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2025-04-30-accounts

Registered Charity Number 1204390

Berkshire Family History Society CIO

Trustees’ Annual Report

for the 12 months to 30 April 2025

Reference and administrative details of the charity, its Trustees and advisors

The Society was established in 1975 as Berkshire Family History Society. In August 2023 it became a Charitable Incorporated Organisation. Its new charity registration number is 1204390, previously being charity number 283010.

Its address is The Centre for Heritage and Family History, 2[nd] Floor Reading Central Library, Reading, Berkshire, RG1 3BQ

Trustees (and Executive Committee members) in the year ending 30 April 2025

Trustees(and Executive Committee members) in the year ending 30 April 2025 Trustees(and Executive Committee members) in the year ending 30 April 2025 Trustees(and Executive Committee members) in the year ending 30 April 2025
Trustees at 30 April 2025
Name Date of appointment
(if during the year)		 Role
Catherine Sampson Chairman
Nick Prince Vice-Chairman
Martin Pilkington Treasurer
Vanessa Chappell Secretary
Sandra Barkwith Bracknell and Wokingham Branch
Gillian Stevens Computer Branch
Nick Prince Newbury Branch
Vicki Chesterman Reading Branch
Dave Purling Vale of the White Horse
(Abingdon) Branch
Leigh Dworkin Windsor, Slough and Maidenhead
Branch
John Dunne
Andrew Rice
Alison Pedley
Other Trustees during the 12 months to 30 April 2025
Paul Barrett

Trustees receive no remuneration for their work on behalf of the Society.

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Berkshire Family History Society Charity Commission Trustee Annual Report year ending 30 April 2025

Professional Advisors in the year ending 30 April 2025 Independent Examiner of Accounts

Louisa James, 20 Lowbrook Drive, Maidenhead, Berkshire SL6 3XP

Bank

CAF Bank, 25 Kings Hill Avenue, West Malling, Kent, ME19 4JQ

Shawbrook Bank Ltd, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE

Insurance Broker/Intermediary

PIB Insurance Brokers, Southgate House, Southgate Street, Gloucester, GL1 1UB

Solicitors

Blandy & Blandy LLP, One Friar Street, Reading, RG1 1DA

Structure, governance and management

Originally established in 1975 as Berkshire Family History Society, Berkshire Family History Society CIO is registered with the Charity Commission (Registered Charity Number 1204390) as a Charitable Incorporated Organisation.

Constitution

The Society’s constitution was written in 2023 to reflect the change to a CIO. This new constitution was adopted in June 2023 by the membership. Trustees will keep the constitution under active review and are satisfied that it remains fully consistent with contemporary requirements and that it properly guides what the charity does and how it operates.

Executive Committee, Officers and Trustees

An Executive Committee, comprising no more than 15 Society members, manages the Society’s affairs. There are four designated officer posts — chairman, vice-chairman, secretary and treasurer. These officers and the additional Trustees form the Society's Executive Committee.

Society members elect the officers and other Trustees at the Annual General Meeting. Each Trustee serves a term of one year and, if eligible, retiring Trustees may be re-elected for a further year. No Trustee may serve more than five consecutive terms without then taking a break from office.

The combination of direct election and set limits to length of Trustee service safeguards continuity and integrity of Society management. It also serves to re-energise it, introducing a small number of new Trustees into the management group each year.

In the year ending 30 April 2025, the Executive Committee met on eight occasions, including a special meeting to approve full year accounts before the Annual General Meeting and once to discuss the Society’s relocation.

Sub-committees

The Society constitution permits the Executive Committee to delegate certain functions to sub-committees. In every case, such sub-committees contain at least one Trustee in their permanent membership together with other Society members. All sub-committees are responsible to the Executive Committee and report to it regularly on their activities and discussions. They also have clearly defined Terms of Reference which are regularly reviewed.

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Berkshire Family History Society Charity Commission Trustee Annual Report year ending 30 April 2025

Structure, governance and management (continued)

Projects and Publications Sub-committee (PPC)

Project work represents a major part of the Society's charitable activity. The purpose of this committee is to manage and direct the Society's project work to agreed standards. Key tasks of the PPC include setting project priorities and overseeing the indexing and transcribing of original Berkshire records, the checking of those indexes and transcriptions against original records and bringing project outputs to timely publication in an appropriate form for the benefit of members and the wider public.

