**CATHOLIC RECORD SOCIETY** _British Catholic History_ Reg’d Charity no. 313529 

_www.crs.org.uk_ 

## **Annual Report 2022-2023** 

## **&** 

## **Notice of Annual General Meeting 2023** 

_Secretarial Address (for general correspondence):_ 

Dr Scholastica Jacob St Antony’s Priory, Durham _secretary@crs.org.uk_ 

_Membership Secretary_ 

_(for correspondence on subscriptions, changes of address &c):_ 

Dr Carmen M. Mangion _membership@crs.org.uk_ 


1 



## _**From the Chair of Council**_ 

Looking back at last year’s Annual Report covering 2021–2022, the continuing experience of turbulence and change stands out clearly – disruption to our capacity to travel, to come together, and for researchers to access archives, and rapid changes in publishing and in communication.  The current year just ending has been calmer on several of these fronts but the transformation in academic publishing and in digitisation continue apace. 

There’s a good deal to learn from experimenting with new formats, whether for publications, the website, meetings, or conferences, as you will read below. There’s also much to be gained from simply meeting up in person and we hope everyone gathering at Hinsley Hall for the 2023 conference will enjoy that experience.  It’s the first time the CRS Conference has been held at Hinsley Hall so feedback on the experience to our Conference Director, Dr Helen Kilburn, will help in making decisions for next year’s venue. 

During the year CRS signed a new agreement with the publisher of its Record Series, Boydell & Brewer, which means that electronic and print-on-demand versions will be available for institutions and individuals to buy from them, in addition to the hardback texts printed for members with some for purchase. These additional modes of publication will increase accessibility and reduce costs: almost all university libraries are purchasing books in electronic format, and we plan to undertake a marketing exercise to universities in conjunction with Boydell. 

As I reported last year, Cambridge University Press, publisher of _British Catholic History_ , is continuing to move towards Open Access (OA) publishing.  The Editorial Board of _BCH_ met with a senior representative during July for a more detailed discussion of the implications for CRS, for authors, and readers. CUP continues to take a considerate approach to learned membership societies and to assist us in gradually moving to OA while retaining hard copies for members.   We are grateful to the Board and to Dr Katy Gibbons, editor of _BCH_ , for guiding us through this complex development. 

Our own digitisation projects are making steady progress.  In the autumn we plan to launch ‘Catholicism in Numbers’, the fruit of work undertaken by doctoral student, Tim Kinnear under the guidance of Dr Alana Harris at King’s College London and partially sponsored by CRS.  Many scholars have extracted data from the _Catholic Directories_ , such as the number of priests or missions/churches, over the years. _Catholicism in Numbers_ aims to provide a permanent and accessible resource of data in the form of tables drawn from the English and Welsh, Scottish and Irish directories, with explanations about the statistical methodology used, accessed via the CRS website and freely available. 

The intention is to follow this digital resource with a series of others.  In the pipeline is a digital map of priest holes, in the process of being built by Paul Hodgetts from his father Michael’s work.  It’s likely to be a popular resource and of particular use for schools and the wider public.  Thanks to Dr Liam Temple for overseeing these and other digital projects at the planning stage. 

CRS now has a new promotional flyer.  Please contact Dr Carmen Mangion, Membership Secretary, if you would like some to hand out at an event. Use of the flyer has resulted in a number of new members and I’d like to take the opportunity of this Annual Report to welcome them. 

You may remember that earlier this year the Newsletter noted our Treasurer for the past five years, Patrick Powell, was standing down and that we were searching among the membership for a new 

2 



Treasurer.  It’s not an easy role to fill in most charitable bodies given the skills and experience needed. We have a happy, though temporary, outcome:  Father Peter Harris, already on the Council, has kindly agreed to become Hon. Treasurer and Patrick has agreed to continue doing the book-keeping and financial work as previously, but without attending meetings, for which we are very grateful.  We now have another year or two to find a new Treasurer, so, please, if you know anybody who might fit the bill and be interested, do contact me. 

During the coming year Dr Scholastica Jacob will lead a review of the CRS Constitutions in her capacity as Secretary.  Custodial Trustees support the review in principle and will be party to the process. The intention is to present a revised text to next year’s AGM. 

Whether you are able to join the AGM in person, online, or simply through reading this Annual Report to catch up with the news, your continuing friendship and support of the Catholic Record Society is greatly valued. 

Susan O’Brien _chair@crs.org.uk_ 


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_**Annual Report 2022–23**_ 

## 1. _Membership of Council_ 

- a. The Society’s Honorary Officers were confirmed in their offices. 

- b. Dr Liam Temple was elected for a three-year term. 

c. Dr Scholastica Jacob replaced Dr Serenhedd James as Honorary Secretary. Dr James continues to sit on the awards committee. 

## 2. _Financial Report_ 

The Treasurer is pleased to report that the Society’s finances remain sound as demonstrated by the figures set out below. Accounts for the year ended March 31, 2023, have been drawn up by King Hope Chartered Accountants and independently examined. 

Information/comments on incomings/outgoings (with prior year comparatives): 

(a) Income was made up as follows: 

|Donations<br>Subscriptions<br>Investment income<br>Conference income<br>Sales, royalties<br>Other Income (see below)<br>(b)<br>Expenditure<br>Grants<br>Publications<br>Conferences<br>Management and admin<br>Governance|**2022**|**2022**|**2023**|**2023**|
|---|---|---|---|---|
||||||
||1000||1000||
||8488||8168||
||18384||19281||
||-||3289||
||1673||2938||
||-||26648||
||||||
||**29545 **||**61324**||
||||||
||||||
||2703||1700||
||4906||28445||
|||-|5746||
|||2923|7658||
|||3116||-|
||||||
|||**13648**||**43549**|
||||||
|Net income||15897||17775|
||||||



Total net resources were £17775 compared to £15897 for 2022. 

4 



The value of investments at 31 March 2023 was £711656 a decrease of £6394 compared to 2022. Cash held at 31 March 2023 was £62598 an increase of £17058 compared to 2022. 

Members should note that the net income for the year of £17775 is supported by a one-off distribution totalling £26648 received from the Andrew Duncan trust which was wound up during the year. Without this the Society would be showing a loss for the year of £8873 arising from the catch up cost of publications post Covid and the poor investment returns which were disappointing after a much better performance in our previous year (profit of £74808). Accounts to March 2023 also recognise a debt to Cambridge University Press of over £13000 resulting from their late - but correct - supply of their invoices. This debt is being paid off over several years. 

Peter Harris, Honorary Treasurer _treasurer@crs.org.uk_ 

## 3. _Membership Report_ 

a. The membership of the Society at 31 March 2023 comprised 153 individual members in Britain and Ireland, 16 international individual members, and 21 religious houses and small libraries. 

b. The following have joined (or rejoined) the Society: Dr Lucas Volksman (UK); Mrs Mel Eyeons (UK); Dr Eilish Gregory (UK); Brian Kelly (UK); Mr Richard Freeman-Wallace (UK); Tim Guile (UK): 

c. The Society has noted with sadness the deaths of Mr Michael Hodgetts, Canon Tony Harding, Mr George Sutton and Mrs Martha McDade. _Jesu mercy; Mary pray_ . 

Carmen Mangion, Membership Secretary _membership@crs.org.uk_ 

## 4. _Editorial Reports_ 

a Volumes 

Dr Jade Scott’s completed volume _The Life and Letters of Lady Anne Percy_ is now with the publishers for publication in early Spring 2024. 

Michael Hodgett’s second volume of _Little Malvern Letters_ will be published posthumously with the agreement of Michael’s son Paul and the generous offer of additional support from Professor Bill Sheils.  Date of publication is yet to be confirmed. 

## b. Journal 

The usual two issues have been published during the year. 

CUP proposed and BCH has accepted price changes for the coming year which reflect the increasing cost of print copies. 

We are in consultation with CUP about  a ‘special issue’ of BCH to mark Michael Hodgett’s work by gathering together a selection of Michael’s articles published in Recusant History/BCH to be published on the BCH home page. 

More detailed discussions have been held about transition to Open Access. 

5 



## 5. _Research Awards 2023_ 

a. Thanks to the generosity of the late Dr David Rogers and the late Mgr Michael E. Williams, former members of the Society, the Society is able to offer small annual research grants. 

Grants for 2023 have been awarded to: 

Jeanne Michelle Datiles for an archival research visit to the Borthwick Institute for Archives in York and to the British Library and National Archives in London for doctoral research (Catholic University of America) for a dissertation entitled “Sisters of the North: Kinship, Religion and Memory and the women of Catholic Yorkshire, 1553-1642’. Amount awarded £800. 

Dr Caroline Lesemann-Elliott for postdoctoral research in the Durham University Palace Green Library Special Collections in the summer of 2023 for an article on music and liturgy at English Poor Clare convents in exile during the long seventeenth century.  This research is also towards a monograph about exiled English convent music 1600-1750. Amount awarded £634. 

## b. _CRS Research Award Protocol_ 

The timetable for reviewing applications for awards needs to be reconsidered. Many applications now come in for research support in the Autumn or Spring, for research to be undertaken during the summer. Waiting until proposals are ratified at the AGM effectively means that the award comes too late to carry out the research at the time originally proposed. Now we are online, researchers see this facility as part of a general search for funding, whereas previously a good number of applications came via word of mouth, often through the suggestion of a CRS member. Our present system is more open, as the website was intended to make us, and for the modest amounts of money being sought, it is unreasonable to expect candidates to apply more than a year in advance, as our present system strictly enforced requires. It is proposed that the sub-committee has delegated powers, through Council, to decide on these applications which will be ratified by Council either at a Spring meeting in April/May or by email circulation if no meeting is scheduled, and that the decisions are reported to the Society at the AGM. In effect this is what happens already. It is proposed that the Society protects its interest by fixing the annual budget each year at the AGM, advised by Council as to the sum. 

