BuckiTrghamshirE Reord Society Trustees. Report for the yaer ended 31 Oecember 2024 The Charity is known as the 8uckin¢hamshire Record Socthand its registered charity number 262(MM SltUE¢UreO¥£rnan[cand Min4%enJeDt The Stsciety is Éoverned by tht Rults•dopted at the Annual Gener41 Meetyn85 in 1978 and modified in 1985, 2001 and 2016. The Saciety's principal address is Buckin¢hamthirÈ ArthN& County HalL A¥sbury. HP20 IUU The Society is mana8ed by an ExetutNe Cornrnittee consistin8 ol the Èx Off10 members under Soclety rule 5, tO8ether with 10 member5 who are ele onnvally at the Annual GeTheral Meetin8. Before beln¥ appointed the trustees are made aware of what 1$expted ofthtm. In settlni out objective3 and pl•nnlnsour KU¥lts we h•¥e slven fvIn$1deIItn ro ihe CharSty CommSsslon's8eneral ¢uldance ofi publk benefft. The prlncipal objects of the Socty are the publtshth& colknljn. pfe5eNatJon and Ilstlng of records ol ihe County of Buckin8harnshire. Trie SuLleLy ¥xlsL& Iu lildke Ili¥111sivIILsI recty> ul tsuLllr¥hdtn>lilr¥ d¥dll41)b¢ 10 111¢ general publlc. The benefit Is to the general publk as a wholè. The trustees are 5aii$fled with the results lor the yr Th• Extutiv Committ&• considrs th•t th• K•v•l of is •ppropiiat boarine in mind the fiurnbpf of publatio$ that are In the planninE stale and the proiett5which are yet to be completed. The trustees who served duiln8 the year are as follows.. Lady Howe- Presldent Roger Bettr1d8e Vlce Pre5Ideot Hu6h Hanley- Vte President died May 2024 Dr Eileen 5cartf - vre presideni Sir Edrnund vÈrnty- Vite President Professor13n Beckett Dr john Broad Chairman Mlchael Farlev Carys G¥d5den Jvlian Hunt DIGarry Marshall Professor Rosernary O'DIV catherine iaylor DT Davwl Thor Danlel Willkms Harry Ball. Hon Treawfer Salty Mason- Hon Secretary prDad Noy- Hon General Edrtor
Buckinghamshire Record Society Statement of Financial Activities For the year ended 31 December 2024
Buckingham5hire Record Society. Contents Page Trustees, Report Statement of Financial Activities Balance Sheet Notes
Èuckinghamshire Reord society Trustees, Reportfor theyger ended 31 December 2024 The Charitv is known èsthe Buckinqh3mshi¥e Retord SottYand its re¢tstered charity number is 262004 Strutture. GoverrbrK¢ and ManaB¢ffl¢_nl The society 15 8overned b¥the Rulesadopted ai the Annual General N4eetin65 ID 1978 and modified in 1985, 2)1 and 2016. The Socth's orin¢iwl addre55 1$ 8ucknn8ham5hire ArchNes. Ccrtjnty Hall. AylE5bvry. HP20 IUU BeulliQnL Indu£ik¢n and TfaininR ofTru51ees The Society 15 rn3n4ged by an ExecutNe Cornrnittee con515tin8 ol the ex officio member5 under Society rule S. tO8ether with 10 mernber5 who ore elerted annually at the AThnual General Meetin8. Belore bein8 appointed the trustees ère made aware of whatls expetted olthem. the Pu In settin8 OutobjecteS3nd plannlng our we ha¥e en carelul consldefatlon to the Charlty Comrnisslon's yneral 4uldan(e on publk benefiL The prlncipal objects of the Soclety are the publthln& collectknn. preserVatn and Ilstlngof records of the County ef Bcnghamshire. Charity's Activitles andAthieyemw)Es The Society e¥ists to rnake the historic51 recordsof 6uckinghamshire available to theKeneril public. The beneftt is to the ¥eneral publk as a whok. The trustees are sèrisfd with the ie5utts for the year Th Fxprutlv+ committ tonSer$ thit lh r1•5 is ppropnat• bariA¢ In mind the number ol publicat105that ore in the ponIng 5ta8eand the proiectswhich ore yet to be cOmped. The trustees who seNed durinethÈyear •rt as folk)ws'. Lady Howe- President Ro8er Bettridge- VKe President Hu8h Han1- Vit• Pr£id•nt - di•d 2024 Dr Eileen Scèrff - Vice President Sir Edmund Verney- Vice President Professor lan Beckett Dr John Broad- Chalrrnan Michael Farley Carys Gadsden Julk7n Hunt Or Garry Marshall Profs£or Ro%*mary O'Dav Catherine Taylor Dr David Thorpe Daniel Willrdms Harry Ball. Hon Treasurer Salty Mason- Hon Secretary Dr David Noy- Hon General Editor