Research Zone Sub-committee (RZC)

The Society's premises at The Centre for Heritage and Family History in Reading Central Library, provides Berkshire's foremost facility for family history research. The Centre provides a wide range of online and traditional resources that are regularly used by members of the public and Society members and it also serves as an educational facility.

The Research Zone Committee is responsible for ensuring the efficient day-to-day operation of the services and facilities of the Centre to ensure that the needs and expectations of present-day family historians are recognised and satisfied effectively.

Education and Events Sub-committee

This group focuses on the organisation and delivery of events that promote understanding of social, local and family history through regular series of talks, walks, workshops and courses. This group also arranges for Berkshire Family History Society to be represented at fairs and open days. The group reports its activities and plans to the Executive Committee.

Marketing and Communications Sub-committee (incorporating the Website Team)

This group oversees the design and functionality of the Society’s signage and promotional material. The group feeds back to the Executive Committee regularly. The Website Team, originally raised to create the Society’s new website and one for its shop (run by its subsidiary – Berkshire Family History Enterprises), now continues to develop the websites. It also, within its part of the Marketing and Communications Group, continues to produce regular email newsletters to members.

IT Working Group

This group manages the IT purchases and infrastructure for the Society including AV, telephony and connectivity into The Centre, with the exception of the website, which is managed by the Marketing and Communications Group (above). It also identifies, tests and costs the implementation of third party software; and manage the Society’s email delivery systems. The Group will develop policies, practices and procedures and how-to-guides relative to the Society IT equipment, including security of data. The Group reports its activities and findings to the Executive Committee.

Branches and Branch Sub-committees

The constitution empowers the Executive Committee to set up Branches to further the objectives of the Society. The Society has six local branches that are active across the historic Royal County of Berkshire. Branch Committees — nominated and elected by local members at their respective annual meetings — run these branches and report to the Executive Committee on their activities. From their Branch Committee members, each branch proposes a representative for election at the Society AGM to serve as a Society Trustee and to represent that branch on the Executive Committee for the next year. Each Branch Committee thus contains at least one Trustee member.

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Berkshire Family History Society Charity Commission Trustee Annual Report year ending 30 April 2025

Structure, governance and management (continued)

Policies and Procedures Sub-committee

This group is tasked with ensuring that all our policies and procedures are rigorous and current. They look at the formation of new policies or procedures should they be necessary to the effective and lawful

Volunteers

Day-to-day activities, such as staffing The Centre for Heritage and Family History, assisting researchers, and indexing and transcribing of records — to give three examples — are all undertaken by volunteers, none of whom receive remuneration for their work. There are no employees or paid staff. Like many voluntary organisations, the Society finds increasing difficulty in attracting and retaining a sufficiently large core of committed helpers to ensure that it continues to function effectively and, more importantly, to tackle the multiple challenges of today's operating environment. The Society, its membership and the wider public are all indebted to that small group of volunteers that continues to take responsibility for a disproportionate number of the tasks that the Society has to address if it is to remain a meaningful and successful organisation.

Berkshire Family History Enterprises Ltd (BFHE)

BFHE was a trading company wholly owned by the Society and registered with Companies House, Number 04733795. As of 1 April 2024, Berkshire Family History Enterprises was reincorporated back into Berkshire Family History Society CIO. From that date it became a subgroup of the Society, reporting to the Executive Committee 6 times a year.

Any stock and monies have been incorporated into the Society accounts.

Risk Assessment

Financial and other major risks to which the Society and its operations could be exposed are subject to regular and ongoing assessment. Established procedures are in place to manage those risks and these are kept under active review.

During the year under review the Trustees have continued to monitor the handling and storage of personal information (UK General Data Protection Regulation 2021). This led to a review of our procedures and updating of our current policies regarding Data Protection.

In addition to this we took the opportunity to review all our policies regarding health and safety, and risk assessed our premises to ensure a safe environment for our volunteers and visitors.

Public benefit

The Trustees give full and careful consideration to their obligations under the Charities Act, 2011 (consolidating earlier legislation) and the Charities (Protection and Social Investment) Act 2016, to report on public benefit, and to do so in accordance with current Charity Commission guidance.

