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2022-12-31-accounts

2022

Annual Report & Accounts

YORKSHI RE ARCHAEOLOGI CAL AND HI STORI CAL SOCI ETY

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. .
Y A H S
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Yorkshire Archaeological and Historical Society Stringer House 34 Lupton Street, Leeds LS10 2QW

Company number 00038346 Charity number 224083 www.yahs.org.uk

Patrons, Officers and Board Members 2022

PATRONS

LORD CRATHORNE MR SEBASTIAN FATTORINI LORD HOPE OF THORNES

PRESIDENT

D. ASQUITH

HONORARY VICE-PRESIDENTS

P.V. ADDYMAN S. THOMAS

VICE-PRESIDENTS

M.J.HERON

MANAGEMENT BOARD

D. ASQUITH

G. BRANNAN D. BREAR

D. BUCK G. COOKSON K. COX

T. DRUMMOND (until 9.8.22)

G. EASTABROOK (from 11.6.22)

A. GIBSON R. HOYLE

A. MULLER I. ROBERTS

S. THOMAS M. TYLEE (until 11.6.22)

Annual Report & Accounts 2022

ANNUAL REPORT Page The Society ii Review of the year 1 We collect 2 We publish 4 We meet, we learn 7 We give 15 We communicate 16 ACCOUNTS Trustees' report Examiner's report Statement of financial activities Balance sheet Notes to the accounts

i

The Society

Objects

"The examination, preservation and illustration of the History, Architecture, Antiquities, Manners, Customs and Traditions of the historic county of York."

Operation

The Society is a charity and a company run by an elected Management Board who are its Trustees and Directors.

Enquiries

Our website provides several ways to contact the Society according to the nature of your particular enquiry. https://www.yas.org.uk

Alternatively please write to:

The Honorary General Secretary, Yorkshire Archaeological & Historical Society, Stringer House, 34 Lupton Street LEEDS LS10 2QW

E: secretary@yahs.org.uk

ii

Review of the year

As our accounts show, for the time being we remain in the fortunate position of having sufficient income to support our established and ongoing activities and to carry out one-off projects, albeit on a modest scale. However, last year rising prices returned to the economy and began to nibble at the value of the Society’s income. Officers have therefore begun to review our overhead costs.

Importantly, we also rely on people willing and able to give of their time and skill - to take on varying degrees of responsibility for tasks such as Society administration, communication with members, or short-term tasks. And there are vacancies for Trustees on our Board. Roles are negotiable so I’d be glad to hear from anyone wishing to discuss all or part of the foregoing.

479

INDIVIDUAL MEMBERS OF THE SOCIETY

621

COMBINED MEMBERSHIP OF OUR FIVE SPECIALIST SECTIONS

515

SUBSCRIPTIONS TO OUR JOURNAL AND RECORD SERIES COMBINED

Meantime, I leave you to read through the rest of this report.

David Asquith President@yahs.org.uk

1

We collect

SOCIETY COLLECTIONS REPORT

The pilot project begun last year to conserve two of the eighteenthcentury court rolls of the manor of Wakefield has been largely completed on our behalf by the conservators of West Yorkshire Archive Service, and has provided very useful information which will enable us to plan a major funding bid to conserve more of the rolls.

We are very grateful to Shirley Jones and Katie Proctor of WYAS for their invaluable help and advice. A video of the process was made by Society treasurer Kirsty Cox and will appear on our website soon.

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Court Roll conserved
and rebound
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We added two new items to our archives: a rental of the estates of Frances Mary Richardson Currer 1786-98 (YAS MD493) with a 50% grant from the Victoria and Albert Purchase Grant Fund. We are also grateful to Professor Richard Hoyle for help to acquire a collection of deeds relating to Hawksworth 1625-1706 (YAS MD494).

2

We collect

Society Collections Report (continued)

The very good news this year is that the cataloguing of our library books has been completed, and they are now available for use. Those on open access are mostly stored together in the Brotherton Library Main Building, Floor 1, and may be borrowed by members, along with the wider holdings of the Leeds University Library (for more information about how to borrow, contact the Hon General Secretary). Books reserved for reference only may be consulted by appointment in the Library Special Collections department. The catalogue for the whole library is online, and may be accessed via our own website (click on ‘University of Leeds Library’).

We have also made progress on updating access to the website originally produced in 2004 by the Heritage Lottery funded BradferLawrence project. The site contains much valuable information, and a complete digitised copy of the Fountains Abbey stock book.

Sylvia Thomas Hon Collections Liaison Officer

3

We publish

The Society’s publications have continued to sell steadily in 2022, with sales being slightly up on last year. The bestselling volume continues to be Life and Tradition in the Yorkshire Dales.

A new volume relating to Wakefield Manor Court, published in 2022, has also sold well. This volume, 'Transcriptions and Observations touching the Manor of Wakefield', is edited by Brian Barber, and consists of 40 documents compiled c.1630 when the Crown was planning to sell the Manor, with a further 16 documents dating to the 17th and 18th centuries.

