Clillrity r¢gi$lralioii tiiii)Iber.' 515599 Manchestei" & Lancashii'e Faiiiily History Society Aiintiftl Report Aiid fiijaiicial Staleiiienls fol. Ilie Yeai. Elided I l Decciiiber 2024
Maiicliestcr & LAneashire fi Amilv Histoiy ,8oL'iety Conteiits Adii)IiiislltIve Details of tl)e Charily* ils Trustees, Ex¢¢iitiv¢ Cojiiihiltee and Advisors Ti'ii.8tees' R¢poyt 2to8 liidepend¢iit Exfiiiiiiierfs Repoi1 Slaleiii¢iit orriii#ii¢iftl A¢llvltles 10 Stoleiiient of fiiian¢iul Position Noles to the rtiiHncial Stdl¢m¢nts 210 18
Manchester & Lancasliii'e Famil.y History Societi. A(Imiiiisti'AtAVC Details of the Charity, its Trustees, xecutive Comlliittee and Advisors Cli#rit}' Regisli'ation Numbei. 515599 Registered Office Mancliesier Ceiitral Library Sl Peter's Sqiiare Maiicllesler M2 5PD Iiidcptii(leiit Examinei. Helen Biiins FCA Beever and Slriilhers One Express l George L¢igh Street Aiicoats Maiichesler M4 5DL BAiikers The Royal Baiik of Scotlajid PIC Dnin)Inond HoLise (A) Branch l Redheuglis Ai'enii¢ Edii)biirgh EH12 9JN Santaiider Boolle Merseyside L30 4GB Ti'usteeslExeeutlve Coinmittee Members The TriisteeslExecutive Coii)Inittee diiriiig the year ii'ere as folloivs: Officoj's Elected Members Brniicli Ilepi-eseiitAtlves Mr M J CoLiper (Aiiglo-scottish) Mrs R Greenivood (Boltoii) Mr rj Miill (Cliair) term ei)ded 22 May 2024 Mrs S ForSha. Mrs H Hartigan (Cliair), appointed 22 May Miss R GriffItlis, appointed 22 May 2024 2024 Mr J B Heiisliall (Vi¢e-Cliair), teriii elided 22 Ma), 2024 Mr M CalpbelI (Vice-chair) appointed 22 May 2024, I'esigiied 29 Janiiar), 2025, (pi'evioiisly elected Ineiiiber) Mrs E Loii'e (Gen.Secrelary) Mr K Marslaiid (Treasiirer) Mr G Holt, appointed 22 May 2024 Vacant (Ii-ish Ancestry) Mrs C Lee, appoiiited 22 May 2024 Mrs J CoslA (Oldhain) Mrs L Tiinier, Iippointed 22 May 2024 Mrs I V Penneysloii Mrs B H Hartigan, Served as elected Ineiiiber until 22 May 2024, then elected Chair Mr M Campbell, served as elected member until 22 May 2024, tlien elected Vice-chair Mrs R Greeiiivood, served as elected ii)emb¢r and BTaiich Rep iintil 22 Ma). 2024, then continued as Brancli Rep only Page I
Maiicliester & LAncAshii'e Fainily History Soclety Triistees, Repol't Tl)¢ Triisl¢¢s of Ilie Charity preseiit Iheii. aiiniiRI repoj'l And Ilie uimiidiled fiiiancial slaleiiienls for Ilie year ¢i)ded 31 D¢¢eiiibeL' 2024. Ti'ustees Respoiislbilities Tlic piii'pose of Iliis slttlenieiit is to dlstii)giii5I1 the Execiitive Coiiiinittee's irspoiisibllities foi. (lie ac¢ouiits froin Iliose of the Iridependent e.%aiiiiiiei' as slated iii l)ei' report, aiid to record the priiicli)al acliviti¢s of tlie Soclvty in tlie y¢ai'. The Execiitive CoJ)11)Ilttee coiisisls of11)e TIstee5 [Officei's, Elected Meii)bers, co.opted Meiiibers aiid Brancl) Repiescnlalives] aiid Iii pr¢i)ariii£ tlie Hccoiints for Tl)¢ Mat)chesler & Lancasliire fain&ly Histoiy Society tliey ar¢ reqEliI'ed to chri'y oiit Ilieii. I'esponsibililics ivitli ¥¢gard to the ¢liarliable slatiis of the SDci¢ty. 'riic Cliai'itji's 'friislees ai-¢ respoJ)sible for prepai'iiig Ihe Triisiees, Aiii)11o1 Report aiid fill1)cial slftleineiils iii nccoi'dhl)ce ivith applicable laiv aiid United Kii)gdoin Aceouiiilng Slai)d8rds [Unlted Kiiigdoiii G¢iiei'filly A¢¢epied Accoiiiiliiig Piactice]. Tlie laiv 4ppli¢dbl¢ lo chai'ilies iii Eiigland ai)d IV81es reqliires Ilie Tiwstees to i)I'ei)aie fiiiaiicial sluleineiils foi. encl) fiiiaiicial yC1c I. iyliicli give a tt-tie aiid fftir vl¢iv of Ihe slal¢ of fiffairs of ilie ClIAI'ity aiid of il)e liicoiiiiiig resoiiic¢.s ftiid applicaliott of resources of Ili¢ Charity for that period. lil preparii)g these fiiiancilll slAleiiieiils, the Ti'ii,%le¢s at'e I'eqiiii'ed to.. • Select suilable ftccoiiiilii)g policies aild then fipply Iheiii coi)sisleiilly; Obsei've the inelliods Ai)d pi'iiiciples in the Charities SORP-fRS 102; • Make jiidgeii)eiils aiid esliiiinles Ilial are Jcasoiiable aiid priidenl; • Slate iylietlier applicable accoiii)tliig slaiidards have been folloived, siibjeet lo fiiiy InaleriHI depai'hires disclosed Aiid exi)l&iiied in Ilie fiiiaiicial slaleiiieiils; )I'epnre tlie fiiiaiicinl slatenienls on Ilie goiiig cot)ceri) basis unless it Is iiiappiopriftl¢ lo presuiiie tlial ilie CIIAI'ily IYIII coiilii)Iie ii) operalioii. Tlie Ti'iislees are ¥espoiisible for keei)iiig propel. accoiiiiliiiE rccords tlial disclose iviih I'easoiiablc aLciiracy nt aiiy lift))e Ilic financial i)ositloii of Il)e ClIHI'ily aiid eJiAble Ilieiii lo en5iire IIINI Ilie fii)aii¢ial slalciiiciil,% coiiii)I3' Ivltli the Cliai'ilics Act 2011 aiid tlic i'egiilalioiis ii)ade in IhAt Act. 