The principal benefits provided by Berkshire Family History Society fall within two primary descriptions contained in Section 3 of the Charities Act, 2011:

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Berkshire Family History Society Charity Commission Trustee Annual Report year ending 30 April 2025

Structure, governance and management (continued)

Its activities also contribute to improvement of the historic environment and to heritage conservation. The Society’s first objective (see below) addresses public education. Family history research remains one of the most popular interests for people of all ages, backgrounds and nationalities. Many who set out to research their family's ancestry do not always have the understanding, research expertise, perspectives and skills that are needed to conduct research effectively. The skill set and experience required to find and to prove family links and connections are not easily acquired without ready access to traditional and online resources, and to informed help, support and advice — all of which Berkshire Family History Society is well positioned and able to offer.

The Society's second objective addresses public benefit directly, for present and future generations. That benefit derives from all that the Society does to help and to support the preservation, care and responsible use of the archival heritage of the historic Royal County of Berkshire.

This report illustrates how the Society has delivered public benefit in the past year.

Central and local government funding continues to fall for local and national archive services, libraries (including local studies), heritage events and continuing adult education. The Trustees seek to ensure that, whenever practicable, services provided by the Society take due account of the ramifications of local changes in levels of public funding and support. The Society seeks to deliver services of good value to all family historians — wherever their research interests may lay, whatever the extent of their research experience and whether or not they are Society members.

Throughout the past year we have continued to run face-to-face activities, as well as maintaining, and even expanding, our online activities for the public benefit. This has enabled us to continue to attract a new audience from all over the UK and overseas, as well as re-engaging with previous audiences who were not able to access online offerings.

Objectives and Activities

Objectives

The objectives of the Society are:

To advance education of the public in research into family history and genealogy, primarily but not exclusively within the boundaries of the pre-1974 Royal County of Berkshire;

and

To work to promote the preservation, transcription, indexing and ready public accessibility of related records and information.

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Berkshire Family History Society

Charity Commission Trustee Annual Report year ending 30 April 2025

Objectives and Activities (continued)

Activities: Public benefit

This section summarises where the Society's efforts have been directed in the year under review:

Activities: Public education

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Berkshire Family History Society

Charity Commission Trustee Annual Report year ending 30 April 2025

Objectives and Activities (continued)

Activities: Preservation, transcription, indexing, public accessibility of information

This section summarises where the Society's efforts have been directed in the year under review:

Achievements in the year ending 30 April 2025

The achievements of the Society during the past year are set out below:

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Berkshire Family History Society Charity Commission Trustee Annual Report year ending 30 April 2025

Achievements in the year ending 30 April 2025 (continued)

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Page 8 of 12 Charity Commission Trustee Annual Report year ending 30 April 2025

Berkshire Family History Society

Achievements in the year ending 30 April 2025 (continued)

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Berkshire Family History Society Charity Commission Trustee Annual Report year ending 30 April 2025

Achievements in the year ending 30 April 2025 (continued)

This short summary reveals the scale of the collective investment of knowledge, skills and time that volunteers make to the work of the Berkshire Family History Society. Their support is vital for the Society to continue to deliver public benefits — not just in Reading and across Berkshire but nationally and internationally.

The Trustees would like to record their recognition and appreciation of the contribution made by those volunteers and of the level of support they bring to the Society, its products and services.

Financial review

Incoming resources

Total Society income in the year to 30 April 2025 was £47,310 (LY£48,403).

Our overall total income decreased from the 2023/2024 figure, this change is attributable to a decrease in the income from donations.

A small income from Gift Aid came through in the year in question. There was no donation (LY £2,680) from Berkshire Family History Enterprises. Interest in print publications has continued to show a slight downturn during the year.

Royalty income from online publication of Society transcriptions has reduced slightly.

Income from events has notably increased by nearly 28%.

Resources expended

Overall, Society income was less than the operating costs of £49,811 (LY £64,726) to generate a loss of £2,501 (LY £16,323). This is primarily due to reduced spending on our IT equipment as upgrades were completed in 2023/2024. There was a decrease in the cost of subscription packages for use within The Centre for Heritage and Family History. Since the last report we have continued to be settled in our premises at The Centre for Heritage and Family History, within Reading town centre. Unfortunately, we are aware that we will need to move premises within the next year.

The objectives remain to cover all forecast management, administrative and support costs incurred by the Society and to replace or upgrade Society assets when indicated.