The latest publication in the Record Series, The Metham Family Cartulary (Volume 167) edited by David Crouch, was published in December 2022. It presents the cartulary of one of Yorkshire’s leading medieval families, which can be traced back to the twelfth century, although the peak of its influence was in the early fifteenth century. This reconstructed version draws upon transcripts of the original cartulary made by the antiquarians Dr Nathaniel Johnston and James Torre in the late seventeenth century.

continues...

4

We publish

Publications report continued

This year has also seen significant additions to the Society’s digitized publications, provided free via Internet Archive. As well as a number of additional Record Series volumes, six out-of-print volumes from the monograph series have been made available. These are Volumes 1, 2 and 4 from the Yorkshire Archaeological Reports series, and Volumes 3, 4 and 5 from the Occasional Papers series.

Occasional Paper 3 is a special digital edition of "The Archaeology of Yorkshire - an Assessment at the Beginning of the 21st Century". It contains important updates provided by some of the original authors, and their colleagues and associates.

https://archive.org/details/yorkshire archaeologicalandhistoricalsociety

Ian Roberts

Hon Publications Officer

5

We publish

YORKSHIRE ARCHAEOLOGICAL JOURNAL

Archaeology papers in Volume 94 for 2022 reflected a range of topics and approaches, from a Late Prehistoric and Roman excavation report to a broad synthesis on cultural identity in Viking Age Northumbria, via the posthumous publication of important work by our late colleague Professor Jenny Price on Roman glass from Aldborough. We commissioned a further review article from Professor Martin Millett on the latest publication of the major developer-funded excavations along the A1 at Catterick.

There are four history articles. Philip Riden transcribed and contextualised a survey taken of Morthen manor (near Rotherham) in 1579, the original of which is in Nottinghamshire Archives. Drawing on the Bradfer-Lawrence collection in YAHS archives, Peter Holmes explores the career of Henry Newby (1699/1700-1769) as clerk, or steward, to the Currer family of Kildwick and York. Full-page colour portraits accompany Brian Barber’s tour of the portraiture on display at Doncaster Mansion House, with accounts of the subjects, and the circumstances in which the pictures were acquired. Edward Royle uses a document signed by a substantial number of Almondbury parishioners in 1866 to estimate literacy levels there, and asks what can be learned from it about literacy rates across that community.

Online access to articles in YAJ continues to grow, from 4027 downloads in 2019 to 7105 in 2022, an increase of 76%.

Authors considering writing for the YAJ are encouraged to contact the editors for advice: yajeditors@yahs.org.uk .

Gillian Cookson History Editor

Roger Martlew Archaeology Editor

6

We meet, we learn

PREHISTORY RESEARCH SECTION

In April our member Robert Thorniley-Walker led a walk to explore the landscape at Scarth Wood Moor, above Osmotherley, where Mesolithic flints and surviving earthworks are testament to a rich prehistoric landscape. Many of the sites are scheduled monuments, but the area has its challenges to their preservation from visitor pressure, agriculture, and climate change (Prehistoric Yorkshire No. 59, 2022, 13-29).

In July as a follow up to a talk by Beverley Still from Durham University (Project Director of the community project: ‘Exploring the Prehistoric Landscape of Upper Teesdale’), members were led around her excavations at Plover Hall, Gilmonby near Bowes. Her research aims to place the Gilmonby Late Bronze Age metalwork hoard within the context of this rich prehistoric landscape.

Members of several local societies and community groups begin a day of lidar training.

continues...

7

We meet, we learn

Prehistory Research Section continued

In November, two workshops were organised in collaboration with Historic England, on using aerial photographs and lidar for studying archaeological sites and landscapes. The training, funded by a grant from the YAHS Aerial Photography Fund, was aimed at supporting community groups and local societies in their research projects. The response to this initiative was most encouraging with fourteen groups and local societies participating.

In December our annual Joint Meeting with the Prehistoric Society heard two excellent presentations from Dr Gill Hey and Dr Jodie Lewis on “Recent advances in our understanding of the Neolithic in NW and SW England”. We welcomed Dr Alex Gibson to Chair the session and offer our congratulations to him as this year he received the esteemed award of the Grahame Clark Medal. Members received our annual journal Prehistoric Yorkshire, a special commemorative issue celebrating the Diamond Anniversary of its run, which began in 1963.

Quern Survey activities continued with 200 querns added to the archive - the total has now risen to 8,830. Some 13 queries from the public were answered in 2022 and two contractors requested assessments of their quern assemblages. Preparatory analysis of querns in East Yorkshire has been carried out, in anticipation that the data will be needed for the final report on the querns from Eastfield Farm, near Scarborough.

Yvonne Boutwood Chair, Prehistory Research Section

8

We meet, we learn

ROMAN ANTIQUITIES SECTION

We have tried live meetings again, unsuccessfully - more members joined online as has been the practice over recent years, but we are confident that this will eventually remedy itself. In addition, one of our speakers had technical difficulties although, thankfully, the lecture was given by our Chairman.

Meetings over the year have included

At the AGM, the Committee was returned to Office, and we would encourage anyone interested in joining it, to let one of us know. It is not a particularly taxing or onerous role and members can do as much or as little as they want, so please feel free to let the Secretary know.