Buckinghamshire Record Society StiemeDt of Financial Acti%ities For tht )'tar tDdtd JI Deiember 2024 I'ttr tts31 DEtembEr2•24 I'tr ioJI Doe 2023 Tth Crtneral R<r FUTh FuThJ Fuj INC"UMING RESOURCES Incornin8 R<sou IMlilulxM¥ IrIn¢T realere&Tr subxriF4IU GrJrt5 . BwkinArn5hir¢ cl11 ?3J I.C-Y Insen¢ Irbrn¢ 111k1 & Ru8by Bu1hli IT60rt filxn lharlthbk'fn (IFrtr Incornin& Rcgjurc SAk)ol'Volum¢s 74J 74JSb 2.541 J2 623 Trol R¢xwJrc .XPLNDrruRE vdvme42-i)TrtJth Po$ts8e and puckin8 7216 7210 637 tir4ni' Iliddcn Iluckl" r)IlIstln ot'vrli¢rvdun 3287 2.969 P4)pl cha¢8e5 IThJep¢r¢t EA#rnint¢s Ftt Insura¢ 371 Sundryc¥F¢nxs ILIDI ExpcThJitu 773 Unreal1 8ains M InKs¢nbtnbtttsits Nei Mowrnen¢ ofF 741 4.744 74.3M 5.803 125 is.o 153.$ 17.2U B1Crned 23.54J
Shttl.45.41315i DtttmbEr2024 .4131 Ikttmbtr 2fy14 Aijl DÉctMthr21123 FIXED ASSF.TS InNrnirnemsoi Mwkd Vptue COIF ALiumvlatJon L?.123 49.000 16.140 05 740 CIIRRF.NT ASSFTS DebrS PayThents In ad¥ue AELiwd IrKoTn¢ Cp5h 01 Bank In 39 249 11rt.¥14 144 J.éJp TOTAL LURRINT ASSErs 43.805 CIIRRkN'I' LIABIUTI(S PaenLI icieived ID tyJvFKKe Creditn Ai¢ruAIs Fundsderthitd Wilht kniely 378 484 922 485 NP.TCIIRRL.NT A&5L.'rs 112.401 42.5111 'I(I'IAI. NSL-l$ I.1.-4% LURRI.-NT I.IAR]LrriF.S 112.191 In8.021 NF.'r A%41."rs OTFII..R INCUMI FUNDS 112.891 1116.027 182.891 108.627 Thttt fitWi415TRtrmenL Wtrt 1nds1ty. ,(1 john Bm RHBl
ThEChar1ty15IPubkAEMfrtEntity&frt b InwstwTs • Gr•nUkAb 6ryThti rff•lw•d I Pew¢tsEpeftd 4aritvII I¥3•24 744 E7Q4 .Aii 10? AEuwd InEr 7.AMWolFuA* 79 A¢mrdshJr¢M•rl £1.¥63
Buckinghamshire Record Society Year ended 31 December 2024 NOTES Records Purch4se Fund - in¢erest alloc4lion H & R at varying interest rates: l Jan 24 to 23 Au8 24 24Aug 24 to 21 Sep 24 22 Sep 24 to 28 Nov 24 29 Nov 24 to 31 Dec 24 23G23 @4.OJ% 23623 @ 3.8% 23564 @3.8% 23564 @ 3.6% 71.13 155.29 76.70 884.39 Bank etc account balance5 ai 31 December 2024 Natwesi Current a¢counl Hinckl¢y & Rugby BS Paypal 1.430 108.209
Buckinghamshire Record Society
Independent Examiner’s Report to the trustees on the accounts
for the year ended 31 December 2024
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The report covers the accounts for the year ended 31 December 2024 as set out in the following pages.
Respective responsibilities of trustees and examiner
The trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required under section 144(2) of the Charities Act 2011 (the Act) and that an independent examination is needed.
It is our responsibility to
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examine the accounts under Section 145 of the 2011 Act
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to follow the procedures laid down in the general directions given by the Charity Commission under section 145(5)(b) of the 2011 Act and
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to state whether particular matters have come to my attention
Basis of Independent Examiner’s report
Our examination was carried out in accordance with general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the 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 accounts present a true and fair view and the report is limited to the matters set out in the statement below.
Independent Examiner’s Report
We have completed our examination and confirm that no material matters have come to our attention in connection with the examination which gives us cause that in any material respect
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the accounting records were not kept in accordance with Section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a “true and fair” view which is not a matter considered as part of an independent examination.
We 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.
David Griffiths and Co 3 Church Street Aylesbury HP20 2QP