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Berkshire Family History Society Charity Commission Trustee Annual Report year ending 30 April 2025

Financial review (continued)

Financial Reserves

It is Society policy to maintain a general reserve that is at least equivalent to a minimum of twelve months’ unrestricted fund expenditure at prevailing levels.

In addition, the Society seeks to generate sufficient income to enable support to be given to deserving local archival initiatives and projects at the Trustees’ discretion and to allow for support of specific educational projects.

The Trustees consider this to be the proper level at which to preserve the Society's financial integrity.

Trustees actively review all elements of the Society's cumulative financial performance, including expenditure against annually agreed pre-approval limits, on a bi-monthly basis.

The Trustees appreciate the current reserves are maintained at 33 months expenditure. As we have to look at relocating in the next financial year, due to closure of the building in which we lease space, we are maintaining extra high reserves to help cover additional costs such as solicitors and surveyors fees. We are also aware that going forward our expenditure on premises will be higher.

Looking forward

As the UK economy continues to suffer in uncertain times, the Trustees recognise the scale of the challenge to maintain or, better still, to increase income from membership fees, donations, and the provision of educational events available to all.

The Trustees appreciate that family history research is not an inexpensive pastime. They accept that the Society must invest more in effective, wider-reaching public and member promotion to create and raise awareness of its services. The Society has also to work to counter a mistaken belief among many researchers that online publishers now offer all that they need for successful research.

The skill mix required by family history societies from their volunteers is widening steadily, particularly in applications of information technology in the research process itself and in the Society’s management. Where such skills cannot be found readily from within the Society's volunteer group, the Trustees acknowledge that they may well have to consider non-member volunteers or paying to acquire necessary technical skill sets.

The Trustees have consciously held back from giving major financial support to archival initiatives in the year in question. Future potential projects are regularly discussed in outline with Royal Berkshire Archives.

The Trustees are aware that the Society will need to move premises, most likely within the next year, due to the closure of the building we currently occupy. The aim is that this will not impact a majority of the Society’s activities, but it is anticipated there will be a significant financial impact.

Not least, Trustees recognise that returns from the Society's investments are likely to remain at very modest levels in the near to medium term. Any realistic opportunities to improve on those returns will be kept under active review.

Looking forward, the Berkshire Family History Society will seek to broadly maintain current levels of income, at the same time continuing to explore wider applications of technology to contain increases in costs likely to be seen in traditional areas of expenditure.

Page 11 of 12 Charity Commission Trustee Annual Report year ending 30 April 2025

Berkshire Family History Society

Planning for 2025/2026

The Trustees have identified ten key tasks and initiatives for the coming year:

Approval

The Trustees of Berkshire Family History Society CIO approved this report on 15th February 2026. It is signed on their behalf by two Trustees, Vanessa Chappell, Society Secretary during the year under review, and Catherine Sampson, the Society Chairman during the year under review.

_Signed ___ _, Secretary Signed ___ __, Chairman

Date

Page 12 of 12 Charity Commission Trustee Annual Report year ending 30 April 2025

Berkshire Family History Society

BERKSHIRE dtkiiy HisfoRY SOGIE BERKSHIRE FAMILY HISTORY SOCIETY Financial statements for the year ending 30 April 2025 Registered Charity No. 1204390 Page 1 of 10

BERKSHIRE FAMILY HISTORY SOCIETY Page Independent Examiner's Report Statement of Financial Activities Balance Sheet Notes to the financial statements 6-10 Page 2 of 10

BERKSHIRE FAMILY HISTORY SOCIETY Independent examineWs report I report on the accounts of Berkshire Family History Sceiety for the year ended 30 April 2025, whieh are set out on tbe following seven pag&s. The charitys tn￿ee$ are responsible for the preparation of the aC￿llnts. The charitys trustees consider that an audit is not required (under section 144 of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to: examine the aeeounts (under section 45 of the 2011 Act) follow the procedures laid down in the General Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act) stste whether particular matters have come to my attention. Basis of independent examinerfs report My examination was carried out in accordance with the Ceneral Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a Comparison of the accounts presentd with those records. It also ineludes consideration of any unusual items or disclosures in the accounts, and seeking explanations froTn you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the aceounts present a 'true and fair view and the report is limited to those matter8 set out in the statement below. Independent examlnerfs ststement In connection with my examination, no matter has o)me to my attention: i. which gives me reasonable ￿use to believe that in any material Rspect the trustees have not met the requirements to keep accounting records in accordance with section 130 of the 2011 Act to prepare accounts which aecord with the accounting records and comply with the accounting requirements of the 2011 Act or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the aeeounts to be reaehe(L Louisa James 20 Lowbrook Drive Maidenhead SL6 3XP Date: ¥ July 25 Page 3 of 10