Jo Heron Secretary

9

We meet, we learn

MEDIEVAL SECTION

During 2022, we continued to hold most of our meetings inline, including the AGM. The Officers were returned and we welcomed Kirsty Cox to the Committee, but we would like to issue an invitation to anyone interested in assisting with the running of the Section to contact the secretary for more information.

Unfortunately, due to circumstances beyond our control, we had to cancel a few meetings, but most went ahead with a wide variety of speakers and topics. These included:

We did, once again, hold our Christmas 'party' and it was very good to welcome a number of members following the December presentation. Section membership numbers grew a little during the year so we look forward with optimism to 2023.

Jo Heron Secretary

10

We meet, we learn

INDUSTRIAL HISTORY SECTION

Six talks were held in 2022 plus a members’ session. These were a mixture of in-person, Zoom and hybrid. The talks were as follows:

Thanks must go to Jane Ellis for arranging a good and varied programme and to our Vice-chair, John Suter, for his technical expertise (and patience when all was not well!) with regard to the Zoom and hybrid Zoom/in-person meetings.

Our new Newsletter editor, Andrew Milsom, produced three issues which were sent to members generally by email or in a few cases posted. Articles covered a wide spectrum of industrial topics, as always thanks go to Andrew and contributors.

continues.... ..

11

We meet, we learn

Industrial History Section (continued)

Industrial Heritage Online

As of December 2022, 10,624 site records and 4,744 images had been uploaded to IHO and I would like to thank everyone who has contributed site records of images during the past year. This represents a 20% increase in both the number of site records and images during the year.

Of these, 5,365 entries and 3,564 images are of sites in Yorkshire and the adjacent counties and some 88% of these have been reviewed and are available to the public.

During the year we have also had a number of enquiries from potential contributors and at present discussions are ongoing about them joining the project. If you would like to know more about the project and how you can help please contact us either via the web site or via email to John Suter: vicechair.ihs@yahs.org.uk

A new version of the software (2.6) was released in December 2022 and a further update is planned for later this year.

Finally thanks to the members and officials of the Section for their continued support in what has been a year of change but happily the Section continues to thrive.

Bill Jagger Chair, Industrial History Section

12

We meet, we learn

FAMILY HISTORY

SECTION

Thanks are due the small team of four members who continued to keep the Section running during 2022. The limited human resources available means we are a provider of lectures, a magazine publisher, and occasionally advice providers to those who are “stuck” in their researches. We need to be more than this if we are to stop the almost relentless decline in the scope of our activities.

Ancestry and Find my Past have cornered the markets for many Societies’ publications such as census data and birth marriage and death in civil and parish records, closing off an income source for the Section.

During 2022 the Section managed the direct day-to-day operation of the “Yorkshire Roots” website to raise the profile of the YAHS Family History on the internet, as well as supporting our services to members

The Section continued to exchange copies of its publication “The Yorkshire Family Historian” with other genealogical societies throughout the UK, Canada and Australia. The great majority of our exchange magazine partners now receive and take delivery of publications electronically rather than as printed materials.

The Section received a slow but steady flow of enquiries during the year, some of them asking for information well beyond our capabilities. Many of these were based in very little starting information (for example finding family ancestors back in the 1500 - 1600s). Some of the enquirers essentially asked us to carry out a free of charge genealogical research project; these were politely diverted to other providers.

continues...

13

We meet, we learn

Family History Section (continued)

The Lecture programme during 2022 covered a wide range of topics such as: Life and Death in Leeds’s Victorian Slums; Working Class Lives in Edwardian Harrogate; The Story of a Courthouse; and talks on Family History research methods. During 2022 lectures were delivered live at the Swarthmore Education Centre in central Leeds and by the Zoom meeting facility. There is a growing trend for speakers to use Zoom or charge extra travel costs to present live lectures. Unfortunately this trend reduced the opportunities for social intercourse among those holding a common interest in Family History.

Victorian Era Housing (Leeds City Libraries Leodis.net)

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Ledgard’s Place, Armley in 1957
prior to demolition
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Stonegate Place, Buslingthorpe
c. 1949 prior to demolitiont
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The Section continued its membership of the Family History Federations both in Yorkshire and nationally to maintain a contact with societies, topics and research resources on a wider scale.

J. Korna

Webmaster, Family History Section

14

We give

GRANTS AWARDED IN 2022

Of nine applications received in the year only one was rejected. A total of £5,858 was subsequently awarded.

Five grants were made from the main Society fund

Ian Roberts

Hon Grants Officer

15

We communicate

SOCIETY PROMOTIONS GROUP

Margaret Tylee, Honorary Promotions Officer, retired from the group; many thanks are due for her many years service and we wish her success in her various other activities.

The Society's two main lines of communication with members are the magazine ' Briefing' , edited by David Brear, and the more frequent emails issued by the Hon. General Secretary containing information of a more urgent nature. 'Briefing' is now issued mainly in digital form in place of print.

Work began to reconfigure the Society's website, driven initially by the need to provide a replacement for the 2004 Bradfer-Lawrence website, but also to include other additions to the range of information available to researchers via yahs.org.uk. This should bear fruit in 2023 and be followed by further developments in future. Limitations to volunteer time meant that action to develop Society membership had to remain in abeyance during the year. We hope to give higher priority to this area of work - not least because having more members would help maintain the value of income from subscriptions currently under pressure from inflation.

