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||||Page|
|---|---|---|---|
|Legal and administrative||information||
|Trustees'
report|||2-4|
|Independent
examiner's||report||
|Statement
offinancial|activities|||
|Balance sheet||||
|Notes to the financial|statements||8-14|
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|Trustees|||Dr Paul A. Fox, MA, FSA, FHS, AIH, FHG (Chairman)
Dr Amanda
A. C. Cottrell, OBE, DL, JP|||
|---|---|---|---|---|---|
||||John S.Titford, Esq, MA, M-es-L, FSA, FHG, FSG, LHG|||
||||Patrick F. Heren,
Esq|||
||||David Broomfield,
Esq, BA|||
||||J M Allen-Petrie
Esq, OBE, MSc|||
||||William
D.Grassick Esq, BA|||
||||The Court ofTrustees
is supported
by a Council. Council is appointed
members
who are paid-up
Fellows, Licentiates and Graduates.|triennially|by|
|Patron|||The Rt Hon The Lord Colgrain,
DL|||
|President|||The Rt Hon The Earl of Lytton, Bt|||
|Vice-presidents|||The Earl of Erroll, Lord High Constable ofScotland
The Worshipful
W. Howard
Connell,
LL. M,Hon FHG
C. R. Humphery-Smith,
OBE, FSA (Died 12January 2021)|||
|Principal|||Dr Richard C. F.Baker, FHG, AIH (left 31July 2020)
Dr David Wright,
MA, FSA., FSG, FHG (from 31July 2020)|||
|Hon. Treasurer|||Sarah Oyediran
(until 26 February 2021)
David Broomfield (from 27 February 2021)|||
|Registrar|||Emma T. Jones, BA|||
|Key Management||Trustees|(as detailed above)|||
|Personnel|||Dr Richard C. F.Baker, FHG, AIH (left 31July 2020)
Dr David Wright,
MA, FSA, FSG, FHG (from 31July 2020)|||
|Principal Address|||79-82 Northgate|||
||||Canterbury|||
||||Kent. CT1 1BA|||
|Independent|Examiner||LGrove FMAAT|||
||||Sunnyside,
Church Lane,|||
||||Petham, Canterbury
CT4|||
|Bankers|||National
Westminster
Bank pic|||
||||11The Parade|||
||||Canterbury|||
||||Kent
CT1 2SG|||
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|||||Unrestricted|Funds|
|---|---|---|---|---|---|
|||||2021|2020|
|||||Total|Total|
||||Note|f||
|Income from:||||||
|Charitable|activities|||209,968|175,289|
|Other trading
activities||||33,167|35,371|
|Investment|income|||1|18|
|Total income||||243,136|210,678|
|Expenditure
on:||||||
|Costs ofcharitable
Total expenditure||activities||208,796
208,796|202,852
202,852|
|Net movement|in funds|||34,340|7,826|
|Reconciliation|offunds:|||||
|Fund balances
Fund balances|at 1 July 2020
at 30June 2021|||906,319
940,659|898,493
906,319|
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|Charitable
activities
~I|||
|---|---|---|
|ncome|2021|2020|
|Correspondence
courses
Family History research -Achievements
Education
Other income|8
107,995
72,354
1,964
27,655|8
107,110
34,997
7,619
25,563|
||209,968|175,289|
|Other trading activites -Income|2021|2020|
|Membership
fees
Commission
receivable|8
2,671
30,496|8
1,325
34,046|
||33,167|35,371|
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|Expenditure||||Staff||Support|2021|2020|
|---|---|---|---|---|---|---|---|---|
|||||costsf|Direct costs
f|Costsf|Total|Totalf|
|Charitable
activities|||||||||
|Courses and education||||42,959|32,908|36,801|112668|129,622|
|Family history research|-|Achievements||44,300|13,879|37,948|96,128|73,229|
|||||87,260|46,7 7|74,749|8,796|20, 51|
|Support costs|||||||2021f|2020f|
|Other staff costs - training,||travel a|nd subsistence||||50|429|
|Casual wages|||||||349||
|Rates, water and service||charges|||||3,298|3,510|
|Light and heat|||||||2,096|2,445|
|Insurance|||||||8,703|7,387|
|Cleaning|||||||2,698|664|
|Premises repairs and renewals
Telephone|||||||3,091
1,904|5,078
1,598|
|Printing,
postage and stationery|||||||3,605|3,482|
|Advertising|||||||2,403|2,509|
|Professional fees|||||||3,085|222|
|Depreciation|||||||15,148|15,148|
|Bank and credit card charges|||||||5,789|4,550|
|Bookkeeping|||||||10,995|20,695|
|Subscriptions
Website costs|||||||1,970
1,880|1,687
1,913|
|Computer
maintenance|||||||1,721|2,166|
|Other|||||||454|289|
|Governance
costs|||||||||
|Accountancy
and payroll|||||||4,935|3,461|
|Independent
examination||fees|||||575|560|
||||||||74,749|77,|
|Staffcosts and Emoluments|||||||2021f|2020f|
|Gross salaries|||||||82,046|85,119|
|Employer's
National
Insurance
Pension
contributions|||||||2,212
3,002|2,655
2,664|
||||||||87,260|90,438|
|Numbers
ofemployees
Engaged
on charitable|(headcount)
activites||||||2021
5|2020
6|
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||||||||||
|---|---|---|---|---|---|---|---|---|
|9|Debtors||||||2021|2020|
||||||||f|f|
||Trade debtors||||||2,185|2,565|
||Prepayments||||||2,342|2,342|
||Other debtors||||||5,177||
||||||||9,704|4,907|
|10|Creditors: amounts||falling due|within one year|||2021
f|2020f|
||Trade creditors||||||5,398|4,975|
||Other creditors||||||906|1,571|
||Other taxes and|social security|||||3,144|3,495|
||Accrued expenses||||||2,890|5,055|
||Deferred income|- correspondence||courses|||14,990|24,647|
||||||||27,327|39,743|
||Deferred income||||||||
||As at 1 July 2020||||||24,647|14.340|
||Released
in year||||||(24,647)|(14,340)|
||Deferred
in year||||||14,990|24,647|
||As at 30June 2021||||||14,990|24,647|
|11|Designated
funds||||At 1 July|New|Designation|At 30|
||||||2020
f|Designation
f|Released
f|June 2021|
||Heritage assets||||175,660|||175,660|
||Tangible
fixed assets||||675,736||(15,148)|660,588|
||||||851,396||(15,148)|836,248|
||COMPARATIVE|INFORMATION||ONLY|||||
||Designated
funds||||At 1 July|New|Designation|At 30|
||||||2019
f|Designation|Released
f|June 2020
f|
||Heritage assets||||175,660|||175,660|
||Tangible
fixed assets||||690,884||(15,148)|675,736|
||||||866,544||(15,148)|851,396|
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|12|Analysis|ofnet|assets between|funds|Designated|Unrestricted|Total|
|---|---|---|---|---|---|---|---|
||||||6|6|6|
||Fixed Assets||||660,588||660,588|
||Heditage|assets|||175,660||175,660|
||Current|assets||||131,738|131,738|
||Current|liabilities||||(27,327)|(27,327)|
||||||836,248|104,411|940,659|
||COMPARATIVE||INFORMATION|ONLY||||
||Analysis|ofnet|assets between|funds|Designated|Unrestricted|Total|
||||||6|6|6|
||Fixed Assets||||675,736||675,736|
||Heritage|assets|||175,660||175,660|
||Current|assets||||94,666|94,666|
||Current|liabilities||||(39,743)|(39,743)|
||||||851,396|54,923|906,319|