Having listed the research awards and the documentation required, information on this process will be amended as follows: 

‘applications for awards should normally be received by the Chair of the Sub-Committee before I April in the year for which the award is required. Council will make a decision about the awards in early May and applicants should receive confirmation of its decision by 20 May’. (I have put in ‘normally’ to permit consideration of good, if late applications, should funds still be available) 

Professor Bill Sheils, Chair of Awards Sub-Committee 

## 6. _Archives_ 

The CRS archives were transferred from Downside Abbey to The Bar Convent, York in March 2022, to facilitate access for the archivist we had engaged to list them. This work was carried out at the end of March and beginning of April 2022 and a first stage report of the contents of the archives has been received. Unfortunately, the archivist has suffered bouts of ill-health during the last few months and so the final report, which will include comments and recommendations relating to the 

6 



physical state of the material, has not yet been completed. Meanwhile, we are gathering additional material from past officers of council and the society is very grateful to Dr. Hannah Thomas, Collections Manager at the Bar Convent, for continuing to house the archives and additional papers, in the short term. If any members of the society have papers relating to the history of the society or any aspect of its work which they think should be included with the archives I would be pleased to hear from them. When we receive the final report from the archivist, we will be able to identify any gaps in the collection and will appeal to members for copies of specific material to fill them. At that point Council will also be able to decide where the archives should be located permanently and to make appropriate arrangements for further cataloguing and for any necessary conservation work. 

Judith A. Smeaton 

## 7. _Thanks_ 

The Society remains grateful all those whose generosity has ensured its smooth-running and ongoing success in the last year. 

7 



## _**Minutes of the AGM of 2022**_ 

_held online and at the Bar Convent on Tuesday 12 July at 11.45 a.m._ 

_Present in person: Professor Judith Champ, Dr Aidan Enright; Dr Brian Casey; Dr Francis Freeman; Mrs Margaret Harcourt-Williams; Fr Peter Harris; Sr Patricia Harris CJ (representing the Bar Convent); Dr James Kelly; Dr Helen Kilburn; Professor Bill Sheils; Mrs Judith Smeaton; Dr Liam Temple; Dr Hannah Thomas._ 

1. **Apologies** had been received from Dr Arblaster, Dr Gibbons, Bp Hudson, Dr Mangion, Dr Nockles, Dr O’Brien, and Mr Powell. 

2. **Minutes of the 2021 AGM** . These were agreed as a true record; there were no matters arising. 

3. **Annual Report 2021-22.** This was adopted _nem con_ , proposed by Fr Harris and seconded by Dr Thomas. 

4. **Annual Accounts 2021-22** . These were adopted _nem con_ , proposed by Dr Doyle and seconded by Mrs Smeaton. 

5. **Council** . Dr Liam Temple was elected for a three-year term, proposed by Dr Kelly and seconded by Mrs Smeaton. 

6. **Date and venue of AGM in 2023** . In Dr O’Brien’s absence this was deferred to a future meeting of Council. 

7. **AOB** . Mrs Smeaton thanked Dr James for his service to the Society as its Honorary Secretary, from which office he retired at the end of the meeting. 

8 




## _**The 2023 Annual General Meeting of the Catholic Record Society will held at the**_ 

AGENDA 

1. **Apologies for absence** 

2. **Minutes of the 2022 AGM & Matters Arising** 

3. **Adoption of the Annual Report 2022-23** 

## 4. **Adoption of the Annual Accounts 2022-23** 

## 5. **Council Election** 

Dr Mangion comes to the end of her first three-year term at the AGM, and is willing to stand again for re-election. 

## 6. **Date and venue of AGM in 2024** 

7. **Any Other Business** _to be submitted to the Secretary in advance._ 

**CRS Annual General Meeting 2023 Tuesday 25 July at 12.15 pm** 

9 



REGISTERED CHAIUTY NUMBER: 313529
rt of the Tn￿teeS and
Financial Staiements for the Year Ended 31 March 2023
for
Th¢ Catholic Rccord Societ
King Hope
Chartercd Accountants
34 Romanby Road
NORTHALLERTON
North Yorkshire
DL7 8NF

The Catholic Recoi'd S
ietv
Contents of the Financial Statcrn¢nts
for the Year Ended 31 March 2023
Page
Report of the TNstees
I to 4
Independent Examinevs Report
Ststement of Financial Activities
Balance Sheet
Notes to the Financi￿ Statements
8 to 17
Detailed Statement of Financial Activities
18 to 19

The CatholiL Record S(Kiet .
Re ort of the T]ustees
for the Year Ended 31 Mar¢h 2023
The trusiees present their repon wtth the financial statements of the charity for the year ended 31 March 2023. The
trustees have adopted the pmvisions of A¢¢ounting and Reporting by Chariiies.. Statement of Recommended Practice
applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the
UK and Republic of Ireland (FRS 1021 (effective l January 20191.
0￿ECTIVEs AND ACTIVITIES
Objectives and aim$
The Catholic Record Society was esthblished on 10 June 1904 with the aim of advancing education in cOnn￿tIon with
the history of Roman Catholicism in the British Isles since the Reforn)ation.
Sigllificant activities
The activities of the Society are the Collation and reyiew of anicles for inclusion in the journal of the Society and the
publication of manuscripts and other texts for the Sociews Volumes 2nd Mtsnographs, the three Day Annual
Confcrence and the considerdtion ot grnit applications. The Soci¢ty also en¢ourag¢s th¢ d¢v¢lopm¢nt of re8ional
Catholtc Hi%tory day5.
The joujllal British Catholic HTrstory is available electronically, as well as ill hard copy, so a5 to its research results
more widely available.
In setting the objectives and plaJ]ning the activities for the year the Trustees have given ¢arefL¥I considerniion to the
Charity Commission's general guidance on public benefit.
Membership of the Society and ¢ontributioDs to its activiti¢s are welcome from anyone regardless of religion, ro¢¢ and
gender.
ACHIEVEMENT AND PERFORMAF4CE
ChArltable actlvltles
The Society produced its core publication British Catholic Hislory, in conjunction with Cambridge University Press
(CUP) with all p&8t volumes atMI rnonogTaphs available on the Societls wcbsit¢. Thc Socicty I.￿ currently ￿Cking to
appoint an Editorial As8iStant thc focu8 of thc rale to be on b￿k reviews as well as looking at other proposals to
future proof the re¢ord-series and gaining uryder readership. The CRS prize for all article was awarded for the third year
ill 202212023.
The Society continues to seek ways to expand the w¢bsite as a Wdy to fvlfil the Societls charitable objectives.
During the year, the Society published Volume 89 in the Record Series.. Philip Pertys Essay on the Life and ma]￿erS of
Robert Gr05sete5te, edited by Jack P CurtTJingha￿ with fL￿h¢T publications in progress for release in subsequent years.
Future volumes (and the recent backlist} will be also be available via print-on-demand and as e-books published by
Boydell & Brewer.
A hybrid a1￿Ual conference was held in July 2022 with some (klegates gathering at The Bar Convent, York. and others
participating online. Although the Society had invested in Streatning equipment to tnake this happ¢n, the overall
experience was mixed. H8ving had io be cancell¢d in the pnor year due to COVID19 resiriciions, the York History Day
was once again able io go ahead in June 2022.
Grants froTn Rev. Michael Williams and David Rogers Research Fund5 were made ￿thout regard to the applicants.
membership ofthe Society and made two awards to researchers during the y¢aT.
During the year discussio￿ continued with the Andrew Duncan Trnst regarding ihe traJLsfer of outslandiDg fvnds to the
Society which eventually took place on 7 Mar¢h 2023. The funds transferred forni a new restricted fund to be
administered for research grants.
Investment performance
Following global and ecoTknmic pressures in th¢ current financial year, Ihe investments have reported an overall decrea5¢
in value of £6,394 (being ullrealised losses net of deemed dividend illcome). Income is DOW automatically reinvested in
the portfolio but this decision can be reversed if ¢ircuIElStances change.
P2ge I

Th¢ Catholi¢ Record Societ .
Re rt of the Trustee5
for the Year Ended 31 March 2023
FINANCIAL REVIEW
Investment polley and objectlves
The Societys inYestTnents are managed by CCLA Fund Managers Ltd in accordance with the wnstitution.
Reserves poliey
It is the policy of the Society to maintain suffi¢ient funds to cover management and administrdtion and support cost5 and
platLned publications, for which donations are not received. for the following twelve months. The unrestricted liquid
fi￿d$ at the year end amounted ro £15.256 12022 - £35,161) are considered to be suifL¢ient for these purposes. The
trustees consider that sufficient liquid funds can be generated from other income W￿.1St income from investments is
cutrcntly being autoinatically reinvested.
The tTUStees note thai the nat￿e of the funds held with CCLA Fund Manager5 Ltd are such that investments Can be
realised as and when required. but acknowledge market pri¢ing will pr¢vail at the time of reali5atioll.
A sumw of the fitmncial results is Sho￿01 on page 6.
STRUCTURE. GOVERNANCE Al+lD MANAGEMENT
Governing doeument
The Catholic Record Society is a membership society governed by a ¢onstitution rnost recently amended at the 2020
Annual Oeneral Meeting and which took effect from the 2021 Annual Generdl Meeting. It is a charitable organisatlOD
regisiered under the Charities Act 2011.
Orgsnisational strllctllre
A president and up to four vice presidents hold honorary oifj¢es wtthout fitwi¢ial and administrative responsibilities.
The appoiTJtmet)ts are made by the Council although noi for a f)xed iemi- the Council may at any lime tem)inate such
appoiDtTllents.
The affairs of the Society are managed by a Council hereby ternied the Trusiees, consisting of up to four Custodial
Tjusiees, six elected members (following the constitutional amendment of 2007) and up to Six Honorary Officers.
The Council is elected by the members at the Annual General Meeting and elected rnembers hold o*fice for a period of
three years. Honorary 0￿)cerS are appointed by the Council and hold office for four years. Custodial Trustees are
appointed by the Council, although not for a fixed temi. The Chaimw) of Council is ¢I￿ted for a four year terni at the
riTSt meeling afier the office l)as fallen vacant.
In addition to the elected members, the Council may co-opt up to thrtt fi]rther members who shall a]ready be full
members of the So¢iety and shall serve until the conclusion of the next Annual Genernl Meeting after co-option.
Atrangements have been made for regular liaison beiween Custodial Trustees and Couneil.
Ib5k management
The Trustees have a duty to ideniify and review the risks to which the charity is exposed and to ensuie appropriate
controls are in place to provide reasonable assurdnce against fiaud and error. The Trustees annually review the tigks that
the Society faces. To date these haye mainly related to investrnent management and have been ameliordted by
diversifjed portfolio tmanagement.
The Couxcil has examined the major strdt¢gi¢ bustness and operational risks. wbich the Sobiety faces and confinns that
systems have been established to enable regular repons io be produced so that the necessary steps Can be taken to lessen
these risks.
REFERENCE AND ADMIF41STIL4TIVE DETAILS
Registered Charity llu￿ber
313529
Prlnelpal Address
114 Mount Street
LONDON
WIK3AH
Pag¢ 2

