Charlty Number.. NIC100280
Ulster Historical Foundation
Annual Report and Audited Financial Statements
for the flnanclal year ended 31 March 2024

Ulster Historical Foundation
STATEMENT OF FINANCIAL ACTIVITIES
for the financial year ended 31 March 2024
Unrestrlcted Restrlcted
Funds
Funds
2024
2024
Total Unreslricled Reslricled
Funds
Funds
Funds
2024
2023
2023
Total
Funds
2023
Notes
Incomlng R8sourc•8
Donations and legac￿3
Charitable activities
Investments
48,565
325,835
7,262
4,095
52,660
325,836
7,262
10.689
308.999
3,741
35,063
45.752
308.999
3,741
Total Incomlng resource8
381,662
4,095
385.767
323,429
35.063
358,492
Re8ourcg8 Exp&nd•d
Charitable adivilies
400,452
7,467
407,919
356,178
76,366
432,544
Nel gainslllo8se81 on
Investments
15.600
1 S.600
Ngt InGomo11gxpgndlturel
118,7901
13,3721 {22,162} 117,1491
141,3031 158,452)
Transfgrs b&￿e@n funds
8,389
18,3891
12,399
112.3991
Not movement In funds tor
thè flnan¢lal year
110,4011 111,7611
122,1621
14,7501 153,702) 158,4521
Rèconclllatlon of funds:
Tol81 funds beginning of the
year
16
413,240
66,886
480,126
417,992
120,586
538,578
Total funds at the gnd of
thè yg4r
402,839
55,125
457,964
413,242
66,884
480,126
The Slalemenl of Financial AGlivilies includes 811 gains and1088e8 recognlsed In the finan¢lal year.
All Income and expgndilure relate lo continuing aclivilieg.
The notas on pages 18 10 28 form part of the financlal statements
16

Ulster Historical Foundation
BALANCE SHEET
os al 31 March 2024
2024
2023
Not83
Flxod Assets
Tangible assets
Investments
262,941
242,920
10
262,942
242.921
Current Assots
Stocks
Deblors
Cash al bank and In hand
11
12
48,826
S2,110
205,062
68.381
54.808
246.061
305,998
369,250
Credltorn: Amounts falllng dug wlthln one yoar
13
1110,9761
1132.0451
Not Curront As#èt8
195,022
237,205
Total Assets less Curront Llabllltle$
457,964
480,126
Funds
Reslricled funds
Designated funds (Unre8lrlcl¢dl
General fund lunreslrl¢l8dl
55,125
181,288
221,561
86,886
181,330
231,910
Total funds
16
457,964
480,126
The lot81 unreslrlcted lunds Includes a revaluallon reserve of £181,16412023- £181,164>.
Approved by the Board of Trustees and authorlsgd forlssue on
behalf by
Slr Den18 Desmon CBE
Chalrperson
The notes on pages 18 to 28 form part of the flnancSal statements
17

Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 March 2024
GENERAL INFORMATION
The principal adivilies ol Ulster Historical Foundation Ilhè "Charity" or thè "Foundation") include publications.
lecture tours, family history conferences, events and courses Iherilage acliviliesl, a genealogical research and
onsullancy service, maintenance ol a subscription a550cialion known as the Ulster Genealogical and
Historical Guild, and pay-lo-view and subgcribers.only onlirie databases. The Foundation also delivers regular
educational programmes in the local communlly and speaklng engagemenls lo the heritage sèctor In UK and
Ireland.
Ulster Historical Foundation meets the definllion of a public benefit ènlity undèr FRS 102. Assets and Ilabllllles
are initially recognised al historical cost and transaction value unless olh&Ml$e slated In thè relevant
aG¢gunling policy note. The financial slalemènls are prepared on a going conr£rn basls. TakSng account of
the risk review undortaken by the dlreclors they do not consider there lo be a risk of going concern lo the
charlty. The address of ils principal office Is Killonga Industrial Eslale, 8radl8y Thallon House. UnS144D,
Bèllasl Road, Newlownards, BT23 40D.
SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
The following accounting policies have been applied consl8lenlW In deallng with Itèms whlch are con8ldar&d
material in relation lo th& ¢harily's financial slal8menl8.
Ba818 ol proparatlon
The linancial slalemenl¥ have been prepared on the golng concèrn ba81s under the hlglorlcal cost convenllon.
modifi&d lo Include certain items al fair value. Th8 financial slalemenls have been prepared in accordance
with the Slalemenl of Recommended Practice ISORPI Accounllng and Reportin9 by Char11189 preparlng Ihelr
accounts In accordanca wllh the Financial Reporting Standard applicable Sn the UK and Republic of Ireland
FRS 102"
Statement ol complSanco
The flnancial slalemenls of the charity for the financlal year ended 31 March 2024 have been prepared on the
going concern basis and In accordance with the Slalemgnl of Recornmendgd PraGlice ISORPI "A¢¢ounling
and Reportlng by Charities proparing their accounts in accordance with the Financial Reporting Standard
appllcable In the UK and Republ1¢ of Ireland FRS 102"
Fund accountlng
The followlng are the calegorl¢$ of funds mainlalned..
Restrlcted funds
Re8lricled funds arè lo be Lt$¢d for specified purposes 88 lald down by the donoi. Expenditure, which meets
these crllerla, Is Charged lo the fund, logelh8r with 8 falr allocallon ol over heads and 8UPPOrt costs.
Unre8trlcted funds
Unre81ricled fund& consist of General and Dosignaled funds.
Unreslricled Funds are funds which are expendabl& al the dlscrelion of the Foundallon In lurtherance of the
purpose of the Foundation. In addition lo exptsndilure on aclivilies. such funds may be held In order lo finance
capital investment and working capllal.
Designated funds are capital grants that have been expended for their reslricled purposè and havè been
transferred lo unreslricled lundg. Such designated funds are then released lo general funds over Ihe related
asset's useful life.
18

