the value of the Objects we own. £8,294 is
th¢ value of the website development. £1,000 is the shares in The House of the Tailor of Gloucester,
£14.832 is the Year*￿d value of our publications and merchandise.
With a small amount for debtors £165, we hold cash of £120,786. From that balance we hold £15,544 as
Designated Conference Funds and £3 as Restricted Funds, including the Jane Morsc Memorial Fund, and
£7,068 which is held for future amortisation costs attributed to the new website. theffby leaving a balance
of £63,998 as 'cash-in-hand'.
Our Total Funds amount shows a groth of £11,805 in 2023.

THE BEATRIX POTTER SOCIETY
TRUSTEES REPORT
FOR THE YEAR ENDED 31ST DECEMBER 2023
2) GOVERNANCE
2.1 Natsre of governlng do¢ument
The Society was founded in 1980 as uninco4)orated association No. 281198 and became dually registered
as Charitable Incorporated Or8anisation (CIO) No. 1175188 on 17 October 2017. On l January 2019 the
two combined and have since operated solely as CIO No. 1175188. These accounts show th¢ combined
position.
22 Our Governance
The Society is governed by its constitution and as Stated therein:
acts as a fonun for those who have a mutual interest in the life and works of Beatrix Potter;
promotes the study and appreciation of her life and works. and
• upILolds the integrity of her inimitable and unique worL her aims and bequests.
2.3 Our Aims and Objecdves
tn order to aclll'eve its mission, the Society:
holds Member and guest meetings and conferences, both in the UK and overse&8'
sponsors readings of Beatrix Potter's works in libraries and schools.
SUPPOtts talks to introdu¢e the life of Beatrix Potter to groups of all ages:
amges visits to places of interest connected with her life and works.
sponsors special charitable projects relating to her life and works.
produces or assists in the production of publications promoting these ainLS and objects" and
purchases original Beatrix Potter m&terial to preserv¢ it for all to enjoy.
3) PUBLIC BENEFIT
The TnLStees confirn) that they have complied with the requirements of section 17 of the Charities Act 2011
to have due regard to the public benefit guidance published by the ch￿ilY Commission for England aDd
Wales.
To achieve tts missioo The Beatsix Potter Society D￿Rge$ and promotes a variety of public Programmes
and activities which are for public benefit.

ER SOCIETY
TRUSTEES REPOR
ENDED 31sf DECEMBER 2023
Below are described two specific projects which wtte both s¢8rted iti the early 2000s. Both are strictly
volunteer participation, and free to any group or venue interested in hosting. There are coordinators in the
UK and US. and the Society encourages anyone who would like to know more aix)ut either programme to
contact it for inforniation and materials supplied by the Society. It is also available to offer support and
help.
As the Society ts a charity, volunteers are not funthd and presentstions are intended to ￿lfil its charitable
aims- see below for details. Any talk for which a fee is paid is not an RBP or IBP presentation, but
honorariums, as a donation to the Society. are sometimes received for these.
3.1 Readlng Be*trlx Potter project (RBP)
Volunteer Mcmbcr3 of the So¢i¢ty introduce B¢8trix Potterfs life and works to children in schools,
libraries and other places (for example at book fairs), focusin8 particularly on aS￿ts that broaden
the experience of ¢hildreD in the fields of literacy. literatu￿ lu'story, the arts, science and
conservation work.
3.2 Introdu¢lng Beatrlx Potter projeet IIBP)
Volunteer Members of the Society talk about Beatrix Potterf$ lif¢ to adult grcxp in all kind8 of sityations
- from Women's Institute groups to U3A classes and at ¢v¢nts and exhibitions.
3.3 Aequljltlon of orl8lnal Potter rnaterlal
The Swi¢ty strives to purchase original Potter mateTiai- letters. artworK and objects that relate to
Beatrix Potter's life- whenever desirable and possible. This is in order that they may be viewed by
the public and used by researchers. M05t of the items ovmed by the Society are placed on long-terni
loan at the National Trust's properties ID the Lake DistricL at the Victoria and Albert Museum in
London and ai the Annitt Museum in Ambl¢side. The Society also aims to share these items by
publishing books or articles about them in its Journal and Newsletter (J&N), and by producin8
greetings cards for sale that depict those itcms. The Society abo pubb'shes and publicises other works
that promote the study of Beatrix's life and works.
Any member of th¢ public may request to see these special items an(L from time to time, they are
displayed at exhibitions for people of all ages to see and enjoy.
In 2023, the movement of the following Society items 0￿￿red.
The Collector's Cabinet that had been at the V&A for display in the exhibition 'Drawn to Nature.
was retumed to the National Tn￿t and Ilas been on display at Hill Top.

THE BEATRIX POTfER SOCIETY
TRUSTEES REPORT
FOR THE YEAR ENDED 31- DEC￿l￿BER 2023
Four items have be¢n travelling around the US in the 'Drawn to Nature, ¢xl)ibition tour at The Frist
Art Museum in Nashville and The High Museum of Art in Atlanta. These items are as follows:
o the Walking Stick that belonged to Beatrix Potter
o an Original Artwork - a Watercolour of Sheep, painted when Beatrix Potter was aged ten
Beatrix Potter's last letter to Joe Moscrop
Beatrix Potter's letter to Katherine Bmoke, dated J November 1943
There have been no disposals in 2023.
3.4 Publlcatlon of books and artleles
The Society has a long tradition of publishing books about the life and work of Beatrix Potter, as well as
Beatrix-Potter-themed greeting cards, whicb it sells su¢¢essfully from its website and at events. It also
routinely infornis Members and the public about new editions of Beatrix Potter's books. as well as new
books aud aTticles about her and her life.
The Society's prInt-b￿djOurnal andNewsletter (J&N) is produced three times annually under the
editorship of Libby Joy and Janet Sullivan. We are pleased that due to the dedication of our editorial
team, the Society was able to contlnue to provide these publications during 2023.
In 2023, The Society shared its last online newsletter, 'Pottering About,, which was edited by
Catherine Minard. While il was distributed to over 3,000 people Worldwide several time5 a year, the
Soci¢ty elected to focus volunteer outreach effo￿ on its website and social media endeavours,
which share content that was provided in 'Pottcring About,.
Sales of the Society's cards, merchandise and publications have continued to be an important sOu￿e
of income both from the Societys w¢bsite thopping pages and at in-person meetings. In 2023,
Members have benefited from a discount (150/0) on the cost of the items they Purchased. So, too, did
the National Trust's Hill Top shop, which bought new supplies of greetings cards in August.
As before, Angela BettinK the S￿le￿s Website Manag¢r, ¢ontinued to maintsin the shopping
pages and th¢n, during the autumn, introduced an automatic stock reduction process. Thi5 benefit h&q
reduced sales administration and enabled the Society to monitor its stocks more closely.
We take this opportunity to thaTJk all our Customers for the orders placed during the
year. Additionally. we once again value everyone's forbearance in coping with Royal Mail delivery
delays. We have also had to accept two increases in postage prices during the year. However, 10
compensate. we provided hand-delivery of pre-orders at the September meeting in Windemiere, and
at the meet-up at the Frist Museum. We will att¢mpÉ to do this wherever possible in future.
The Society is also very appreciative of the staff at TfL. the fulfilment centre in Essex that it uses.
TfL continues to ensure the professionaI dispatch of the ord¢ts the Society receives.

