Charity number : 702199
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOCIETY
FINANCIAL STATEMENTS
for the year ended
31 JULY 2024
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOCIETY
Legal and Administrative Information
CHARITY NUMBER 702199
CORRESPONDENCE ADDRESS
The Root Cellar 33A Greens End Road Meltham HD9 5NW
COMMITTEE
M Wheeler Chair / Librarian I Stevenson Vice-Chairman S Hutson Secretary / Journal Editor K Lightfoot Treasurer K Woodcock Bookseller M Woodcock Publicity Officer J Harris Social Media Secretary R Naylor MI Coordinator R Wattam Committee Member
The Committee are saddened to report the death of K Woodcock on 22nd July 2024
BANKERS
HSBC plc Lloyds Bank plc Huddersfield Oldham
WEBSITE
www.hdfhs.org.uk
INDEPENDENT EXAMINER
A Harman Huddersfield
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOCIETY
TRUSTEES' ANNUAL REPORT
FOR THE YEAR ENDED 31 JULY 2024
The Trustees present their report and accounts for the year ended 31 July 2024
Structure, governance and management
The Society is governed by its constitution of which the latest version is that as agreed at the AGM, held in March 2013 with subsequent amendments sent to the Charity Commission and agreed by the membership. The committee members, with the assistance of the volunteers, manage the day-to-day running of the Society.
Objectives and activities
Our aim continues to be to provide the best service possible for our members and to encourage others to pursue an interest in genealogy and family history. Our main focus is always to help people understand the value of membership of a family history society.
We plan over the coming months to transfer all our booklets of transcribed information into a format which can be readily downloaded through our online shop. This will enable buyers to sort the data within the files and allow us to reduce printing costs and time spent printing and preparing booklets. This will provide for a better fit with modern day technology.
We will continue to work with our volunteers to transcribe memorial inscription information from graveyards within our area. This is genealogical data which is not readily available elsewhere.
We will continue to provide our popular beginners’ family history courses and find ways to educate people with family history interests about the wealth of information available through a family history society.
Our attendance at local and family history related events is particularly important, as are our volunteers who support what we do. It is our intention to hold a summer ‘thank you’ event for them to celebrate all our successes and give an opportunity for everyone to meet their fellow volunteers.
Public benefit statement
The Charity's Trustees have complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercising their powers and duties. This guidance is contained in "Charities and Public Benefit" published by the Charity Commission.
Future developments
Whilst it has taken longer than expected, we hope to continue to upgrade the systems at our research room to provide easier access to databases which are our own, as well as offering the usual wide access to subscription websites. Data from the MI project is now ready to go online and to be available at the Root Cellar.
Future proofing our society will continue to be a priority in terms of ensuring that the knowledge and experience of existing committee members and volunteers is captured, in order to ensure seamless succession planning.
We will look to develop and consolidate all the successful work we have undertaken during this last twelve months, in relation to research, ancestral tourism and house history projects.
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOCIETY
TRUSTEES' ANNUAL REPORT
FOR THE YEAR ENDED 31 JULY 2024 (continued)
Financial review
The Committee are pleased that the Society has once more returned to being able to report a surplus for the year compared to the deficit in previous years. This has been as a result of the on-going and successful completion of the Society's aims and objectives.
This Report was approved by the Trustees on 6 November 2024
M WHEELER
Chair
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOCIETY
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 JULY 2024
| Note Incoming resources: Subscriptions Donations Fees received for research (including Ancestral Tourism) Sales of publications Royalties 3 Family History Fair Gift Aid receivable Course fees Bank interest received Total Incoming Resources Resources expended: Goods for resale/Library Journal printing costs Subscriptions paid Advertising and marketing Premises costs Insurance Sundry expenses Computer and other IT costs Bank and other charges Depreciation Total resources expended Surplus/(Deficit) for the year Transfer between funds Reconciliation of funds Fund balances brought forward Fund balances carried forward Database design & website development Repairs and maintenance Telephone/internet Printing, postage and stationery costs Fair and speaker costs |
Year ended 31 July2024 |
|---|---|
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOCIETY
BALANCE SHEET AS AT 31 JULY 2024
| Note Fixed assets Tangible fixed assets 4 Current assets Debtors Cash at bank Cash in hand Current liabilities Accruals and other creditors Net current assets Net assets Capital and Reserves Unrestricted funds 5 Designated funds 5 Restricted funds 5 |
£ £ £ £ 280 - 1,350 1,300 23,227 18,692 155 202 24,732 20,194 - - 24,732 20,194 25,012 20,194 - 23,398 20,194 1,614 - - - 25,012 20,194 2024 2023 |
£ £ £ £ 280 - 1,350 1,300 23,227 18,692 155 202 24,732 20,194 - - 24,732 20,194 25,012 20,194 - 23,398 20,194 1,614 - - - 25,012 20,194 2024 2023 |
|---|---|---|
| 24,732 - |
||
| 20,194 | ||
| 20,194 - - |
||
| 20,194 |
The financial statements were approved and authorised for issue by the Board of Trustees on 6 November 2024 and signed on their behalf by:
M Wheeler Chair
I Stevenson Vice-Chairman
I have verified the Balance Sheet and confirm the Fund Statement is a fair statement for the year ended 31 July 2024.