'ri)e Trlislees af¢ also ITspoiislblc foi. SHfegLiarding Ilic asscls of Ilie C'l)arity and Iience for taking reasoi1oble sleps for Ilie preveiilioii aiid detection of fraiid and othei. Iii'eBuIHrities. In addilion, tlie Iriisl deed reqiiires tlie Tiiislees to nieet not less Iliaii once H yeftr and lo kc¢p iJiii)Iiles of tl)ose iiieetings. Sti'iicliii'ti gov¥i'ii8iice lliid nillJingeiii¢iit Oi'gni)IsAtloiinl sli'iicliii'e Tlie Society is governed by ali Exe¢iitive Coinniittee coinprisiiig Ihe elected officers of ClIHii', Vice-clifiir, Treasiirer atid General Secretary. li) addilion, folloiviiig a rosoliilioii by tlie Jiieihbers iii Aiii)ual Gei)¢ial Me¢tiiig, tl)e Coiistiliilio)) IYAS ainei)ded lo alloiv lip lo six ii)eii?bcis to be elected by Ilie AGM ai)d a fiii'llier iiieinber iioiiiinated by eacli of Ilie Society's foiir brAs1¢110s. Tlie Execiilive Coiiiii)ittee i?IAy also iiivile oil)er tiietiibers to paiicipale in ii)eeliiigs bill ivillioul voling i'iglits. Page 2
Mancliest¢i' & Lancasliii'e Fainil), History Society Ti'iistees, Repol't Tlie fiiiiclioi) of tlie Excciitive Coi))i)iittee is to eJ)siii'e that i))atleis I'¢laling lo the Society's ineclii)g of its objeclive.8 alid iiiidcrlakiiigs iyhicli ivill involve the Society iji significant financial expeiidttiire oi. coi)Iii)ili)ieiit ayc siibject to i)i-op¢i' scrlltiny aiid approval and lo develop Slie Sociel>tr's sli'alegy tOlYAI'ds iiieeling its objeclives. Tli¢ Bxe¢iitiv¢ Coini?iitt¢¢ also liears reports oil tl)¢ oiiEoing activities of11)e Officers aiid (liose iiienibers iyilli speGifi¢ respoi)sibililtes. Decisloiis ale lakeii by sijiiple snajorlty vote, tlie Cliairiiiaii exercising a casliiig volo iii Ili¢ event of R tie. Tlie Execiitiv¢ Coiiiiiiiltee J)iel oji slx oe¢asions diiriiig Ilie fiiiai)cial yelli. 2024. Vlll'ioiis siib-¢oinniitl¢es lield ineetings, Iisiiig a coiiibiliatioii of face-lo-face aiid oiiliiie Ineeli118S, As l'cqiiired. CIIRI'IIAbl¢ Slntus Tl)¢ Cliarity i5 J'egistered as 'Tlie Maiiclicsler aiid Lancashire faintl), Historj, Sociel) aiid iii)dertakes Ils aclivili¢s iiiidei. Iliis iiaiiie. Tlie Society also iises tli¢ titles 'Anglo Scoltisli fHS" iii coi)ii¢clioi) iiiiili ils i'eglslralioii ivilh tlie Scotlisli Associalioii of fininily Hislory Soci¢lf¢S, 'MLfHS Bolloii bYaii¢li" "MLl4HS Bolton FHS" aiid 'MLFHS Oldhaiii brancli" li) cojiiieelioii iyitli the aclivilic.8 of ils Braiiclies iyilli iiileirsls ii) tlicsc respective geograpliical areas. Th¢ Socieiy ftlso uses tlie baniicr "Maii¢li¢sl¢i' Aiiceslo" in relalioii lo tlie Ivebsilc iv.n11[l?$.1ik Objectives aiid actii'ifies Tlie prliicli)k)l actlvllles of tlie Cliarliy Iliroiighoul ilie year liave Conlliiiied to be thal of pronioliiig aiid eiicoiiraEiiTrg Ilic piibllc sliidy of Ilrilish faiiii15' history Hiid geiicalogy aiid also Ilial of pronioling the Iiresei'vatloii, seeiirlty Riid accessibility of relevant Rrchlve iiialcrial. Piibll¢ Bc)ietit StRteiiieiil Tlie Cliarily's Ti'LlStees have coinplied ivilh Iheir duty to liave diie regRrd to the giiidance 011 piiblic benofil piiblislied by tlie Cliai'ity Coiiiiiiissioi) iii exercising Ilieir poiyers or diities. Tliis giiidance is ¢onlaliied in 'Cliariti¢s aiid Piiblic B¢iiofil" piiblislied by the Charlty Coiiiii)issioJi. Aclilei'¢iiieiitS Aiid i)ci'foi'ninJiec 2024 ivas A year of cliaiige for Ilie city, as resldeiils aiid visil01s alik¢ ii'er¢ eagei. lo iesiiiiie trnipel oiiliii8s. Hoiveipei., aftcr a 10118 1)criod of eaiitioiTr, 11)aiiy soiiglll iieiv and diffei'eiil experiences. TIIIS s11ifti118 Ilde, coiiibiii¢d iiiitli Ili¢ iinforliiiialo Iliiiing of iii-person iiie¢tiiigs iviih boiils of sloriny iireAlher, led Ihe Societ51 to explore i))oie flexible Iv4y5 of ¢iigllgiiig ivilh oiir ineiiibei's, gticsls aiid Ilio )vider public. Tli¢ So¢iety ivas iepreseiited at seveiMI local evei)ts ond al otiline Bveii1s. Forhii)ately* 2024 ivas also a yeai. of cel¢bralion. Oiir Ihird Faijiily Hislot). Fair ftl Maiiclicslei. Ceiilral Libniiy coiiicided iiiiili tlie Society's 60th anniversfiryi aiid ive Ive hojioiired to iyelcojiie Qui. palroii, Ilie Loi'd Ma)roi- of Ilie City of Maiich¢sler, to iiiark tlie occAsioi). In tlie siiiiliiier ive celebixted a decad¢ of pailiiersliip ivith Ai'cl)ives+ aiid Ilie Ioll) •iiiiivei'sary of tl)e reopening of tlie refiirbisl)ed Mancl)eslei' C¢nli'al Libi'ftiy. Tliese events eiiftbled ITS to ineel iiior¢ visitoi's aiid shoiYcas¢ oijr iyork iii paitiiersliip iiiilli A Ychives+. Page 3