THE BEATRIX POTTER SOCIETY
'I'RUS'fEES RLPORT
FOR THE YEAR ENDED 31 ' DECEMBER 2023
3.5 Operalion of a M'ebsite and social media feeds
I"hL SociL%(y'% websilL dnd SOLial media aLcountS 511pply mor¢ cxample.% of liow we slrivc lo infurm thc
publiL abolit the lif¢ Ilnd work5 Ot" Beatrix Pott¢r. In 2022, due 10 41 gLncroiis grani award¢d to Ili¢ Society
by The Liiider FouiJd£11ion, the Society was able lo work willi a website design vendor lo creale a new
wcl)site. SinLL tl)c launuh of our rLdesibyiied websile, WL have had a full year lo see Ilie results.
In 2023 wc. liad 55,0011 us¢r% with ovcr132.000 vicws. Thc ' Homc., 'Shop' and 'Places lo visit. pab?es
wcrc used iiiosl frequcnily.
W¥ post on social IiiLdia nep4rly every day, whiLli has yielded Ihe fulluwinby reSLIIt5'.
X IFoniii£ Ily known Ils Twiltcr)- ovcr 5,33() lollowers. lor an increase 01. 8116 over 2022 {4.20 /0)
111sta&Tf¢lll1.' 22,33R tollowLr%16,784 InorL' Ilian in 2022; I44/0)
Scc Illl s'l,'N¥,w￿'.lllsl￿
I'dl)l.LoiiJlIliLbidll'iX
uIILI-
eLbouk.' w¢ liiid 21,021 tollowLrs in 2021. LomparLd lo l 0,130 in 2022. Wc hfiVL doublcd our
follower% on Facebook by 107.5 /D. Sce hti s.'Ilwww.laLebook.Loni/beairix
tter50
Iicehi)ok Mcmbcrs-only lour privalL pag?c).' 79 McinbLrs
New iii 2023.. YouTiibe Lh&iiiiiel lo %hare oiir vide05.' 66 subscribcrs. See
Maiiy thai)k% to Members who have sent UsefLII iiifomi<ltion lo share on social media and the websilc as
WLII t() Socicty SL'¢rLtary, Lindsay MoLn, for hLlp in po%tin&T on .%ocial In¢dici. Our Inost popiiliir.%oLial
i)Icdia posl was a Cl)rislmas lin21 gc on Insldgrain. li reacl)ed over 240,000 people and crealed many new
f()Ilowers, (11)d SOiiiL bLLdlliL Mcnibcrsl Social Incdia11&1% bLLoine il greilt Wily for McnibLrs to n)eel oiliers
,Ind makL ncw friiiid% who dru Bcalrix l)ottcr cniliusiasls.
Qi'er 200 qiicslions iiboul Beiltrix Potter or the Society were sent by the public via our website or social
iii¥dia, and were answLrLd by a tLam of Socicty i'olunteers.
4) STRUCTURE AND MANAGEMENT
4.1 The recruitment and appointment of the Commiltee
The election of Trlislees is govemed by the conslitulion of ihe Socicly. Eight Trustees are elected froni the
membership aiid form the core of the Comniitlee running the SociLly. with rigyhts lo volc. TruslLcs are
clccted clt AQIMS. cacti for a first period ol- Ihrcc ycars with Ihc possibility of a sccond tl)rcc-yLar tLrm.

TRUSTELS REPORT
FOR THE YEAR
isf DECEMBER 2023
Per our byelaws, the Conwnittee may cw on an annual basis, up to four Members of the Society as
they deem necessary to maintain opeTalions" such CO￿ted Members do not have the right to vote on
Committee de¢isions.
The Committee annually invites representstiv4s of l￿dieS that have important connections witb the life
and works of Beatrix Potter to serve as ex-officio membus of the Committee, also without voting rights.
During 2023 these included the National Twst in the Lake District 2nd the V&A Museum in London.
Non-voting overseas Liaison Officers are appointed by tbe Committee in Nortb Americ4 Australia and
Japatl They conduct outreach to welcome new Members and plan regional events.
4.2 U$¢ of volunteers
The eight Truste￿ together with those who are COwOPte4 are unpaid volunteers. each with a particular
area of responsibility. We are extremely grateful for their goodwill. &8 well as that of several other
Member5 who undertake vaTiOUS tssks for the Society, including those who serve as Overseas Liaison
Officer4 publication Editors and ReathnWJntrthing Beatrix Potter Organisct&
4J Committee meetiDgs 2nd Admin￿tra(lOn
As a result of having to meet virnwlly in 2020 due to the Covid-19 pandemi¢. and as became the common
practi¢¢ in 2021, the TnLStees did not gather in-pernon for the majority of Committee meetings in 2023.
but rdther worked vittually via en￿11 and ZLy)m to Iwidle administrdtive rnatters and provide leadership
to the Society. For the second year in a row. to better accommodate the variety of time ZODes and
employment schedules of Committee volunteeT& the Committee opted to meet monthly on a set schedule.
as approved in November 2022. Society Committre meetings io 2023 occurred in the third week of the
month, alternating every other Friday and sath￿day. There were two in-person Committee meetings in
2023. one in March in conjunction with the AGM. and one in September in conjunction with the Autumn
Meeting.
Committee members and other5 deal continually vlith queries from the media and public, and, as
possible, pmvide replies and ￿lstance.
An independent qualified bookkeeper. Emma Benso]L cotitinued as our Financial Adminxstrator and
worked sucC￿sfUllY with Karen Mcllwraith. the Trelwrer. to ensure the smooth nmning of the Society's
fmances. tn his Tole as the Sales Manager, Andrew Wiltshire also continued to WO￿ with the independent
dispatch company. Task Fulfi]ment Limited (TFL) of Brightlingsc4 EsseL to ov¢r8ee the professional
storage and posting of the Society's merdwthse to Members and the public.