Th¢ Catholic Record Sociei
ort of the Trustees
March 202
Trustees
CM51odi41 Trustees
Mr S Jamieson
Mr A Fitzalatj Howard
Mr P Doyle MA, PhD, FRHist S
Mrs J SMeat0￿ B& MA
Elected & Appointed Members of Coullcfil
Dr S OBriell- Chair
Dr H Thomas, BA, MA, PhD- Conference Director
P Powell- Hon Treasurer.
Dr S JaTlles- Hon. Secretsry
- tesigned 12.7.22
Dr P Arbla5ter- Volume5 Editor
Dr K Gibbons- Journal Editor.
Fr P Harris
Dr J Bush- resigned 12.7.22
Dr C M Mangion- Hon. Membership Secretary
Dr P No¢kles, PhD
Professor J Champ
Dt M Power
Professor B Shells- co-opted 12.7.22
Dr H Kilburn, FHEA- Conference SecretarylDirector
Dr L Temple- elected 12.7.22
Dr S Jacob- appointed Hon Secreiary* 12.7.22
resigned 12.7.22
I*Honordry Officers)
Presldent
The Rt Revd Mgr Nicbolas Hudson MA. STL, Auxiliary Bishop in the Archdiocese of Westminster
Vlee PresldentS
The Rt Revd Di Abbot G Scott OSB, MA. PhD. FSA, FRHistS
The Lx)rd Mark Fitzalall Howdrd OBE
Professor Dr V.A. Mcclelland, ￿ PbD, FRHistS
M Hodgetts- died 12.12.22
Independent Examiner
Sarah Anderson BS¢ (HoJ]sl FCA
King Hope
Chartered Accountants
34 Romanby Road
NORTHALLERTON
North Yorkshire
DL7 8NF
BaDker$
The Ro￿1 Bank of Scotland Pl¢
London Belgravia Branch
24 Grosvenor Place
LONDON SWIX 7HP
Investment Advisers
CCLA Fund Managers Limited
Senator House
85 Queen Vi¢toria Street
London
EC4V 4ET
Page 3

The Catholic R¢cord Societ
R¢
n of thc T￿￿te¢S
hey rE
for
Approv¢d by order of the b02rd of tNStees on 29 Jun¢ 2023 and signed on its behalf by..
Mr A Fitzalan Howard- Tnjstee
Page 4

lttde
dent Examillevs Re
rt to the Tru5te¢s of
The Catholic Record Societ
Independent examiner's report to the trustees Of The Catholic Record Society
I report to the charity tsustees on my examination of the accounis of The Caiholic Record Society (the Trust) for the year
ended 31 March 2023.
Responslbiiltles and basis of report
As the charity ttustees of the Tntst you are responsible for the preparatioll of the accounts in accordance with the
requirements of th¢ Charitie5 Act 2011 I'the Act,).
I report in respect of my exaTnination of the Tn￿t'S accounts caTTied out ullder Section 145 of tbe Act aud in carryiD8 Out
y examination I have followed all applicable DirectlOIiS 8ivell by the Charity Con￿￿15$10￿ under Se¢tion 14515}(b) of
the Act.
Independent examiner's Staten￿ttt
I have completed my examination. I confjrm that no material matters have come to my attention in connection with the
eAamination giving me cause to believe that in any material respect..
accoullting records were not kept in respect of the Trust as required by Section 130 of the Act" or
the accounts do not a¢¢ord with those records; or
the accounts do Jk)t comply wich the applicable requirements collcernillg the forni and content of accounts set out
in the Charities (Accounts alld Reports) Regulations 2008 other than any requirement that the aceounts give a
true and fair view which is not a nvdtter CO￿ldered as part of an independent examination.
I have no ¢on¢ems and have come across no other matters in comjection with the exaTninatioll to which attention should
be drawll ill this report in order io enable a proper undetstanding of the accounts to be reached.
Sarah Anderson Bsc (Hons) FCA
King Hop¢
Chartered Accountants
34 Ro]nanby Road
NORTHALLERTON
North Yorkshire
DL7 8NF
10 July 2023
Page 5

Th¢ Catholic Record Societ .
s￿leMent of Financial Activiiies
for the Ended 31 March 2023
2023
Total
fimds
2022
Total
U)￿estrIcted
Restri¢ted
funds
Notes
INCOME AND ENDOWMENTS FROM
Donations and legacie#
1,000
I,(K)O
Charltable aetlvlties
Publications & Subscriptions
Conferences
11,106
3,289
11,106
3289
10,161
tllvestment income
Other income
13.649
5.645
26,638
19,294
26,638
18.384
Total
29.044
32.283
61,327
29.545
EXPENDrruRE O
Charitable activities
Publications & Subscriptions
Conferences
Management & Admin.
Grdnts
28.445
5,746
7,658
28.445
5,746
7,663
1,700
4,906
6,039
2,703
1.700
Totthl
41,849
1,705
43,554
13.648
N¢1 gaIn￿(lo$S¢S) on inveslments
(18,094)
(7,423)
(25,517)
56,429
F4ET INCOMEI(EXPENDITURE)
(30,899}
23,155
17,744}
72.326
RECOPICILIATIOIY OF FUNDS
Total filnds brought fonvard
548,737
223,308
772,045
699.719
TOTAL FUNDS CARRIED FORWARD
517.838
246,463
764.301
772,045
Th¢ not¢s forni part of these flllancial statements
Page 6

The Catholtc Record Societ
Balance Sheei
31 March 2023
2023
Total
funds
2022
Total
nds
Unrestricted
fund
Restricted
fimds
Noies
FIXED ASSETS
tlltangible assets
Tangible assets
Investments
12
13
14
2,816
1,397
498.369
2,816
1,397
711.656
4,409
213,287
718,050
502,582
213.287
715,869
722,459
CURRENT ASSETS
Debto
Cash in hand
15
3.569
29,420
3,569
62,596
8,146
45,540
33,176
32.989
33,176
66,165
53,686
CREDITORS
A￿ount5 falling due Mithin one year
16
(17,733)
(IV 733)
(4,100}
NET CURRENT ASSETS
15,256
33,176
48,432
49,586
TOTAL ASSETS LESS CURRENT
LIABILITIES
517,838
246.463
764,301
772,045
NET ASSETS
517,838
246,463
764,301
772,045
FUNDS
Uwestri¢teil fund5
Restricted fvnds..
Rt Rev Michael Williams Fund
Dovid Rogers Research Fund
The Andrew C Duncan Catholic History Trust
17
517,838
548.737
209.953
9,864
26,646
212,456
10,852
246.463
223,308
TOTAL FUNDS
764.301
772,045
The financial statem¢nts were approved by the Board of Trustees and auth(Frised for issue on 29 June 2023 and were
gigned on its behalf by.
AL PILL
Mr A Fitzalan Howard- Trustee
The notes forni part ofthese fmancial statements.
Page 7

The Catholic Record So¢iet ,
Notes to the Financial Sthiements
for the Year Ended 31 March 2023
Accouf4TING POLICtES
Basss of preparing the fjnancial ststements
The financial Statements of the charity, which is a public benefit entity undeF FRS 102, have been prepared in
accordance with the Charities SORP (FRS 1021 'Accountillg and Reponing by Charities.. Statement of
Recotntnended Pra¢tice applicable to ¢harilies preparing their accounts in a¢cordan¢e with the Financial
Rq)orting Standard applicable the UK and Republic of Ireland IFRS 102) [e￿eCtiVe l January 2019),,
Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of
Ireland, and the Charities Act 2011. The financial statements have been prepared und¢r the historical cost
conveniioo, with the exception of itivestments which are included at market value. as Jnodified by the revaluation
of certain assets.
The principal accounting policies are summarl￿d below.
cons151ently throughout the year and in the preceding year.
The accounting policies have been applied
Income
All income is recognised in the Statement of Financial Activities once the charity has eniiilement to the fimds. it
is probable that the income will be received a[￿ the amount can be measured reliably apart from Ltfe
SubYriptions which are credited to ullrestricted funds over a period agr¢ed by the Trustees.
The followqng specific policies are applied to particular categories of income..
Voluntary income is received by subscriptions and donations and is included in full in the Statement of
Financial A¢tivilies when r¢ceivable. Any income rettived from Life Subscriptions is recognised on
receipt.
Investmeni income is included when receivable, including the elemeni of deemed income on accumulation
units.
Incoming resour¢es from ciwitable trading activity ar¢ accounted for when earned.
Incoming resources from grants, where relaied to perf0m￿l¢¢ and specific deliverables, are a¢counied for
as the charity earns the right to Consideration by its perfonnance.
Expendlture
Liabilities are recogllised as expenditure as soon as there is a legal or coll5truclive obligation committing the
charity to that expenditure, it is probable that a trdnsfer of economic benefjts will be required in settlement and
the amount of the obligation ¢an be measured reliably.
Expe[￿lture is accounted for on an a¢¢n￿lS basis and has been classified under headings that aggregaie all wst
related to the ¢at¢gory.
Costs of generating fimds comprise the costs associated with aitracting voluntary income wthere applicable
and the costs of investtnent management.
Charitable expenditure ¢ornpris¢s those costs inwrred by the charity in the delivery of its activities and
services for its beneficiaries.
Governance costs include those costs associated with meeting the constitutional and statutory requiren)ents
of the Charity and include the independent examiners fees and costs linked to the strategic management of
the ciwity.
Grants offered subject to Conditions which have not been met at the year end date are noted as a ¢onunitm¢nt but
not 8ccrned as expenditure.
Intangible assets
Intangible assets relates to production of digital journals and website development costs wkn.ch are amortised on
a strdight line basis gver EKriods of 10 and 4 years respectively.
Page 8
continued...