Maiicliestei. & Lan¢Rsliii'e fi amily HistoA'y Society Ti'iistees, Repoi't Webslte D¢velopii)ent of tlie Sociely's ivebsite "Mancl)ester Ancesto13" ai littP:IlJnllhs.Iik continiics iyiili fhe additloii of Inoi'e i'ecoi'ds and docui)ieiils, ii)forn)alive blogs And t17c proiiiotioii of evenls. creatiiig a ivcbsite ihHI lias i)iiich to offei. lo boili Ili¢ society's Inetiibcrs ai)d Ilie gcncral piiblic. Oiir r¢s¢arch seclioii olyers piibli¢ access lo oiii, Reseaicli Giiides, ¢oi)ies of ivhicli are also 1< vnilable al our llelpdesk, and lo out. Piiblic Resoiirces sectioi) Ivl)icli incliid¢s, aiiioiigst ollier collection5. a seai'cllftble iiidex for soldiers iiaiiied o)) over a th0115ai)d li'ar i)ieRI)oi'ials iii GYeht¢r Maiichester. Oiir ivebsite Is iiioiillaiiied io coiiteiiiporary iiidiislry sland81.ds by (Sie techiiical siippoi'l COIIIPHIIY) Off Caiivas Lid (OCL). i IliieAIIoii Wlille soiiie In¢iiibers r¢iMain I'eliiclaiil to travel al biisy iiti)es, alt¢iidance at oiir qiiHI'tcrly Iiild-lveek in-persoii ii)eetiiigs is steadily recoveriligi iyiih a iiiix of fatniliar faces at]d iieiy iiieinbers, R veiy eiicoiiragii)g lieild. Oiir Saliir(lay Fll-persoii Explor¢ ineetiiigs aiid oc¢Rsional onlliie ' W¢ck of Talks, sessions are noiy iYell-eslabli51ied, fociising on Ilie fiiiidaiiieiilals of faiiiily lilslory Ir5earcl), Iiitei'preting DNA test results, and iiilegi'aliiig faiiiily aiid local hisloiy, Ini'g¢ly in re51)oiise to i)Iciiiber irqiiests. We are forliiiiale to Iiave dcdicaled voliiiil¢¢i's iylios¢ kiioivledE¢ aiid entl)LisIHsJii ensiire A coiisislently liigli slandai'd of ei)8ageiiieiil at every eveiil. Meiiiboj'slitp of Tlir f¢Amlly Hlstory fiedei'AIIoJi 'riio f4aiiiily History f4ederalion'5 prograinnye of Jnoiiihly G¢l-To8¢ihei's online eiiablcs the excliaiige of a ivide raii8e of i'¢spoiises adopted by socieltes acr05S the coiiiili'y lo Ilie coi)InioJi and evolviiig ¢lialleiige5 facing Ih .$e¢lor. Meiiibeisliip conliiiiies lo be iiiiitiially beneficial lo the hvo orgaiiisnlions. i Ajiiily Hlstoi'y Help(lesl( 'riie Soclety contiiiii¢s lo opei'ate a free rainily History Helpdesk at Mancliesler C¢iili-al l.Ibi'ary, 01)eii Moiiday to fi'idayl l 0.30aiii 3.30piii. Tlies¢ i)opular sessions piovide giiid41nce ftiid fissi51aiice lo faiiiily Iilsloi'y i'eseRrcliers, iyelcoiiiiiig visitors froiii ihe local Area and beyoii(I, iYAih iiiaii), iiileriiAiioiiHI visitor.$ i)Innning Ilielr itiiierni'les specifically to ii)clude ¥f visit. Oiir leaiii of Iivenly-five kiioivledgeable voliiiileers provided ovei. 4,500 hoiirs of siipport Ihis past year, f¢ssisliT)g Iiiore tliaii 3,000 vlsilors. As Ilie piiblic face of tlle Societ),, Ilie Helpdesk aiisivers qiieries, offers giiidaiice on local aiid fRiiiily Iiistoiy i'esoiiices iiiitliin ilie Libi'aiy* aiid supporls iisers IT) I)avigiilii)B Ili¢ Society's expaiidiiig iyebsite and dtttabases. Ils accessibility lia5 fjlloiyed Ilie Society to siippoi't coiiiitless iiidividiials and cojiiiniiijity groiips over inati}' Jsears, a 101¢ slreii8tli¢iied by Ili¢ coiiliiiiied siipport of oiir pai'liieis al Aithives+, iylio recetitly deiiioiislrated Ihelr coiiiiiiiliiieiil by providiiig proinii)eiil iieiv sigiiagc for Ilie Helpdesk. Pfige 4
MaiicliesteA' & LHiicaslili fi allY Histoiy Society Ti'ustees, Rei)oi't Pi'ojecls Iifilliiig oiir coiistittillojial aiiiis to r¢cord lh¢ iii)iYcorded atid pi'esei've the recorded, our i)Kojecl Icaiiis Iiave coiiliiiue(I lo piovido a valiiable service to Ili¢ Society by scanniiig aiid traiiscribing valiiRbl¢ l)tsloric J'ecords, 1114t ar¢ Iiol fre¢l}' ai'ailable elseii'liere, for i?ploadiiig to oiir Great Database. Tliis valiiabl¢ i¢soiirce ftoiv coiilfiiiis in ox¢ess of 3.6 11)illioJi iecoj'ds biiill lip over Ilie Soclety's 60-yeai- liislory. OngoiiiE pi'ojecls 101 Biii'ials and ereiiifi1ioiis iiii(lei'laken by Bla¢kpool Coiiijcil ii) 2022 and 2023. 4,156 Iiiqii¢sls coiidii¢led b), l.ttii¢asliire Coronei's iii 2023. 2,446 ¥iiqiics18 coiidii¢l¢d b), Bolioii Corojiers 2018-2024. 6,016 Maiic11¢51¢1' City Tjaiisporl Slaft Rccoi'ds. Iiidexed nnines of slaff froiii staff recoiyls foi. Maiicliesler City Traiisporl oiiri'¢iill)' lield by tlie Greater Maiicliosler Traiisport Society. 40,781 Naines a(Idcd fi'oiii Bolioii, Fletclier Slrcel Workhouse. ,169 Maiicliester Workei's aiid childreii eiiiplo)ied in cottoji mllls iii 1819 (Hoiise of Lords coiiijnillee sui'vey). • J,272 IiAines of eiiiploy¢cs iii cotloii Iiiills 1819. 544 Naiiies of SAlfo1 Calholl¢ Diocese Serviceiiien. 5,7(15 WIV2 Adiii155ions Bolluii KOYRI Iiifirjiiary. 3,558 aiiiioiiiic¢iiieii15 cov¢I'ing Janiiary 1916 to Jiily 1917 Bolton Joui'iial & Giiardian WW I Servicei))en • 962 Records of deatlis aTid lieirs recorded iii Maiichesler Coiirl Leel r¢eords 1553-1684. • 1,499 Naiiies of ivoii)ei) ii'oineii's siiifiagc 1866. 15,037 Baplisins aiid 68,067 Naiii¢s added lo ilie Cailiolic Registei, liidex. 5,916 BHpiisiiis fi'oiii Ilie Maiicliesler regioii. • 2,139 Biirials froiii Sl Peter, Siyiiiloii for 1847-1878. 5.651 BMD aiiiioiiiiceinei7ls Froiii Mniiche51er Coiiriei. for 1848. 202 fibslrAcls of cori'espojideiice fi'oi)I SaSfoi'd Poor Laiv Guardtans 1898-1900. Projecls elosed diiring 2024 Clietliai)1'8 Hosi)ilal 1651-1945. 