LINCOLN RECORD SOCIETY
TRUSTEES, REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
Wright Vigar Limited
Chartered Accountants
15 Newland
Lincoln
LNI IXG

LINCOLN RECORD SOCIETY
TRUSTEES, REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
11 If4',Ik

LINCOLN RECORD SOCIETY
TRUSTEES. REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
CONTENTS
TRUSTEES, REPORT
Reference and Administrative Detsils
President's Introduction
Structur4 Governance and Management
Objectives and Activities
Achievements and Perfonnance
Financial Review
INDEPENDENT EXAMINER'S REPORT
FINANCIAL STATEMENrs
Statement of Finanaal Activities
Balance Sheet
Notes to the Financial Ststernents
List of Publications
11
12
13
19

LINCOLN RECORD SOCIETY
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 JULY 2024
The Trustees present their report with the financial statements for the year ended 31 luly
2024. The financial statements have been prepared in accordance WAth the Charity's
governing documenL the Charities Act 201 l and Accounting and Reporting by Charities:
Reference and Administrative Details
Prinapal office
Lincoln Cathedral Library,
Minster YarLL
LN2 IPX.
Registered charity number
513433
Website
wwwjincoln-record-society.org.uk
Officers
President
Honorary Treasurer
Prof. D. Stocker, MA, DL]￿ Duniv. FSA. MCIfA * K. Hollamby, FSAScot '
Honorary Vice-President
Honorary Secretary
Lady Monson
P. R. Dryburgh, BA, PhD .
Honorary General Editor
Prof P.M. Hoskin, MA DPhiI DAA FSA FRHistS'
Trnstees
N. H. Bennett, MA, DPhil'
J. Manterfield, BA, PhD
D. Crook. MA, PhD
A. K. McHardy. MA, DPhil
P. R. Dryburgh, BA, PhD
J. Newman, BA, PhD - Appt 1211112023
J. P. Haseldine, MA, PhD'
Prof. D. Stocker, MA DLitt, Duniv, FSA
K. Hollamby, FSAScot"
MCIfA
Prof P.M. Hoskin, MA DPhJ DAA FSA FRHistS A. G. Walker, MA, DPhil
C. P. C. lohnson, BA
R. C. Wheeler, MA, DPhil '
Prof. M. C. E. yones MA, D Phil, D Litt,
Prof. L.J. Wilkinson MA. PhD, FRHISS '
Membre (Associé Étranger) de I'Institut
M. L. Wilson. BA, PhD
' Finance and Publications Committee
Independent Examiner
Paul Colcornb FCCA
Wright Wigar Limite(L
Chartered Accountants & Business Advisers,
15 Newlan(L
Lincoln. LNI IXG.
Brokers
Brewin Dolphin,
Olympic House,
Doddington Road,
Lincoln.
LN6 3SE.
Solicitors
Chattertons Solicitors & Wealth Management
St Swithin's Court,
l Flavian Road.
Lincoln.
LN2 4GR.
Bankers
Lloyds Bank,
202 High Street.
Lincoln.
LN5 7AP.

LINCOLN RECORD SOCIETY
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 SULY 2024
President's Introduction
The beneficial effects of Nigd Burns generous bequest of 2020 are now being seen in every area
of Society activity. Our memorial to Nigels own contribution to local history - The 'New
Priorities. programme - was explained in the Report for 2020-21 and what follows is a
ommentary on the progress we have made on those priorities during 2023-4.
Members will recall that our Councils ambitious Wew Priorities, programme is organised under
five headings:
l. Immediate issues with our website have now been resolved and we now have a new platforn]
offering Society members and collaborators a single hub for accessing searchable digitised
versions of previous LRS volumes. The website is now also offering inforn]ation on. and
access to, several other activities arising from the New Priorities programme. We owe our
Treasurer, Ken Hollamby, a vote of thanks for bringing us expeditiously to thks position. As I
observed last year. this represents a major achievement for the Society and we are
continuing to see a modest increase in membership numbers as a result, especially amongst
institutions and younger researchers.
2. An apparent glimmer of progress in our programme of digitisation of key documents during
the early part of 2023 proved to be a mirag< and once again I must report an unsatisfactory
position. Neverthdess. The Treasurer. the programme director - Dr Rob Wheeler - and
myself have now agreed on a different approach to our contractor, whlch we hope will be
more productive. Council will receive a report in October and consider progress.
3. As reported last year. our programme of 'outreach' projects is now being directed by Dr
Andrew Walker. He has made an immediate impact with a steady flow of excellent projects
designed and implemented during the year. Thank YO￿ Andrew! Following the unexpected
hiatus in Newsletter production last year, we have now also seen the first issue published
under the direction of Dr Hannah Boston, who has taken over responsibility from Dr
Marianne Wilson, who did such a good job for the Society for many years. Officers are very
grateful to Dr Boston for having agreed to take-on the editorship of the Newsletter. and we
are excited by her plans for further newsletter editions in 2024-5.
4. The Large Grants programme. under the direction of Dr lulian Haseldin4 has also begun to
establish a routine during 2023-4. Supported by our speaalist targe Grants Committee (LGC),
Dr Haseldine has now established a'pipeline, of projects for consideration, and specific awards
made by Council during the year are detailed elsewhere in the Annual ReporL The Society's
brave decision to move into offering such major grants has been vindicated by the number and
quality of proposals that have come to us this year, whilst the Society's reputation for promoting
the study of history within the fornieT Diocese of Lincoln has been greatly enhanced.
5. The Society's programme of Small Grants has also developed very satisfactorily this year,
under the direction of our Secretary Paul Dryburgh - as a quick glance at this Report will
show. We are now receiving a regular flow of viable proposals that match our criteria and we
have come near to spending the entire allocated budget this year.
6. To repeat last year's report: following consultation and discussion with stakeholders, our
programme of conservation work on documents has been inextricably tied to projects that
assist work under the four previous headings. Where a document forming an integral part of
a project progressedlfunded under one of the above work-steams requires conservation

