## **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|





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|||||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<br>_|1,498t-|62,059<br>._-|43,396<br>_____            __|





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|FUNDS|10|
|---|---|
|Unrestricted funds||
|Restricted funds||



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|2.|OTHER TRADING ACTIVITIES|||
|---|---|---|---|
|||31,3,22|31.3,21|
|||££||
||Sale of publications|3,920|3,661|
||Family history online|||
|||3,970<br>Till-|3,767<br>iriTL-|
|3.|INVESTMENT INCOME|||
|||31.3.22|31.3,21|
|||££||
||Deposit account interest||10<br>_____|



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## 

||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|||£<br>1,800<br>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<br>____|



||Incoming|Resources|Movement|
|---|---|---|---|
||resources|expended|in  funds|
||£|£|£|
|unrestricted funds||||
|General fund|42,942|(24,279)|18,663|
|TOTAL FUNDS||RE)|18,663<br>____|





## 

|||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<br>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 SOc￿ty
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 seCt￿n 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 attent￿n in o)nnection
wilh the examinats.on giving cause to tel￿Ve Ihal in any material reS￿l
nling records were not kept in res￿ ￿ the Trusl as wuired by Sect￿n130 of the ACL. or
the a￿oUntS do not accord with those re￿rds, or
the accounts do not comply wilh the appI￿abKg reqviremenls con￿MIng the form and content of
accounts sel out in the Chant*s 1Acc￿jnts 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 LI￿rty Lan8
Br￿101
BS3 2ST
Date..
p￿e3