6,696 record5 iiploaded to Gyeal Database ivitli clostire applied lo records i¢IAting lo adiiiissioiis oftei- 1936. ,194 HoL'ivlcli Locoiiioilve Works 81ftff Eiiiploy¢d Rccoi'ds. Tlie project is iioiv coiiipleled iviili & lotal of 11,189 staff records iiidexecl. Tillolsoii's Mei'ciiry Neivslelter, 9.164 index ei)li'ies pliis 75 pdf files (on¢ for eacli issue) of sciiiiiied ¢opfies iiplooded to Ilie Gitat DhlAbase. Tlieye fire i)Iim¢roiis olhci. sinall projects that are OiiBoAiig aiid aiyailiiig addilioiial dala. Laii¢asliiie BMD Tlie Society's iiiajoi. project of iiidexii)g Bi111is. InarriHges ai)d deaih i?gislers for Ilie Laticashir¢ BMD piiblic iY¢b index - 98,982 I'ecords udded aiid 138.339 records Hinended. Neiy Projects Bellevleiv Prison Records E887. Tliis voliiihe lias been scaiined Hiid 15 aivaitiiig itiiiscriplioffti. Pi'¢shi'AclI HospilI1I oificers Recoi'ds. 'feii voliiiiies of Obligalioiis ¢iirr¢iitl)' beiiig scanned. Page 5
Maiicliestei. & LaiieAshire Faiiiily Hi.8toiy Society Ti'ustees, Rei)oi't Bi'fiii¢lies Oiii. braiicl)es, Aiiglo-scollisli, Bolton aiid Oldliain coiitiiiiied io i)rovid¢ specialist guidaiice lo ieseairliers ivill) a sp¢oial ijitei'e51 iii eAcl) of these locations. BoltORi aiid Oldlii¢ iii bolli adapted ivell to changes of veiitTe aiid l)051 libi'aiy refiii'bisliiiienls. 'fogelliei' Ivilli th¢ Atiglo-scottisli, Illey nllracled strong Attendance levels foi. tlieii. coinpirliensive pi'ogi'ai))Ities of begtiii)ers' lalks, Iieli)dcsk sessioiis and speciAlisl speakei's and noiv offei, a iiiÉx of lii-person, oiiline aiid ljybrid iiieelffiiigs, rcacliing boih locol resideiils aiid visiiors aiid tllose resid¢iil ¢ls¢ivliere lil Ili¢ UK aiid oversea%, Branclics continiie lo coiili'ibule to the pages of the Soclety's lioiise joiiriial, 'Tli¢ Maiicliesler Gcnealogisl" {TMG). Tlie Inonllily publicatioii of braiich i)eivsletters, allied to Ilieir oiyn iveb-pages lid il)e lis¢ of social inedia plalfoYii)s eiisured coiiliiiiioiis coiilacl iyiil) ii)ei?Iber8 aciDss tlie ivoi'ld. All brniiclies fi¢lively siipport tlic Society's project pi'ograinine addiiig a sigiiificanl nuinber of traiisci'AptiOllS AF)d digitised iecords lo the Gi¢fil Database, Ojiliiie Sliop Ii)oJYei'e<l by Sliopifyl Tlie iiiiiiibei. of first-liime ciisloiners is incieasii)g* ihiis eiisiiriiig 11)al Ilic society conliiiiies to beii¢fil fi-oiii 11)¢ sigiiificaiil iiicoiiie Ilial dei'iv¢s froiii (lie sale of books. DVDS aiid doiYnloRd5 Ivhich this service provides. PiiblieRtIoiis roiii. ediliojis of 'Tlie Maiicl)eslei' Gei)ealogisl" cfmc)) ivere publislied diirijig ille year, Iisiiig tlie iyell-eslabli511¢d size ftiid foi'inal. As Yepoi-tcil last ye81', lo coinbal Il)e increAsiIi8 cost of overseas p051age, triistees reliiclaiilly decided to offer 01)ly di8iliil edilioi)s lo overseas ii)einbers aiid this lias beeii accepted by iieiv i))eillbers. The priiiled aiid iiiailed editlon coiiliniies to be avallftble lo iieiv oversea8 iiietriibcrs oil payjiieiil of small siipplei)ienl. UK )neiiibei's are ¢ncoiiraged io choose to receive ft digital edition to iediice Ili¢ liicrellsi118 cost of iiilAiid poslal rMle5,1)oivever, the vast nyajorlty of UK Jneinbers Y4f¢ Opliiig lo ieceivo fi pi'inled edilioii. Tlie coiilei)t of tlic joiiri)nl coiittniie5 lo coiisist n)ainly of Ineiiibci'.siibiiiilted article% oli the Iheine of fRinily Iiist()iy rescar¢li. A jiidL¥iiig paiiel foy the LariYakeJ' Pi'ize, noiv iii ils J511) yeai,, coi)siders ilie iiiost liiglily i¢L?Hi'ded Arllcles cacli year, presenliiig ali aivard to the prize-lvliiiici. ttl the Aiiiiiial General Meeliiig. Moiitl)ly edltiojis of Society aiid braii¢li Iieivslcttcrs aiid (lfvily p0stiiig5 011 social IiiediH plnllorins iiiaiiiiaiii coi)Inct ivllli Iiiei)Ibei's Ntid olliei's behyeeii editSoiis of TMG, 'fhe society ivebsiie Advertise5 oiir i)ieeliiigs aiid eve171s. Page 6
MRiicliestei' & Laiicasliii'c fi Aiiijl), Histoiy Society Trustees, Repoi't Meetliigs Aiiil veiits Tlie Society preseiiled ils regiilar prograinme of iii-i)er8oJ) Qiiartcrly MeetiJ)gs at oiii. hoiiie iii Maii¢h¢st¢r C¢ntral Llbi'ai),. Ivelcoiiiiiig stroiig attendances of Jiiciilbvrs alld visilois. Tlie effecls of Covi(l ii'¢i'e still ¢videJit by Ilie iiiiiiib¢i' of last-tijiiiulc speaL'e¥ caiicellalioiis. Foithinately tlie Society ivas able lo field ils oivi) expei'lcllced speakers ftl slioi'l iiotice, lo i?olify Allejidees qiiickly. aiid to olyer attractiv¢ Nllcriiatlve lfilks. W¢ also r¢stiiiied oiir 'ExploYe' In¢¢lli)gs, lield six lii))¢s a y¢aY. on Salu¥day iiioi'jiiiigs, Ivhi¢li are iiioic specificftlly de5igiied to holp iieiy researclieys iylio eiiibrace the liiige aiiioiinl of iiiforiiialioii noiv available online biit ask foi giiidai)ce oil tldyigaling ihose records and ensiiriiig ac¢iira¢y iji Ihelr researcl). Tlie 'Exi)lore' sessioiis ai'c delivered by kiioiYl¢dgeable Socicty voliiiileciE aiid arc designed lo be Jnoi'e social ai)d iiiteractlve. Tli¢ iiii)ovatii'¢ 'Wc¢k of Talks" dellvered oiiliiie, iyas ofyered hi'ice diiring Ilie >•ear. f¢llrAcling a iyidc I'aiige of Iiil¢re$l froiii oiir Ineiiibers aiiil giiesls at hoine aiid iiileYnaligJ?dlly. In all. ii)cliidiiig Braiicli progikniniiies, th¢ Society llosted SO ineelings iising d iiiix of foi'inals, lii-persoii, 01)liiiv Hiid liybrld, lo 8¢1) as ivido oil aiidlelice s possible. Oiii. patron, lh¢ Lord Mayoi, of tlie Cil>' of Manchester, opeiied a successfiil 3rd staging of out. aiiniial Fainily and Local Histoiy Fair. Tliis look place in April ai)d iyas siippoi'led by oiii. Archives+ parliiers niid 15 local coiniiiiiiiity oygaiii.