David Asquith President

16

Our resources online: 24/7, worldwide, free of charge

ON WWW.YAHS.ORG.UK

ON PARTNER WEBSITES

We are delighted to record our gratitude to all the institutions and individuals who have helped make this possible.

17

Yorkshire Archaeological and Historical Society

Charity number 224083

A company limited by guarantee number 00038346

Annual Report and Financial Statements

for the year ended 31 December 2022

Yorkshire Archaeological and Historical Society

Annual Report and Financial Statements for the year ended 31 December 2022

Contents Page
Trustees' report 2 to 6
Examiner's report 7
Statement of financial activities 8
Balance sheet 9
Notes to the accounts 10 to 15

Prepared by West Yorkshire Community Accountancy Service CIO

1

Yorkshire Archaeological and Historical Society

Trustees' report for the year ended 31 December 2022

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

The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates David Asquith President Kirsty Anne Louise Cox Treasurer Gary Robert Brannan David Brear Dr Gillian Cookson Terry Michael Drummond Appointed 9 August 2022 Gillian Ann Eastabrook Appointed 11 June 2022 Dr Alexander Myles Gibson Professor Richard William Hoyle Dr Axel Erhard Wilhelm Muller Ian Daniel Roberts Sylvia Thomas Margaret Ann Tylee Resigned 11 June 2022 Company secretary Dr David John Buck Charity number 224083 Registered in England and Wales Company number 00038346 Registered in England and Wales Registered and principal address Investment Managers Stringer House CCLA 34 Lupton Street Senator House Hunslet, Leeds 85 Queen Victoria Street LS10 2QW London. EC4V 4ET Bankers Virgin Money Barclays Bank plc NatWest Bank plc PayPal 20 Merrion Way 2 Churchill Place 135 Bishopsgate 5 New St. Square Leeds Canary Wharf London London LS2 8NZ London. E14 5RB. EC2M 3UR EC4A 3TW

Independent examiner Alan Dodd FCCA West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is a company limited by guarantee and was formed on 7 March 1893. It is governed by a memorandum and articles of association which were amended by special resolutions 25 March 1935, 29 April 1949. 24 October 1970, 19 June 1993, 26 September 2015 and 30 June 2018. The liability of the members in the event of the company being wound up is limited to a sum not exceeding ten shillings.

Method of recruitment and appointment of trustees

The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.

2

Yorkshire Archaeological and Historical Society

Trustees' report (continued) for the year ended 31 December 2022

Objectives and activities

The charity's objects

The objects for which the Society is established are:-

(a) The taking over of the property, effects, and liabilities of the present unincorporated Association known as The Yorkshire Archaeological and Topographical Association.

(b) The examination, preservation, and illustration of the History, Architecture, Antiquities, Manners, Customs, Arts and Traditions of the county of York; and especially the collection and preservation of books, pamphlets, manuscripts, deeds, engravings, drawings, coins, antiquities, and other objects relating to or bearing upon the History, Antiquities, or Topography of the county.

(c) The acquisition by donation, purchase, or otherwise, of a Library and a Museum, and the use, maintenance and extension of such Library and Museum.

(d) The holding of meetings for the reading of papers, the exhibition of antiquities, and other objects, and the discussion of subjects connected with any of the objects of the Society.

(e) The holdings of meetings at, and for the inspection and examination of places rendered interesting by their antiquities, architecture, or associations, or for any other reason.

(f) The acquisition by purchase, taking on lease, tenancy, or otherwise, of lands and buildings, and any other property, real and personal, for any estate, term, or interest, which the Society for the purposes thereof may from time to time think proper to acquire, and which may lawfully be held by them subject to the provisions of the 21st section of the Companies Act, 1862; and the re-sale, leasing, letting, management, surrender, or disposition of any such property for any of the purposes of the Society, or for any purpose which may be thought incidental or conducive to the attainment of any of the objects of the Society.

(g) The transcription, abstracting, reproduction, printing, publication, and sale of books, pamphlets, journals, transactions, prints, engravings, and other matters, by subscription or otherwise, and the payment of all usual and necessary expenses thereof.

(h) The borrowing of money for the purposes of the Society, and the execution of mortgages and other securities to secure the monies so borrowed, with interest thereon.

(i) The granting of money towards the cost of exploring and preserving ancient buildings and other objects of antiquity, or for the furthering of any of the objects of the Society.

(k) The doing of all other lawful things incidental or conducive to the attainment of the above objects or any of them.

The charity's main activities

The primary objective of the YAHS is the promotion of the study of Yorkshire’s past through archaeology and history.

Public benefit statement

In undertaking their responsibilities as trustees, and therefore in setting objectives and planning and overseeing the Society's activities, the members of the Management Board bear in mind the Charity Commission's general guidance on public benefit. In particular, bearing in mind the Society's primary objective to promote the study of Yorkshire’s past through archaeology and history, the trustees are confident that appropriate public benefit has accrued in the past year through activities such as the provision of public access to the Society's archives, the promotion of opportunities to learn about archaeology and history via conferences, lectures and exhibitions, and the availability of grant funding to support the archaeological and historical research.

