| Page | |||||
|---|---|---|---|---|---|
| Report ofthe | Trustees | 1 | to | 5 | |
| Independent | Examiner's | Report | |||
| Statement of | Financial | Activities | |||
| Balance Sheet | |||||
| Notes tothe | Financial Statements | 9 | to | 15 |
| applicable to charities preparing their accounts in accordance with the Financial Re UK and Republic of Ireland (FRS102)(effective 1 January 2019). |
applicable to charities preparing their accounts in accordance with the Financial Re UK and Republic of Ireland (FRS102)(effective 1 January 2019). |
p | o | rting | S | tanda | rd | ap | pli | cable in |
the | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OBJECTIVES AND ACTIVITIES | ||||||||||||||
| Objectives, activities and achievements | ||||||||||||||
| The objectives of the Hampshire Genealogical Society (HGS), as set out in the |
Constitution, | are | to advance | the | ||||||||||
| education | of the public in the study of genealogy/family history, with particular reference |
to Hampshire. | In | furtherance | of | |||||||||
| this the Society: | ||||||||||||||
| a) | Promotes the study offamily history and provides information and education |
services | to facilitate | this | ||||||||||
| study. | ||||||||||||||
| b) | Holds lectures, meetings and discussions on subjects relating to the study of |
family history, | and | in | ||||||||||
| Hampshire in particular. |
||||||||||||||
| c) | Collects, publishes, co-ordinates and makes accessible, in the interest ofgenealogy, |
documents | or | |||||||||||
| records relevant to family history in the county ofHampshire. |
||||||||||||||
| The main | activities and achievements during the year were: |
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| Group meetings and governance meetings have been maintained throughout |
the year using | a mix | of in | |||||||||||
| person and zoom meetings. | ||||||||||||||
| Manning a successful help desk at Hampshire Record Office (HRO) providing |
assistance to | research | ||||||||||||
| family history. We have now expanded the days we offer this assistance. |
||||||||||||||
| Maintaining the successful Partnership with the HRO and continuing to hold |
monthly | meetings to | monitor | |||||||||||
| the Partnership. | ||||||||||||||
| IV) | Providing ten Area Group monthly meetings in locations throughout Hampshire. |
The | National | and | ||||||||||
| International Groups continue to meet regularly via Zoom. |
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| V) | Liaison with local libraries to provide a family history help service. |
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| VI) | Publication ofa quarterly journal 'The Hampshire Family Historian'. |
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| VII) | Running a successful website for the Society at www. hgs-familyhistory. corn. |
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| VIII) | Successful Conference Day and AGM held at Botley Park Hotel in 2022. |
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| IX) | Participation in 'virtual' and in person Family History fairs that has generated |
revenue | and new members. | |||||||||||
| X) | Participation in meetings with the Family History Federation. |
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| XI) | Baptism, marriage and burial CDs, also Memorial Inscription CDs produced |
for resale. | ||||||||||||
| XII) | 115th and final edition in the Village Booklet series which are produced either |
as hard | copies | oras | ||||||||||
| via email. | ||||||||||||||
| XIII) | Increase ofonline sales ofCDs and also membership via PayPal and Stripe. |