%alioiis. I'lie iyliole.day eveiil atlr#cled ft iyide J'hiig¢ of visitors iyho cilgaged eiiil)Iisiaslicfilly viill IIiL knviYl¢dgcable slRII-lioldri's. Th¢ Sociel). also liold ali eveiit 81 Ilie library, to c¢lcl)rAlc 0111. 60th s'¢Hr of Ii¢liiiiig people to discover iiioi'¢ 8boul Ilieir faiiiily histoi'ies. oiir celebratioii ivas nlso siippoited by Ar¢liives+ aiid lye iirre plensed to joiii ivilh tl)eiii at a fiiillier celebration of oiii. partiiersliip ivilli Arcliive.s+ fiiid Ilie Iolh ai)iiive¥sar>p of Ilie reopeniiig of the Library aftei. ils niajoi. refiirbishinenl. Society leAins pioiiiol¢d oiir ii'ork in persoii at faiiiily fiiid LOCAI Histoiy flairs Iield by otli¢r groiips aci'oss Ilie Noitli of Eiiglind, nolably Rt Cliethfiin's Scliool of Music, Biixton U3A, at Hiiddersfield eiid it the East Suriey Virliial fatiiily Hisloi'y fair. Rei)reseiilalives of Ilie Society also look part iii a joiiil-¢onfer¢nce ivlil) tlie LancRsl)ire and Cl)esliiiB AiJliqiiArians Society aiid coiiiiecled iviili oihei. locftl socielies iyliere lye havo foiiiid coiiiiiioii iiitere5ts iii ilie liistory of oiir area; Iliese iiiiitiifilly bet)eficial conneclioi)s liave bi'oadeiied oiir rea¢h, inlrodiiced lis to iieiv speakers And topics of iiiterest aiid afforded opportiijiilies to leftm froin each other 88 ive Iiavigate tlie cliaiigiiig pallerns of post-covid so¢ial intcra¢tlon in-pei3on and onllne. 11114iiclAI I'oi'ieJY Al Ilic yeai'.ciid dale Ilie charity itceivcd iiicojiie lolalling £48,588 (2023: £52,991) aild exp¢iidliiire of £52,160 (2023: £56,950) aiid Iliis r¢siilied Iii a iiet loss foJ- tlt¢ )'enr of £3,572 (2023: loss £3,957). Policy oli i'esei'i'¢s At Ilie yeai'.¢nd dale Ilie cliarilS' lield i'eserves lolRlliiig £104,773 (2023: £108,345). All Irsci'v¢s are li11$11.1¢ted. Aiiioiiiils Ii¢ld iii fix¢d 85setS Are £5,201 (2023 £4,303) leaviiig £99,572 (2023: £104.042) iii fl'ee reserves. 'riie Yeserves indicalcd are a ¢oiisolidalioJi of reserve fitiids for MLfHs and Ilio Broticlles. Tlie reserves policy ieflects Ilie costs that iyoiild b¢ lii¢iin'¢d iii r¢-eslablis1iing tlie sociely ill 11 siiiIHble city cei)tre localioii in the eveiit tliat Ili¢ lefise iyilh Ceiilral Library is Jiol renoived. Page 7
MRiicliestei' & Lancasliire fi allY Histoiy Society Ti'llstees, Repoi't Plfiiis for fiitut'o pci'lo(Is Eveijls lo iiiai'k th¢ 6011) aiiiiiversary of ilie formalion of Ihe Society a5 Ilie Man¢li¢sl¢r CJenealo8ical Society F¢atiired Sli'oiigly in 11)e limetable for 2024. 111 accordaiice ivilli the Strategic Plan, 11)e Society ivill llold aiioil)ei' Fainily aiid Local History Fail. iii the spring, biiilding on lh¢ successfiil ¢veiits of i)revioiis years. In coiiipaiiy iviil) oiir pAI'liiers, Ive participftled ii) eveiit lo celebrul¢ Ilie Iotli aniiiv¢rsaiy of Ili¢ gi'oiiiidbrcakiijg Ai'cliivcs+ Hei'ilage Hiib, diid tljal of oiii. parliier Ilie Ahiiied Iqb41 Ullal) RHee [Race Aichives & Co)Illllllllity Ellgageinenlj Cenlie. 2024 ivill see si8nificap)l aiiniversaries of tli¢ Univei'sity of MRiic11¢51e¥ and Maiichcslei- Melropoltlan University aiid ive iytll pai'licipale iii those celebralioiis loo. W¢ iylll eojiliniie lo siipport eveiits oi-ganised by oiir pai'lners aiid civic ftiilhoi'ilies ivlieie (he Sociely preseiicc 18 piiiclicfil aiid beiieficial. Tlie year eiidiiig 3 Isl Deceiiiber 2024, Inllrks boili oiir 60111 niiniversary as a sociely oiid OLir IOllI ytai, nt Maiiclieslei. C¢iili'al Llbrary. Tl)is i)iilestoiie lias alloived lis to engage iyiili nioie visilors and tbettei, iiiidersianil Ilicli. iieeils ns Iiieiiib¢rs of fi faiiiily l)islory soclely. Tl)¢ Helpde5k at Ilie library conliiiues lo be ceiili'al to OITI, aclivilics aiid, iyhile Ilie Soci¢ty coiiiiniies lo attract neiv mlIber$, tlie allrilion Tale reiiiftiTlS l)Igli¢i'. Looking al)ead, Il)e Society reiiiains coinniitted lo expandiiig ils reach aiid refiniiig ils aclivilies to bellei. serve iiieiiibers aiid the ivider faii)ily liistory coiiiinui)lty. A key eveiil oi) tlie horizon is oiir aiiiiiial Ffiii)ily FIlstoiy Falt., scliediil¢d foi, 22iid Marcli 2025, iYl)icli ivill i)rovid¢ ali opporliinit). lo engnge iyilli faiiiily aiid local llistoi'ians, slioivcus¢ oiir rcsoiirces, aiid slreiigiheii