TRUSTEES REPORT
EMBER 2•23
4.4 Meetlngs open to Members and the publi¢
During 2023. the Society conducted four mectingslcvcnts. both in-person and via Zoom, that reached
approximately 300 Members and guests.
A Spring Weekend was conducted in Manchester on 25-26 March. It began with a walking tour led by
David Pepper, featurin8 his research on Potler-rclatrd places ID Manchestcr from the 18(M)s. Hc gave
each partiCiP8nt a packet of infomation that has since been placed on the Members Only section of the
Society's website. The w￿k was followed by the AGM and Linder Lecture. offered for the first time via
both Zoom and in-pet50n, thereby allowing Members from afar to participate. The in-person group mei
at Cross Street Chapel. where Potter family friend William Gaskell had been a Unitsrian minister. He
attended to church affairs md promoted education and other social refornis for mill workers, while his
wife, Elizab¢th, wrote ground-breaking novels that bigblighted the pov¢rty and suffering of the working
poor. After the AGM. Dr Matthew Kelly, Professor of Modern History at Northumbria Unive15ity.
presented the Linder L¢¢ture. He focused on his new booK The Iyomen Fyho Saved the English
Countryside, which highlights Beatrix Potter as one of four key land preser¥ationists. The following day,
about a dozen Members took a tour of Gaskell House, the home of William and Elizabeth Gaskell, where
Member Judith Gore treated them to an arrny of piano lunes from Potter-related films and the
ballet. Afterwards, Members ¢njoy¢d th¢ café and bookshop.
On 28 July the Society facilitat¢d a ZA)om meeting in ¢ollaboration with The Linnean s￿)ety. where
Bcatrix's paper about her scientific studies on thc gennination of sp)res was read in 1897. Dr Fred
Rthoades, a retired rnycolo8isV]i¢henologist from Western Wthin8ton University. presented
'Celebratin8 Beatrix's Interest in Mycology and Lichenolo8y on her Birthday.. a comprehensive
overview of ber my¢olo8y Studie4 botanical drawings and related research. Afterwards, Member Marta
McDow¢ll interrfiewed him a￿j facilitated a Q&A session.
The Autumn Mttting in the Lake District was behl on 22-25 Sepiember. The event opened with a 'Meet
& Greet, reception at Utopia Café, located near th¢ main venu¢, the Matchcsi Centre in
Winderniere. Saturday included two talks. one from DT Rosalind Rawnsley, great-gTanddaughter of
Canon Hardwicke Ra￿)sleY, who spoke about Rawnsley and Potter- 'A Nation's Heritage. _ and her
recently-published biography, Hardwicke Drummond K7wnsley. In the afternoon, Amy Bateman spoke
about 'Behind the Scenes, when preparin8 her award-winning bool Foty Farn￿. Time was also spent
videoing mini-presentations by twelve Members about various aspects of Beatrix Potter's art, as part of
The Linder FoundatioD/wcb3ite projecL There was then a private tour of Hill Top, and dinner at Lindeth
Howe. Sunday was a day of field trips - to Yew Tree Farni for the 'Herdwick Experience to Wray
Castle for an exhibition of Rupert Potter's photogrdpILS' and to the ATmitt Museum and Library to see
Beatrix's original fungi paintings. On Monday, eighteen Members gathered at Town Head Fann in
Gr&smere, where Emma B¢n50n taught th¢m knw to make needle-felted Herdwick 'baubles' using wool
from her family's sheep.

THE BEATRIX POTTER SOCIETY
TRUSTEES REPORT
R THE YEAR ENDED
EMBER 2023
Finally. the Society plann￿ and facilitated its annual Holiday Quiz Member Show & Tell on 2 and 9
December, attended by Members from eight countTies. Emma Drag, a newly Co-opted Committee
member, developed a fun and challenging new quiz for us, and Members Beverley Speck, Linda
Zimmer. Yoshi¢ Takabashi, Lyi￿¢ Moriarty, Barbara Heike, Suzanne Paluszek, ADney Harris and
Lindsay Moen shared their favourite items from their personal collections featuring characters from the
little books. Janet Edwards and Catherine Minard won the quiz on consecutive weekends, and the prizes
were copies of Claire Garland's new booL Knitting Peter Rabbit. donated by its publisher. (As a finale,
Susan And￿on and Anney Harris showed everyone the Herdwick 'baubles' that they made at the felting
Class during the Autumn Meeting in the Lakes.)
45 Membershlp
On 31 December 2023, there were 544 active memberships in the Society, the same as at the end of
2022. A County-specific breakdown follows..
UK- 224. USA- 246, Japan- 14, Canada- 18, Australia- 13, The Netherlands- 9, France- 5 and
between l and 3 each from Belan￿ Croati4 Gernwiy, Ireland. Italy, Jersey, Guemsey. New Zealand.
Norway, Spain and Taiwan.
Membership categories are 468 individual membership, 61 joint and 15 institutional. During 2023, 149
new people joined the Society, 26 people have had Membership since 2020, 32 people have had
membership since 2021, 73 have had membersbip sin¢¢ 2022 and 264 people have been Members since
before 2020.
The age breakdown of membership is 9 (18-25 years). 21 (26-35 Y￿S). 54 (36-50 years). 170 (51-65
years}. 250 (over 65 years). 40 preferred not to say. In 2022 the age breakdown was 4 (18-25 years); 16
(26-35 years). 54 (36-50 years); 155 (51-65 years). 270 (over 65 years). 45 prefeTTed not to say.
In response to the question about how people first heard about the Society the results were: 94- Beatrix
Potter Society website. 37- publication. 86- recommended by a friend. 35- search engine e.g. google:
68- social media; 206- other, 18- did not answer the question.
-iO-

THE BEATRIX P
TfER
OC￿Ty
TRUSTEFS REPORT
FOR THE YEAR ENDED 31
ECEMBER 20Z3
4.6 Dats protection
Throughout its activities during the year the Society ljas ¢ontAnued to follow the requirements of the
General Data ProtectioD Regulation (GDPR) aad the Commit*e has the proper processes in place to
safeguard the personal data of Membets and individuals from the publi¢ who use our website and S￿la]
media sites. The Society carefully manages the privacy of member data to:
enhance personal privacy for Member an)lications. and allow event attendance and purchases.
otTer more transparency as to why, and how, we use pwsonal data ab)ut Members and visitors to the
Society's website (tbis inforn)ation is available through the link- Data Privacy Policy- in the footer
of the Soci¢ty's website):
bave defined processes in place for pr￿ti￿ and Stori￿ petsonal information dat4.
ensure that all Committee membeTS (ond ¢eTtsin othets) are aware of the GDPR regulation and...
. understand that financial ￿ltieS can be imposed on the Society, for breaches e.g., loss of
personal data to an unauthorised thir&paty.
5) PERFORMANCE
S. Merchandise and Publi￿tionS Sales
The Society's website shop continued trj be an imprtsnt source of income through the sale of
publications, greeting cards, and other merchandise, such as the ever-popularJournal andNewsletter
(J&N) storage binder5 and a&sociated back-copy issues. Our new website brought more website traffic
and increased sales.
The hard work of Angela BettinK the Society's Website Manager, and her maintenance of the shopping
pages is very much appffciated. So, too. the help of David Flanagan. our IT adviser, wlio takes care of
the Internet order and payment systenL
Valuable income was also raised via volunteer-run bring-and-buy sales (from both in-person stalls and
digital sales). and- in September- via the new iDitiative of an online Silent Auction. The Society is
grateful to the Membets WIK) orgawsed these events, aDd to those who th)nated itcms to make them
possible.

BEATRIX POTTER SOCIETY
TRUSTEES REPORT
FOR THE YEAR ENDED 31ST DECEMBER 2023
6) PLANS FOR FUTURE PERIODS
In 2024, the Society plans to focus on the continued education of the public, including young people,
about Beatrix Potter and ber life and accomplisliments. In the last year, this has been made especially
possible through new developments using Linder Foundation funds that were received in 2023. The 8f4nt
funds allowed the Society to create a film about Beatrix Potter and a variety of videos featuring Society
Members, in which tbe art alld life of Beatrix Potter was discussed and celebrated. These videos, which
will slowly be released in early 2024. will help inforni and edu¢ate the public about Beatrix Potter and
her artistic accomplishments. With the aid of these videos. together with the new website which was
laun¢hed in 2022 (also funded by The Linder Foundation), the Society plans to fither develop its online
presence by using new educational tools. such as podcasts, YouTube videos, and relevant forn￿ of social
media. The J&Nwill continue to infonn about Beatrix Potter and to seek new Members,
The Society also hopes to increase its offerings of both Zoom and in-p¢rson tneetings, to promote its
Introdu¢ing Beatrix Potter and Reading Beatrix Potter events, and to trial a new method of incr￿81n8
membership by offering meetings and events to non-members for a nominal 'try us. fee. The aim is both
to expand the audience and numbers reached by the Society, and to raise fimd8. Otber new initiatives, and
efforts to recruit new Members for both TTUgtee and C￿pted roles will also ensure the continued success
of the Society.
7) FINAIYCIAL REVIEW
7.1 Pollcy on reserves
The conunittee has examined the Society's requirements for reserves in the light of the main risks to the
Charity. It has established that reserves are required to meet the working capital need of the Society in
order to enable it to continue its current activities in the event of a drop in funding* to provide re50urccs
to purchase items at auction (or otherwise for sale) to augment the collections of Beatrix Potter original
material held in the UK to finance the Society's two special projects (RBP and V3P). to allow it to
sponsor schol￿3 to attend conferences, and to enable grants to be made to other bodies with similar
interests.
The committee has assessed the level of unrestricted funds Dot conllnitted or invested in objects,
programme-related investments or tangible fixed assets required to be retained as a reseryc as between
three- and six-months. expenditure. The present level of available fvnds is £269,832, which is sufficient
to satisfy the assessed reserves requirement.
7.2 Investment polley and objeelives
The Restricted Objects Fund amounts to £3.400 at year end 2023. It is kept for the specific purpose of
acquisition of Beatrix Potter memorabilia and original mafrrial. The committee reviewed their poli¢y for
investing funds and found that the facilities of HSBC supplied better attangements than CAF Bank.
Thus, the Society's accounts were combined into two holdings at HSBC, a Community Bank accowit,
and a IBusines$ Money Manager account. The only other investment is the programme related
investment of shares in The House of the Tailor of Glourester.
-12-