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| XIV) | HGS stock continuing to be sold through Parish Chest. |
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| XV) | Continuing requests via the website to the Research Centre by non-members |
and members | for help with | |||||||||||
| research and general enquiries. | ||||||||||||||
| XVI) | Additional datasets such as 'Britons Dying Overseas' being made available |
in | the Members' | Area | on | |||||||||
| Website. | ||||||||||||||
| XVII) | Memorial Inscriptions throughout the county are being updated with a master |
index. | ||||||||||||
| XVIII) | The Media sub-committee continues to meet. |
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| XIX) | The Facebook presence continues to provide publicity for the Society along |
with media broadcasts | on | |||||||||||
| local radio. | ||||||||||||||
| A significant amount ofwork has been undertaken to create an extensive display to be held |
in the HRO | |||||||||||||
| Foyer during January and February 2023. |
||||||||||||||
| XXI) | HGS Reference Library updated and audited with the latest version uploaded |
to the | Members' Area. |
| 2022 | 2021 | ||||
|---|---|---|---|---|---|
| Unrestricted | Total | ||||
| fund | funds | ||||
| Notes | 6 | 6 | |||
| INCOME AND ENDOWMENTS | FROM | ||||
| Donations and legacies |
65,457 | 32,098 | |||
| Other trading activities |
11,782 | 13,524 | |||
| Investment income |
109 | 7 | |||
| Other income | 616 | ||||
| Total | 77,348 | 46,245 | |||
| EXPENDITURE ON | |||||
| Raising funds | 1,109 | 1,920 | |||
| Charitable activities |
|||||
| Genealogical activities |
35,780 | 34,862 | |||
| Other | 13,518 | ||||
| Total | 36,889 | 50,300 | |||
| NET INCOME/(EXPENDITURE) | 40,459 | (4,055) | |||
| RECONCILIATION | OF FUNDS | ||||
| Total funds brought | forward | 78,270 | 82,325 | ||
| TOTAL FUNDS CARRIED FORWARD | 118,729 | 78,270 |
| BALANCE SHEET 31DECEMBER 2022 |
||||
|---|---|---|---|---|
| 2022 | 2021 | |||
| Total | Total | |||
| funds | funds | |||
| Notes | 8 | E | ||
| FIXEDASSETS | ||||
| Tangible | assets | 12 | 1,019 | |
| CURRENT ASSETS | ||||
| Stocks | 13 | 4,096 | 3,973 | |
| Debtors | 14 | 38,187 | 2,918 | |
| Cash at | bank and in hand | 77,839 | 72,902 | |
| 120,121 | ||||
| CREDITORS | ||||
| Amounts | falling due within one year | (2,758) | ||
| NET CURRENT ASSETS | 117,383 | |||
| TOTAL | ASSETSLESSCURRENT | LIABILITIES | 118,729 | 78,270 |
| NEf ASSETS | 118,729 | 78,270 | ||
| FUNDS | ||||
| Unrestricted funds |
118,729 | 78,270 | ||
| TOTAL | FUNDS | 118,729 | 78,270 |
| Direct | Direct | Support | ||||
|---|---|---|---|---|---|---|
| Costs | (see | costs (see | ||||
| note 6) | note 7) | Totals | ||||
| 6 | F | |||||
| Genealogical | activities | 17,216 | 18,564 | 35,780 | ||
| DIRECT COSTS OF CHARITABLE ACTIVITIES | ||||||
| 2022 | 2021 | |||||
| 6 | ||||||
| Journal | 11,073 | 10,114 | ||||
| Group expenses | 6,143 | 4,044 | ||||
| 17,216 | 14,158 | |||||
| SUPPORT COSTS | ||||||
| Governance | ||||||
| Management | Finance | costs | Totals | |||
| 6 | 6 | 5 | ||||
| Genealogical | activities | 14,143 | 870 | 3,551 | 18,564 | |
| Support costs, included | in the above, are as follows: | |||||
| Management | ||||||
| 2022 | 2021 | |||||
| Genealogical | Total | |||||
| activities | activities | |||||
| E | 6 | |||||
| Administration | costs | 1,080 | 1,545 | |||
| Office costs | 10,731 | 13,499 | ||||
| Insurance | 360 | 1,469 | ||||
| Website costs | 1,521 | 360 | ||||
| Legal fees | 1,020 | |||||
| Depreciation | oftangible | assets | 451 | 178 | ||
| 14,143 | 18,071 | |||||
| Finance | ||||||
| 2022 | 2021 | |||||
| Genealogical | Total | |||||
| activities | activities | |||||
| 6 | ||||||