The Catholic R¢¢ord Societ
Notes to the Flltsncial Stat¢nwits- continued
for the Year Ended 31 March 2023
ACCOUNTING POLICIES - continued
TaDgible fixed assets
Depreciation is provided at the ftsllowin8 annual rates in order to wyite off each asset over its estimated usefvl
Equipment
25 % on cost
TaxAtion
Tbe charity is exempt from t&K on it$ clwitable activities.
Fund aeeounting
Unresiri¢ted fi]nds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted fill]ds can oijly be used for particular r¢stri¢ted pulposes within the objects of the charity. Resirictions
arise ￿the￿ specified by the d¢)nor or when futtds ore raised for p&rtiGular restricted purpose5.
Further explallation of the nature and purpose of each fvnd is in¢luded in the notes to the financial statements.
DONATIOF4S AND LEGACIES
2023
2022
Donation5
I,oots
1.000
NVESTMENT INCOME
2023
2022
Divtd¢nds & Unit Trust Income
Deposit Interest
19,123
171
18,379
19,294
18,384
INCOME FROM CHARITABLE ACTtvrriES
2023
2022
Activity
Publications & SubscriptiODS
Subscriptions
Sale of Back Issues and
Royalty Income
Annual Conference &
Generdl Meeting
York History Day
8,168
8.488
Publications & Sub5CriPtions
2,938
1.673
Conferences
Conferences
3,034
255
14,395
10,161
Page 9
continued...

Th¢ Catholic Record Societ
Notes to the Financial Svdtements.. continu¢d
20
OTHER INCOME
2023
2022
TraTtsfer from unincorporated charity
26,638
On 7 March 2023, the Andrew C Duncan Catholic History Trnst charity was closcd and it was agreed that th¢
balance of funds would be transferred to the Society to be athninistered as a restricted fimd.
CHARITABLE ACTIVITIES COSTS
Grant
funding of
activities
{see note
Direct
Costs (see
noie 7)
Support
costs (see
note 9)
8}
Totals
PublicatiODS & Subscriptions
Conferences
Management & Admin.
GrdTJts
28,445
5,746
28,445
5.746
7.663
1,700
7.663
1,700
34.191
1,700
7,663
43,554
DIRECT COSTS OF CILIRITABLE ACTIVITIES
2023
2022
Annual confe￿nce & General Meeting
York History Day
CUP Member Charge {in¢luding earlier yeaTS)
Storage costs
CRS article award
Essay on the Life and Manners of Robert Grossete5te
Rites of Durham
Archive Relocation costs
5,386
360
13.117
508
500
7,970
6.350
454
500
1,273
2,679
34,191
4,906
GRANTS PAYABLE
2023
2022
Grants
1,700
2,703
During the year applicatsons wer¢ mad¢ to th¢ Rev. Michael Willianjs Research and David Rogers Research
Funds and total awards of £800 {2022- £2,343) and £900 (2022 - £360) respectively were made.
Page 10
continued...

The Catholic R¢cord Societ
Notes to the Financial Staternents - continu¢d
for the Y&v Ended 31 March 2023
SUPPORT COSTS
Inforn]atio
tecljnology
Governance
costs
Management
Totals
Management & Admin.
1,104
2,058
4.501
7.663
Support costs. included in the above, are as follows:
2023
Management
& Admin.
2022
Totsl
activities
Postage and stationery (refimded to
Trustees)
Sundries
Website maintenance
Development officer eollsultancy fees
Amortisation of intangible fixed assets
Depreciation of tangible fixed assets
Council Meeting Costs {refiJnded to
Trustees)
Room hire for Council Meeting
Independent Examiners Fees
AGcountan¢y
Bank charges
Pa￿jaI charges
245
357
502
124
452
750
1,597
1,593
465
1.136
192
445
2,549
154
25
165
435
2,301
147
68
7,663
6,039
10. TRUSTEES, REMUNERATION AND BENEFITS
There were no Inthes, remuneratton or other benefits for the y￿r ended 31 March 2023 nor for the year ended
31 March 2022.
Trustees, expenses
2023
2022
Trustees, expenses
1,381
165
The expenses were paid to Council Mcmbers as reimbursement of out of pocket expenses and for travel costs
incurred for attendance at Council Meetings.
Pagell
ontinued...

The Catholic Record Societ
Notes to the Financial Sialements- continued
for the Year Ended 31 March 2023
ii.
2022 COMPA114TtVES FOR THE STATEMENT OF FL¥ANCIAL ACTIVITIES
Unrestricted
Restricted
fund
funds
Total
fi]nd5
INCOME AND ENDOWMENTS FROM
Donaiiot]s and legacies
1,000
Charitable activities
Publicalions & Subscriptions
10,161
10,161
Inv¢s¢ment income
12,976
5,408
18,384
Total
24,137
5,408
29,545
EXPENDITURE ON
Charitable activities
Publscations & Subscriptions
Management & Admin.
Grdnts
4.906
6,039
4.906
6,039
2,703
2,703
Total
10,945
2,703
13,648
Net gains on investments
39.835
16.594
56.429
NET INCOME
53,027
19299
72,326
RECONCILIATION OF FLTr4DS
Total ￿ndS brought fonvard
495,710
204,009
699,719
TOTAL FUNDS CARRIED FORWARD
548,737
223,308
772,045
12.
INTANGIBLE FIXED ASSETS
Di8ital
Journa]s
Website
development
Totals
COST
At l April 2022 and 31 March 2023
6,857
3,640
10.497
AMORTISATION
At l April 2022
Charge for year
3,430
686
2,658
907
6,088
1,593
At 31 March 2023
4,116
3,565
7,681
NET BOOK VALUE
At 31 March 2023
2,741
75
2,816
At 31 March 2022
3,427
982
4,409
Page 12
continued...

The Catholic Record Societ
Notes io the Financial Statements- continued
MaTch 202
TAf4GIBLE FIXED ASSETS
Equipment
COST
Additions
1,862
DEPRECLiTION
Charge for year
465
NET BOOK VALUE
At 31 March 2023
1,397
At 31 March 2022
14.
FIXED ASSET IP4VESTMENTS
Listed
investments
MARKET VALUE
At l April 2022
Additions
Revaluations
718,050
19,123
{25,517)
At 31 March 2023
711,656
NET BOOK VALUE
At 31 March 2023
711.656
At 31 March 2022
718,050
All investments were held in the UK to provide an itivest￿￿t retum for the charity and were as follows..
Market Value
31 March 2023
31 March 2022
Unrestricted Restricted
Fund £
Fund £
Market
Value £
Cost £
Tothl £
Cost £
COIF Charities Investment
Fund
{A¢cumulation Units)
603,647
498,369
213,287 711,656 603,647 718,050
603,647
498,369
213,287 711,656 603,647 718,050
Cost or valuation at 31 March 2023 is represented by..
Listed
investments
Valuation sn 2021
Valuatton in 2022
Valuation in 2023
39,595
74,808
16,394)
603,647
711,656
P#g¢ 13
continued...

The Catholic Record Societ .
Notes to the Financial s￿lements- Gonlinued
for the Year Ended 31 March 2023
14.
FIXED ASSET INVESTMENTS- continued
The Societys Portfolio has b¢¢n ind¢pcndcntly valued by CCLA Fund Managers Limit¢d.
15.
DEBTORS: AlVtOUNTS FALLING DUE WITHIN ONE YEAR
2023
2022
Royalties due
Prepayments
2,520
1.049
5,344
2.802
3,569
8,146
16.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2023
2022
Other creditors
Subscriptions received in advallce
16,466
1,267
3,563
537
17,733
4,100
17. MOVEMENT Ir4 FUNDS
Net
movemet]t
in funds
At 1.4.22
31.3.23
Unr¢strRcted funds
General fimd
548,737
(30,899)
517,838
Restri£ted fllDds
Rt Rev Michael Williams Fund
David Rogers Research Fund
The Andrew C Duncan Catholic History
Trust
212.456
10,852
(2,503)
(988}
209,95J
9,864
26.646
26,646
223,308
23,155
246,463
TOTAL FUNDS
772,045
17,744}
764.301
Pag¢ 14
continued..

