REGISTERED CHARITY NUMBER: 0288805 REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024 FOR THE ORAL HI￿ORy SOCIETY Presto￿$ & Jacksons Partsjership LLP 364- 368 Cranbrook Road llford Essex IG2 6HY THE ORAL HISTORY SOCIETY CONTENfs OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024 Page Ch*lnDan'J Report Report of ¢b¢ Trn8ttts JDdepeDd¢Dt ELgmlner's Report St•tement of Fln*n¢l*l A¢tfvl¢l¢4 St*temen¢ of FID*ncl*l Pojltlon 10 to 11 Notu to the FinaDci*I S¢#tem¢nts 12 to 16 Det•lled St*¢¢meDt of Fln*Del*l Aedvltles 17 10 18 THE ORAL HISTORY SOCIETY CHAIRMAN'S REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 My re￿rt will Provide An overview of what has been a successful and prThJuciiv¢ year for th¢ Society, aithough li musl be seen against a backdrop of cuts io the museums. archives and university sectors causing uncertainty and pressure, not only for those working in tIw)5e sector5 bul our fTe¢lane¢ colleagues who have also boTne the brunt of ￿st those who have donated to the OHS Future Fund which now totals in excess of £5k and aims to siipport r¢markable volLtnteers to fund training courses, attend Conferences and meet others to exchange knowledge, in Tecogniiion of their outstanding contribution to the Society. We are exK*ctin8 to be able to award ow first wts quite soon as the Fund grows. Every year the Sociery has to demonstrate io our auditors that we are a 'going concern,. This means not only looking at our cur￿n[ financial position bui being aware of and addressing Tisks facing the Society in the future. There are three that we have been addressin8 with tsn8ible progress in 2024. The firsl is lo mili8ate against any redu¢lion in membership ￿ annual sub￿riptio￿% are our main source of income. The good news 1$ that membership reached a five-year high of 955 in 2024. driven larg¢ly by increws in p¢rsonal memberships both in the UK and abroad. While instilulional m¢mberships declined, the rise in individual members marked a shift in membership dynamics. The new rollin8 membership model has reduced se￿nal variation, helping slabilise income throughoui Ihe y¢ar. Our strategic review in 2023 prioritised making joining easier and better ¢ommunicwing member benefits. This has been ihe responsibility of the Membership Review Group and their work has already contribuled to A noticeable increL8e in sign-ups, particularly in wtumn 2024. A major sirategic Shift the decision to bring membership managemeni i￿house. Although the Society had a long-standing partnership with Webs¢ribe, an external provider. Ihe Board opted for a more flexible 8nd ¢05t*ffeclive sysicm. A web designer is scheduled io begin building ihe new system in September 2025. This change will also allow mor¢ tsilored digital benefits for members. New membuship tiers have been iDtrnduced to distinguish between library subscriptions and individual or group memberships with aceess to OHS benefits. These changes are supported by revised communicatiorLS, including 4 new le&fl¢t written in a more engaging lone. While we were sony to see the departure of our Membership Secretary. Jodie Neville. her colltribuiions laid the groundwork for the new system and Polly Owen has kindly agreed to monitOT our m¢mbership dats on an inierim basi4 pending the appointment of Jodie's replacement. Page I THE ORAL HISTORY SOCIETY FOR THE YEAR ENDED 31 DECEMBER 2024 One of the Society's bigg¢sl sources of expendirure and he￿¢ risL is our wnference, largely a great de￿ of voluntary effort on ihe part of ihe organising ¢ommittee ably supwyrted by our eonference manager. Polly Owen. In 2024 we decided to experiment with a different format 4nd on 6 July 2024, in partnership with National Life Stories at ihe British Library. we held our rust Oral History Festival. This one41ay event replaced the annual OHS conference for 2024 and Co￿11sted of a series of participatory s¢s$ions exploring a variety of topics relating to oral history iheory and pra¢tice. We received forty-fiye applications for session