The charity operates to advance the arts, culture, heritage or science and to advance education.

3

Yorkshire Archaeological and Historical Society

Trustees' report (continued) for the year ended 31 December 2022

Achievements and performance

The activities of the Society are aimed at fulfilling its aims and objectives. During 2022 the Society pursued these activities through its programme of lectures and other events, through the production of publications, and through the promotion of research into the archaeology and history of the historic county of Yorkshire via the award of grants and directly. Through its special interest Sections, the Society also once again catered for those people interested in studying and researching specific topics and periods. Many of the Society's activities had to be arranged online in 2022, due to the coronavirus pandemic, although it became possible for some lectures to be offered in person once more in the autumn.

The Society continued to publish new work in 2022. Volume 94 of the Yorkshire Archaeological Journal was prepared, although unexpected delays to the printing process meant that the volume was not issued until January 2023. A volume of Prehistoric Yorkshire was produced, as were further issues of the Society's magazine, Briefing (volumes 10 and 11) and an edition of Roman Yorkshire.

The lecture programme for the first half 2022 was delivered online due to the continuing coronavirus pandemic. These lectures again proved very successful, attracting overall more participants than had previously attended face-to-face sessions. To build on this success, a new series of online-only summer lectures was arranged on weekday evenings in August 2022 on topics including Migration from North Yorkshire to North America in the 18[th] and 19[th] centuries, a Later Prehistoric Ringfort and Sanctuary near Middleton on the Wolds and the Ryedale Roman Hoard. In the autumn, when it once again became possible to arrange in person events - almost all lectures were arranged as hybrid events – both online and face to face – to ensure that the new audiences attracted in 2021 continued to be reached.

The Society's Library and Archives are deposited on long-term loan in the Special Collections department of the University of Leeds Brotherton Library. The Archives are open to the general public, as well as to the Society members, but coronavirus pandemic restrictions had to be placed by the University on access to the archive collections, and for the first half of the year material could not be directly accessed. To partly alleviate these limitations, the University made arrangements for the free copying of some material, and online consultations with archivists enabled some research to continue. Access to the Society's library was, perforce, even more limited for the first half of the year for the same reason. Access to both the archives and the library became feasible once more in the autumn.

Grants were awarded by the Society to support the following activities:

  1. installation of new interpretation boards for the Roman Verbeia altar stone at Ilkley Manor House Museum (£1,200)

  2. costs of research visit to Hull in connection with a study into the history of the Conservative Right in the East Riding (£369)

  3. support for costs of obtaining C14 dates for finds from a Neolithic Saltern near Street House, Cleveland (£1,500)

  4. to the Corpus Vitrearum Medii Aevi (CVMA) at the University of York to assist with final photographic and design costs to publish a catalogue of the medieval stained glass of West Yorkshire (£2,000)

  5. costs of charcoal identification and sample selection by archaeo-botanist for Kipling House Farm excavation samples (£200)

  6. support for costs of C14 dates for samples from Kipling House Farm and for Nunburnholme hilltop enclosure excavations (£1,512 each).

4

Yorkshire Archaeological and Historical Society

Trustees' report (continued) for the year ended 31 December 2022

Financial review

The net expenditure for the year was £143,867, including net expenditure of £135,272 on unrestricted funds, net expenditure of £6,721 on endowment funds. and net expenditure of £1,874 on restricted funds after transfers.

The Management Board and its Finance Committee continue actively to seek and take advice on the best way to use the investments and income the Society receives. The major part of the Society's assets are now held in the COIF (Charities Investment Fund) of CCLA, as can be seen in the attached accounts.

In terms of the investments and the reserves, the objectives expressed by the Trustees was that the investments held should ensure, as far as is practicable, that the real capital value is at least maintained in the long term whilst also providing a sufficient income to ensure that the Society can adequately finance its charitable intentions. As an initial benchmark it was expected that a minimum net return of £20,000 would satisfy future income flow with costs of investment management covered before that net income.

In 2016 the Management Board, following Finance Committee proposals, decided that investments should, where practicable and efficient, be managed by third party experts. This approach continues.

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £113,067.

The Trustees consider that the Society should retain sufficient Reserves so that they can develop long-term strategies and short-term plans to implement the Society’s charitable objectives, without being hampered by financial restraints. The Trustees consider that Unrestricted Reserves at a minimum amount of £60,000 should be retained to cover the above requirements per annum.

5

Yorkshire Archaeological and Historical Society Trustees' report (continued) for the year ended 31 December 2022

Statement of trustees' responsibilities

The trustees (who are also the directors for the purposes of company law) are responsible for preparing the Trustees report and the financial statements in accordance with the applicable law and UK Accounting Standards.

Company law requires the trustees to prepare financial accounts for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for the year. In preparing these financial statements, the trustees are required to:

select suitable accounting policies and apply them consistently;

observe the methods and principles in the Charities SORP;

make judgements and estimates that are reasonable and prudent;

state whether applicable UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

prepare the accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial accounts comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (Charities SORP (FRS102)), and in accordance with the special provisions of the Companies Act 2006 relating to small companies.

approved by the board of trustees on 24/4/2023

David Asquith (Trustee)

6

Yorkshire Archaeological and Historical Society

Independent examiner's report to the trustees of Yorkshire Archaeological and Historical Society

I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 December 2022, which are set out on pages 8 to 15.