The Catholic Record Societ
Notes lo the Financ￿ Stat¢ments- continued
for the Year Ellded 31 MaT¢h 2023
17.
MOVEMENT IN FUNDS- continued
movement in funds, included in the above are as follows..
Incomtng
resources
Resources
expended
Gains and
losses
Movement
in fimds
Unreslri¢ted funds
General fimd
29,044
{41.849)
(18.094)
(30.899)
Restricted funds
Rt Rev Michael Williams Fund
David Rogers Research Fund
Th¢ Andrew C Duncan Catholic Htstory
Tn￿t
5,360
272
{800)
{900)
(7.063)
(360)
12,503)
(988)
26,651
(5)
26,646
32,283
(1,705)
{7,423)
23,155
TOTAL FUNDS
61,327
(43.554)
(25,517}
(7,744}
Comparatives for movement in funds
Net
rnovernent
in funds
At
31.3.22
At 1.4.21
Unre$trlttea funds
General fund
495,710
53,027
548,737
Restricted funds
Rt Rev Michael Willialhs Fund
David Rog¢rs R¢s¢ar¢h Fund
193.888
10,121
18,568
731
212.456
10,852
204,009
19,299
223,308
TOTAL FUNDS
699.719
72,326
772,045
Comparative net movement in funds, included in the abtsve are as follows..
Incoming
resources
Resources
expended
Gains and
losses
Movement
iti fimds
Unrestricted fuDd8
General fund
24,137
(10,945)
39,835
53,027
Restricted funds
Rt Rev Michael Williams Fund
David Rogers R¢%¢awh r.und
5,140
268
{2,3431
13601
15,771
823
18,568
731
5,408
(2,7031
16,594
19,299
TOTAL FUNDS
29,545
{13.648)
56,429
72,326
Page 15
continued..

The Catholic Rword Societ
Notcs lo the Financial Stat¢ments- continued
for the Year Ended 31 MaTch 2023
17.
MOVEMENT IN FUNDS- continued
A current year 12 month5 and prior year 12 months combined positson is as follows..
Nei
movement
in fi￿d5
At
31.3.23
At 1.4.21
UDf¢51ri¢ied fund$
General fund
495,710
22,128
517,838
Restricted funds
Rt Rev Michael Williams Fund
David Rogers Research Fund
The Andrew C Duncan Catholic History
Tru
193.888
10.121
16.06S
{2571
209,953
9.864
26.646
26,646
204,009
42,454
246,463
TOTAL FiINDS
699.719
64,582
764,301
A eurrent year 12 months and prior year 12 months combined net movement in funds. included in the above are
as follows..
Encoming
resources
Resources
¢xpended
Gains and
losses
Movement
in funds
Unrestrieted funds
General fvnd
53,181
{52,794)
21,741
22,128
Restricted funds
Rt Rev Michael Williams Fund
David Rtsge￿ Re5earth Fund
The Andrew C Dun¢an Catholic History
Trusi
10,500
540
{3.143)
{1.260)
8,708
463
16,065
(2571
26,651
(5)
26,646
37,691
{4,408)
9,171
42.454
TOTAL FUNDS
90,872
{57,202)
30,912
64.582
18.
RELATED PARTY DISCLOSURES
Please refer to note 9 in respect of T￿￿teeS expenses reimbursed.
In the prior year, following agrccment by the council. Dr S Jarnes a council member Wds paid a consultancy fce
for prornotional a¢tivities and development amounting to £750. No such pa>ments were made iti 2022123.
Pag¢ 16
continued...

Thc Catholic Record Societ
Notes io ihe Fin2ncial Statements- ¢ontinu¢d
19.
RESTIUCTED FUNDS
David Ro
ers Reseawh Fund
The David Rogers Research Fund was e5tablish¢d to help defray the costs of trdv¢l to libraries and archives by
researchers.
Rt Rev Michael Willian]s Fund
In 2006107 a donation of £125,000 was receiv¢d from the Rt Rev Michael Williams and 8 restricted fjjnd
established. The purpose of the fund is to en¢ourdge the scudy of historic￿ connections between Rollla
Catholicism in Englattd and Wales with the situation in other tountries in Europe in the post reforniation era
through grdnts to defray the trdvel attd basic subsistenc¢ costs of research. During the year interest has been
elit¢d to th¢ fund.
The Andrew C Duncan Catholic Histo Tn￿t
The fi￿dS were transfe￿ed to the Society in March 2023, with the trust having been originally founded by the
late Captain Andrew C. Duncan. OBE, RN, to provide bur&qries primarily for students from outside the United
Kingdom wishing ro corne to Britaill for a short ti]ne to study aspects of the history of the Catholic Church in
Great Britain siJKe the Ref¢)rnution.
Ea¢h of the thre¢ restricted flu￿8 are open to any applicant.
Sufficient resources in each fi￿d were held in liquid fomi to enable the fimd to be applied within its tern￿.
Page 17

Thc Catholic Record Societ
D¢tsil¢d Statement of Financial Aciiviiies
for the Year Ended 31 March 2023
2023
2022
INCOME AND ENDOWMENTS
Dollatlons and legacies
Donations
1,000
1,000
Investment Allcome
Dividends & Unit Tn￿1 Income
Deposit Interest
19,123
171
18.379
19,294
18,384
Charitable activities
Subscriptions
Sale of Back Issues attd Rosplty Income
Annual Conference & General Meeting
York History Day
8,168
2.938
3,034
255
8,488
1.673
14.395
10.161
Other income
Trn￿fer from unincoryorated chariry
26,638
Total incoming rewmrces
61,327
29.545
ExPEN￿￿URE
Charitable attivitiefj
Arnllal Confcrence & General M¢eting
York History Day
CUP m¢￿ber charge (including earlier years)
Storage costs
CRS articl¢ award
Essay on the Life and Manners of Robert
Grosseteste
Rites of Durha
Archive Relocation costs
Grdnts to individuals
5,386
360
13,117
508
500
454
500
7,970
6,350
1,273
2,679
2.703
,700
35,891
7,609
Support costs
Management
Postage and stationery (refunded to Council
members)
Sundries
Website maintenance
Development oificer consultancy ftts
245
357
502
124
452
750
1,104
1.326
This page does not form part of the ststutory fll)ancial statements
Page 18

The Catholic Record Societ
tktailed Statem¢ni olFinancial Activities
for the Y¢ar Ended 31 March 2023
2023
2022
ManagemeDI
Information teehnology
Digitsl Journals
Websiie development
Deprtciation of equipment
686
907
465
686
911
2,058
1,597
Governanee Costs
Council Meeting Costs {refjJnded to Trnstees)
Room hire for Council Meeting
Independent Examiners Fees
Accountancy
Bank charges
Paypal Charges
1,136
192
445
2,549
154
25
165
435
2,301
147
68
4,501
3,116
Total resources expended
43.554
13.648
Net income before g8ins and losses
17,773
15,897
Reali5ed recogni5ed gains #Dd losses
Unreaiised gaIn￿lI05ses} on r￿ed asset
invesunents
{25,517}
56,429
Net {expenditUTeyincfjme
(7,744)
72,326
This page does not forni part of the statuiory fmancial statements
Page 19

REGISTERED CHAIUTY NUMBER: 313529
rt of the Tn￿teeS and
Financial Staiements for the Year Ended 31 March 2023
for
Th¢ Catholic Rccord Societ
King Hope
Chartercd Accountants
34 Romanby Road
NORTHALLERTON
North Yorkshire
DL7 8NF

The Catholic Recoi'd S
ietv
Contents of the Financial Statcrn¢nts
for the Year Ended 31 March 2023
Page
Report of the TNstees
I to 4
Independent Examinevs Report
Ststement of Financial Activities
Balance Sheet
Notes to the Financi￿ Statements
8 to 17
Detailed Statement of Financial Activities
18 to 19

The CatholiL Record S(Kiet .
Re ort of the T]ustees
for the Year Ended 31 Mar¢h 2023
The trusiees present their repon wtth the financial statements of the charity for the year ended 31 March 2023. The
trustees have adopted the pmvisions of A¢¢ounting and Reporting by Chariiies.. Statement of Recommended Practice
applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the
UK and Republic of Ireland (FRS 1021 (effective l January 20191.
0￿ECTIVEs AND ACTIVITIES
Objectives and aim$
The Catholic Record Society was esthblished on 10 June 1904 with the aim of advancing education in cOnn￿tIon with
the history of Roman Catholicism in the British Isles since the Reforn)ation.
Sigllificant activities
The activities of the Society are the Collation and reyiew of anicles for inclusion in the journal of the Society and the
publication of manuscripts and other texts for the Sociews Volumes 2nd Mtsnographs, the three Day Annual
Confcrence and the considerdtion ot grnit applications. The Soci¢ty also en¢ourag¢s th¢ d¢v¢lopm¢nt of re8ional
Catholtc Hi%tory day5.
The joujllal British Catholic HTrstory is available electronically, as well as ill hard copy, so a5 to its research results
more widely available.
In setting the objectives and plaJ]ning the activities for the year the Trustees have given ¢arefL¥I considerniion to the
Charity Commission's general guidance on public benefit.
Membership of the Society and ¢ontributioDs to its activiti¢s are welcome from anyone regardless of religion, ro¢¢ and
gender.
ACHIEVEMENT AND PERFORMAF4CE
ChArltable actlvltles
The Society produced its core publication British Catholic Hislory, in conjunction with Cambridge University Press
(CUP) with all p&8t volumes atMI rnonogTaphs available on the Societls wcbsit¢. Thc Socicty I.￿ currently ￿Cking to
appoint an Editorial As8iStant thc focu8 of thc rale to be on b￿k reviews as well as looking at other proposals to
future proof the re¢ord-series and gaining uryder readership. The CRS prize for all article was awarded for the third year
ill 202212023.
The Society continues to seek ways to expand the w¢bsite as a Wdy to fvlfil the Societls charitable objectives.
During the year, the Society published Volume 89 in the Record Series.. Philip Pertys Essay on the Life and ma]￿erS of
Robert Gr05sete5te, edited by Jack P CurtTJingha￿ with fL￿h¢T publications in progress for release in subsequent years.
Future volumes (and the recent backlist} will be also be available via print-on-demand and as e-books published by
Boydell & Brewer.
A hybrid a1￿Ual conference was held in July 2022 with some (klegates gathering at The Bar Convent, York. and others
participating online. Although the Society had invested in Streatning equipment to tnake this happ¢n, the overall
experience was mixed. H8ving had io be cancell¢d in the pnor year due to COVID19 resiriciions, the York History Day
was once again able io go ahead in June 2022.
Grants froTn Rev. Michael Williams and David Rogers Research Fund5 were made ￿thout regard to the applicants.
membership ofthe Society and made two awards to researchers during the y¢aT.
During the year discussio￿ continued with the Andrew Duncan Trnst regarding ihe traJLsfer of outslandiDg fvnds to the
Society which eventually took place on 7 Mar¢h 2023. The funds transferred forni a new restricted fund to be
administered for research grants.
Investment performance
Following global and ecoTknmic pressures in th¢ current financial year, Ihe investments have reported an overall decrea5¢
in value of £6,394 (being ullrealised losses net of deemed dividend illcome). Income is DOW automatically reinvested in
the portfolio but this decision can be reversed if ¢ircuIElStances change.
P2ge I