ideas and the day saw twenty-five sessions run on a variety of topics showcasing many innovative ideas to encourage listenin& dIsc￿￿10n and reflection. Held ￿ the British Library, the event wa5 & resounding success with oveT 140 allendees And the feedback was excellent - fulfilling our aim Ihat the workshops should pennil ev¢ryone to pariicipate, whether they had experience in the field of months or decades. As it a one4lay evenL this reduced attendan¢¢ ¢osls with 8 lower fee and the majority of attendees did not need to fund overnight accommodation. In 2025 the OHS will stt a relurn to the traditional two-day conferen¢¢ (run in partnership with the Scottish Oral History Cenlr¢ gnd th¢ Scottish Oral History Group) but we will hold a Festival again in 2026 - aiming to alternate each summer ben¥een a two4ay Confe￿nce and one-day festival. A fin81 risk fd lik¢ to highlight is the growing demand for our services whi¢h put enonnous pressure on a number of very active volunleers. Where il has been possible from a financial PDint of view we have employed staff to undertake some of that WOTk where ihere are particular pre$5ure points. such as bookkeepin& website maintenance and events mana8¢menL We have been cautious in our approach. always looking to support volunleers and off¢r an excellent service lo the ornl history community. It has worked so far ￿ the financial and membership figures indicate bul it is an area of ¢xpendilure that requires us to be vigilant. Efforts to improve website a¢cessibilily are ongoing following feedbxk about challenges for users With disr4biliti¢s. An acc¢ssibility widget has been added. and the Society is striving to meet WCAG standards despite limited reyources. A key achievement this year w&$ the development of a 'DOn￿e, page and updaled guidance on funding for oral history projects. Be￿ten April 2024 and Mar¢h 2025, 68,000 5e55ions were recorded on the OHS website, reflecting its rol¢ Ls a hub for advice, trainin& and oral history ¢onl¢nt. Popular pages continue to include training courses. job listings. and ihe joumal. New blog posts and articles are drawing increasing traffic, suggesting growing ¢ngJgement from practitioner5 and readers. The Society's journal rem&ins a cornerstone of its publi¢ oTrJ scholarly engagement. In 2024. the editors published its first online-only digital I￿UC (5213) based on the National Lif¢ Siori¢s International Symposium held in ihe summer of 2023. This experiment with digital publishing featured inleraclive contenL including full-colour images and audio clips, and received p)sitive feedb4¢k Print editions continued with the themes foal and Community (5Y2) aThl 'Aft¢rMaI￿S, (5311), offering rich scholarly in3ights. The journal a150 maintained its commitment to foregrounding praclilioner news, which continues to be valued by Teaders. ch￿Se5 lo the editorial teom in¢l￿ed ihe departure of Siobhan warringto￿ who had expanded the journal's international correspondenl network. Emma Jillin&s and Verusca Calabria will jointly lake over her rol¢. N¢w appointments included Chandan Mahal as LeamTng Editor. Heather Norris Nicholson is leading a forthcoming special i55ue on Climate change in collalKTrration with th¢ Society'5 Climale and Environment and Climate Crisis Special Inter£￿ Group (SIG). Page 2 THE ORAL HISTORY SOCIETY FOR THE YEAR ENDED 31 DECEMBER 2024 The journal has expanded its online ￿esence, publi5hTng moTe articles and reviews through 'Oral History Online,. allowing f￿ter dissemination of WOTL Reviews in the print journal are now focused on longer thematic essays. The publi¢ history section continues to grow. although a vacancy aro3¢ following Abi Hunvs deparnjre. The editors encouTage wider participation and welcome contributions from oral historian5 all stages of their work. In 2024. th¢ Regional Network intr(Mluced a rotation model for the Nettvork Regional Advisers c(￿rdInatorS mle. enabling rnore equitable parti¢ipation. The OHS Regional Adviser Network (RAN) now Comprises twenty-five