LINCOLN RECORD SOCIETY
TRUSTEES, REPORT
FOR THE YEAR ENDED 31 JULY 2024
attention. we will seek to 8rant-aid that conservation work No such documents have been
proposed for grant-aid under this heading during the reporting year.
Structur4 Governance and Management
The Society was founded in 1910 by Canon Charles Wilmer Foster. and subsequently endowed by
Kathleen Major and Nigel Burn, with the object of publishing records and documents reIating to
church, parochial, manoriaL famity history and other aspects of the history of the county and ancient
diocese of Lincoln.
Policies to enable the Society to achieve its chaTitable objectives are deterniined by its Council of
Trustees, which meets once or twice each year. An annual report and any changes to the governing
document are put before members at the Annual General Meeting, usually hdd in October or early
November. The day to day runntng of the Society is delegated by Council to the Finance and
Publications Committee and to its Officers. An annual budget and five year plan is reviewed and
approved by Council at its autumn meeting.
Membership is open to all, on payment of the annual subscription. currentty set at £25 for all
members, in return for which, members are supplied with the annual nuin series publications of the
Society. Subscriptions are due on l August each year, but members may join at any time during the
year and receive a full year's benefits. Most of the Society's publications deal with Lincolnshire. but
some of the volumes indude matter relating to the counties of Bedfor(L Bucktnghani part of
Hertford Huntingdon, Leicester. Northampton. Oxford and Rutlan(L which were in fornieT days
included in the diocese of Lancoln. Members are entitled to purchase back volumes and publications
in the additional series at a discounL
The governing document is Teproduced here.
The Rules of the Soaety are:
l. The Society shall be called the LINCOLN RECORD SOCIETY (hereinafter referred to as
the Society).
2. The object of the Society shall be the advancement of public education in the history of the
ancient diocese of Lincoln and the county of Lincolnshire especially by the transcription,
editing and publication of original historical documents. The word 'Diocese in this clause
shall indude any counties which have at anytime formed part of the Diocese of Lincoln.
3. Membership of the Society sha]1 be constituted by the payment of the annual subscription,
or, in the case of life members, of the composition.
4. The annual subscription shall be detemined from time to time by the Trustees and shall be
payable on the first day of August in every year. A composition of an amount twenty times
that of the annual subscription shall constitute life membership from the date of coniposition.
5. The management of the affairs of the Society shall be vested in a Council consisting of the
president. secretary. general editor, treasurer and a number of at least seven and not
exceeding twenty other members of the Society to be elected at the annual general meeting.
Vacancies occurring between annual general meetings may be filled by the Council. Three
shall form a quorum.

LINCOLN RECORD SOCIETY
TRUSTEES, REPORT
FOR THE YEAR ENDED 31 JULY 2024
6. Each member shall be entitled to one copy of every work published in the main series by the
Society in respect of his year of membership. No person shall receive any such volume until
his subscription for the year in respect of which the volume is published has been paid.
Provided that any member may be supplied with any of the publications, induding the
additional series, on such terms as the Council may from time to time determine.
7. Persons who are not members of the Society rnay be supplied with the publications of the
Society on such terms as the Council may determine.
8. The funds of the Society, induding the vouchers or securities for any investments. shall be
kept at a Bank to be selected by the Council in the name of the Society. Such investments
shall only be dealt wlth by an authority signed by the Secretary and such other person or
persons as the Council may from time to time appoint.
9. The accounts of the receipts and expenditure of the Society and of its assets and liabilities.
up to the 31 st July in each year. shall be scrntinised in accordance with relevant legislation
for the time being by an appropriate person or body to be appointed by the Society.
10. An annual general meeting of the member5 shall be held in the Autumn, to receive a report
upon the work of the Society and the General Editors report, to receive the Treasurers
financial statement and to elect an appropriate scrutineer in accordance with Rule 9, to elect
officer5 and a council for the ensuing year. and to transact the general business of the Society.
I i. The Council may require the accuracy of any transcript. calendar or translation to be tested
on their behalf before it is Printed.
12. The editor of a volume shall be entitled to receive five copies of the work.
13. The Secretary shall keep a minute book wherein shall be entered a record of the transactions
as well at meetings of the Council as at general meetings of the Society.
14. The rules shall only be amended at a General Meeting called for that purpose giving at least
21 days notice of the proposed amendment. No amendment shall be made to the
constitution that would cause the Society to cease to be a Charity at Law. Any alteration to
the constitution must receive the assent of not less than two-thirds of those present and
voting. Any amendment to Clause 2 or Clause 15 or this Clause sha]1 require the prior
approval of the Charity Commissioners for England and Wales.
15. The Society rnay be dissolved by a resolution passed by a two-thirds majority of those present
and voting at a General Meeting. In the event of dissolution, any property remaining after the
satisfaction of all debts and liabilities shau be given or transferred to such other charitable
institution or institutions having objects similar to the objects of this Society as the Charity
Commissioners or other authority having charitable jurisdiction nydy determine.
Trustees: The Council mernbers constitute Trustees ofthe charity for the purposos of charity
legislation. having due regard to the qualifications reputation and rdevant abilities of the candidates.
Explanation of the legal duties and responsibilities of Trustees is given by the Secretary to new
Trustee& and all Trustees are advised of any changes to rdevant legislation and reconimended best
practi￿. From time to time Trustees receive training froTn external providers.