Th¢ Catholi¢ Record Societ .
Re rt of the Trustee5
for the Year Ended 31 March 2023
FINANCIAL REVIEW
Investment polley and objectlves
The Societys inYestTnents are managed by CCLA Fund Managers Ltd in accordance with the wnstitution.
Reserves poliey
It is the policy of the Society to maintain suffi¢ient funds to cover management and administrdtion and support cost5 and
platLned publications, for which donations are not received. for the following twelve months. The unrestricted liquid
fi￿d$ at the year end amounted ro £15.256 12022 - £35,161) are considered to be suifL¢ient for these purposes. The
trustees consider that sufficient liquid funds can be generated from other income W￿.1St income from investments is
cutrcntly being autoinatically reinvested.
The tTUStees note thai the nat￿e of the funds held with CCLA Fund Manager5 Ltd are such that investments Can be
realised as and when required. but acknowledge market pri¢ing will pr¢vail at the time of reali5atioll.
A sumw of the fitmncial results is Sho￿01 on page 6.
STRUCTURE. GOVERNANCE Al+lD MANAGEMENT
Governing doeument
The Catholic Record Society is a membership society governed by a ¢onstitution rnost recently amended at the 2020
Annual Oeneral Meeting and which took effect from the 2021 Annual Generdl Meeting. It is a charitable organisatlOD
regisiered under the Charities Act 2011.
Orgsnisational strllctllre
A president and up to four vice presidents hold honorary oifj¢es wtthout fitwi¢ial and administrative responsibilities.
The appoiTJtmet)ts are made by the Council although noi for a f)xed iemi- the Council may at any lime tem)inate such
appoiDtTllents.
The affairs of the Society are managed by a Council hereby ternied the Trusiees, consisting of up to four Custodial
Tjusiees, six elected members (following the constitutional amendment of 2007) and up to Six Honorary Officers.
The Council is elected by the members at the Annual General Meeting and elected rnembers hold o*fice for a period of
three years. Honorary 0￿)cerS are appointed by the Council and hold office for four years. Custodial Trustees are
appointed by the Council, although not for a fixed temi. The Chaimw) of Council is ¢I￿ted for a four year terni at the
riTSt meeling afier the office l)as fallen vacant.
In addition to the elected members, the Council may co-opt up to thrtt fi]rther members who shall a]ready be full
members of the So¢iety and shall serve until the conclusion of the next Annual Genernl Meeting after co-option.
Atrangements have been made for regular liaison beiween Custodial Trustees and Couneil.
Ib5k management
The Trustees have a duty to ideniify and review the risks to which the charity is exposed and to ensuie appropriate
controls are in place to provide reasonable assurdnce against fiaud and error. The Trustees annually review the tigks that
the Society faces. To date these haye mainly related to investrnent management and have been ameliordted by
diversifjed portfolio tmanagement.
The Couxcil has examined the major strdt¢gi¢ bustness and operational risks. wbich the Sobiety faces and confinns that
systems have been established to enable regular repons io be produced so that the necessary steps Can be taken to lessen
these risks.
REFERENCE AND ADMIF41STIL4TIVE DETAILS
Registered Charity llu￿ber
313529
Prlnelpal Address
114 Mount Street
LONDON
WIK3AH
Pag¢ 2

Th¢ Catholic Record Sociei
ort of the Trustees
March 202
Trustees
CM51odi41 Trustees
Mr S Jamieson
Mr A Fitzalatj Howard
Mr P Doyle MA, PhD, FRHist S
Mrs J SMeat0￿ B& MA
Elected & Appointed Members of Coullcfil
Dr S OBriell- Chair
Dr H Thomas, BA, MA, PhD- Conference Director
P Powell- Hon Treasurer.
Dr S JaTlles- Hon. Secretsry
- tesigned 12.7.22
Dr P Arbla5ter- Volume5 Editor
Dr K Gibbons- Journal Editor.
Fr P Harris
Dr J Bush- resigned 12.7.22
Dr C M Mangion- Hon. Membership Secretary
Dr P No¢kles, PhD
Professor J Champ
Dt M Power
Professor B Shells- co-opted 12.7.22
Dr H Kilburn, FHEA- Conference SecretarylDirector
Dr L Temple- elected 12.7.22
Dr S Jacob- appointed Hon Secreiary* 12.7.22
resigned 12.7.22
I*Honordry Officers)
Presldent
The Rt Revd Mgr Nicbolas Hudson MA. STL, Auxiliary Bishop in the Archdiocese of Westminster
Vlee PresldentS
The Rt Revd Di Abbot G Scott OSB, MA. PhD. FSA, FRHistS
The Lx)rd Mark Fitzalall Howdrd OBE
Professor Dr V.A. Mcclelland, ￿ PbD, FRHistS
M Hodgetts- died 12.12.22
Independent Examiner
Sarah Anderson BS¢ (HoJ]sl FCA
King Hope
Chartered Accountants
34 Romanby Road
NORTHALLERTON
North Yorkshire
DL7 8NF
BaDker$
The Ro￿1 Bank of Scotland Pl¢
London Belgravia Branch
24 Grosvenor Place
LONDON SWIX 7HP
Investment Advisers
CCLA Fund Managers Limited
Senator House
85 Queen Vi¢toria Street
London
EC4V 4ET
Page 3

The Catholic R¢cord Societ
R¢
n of thc T￿￿te¢S
hey rE
for
Approv¢d by order of the b02rd of tNStees on 29 Jun¢ 2023 and signed on its behalf by..
Mr A Fitzalan Howard- Tnjstee
Page 4

lttde
dent Examillevs Re
rt to the Tru5te¢s of
The Catholic Record Societ
Independent examiner's report to the trustees Of The Catholic Record Society
I report to the charity tsustees on my examination of the accounis of The Caiholic Record Society (the Trust) for the year
ended 31 March 2023.
Responslbiiltles and basis of report
As the charity ttustees of the Tntst you are responsible for the preparatioll of the accounts in accordance with the
requirements of th¢ Charitie5 Act 2011 I'the Act,).
I report in respect of my exaTnination of the Tn￿t'S accounts caTTied out ullder Section 145 of tbe Act aud in carryiD8 Out
y examination I have followed all applicable DirectlOIiS 8ivell by the Charity Con￿￿15$10￿ under Se¢tion 14515}(b) of
the Act.
Independent examiner's Staten￿ttt
I have completed my examination. I confjrm that no material matters have come to my attention in connection with the
eAamination giving me cause to believe that in any material respect..
accoullting records were not kept in respect of the Trust as required by Section 130 of the Act" or
the accounts do not a¢¢ord with those records; or
the accounts do Jk)t comply wich the applicable requirements collcernillg the forni and content of accounts set out
in the Charities (Accounts alld Reports) Regulations 2008 other than any requirement that the aceounts give a
true and fair view which is not a nvdtter CO￿ldered as part of an independent examination.
I have no ¢on¢ems and have come across no other matters in comjection with the exaTninatioll to which attention should
be drawll ill this report in order io enable a proper undetstanding of the accounts to be reached.
Sarah Anderson Bsc (Hons) FCA
King Hop¢
Chartered Accountants
34 Ro]nanby Road
NORTHALLERTON
North Yorkshire
DL7 8NF
10 July 2023
Page 5

Th¢ Catholic Record Societ .
s￿leMent of Financial Activiiies
for the Ended 31 March 2023
2023
Total
fimds
2022
Total
U)￿estrIcted
Restri¢ted
funds
Notes
INCOME AND ENDOWMENTS FROM
Donations and legacie#
1,000
I,(K)O
Charltable aetlvlties
Publications & Subscriptions
Conferences
11,106
3,289
11,106
3289
10,161
tllvestment income
Other income
13.649
5.645
26,638
19,294
26,638
18.384
Total
29.044
32.283
61,327
29.545
EXPENDrruRE O
Charitable activities
Publications & Subscriptions
Conferences
Management & Admin.
Grdnts
28.445
5,746
7,658
28.445
5,746
7,663
1,700
4,906
6,039
2,703
1.700
Totthl
41,849
1,705
43,554
13.648
N¢1 gaIn￿(lo$S¢S) on inveslments
(18,094)
(7,423)
(25,517)
56,429
F4ET INCOMEI(EXPENDITURE)
(30,899}
23,155
17,744}
72.326
RECOPICILIATIOIY OF FUNDS
Total filnds brought fonvard
548,737
223,308
772,045
699.719
TOTAL FUNDS CARRIED FORWARD
517.838
246,463
764.301
772,045
Th¢ not¢s forni part of these flllancial statements
Page 6