advisers sp￿d across twelve UK region& offering support, exp¢rtise, and guidance in oral hI￿ory. Their annual meeting in March 2025 at Nottingham Trent Univ¢rsity. therned 'Oral History and Health,, featured in5ighiful presentations on lopics including mental health, etml-of-life iffler¥iewing. and trauma in Oral histories. These events facilitated p¢er learning and showc&sed the therapeutic and documentary value of OTal history, particularly in healthcare conlexts. The RAN database, launched in March 2024, has captured over IIK) hours of advi50ry worK improving transparency aTrJ helping tr￿k ¢nquiri¢s. Monthly virtual dropins hosted by IiAs have also b¢come valuable forums for knowledge exchange. The S(Kiety ¢ontinues to re¢rnii new Advisers lo fill vacancies and strengthen regional repr¢$cnt8tion. Training remains 8 Vital strand of the Societ￿5 activity. delivered thTOU8h lis partnership with National Life Stories. In 2024, the Society ran 126 training sessi(K]s for 1,110 participants. Th¢s¢ in¢luded both in-person and virtual formats. reaching a broad 8udien¢¢ across th¢ UK and internationally. New venues were added in Leeds End Bristol. with further expansions planned for 2025. A major innovation for 2025 is the course life Story Interviewing Near the End of Life.. rep18¢in8 Ihe earlier palliative care training. The curriculum dresses dhical and pracli¢al challenges in working with ierniinally ill interviewees. with three se$5i0ns planned for the coming year. Feedba¢k from training partiGipants highlighted thc accessible and empowering approach of trainers. Testimoniais praised the sessions for transforming attitude5 toward interviewin& improving listening skills, 2nd enhancing confidence. Tailored training rcm8ins a flexible offer for ¢otnmunity and international groups. This yeaes irnining leam. coordinated by Camille Johnston. includes seasoned professionals who ¢onlinue to r¢fin¢ ihe curriculum. Over the course of the y¢gr. the Society hos rebrand￿ its publi¢iry efforts and expand¢d its r¢ach on platforn)s like Link¢dln and FaceiKK)k. In res￿nse io safety and content concerns. OIIS paused activity on X (fomerly Twitter) across its main accounl and Special Interest Groups. A new presence on BIu¢5ky is being considered. Linkedln followers grew 330% to 357 since February 2024. and Facebook saw modesi growth to 3.948 followers. The Mailchimp e•newsletter now reaches 1.591 sub5crib¢rs with on impr¢$sive 47% open rate. significantly above the nonprofit industsy average. High click-through rates and low unsubscribe rates indicale Strong engagemenl with ¢ont¢nl. These digita] ￿rategieS have helped the Socidy communicale more effectively while maintaining a con5iStenl monthly outpul 10 avoid overwhelming subscribers. Special Inleresl Groups (SIGs} continue to be a vita] part of Society's work SUPPQTting thematic development across areas like cr¢￿1Ve practice. LGBT histories. higher educ8110￿ migration. and Environmenl and Climate Crisis. Thry remain inte￿￿ ￿ ¢ommunity-l)uilding and the ¢xch4ng¢ of sp¢cialised knowledge. The in4Jialogue 5erie5 continued in 2024. underlining the Oral History Society's commitment to acquire greater awareness and appreciation of Global Majority history. involving ¢rilical r¢flection and greater inclusivity in terms of the organisation, praclice and publications. Three excellent events were held, the first featuring on the C(wroduction of History (Clinton Smith and Helen Pwl). Or81 Histories in Film and Video (Milton Brown and Danae Wellington) and R¢-making Britain; South Asian connections and network5 I830S-p￿Senl (Maya Pam]ar). The organisiD8 group. whilst delightwj wilh th¢ quality of the talks and the enth￿sIaSM and evident commitmeni of the presenttrs, were disapw)inted with the attendance. In 2025 the group planned for four ¢vents bul due to unforeseen circumstances. have confirnied two events re￿Uring Dr Juanita Cox and Kavita Puri both of which will be hybrid, with an online aThd an in-person option ai London