LINCOLN RECORD SOCIETY
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 JULY 2024
Risks: are identifid deterniind evaluated and managed by regular review ofoperating condition&
and bythe nTrintenance of a risk re￿Ster, which is reviewed at least annuallyby the Finance and
Publications CommitteL The major risks to which the kniety is exposed relate to market conditions
surrounding its inv&stment portfoli￿ data Joss rdating to its fll]ancial and a(Imirithtive record& and
the loss of the officers without adequate provision being made for their replacement and the transfer of
knowledge. In the Trustees, opinion, reasonable steps have been taken to redu￿ exposure to these iisks.
Data Protertion: In May 2018 the General Data Protection Regulation (GDPR) came into force.
This regulates the processing of personal data by organisations. Tji order to ensure the Society's
compliance the officers have drawn up a Data Protection and Inforn￿tiOn Security Policy. This sets
out the personal data the Society collects and the mec1￿1]51￿ by which it seeks to process further,
manage (induding destruction) and store that da￿ in order to compIy with this legislation and fulfil
the contractual agreement between Society and member regard to the benefits of the
subscription. It akn outlines procedures for review and revision in line with future legislation. Full
details of the policy are available on our website.
Objectives and Activities
The Society's objectives are noted above.
Activities are established by the to meet and accord with the Society's charitable objectives.
In addition to the publication of hTrstorical documents rdating to the diocese and ancient county of
Lincolnshir& the Society also makes grants for research and other purpos&s which. in the opinion of
the Trustees will further the Societys objective& The Society also organises events for its members
and the general public which help to achieve its objectives. It also activdy communicates with its
members via soaal media and email as well as print publication&
Public BenefiL. The Trustees having W to the guidan￿ issued bythe Chality Commission in
deciding what activities the SoaetyshouId undertak the Societymakes its volumes fredyavailable to
the general public by appointment with Iincoln Cathedral Librdrywhere two sets of its publi￿tionS are
hdd The Societys volumes are also st(Kked by many public libraries and archive& and are available for
sale to non-members on payrnent of the cover Pri￿ in force for the time bel￿ The S￿Iety's websit&
Facebook and Twitterlx pages are available to all tnternet users and contain infi)rmation about its work
publications wt.making progra￿& ]inked organisation% and events open to the general publio
Volunteer&. The Society's Trustees are all volunteers. and it has not yet needed any other volunteers
who are not Trustees. It is estimated that the Trustw contribute some l(X)0 - 15(M) hours per annum
of their time to the running of the Society. The equivalent financial benefit of these hours of
professional titne may be in the region of £IOO.(X)O per annum.

LINCOLN RECORD SOCIETY
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 JULY 2024
Achievements and Perfornwic£
Membership: This year the society welcomed 16 new members and notes the resignation of 2
members. We are sorry to report the deaths of Lord Cormack and Reg BTocklesby. At the end of
the year the society had 289 members.
New members:
Charlie Blower, Bedfordshire
Georgie Buswe]L Northamptonshire
Claudia Capanaoni, Lincoln
Mark Gardiner, Lincoln
Heather Grove& Warwickshire
Heather Hughes. Lincoln
Dean Irwin, Lancashirei
Simon Keith. Nottinghamshi
Chris Lewis, Cheshire
Lynn MarriotL Leicestershire
Bethany McDad4 Norfolk
Kathw McNeil, Nottinghamshire
Nottingham University
Daniel Power. Swansea
Roderic Wagoner. Tuscon, Arizona
Gustav Zamore, Uppsala
Publications: During the last year the Society published Ralph Ottey's, edited by Heather
Hughes, A Jamaican in Lincolnshire: From the wartime RAF to a life in Boston, in our Occasional
Series. The publication of this fascinating mernoir was celebrated both at Ralph Ottey's IOOth
birthday and formally, at the Writing the Air War conference in May.
Two volumes are currently in press, Brian Hodgkinson's edition of the Louth St Jame5
Churchwordens accounts 1527-1570, and Professor Maria Hayward's edition of The Privy Purse
Accounts of Catherine ofBraganza 1663-1681. Several other volumes are in active preparation,
in particular the third part of Nicholas Bennett's Lincolnshire Parish Clergy series, covering the
large deanery of Calcewaith, thirty-nine parishes including Alford and Mablethorpe, Rod
Ambler's and Martin Watkinson's edition of The Pelham Surveys 1585-87 and Related Probate
Material and Michael Gilbert's completion of Marion Brassingtons edition of Tre Minute Book
of the Townhusbands of SpaHing> 1591-1697.
For the Kathleen Major Series. three proposed editions are making sood progress: the Kirkstead
Cartulary. edited by Katy Dutton. the Oath Takers Lists edited by Nigel Saul, and Bishop
Buckingham's Memoranda edited by Alison McHardy. The Society is also hoping to publish the
new edition of the Lincoln Cathedral Medieval Library Catalogues
The Society is most grateful to all those who are preparing future volumes for its series.
Other Activities: The Society continues to explore and deliver a range of activities beyond our
core business which demonstrate a commitment to engaging with members and non-membeis
alike both in person and online. Here. more detail is given on individual progranmnes and
award schemes.
Website and Lhgitisation
All members now have free {password-protected) access to Teadable and searchable digital
copies of as many of the Society's publication list as possible - eleven volumes are currently
omitted on copyright grounds. though in the year under review the Finance and Publications
Committee has agreed a budget for a project to dear the majority of these as soon as possible.