conii¢clioiis ivill) otliei. oi'gai)isRlions. Iii respoiise lo ii)¢iiibci' fcedl)ack, Ive ivill coiiliniie d¢velopii)g oiir lalks prograiijtme, ensuriiig 11181 topics allgi) iyith evolviiig iiilei'esls, We ivlll ilso i)ioiiiloi' th¢ balaii¢e bctiyeen oiiliiie aiid In-persoii iiieelings lo deleriiiiii¢ lioiv best to Ineel oiir audieiice's needs. Slreiigllieiiiiig proii)otioJi and fosl¢rln8 Jieiv relalioiisliips ii'iili felloiy socieltes ieihftiii priorities, alloivliig for collaboraliot) atid sliared opportiiiiiiles. Oiir oiigoiiig pi'ojecls ivill coiiltiiue to enhaiice Ilie Society's iesoiirces And res¢ai¢l) offci'iiigs, iyliile siiccession plniii)1118 IVIII eiisiii'¢ stability aiid coiiliiiiiily in oiir leadership and voliiiileei. base. Addilioiiallyi ive ivill iyork closely ivitli oiii. parltiers lo eii¢oiirnge grcaler alleiidA))ce at events in tli¢ librai'y, iyhile also eAI)loriiJg the pol)11a4 foi. sinallei. Ivorksl)ops, ensiiriiig IhNI oiir ediicalioiial oiili'each i'¢niains accessible and dyiiai))ic, Tlie 8iiiiiilll I'epoi'l ivas approved by tlie Iriislees of Ilie cliarity on 3.1.4,1.i%. ftnd signed oil ils belinlf by: K Marslaiid Tj'easiirei. Page 8
Maiicliesfci. & LaRicHshii'e Faiiiily Histoiy Society Iii(lepeiideiit xaininei s Repoi't to tlie ti'iistees of MRiichester & Lancashii'e fi Rinily Histoi?, Soeiely I reporl to tlie Ii'ustees oil iiiy exaiiiinalioii of tlie accoiinls of Manc]iestei' & Laiicashire Faii)ilJ' History Society (tli¢ Triist) foi. tli¢ year eilded 31 Deeciiiber 2024. Resi)thiislblllllcs aii(I bAs15 vf repoi't As tl)e cliai'ily (riistees of tlie Ti-iisi yoii are responsible for Ihe preparalion of Ilie accoiii)Is ii) Rccordance iyitli (he requireinents of Ihc Charilies Aet 2011 ('tlie A¢t'). I repoit lji respe¢t of11)y exaii)inalioii of ihe Ti'iist's accoiiiits carried oiit linder seclion 145 ofilie 201 l A¢1 aiid iii cRrrJiAng oiil iiiy exaihinalion I liave folloiyed all the fipplicable Dir¢¢lioJis giveii b), tli¢ Cliarliy Coi)iiiils5ion linder section 145(5)(b) of ihe Act. Iii(Icpeiideiit eAaniiJier s Stnteiiieiit I hAve coiiipleled iiiy eYa711iiiatioJi. l eonfirJ)J tliat iio i?)aterial Jiiallers hfivc cojne to iiiy alt¢nlion iii coi)n¢¢lioii ivilli 11)0 exaiiiliilliioii givliig Iiic caiise lo beli¢v¢ iliat in any Inaterial respect.. accoiiiiliiig Ircoi'ds iv¢re not kept in i'espect of tlie Triisl as reqiiired by section 130 of ilieA¢l; or 2. Ilie aecoiinls do iiol accord iyilh th05¢ records. or 3. tlie accoiiiils do iiot coii)ply ivith Ihe applicable i'equireiiieiils concei'iiiiig Ilie fonn aiid eoiiletit of accoiiiils set oiit in ihc Cliai'ilics (Accoiiiils aiid Reports) Re8iilali0115 2008 olher Iliati ftiiy reqiiirciiient tliat Ili¢ ac¢ouiils give 8 'ti'ue aiid fail. iiieiiJ ii'hicli is not a Inatter con5ideitd as pArl of ali iiidepeiident exaiiliiialioii. I Iiave iio concerns aiid liave collie across ilo ollier iiiallers in cojllie¢lioii ivitli tli¢ exfii))inalioi) to Ivliich fttteiilion sliuiiId be drftivIi iii Iliis ieport ii) ord¢r to eliable a proper uiidei'slaiiding of Ilie accoiiiils lo be I'eaclied. Heleii Bliiiis fcA Beevei. Iiid Slriilliers Oli¢ Bxpress l Georg¢ Leigl) Street Aiicoals Maiiclieslei. M4 5DL Date:.2).1!2 >..... Page 9
Maiichestei. & LAneaslhii'e FAinily Histoiy Society
Stlltcjneiif of f4iiifiiieial Aetlvlties foi. the Yeai. Eii(le(131 Deccinbei. 2024
UiiJ'es11'leteil
riiiids
Totol
2024
Note
Iiieoiiie ii(101s'iiieiils fi"oJii'.
Doiiatioi)s aiid 5egacies
Cliftritable activities
Invesliiieiil incoiiie
2,771
44,942
875
2,771
44,942
875
Total Iiicoi)ie
48,588
48,588
i ipeiidltui'e oil:
Cliai'llable aclivilies
52,160)
'rotal Expeiidltiirc
Nel iiioveiii¢iil iii fiiiids
(52,160
52.160)
(3,572)
(3,572)
Retoiicilintioji of fiiji(Is
TotAI fiinds broiiglil forivard
108,345
108,345
Total fiiiid8 cai'i'ied forivord
16
104,773
104,773
Uiii'esti'icted
riiji
MAncliestei" & LHiicasliii'e ITainily History Society (Registl'Atioii iiiiiijbei.: 515599) Statejnent of FillaJiciAI Position as at 31 Deeembei. 2024 2024 2023 Nofe Flxeil iissefs 'I'ai)gible assels 10 5,201 4,303 Cui'i'ciit fissels Stocks Deblors C'a%li ai bai)k and 171 liniid 7,399 1,448 106.407 115,254 6,903 2,372 110,954 120,229 13 Ci'edlloi'5: Aiiioiiiils fllllliig diie iyitlilii ojie yeni. 14 15,682 (16,187 Net ciii'i'eiit nssels 99,572 104,042 Net assets 104,773 108 345 ri lind5 of tlie chai'it),: Uiii'esli'lcted liicojiie fuiids Uiiiestricled fiinds 104,773 108,345 Totfil fiin(Is 16 104,773 108,345 Tlie fiiiaiici&l sloleniei)Is oil pages 10 to 18 iveye approved by tlie liiistees, aii(181ttlioi'ised for iSSLI¢ 011 .l.¢J..1. 251 aTid sigiied 011 Ihcii. beli8lf b),: K MarslAiid 'ri'cEJsiircr Pagell