THE BEATRIX P
TY
TRUSTEES REPORT
FOR THE YEAR ENDED 31- DECEMBER 2023
7.3 Rtsk revlew
The committee has conducted its review of the major risks to whicb the charity is exposed. and
systems have been set up to mitigate those risks. Internal tisks are minimised by the implementstion of
procedures for authorisation of all fmancial transactions and projects. The procedures are periodically
r¢view¢d to ¢nsur¢ that th¢y still m¢¢t th¢ nee(ts of th¢ Charity.
8) Finan¢ial Instruments
&1 ObJe¢llves and policies
The clwity's activities expose it to a number of fllwicial risks including crediL cash flow. and liquidity.
The use of financial derivatives is governed by policies approved by the trnstees, which provide written
principles on the use of financial derivatives to manage these risks. The ch￿lty does not use derivative
fllwicial instruments for sprfuiative purposes.
&2 Cash flow risk
The charity's activities expose it primarily to the financial risks of changes An foreign currency exchange
rdtes and interest rates. Interest bearin8 assets and liabilities are held at a fixed rdte to ensure certainty of
cash flows.
8J Credlt rlsk
Th¢ charity's principal financial assets are bank balances and c&sh, other receivables and investm¢nts.
The t￿Stee$ have Considered the risks that affect the day-to4ay operntions and have adopted procedures
that are appropriate to the size of the charity.
8.4 Llquldlty rtsk
tn order to maintain liquidity to ensure that sutricient funds are available for ongoing operations and
future developments, the cbarity uses a mixth of long-tem) and short-temi debt fllwice. Further details
about liquidity risk can be found in the Statement of accounting policies in the financial statements.
-13-

EYEA
DED31sf D
EMBER 20
STATEMENfoFTRUSTEEW R￿PoNsIBILm&s
with appliubl¢14W 8ryIUnil¢d Kingthm Attountiog Styndorth iDdth&FUw￿11[ Ryrting Standard
GeJKrnlly Awed A¢Munting Pra¢¢1￿￿
fOr￿h financigl yUrwbi¢hWeatn￿ and fairvi¢w ofthe ststsof affAifS ofth¢ thity attdof the
¢ rfquird to:
slateM￿ts cwlywith the aMri¢ic%Act 2011.the Clwiii¢s{A¢c•unts and Rem)
The trystecs are Tup)￿Ne fwthe rniinknarn% •nd intwty of the dwity iffjfommtion
-1

THE BEATRIX POTTER SOCIETY
REPORT OF THE INDEPEIYDENT EXAMINER
INDEI PENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE BEATRIX POTTER
SOCIETY
I report to the charity trusle¢s on my examination of the accounts of the charity for the year ended 31,
De¢¢mber 2023 which are set oul on pages 15 to 36.
Respective responsibilities of trustees and examiner
As the charity"'s trustees of 'l"he Beatrix l)otter Society, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011 ("the Act ).
I report in respe¢l of my examination of The Beatrix Potter Society's accounts carried out under section
145 of the 201 l 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.
Independcnt examiner's statement
I have Lompleted my examination. I can confinn that no material matters have come lo my attention in
connection with the examinalion givingy me oause to belteve that in my material respect..
accounting records were not kept in respect of The Beatrix Potter Society as required by seclion
130 of ihe Act- or
2. the accounls do not accord with those records- or
3. the accoun15 do not comply with the accounting requirements concerning th¢ fonn and content of
accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any
requirement that ihe a¢counts give a 'true and fair view, which is not a malter considered as part
of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which
attention should be drawn in Ihis report in order to enable a proper understanding of the accounts lo be
reached.
A E LISHMAN.
Fellow Member of the Association of Accounting Te¢hni¢ians
Jackson & Grdham, Lynn Gartli, Gillittggate, Kendal, Cutnbri4 LA9 4JB
15-

BEATRIX POTTER
CIETY
STATEMENT OF FINANCIAL ACTIVITIES
THE FINANCIAL YEAR ENDED 31sf DECEMBER 2023
Combined
totsl
2022
Total
2023
Unrestrl¢ted RestrActed
Note
Income from:
Donations and Le8acies
Charitable activities
Other trading activities
Investment Income
29,797
11,033
40,830
36,651
15,846
15,846
10,719
TOTAL INcOl￿TE
730
Expendltmre on:
Raising funds
Charitable activities
Total expendltsre
(2,180)
(2,180)
4,911
33 334)
42
18
Net Income
Other recognlsed 8alnslOos$es)
Gains on r¢v8luation of f￿ed assets
Net movement in funds
15
R¢¢onelllatlon of fundj
Total funds brought forward
Total funds carried forward
18
-i&

THE BEATRIX POThER SOCtE
BALANCE SHEET AS AT 31ST DE
2023
Combined
total
2022
Note
2023
Flxed assets
Intangible wets
Tangible assets
tnvesknents
13
13
14
8.294
178,158
9,331
172,358
18
452
Current assets
Stocks
Debtors
Cash at Bank and ID hand
15
16
14,832
165
120 786
135 783
15.795
1.506
103 287
120 588
Creditors: Amount$ falllng due wlthln one year
17
io
12
Net current a&8ets
118029
Net assets
312523
300718
Funds of the charity:
Restricted
42,691
34,176
Unrestrkcted Intome fvnds
Unrestricted
83
266
42
Total funds
18
312523
-17-