Metropolitan University. Page 3 THE ORAL HISTORY SOCIETY CHAIRMAN'S REPORT FOR THE YEAR ENDED 31 DECEMBER 21124 2024 was one of transition and purposeful gToivth for th¢ Society. FMD) rethiDking its membeT5hip systems and accessibility standard5 to exP￿ing training and digitsl publishin& the S￿Iety is positioning itself to be moTe agile, inclusive. and responsive. I would like to say a big thank you to the following Trustees who resignd from the Commiitee in 2024.. Erin Farley, Emily Gibb& and Jenny Vickers. I cannot conclude my report without thanking our m¢mb¢rs and volunteers who remain our greatest strength as the principal source of innovation. advice, and expertise. Thanks. too, to our paid support staff who play an inte￿1 and invaluable role in the su¢cessfiJ] running of the So¢iety. Flnaily. I would like to thank the Tn￿1¢¢$ and Officers for Ih¢ir hard work, inspiration and encourdgemeni and who collectively have helped to ensure the Sociery's succ¢ss and financial security going forward. Page 4 THE ORAL HISTORY SOCIETY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2024 The tr￿e¢S pres¢ni their report with the financial statements of th¢ charity for the year ended 31 Decembei 2024. The trustees have adopt¢d the provisions of Accounling and Reporting by Chariti¢s.' Statement of Recommended Practice applicable to chariiies preparing their a¢counts in accordance with the Financial lieporting Standard applicable in the UK aJKI Republic of Ire1W￿ (FRS 102) (effective l January 2019)- OWFcfivES AND A￿1VrrIEs Objectlves and aims The Oral History s￿Iety (OHS). f(wr)d¢d in 1973, is a national charity dedlcated to the collectio pr¢s¢rvation ond use of recorded memorie5 and plays a key role in facilitating and developing the use of oral history. It aims to offer support. ¢n¢ouragement and best-practice advice to those ¢ondu¢ting oral history, through its training courses nm in conjunclion with N￿lonal Life Stories •t the British Library> an annual conference, the twice-yearly publicaiion of its journal Oral History. (￿C￿lonal seminars, a regional network of r¢pres¢nlalives. an int¢ra¢iive website. and several SFecial inleresl groups. Oral History provides a loca]. nalional and inlernaiional forum for oral historians io discuss the m¢thods and challenges involved in the collection, tnterpretstion and disseminalion of orni teslimonies. It includes a news s¢¢iion featuring r¢port5 from Community projects around the globe. The PTinl journal is suppl¢mented by 'Oral History Journal Online, including online-only book reviews and arti¢les. Th¢ So¢iety represents oral hisiorian$ no matter where they worl whcthv it is in academi4 educatioffj community or8anisalions, museums, archives and libraries, or the media. The OHS seeks lo support employed, freelance and volunlary individuals, and ¢ngage wilh a wide range of professional, statulory and advisory bodies to offer the best possible service to its members. Aetlvltles Ongoing activities include jointly running an extensive onsile and online training programme in partnership with National Life Stories at the British Library. supwjrting over forty ¢xperienced or81 hisloriaTk8 as locally-b&sed Regional Networkers throughoLtI Briiain and Northern Ireland - a point of ¢onta¢t for anyone interesred in oral history. offering technical. legal and ethicai 4dvi¢e. principally via its website: providing inforniation on ihe funding of oral hiMory work; and publishing two editions of ihe journal Ornl History year. Members also re¢¢iv¢ a fr¢e e•newsletter several times a year with briefings and news ilems. Several Special Inler¢st Groups have been developed in response to increasing inler¢5t among members for ways to create neiworks and facilitate dI￿Y$s1on and activilies with otheTS who share Common ini¢r¢sts and Concerns. Ther¢ are Currently the following Special Interest Groups. each wÉth ihetr own committee and proyamme of meetin&8 and aclivilies.. Ar¢hives and Oral Histi>ry; Ora] History in Higher Edu¢&lion' Environment