LINCOLN RECORD SOCIETY
TRUSTEES, REPORT
FOR THE YEAR ENDED 31 JULY 2024
Non-members are able to access the site either by subscribing to the Society or purchasing time-
limited sessions. There remains discussion in Council around subscription models for
institutional members. and proposals will be announced once agree(L During the year under
review, significant progress has been made in uploading digitsl images and transcriptions of a
first batch of taxpayer lists from The National Archives. These are now available on the Societys
website and more images and transcriptions are being prepared by the editor, Dr Rob Wheeler.
Communications
In the year under review, the Society appointed Dr Hannah Boston (University of Lincoln) to
take over editing our News Review. The first edition under her oversight was issued to members
in April and contained the usual mix of features. AGM and conference reports and introductions
to research as well as obituaries for Lord Patrick Corn]ack (d. 2024) and our former Presiden(
Professor David Smith (d. 2022). The News Review will be issued twice annually in future.
The Societys social media profile remains one of our primary means of communication: our
Twitterlx feed (@LincolnRecSoc) now has 723 followers (an increase of 50 over the year) and
allows interactions from interested users worldwid£ Our mailshot service to members,
Mailchimp. now has over 200 subscribers and allows the Soaety to share promptly news of
upcoming events organized in and around Lincolnshire.
LRSAGM 2023
On 12 November 2023, around thirty members of the Society gathered at the historic Saracen's
Head in Southwell. The AGM formed part of the Stenton Legacy conference (reported below)
but dealt with important Society business, including the election of a new Trustee, Dr. Jack
Newman.
Outreach: During the year, outreach funds were granted to facilitate student involvement in
the 'Writing the Air War. conference, which the Lincoln Record Society co-funded and which
was jointly organised by Professor Heather Hughes of the University of Lincoln and Professor
Claudia Capancioni of Bishop Grosseteste University. This took place at the International
Bomber Command Centre on I l and 12 May. A University of Lincoln postgraduate studenL
Alex Pesaro recorded all aspects of the event" and the Society also funded Patricia Ruff to
produce schools-orientated educational materials relating to the conference.
Some preliminary work was undertaken by Dr Derwin Gregory frorn Bishop Grosseteste
University which is due to lead to a source-related Games Jam taking place in Autumn/Winter
2024 involving Lincolnshire schoolchildren and students from Bishop Grosseteste University.
Preparations have taken place through the year in advance of a September conference? jointly
organised by the Society, the Society for Lincolnshire History and Archaeology and the British
Association for Local History. The conference, entided 'Untold Stories, is taking place at Lincoln
College on 21 September 2024 at which new research exploring little-known primary sources
relating to the historic diocese of Lincoln will be revealed.
Plans are in place for a series of webinars to take place during 2024-25. If you are interested in
participating in these, please contact Andrew Walker via email at
andrewwalkerl 163@gmail.com

LINCOLN RECORD SOCIETY
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 JULY 2024
Small Grants:
£31.157 was paid in sndl grants, these are listed on page 15.
Iarge Grants:
Dr. Katy Dutton continues her work on An edition ofthe KirksteadAbbey cartulary (British Library
Cotton Vespasian E xviii). A Nwl Burn Memorial Research Grant of £18,315 was made in June 2022.
A Nigd Burn Memorial Research Grant of £62.491 payable over three years was approved in May
2023 to Dr W. Jack Rthoden of Bishop Grosseteste University. forLincoln Diocesan Training Collega. a
biographical register of its earfiest students (1862-1918).
A Nigel Burn Memorial Poswaduate Studentship of £68.932 payable over three years was approved
in August 2023 to Jessica HolL PhD studenL University of tincoln, towards the completion of the
doctoral project tided'Thomas Bek (& 1347). Bishop ofLincohL' Familial Networkf, Ecdesiastical
Responsibilitie5 and Politios,.
Legaaes: There are no new legacies this year.
Finanaal Review. Invastment income from our portfolio managed by Brewin Dolphin was £61,640
(2023 £55,552). The cost of managing our portfolio was £12,472 (2023 £12.177). As at July 31st the
value of the portfolio was £1.894,685 (2023 £1,867.862).
Subscription income was £5,388 compared with £6276 in 2022-23. In the last year pre-covid the
subscriptions were £5.492.
Book sales were £1.202 (2023 £1,465). There was no main series volume in 2023-2024.
Total operating expenditure was £119,078 (2023 £82,023). This indudes 8rants of £77,314 (2023
£38,155).
Funds are also invested in the Charities Official Investment Fund which is managed by the CCL
The Finance and Publications Committee undertake regLdar monitoring and review of investments.
Investments hdd by Brewin Dolphin are in a nominee accounL
Reserves Policy. The Trustees will retain general reserves adequate to fi￿d the average cost of one
publication (£13,0(M)) and a certain level of grarjts (£120,(X)O) to assure the future of the society. The
five year plan has been d￿l￿ed with this in mind This policy is regularly reviewed.
ON BEHALF OF THEBOARD
David Stocker
Date.....
Chair of Trustees

REPORT OF THE INDEPENDENT EXAMINERS
TO THE MEMBERS OF LINCOLN RECORD SOCIETY
(REGISTERED NUMBER: 00513433)
The Trustees are responsible for Prepari[￿ the Truste￿, Annual Report and the financial statements
in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom
Generally Accepted Accounting Practice).
The law applicable to charities in England & Wales requires the Trustees to prepare fll)ancial
statements for each financial year which give a true and fair view of the state of affairs of the charity
and of the incoming resources and application of resources of the charity for that perio(I
In preparing these financial statements, the Trustees are required to:
select suitable accounting policies and then apply them consistently)
observe the methods and principles in the Charities SORP 2019 (FRS 102):
make judgements and estimates that are reasonable and prudent;
state whether applicable accounting standards have been followed, subject to any material
departures disclosed and explained in the fmancial statements;
prepare the financial statements on the going concern basis unless it is inappropriate to
presume that the charity will continue in operation.
The Trustees are responsible for keeping proper accounting records that disdose with reasonable
accuracy at any time the financial posttion of the charity and enable them to ensure that the fLnanci81
statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations
2008 and the provisions of the trL￿t deed. They are also responsible for safeguarding the assets of the
charity and hence for taking reasonable steps for the prevention and detection of fraud and other
irre￿aritieS.