TIIE BEATRIX P(yfTER SOCIETY
IYOTES TO THE ACCO
FOR THE YEAR ENDED 31ST DECEMBER 2023
I) ACCOUNTING POLICIES
ststement of compliance
The fmancial statements have been prepared in accordance with Accounting and ReFM)rting by
Charities: Statement of Recommended Practice applicable to charities Preparing their accounts in
accordance with the Financial Reporting Starthd applicable in the UK and Republic of treland (FRS
102) (effective I" January 2019)- {Charities SCRP (FRS102), the Fijwicial Reporting Standard
applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.
Basls of preparAtk•n
The Beatrix Potter Society meets the definition of a public benefit entity under FRS 102. Assets and
liabilities are initially recognised at historical cost or tt8nsaction value ￿￿esS otherwise ststed in the
relevant accounting poii¢y notes.
The financial ststements are Prepared in sterlin& which is the functional currency of the clltity.
Monetary amounts in these rUw￿la1 statements are rounded to the nearest £.
Coing ¢on¢ern
The trustees consider that there are no material uoc¢rtsinties aiK)Ut th¢ ¢]]arity'S ability to continue as
a going conce
Jndg¢ments and key sources of estimalioD uncertaiDty
The preparation of the financial statements requires management to make judgements, e5titnates and
assurnptions that affect the amounts reported. These estitnates and judgements are continually
reviewed and are based on experience and other factors. including expectations of future events that
are believed to bc reasonable under the circums￿. Adual results may diffff from these
¢stin￿les.
Income
Voluntary income iDcluding donations. wfts. l¢gxies, and grants that provide core fimding or are of
a general nature is recognised when the charity h&8 entitlement to th¢ income, it is probable that the
inconLe will be receive4 and the amount can be rne￿red with sufficient reliability.
Donations and legxcles
Donations and legacies are recognised on a receivable basis when receipt is probable, and the amount
an be reliably M￿sU[c(L Menjbetship subs￿lpti0llS are recognised in the period to which they
late.
-18-

THE BEATRIX
TfER SOCIETY
NOTES TO T
OUNTS
R THE YEAR ENDED 31ST DECEMBER 2023
Deferred Income
Deferred income represents amounts received for fijture periods and is released to incoming
resources in the period for which it been received. Such income is only deferred when:
The donor specifies that the grant or donation must only be used in future accounting p¢riods, or
The donor has imposed conditions which must be met before the charity has unconditional
entitlemenL
Other trnding activities
Publication tncome and bring and buy income is recognised when receipt is probable, and its amount
can be measured reliably.
Investment Income
Interest Income is reco8nised in the year in which it is received.
Charitable aetivitie5
Income from promotion and events undertaken by the society tn delivery of their objects. is classified
as Unrestrict￿ fuuds as there is not a requirement for the In¢ome to be spent on a particular purpose
or returned if unspenL if this were the case it may be regarded as restricted.
Expenditure
All expenditure is recognised once there is a legal or constructive obligation to that expenditure. it is
probable settlement is required and the amount Can be measured reliably. All costs are allocated to
the applicable expenditure heading those aggregate similar ¢osts to that category. Where costs
cannot be directly attributed to partiwlar headings, they have been allocated on a basis consistent
with the use of resources.
Raising funds
These are costs incurred in trading activities that raise funds.
Charitable activitles
Charitable expenditure ¢ompTises those costs incurred by the charity in the delivery of its activities
and services for its beneficiaties. It includes both costs that can be allocated directly to sucb
aotivities and those costs of an indirect nature necessary to support them.
Support ¢osts
Support costs have been allo¢ated to activity cost ￿tegories on a basis ¢onsistent with the use of
resources.
-19-

TY
NOTES TO THE A
uNrs
FOR THE
ED 31sf DECEMBER 2023
Governance costs
These include the costs attributhble to the charity's complian¢¢ with constitutional and staiutory
requirements, including indqjendcnt exarniner's fees.
Taxation
The charity is considered to pa&8 the tests sei out in Paryph I Schedule 6 of the Finance Act 2010
and therefore it meets the definition of a Charitable compaDy for UK corporatioo tax purposes.
Accordingly, the charity is potentially exempi from taxation in respect of income or capitsl gains
rcceived within categorics covered by Chapter 3 Part I l of the Corpx)ration Tax Act 2010 or Section
256 of the Taxation of Chargeable Gains Act 1992, to the extent that 8uch iDcorne or gains are
applied exclusively to charitable purpos￿.
-20-

THE BEATRIX porrER SOCIETY
NOTES TO THE ACCO
¢ontlnued
ENDED 31ST DECEMBER 2023
Tanglble assets- Objeets owned
Objects owned by the Society are stated at valuation. Valuation Tcprescnts the Comtnittee's asse55ment
or the open matkct value of each item. sUp￿tted by pcriodie expert opinion. No dwre¢iation is clw8¢d.
Tanglble tlxed imets
Individual fixed a&sets are initially rttorded at cosL less any subsequent accumulated depreciation and
subsequent accumulated impartment losses.
Depre¢l4tlon and amortlsadon
Dcprcciation is provided on tsngibl¢ fixed assets so as to writ¢ off th¢ cost or valuation. less any
estimated resithial value, over their expcctcd USefi￿ economi¢ life as follows:
De redadon method and rat
Projector
2(PA strnight line
Objects own
25% reducing balance
Website
D¢v¢lopment
I￿/0 on cost
Programme relsted Investments
PrO￿amMe related investments are made in of the charity's ObJ￿ts and any investment return
is secondary to the charitable purpose supported by the invesknent. Such invesknents are included al
their Cost. Any loss or impainnent arising from su¢h investments is charyed 08 part of ¢haritsble
activities within the Statement of Financial Activities.
Stoek
Stocks or pubIications. greetAn8 cards and badges are valued at the lower of Cost and estimated sellin8
price less costs to complete and sell, after due regatd of obsolete and slow-moving stocks. Cost
Comprises of direct publication or purchase costs.
Trade debtors
Trade debtors are amounts due from custom￿3 for metchath sold or scrviccs perfornicd in the
ordinary course of business.
Trnde debtors are recognised initially at the transa¢tion price. They are subsequently measured at
amortised cost using the effective interest metho<L less provision for impairnient. A provision for the
impairn]ent of trade debtors is established when there is objective evidence that the charity will not be
able to collect all amounts due according to the oriwal tern￿ of the receivable5.
-21-

THE BEATRIX POTTER SOCIETY
NOTL8 TO THE ACCOUNTS
continued
FOR THE YEAR ENDED 31ST DECEMBER 2023
Cash and cash equivalents
Cash and cash equivalents comprise cash on hand and ¢all deposits. and other short-terni highly liquid
investtnents that are readily convertible to a known amount of cash and are subject to an insignificant risk
or change in value.
Forelgn exchange
Trdnsactions in forei8n currencies are recorded at the rate of exchange at the date of the transaction.
Monetary assets and liabilities denominated in foreign currencies at the balance sheet date are reported at
the rates of exchange prevailin8 at that date.
Fund Structure
Unrestricted income funds are general funds that are available for use at the tNstees' discretion in
furtherance of the objectiv¢ of th¢ charity.
The revaluation reserve comprises the difference between the original recognition value and the balance
sheet ca￿Y]ng value of the Society's objects owned.
Designated funds are unrestricted Sjnds set aside ftir specific PUTposes at the discretion of the th]stees.
Restricted income funds are those donated for use in a particular area or ft)r Sp￿lf1¢ purpose5, the use of
which is restricted to that area or puqyose.
Financfial Inslruments
Classlfieation
Financial assets and financial liabilities are recognised when the charity becomes a paty to the
contractt]al provisions of the insttwment.
Financial liabilities and equity instruments are classified according to the substance of the contractual
arrangements entered into. An equity instrument is any contract that evidences a residual interest in the
assets of the charity after deducting all of its liabilitie5.
Recognition and measurement
All financial assets and liabilities are initially measured at transaction pri¢¢ (including transaction costs),
except for those financial assets ¢lassAfied as at fair value through profit or loss, which are initially
measured at fair value (which is nornlally the transaction price excluding transaction costs). Unless the
arrangement CODStitutes a fll)aDcing transaction. If an aTfdngement constitutes a financin8 transaction. the
financial asset or financial liability is m¢asured at the present value of the future payinents discounted at a
market rate of interest for a similar debt instnllnent.
Financial wets and liabilities are only offset in the statement of financial position when. and only when
there exists a legally enforceable right to set off the recognised amounts and the charity intends either to
settle on a net basis, or to realise the asset and settle the liability simultaneously.