BERKSHIRE FAMILY HISTORY Statement of Finanaa1Atti￿ti¢s for the ending 30 April 2025 202S 2024 Note INCOME FROM Voluntary income Activities for 8enerating funds Inve8trneDt income 29.937 32.375 2,685 2,614 Charitable activities 14688 13,379 47?310 48, Raising funds IIA94 13.879 Charitsble aetivitheg 38a17 50,846 49.8AA 64?￿0 NFT Defidt 21501 16, TOTAL FUNDS BROUGHT FORWARD L39,267 155,588 T(yfAL FUNDS CARRIED FORWARD 6?766 139.26 Thé ￿•s￿pues6tty Iofrym part Page 4 of 10

at 30 Aprll 2025 8tc¢k Debtors 7.177 6.858 6.050 &630 Cuh at bank and in hwxl 71a23 109157 (w) ts184) x6 26 Unrestrlcted fund8 Genernl 766 65 ¥6 TheThutett cotiMderthat the eornpany18 enthled to exemption from the requlrementto have an audit under tbe provisio￿ of Section 477of the CoTnp•nies A(t 2￿)6 fthe Act") and membet8 ti0D 476 oftheA( Dth: 21)2S 4LxP Date: 2025 zq Page S of 10

BERKSHIRE FAMILY HIsfoRY SOCIETY Notes to the accounts for the year to 30 April 2025 i Accounting Policies 1.1 Basis of preparation of financial statements The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Reconunended Practice applicable to charities preparing their accounts in aecordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective i January 2015) (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Aet 2006. The Berkshire Family History Society m￿ts the deflnition of a public benefit entity under FRSIo2. 1.2 Organisation status The charity is an unincorporated organisation. 1.3 Fund accounting General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes. There are no funds which have been restrictd by specifie restrictions imposed by donors. All funds are unrestricted. 1.4 Income All income is recognised On￿ the charity has entitlement to the ineome, it is probable that the income will be received and the amount of income can be measur￿1 reliably. Other income is recognised in the period in which it is receivable and to the extent that goods have been provided or on completion of the service. 1.5 Lypenditure Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefit will be required in settlement and the amount of the obligation can be measured reliably. All expenditure is inc1￿￿1ve of irrecoverdble VAT. Page 6 of 10

BERKSHIRE FAMILY HIsfoRY SOCIETY Notes to the accounts for the year to 30 April 2025 (continued) 1.6 Tangible fixed a&8ets and depreciation Tangible f￿ed assets are carried at cost, net of depreciation and any provision for impaÈrment. Depreciation i8 provided at rates Calculated to write off the costs of fixed a￿ts, less their estimated residual value, over their expected useful lives on the following bases: Computer equipment- 33% straight line Office equipment - 20% straight line 1.7 Interest Recelvable Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity. this is normally upon notification of the interest paid or payable by the bank. 1.8 Debtors Prepayments are valued at the amount prepaid net of any trade discounts due. 1.9 Cash at bank and fin hand Cash at bank and in hand includes cash and short tenn highly liquid investments with a short maturity of three months or le&8 from the date of acquisition or opening of the deposit or similar account. i.io LlabAlities liabilities are recognised when there is an obligation at the balanee sheet date &s a result if a past event, it is probable that a transfer of eeonomic benefit will be required in settlement, and the amount of the settlement (an be estimat reliably. Liabilities are recognised at the amount that the charity estimates it will pay to settle the debt or the amount it has received as advanced payment for goods Rt services it must provide. 1.11 Financial Instruments The charity only has financial instruments of a kind that qualify as basic financial instruments. B&sic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value. Page 7 of 10