Responsibilities and basis of report

As the charity's trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Alan Dodd FCCA

24/4/2023

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

7

Yorkshire Archaeological and Historical Society

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 December 2022

Notes
2022
Unrestricted
funds
£
Income from:
Grants
(2)
-
Donations, legacies and Gift Aid
7,373
Sales, licence fees and royalties
13,026
Subscriptions
28,530
Investment income
37,869
Other income
-
Total income
86,798
Expenditure on:
Main Activities
Yorkshire Archaeological Journal
4,645
Subscriptions / donations paid
800
Grants awarded
8,293
Meeting rooms, lectures and excursions
2,491
Library and archive collections
17,947
Other professional services
391
Other printed publications
12,833
Digitisation and web services
8,763
Main Activities total
56,163
Administration
Administrative assistance
3,553
Rent, rates and utilities
5,264
Insurance
1,274
Telephone and broadband
913
Postage and stationery
1,381
Other charges
368
Printing and photocopying
815
Bank charges
340
Independent examination
2,250
Administration total
16,158
Total expenditure
72,321
Net gains/(losses) on investments
(149,749)
Net income / (expenditure)
(135,272)
Fund balances brought forward
1,362,299
Fund balances carried forward
(3)
1,227,027		 2022
Endowment
funds
£
-
-
-
-
2,722
-
2,722
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
(9,443)
(6,721)
66,805
60,084		 2022
Restricted
funds
£
1,250
-
-
-
-
-
1,250
-
-
-
1,874
1,250
-
-
-
3,124
-
-
-
-
-
-
-
-
-
-
3,124
-
(1,874)
9,714
7,840		 2022
Total
funds
£
1,250
7,373
13,026
28,530
40,591
-
90,770
4,645
800
8,293
4,365
19,197
391
12,833
8,763
59,287
3,553
5,264
1,274
913
1,381
368
815
340
2,250
16,158
75,445
(159,192)
(143,867)
1,438,818
1,294,951		 2021
Total
funds
£
4,633
(734)
5,860
24,952
35,982
9
70,702
4,600
802
5,021
1,547
25,730
421
12,487
6,870
57,478
4,466
4,613
1,041
820
3,031
35
-
340
2,250
16,596
74,074
136,212
132,840
1,305,978
1,438,818

All incoming resources and resources expended derive from continuing activities.

8

Yorkshire Archaeological and Historical Society

Balance sheet

as at 31 December 2022
2022
2022
Unrestricted Endowment
£
£
Fixed assets
Investments
(4)
1,113,960
50,065
Total fixed assets
1,113,960
50,065
Current assets
Debtors and prepayments
(5)
3,697
-
Cash at bank and in hand
123,348
10,019
Total current assets
127,045
10,019
Current liabilities:
amounts falling due within one year
Creditors and accruals
(6)
13,978
-
Total current liabilities
13,978
-
Net current assets / (liabilities)
113,067
10,019
Net assets
1,227,027
60,084
Funds
Unrestricted funds
1,227,027
-
Restricted funds
-
-
Endowment funds
-
60,084
Total funds
1,227,027
60,084		 2022
Restricted
£
-
-
-
7,840
7,840
-
-
7,840
7,840
-
7,840
-
7,840		 2022
Total
£
1,164,025
1,164,025
3,697
141,207
144,904
13,978
13,978
130,926
1,294,951
1,227,027
7,840
60,084
1,294,951		 2021
Total
£
1,248,217
1,248,217
2,471
207,318
209,789
19,188
19,188
190,601
1,438,818
1,362,299
9,714
66,805
1,438,818

For the year ending 31 December 2022 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).

The financial statements were approved by the board of trustees on 24/4/2023

David Asquith (Trustee)

9

Yorkshire Archaeological and Historical Society

Notes to the accounts

for the year ended 31 December 2022

1 Accounting policies

Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year. No changes have been made to the accounts for previous years.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Investments

Investments are stated at market value at the balance sheet date. The SOFA includes the net gains and losses arising on revaluations and disposals throughout the year.

Heritage assets

The Society has in its ownership various books and historical documents whether bought through appeals or gifts to it over the years. These assets, being of a historical nature, have not been included on the balance sheet. It is not practical to obtain valuations of such assets held. Historical books and documents are written off to the statement of financial activities on a receipts and payments basis when they are sold or acquired.

Expenditure and liabilities

Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.

Grants payable with performance conditions

Where the charity gives a grant with conditions for its payment being a specific level of service or output to be provided, such grants are only recognised in the SoFA once the recipient of the grant has provided the specified service or output.

Grants payable without performance conditions

Where there are no conditions attaching to the grant that enables the donor charity to realistically avoid the commitment, a liability for the full funding obligation must be recognised.