REPORT OF THE INDEPENDENT EXAMINERS
TO THE MEMBERS OF LINCOLN RECORD SOCIETY
(REGISTERED NUMBER: 00513433)
I report on the accounts of the Trust for the )Vdr ended 31 Ju]y 2024 which are set out on pages 12 to 18.
Respecfft responsibi]ities of Trustees andExaminer
The charity's Trlts are responsible for the preparation ofthe account& The dwitys Trnstees
consider that an audit is not required for this year under section 144 of the Chariti&s Act 2011 (the
Charities Act) and that an independent eXamI￿tion is need
It is my responsibility to:
examine the accounts under section 145 of the Charities ACL
to follow the procedures laid down in the general Directions given by the Charity
Commission (under section 145(5)(b) of the Charities Act.
to state whether particular matters have come to my attention.
Basis of Independent Examinerfs statement
My examination was G￿rIed out in accordance with Gened Directions given by the Charity
commi￿10n. An e￿arnI￿ation indudes a review of the accounting records keptby the charity and a
comparison of the accounts presented with those records. It also indudes consideration of any unusual
items or disdosures in the accounts and seeknng explanations from the Trustees concerning any such
matters. The prothures undertaken do not pmvide all the evidence that would be required in an audiL
and consequently no opinion is given as to whether the accounts present a'true and fair, view and the
report is limited to those matters set out in the statement bdow.
Independent ETaminds statement
In connection with my examI￿tion. no rnatter has come to my attention:
l. which gtves me reasonable cause to believe that in, any material respe¢ the requirements:
- to keep accounting records in accordance with sedion 130 of the Chatities Act and
- to prepare accounts which accord with the accounting records and complywith the accounting
requirements of the Charities Act
- have not been meL' or
2. to which, in my opinion, attention shouldbe drawn in order to enable a proper unde￿anding of
the accounts to be reach
Paul Colcomb FCCA
Wright Vigar Limited
Chartered Accountants
15 Newland, Lincoln
LNI IXG
10

LINCOLN RECORD SOCIETY
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 JULY 2024
General
Funds
TOTAL
2024
TOTAL
2023
Notes
INCOME AND ENDOWMEwfs FROM
Other trading activities
Subscriptions
Charitable activities
Book Sales
Income from investments
Investment income
5,388
5,388
6,276
1,202
1,202
1,465
74,136
80.726
74.136
80,726
62,874
70,615
TOTAL INCOMEAND ENDOWMENrs
EXPENDITURE ON
Expenditure on raising funds
Investment management fees
12,472
12,472
12,177
Expenditure on charitsble activities
Cost of selling books
Book production costs
Grants made
Support costs
Other activities
Governance costs
Amortisation of Intangible Fixed Assets
856
6,409
77.314
7.080
5,331
5,264
4.352
856
6,409
77,314
7.080
5,331
5,264
4,352
947
12,951
38,155
5,309
1.465
4,528
6.761
TOTAL EXPENDITURE
119,078
119,078
82,023
Net gains/(losses) on investments
Gains/(Losses) on investment assets
117,400
117,400
(60.938)
NET INCOMEI(EXPENDITURE)
79,048
79,048
(72,346)
Transfer from General Funds
NET MOVEMENT IN FUNDS
79.048
79.048
(72,346)
Fund balances brought forward
Fund balances carried forward
2.167,862
2.246,910
2.167,862
2,246,910
2,240,208
2.167,862
All amounts relate to continuing operations.
11

LINCOLN RECORD SOCIETY
BALANCE SHEET
FOR THE YEAR ENDED 31 JULY 2024
2024
2023
Notes
FLXED ASSETS
Intangible fixed assets
Investments: Brewin Dolphin
13.096
1,894,685
1,907.781
17,448
1.877,285
1,894.733
CURREKf ASSETS
Debtors
Current asset investments: COIF Account
Cash at bank and in hand
1,016
263,433
83,929
348,378
811
253.163
60,715
314,689
CREDITORS
Amounts falling due within one year
NET ASSETS
9,249
2.246,910
41,560
2,167,862
FUNDS
General Funds
TOTAL FUNDS
11
2,246.910
2,246,910
2,167,862
2,167,862
Approved by the Trustees and signed on their behalf on .............
David Stocker
L Wdkinson
Chair of Trustees
12