Maiicli¢stci' & LaiicHshii'e fiAiiiily Histoiy Society Notes to tlie fiinftiicial Statements foi. tlie Yeai. fi ii(le(131 Deeenibei. 2024 l Aecoiintliig i)olieies 1.he fiMaii¢ial slalemeiils hav¢ beeii pi'epar¢d in accordance ivilh Accoiiiiliiig and RepoitlJiB by Cl)ftYilies: Slaleii)ent of Recoii)n)¢iidcd Practice applicable to cliayilies i)i-eparii)g Ilieir 4ccoiinls in ftccordaiice iviili ilie riiiaii¢ial Reporlijig Slaiidard nppllcable iii Ilie UK aiid R¢piiblic of li'eland (FRS 102) (¢ffcclive l Jaiiiiary 2019) - (Ch1¢ I'ities SORP (FRS 102)), th¢ Fiiiaiicial Reporlin8 Staiidard applicablo iii Ilic IJK Repiibli¢ of li'eland (FRS 102) and tl)e Chil l'ilies Act 20 J liieoiii¢ lliid ¢iiiloivi)ieiil$ Siib.%ci'iptioi?s I'eceived froiii iiieiiibers al'e ci'edilcd lo ilie Slftleiiiciil of Flnaiicial Aclivili¢s ovei, (lie period of liiiie foi. Ivliicli 11)e iiieinbei'sliip is paid oil Ilie folloiviiig basis., Du¢ dnte Pi'opoi'lloii ¢i'edile(I ns Iiiconie Iii yeRr elided 31 Deceiiibei. 2024 l Jail 24 Feb 24 16.67 l Mai. 24 25.00 l Apr24 l May24 Jiin 24 33.33 41.67 50.00 Jill 24 58.33 l Alig 24 I Sept 24 l Oct24 66.67 75.00 83.33 INov24 91.67 l Dec24 100 Doiialloiis niid legllcles DoiiRIioiis 01¢ ii)¢liided ii) Ilic Slaleiiieiit of Finnn¢ial Activilies (sofA) iii tl)c period to ivlil¢li IIIL'Y iilale, Moi)ies ai¢ I'eceived in advance and are deferred and included iviiliin credilors iitilil tlle period lo ivliicli Ihey I'elate. Itiootiie is recogiii5¢d ivhen Ilie society IiAs eiiliileiiieiit to thc Iiii)ds, aiiy pei'foi'iiiance coiiditioi)s attaclied lo tlle iteiii(s) of iiicoiiie liave bE¢n Jnel, it is probable Iliat Iliey ii'ill be received Riid tlie aiiioiinl cali be iiieasiired ieliobly, liivesllneiit iiironie This is recoi'ded iti tli¢ sofA iyhen reccivable. This is iiormally iipon nolificalion of the inlerest paid or payAble by the bailk. Ollier liicoiiic Olliei. in¢oiii¢ Is accoiinted for iii the perlod ill ivhTch tlie Society is eiitilled to ilie r¢c¢ipl. Gift Aid recovered on doi)ailoiJs is accoiinted for ivhen il is received. Page 12
Mancliestei. & Laiicasliii'e fi ainil), Hisfoij, Society Notes to the fiinRiicifil Stflteineiits foi. tlie YeRI' Ei ll(led 31 Deceinbei. 2024 i Apeiiditiii'e Tliis is incliided Iii Ilie accoiii)Is on an accial$ basis and is slaled iiel of aiiy recovorabl¢ VAT. Web511e costs Tlicsc iiicliide fees allyibiilable to ongoing lechiiology siipporl costs. Goi'ei'iiniice ¢0s15 Tliese incliidc Ilie costs ftllribiilable lo Ilie cliarily's coiiipliNiice ivilh ¢oi)slitiilioiial aiid statiiloiy reqiiiienieiits. iiicliiding aiidit. Xtrategic iiiaiiageiiieiit aiid ti'ustees's iiie¢lii18s aiid reiiilbiirscd expenses. VA'I. 'rii¢ Cliarity 15 1-egi51ered foi. V A T aiid aiiioiints iii tlie ac¢oiiiils are slftled net of VAT. Tnxfitlobi 'riie Cli8rily is exeiiipl froiii lax oil iiicoiiie ai)d gaijis falling ivithin seclioii 505 of Ilie Taxes Act 1988 or seclion 252 of tlie Taxalioii of Cl)Argeable Gaiiis Act 199210 Ilio extent Ihat ihese are ap5ylied lo ils cliHI'ilable objects. Tniiglble filed Ass¢Is Tlie Libraiy ivlilcl) iii¢liid¢s books, iiiat)iisci'lpts, typescripis and 1s1i¢rofi¢lie lias beeli included Ii) tlie accoiijils thiis... al 31 Deeeiiibei. 2024 Coiinoil's vfiliialton 31 De¢einber 1991 10,000 27,794 {34,794) 3,000 Histoi'ic addilioii¥ ftt cost Revfiliiatioii tiiovei?iei)t No depi-ecialioii is proiiided oli this assel becaiise it is Ili¢ Society's praclicc to iiiaiiilHiii these iteijis iii a coiitiiiiial stale of soiiiid repair aiid ails, dcpi'ccsalion ivould Jiot be iiialerial. Wri1¢ doiwi ivill be iiiade shoiild Iliere be aii)i iiiipaii'liieiit to tlie5e vllliies. Deprecifilioii is provided on eqiiip)i)enl, furniliire & fittiiigs so as lo ivrile tlieiii off in equal aiiiiiial Iiislaliiienls ovei. foiir years. Stoel( A17 entlty shall i))easiire inventories ai (lie loiver of cost and esliiiialed sellillg price less cosls lo eoiiipl¢te aiid sell. Uiii'esli'iclcd fiuii(15 These liicliide ftll graiits, doJ)ations Aiid aiiy oilier iiicoJMiiig i'esoiirces tliat Iiaiie 110 spe¢ific resli'iclioii 11 Ilaclied at tli¢ iiioiiieiit tlie iEsoiirces i%'¢re ieceived aild ale free to b¢ used in Ihe geJiei'.11 furihei'ance af tli¢ objecls of Ilie Clinrity. Pagc 13
Mancliestei. & IIL'asliii'e fi Rmily Hi5toiy Society Notes to tlie FiiiAiicial Stfttemeiits foi. the Yeai. Li nde(131 Deeembei. 2024 I liiniiclal liisti'iiiiieiits Tlie ¢liai'lty oiily lias fiiiaiicial as8¢ls and fiiianc>al liabilities of a kind thai qiinlify as basic Finftiicial Insli'iihieiils, Basic Fiiiancial Inli'iijneiils ai-¢ ii)ilially reco811ised t)t Ili¢ Iraiisaclioi) vHliie Aiid subseqiieiilly Ineasiii'ed al tl)eii' settleiiieiil vuliie. 2 Jiicoine fi'obii donAtions ajid legicles UiiJ'esti'l¢l¢ iiids Tolal 2024 TolHI 2023 Doiiallojjs 2,771 2,771 1,268 1,268 2,771 2,771 3 Iiicoiiie fi'oi)I chni'llnble AellYltle.s Uiii'esf I'lcled ruii(Is Tolftl 20Z4 Tolnl 2023 Siibs¢i'ii>llons Received Tax Rccol'ered 011 Gift Aid Doi)fitioiis Sales Piiblicalioi)s elc Miscellttiieoiis li)coii)e riiidMyPHsl - fMP - Royaltles 30,578 4.553 6,581 680 2,550 30,578 4,553 6,581 680 2,550 44,942 36,523 4,642 5,565 631 3,858 44,942 51,219 4 liiv¢stiiicJil liicaiiie Uiii'esti'lcte(I fuiids Totnl 2024 Tolnl 2023 13aiik iiiteresl receiv¢d 875 875 506 Page 14