THE BEATRIX POTfER SOCIETY
TO THE ACCOUNTS
eontlnM¢d
FOR THE YEAR ENDED 31sf DECEMBER 2023
Financial assets are dcTecogmised when and only wI￿n a) the witrd¢tual rights to the case flows from the
fll)ancial asset expire or are Settle￿ b) the clwity transfets to another paty substantially all of the risks
and Tewards of ownership of the financial assel or c) the charity, despite having retained some, but not
all. significant risks, and rewards of 0￿c[Ship, has transferred Control of the asset to another paty.
Financial liabilities are dereco8nised only when the obligation specified in the contract 1$ discharge
cancelled, or expires.
IDvestments
Investments are measured at fair value througb profit or10&8. Where fair value cannot be measured
reliably. investments are measured at cost impaimienL
Investments in subsidiaries and associates are measured at cost less impairnienL For investments in
subsidiaries acquired for consideration including the issue of shares qualifying for merger relief, cost is
measured by reference to the nomi￿] value of the shares issued plus fair value of other ¢onsideration.
Any premium is ignored.
Fair value measurement
The best eviden￿ of fair value is a quoted price for an identical asset in an active market. When quoted
prices are unavailable, the price of a recent IraDsaction for an identical asset provides evidence of fair
value as long as ther¢ has not been a significant change in economic cirCUn￿eS or a significant lapse
of time since the trawaction took place. If the market is not aclive atMI recent transactions of an identical
asset on their own are not 8 good estimate of fair value, the fair value is estima*d by using a valuation
technique.
-23-

THE BEATIUX P
ER SOCIETY
TES TO THE ACCOUNTS
¢ontinu
FOR THE YEAR ENDED 31ST DECETriB
202
2) INCOME FROM DONATIONS AND LEGACILS
£22.85
£104.95
£3.000.00
£i.000.00
£20.00
£20.00
£90.10
£106.00
£3.008.10
13.26
£10,000.00 (Restricted Fund)
Andrew Wiltshire Book Donations
Mcclurg Donation
Routledge
JMMF Donations
Donation for advert in J&N
Donation given at Autumn Weekend in Lakes
Donations given via cheque with membership renewals
Donations given via Paypal with membership renewals
US Donations into Dollar Account
Trustees of the Linder Foundation
(grant awarded December 2022 for payment in March 2023)
Routledg¢- For purchase of B¢atrix Pott¢r materials
£i.000.00
(Restricted Fund)
Unrestricted
funds
General
Restricted
funds
Total
2023
Total
2022
Donations and legacies:
Donations
Gift aid
Menthership subscriptions
9285
142
11,010
23
20.295
165
14.925
-24-

NOTE
THEA
NT
condnued
R THE YEAR ENDED 31ST DECEMBER
3) INCOME FROM CHARITABLE ACTMTIES
Totsl
2022
2023
Conference. meetings and events incorne
4) INCOME FROM OTHER TRADtNG ACTIVITIES
Unrt8tricted Restricted
Total Total
2023 2022
General
Restricted
Trading In¢ome:
Publication sales
Events Income:
USA Events Income
Bring and buy sales- UK
Image pemiissions
Auction Income
4.473
5.491
134
1,490
345
13
4,473 7,401
5.491 2,567
134
1,490
345
651
15
S) INVESTMENT INCOME
Unrestricted
Funds
Total Total
2023 2022
Income from dividends:
Dividends received
Interest re¢eiv8ble and othcr Income:
Interest receivable on bank deposits
1054 127
054 127
-25-

THE BEATRIX POTTER SOCIETY
NOTES TO THE
OUNTS
con
R THE YEAR ENDED 31￿ DE
EMBER 20
6) EXPENDITURE ON RAISING FUNDS
Unrestricted
Total
2023
Total
2022
General
Fundraising trading ￿$ts.
Publication costs
Bad Debts
2.180
2.180
7) EXPENDITURE ON CHARITABLE
ACTIVITIES
Unrestricted
Total
2023
Total
2022
Genernl
Restricted
Note
Journal alld llewsletter costs
Festive gathering (Restricted)
Grants ond donations made
Allocated support costs
Depreciation and Amortisation
Governance costs
15.019
15,019
158
794
31.059
1.037
J3,340
3.389
150
14.417
1.038
158
794
29.736
1.323
1.037
518
£47.027 (2022 - £26.013) of the above expenditure was atiributsble to unrestricted fimds and £2,518 (2022-
£7,321) to restricted fiJnd8.
In addition to the expenditure analysed above. there are also goveman¢¢ costs of £1.478 (2022 - £1.000) which
relate directly to charitable activities. See note 8 for fi]rther detsil3.
-2

THE BEATRIX POTTER SOCIETY
NOTES
THEA
UN
on
FOR THE YEAR ENDED 315f DECEMBER 2023
8) ANALYSIS OF GOVERNANCE AND SUPPORT COSTS
Support costs alloeated to cblrltable Acdvltles
Governance Finance
costs
costs
Administration
costs
Tota] Total
2023 2022
Task Fulfilmertt
Filming & Vi(ko c¢)*s
2,411
10,0
2,411
lo.￿¥
Software
994
Auction Costs
155
155
Sundry. travel. subsistence
Committee meeting expenses
Printing, postag4 stationery and
telephone
Insurance
Financi￿ athninistration
Credit card and bank charges
Webslte and publicity
8,879
1.060
8,879
1.060 2.922
387
,773
2212
387 1.982
1.773 1,522
3,690 4,195
1.324
600
1.478
lJ24
32 538 15 417
2023 2022
Governance Costs
Examination of the financial statements
9) NET INCOMINGIOUTGOING RESOURCES
N¢t incoming r¢sourc¢s for the year include:
2023 2022
Other non-audit services
Independent examiner's fees
1.000
1478 1000
-27-

NOTLS TO THE ACCOUNTS
ER 2023
10) TRUSTEES REMUNERATION AND EXPENSFS
During the year the charity made the following 1TrnSac￿ with tr￿te￿:
£1.025 (2022: £1.025) of expen5e5 weR reimbursed to 4 trustees (2022.. 4) the year.
Al the balance sheet date the amount due to O tr￿SleeS (2022: 0) was £Nll (2￿. £Nil).
No trustee5 hav¢ receiv￿ any other benefits from the Clwity during the year.
11> STAFF CO
The avernge h¢8d count of employees during the year wa5 Nil (2￿-NI7)
No employee ￿1Ved emolutnents of more than £60.fM]O durin8 the year.
12) TAXATION
Thc charity is a rcgis*red charity and is therefore exempt from taxatio
-28-

BEATRIX POTTER SO
TEST
THEA
comtlnued
FOR THE Y
EMBER 20
13) FIXED ASSETS
IDtall8lble fixed asiets
Wehlte
Total
Cost
At 111 January 2023
Additions
At 3 I¥E December 2023
tkpreciation
At I. January 2023
Charge for Year
At 31" December 2023
Net book value
At 31" D¢¢¢mber 2023
At 31" December 2022
03
-29-

IETY
R THE YEAR E]¥DED 31sf DECEMB
Tanglble fixed A8¥ets
Proje¢t(* Objects owned
Total
C￿t
At 1° JaDuary 2023
Additions
283
172J58
172,641
Revaluatio
At 31° December 2023
Depred#tloll
At I" January 2023
Charge for Year
Ai 31" Dettmber 2
Net book value
Ai 3111 December 2023
At 31" December 2022
The Objects Own¢d orc held by the Soci* for its clwithble pury￿￿ and are valued annually by the respective
custodians and ISoci¢ty officers WFKJ we, 8iven the nalure of th¢ Obje¢t& compelent to do so.