LINCOLN RECORD SOCIETY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
ACCOUNTING POLICIES
The following accounting policies have been used consistently in dealing with items
which are considered material to the charity's affairs.
Basis of accounting
Lincoln Record Society is an unincorporated Charity. The address of the principal office
is given in the Charity inforniation page on page l of these financia] statements.
The financial statements of the charity, which is a public benefit entity under FRS I 02.
have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and
Reporting by Charities: 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 102) (effective l January 2019),, Financial
Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and
Republic of Ireland . The financial statements have been prepared under the historical
cost convention. with the exception of investments which are induded at market value.
b Legacies
Legacies are recognised when the sum to which the charity is entitled is l(nown. the
receipt is probable and entitlement has passed to the charity.
Subscriptions
Subscriptions are recognised in the period to which they relate.
d Investment income
Interest on deposits is accounted for in the period when it was earned.
Expenditure
Expenditure is included in the year to which it relates rather than the year in which it is
paid. Expenditure includes irrecoverable VAT. Support costs are those costs incurred in
running the charity's activities and the strategic overall management of the charity.
Expenditure has been presented in line with the alternative metho&.
Fixed assets and depreciation
Fixed assets are included at cost less depreciation. There is no formal capitalisation limit.
Depreciation is calculated so as to write off the cost of an asset, less its estimated residual
value, over the useful economic life of that asset as follows:
Website
over 3 years
Facebook Project
over 3 years
Digitisation Project
over 5 years
g Investments
Investments are stated at fair value at the balance sheet datc The Statement of Financial
Actiiuties includes the net gains and lossts on revaluations and disposals throughout the year.
h Stock of books
Book publication costs are written off as incurred. Stock is not vaIued in the accounts.
Funds
Designated ￿ndS have been identified by the trustees and set aside for a specific purpose as
described in the tll￿teeS report. There are no designated funds.
General fimds are those funds which are available to the trustees to apply for the general
purpose olthe charity.
13

LINCOLN RECORD SOCIETY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
General Designated TOTAL TOTAL
Funds
Fund
2024
2023
Notes
Bankinterest on moni&s heldby the d]arity
Investment income
12.496
11496
7322
74,136
74,136
62,874
Cost of selling books
Storage tharges
Other costs
841
15
857
90
947
15
856
856
Book produclion costs
Printing
Shipping
11,425
26
12.951
6,409
6,409
6.409
6,409
Support and Governance costs
Computer and website
AdMI￿tratiOn
Lincoln Cathedral services
Governance costs
6279
301
500
5.264
12,344
6,279
301
500
5264
12,344
4.343
696
4.528
9,567
Other activities
News Reviews
Conference
Outreach
1,593
1854
1,593
2.854
884
5,331
334
1,131
1,465
5,331
Grants
Grants to Institutions
British Library Profrssor Webber
Bishop Grosseteste University
University of Lincoln
The Pipe Roll Society- Professor Power
Leeds University - Dr. Dutton
Shaun Tyas for Paul Cockerham book
Canterbury & York Soaety
Writing the Air War Conference
South Carlton PCC
Gender & Medieva] Studies Conference
Lo￿ty in the Medieval World Conference
5.000
28,375
4.703
45597
4.703
45,597
4.480
(463)
1,250
1,075
5,273
8,81K)
5,91M)
3.855
75.990
(463)
1.250
1,075
5,273
8,800
5,9(X)
3,855
75.990
37.855
14

LINCOLN RECORD SOCIETY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
General Designated TOTAL TOTAL
Funds
Funds
2024
2023
ts to Individua]s
University of Lincoln Student Awards
Thomas Brown.Warr
Bishop Grosseteste Student Award
Dr M. lones publishing expenses
Leeds University- Medieval Conference
300
146
300
200
100
378
500
1.324
378
500
1.324
300
GOVERNANCE COSTS
Meetings & Board Devdopment
Annual Report
Independent Examination
2,027
1,615
1.622
5,264
1027
1.615
1,622
5,264
333
2.815
1,380
4.528
TRUSTEES, REMUNERATION
The Trustees were not entided to and did not receive any remuneration during the year.
Expenses such as subscriptions. stationery. event. and travel costs were reimbursed to
Trnstees during 2024 totalling £779 (£1.385 - 2023).
INTANGIBLE FIXED ASSErs
TOTAL
Cost
at l August 2023
Additions
Disposals
at 31 July 2024
91.520
91,520
Depreciation
at l August 2023
Charge for the year
Eliminated on disposals
at 31 July 2024
74,072
4,352
78,424
Net Book Value
at 31 Juty202A
at 31 July 2023
13,096
17.448
15

LINCOLN RECORD SOCIETY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
Brewin
Dolphin
Market Value
at l August 2023
AdditionslDisposals
Revaluation
1,877,285
(100,iy)o)
117,400
At 31 July 2024
1,894,685
2024
2023
DEBTORS
Prepayments
1,016
1,016
811
811
CREDITORS
Amounts falling due within one year
Trade Creditors
Accruals
Grants payable
Life memberships
Deferred income
22
2,227
1,755
37,855
1.700
250
41,560
1,700
300
9,249
16

LINCOLN RECORD SOCIETY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 JULY 2024
10 DEFERRED INCOME
Deferred income comprises of subscriptions received in advance.
Market Value
Balance as at l August 2023
Amount rdeased to incoming resources
Amount deferred in the year
Balance as at 31 July 2024
250
(250)
300
300
11
FUNDS
Movement in Funds
Net
movement
At 1.&23 in funds Transfers At 31.7.24
Unrestricted funds
General fund
2,167,862
2,167,862
79,048
79,048
2,246,910
2,246,910
Comparatives for movement in Funds
Net
movement
At 1.8.22 in funds Transfers At 31.7.23
Unrestricted funds
General fund
2.240,208
2.240,208
(72,346)
(72,346)
2,167,862
2,167,862
12 RELATED PARTIES
There were no related paty transactions within the year to 31 July 2024.
17