A Harman Independent Examiner November 2024
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOCIETY
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024
1 Accounting policies
- (i) Basis of accounting
These financial statements have been prepared under the historical cost convention and in accordance with applicable accounting standards and the Statement of Recommended Practice "Accounting and Reporting by Charities" issued in March 2005.
- (ii) Incoming resources
All incoming resources are included in the SOFA when the charity is legally entitled to the income.
- (iii) Resources expended
Expenditure is recognised on a cash basis and is classified to the appropriate heading as determined by the Committee.
- (iv) Tangible fixed assets
Tangible fixed assets are capitalised at cost and are depreciated on a straight line basis over their estimated useful lives as follows:
Fixtures and fittings 4 years straight line Computer equipment 3 years straight line Leasehold improvements 3 years straight line
- (v) Funds structure
Unrestricted funds are available for use at the discretion of the Committee in furtherance of the general objectives of the charity and which have not been designated for other purpose.
Designated funds are unrestricted funds that have been set aside by the Committee for a particular purpose. At the 31 July 2023, the Society did have designated funds. Further information is given in note 5 of these Financial Statements.
Restricted funds are funds which are to be used in accordance with specific restrictions imposed by the donor. As at 31 July 2023, the Society did not have any restricted funds.
2 Staff costs
No trustee received any remuneration from the charity. The Charity does reimburse trustees for expenditure incurred on behalf of the charity on production of valid invoices.
3 Royalties
The Society receives royalties from a variety of sources and these can be categorised as follows:
| Family History Federation (FMP) (i) Family History Federation (Online subscriptions) (i) Give as you Live (ii) |
2024 2023 £ £ 3,728 3,961 45 - 112 91 |
|---|---|
| 3,885 4,052 |
(i) Royalties from the Family History Federation include those received as a result of FindMyPast subscribers clicking on records provided by our Society to them from our transcriptions of parish records; and where new subscribers to FindMyPast have done so by clicking on a link on our Society's website.
HUDDERSFIELD AND DISTRICT FAMILY HISTORY SOC
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2023 (continued)
3 Royalties (continued)
(ii) 'Give as You Live' is a venture the Society has signed up to whereby shoppers online can allocate a percentage, donated by retailers, to a charity of the customer's choice.
4 Fixed assets
| Cost At 1 August 2023 Additions in the year Disposals in the year At 31 July 2024 Depreciation At 1 August 2022 Charge for the year Depreciation on disposals At 31 July 2024 Net Book Value 31 July 2024 31 July 2023 s of the charity Balance at 1 August 2023 Movement in funds for the year: Income Expenditure Transfer between funds Balance at 31 July 2024 |
Leasehold improvements Fixtures & fittings Computer equipment Total £ £ £ £ 2,950 100 7,365 10,415 - 270 117 387 - - - - |
|---|---|
| 2,950 370 7,482 10,802 |
|
| 2,950 100 7,365 10,415 - 68 39 107 - - - - |
|
| 2,950 168 7,404 10,522 |
|
| - 202 78 280 |
|
| - - - - |
|
| Restricted Designated Unrestricted Total £ £ £ £ - - 20,194 20,194 - 2,000 29,772 31,772 - (386) (26,568) (26,954) - - - - |
|
| - 1,614 23,398 25,012 |
5 Funds of the charity
In January 2024, the Charity received a one-off donation from a member in recognition of the many years of work the Society has undertaken for people with roots in Kirklees and the surrounding areas. The Committee were extremely grateful to receive this donation and decided to utilise the donation in regard to the rebranding of the Society. This includes the new logo and advertising banners.
6 Control
The Charity is controlled by the Committee. No one committee member has ultimate control.