Bristol & Avon Family History Society - Registered Charity 295799
Annual Report for the year ending 31 March 2022.
The society promotes and encourages the public study of family history, genealogy and associated interests with particular reference to the historical county of Avon and its constituent predecessor and successor counties. In furtherance of this, the Society aims to provide a forum and facilities for those interested to communicate, meet and help each other in the furtherance of family history objectives. Arranging a programme of lectures and discussions, giving advice and guidance to and organising events and research visits for Society members and interested members of the general public. In addition, it seeks to promote and to engage in educational activities and the publication and sale of appropriate material in manuscript or electronic form or on the internet.
The charity is managed by a committee. At the end of this financial year, it comprised:
Chairman: Vacancy Vice-Chairman: Mr Geoff Gardiner Secretary: Mrs Pat Gardiner Treasurer: Mr Martyn Tuffery
Other members were: Mr John Crew, Mr John ‘Mitch’ Carter, Mrs Clare Hayward, Mrs Ann Pople, Mrs Helen Whitby, Ms Diana Nicholl, Mrs Deirdre Whiting and Mrs Pamela Day.
The Officers and Committee are elected by the members of the Society at the Annual General Meeting and are the Trustees of the Society.
The Society was established in 1975 and exists to promote and enable the study of family history in the geographic area of the former County of Avon. It publishes a quarterly Journal and holds regular public meetings and talks both in Bristol and Bath. The Society maintains a website (www.bafhs.org.uk) and has a Research Room at the Bristol Archives where volunteers provide advice and assistance to both members and visitors, often including people from overseas. It has published a number of CD’s providing indexes to local parish records and other data and, in earlier days, other local records on microfiche or in booklet format. The Society is a member of the Family History Federation and the South-West Area Group of Societies and it has stands at various open days and fairs organised by other societies as well as providing advice services at libraries and other local venues and events.
The Society currently has around 800 members worldwide, although the majority live locally. The main source of income is from members’ subscriptions. The principal expenditures are the publication of a quarterly Journal, the hire of facilities for meetings, fees for speakers, costs of attending or setting up events and rental payments for the use of our Research Room and store. Apart from the Journal, all
activities, meetings, publications and services are available to both members and non-members.
The relaxing of Covid restrictions during the year allowed the Society to gradually reintroduce in person meetings, talks and outreach events. The final step was to reopen the Research Room which has also enabled transcription work to recommence.
A lasting legacy, however, will be the use of IT to ensure wider access to the Bristol and Bath programme of events and in the management of the Society. Zoom technology has proved particularly advantageous to non-local members. Research enquiries have been received through a link on our new website, as well as by traditional means, and dealt with by volunteers working at home using electronic access to our central resources.
The core of the new website was implemented by the end of 2020 with additional features in the final phase of development rolled out in the autumn of 2021.
| Page | |
|---|---|
| Report of the Trustees | 1to2 |
| Independent Examiner's Report | 3 |
| Statement of Financial Activities | 4 |
| Statement of Financial Position | 5to6 |
| Notes to the Financial Statements | 7 to 13 |