Maiicliestei. & Lfiiicasliii'e fi aiiiily Histoiy Society Notes to tlie fiiiiaiicial Statenieiils foi. tlie Yeai. iiiled 31 Deceinbei. 2024 5 xi)eiidlliiJ'e 011 ¢liai'lthbl¢ Acllvllles Uiii"esli'i¢led rujids Totnl 2024 Totnl 2023 Gejiei'al Cost of Iiiiblislii118 'The MHn¢hesl¢r Genealogist, jovrnttl Cos1 ofpiiblicalions el¢ sold avcl & expeiises Sales - Piiblicalions elc Meclings & speAk¢r costs Wcbsile siipporl expeiis¢s 21,777 1,838 733 21.777 1,838 713 20,722 3,845 767 1,566 13,021 40,032 1,600 9.867 1,600 9,867 35,815 35.815 6 Expeiidltui'e oli JiiHiiagiiig ai)d Rdi)Iliilslei'liig tlie Sociel). ljiii'esli'lcled Fuiid$ TotAI 'rotnl Geiiei'AI 2024 2023 S¢rvice ¢hai'ge Iiisiirance 3,274 628 3,274 628 2,592 708 Poslitge, slalioneiy & idveillsliig 3qiiipiiieiit itnlal ¢liai'ge5 R¢pHirs & iiiainleiiaiicc Pa)'pal, Sliopify L Slripe cl)aiges ISP cliarg¢s - ejiiail hostlng Suiidry ¢Yi)eiises Depreciation Telephoiie Govei'iiaiice costs 3,838 290 3,838 290 3,016 711 188 188 1,001 991 949 949 33.3 333 386 2,146 1,065 66 2,146 1,065 66 2,344 769 3.567 3,567 4,400 TolAI 16,344 52.160 J6,344 52,160 16,919 56,950 Tollll xpeiidltiire (llotes 5 & 6) Page 15
MaiiL'hestei' & Laiicaslifire fi ainil}' History Society Notes to tlie Fiiiaiicial st8teiiieiifs foi. Ilie YeRI' Ei iideil 31 Deceiiibei. 2024 7 Ti'ijstees i'eiiiuJiei'Aliori aii(l expeiiscs No tl'llslees, noi, 1¢ ny persoiis coniiected Iviili Ihcsn. have received aiiy reinuneralioi) fi11[ 11)e cliarily dtiring the yeai,. No Irust¢¢s have received ally reiihbiirsed expenses oi. aiiy ollier benefits fJ'oiiJ Ilie cl)arity diii'liig tlie yeai.. A total of £334 (2023: £1.222) Ivas Paid 10 one coiincil in¢i)Iber as a reiiiibiii'sei)Iciil of trfiY¢l expeiises. Tlie so¢lety iises the sysleiii Ivli¢r¢by iiiileage is clRiiiied at Ilie Inlaiid Reveiiiie reeo8iiised rHte (0,45p per iiille) bill oiily actiinl pelKol is draivn and the balAnce of £10 (2023: £344) ivas doiialed bark to Ilie society by tIiB TYiislee5 aiid is iii¢liidcd iii the dojialions. 8 Slaff Costs Tli¢ soclely lias iio ei))ployees. 'ri)e society is I'iiii by ilie Truslecs aiid Execiitive Coiilliilttee iiieiiibers, Ilie inaiii officers beii)g Ilie CltAirinon, Vic¢-cliairinaii, Geiieral Secretory and tlie Treasurer. 9 111(l¢peiiilciit exni)Iliiei s i'eiiiiiiiei'#llDIt Tli¢ ficcoiijitaiits fee consisted of accoiinlaiicy fees of £848 excliisiv¢ of VA T (2023: £839) aiid iiidepciidaiil 'xainiiie13 fees of £782 (2023,. £761). IO Taiiglble fixed nsstts eqiiii)iiieiit Llbi'ni'y Total Cost At l Jaiiiiai'y 2024 Additions 13,702 1,963 3,000 16,702 1.963 At 31 D¢¢eillber 2024 15.665 3.000 Dei)i'ecliillnii At l Jhiiiiai'y 2024 Cliai'ge for the yeai. 12,399 1,065 12,399 ,065 At 31 Deceiiiber 2024 J3,464 13,464 Net booli Value At 31 Deceiiibei. 2024 2,201 3,000 5,201 A¢ 31 Deeeinber 2023 1,303 3,000 4,303 I I Stoc1< 2024 2023 Stocks 7,399 6,903 Page 16
Maiicliester & Laiieasbii'e fiamily Histoiy Society Notes to tlie fi iiiaiicial Stfitcnieiits foi. tlie Year Eiicl¢d 31 Deceinbei. 2024 12 THxatloii The Charlty is cxciiipl fi'oi)I tak 01) iiicoiiie aiid gaiiis falling iyilbiii seclioii 505 of Ili¢ I'•xes A¢t'l 988 01. se¢lioii 252 of tlic 'l'axalioi) of Cl)argeable Gaiiis Act 199210 Ihe exlenl Ilial 11)¢se are applied lo it5 cliarilablo objec1¥. 13 Debtoi's 2024 2023 Piepayi))enls VA'f r¢¢overable 615 833 1,795 577 1.448 2,372 14 Ci'odlloi'.$: Aiiiouiits fallliig due Ii'l¢l1S11 oiie yefti. 2024 2023 Ac¢riia15 15,682 16,185 15 Coiiiiiiiljnejits Sei'vlct clini'ge coiiijiiitiiieiits Tlie Society pays a service charEe ivliicli is £3,274 (2023: £3,274) for Ihe year. Pag¢ 17
Mlliicliestei. & Lancashii'e fianiily Histoiy Society Notes to tlie filiiaiicial Stateihejits foi. tlie YeAI' Ei Jicle(131 Deceiiibei. 2024 16 fi i[ii(Is Ilalniiee #t 3] Deceiiiber 2024 Blllnnceat I Jaiiiiai'y 2024 IIicoiiiiiiE resoui'ces Resoiii'ces expciidcd UTii'csli'lcÉed fuiids Geiierftl cneral fiii)ds 108.345 48,588 52.160 104,773 IliJlAiic¢ HI 31 Deceiiibci. 2023 Bnlaiiee nl J JaiiuAI'y 2023 liicoiiiliig J'csoiii'ces Ilesoiii'ets ¢xi)eiiiled UnrestJ.Icte(I fiiiids Geiigriil G¢ii¢ial fiiiids 112,302 52,993 56,950 108 345 17 Aiiilysis of iiel Assels befiyeeii fiiii(Is Uiii'e$li'le¢ed fiiiid$ Geiiei'fil Totnl fiiiids I'fiiiglble fixed assets Ciiri'eiit Hssels Cui'reiit Ilabililies 5,201 115,254 (15,682 5,201 115,254 (15,682) 104,773 Total nel ass¢ls 104,773 18 Rel#led ilni'ly li'iiiisAelloiis Tliere iiiere no relrtled i)&l'ty Iraiisacliojis ii) Ili¢ year. P&ge 18