BERKSHIRE FAMILY HIsfoRY SOCIETY forthe yearto 30 April 025 (contd) 2 Analy8i8 of ineome 2024 Shop ACCO￿nting adj torstock chage Subscription5 HM Revenuè & Gift Akd Donations Total Volunta ltteome Advertjsin Actlvltle8 for nera Bank interest Inve8tment io¢ome Events Berkshire namesew¢h and birth brief8 Royalts'es Printing and l￿pYing Branch aCt]￿ty iscellaneous income Charftable actlvltles 7A95 7,052 19,744 20.266 02 29937 2,6A5 2.685 7.732 g.614 6,044 SS7S 6,992 115 Loo 128 13379 398 Total Income .310 3 Analy8ts of expendlture 2025 2024 Cost of Sale8 Ma zine bliealion Costs of rni81 fi￿a$ Bank and card charses Lase of premises Recharges to Berkthire Family Higt0ryEDt￿k7Ses IrksuranL* Meetingha118 thnd speakers Events Branch ArtI￿ty Computer cc6ts Dep￿,1￿tiOn F4llipmenr m&intetwi Subscriptioll5- Find My Pa& Geneaiop8L et¢ Office en5e5 nses dtseto CoThS01idation Charitable acti￿￿e& 1,741 2,256 11,62 XX?4 1.088 19,400 776 20￿2 1,958 2,036 1,854 2,165 2,689 l7l 15,833 2a99 5.131 2A54 1,803 240 ndlture 49J8iA 64>726 NEf INCOML oi 16 T(YfAL FUNDS BROUGHTFORWARD 139.265 88 26 Page 8 of 10

BERKSHIRE FAMILY HISTORY SOCIEIY Not&8 to the aceounls for the year to 30 April 2025 {eonthiued) 2024 Truste£ £xpeJJses NuTnberof trustets who We[e￿NI ex￿nseS Totsl paid- ]Eimbursementof Ltst& £0 £0 T￿)SIble fixed ￿lets and depr¢elllon .U tangible fixal asgets are￿ated at (wt less deP￿claI10￿. DepreeRaiiou for tbe yearlLa5been caleu]ated iowrite off the t￿1 of tangible &￿ts. their estimated residual TrElue.oirrtheirexp&trl I1￿￿- betwn three and fiveyeat5. Cwputer cxber equiptnent equLpmeTrt Totsl 2025 Other C4uipmen Total 2024 iaWiP]Dent Cost Brought foTword Addiiions Disw>saLq 12 J97 21,044 33A41 12a97 2l.044 33A41 97 ai.044 Depredation Llroughi foTh'at Charge for the}￿r Di$p)sal$ 12497 21.044 33A41 12a97 32,684 757 12 A239 21.0 33 Net bookv*lue Stock H¢ld 7JTI The stock changed from £6050 in 2023124 ts £7JTrat theelld of 202412s. So thete LSA p)sltiiradju5tment of £1.127 tothe Income Y Ex[￿dIlure ¢xlcylation. Debtor& and pr¢paymthts 2025 2024 Owed b). Berkshire Famli y Hi8tori Enterprises LAd Prepayments and accrued inwtne Other debtOT5 TotAI debtor 6.858 3,320 io 3,630 Page 9 of 10

BERKSHIRE FAMILY HESTORY SOCIETY Notes to the accounts for the year to 30 AprAI 2025(continued) 2025 2024 Unrestricted funds- FAlucation The tn￿teeS bave decided to devote a portion of the Unrestricted fllnds of the Society to advance the knowledge of Family Histori:. The Trustees have agreed that the amount of £4,000 should be retained in the Edueation Fund for the vear 2024125 Transactions with related parti At 30th April 2025, the balance owed by Berkshire Family History Enterprises limited, which is a wholty Om￿ed trading company of the Society, £0 (2024: £0). This is a trading balance between the ￿]ety and the Company at the end of the yeAr. Income includes a donation of £0 (2024: £2.680) from Berkshire Famity History Enterprises tAmited. An £gtimate of utiliti&8 to be recharged of £0 is induded with debtors and prepayments. A pn)wrtion of rent and other e(x8ts have b recharged to the CO￿panY amounting to £0 (2024 £0). At the end of 2023124 the societ), brought Enterpri￿ back into the S¢xiety. This consolidation has generated accounting adjustments in these accounts. io Independent examiners remuneration The Independent examiners remunerdtioll amounted to a fee of £50. li Staff costs The charity empIoyed no staff during the year. All work was (arried out by volunteers. Page 10 of 10