| Detailed Statement of Financial Activities | 14 to 15 |
| 31.3,22 31.3.21 | ||||
|---|---|---|---|---|
| U n restricted | Restricted | Total Total | ||
| fund | funds | funds funds | ||
| Notes | £ | ££ | ||
| INCOME AND ENDOWMENTS FROM | ||||
| Donations and legacies | 36,683 | 36,683 13,209 | ||
| Other trading activities | 2 | 3,970 | 3,970 3,767 | |
| Investment income | 372 | 7210 | ||
| Other income | 2,217 | 2,217 7,461 | ||
| Total | 42,942 | 42,942 24,447 | ||
| EXPENDITURE ON | ||||
| Raising funds | 24,279 | 24,279 15,382 | ||
| Charitable activities | ||||
| Governance costs | 6,721 | |||
| Total | 24,279 22,103 | |||
| NET INCOME | 18,663 2,344 | |||
| Transfers between funds | IIIqu | |||
| Net movement in funds | 18,710 | (47) | 18,663 2,344 | |
| RECONCILIATION OF FUNDS | ||||
| Total funds brought foiward | 41,851 | 1,545 | 43,396 41,052 | |
| TOTAL FUNDS CARRIED FORWARD |
| 31.3.22 | 31.3.21 | ||||
|---|---|---|---|---|---|
| U n restricted | Restricted | Total | Total | ||
| fund | funds | funds | funds | ||
| Notes | £ | £ | £ | ||
| FIXED ASSETS | |||||
| Tangible assets | 6153 | 153 | 857 | ||
| CURRENT ASSETS | |||||
| Stocks | 7 | 9,395 | 9,395 | 9,814 | |
| Debtors | 8 | 1,800 | 1,800 | 5,519 | |
| Prepayments and accrued income | 1,008 | 1,008 | 602 | ||
| Cash at bank and in hand | 51,157 | 52,655 | 30,886 | ||
| 63,360 | 1,498 | 64,858 | 46,821 | ||
| CREDITORS | |||||
| Amounts falling due within one year | 9 | (2,952) | (2,952) | (4,282) | |
| NET CURRENT ASSETS | |||||
| TOTAL ASSETS LESS CURRENT | |||||
| LIABILITIES | 60,561 | 1,498 | 62,059 | 43,396 | |
| NET ASSETS | 60,561 _ |
1,498t- | 62,059 ._- |
43,396 _____ __ |
| FUNDS | 10 |
|---|---|
| Unrestricted funds | |
| Restricted funds |
| 2. | OTHER TRADING ACTIVITIES | ||
|---|---|---|---|
| 31,3,22 | 31.3,21 | ||
| ££ | |||
| Sale of publications | 3,920 | 3,661 | |
| Family history online | |||
| 3,970 Till- |
3,767 iriTL- |
||
| 3. | INVESTMENT INCOME | ||
| 31.3.22 | 31.3,21 | ||
| ££ | |||
| Deposit account interest | 10 _____ |
| U n restricted Restricted Total | U n restricted Restricted Total | |
|---|---|---|
| fund funds funds | ||
| £££ | ||
| INCOME AND ENDOWMENTS FROM | ||
| Donations and legacies | 13,209 | 13,209 |
| Other trading activities | 3,767 | 3,767 |
| Investment income | in | 10 |
| Other income | 7,461 | 7,461 |
| Total | 24,447 | 24,447 |
| U n restricted | Restricted | Total | ||
|---|---|---|---|---|
| fund | funds | funds | ||
| ££ | £ | |||
| Raising funds | 15,382 | 15,382 | ||
| Charitable activities | ||||
| Governance costs | 6,721 | 6,721 | ||
| Total | ||||
| NET INCOME | 2,344 | 2,344 | ||
| RECONCILIATION OF FUNDS | ||||
| Total funds brought forward | 39,507 | 1,545 | 41,052 | |
| TOTAL FUNDS CARRIED FORWARD | 41,851 | 1,545 | ||
| 6. | TANGIBLE FIXED ASSETS | |||
| Fixtures | ||||
| and | Computer | |||
| fittings | equipment | Totals | ||
| £ | £ | £ | ||
| COST | ||||
| At 1 April 2021 | 16,750 | 6,396 | 23,146 | |
| Additions | 75 | 75 | ||
| At 31 March 2022 | ||||
| DEPRECIATION | ||||
| At 1 April 2021 | ||||
| Charge for year | ||||
| At 31 March 2022 | ||||
| NET BOOK VALUE | ||||
| At 31 March 2022 | ||||
| At 31 March 2021 |
| 7. | STOC KS | ||||
|---|---|---|---|---|---|
| Finished goods | |||||
| 8. | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | ||||
| 31.3,22 | |||||
| Gift Aid & Royalty debtors | £ 1,800 S- |
||||
| 9. | CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | ||||
| 31.3.21 | |||||
| £ | |||||
| Othercreditors | 4,282 | ||||
| ______ | |||||
| 10. | MOVEMENTINFUNDS | ||||
| Net | Transfers | ||||
| movement | between | At | |||
| At 1.4,21 | in funds | funds | 31,3.22 | ||
| £ | £ | £ | £ | ||
| Umestricted funds | |||||
| General fund | 41,851 | 18,663 | 47 | 60,561 | |
| Restricted funds | |||||
| Norman Fund | (47) | ||||