LIST OF PUBLICATIONS
Lincolnshire Church Notes. made by Gervase
Holles, 1634-1642 (facsimile edition 2010).
Lincoln Episcopal Records, lemp. Bishop
Cooper, 1571-1584 (olp).
The Rolls of Hugh of Wells. Bishop of Lincoln,
1209-1235, Volume I (olp).
Speculum of the Diocese of Lincoln. 1705-1723: 27. The Registrum kntiquissitnum, beinga collection of
Archdeaconries of Lincoln and Stow (olp).
charters of the Cathedrdl Church of Lincoln from
Abstracts of Lincoln WI￿ Volume l (1271-
the Ilth to the 13th ￿ntUries Volume I lolp).
1526) {olp).
28. Registnun Antiqui55imum, Volume II pb reprinL
The Rolls of Hugh of Wells. Bishop of Lincoln,
29. Registrupn Antiquissimum, Volume III.
1209-1235, Volume 11 (olp).
30. Records of Some Sessions of the Peace in
Visitations of Religious Houses in the Diocese of
Lincolnshire. 1360-1375.
Lincoln, Volume I (1420-1436) (olp).
31. Lincolnshire Church Notes made by William
Heraldic Visitation of the County of Lincoln.
john Monson, 1828-1840 pb reprinL
1666 (olp).
32. Regtstrum Ant4uissimum. Volume IV.
The Rolls of Hugh of Wells, BAshop of Lincoln,
1209-1235. Volume LII (olp).
33. Vi5itstions in the Diocese of Linco]n, 1517-1531.
Volume l (olp).
10. Abstracts of Lincoln W￿s. volun￿ II (1505-1530)
(olp).
34 Registrum Antiqui55imum, Volume V.
I l. The Rolls of Robert Grosseteste and Henry
35. Visitations in the Diocese of Lincoln, 1517-1531,
Lexington, Bishops of Lincoln, 1235-1259 (olp).
Volume Il.
12. Chapter Acts of Lincoln Cathedral, Volume I
(1520-1536) {olp).
13. Chapter Acts of Lincoln Cathedral. Volume II
(1536-1547) (olp).
24. Abstracts of Lincoln Wfjls, Volume III (1530-
1532) (olp).
25. Kesteven Quarter Sessions Minutes, 1674-1695,
Volume I (olp).
26. Kesteven Quarter Sessions Minute& 1674-1695.
Volume Il.
36. A Lincolnshire A&size Roll for 1298.
37. Visitations in the Diocese of LincoIn, 1517-1531,
Volume IIL
38. Minute Book of the Gainsborough Monthly
Meeting of the Society of Frlends, Volume Il
(1669-1689).
39. The Rolls and Register of Bishop Oliver Sutton,
1280-1299. Volume l.
14. Visitations of Religious Houses in the Diocese of
Lincoln. Volume Il (1436-1449) (olp).
15. Chapter Acts of Lincoln Cathedral, Volurne III
(1547-1559) (olp).
16. Calendars of Administrations in the Consistory
Court of Lincol￿ 1540-1659 (olp).
17. Final Concords oEthe County of Lincoln, temp.
Henry II-Henry III (olp).
18. Transcripts of Charters relating to GilbertAne
Houses {o/p).
19. The Lincolnshire Domesday and the Lindsey
Survey- pb reprinL
20. The Rolls of Richard Gravesend, BAshop of
Lincoln, 1258-1279 (olp).
21. Visitations of Religious Houses in the Diocese of
Lincoln, Volume III (1436-1449) (olp).
22. The Earliest LincolnshÉre Assize Rolls, 1202-
1209 (olp).
23. The State of the Church in the Reigtts of Eli7abeth
and James l. as illustrated by documents rdating
to the Diocese of Lincoln (olp),
40. Minute Book of the Gainsborough Monthly
Meeting of the Society of Friends, Volume II
(1689-1709).
41. Regi5trum kntiquissimum, Volume VI.
42. Facsimiles of charters in Registrum
Antiqmissimum (Volumes V and VI).
43. The Rolls and Register of Bishop Oliver Sutton,
1280-1299, Volume II.
44. Minute Book of the Gainsboiough Monthly
Meeting of the Society of Friends, Vol. III
(1709-1719).
45. Letters and Papers of the Banks Family of
Revesby Abbey, 1704-1760.
46. Registrum Antiquissimum, Volume VII.
47. Papal Decretals relating to the Diocese of
Lincoln in the Twelfth Century.
19