and Climate Crisis; Migrdtion" Lesbian. Gay Bisexual. Transgender and Queer (LBGTQ),. and Creative Oral Hislory. Further details ai hii Jlwww.olks.or ukls ial-intere5ts1. Publlc benefit The Tr￿SteeS confwm that they have complied with the dity in section 4 of the Charities Act 2011 to have due regard to public benefit guidance published by the Charity Commission in detennining the activitie5 undertak¢n by the Charity. Page 5 THE ORAL HISTORY SOCIETY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2024 FThA￿c￿ REv￿v FIDan¢l*l W￿ltIOn The board of trustees is satisficd thAt the ¢haritys ￿Sets in e¥h fund ar¢ avoilabl¢ and •J¢quate to fulfil its obligaiions in respeci of each fund. The financial statements have been prepared implementing th¢ Charities Ad 2011 and the Charities Financial ReportinB Standard SORP FRS 102. As stated in the introduction to this rew)rt, the truste¢s consider the fmancial perfoTman¢e by the ¢hariry during the year to have been salisfadory. The Statement of Financial Activiiies show incoming resources for the year of £58.596 {2023: £77.690) and oulgoing resour¢es of £50.772 (2023.. £77.108), making a net overall surplus of £7,824 {2023: £582}. Free unrestri¢t¢d reserves amounied to £112.457 {2023: £104.653). of which desiwwed fund were £4.949 (2023: Nil). Reserves pbli¢y It was agreed that unrestrictryj finan¢ia] reserves $hould be mointsined at no less than half average expenses of the previous financial year. Th¢ trustees are confident the charity has sufficienl unrestricied reserves. FUTURE PLANS The trustees review the aims. objectives and activities of the ch&rity on a regular basis. A fvll strategic review also takes place every 34 years when key fuNre objectives and activities, and a busine$$ plan ar¢ eed. This revicw also assesses whAi the charity has achieved aThJ the outcomes of its work in the previous planning ￿riod. Each year Irustees prepare a detailed annual report on each area of the Societys a¢liviti¢s and the Chairnian of the Society add$ an ov¢rvi¢w T¢Wlrt.'fhis a8gre8ated annua] report is made available io members prior to Annual General M¢eiin8 via charilys website htips:Ilwww.ohs.or8.uklwh￿We-are1sO¢iety￿￿umentsl. STRUCTURE, GOVERY4ANCE AND MANAGEMEIYT GovernlDg document The charity 15 controlled by its governing do¢ument. a d¢¢d of tnLSt, And Co￿￿tilureS an unineoTporaied charity. Details be seen on the OHS webstle al whO￿W Trustee Selectio The Tnutees meet four limes a year. The TnLStees are responsible for the governance of the Society and are elected at the Sociery's Annual General Meelin& Officers, wsitions of th¢ Society include a Chair, Vi¢e-Chair, Se¢ret8ry and Tre&sur¢r who are also elected annually. An Officer5, Group meet5 four or more times annually in be￿cen full tr￿stee meetings to maintain the smooth running of the charity. The Trustees, su&¢ommittees reflect priority are&s and include a Finance su1￿mMIttee and a Nomination5 jU￿CoMmIttee. The journal 15 managed through an indewthnl Editorial Board. Rtsk m*n*i¢mtDt The trustees have a duty to identify review the risks to whi¢h the charity is exposed and to ensure appropriate controls are in plac¢ to Provide re&sonable assurdnce against fra￿A and error. For more iDfom]ation visit the OHS websile at httpsJlwww.ohs.or&uklwlTrwe-arelsociety4ocumentsl. A risk register is reviewed and updaled 8$ requir¢d on an annual basis. REFERENCE AND ADMINisfRATIVE DETAll3 Registered Cbxrity number 0288805 Pag¢ 6 THE ORAL HISTORY SOCIETY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2024 Principal 4ddress The Old Quarry Ho￿t Upp¢r Asion Montgom¢ry Powys SY156TA TThJtees Professor John GabTiel (Chair) Dr Beth Thom￿ (Vic¢ Chair) Dr Robert Perks MBE (Secretary) Dr Alan Butler (Treasurer) Professor joan￿ Bom Padmini Broomfield Cynihia Brown Dr Verusca Calabria Faheem Chishti Dr Juanita Cox Rumi Nazeer Dahar Juliana Dempsey Erin Farley- ReSi￿*d 27th June 2024 Dr Craig Fees Dr Emily Gibbs- R¢5ign¢d 27th Jw)¢ 2024 Professor Jenny Harding Jodi¢ Neville - Appoinled 27th June 2024- Resigned Dettmber 2024 Dr Cai Parry-Jones Mary StewAn Dr Amy Tooth-murphy Jennifer Vickers - Re5igfted 27ih June 2024 14annah Wood- AprKJinted 27th jw￿ 2024 Indeptttdtnt Ex*miner Anwer Patel BA (Ilons). BFP, FCA Prestons & Jacksons Partnership LLP 364 - 368 Cranbrwk Road Ilford Essex IG2 6HY Approved by order of the iM)Ard of trwl¢¢s on .2ndJuty.2025............... and signed on its behalf by.. Trustee (i•0[ CJthrioL Page 7 INDEPENDENf EL4MINER'S REPORT TO THE TRUSTEES OF THE ORAL HISTORY SOCIETY llldepelldtnt wmimer's report to the trnttts of The Oral Hiitory Society I r¢port lo the charity tTUStees on my examinatson of the accounts of The Oral History So¢iW (the Tntst) for the year ended 31 De¢ember 2024. Re8pon$lbiRities and basls of report As the charity trustees of ihe Tnlqt you are Tesponsible foT the prepa￿lOn of th¢ accounts in accordan¢¢ with the requirements of th¢ Ch8rities Act 2011 (Ihe A¢Y). l Teport in respect of my examin*ion of the Tru5t'5 accounts ¢aTfRed out under Section 145 of the A¢t and in carrying oul my examination I have followuj all appIl￿ble DAT￿lOns given by the Charity Conllnission under Section 145(5Xb) of tk Ath. IDd¢peDdent exAmlner'J statement I have completed my examination. I confilln no materi81 matters h&v¢ come to my attention in connection with th¢ examinfytion giving me cause to believe that in any material respecl.. accounting records wer¢ not k¢pt in resFeCt of the Tft￿t as required by Seclion 130 of the Act. or the accounts do not a¢eord with tTrthe re￿rds. or the accoun15 do noi ¢omply with the applicable requirements concerning the forni and conlenl of Accounis sel out in the Charities (Accounts and lieports) Regulalion$ 2￿8 olher ihan any requirement that the aceounts give a true and fair view whi¢h is not a matter considered as part oran independertl examination. I have no concerns and have ¢om¢ across no other matters in connection with the examination to which attenlion should be drawn in this report in order to enable a pToper understanding of the accounts io be reached. Anw¢r Patel BA {Hons), BFP. FCA Prestons & Jacklons Parlnership LLP 364 - 368 Cranbrook Road Ilford Essex IG2 6HY Page 8 THE ORAL HISTORY SOCIETY STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR EIYDED 31 DECEMBER 2024 31.12.24 31.12.23 Unrestricted Total fuDds fvnds INCOME AND ENDOWMENfs FROM Donations and legacies S197 2,755 (Aher trading activities Inv¢strnent income 49,722 3.677 71.937 2,998 Total 58.596 77.690 EXPENDITURE ON Raising funds 37097 61.673 Ch•rlt*ble a¢¢lvltl•s General 12075 15,435 772 77,108 NET INCOME 7,824 582 RECONCILIATION OF FUNDS Total funds brought forward JW633 104,051 TOTAL FUNDS CARKIED FORWARD 112,457 104,633 The notes forni part of these financial statem¢nts Page 9 THE ORAL HISTORY SOCIETY STATEMENT OF FINANCIAL POSITION 31 DECEMBER 2024 31.12.24 31.12.23 UDrestri¢tsl Total fund8 funds Notes CURRENT ASSETS Debtors Cash at bank 9.153 125.614 6.294 118,611 134.767 124,905 CREDITORS Amounts falling due within one year {22JlO) (20,272) NET CURRENf ASSETS 112,457 104.633 TOTAL ASSETS LESS CURRENr LIABILITIES J12A57 104,633 NKT ASSETS 112A57 104.633 The noles fonn part of thcse fuwicial ststements Pag¢ 10 Conlinued... THE ORAL HISTORY SOCIETY STATEMENT OF FINANCIAL POSITION- continued 31 DECEMBER 2024 FULYDS Unr¢slrided funds: General fLmd DesI￿ted Funds- Fkn Fund 107508 4949 104.633 112,457 104.633 TOTAL FUNDS 112.457 104.633 Th¢ financial statements were approved by the Board of Tn￿teeS and authorised for issue on . and w¢rc signed on its behalf by.. IpX>f i Trnsteej TnJst¢¢ Trustee . A.6￿E{0. The note5 fo￿ part of these fmancial stst¢m¢nts Pagell THE ORAL HISTORY SOCIETY NOTES TO THE FINANCIAL sTATEmE￿s FOR THE YEAR ENDED 31 DECEMBER 2024 ACCOUNTING POLICIES Basis of pre￿rIllI the fln*D¢l*l Statements Th¢ finon¢ial statements of the charity. which is a public benefrt ￿tity under FRS 102, have been prepared in accordance with the Ch4Tiii¢s SORP (FRS 102) 'Ac¢ounting