| Bank charges | 221 | 50 | ||||
| Card payment | charges | 649 | 653 | |||
| 870 | 703 |
| 2022 | 2021 | |||
|---|---|---|---|---|
| Genealogical | Total | |||
| activities | activities | |||
| 6 | 6 | |||
| Independent | examiners fee | 1,144 | 1,024 | |
| Trustees and | committees | 1,584 | ||
| Affiliations | and conferences | 795 | 766 | |
| Trustee travel | 28 | 140 | ||
| 3,551 | 1,930 | |||
| OTHER | ||||
| 2022 | 2021 | |||
| 6 | 6 | |||
| Relocation | costs | 13,518 |
| COMPAR | ATI | VES FOR THE ST | ATEMENT OF FINANCIAL ACTIVITI | ES |
|---|---|---|---|---|
| Unrestricted | ||||
| fund | ||||
| 6 | ||||
| INCOME | AND ENDOWMENTS | FRONI | ||
| Donations | and legacies | 32,098 | ||
| Other trading | activities | 13,524 | ||
| Investment | income | 7 | ||
| Other income | 616 | |||
| Total | 46,245 | |||
| EXPENDITURE ON | ||||
| Raising funds | 1,920 | |||
| Charitable | activities | |||
| Genealogical | activities | 34,862 | ||
| Other | 13,518 | |||
| Total | 50,300 |
| HAMPSHIRE GENEALOGICAL SOCIETY | HAMPSHIRE GENEALOGICAL SOCIETY | |||||
|---|---|---|---|---|---|---|
| NOTES TO THE FINANCIAL STATEMENTS - continued | ||||||
| FOR THE YEAR ENDED 31 DECENIBER 2022 | ||||||
| 11. | COMPARATIVES FOR | THE | STATEMENT OF FINAhICIAL ACTIVITIES - continued | |||
| Unrestricted | ||||||
| fund | ||||||
| F | ||||||
| NET INCOME/(EXPENDITURE) | (4,055) | |||||
| RECONCILIATION | OF | FUNDS | ||||
| Total funds brought | forward | 82,325 | ||||
| TOTAL FUNDS CARRIED FORWARD | 78,270 | |||||
| 12. | TANGIBLE FIXEDASSETS | |||||
| Computer | ||||||
| equipment | ||||||
| F | ||||||
| COST | ||||||
| At 1 January 2022 | 1,758 | |||||
| Additions | 798 | |||||
| At 31 December 2022 | 2,556 | |||||
| DEPRECIATION | ||||||
| At 1 January 2022 | 739 | |||||
| Charge for year | 451 | |||||
| At 31 December 2022 | 1,190 | |||||
| NET BOOKVALUE | ||||||
| At 31 December 2022 | 1,366 | |||||
| At 31 December 2021 | 1,019 | |||||
| 13. | STOCKS | |||||
| 2022 | 2021 | |||||
| 6 | 6 | |||||
| Stocks | 4,095 | 3,973 | ||||
| 14. | DEBTORS:AMOUNTS | FALLING DUE WITHIN ONE YEAR | ||||
| 2022 | 2021 | |||||
| 6 | 6 | |||||
| Trade debtors | 49 | 49 | ||||
| Other debtors | 35,714 | |||||
| Prepayments | 2,424 | 2,869 | ||||
| 38,187 | 2,918 |
| 2022 | 2021 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| F | ||||||||||
| Trade creditors | 1,554 | 1,356 | ||||||||
| Other creditors | 1,204 | 1,186 | ||||||||
| 2,758 | 2,542 | |||||||||
| 16. | MOVEMENT | IN FUNDS | ||||||||
| Net | ||||||||||
| movement | At | |||||||||
| At 1.1.22 | in funds | 31.12.22 | ||||||||
| 6 | F | 6 | ||||||||
| Unrestricted | funds | |||||||||
| General fund | 78,270 | 40,459 | 118,729 | |||||||
| TOTAL FUNDS | 78,270 | 40,459 | 118,729 | |||||||
| Net movement | in funds, | included | in the above | are as follows: | ||||||
| Incoming | Resources | Movement | ||||||||
| resources | expended | in funds | ||||||||
| 6 | 6 | |||||||||
| Unrestricted | funds | |||||||||
| General fund | 77,348 | (36,889) | 40,459 | |||||||
| TOTAL FUNDS | 77,348 | (36,889) | 40,459 | |||||||
| Comparatives | for movement | in | funds | |||||||
| Net | ||||||||||
| movement | At | |||||||||
| At 1.1.21 | in funds | 31.12.21 | ||||||||
| F | E | |||||||||
| Unrestricted | funds | |||||||||
| General fund | 82,325 | (4,055) | 78,270 | |||||||
| TOTAL FUNDS | 82,325 | (4,055) | 78,270 | |||||||
| Comparative | net movement | in | funds, | included | in the above are as followK | |||||
| Incoming | Resources | Movement | ||||||||
| resources | expended | in funds | ||||||||
| Unrestricted | funds | |||||||||
| General fund | 46,245 | (50,300) | (4,055) | |||||||
| TOTAL FUNDS | 46,245 | (50,300) | (4,055) |