LIST OF PUBLICATIONS
48. The Rolls and Register of Bishop Oliver Sutton,
72. Lincolnthire RetLwns of the Census of Religious
1280-1299. Volume III.
Worship. 1851 (olp).
49. Some Sessions of the Peace in lincolnshir
73. The Minute Book of the Spalding Gentlemen's
1381-1396, Volume l.
Society, 1732.
50. The Port Books of Boston, 1601-1640 (olp).
74. The Register of Bishop Philip Repingdon. 1405-
51. Registn4m Antiquissimum, Volume Vlll.
1419, Volume Ill.
52. The Rolls and Reyjster of Bishop Oliver Sutton.
75. Stow Church Restored 1846-1866.
1280-1299. Volume IV.
76. The Rolls and Register of Bishop Oliver Sutton,
53. The State ofthe Ex-Rdigious in the Diocese of
1280-1299. Volume VIII.
Lincoln in the Reign of Mary (olp).
77. Boston Assembly Minutes, 1545-1575.
54. The Records of the CoJ))missioners of Sewers in
78. The 1341 Royal Inquest in Lincolnshire (olp).
the Parts of Holland 1547-1603. Volume I.
79. A Bibliography of the City of Lincoln.
55. Tattershall Castle Buading Accounts 1434-1446 80. Prd)ate Inventories of Lincoln Citi7£ns. 1661-1714.
pb reprint.
56. Some Sessions of the Peace in Lincolnshi
81. Clerical Poll Taxes of the Diocese of Lincoln.
1377-1381.
1381-1396, Volume Il.
57. The Register of Bithop Philip RepIngdO￿ 1405-
82. The Diaries of Edward Lee Hicks. Bithop of
Lincoln 1910-1919.
1419, Volume I.
58. The Register of Bishop Phi]ip Repingdon, 1405-
83. Grdntham During the Interregnum: The
Hallbook of Grantham. 1641-1649.
1419, Volume II.
59. Letters of the Cholmeleys at WainfleeL 1813-
84. The Printed Maps of Lincojnshire 1576-1900: a
1853 (olp).
arto-bibliography (olp).
60. The Rolls and Register of Bishop Oliver Sutton.
85. The Medieval Lindsey Marsh: select documents.
1280-1299, Volume V pb reprinL
86. Royal Writs addressed to John Buckingham.
61. An Episcopal Court Book for the Diocese of
Bishop of Lincoln 1363-1398.
Lincoln, 1514-1520 (olp).
87. The Registers of Henry Burghersh 1320-1342,
62. Regrstrum Anttquissimum. Volume IX pb reprinL
Volume I.
63. The RecoIds of the Commissioners of Sewers in
the Parts of Holland 1547-1603, Volume II.
64. The Rolls and Register of Bishop Oliver Surto
89. Lincoln Wills 1532-1534.
1280-1299, Volume Vl (olp).
9). The Registers of Henry Burghersh 1320-1342,
65. Some Sessions of the Peace in the City of Lincol
Volume ll.
1351-54, and the Borough ofstamfort 1351 (olp). 91. The l£tter Book of Sir Anthony Oldfield, 1660-
66. lktters of John Wallace of HarPs￿￿ll to Madam
1664.
WhichcoL 1721-1727: G)rrespDndence of John
Fardell. Deputy Registrar. 1802-1805.
67. Registn4m Antiqutssimum, Volume
68. Facsimiles of Charters in Registn4m
Antiqtltssxtnum (Volumes VIll. IX and X).
69. The Rolls and Register of Bishop O]iver Sutton.
1280-1299, Volume Vll pb reprinL
70. Letters and Papers Relating to the Trent,
Ancholme and Grimsby Railway. 1860-1862
pb reprint.
71. The Records of the Commissioners of Sewers in
the Parts of Holland, 1547-1603. Volume III.
88. The Acta of Hugh of Wells, Bishop of Lincoln
1209-1235.
92. Historic Town Plans of Lincoln 1610-1920
93. The Overseas Trade of Boston in the reign of
Richard II olp.
94. LincolnshAre PaTiSh Correspondence of John
Kaye. Bishop of Lincoln, 1827-53.
95. Gratefi￿ To Providence: The Diary and
Accounts of Matthew Flinders: 1. 1775-1784.
96. Maps of the Witham Fens from the Thirteenth to
tbe Nineteenth Century.
97. Gratefull To Providence.. The Diary and
Accounts of Matthew Flinders: 11. 1785-1802.
98. Building a Railway: Bourne to Saxby.
20

LIST OF PUBLICATIONS
99. Correspondence of the Spalding Gentlemens
Society. 1710-1761.
100. Wonderful to Behol(L. A Centenary History of
the Lincoln Record Society, 1910-2010.
101. The Registers of Henry Burgher5h 1320-1342,
Volume III olp.
102. The Country Justice and the Case of the
Blackamoor's Head: The Practice of the Law in
Lincolnshire, 1787-1838.
103. Lincolnshire Parish Clergy 12L4-1968: A
Biographical Register Vol. l.
104. The Correspondence of William Stukeley and
Maurice Johnson 1714-1754.
105. Lincolnshire Parish Clergy. c1214-1968, A
Biographical Register Vol. 2.
106. Borough GovernJnent in Newton's Grdntham:
The Hall Book of Grantham. 1649-1662.
107. A Parson in Wartime: The Boston Diary of
Arthur Hopkins, 1942-1945.
108. Petitions from Lincolnshire c.1200-c.1500 {olp}.
109. Stukeley and stamfor￿ Part I Cakes and
Curi05ity, The Sociable Antiquarian 1710-1737
110. Borough Government in Restoration Grantham.
The Hall Book of Grantham, 1662-1704.
111. Stukeley and Stamforf Part Il. Tributations of
an Antiquarian Clergyman. 1730-1738.
KMI. The Episcopal Rolls of Robert Grosseteste
1435-1453.
Ocl. Steep, Strait and High: Ancient Houses of
Central Lincoln.
OC2. North Lincolnshire Farming Society: The
Dixons of Holton-le-MooT. 1741-1906.
OC3. A Jamaican in Lincolnshire: From the wartime
RAF to a life in Boston.
21

ORDERS
Annual Volumes 107 - 11 l are £40 each. Members are given a discount of 30%.
Volumes 26 - 106 are available to members at £10 net plus postage (where available and
excluding paperback reprints).
* Paperback reprints: Volumes 1, 19, 28, 31. 55. 60, 62. 69 and 70 are available at £30.00 less
member's discount.
Vol. 92 Historic Town Plans of Lincojn £50 less members discount
Vols. I(Ml and KM2 £60 less member's discount
Vols. OCI & OC2 £40. Vol. OC3 £50 less member's discount
Orders and enquiries by members of the Society should be addressed to the Hon. Treasurer.
Lincoln Record Society, clo Lincoln Cathedral Library, Minster Yard, Lincoln LN2 1 PX or
treasurer@lincoln-record-society.org.uk. Postage and packing are extra.
Sales and distribution of available volumes to non-members are handled by Messrs Boydell and
Brewer, P.0. Box 9, Woodbridge. Suffoll( tP12 3DF, or through their website
www.boydellandbrewer.com.
22

Lincoln Record Society
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