The Catholtc Record Societ
Balance Sheei
31 March 2023
2023
Total
funds
2022
Total
nds
Unrestricted
fund
Restricted
fimds
Noies
FIXED ASSETS
tlltangible assets
Tangible assets
Investments
12
13
14
2,816
1,397
498.369
2,816
1,397
711.656
4,409
213,287
718,050
502,582
213.287
715,869
722,459
CURRENT ASSETS
Debto
Cash in hand
15
3.569
29,420
3,569
62,596
8,146
45,540
33,176
32.989
33,176
66,165
53,686
CREDITORS
A￿ount5 falling due Mithin one year
16
(17,733)
(IV 733)
(4,100}
NET CURRENT ASSETS
15,256
33,176
48,432
49,586
TOTAL ASSETS LESS CURRENT
LIABILITIES
517,838
246.463
764,301
772,045
NET ASSETS
517,838
246,463
764,301
772,045
FUNDS
Uwestri¢teil fund5
Restricted fvnds..
Rt Rev Michael Williams Fund
Dovid Rogers Research Fund
The Andrew C Duncan Catholic History Trust
17
517,838
548.737
209.953
9,864
26,646
212,456
10,852
246.463
223,308
TOTAL FUNDS
764.301
772,045
The financial statem¢nts were approved by the Board of Trustees and auth(Frised for issue on 29 June 2023 and were
gigned on its behalf by.
AL PILL
Mr A Fitzalan Howard- Trustee
The notes forni part ofthese fmancial statements.
Page 7

The Catholic Record So¢iet ,
Notes to the Financial Sthiements
for the Year Ended 31 March 2023
Accouf4TING POLICtES
Basss of preparing the fjnancial ststements
The financial Statements of the charity, which is a public benefit entity undeF FRS 102, have been prepared in
accordance with the Charities SORP (FRS 1021 'Accountillg and Reponing by Charities.. Statement of
Recotntnended Pra¢tice applicable to ¢harilies preparing their accounts in a¢cordan¢e with the Financial
Rq)orting Standard applicable the UK and Republic of Ireland IFRS 102) [e￿eCtiVe l January 2019),,
Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of
Ireland, and the Charities Act 2011. The financial statements have been prepared und¢r the historical cost
conveniioo, with the exception of itivestments which are included at market value. as Jnodified by the revaluation
of certain assets.
The principal accounting policies are summarl￿d below.
cons151ently throughout the year and in the preceding year.
The accounting policies have been applied
Income
All income is recognised in the Statement of Financial Activities once the charity has eniiilement to the fimds. it
is probable that the income will be received a[￿ the amount can be measured reliably apart from Ltfe
SubYriptions which are credited to ullrestricted funds over a period agr¢ed by the Trustees.
The followqng specific policies are applied to particular categories of income..
Voluntary income is received by subscriptions and donations and is included in full in the Statement of
Financial A¢tivilies when r¢ceivable. Any income rettived from Life Subscriptions is recognised on
receipt.
Investmeni income is included when receivable, including the elemeni of deemed income on accumulation
units.
Incoming resour¢es from ciwitable trading activity ar¢ accounted for when earned.
Incoming resources from grants, where relaied to perf0m￿l¢¢ and specific deliverables, are a¢counied for
as the charity earns the right to Consideration by its perfonnance.
Expendlture
Liabilities are recogllised as expenditure as soon as there is a legal or coll5truclive obligation committing the
charity to that expenditure, it is probable that a trdnsfer of economic benefjts will be required in settlement and
the amount of the obligation ¢an be measured reliably.
Expe[￿lture is accounted for on an a¢¢n￿lS basis and has been classified under headings that aggregaie all wst
related to the ¢at¢gory.
Costs of generating fimds comprise the costs associated with aitracting voluntary income wthere applicable
and the costs of investtnent management.
Charitable expenditure ¢ornpris¢s those costs inwrred by the charity in the delivery of its activities and
services for its beneficiaries.
Governance costs include those costs associated with meeting the constitutional and statutory requiren)ents
of the Charity and include the independent examiners fees and costs linked to the strategic management of
the ciwity.
Grants offered subject to Conditions which have not been met at the year end date are noted as a ¢onunitm¢nt but
not 8ccrned as expenditure.
Intangible assets
Intangible assets relates to production of digital journals and website development costs wkn.ch are amortised on
a strdight line basis gver EKriods of 10 and 4 years respectively.
Page 8
continued...

The Catholic R¢¢ord Societ
Notes to the Flltsncial Stat¢nwits- continued
for the Year Ended 31 March 2023
ACCOUNTING POLICIES - continued
TaDgible fixed assets
Depreciation is provided at the ftsllowin8 annual rates in order to wyite off each asset over its estimated usefvl
Equipment
25 % on cost
TaxAtion
Tbe charity is exempt from t&K on it$ clwitable activities.
Fund aeeounting
Unresiri¢ted fi]nds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted fill]ds can oijly be used for particular r¢stri¢ted pulposes within the objects of the charity. Resirictions
arise ￿the￿ specified by the d¢)nor or when futtds ore raised for p&rtiGular restricted purpose5.
Further explallation of the nature and purpose of each fvnd is in¢luded in the notes to the financial statements.
DONATIOF4S AND LEGACIES
2023
2022
Donation5
I,oots
1.000
NVESTMENT INCOME
2023
2022
Divtd¢nds & Unit Trust Income
Deposit Interest
19,123
171
18,379
19,294
18,384
INCOME FROM CHARITABLE ACTtvrriES
2023
2022
Activity
Publications & SubscriptiODS
Subscriptions
Sale of Back Issues and
Royalty Income
Annual Conference &
Generdl Meeting
York History Day
8,168
8.488
Publications & Sub5CriPtions
2,938
1.673
Conferences
Conferences
3,034
255
14,395
10,161
Page 9
continued...

Th¢ Catholic Record Societ
Notes to the Financial Svdtements.. continu¢d
20
OTHER INCOME
2023
2022
TraTtsfer from unincorporated charity
26,638
On 7 March 2023, the Andrew C Duncan Catholic History Trnst charity was closcd and it was agreed that th¢
balance of funds would be transferred to the Society to be athninistered as a restricted fimd.
CHARITABLE ACTIVITIES COSTS
Grant
funding of
activities
{see note
Direct
Costs (see
noie 7)
Support
costs (see
note 9)
8}
Totals
PublicatiODS & Subscriptions
Conferences
Management & Admin.
GrdTJts
28,445
5,746
28,445
5.746
7.663
1,700
7.663
1,700
34.191
1,700
7,663
43,554
DIRECT COSTS OF CILIRITABLE ACTIVITIES
2023
2022
Annual confe￿nce & General Meeting
York History Day
CUP Member Charge {in¢luding earlier yeaTS)
Storage costs
CRS article award
Essay on the Life and Manners of Robert Grossete5te
Rites of Durham
Archive Relocation costs
5,386
360
13.117
508
500
7,970
6.350
454
500
1,273
2,679
34,191
4,906
GRANTS PAYABLE
2023
2022
Grants
1,700
2,703
During the year applicatsons wer¢ mad¢ to th¢ Rev. Michael Willianjs Research and David Rogers Research
Funds and total awards of £800 {2022- £2,343) and £900 (2022 - £360) respectively were made.
Page 10
continued...

The Catholic R¢cord Societ
Notes to the Financial Staternents - continu¢d
for the Y&v Ended 31 March 2023
SUPPORT COSTS
Inforn]atio
tecljnology
Governance
costs
Management
Totals
Management & Admin.
1,104
2,058
4.501
7.663
Support costs. included in the above, are as follows:
2023
Management
& Admin.
2022
Totsl
activities
Postage and stationery (refimded to
Trustees)
Sundries
Website maintenance
Development officer eollsultancy fees
Amortisation of intangible fixed assets
Depreciation of tangible fixed assets
Council Meeting Costs {refiJnded to
Trustees)
Room hire for Council Meeting
Independent Examiners Fees
AGcountan¢y
Bank charges
Pa￿jaI charges
245
357
502
124
452
750
1,597
1,593
465
1.136
192
445
2,549
154
25
165
435
2,301
147
68
7,663
6,039
10. TRUSTEES, REMUNERATION AND BENEFITS
There were no Inthes, remuneratton or other benefits for the y￿r ended 31 March 2023 nor for the year ended
31 March 2022.
Trustees, expenses
2023
2022
Trustees, expenses
1,381
165
The expenses were paid to Council Mcmbers as reimbursement of out of pocket expenses and for travel costs
incurred for attendance at Council Meetings.
Pagell
ontinued...

The Catholic Record Societ
Notes to the Financial Sialements- continued
for the Year Ended 31 March 2023
ii.
2022 COMPA114TtVES FOR THE STATEMENT OF FL¥ANCIAL ACTIVITIES
Unrestricted
Restricted
fund
funds
Total
fi]nd5
INCOME AND ENDOWMENTS FROM
Donaiiot]s and legacies
1,000
Charitable activities
Publicalions & Subscriptions
10,161
10,161
Inv¢s¢ment income
12,976
5,408
18,384
Total
24,137
5,408
29,545
EXPENDITURE ON
Charitable activities
Publscations & Subscriptions
Management & Admin.
Grdnts
4.906
6,039
4.906
6,039
2,703
2,703
Total
10,945
2,703
13,648
Net gains on investments
39.835
16.594
56.429
NET INCOME
53,027
19299
72,326
RECONCILIATION OF FLTr4DS
Total ￿ndS brought fonvard
495,710
204,009
699,719
TOTAL FUNDS CARRIED FORWARD
548,737
223,308
772,045
12.
INTANGIBLE FIXED ASSETS
Di8ital
Journa]s
Website
development
Totals
COST
At l April 2022 and 31 March 2023
6,857
3,640
10.497
AMORTISATION
At l April 2022
Charge for year
3,430
686
2,658
907
6,088
1,593
At 31 March 2023
4,116
3,565
7,681
NET BOOK VALUE
At 31 March 2023
2,741
75
2,816
At 31 March 2022
3,427
982
4,409
Page 12
continued...