10

Yorkshire Archaeological and Historical Society

Notes to the accounts

for the year ended 31 December 2022

1 Accounting policies continued

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Tangible fixed assets

Tangible fixed assets (other than heritage assets) costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost on a straight line basis over their expected useful economic lives as follows:

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Endowment funds represent those assets which must be held permanently by the charity, principally investments. Income arising on the endowment funds can be used in accordance with the objects of the charity and is included as unrestricted income unless restrictions have been imposed by the donor. Any capital gains or losses arising on the investments form part of the fund. Investment management charges and legal advice relating to the fund are charged against the fund.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

11

Yorkshire Archaeological and Historical Society

Notes to the accounts continued

for the year ended 31 December 2022

2 Grants
V&A Museum
Marc Fitch Fund
3a Restricted funds
V&A Museum
Aerial Archaeology
Local History Publications
Yorkshire Quern Survey		 2022
Unrestricted
funds
£
-
-
-
Balance b/f
Incoming
£
£
-
1,250
7,901
-
222
-
1,591
-
9,714
1,250		 2022
Restricted
funds
£
1,250
-
1,250
Outgoing
£
1,250
1,874
-
-
3,124		 2022
Total
funds
£
1,250
-
1,250
Transfers
£
-
-
-
-
-		 2021
Total
funds
£
-
4,633
4,633
Balance c/f
£
-
6,027
222
1,591
7,840

Purpose of restriction

Fund name Purpose of restriction V&A Museum Towards the acquisition of the Currer Estate rentals book Aerial Archaeology For activities in this speciality Local History Publications To be used for purchases of books on the Tudor and Stuart period from funds provided by Mr R T Spence Yorkshire Quern Survey For activities in this speciality

Endowment funds
J D Hicks endowment fund
Elizabeth Exwood Memorial Trust
Fund name
J D Hicks endowment fund
Elizabeth Exwood Memorial Trust
Fixed assets investments
Balance b/f
Additions
Gain / (loss) on revaluation
Income generated
(Income transferred out)
Total		 Balance b/f
Incoming
Outgoing
Revaluation
and transfers
Balance c/f
£
£
£
£
£
44,682
2,194
-
(7,075)
39,801
22,123
528
-
(2,368)
20,283
66,805
2,722
-
(9,443)
60,084
Purpose of restriction
2022
2022
2021
Listed
investment
Total
Total
£
£
£
1,248,217
1,248,217
1,112,005
75,000
75,000
-
(159,192)
(159,192)
136,212
40,591
40,591
35,982
(40,591)
(40,591)
(35,982)
1,164,025
1,164,025
1,248,217
To be used for the purchase or repair of books, maps, pamphlets or
computer items.
To be used towards purchases for the society's library and new
publications in the society's "Record Series"

3b Endowment funds

4a Fixed assets investments

12

Yorkshire Archaeological and Historical Society

Notes to the accounts continued

for the year ended 31 December 2022

4b Analysis of investments
CCLA COIF Charities Ethical Investment Fund
CCLA COIF Charities Investment Fund
Preference shares
CCLA Claremont Investment
5 Debtors and prepayments
Debtors
Accrued income
6 Creditors and accruals
Creditors
Accruals
Deferred income		 2022
£
8,584
8,741
161,309
985,391
1,164,025
2022
£
197
3,500
3,697
2022
£
4,600
2,250
7,128
13,978		 2021
£
9,802
9,891
196,258
1,032,266
1,248,217
2021
£
171
2,300
2,471
2021
£
6,000
2,250
10,938
19,188

Deferred income comprises subscriptions and activities received in advance of their due date.

7 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

Other related party transactions

Other transactions with trustees or related parties
Professor Richard Hoyle
Trustee
Purchase of a survey of the
Estates of the Currer family
of Kildwick, Yorkshire by T.
Addison and G.Lang, 1771
Name of trustee
or related party
Relationship to
charity
Description of transaction		 2022
£
-
-		 2021
£
6,000
6,000

13

2021 Total funds £ 4,633 (734) 5,860 24,952 35,982 9 70,702 4,600 802 5,021 1,547 25,730 421 12,487 6,870 57,478
2022 Total funds £ 1,250 7,373 13,026 28,530 40,591 - 90,770 4,645 800 8,293 4,365 19,197 391 12,833 8,763 59,287
2021 Restricted funds £ 4,633 - - - - - 4,633 - - - - - - - 4,633 4,633
2022 Restricted funds £ 1,250 - - - - - 1,250 - - - 1,874 1,250 - - - 3,124
2021 Endowment funds £ - - - - 2,583 - 2,583 - - - - - - - - -
2022 Endowment funds £ - - - - 2,722 - 2,722 - - - - - - - - -
2022
2021		 Unrestricted Unrestricted funds
funds		 £
£		 Income Grants
-
-		 Donations, legacies and Gift Aid
7,373
(734)		 Sales, licence fees and royalties
13,026
5,860		 Subscriptions
28,530
24,952		 Investment income
37,869
33,399		 Other income
-
9		 Total income
86,798
63,486		 Expenditure Main Activities Yorkshire Archaeological Journal
4,645
4,600		 Subscriptions / donations paid
800
802		 Grants awarded
8,293
5,021		 Meeting rooms, lectures and excursio
2,491
1,547		 Library and archive collections
17,947
25,730		 Other professional services
391
421		 Other printed publications
12,833
12,487		 Digitisation and web services
8,763
2,237		 Main Activities total
56,163
52,845
2021 Total funds £ 4,466 4,613 1,041 820 3,031 35 - 340 2,250 16,596 74,074 136,212 132,840 1,305,978 1,438,818
2022 Total funds £ 3,553 5,264 1,274 913 1,381 368 815 340 2,250 16,158 75,445 (159,192) (143,867) 1,438,818 1,294,951
2021 Restricted funds £ - - - - - - - - - - 4,633 - - 9,714 9,714
2022 Restricted funds £ - - - - - - - - - - 3,124 - (1,874) 9,714 7,840
2021 Endowment funds £ - - - - - - - - - - - 2,557 5,140 61,665 66,805
2022 Endowment funds £ - - - - - - - - - - - (9,443) (6,721) 66,805 60,084
2022
2021		 Unrestricted Unrestricted funds
funds		 £
£		 3,553
4,466		 5,264
4,613		 1,274
1,041		 913
820		 1,381
3,031		 368
35		 815
-		 340
340		 2,250
2,250		 16,158
16,596		 72,321
69,441		 (149,749)
133,655		 (135,272)
127,700		 1,362,299
1,234,599		 1,227,027
1,362,299
Expenditure (continued) Administration Administrative assistance Rent, rates and utilities Insurance Telephone and broadband Postage and stationery Other charges Printing and photocopying Bank charges Independent examination Administration total Total expenditure Net gains/(losses) on investments Net income / (expenditure) Fund balances brought forward Fund balances carried forward