| Spriggs Fund | |||||
| TOTAL FUNDS | 62,059 ____ |
| Incoming | Resources | Movement | |
|---|---|---|---|
| resources | expended | in funds | |
| £ | £ | £ | |
| unrestricted funds | |||
| General fund | 42,942 | (24,279) | 18,663 |
| TOTAL FUNDS | RE) | 18,663 ____ |
| Net | |||
|---|---|---|---|
| movement | At | ||
| At 1.4.20 | in funds | 31,3.21 | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 39,507 | 2,344 | 41,851 |
| Restricted funds | |||
| Norman Fund | |||
| Spriggs Fund | |||
| TOTAL FUNDS | 41,052 | 43,396 |
| Incoming | Resources | Movement | |
|---|---|---|---|
| resources | expended | in funds | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 24,447 | (22,103) | 2,344 |
| TOTAL FUNDS | qul |
| N et Transfers | N et Transfers | ||
|---|---|---|---|
| move ment between | |||
| At 1.4.20 | in funds funds | ||
| £££ | |||
| Unrestricted funds | |||
| General fund | 39,507 | 21,007 | 47 60,561 |
| Restricted funds | |||
| Norman Fund | (47) | ||
| Spriggs Fund | |||
| u | 1,498 | ||
| TOTAL FUNDS | EIRE ± | EERE |
| Incoming Resources Movement | |
|---|---|
| resources expended in funds | |
| £££ | |
| U nrestricted funds | |
| General fund | 67,389 (46,382) 21,007 |
| TOTAL FUNDS | RE) |
| Detailed Statement of Financial Activities for the Year Ended 31 March 2022 |
||
|---|---|---|
| 31.3.22 | 31.3.21 | |
| £ | £ | |
| lNCOME AND ENDOWMENTS | ||
| Donations and legacies | ||
| Subscriptions | 13,499 | 12,979 |
| Raffles and donations | 23,184 | 230 |
| 36,683 | 13,209 | |
| Other trading activities | ||
| Sale of publications | 3,920 | 3,661 |
| Family history online | 50 | 106 |
| 3,970 | 3,767 | |
| Investment income | ||
| Deposit account interest | 72 | 10 |
| Other income | ||
| Reimbursements received | 7,461 | |
| Postage received | ||
| Total incoming resources | 42,942 | 24,447 |
| EXPENDITURE | ||
| Raising donations and legacies | ||
| Subscriptions and insurance | 739 | 1 ,1 99 |
| Printing and stationery | 304 | 82 |
| Postage and telephone | 679 | 394 |
| Travel expenses | 22 | |
| 1,722 | 1,697 | |
| Other trading activities | ||
| Opening stock | ||
| Carried forward |
Inde endenl Exarninevs Re Brbstol and Avon Farnil Histo rt to the Trustees of &xie Independent examinerfs port to the trnstees of Bristol and Avon Family History Society I report lo the charity trustees on my examinabon of ts a¢Unts of Brtslol arKI Avon Fanily History SOcty Ilhe Trust) for the year ended 31 March 2022. ResponsibilitiÉ# And b#818 of report As the charrty trustees of the Trust you are reswnsible for the preparation of Ihe axounts in rdance with the requirenEnls of the Charitie5 Act 20111'lhe Acfl. I report in respect of my examination of the Trusfs &counls carri out under seCtn 145 of the Act and in carrying out my examinabon I have folbwed all applicable Direcbons given by the Charity Commission under seclDn 14515llbl of th8 Act. Independent examlnerfs statement I have completed my examinatson. I confirn that no material matters have ¢xJr£ my attentn in o)nnection wilh the examinats.on giving cause to telVe Ihal in any material reSl nling records were not kept in res the Trusl as wuired by Sectn130 of the ACL. or the aoUntS do not accord with those rerds, or the accounts do not comply wilh the appIabKg reqviremenls conMIng the form and content of accounts sel out in the Chant*s 1Accjnts and RepofGI RegulatKsns 2008 other than any rwJuifeffEnl that the accounts give a true and fair view which is not a matter considergj as part of an indewndenl 8xaminalK)n. I have no concems and have across no olher Matte in o)nne¢tion with the examination lo which attention should be drawn in this report in order lo enable a prcper understaThJing of the nIS to be reached. P S Helps Stanley Joseph Limited Chartèrod Accountants Suite1 Liberty House South LIrty Lan8 Br101 BS3 2ST Date.. pe3