The Catholic Record Societ
Notes io the Financial Statements- continued
MaTch 202
TAf4GIBLE FIXED ASSETS
Equipment
COST
Additions
1,862
DEPRECLiTION
Charge for year
465
NET BOOK VALUE
At 31 March 2023
1,397
At 31 March 2022
14.
FIXED ASSET IP4VESTMENTS
Listed
investments
MARKET VALUE
At l April 2022
Additions
Revaluations
718,050
19,123
{25,517)
At 31 March 2023
711,656
NET BOOK VALUE
At 31 March 2023
711.656
At 31 March 2022
718,050
All investments were held in the UK to provide an itivest￿￿t retum for the charity and were as follows..
Market Value
31 March 2023
31 March 2022
Unrestricted Restricted
Fund £
Fund £
Market
Value £
Cost £
Tothl £
Cost £
COIF Charities Investment
Fund
{A¢cumulation Units)
603,647
498,369
213,287 711,656 603,647 718,050
603,647
498,369
213,287 711,656 603,647 718,050
Cost or valuation at 31 March 2023 is represented by..
Listed
investments
Valuation sn 2021
Valuatton in 2022
Valuation in 2023
39,595
74,808
16,394)
603,647
711,656
P#g¢ 13
continued...

The Catholic Record Societ .
Notes to the Financial s￿lements- Gonlinued
for the Year Ended 31 March 2023
14.
FIXED ASSET INVESTMENTS- continued
The Societys Portfolio has b¢¢n ind¢pcndcntly valued by CCLA Fund Managers Limit¢d.
15.
DEBTORS: AlVtOUNTS FALLING DUE WITHIN ONE YEAR
2023
2022
Royalties due
Prepayments
2,520
1.049
5,344
2.802
3,569
8,146
16.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2023
2022
Other creditors
Subscriptions received in advallce
16,466
1,267
3,563
537
17,733
4,100
17. MOVEMENT Ir4 FUNDS
Net
movemet]t
in funds
At 1.4.22
31.3.23
Unr¢strRcted funds
General fimd
548,737
(30,899)
517,838
Restri£ted fllDds
Rt Rev Michael Williams Fund
David Rogers Research Fund
The Andrew C Duncan Catholic History
Trust
212.456
10,852
(2,503)
(988}
209,95J
9,864
26.646
26,646
223,308
23,155
246,463
TOTAL FUNDS
772,045
17,744}
764.301
Pag¢ 14
continued..

The Catholic Record Societ
Notes lo the Financ￿ Stat¢ments- continued
for the Year Ellded 31 MaT¢h 2023
17.
MOVEMENT IN FUNDS- continued
movement in funds, included in the above are as follows..
Incomtng
resources
Resources
expended
Gains and
losses
Movement
in fimds
Unreslri¢ted funds
General fimd
29,044
{41.849)
(18.094)
(30.899)
Restricted funds
Rt Rev Michael Williams Fund
David Rogers Research Fund
Th¢ Andrew C Duncan Catholic Htstory
Tn￿t
5,360
272
{800)
{900)
(7.063)
(360)
12,503)
(988)
26,651
(5)
26,646
32,283
(1,705)
{7,423)
23,155
TOTAL FUNDS
61,327
(43.554)
(25,517}
(7,744}
Comparatives for movement in funds
Net
rnovernent
in funds
At
31.3.22
At 1.4.21
Unre$trlttea funds
General fund
495,710
53,027
548,737
Restricted funds
Rt Rev Michael Willialhs Fund
David Rog¢rs R¢s¢ar¢h Fund
193.888
10,121
18,568
731
212.456
10,852
204,009
19,299
223,308
TOTAL FUNDS
699.719
72,326
772,045
Comparative net movement in funds, included in the abtsve are as follows..
Incoming
resources
Resources
expended
Gains and
losses
Movement
iti fimds
Unrestricted fuDd8
General fund
24,137
(10,945)
39,835
53,027
Restricted funds
Rt Rev Michael Williams Fund
David Rogers R¢%¢awh r.und
5,140
268
{2,3431
13601
15,771
823
18,568
731
5,408
(2,7031
16,594
19,299
TOTAL FUNDS
29,545
{13.648)
56,429
72,326
Page 15
continued..

The Catholic Rword Societ
Notcs lo the Financial Stat¢ments- continued
for the Year Ended 31 MaTch 2023
17.
MOVEMENT IN FUNDS- continued
A current year 12 month5 and prior year 12 months combined positson is as follows..
Nei
movement
in fi￿d5
At
31.3.23
At 1.4.21
UDf¢51ri¢ied fund$
General fund
495,710
22,128
517,838
Restricted funds
Rt Rev Michael Williams Fund
David Rogers Research Fund
The Andrew C Duncan Catholic History
Tru
193.888
10.121
16.06S
{2571
209,953
9.864
26.646
26,646
204,009
42,454
246,463
TOTAL FiINDS
699.719
64,582
764,301
A eurrent year 12 months and prior year 12 months combined net movement in funds. included in the above are
as follows..
Encoming
resources
Resources
¢xpended
Gains and
losses
Movement
in funds
Unrestrieted funds
General fvnd
53,181
{52,794)
21,741
22,128
Restricted funds
Rt Rev Michael Williams Fund
David Rtsge￿ Re5earth Fund
The Andrew C Dun¢an Catholic History
Trusi
10,500
540
{3.143)
{1.260)
8,708
463
16,065
(2571
26,651
(5)
26,646
37,691
{4,408)
9,171
42.454
TOTAL FUNDS
90,872
{57,202)
30,912
64.582
18.
RELATED PARTY DISCLOSURES
Please refer to note 9 in respect of T￿￿teeS expenses reimbursed.
In the prior year, following agrccment by the council. Dr S Jarnes a council member Wds paid a consultancy fce
for prornotional a¢tivities and development amounting to £750. No such pa>ments were made iti 2022123.
Pag¢ 16
continued...

Thc Catholic Record Societ
Notes io ihe Fin2ncial Statements- ¢ontinu¢d
19.
RESTIUCTED FUNDS
David Ro
ers Reseawh Fund
The David Rogers Research Fund was e5tablish¢d to help defray the costs of trdv¢l to libraries and archives by
researchers.
Rt Rev Michael Willian]s Fund
In 2006107 a donation of £125,000 was receiv¢d from the Rt Rev Michael Williams and 8 restricted fjjnd
established. The purpose of the fund is to en¢ourdge the scudy of historic￿ connections between Rollla
Catholicism in Englattd and Wales with the situation in other tountries in Europe in the post reforniation era
through grdnts to defray the trdvel attd basic subsistenc¢ costs of research. During the year interest has been
elit¢d to th¢ fund.
The Andrew C Duncan Catholic Histo Tn￿t
The fi￿dS were transfe￿ed to the Society in March 2023, with the trust having been originally founded by the
late Captain Andrew C. Duncan. OBE, RN, to provide bur&qries primarily for students from outside the United
Kingdom wishing ro corne to Britaill for a short ti]ne to study aspects of the history of the Catholic Church in
Great Britain siJKe the Ref¢)rnution.
Ea¢h of the thre¢ restricted flu￿8 are open to any applicant.
Sufficient resources in each fi￿d were held in liquid fomi to enable the fimd to be applied within its tern￿.
Page 17

Thc Catholic Record Societ
D¢tsil¢d Statement of Financial Aciiviiies
for the Year Ended 31 March 2023
2023
2022
INCOME AND ENDOWMENTS
Dollatlons and legacies
Donations
1,000
1,000
Investment Allcome
Dividends & Unit Tn￿1 Income
Deposit Interest
19,123
171
18.379
19,294
18,384
Charitable activities
Subscriptions
Sale of Back Issues attd Rosplty Income
Annual Conference & General Meeting
York History Day
8,168
2.938
3,034
255
8,488
1.673
14.395
10.161
Other income
Trn￿fer from unincoryorated chariry
26,638
Total incoming rewmrces
61,327
29.545
ExPEN￿￿URE
Charitable attivitiefj
Arnllal Confcrence & General M¢eting
York History Day
CUP m¢￿ber charge (including earlier years)
Storage costs
CRS articl¢ award
Essay on the Life and Manners of Robert
Grosseteste
Rites of Durha
Archive Relocation costs
Grdnts to individuals
5,386
360
13,117
508
500
454
500
7,970
6,350
1,273
2,679
2.703
,700
35,891
7,609
Support costs
Management
Postage and stationery (refunded to Council
members)
Sundries
Website maintenance
Development oificer consultancy ftts
245
357
502
124
452
750
1,104
1.326
This page does not form part of the ststutory fll)ancial statements
Page 18

The Catholic Record Societ
tktailed Statem¢ni olFinancial Activities
for the Y¢ar Ended 31 March 2023
2023
2022
ManagemeDI
Information teehnology
Digitsl Journals
Websiie development
Deprtciation of equipment
686
907
465
686
911
2,058
1,597
Governanee Costs
Council Meeting Costs {refjJnded to Trnstees)
Room hire for Council Meeting
Independent Examiners Fees
Accountancy
Bank charges
Paypal Charges
1,136
192
445
2,549
154
25
165
435
2,301
147
68
4,501
3,116
Total resources expended
43.554
13.648
Net income before g8ins and losses
17,773
15,897
Reali5ed recogni5ed gains #Dd losses
Unreaiised gaIn￿lI05ses} on r￿ed asset
invesunents
{25,517}
56,429
Net {expenditUTeyincfjme
(7,744)
72,326
This page does not forni part of the statuiory fmancial statements
Page 19