OFFICERS OF THE SOCIETY

Hon. General Secretary D. J. Buck (Acting) Hon. Treasurer K. A. L. Cox

Joint Hon. Editors G. Cookson (History, R. Martlew (Archaeology) Series Co-ordinators B.J. Barber (History) I. D. Roberts (Archaeology) Hon. Collections Liaison Officer S. Thomas Hon. Excursions Secretary Vacant Hon. Grants Officer I.D. Roberts Hon. Membership Secretary Vacant Hon. Publications Officer I. D. Roberts Chair, Promotions Group M. Tylee (until 11.6.22) Hon. Volunteer Co-ordinator B. Wassell

HON. SECRETARIES OF SECTIONS, ETC.

Parish Register Section P. M. Litton Editor, Record Series B. J. Barber (until 12.12.22) Assistant Editor Record Series C. Watson Wakefield Court Rolls Editor B. J. Barber Family History Section Vacant Industrial History Section (contact) M. Tylee (until 23.4.22) then J Suter (from 23.4.22) Medieval Studies Section J. Heron Prehistory Research Section R. J. Cruse Roman Antiquities Section J. Heron

REPRESENTATIVES OF GROUPS AND AFFILIATED SOCIETIES

East Riding Archaeological Trust T.G. Manby East Riding Archaeological Society R. Coates Forest of Galtres Society H. Kirk Harrogate Archaeological Society J. Heward Huddersfield & District Archaeological Society S. Harling Hunter Archaeological Society R. Morgan Ingleborough Archaeology Group C Howard Middleham & Dales Local History Society A. Keates Olicana Historical Society C. Farmer PLACE M. Atherden Pontefract & District Archaeological Society E. Houlder Scarborough Archaeological & Historical Society K. Johnston Skipton & Craven Historical Society K. Jackson Upper Wharfedale Field Society H. Dye Upper Wharfedale Heritage Group M. White Wakefield Historical Society P. Judkins Whitby Literary & Philosophical Society C. Kroebel Yorkshire Philosophical Society F. Chambers Yorkshire Vernacular Buildings Study Group M. Cook

CONTACT DETAILS

YAHS, Stringer House, 34 Lupton Street, Leeds, LS10 2QW Telephone: 0113 245 7910 (Answerphone)

Email

office@yahs.org.uk president@yahs.org.uk secretary@yahs.org.uk treasurer@yahs.org.uk Website: www.yahs.org.uk

LIBRARY AND ARCHIVES

The Society's Library and Archives are available at the University of Leeds Library, where they are held on long-term loan. The Society's Archives and the books in the Society's Library printed in 1850 or before are accessible in the Special Collections department of the University Library. For details or to search the catalogue go to: https://library.leeds.ac.uk/info/1500/special_collections

The post-1850 books in the Society's Library are available on the open shelves of the University of Leeds Brotherton Library, and all the other books in the University of Leeds Library are accessible to both YAHS members and members of other groups affiliated to the YAHS. Letters of authorisation to enable application for University of Leeds Library cards may be obtained from the Society's office.

OPENING TIMES OF LEEDS UNIVERSITY LIBRARY

Details of the location and opening times for the University of Leeds Library may be found via: https://library.leeds.ac.uk/locations

The location and opening hours for Special Collections may be found at: https://library.leeds.ac.uk/locations/special-collections

EVENTS PROGRAMME

Members are reminded that the Events Programme Year runs from September to August. Subject to the relaxation of coronavirus-related restrictions on meetings, almost all the lectures for the 2022-2023 academic year are expected to take place at the Swarthmore Education Centre, 2-7 Woodhouse Square, Leeds, LS3 1AD. The Membership Year runs from January to December and subscriptions for 2023 are due by 31 December 2022. The Yorkshire Archaeological Journal is published each year in August/September.