R SOCIETY
NOTES TO THE Accouiwrs
continu
FOR THE YEAR ENDED 3]￿ DE
MBER 2023
Pro￿￿rne related Jnveslments
Totsl
Coit
At I. January 2023
At 31. December 2023
Provtslon
At 3 i1t December 2023
Net book value
At 31. December 2023
At 3 IM DK¢mb¢r 2022
Durin8 the year ended 31* Deceml)¢r 21￿6 the Society subs¢ribed for 1.000 shares of £1 each in The
House of the Tailor of Gloucester Limited. This company duly secured fundin8 to reopen the House as a
museum and to operate a Beatrix Potter shop. The investmcnt was made in furtherance of the Society's
objectives and is accordingly a programme related investtnen( under SORP 2015. Th¢ investment is
stated at cost and no provision for impairnRnt is required at 31° December 2023.
15) STOCK
2023
2022
Stock8 (publications and merclwidis¢)
14,832
15,795
-31-

THE BEATRIX P0￿ER SOCIETY
NOTES TO THE AccouNrs
continued
FOR THE YEAR ENDED 31ST D
EMBER 2
16) DEBTORS
2023
2022
Trade debtors
Gift aid recoverable
Prepayin¢nts
1.148
165
165
17) CREDITORS: Amounts
falung due Ivlthln one year
2023
2022
Trade creditors
Other creditors
Acczual8
467
12
12
-32-

THE BEATRLX POTTER SOCIETY
TOTHEA
OUNrs
R THE YEAR ENDED 31sf DECEMBER 2023
18) FUNDS
Balance at 31° D￿ernber 2023
Balance at l January
2023
Incoming
Resources
resources expended
Balance at 31
December 2023
UDrestri¢ted fuads
General
General funds
Revaluation Teserve
195,497
46,697
{49207)
192,987
52
DdgDat¢d
Conference
Totsl unrestricted funds
266
497
269 832
Restrlcted funds
Administrdtion and Festive
Gathering
40" Al￿1v¢￿ary AGM
Website Dev¢loprn¢nt
Beatrix Potter Maknials
Purchased objects
Jane Morse Memorial Fund
Total restricted fimds
Tolai fi￿dS
20,185
50
7.068
10,000
{ 158)
30,027
50
4.708
1,000
{2.360)
33
63
30
-33-

THE BEATRIX POTTER SOCiKTY
OTES TO THE A
FOR TH
EARE
ED
CEMBER 2
Balydnce at 31
De¢ember 2022
Balance at I, January
2022
Incoming
resources
Resources
expended
Balance at 31
December 2022
Unrestrleted funds
General
General fund5
Revaluation reserve
180,351
36,248
(21,102)
195,497
226,802
45.298
(21,102)
250,998
Deslgnatsd
Conferenc¢
15,544
15,544
Total unre4trlcted fund8
298
42
Restricted fimds
Administration and Festive
Gathering
40 Anniversary AGM
Website Developm¢nt
Purchased objects
Jane Morse Memorial Fund
Total restricted funds
Total fillids
21J60
50
2,214
(3,389)
20,185
50
7,068
3,400
{3,932)
2.400
1,000
21
42
272
47
-34-

NOTES TO THE AccouNrs
con
EMBER 2023
The specific purpose for which the fim&8 are to be applied are &$ follows:
PURPOSES OF RLSTRIcfED FUNDS
The Athninistration 2nd F&stive gathering Fund oriwlly established for donations receivable from
The Enid Linder Foundation , and otheTS, and these are to be applied towards the Society's
administration costs and the annual Festive GathetiDg. tn the year ￿ 31" December 2023 £10,(KK) was
receive(L and to k spent specifically OD video and digitali5ation projects. (* This has now been renamcd
The Linder Foundation)
The Restricted Objects Fund w&$ established for donations that are to be ￿Sed toward8 acquiring
additional Objects for the Society. There was a brought fonvard balance of £3.400. All the additions
made to the Objects during the year were gills and therefore not paid additions. The Carried forward
balance is £3,4(X).
The Society established the Jane MoTse Memorial Fund to support or assist Members to attend
conferences and events. A bn)ught forward balance of £3,473 was supplern¢nted by further donations of
£33 leaving a carried forward balance of £3.506.
PURPOSES OF UNRFSTRIcfED FUNDS
The Unrestricted General Fund amowiting to £192.987 at the year-end compriK8 £179.158 which has
been invested in the IS￿lety's Objects. the programme related investsnents 8t￿ its tangible fixed assets
and £13.829 which is available for geneTai charitable pu4)oses of the Society and its reserves.
The Revaluation Reserve ￿mpriSeS the surplus arising on revaluation, over time, of the Society's Obje¢ts
owned subsequent to their initial recognition in the balaDce sheet at original purchase cost or donated
value of £116,857 and amounts to £61.301 at 31° December 2023 {2022: £55.501).
The total value of our Fixed assets (objects) is therefore £178.158.
Conference SU￿]useS are also unrestricted funds but designated by the Cornmittee, for the purposes of
publishing the procecding of conferences, under the title of th¢ Studies series, and for the pury)ose of
providing fu￿￿¢ for the set-up costs of future conferenKs.
The conf¢Ten¢e fund may also be used for the puw)se of Providing finance for scholar5 to attend
conferen¢es. A fi￿d balance of £15.544 was brought forward from 2022 and a5 there was no movement
in the year the fund balance caried forward it)to 2023 is £15.544.
-35-

THE BEATRIX POTTER SOCIETY
NOTES TO THE AccoiINrs
eonthiu
THE YEAR ENDED 31ST DECEMBER 2023
19) ANALUSIS OF NET ASSETS
BETWEEN FUNDS
Unrestricted
Total funds at 31st
Deslgnated Restrlcted December 2023
General
Tangible f￿ed assets and investments 1,000
Intsngible assets
9,331
Objects owned
178,158
Curtent assets
76,521
Current liabilities
Total net assets
1,000
8,294
178,158
135,783
{1,037)
15,544
43.718
312523
Unrestrlcted
Total funds at 31st
Designated Restricted December 2022
General
Tangibl¢ f￿ed assets and investments 1,000
Intangible assets
Objects owned
Current a&sets
Cutrent liabilities
Totsl net assets
1.000
9,331
172,358
120,588
9.331
l72,358
80,199
15,544
24,845
250 998
30
-36-