and Rewrting by Ch8rities.' Statemeni of Recommended Practice applicable to ¢h8rities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019),. Financial Reporting Siandard 102 The Financial Reporting Standard applicable in the UK and Republi¢ of Ireland. and the Charities Act 2011. The financiai statements have been prepared under the hisiorical cost convention. Going eoneern The trusfres are Confident that they hAve sufficient funds to cover for their ¢haritable a¢tiviti¢s for th¢ next twelve months. As a result of thi& the accounts have been prepared on a going concern basi5. Income All income is recogniscd in the Stalement of Financial Activilies once the charity has entitlement to lh¢ fund4 it is probable that the income will be received llnd th¢ amouni Can be measured reliably. Donaiion$ are recognised when the charity has been notified in ￿111￿8 uf both the amount and settlement dale. In the event that a donation is subject to Condiiions Ihat require a level of p¢rforn)ance before the charity is entiiled to the funds, th¢ income is deferred and not reco￿lISed until eiiher those ¢ondiiions are fully md. or the fuifilmenl of ihose condition is wholly within the control of th¢ charity and 13 pro￿ble that those conditioL8 will be fulfilled in th¢ r¢poriin8 period. Expettditllre Liabilities are recognised as expertdiwre as soon as ther¢ is a legal or constructive obligation committing the ¢harity 10 that expenditure. it is probable that a transfer of e￿nOMiC benefits will be required in s¢ttl¢ment and the amounl of the oblig41ion ¢an be m¢&sured r¢liably. Expenditure is ac¢ounied for on an accruals basis and has iwi classified under headings that aw¢gal¢ all ¢ost relai¢d io ihe category. Where costs cannot be direcily attr)b￿¢d ￿ particular headings they have been allocated to activities on 4 basis consistent with th¢ us¢ of Tesource5. Irrecoverable VAT is charged as CO￿ 88ainsi the adivity for which the expenditure was incurred. T*utloll Th¢ charity is exempt from thx on its charitable activities. Fund *¢¢ountlll% Unre5tri¢ted fijtuts can be us¢d in xcordance with the chaTitable objectives al the discretion of the trustees. Restricted funds can only be used for particular re5tri¢t¢d purposes within the objects of the charity. Restrictions arise when spttified b> the donor or when funds are raised for particular restricted purposes. Further explanation of th¢ nalure and PUTpose of each fund is included in the notes to the fJnaThciai statements. Page 12 continued... THE ORAL HISTORY SOCIETY NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2024 AccouNfiNG POIJCIES • tontinlled Debtors Basic financial assets, including trade and other debtor4 are initially recognised at transaction price, unless the arrangement constilui¢s a fu)onciDg transactio￿ where the transaction is measured at the present value of the future receipts disc4)unled at a markel rnte of inierest. Su¢h assets ore subsequently carried at amortised cost usin8 the effeaive In￿rest method. less any impairmenl. Cr¢dllors Basic financial liabilities, including trade and other creditor& loans from third partie5 end loans from relatrd parti￿. are initially recognised at transaction price. unless the arrangement consti￿(¢S a rm8ncing transaction. wheTe the debt instrument is measured at the present vdu¢ of the future payments discounted at a markffl rate of inferest. Such instNments are subsequenily cwried at amortised cost using the effective interest method. less any impairnient. Relited P*rty Note The chariry discloses relared party transa¢tions in the notes lo the fina￿la1 ststements. DONATIONS AND LEGACIES 31.12.24 31.12.23 Donations Gift aid Future Fund Donation 30 2.725 3,715 1,482 5,197 2.755 OTHER TRADING ACTIVITIES 31.12.24 31.12.23 Income from Conferences Subscripiion Income Sundries Advertising Other Generating Funds Income from Festivals 27,386 36,480 3,678 341 4,052 37,446 3J80 362 &456 78 49,722 71,937 Page 13 continued... THE ORAL HISTORY SOCIETY NOTES TO THE FINANCIAL STATEMENTS- eontiDued FOR THE YEAR ENDED 31 DECEMBER 2024 INVESTMENT INCOME 31.12.24 31.12.23 Dewsit account interest 3,677 2,998 TRUSTEES, REMUNERATION AND BENEFrrs There were no truste￿, remuneration or other benefits for the year ended 31 December 2024 nor for the year ￿)ded 31 December 2023. Trllstees, expens 31.12.24 31.12.23 Tn￿tees, expenses 3,723 All expenses incurred in th¢ year were solely for the travelling aThl training purwJ5¢S. KEY MANAGEME￿ PERSONNEL The Tr￿t considers its key maDag¢menl perwnnel comprise of the trustees. DEBTORS: AMOUNTS FALLING DUE WIThIN ONE YL4R 31.12.24 31.12.23 TTade debtors Prepayments and g￿rUed income 4.156 4J97 3,527 2.767 9,153 6.294 Pag¢ 14 continucd... THE ORAL HISTORY SOCIETY NOTES TO TItE FINANCIAL STATEMENTS . eonllntyed FOR THE YEAR ENDED 31 DECEMBER 2024 CREDITORS: AMOUNtS FALLING DUE WITHIN ONE YEAR 31.12.24 31.12.23 Trade ereditors Other CT¢ditors 13,764 13,548 6,724 22JlO 20,272 MOVEMENT ]N FUNDS Nel movement in funds Transfers between fund5 At 31112124 At Iiir24 Unrestri¢t¢d fuDds General fuThl Designated Funds- Future Fund 104ffj3J 7￿24 {4,949) 4,949 107,508 4949 lo4￿5 7,824 112.457 TOTAL FiiNDS 101,633 7824 112,457 N¢t movement in funds, included in th¢ above are as follows: Incomin8 Resources Movement resources expended in funds Unre$trleted fundJ General fund 4596 (50.772) 7,824 TOTAL FUNDS 5$596 (5(1.772) 7024 Compargtivu for movement Net movement in funds At 31112123 At 111123 UDre5tricted funds General fund 104,051 582 104,633 TOTAL FUNDS 104,051 582 104.633 Page 15 continued... THE ORAL HISTORY SOCIETY NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 DECEMBER 2024 MOVEMENT IN FUNDS- eontlnued Comparntive net movement in fund& irKluded in the aix)ve Art Ls follows: Incoming Resour¢es Movement resource5 expended in funds Unrestricted funds General fund 77.6 (77.108} 582 TOTAL FUNDS 77.690 (77,108) 582 Trallsfers- de8igD•t¢d funds The OHS Future Fund has been g¢1 up t9 5UPPOrt our volunteeTS better by offeTin8 them opportunities for further trnining and skills development. io enable them io come 108eth¢r more often to shBTe knowledge and allow more of Ihem io attend conferences and other events, often denied lo them due to the costs involved. It is funded by donations. These funds are ring fenced and ,in year5 when Ihc sociery makes a surplu4 all dewsit accouni interui from th¢ pr¢viow4 year will be added to the fund 10. RELATED PARTY DISCLOSURES There were no related party transactions for th¢ year 31 December 2024. Page 16 THE ORAL HISTORY SOCIETY DETAILED STATEMENf OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2024 31.12.24 31.12.23 INCOME AND ENDOwmE￿s Donatlon$ *ttd leyeks Donations Qift *id Future Fund Donation 30 2.725 3,715 1,482 5.197 2.755 Other trading activities Income from Conferences SubscTlPtion Incolne Sundries Advertising Other G¢nerating Funds Income from Festivals 27,386 36.480 3.678 341 4.052 37,446 3,580 362 5,456 2,878 49,722 71.937 tnveJ¢m¢nt In¢ome D¢posit account interest 3,677 2.998 Total IDtomlDi resollr¢es 596 77.690 EXPENDTnlRE R#blng don*dons *nd l¢g•¢ies Subscription Services Printing and Publishin8 Conference Costs Websile Festivals Events Expenditure 7,806 22J69 7,099 20.712 29,749 4.113 2J49 4,101 1,072 37097 61,673 Cbaritsble *ttivlties Stationary and Printing Bank Charges Travel Administrator Carri¢d forward 2,198 72 2232 556 21 2.688 5.497 2278 4.548 This page does not forni part of the ststutory fina￿la] statements Page 17 THE ORAL HISTORY SOCIETY DETAtLED STATEMENT OF FtNAI¥4CIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2024 31.12.24 31.12.23 Charitable actmtle Brought forward Special Interest Group 4,548 65 5.497 236 4ffj13 5,733 Support costs M)ID*gement Postag¢ 8nd stationery Gov*rD*ll¢e ¢08ts Trustees, expenses Independent Examine¢s Fe¢$ Bookkeeping 1006 lJ50 4JSI 3,723 1,185 4.785 8207 9,693 Totsl resources cxpended SO,772 77.108 Net imcomt 7024 582 This pa8e does not form part of the statutory financial statements Page 18