THE BEATRIX porrER SOCIETY
TES TO THE ACC
contillued
R THE YEAR EIYDED 31ST DECEMBER 2023
20) FINANCIAL INSTRUMENTS
C*tegortsatlon of financlal Instruments
2023
2022
Financial assets m¢asured at fair value througb profit and loss
120 786
103 287
Financial liabilitie5 measured at fair value through profit and loss
21) CHARITY INCORPORATION
On l January 2019 th¢ unincorporated charity of The Beatrix Potter Society became a Charitable
tncorporated Organisation (CIO). The accounts for the year ended 31" December 2023 present the
combined results of the unin¢o4K)rat¢d charity and the CIO. The charity met the conditions for merger
accounting as set out in Accounting and Reporting by Charities.. Statement of Recommended Practice
applicable to charities preparing their awunts in accordance with the Financial Reporting Standard
appliable in the UK and Republic of Ireland IFRS 102) (awities SORP (FRS 102).
-37-

THE BEATRIX POTTER SOCIETY
BJE
WNED AT 31ST DECEMBER 2023
He
thev
Archfve o(Art d Desl
Curr¢
Manuscript of the Rawnsley "Tale of Peter Rabbit"
Greetings carf Hildesheimer & Faulkner ¢ 1890
Beatrix Potter's Manu8CriPt Journal: 1905 with Colour Transparencies of1905 Journal
Peter Rabbit metal figure
Cecil Sharp: The County Dance Book Volumes 2 & 3
Tale of Peter Rabbit- Altemus US Piracy
Lovc Locked Out- Memoirs of Anna Lee Merritt
The Lavender Garden- Norah Mary Edmondson
The Tale of Peter Rabbit- Battledore, 1996 privately printed edition
Cassette recording of1966 Philadelphia Colloquium
Edmund Potter- Photocopy of pamphlets and 3 colour transparencieslprints
George Walker letters
Beatrix Potter letter to Millie Warne
6 Beatrix Potter letters and a note
Watercolour from The Greenfield Beale Collection
Boxed set of Greetings Cards- Warne
Drnwing by Beatrix Potter for'The Pie and th¢ Paty Pan"
Original Artwork- Pencil Sketches of Hedgehogs
Collection of 201 Rupert Potter photO8raphs and prints
2 'Wee Folk. books by Todhunler sisters Ipurchased 2008)
2 Letters from Beatrix Potter to T¢)dhunters (purchased 2008)
Roscoe Pbotographs
Beatrix Potter LKtter to Millie Warne
Watercolour of Rose
Farnell Jemima Puddle-Duck toy
The Tale of Benjamin Bunny- rust edition
The Tale of Jeremy Fisher- first edition inscribed
5 Books donated by Judy Taylor-
i) a f￿st edition, first printing of The &ory ofA Fierce BadRabbil, 1906 panorama format;
ii) a fw8t edition, second issue of The Siory ofmiss Moppet. 1906 panorama forn￿t;
iii) Peter Rabbit's Almanacfor 1929:
and iv) and v) - copies of i) and li) in book fomiat
2 Letters from Beatrix Heelis to Katherine Brooke
525
1,050
20,000
100
315
50
50
105
630
io
50
8,000
2.000
5.250
1,050
150
13,000
17,000
io,oio
loo
2,500
"Duchess in Sawrey"
2,5
4,550
1,000
500
1,000
2,200
2,408
LD AT THE ARMrrT
RARY
Bound volumes of 5 pamphlets and prints by Ethnund Potter
Paper Catalo8ue of the Arniitt Library's Collection of Beatrix Potter Items
500
loo
LD AT THE NATIONAL TR
Grlmwades Tea set in storage box
3.675
Grimwades Tea set in stOTa8e box
3,675
Glass negatives- Leslie Linder's photography of the National Trust Collection5, plus other material 5,250
Jolm Clegg Archive {7 files)
150
Mary Noble Archive (5 files)
150
Th¢ Potter Family Archive (previously known as 'The Treasure Box,) and added in 2007
5,000
Original Drnft Indellturc for the Lease of Hawkshead Field Farni
1,712
Wood jigsaw puzzle in original cardboard box- SquiTrel Nutkin (complete)
200
-38-

THE BEATRIX
YrER
CIETY
LIS
EDAT
1ST DECEMBER 2
Grimwades tea plat¢ 7"_ in conservation box
Race game board (dark red outer with original pasted on label)- packed in tissue with card folder
and set of four painted wood game pieces, shaker and dice- in original box within conservation box 400
Wee Folk doll from Todhunter collection (purchased 2008)
50
Walking stick belonging to Willie Hcclis
3,750
Specimen Collector's Cabinet
14,500
Custom made display case for the Specimen Collector'$ Cabinet
3,000
Animated drawings for BBC anin)ated Series in early 19908
1,200
Photograph of CanoD Hardwicke Rawnsley
150
The Fairy Caravan- Ambleside edition- inscribed by Beatrix lo Joe Moscrop
4,500
The Tale of Beatrix Potter by Margaret Lane insrribed to Joe Moscrop
50
35
ELD BY ANDREW WIL
HIRE
Wal¢r¢olour of Mousehole painted by Noel Moore
Original Wate￿OI0￿r"v1eW of the River Tay Seen through an open window"
TBA
10,000
ELD BY LIZ
TER-MA
FARLANE
Letter from Beatrix Heelis lo Katherine Brooke dated 17, September, 1943
1,250
HELD BY HELEN DUDER
I l Gramophone records (45tpm)- 1961 Little book songs
2 audio ¢￿Sette record8 of the above recordings
Duchess in Sawrey- artwork for 8reetin8s card including CD
Christine Parson's Collection of Warne Family PhotO￿aphS
Peter Rabbit Race Game Board- no pieces
Videos- BP Ballet and A.S.&C. @ £10 each
Audio cassette recording of BBC R4 play"Beatrix-
TIIu5trated Map of Sawrey- original artwork for cover, title page and centre spread with notes
Assorted DVDS and videos including amateur fjlms, mostly made by Martan Werner for BPS
archive, and some Commercial recordings
Jack Ladeveze- letter re Leslie Linder and B.P.'s ashes
Rupert Potter pbotos- small prints of the London Zoo photos only
original Engagement PhotO8rnph of Beatrix Potter and William Heelis + 3 Rupert Potter
Photographs
Inscribed copy of 'The House in the Little Green Wood, from Mrs. Heelis to Freda Storey
1988 Thesis- Jttnie Coitit-Godfrey "Le Monde de Beatrix Potter" (including tr8L8lation)
165
20
50
70
50
20
io
750
408
25
io
2,300
1,750
210
HELD BY THE ROYAL BALLE
Photographs of the sketche5 by Christine Edzard for"The Tales of Beatrix Potterf, Ballet
TE
THE
AFO
TO1¥4
. EXHIBITI
Original Artwork- Water colour painting of Sheep painted when Beatrix Potter was aged ten
Beatrix Potter's last letter to Joe Moscrop
Walking stick belonging to Beatrix Heelis
Letter to Katherine Brooke dated l November, 1943
8,000
2,500
3,750
1,205
TOTAL VALUE OF OBjE￿s OWNED AS AT 31sf DECEMBE￿ 2023
£1
-39-

ADDITIONSIDISPOSAL OF BEATRIX POTTER SOCIETY OBJECTS IN 2023
Additions- none
Disposals - none
Movement of items...
The Colle¢tor's Cabinet has been returned to the National Trust in the Lake District.
4 Society Objects are on Tour of the V&A "Drawn to Nature" Exhibition in the U.S.A.:.
Original Artwork- Water colour painting of Sheep painted when Beatrix Potter was aged ten
Beatrix Potter's l&st letter to Joe MoscTOP
Walking stick belonging to Beatrix Heelis
Letter to Katherine Brooke dated l November, 1943