continued
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 March 2024
Incomlng R9$oU￿95
All incoming resources are included in the slalemenl of Financial Activities when the Foundation Is legally
enlilled lo the income and the amount can be quantified with reasonable accuracy.
Voluntary Income
Donations are includod in full when received.
Revenue grants are credited to incoming resources on Ihe earlier dale of when they ats recelved or when
they are receivable, unless they rolale lo a specified future period, in which Gase they are deferred.
Grants for the purpose of capital expenditure are credited lo reslrided Incomlng regources when recelvablo
and transferred lo designated funds on purcha50 of asset and Ihen released to gèn¢ral funds over the related
assets ' useful lifg.
Amounts received In respect of specific publication s are credSled lo roslrl¢led In¢omlng r6sourcas In the year
In which the publication is produced.
Investmgnt Income
Investment incom8 relat88 lo bank Interest received.
other Incomlng r080urces
Other Income Is Included In full In the Slalemenl of Financlal Acllvllles when roGoSvod.
Subscrlptlon8
Annual subscripllon8 are account ed for on a recelpl8 ba818.
Publlcatlons
Publication sales are slated nel of value added lax.
Re8ource8 Exp8ndod
All expenditure is accounted for on an accruals ba818 and has been Gla$$ifSed undor headings that aggregate
all cos18 re181ed lo the category.
Charltablè actlvStlo8
Char51able expendllure compr1588 Ih08e c081s Incurred by the FoundalSon In the dolivery of 11$ aGlivlllgs and
88rvlce8. 11 includes both cost8 that can be allocated directly lo such activities and Ih059 Gos1$ of an indiréct
nature nece88ary lo suppty them.
Governanc8 c08t8
Governènce costs Include those Incurred In the governance of Ils assets and ar8 assoclaled wSlh
conslilulional, slalulory and slraleglc requirements.
P•nylon•
Tho Foundation operate$ a defined contribution scheme for Qmployeès. The cost of fundlng the defined
contribution scheme 15 Gharged lo Ihg Slalemenl of Financial A¢liviliè$ as Incurred.
Consolldatlon
The financial slalemenls conlaln Infomialion about the Foundation as an individual enlily and do not contain
consolidated financial infomalion as the parent of a group. The dormant subsidiary has not been consolidated
as thère were no transactions during the year or In the preceding year.

onlinued
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for the linancial year ended 31 March 2024
Tanglble flxed asset$ and d&pre¢latlon
Tangible a55els are slated al cost less accumulated d&precialion. Tangible 8sselg cosllng more than £999 are
apilalised and included al their purchase cost, together with any incidental costs of acquisition. Depreciation
is calculated so as lo write off the cost ol tangible fixed assets. less their eslimaled residual values, on a
reducing balan￿ basis over the expected useful economic lives of th8 ass8ls concerned. Th& principal rates
used are as follows..
Heritage Assets
Computer Equipment
Office Equipment
Property Renovation$
not depreciated
25V/o
250
25V•
The Foundallon ￿11 ¢ondu¢l an Impairment review when evonls or circurnslances indicate that the carrying
amount of the fixed assets may not be recoverable.
Léaslng
Rgnlals payablo under operating lea888 are dealt with in the profil and 1088 account as Incurred over the
period of the rental agreernenl.
Invè$tment$
Investments held a5 fixed as8els are slal8d al cost less provlsion for any permanent dlminulion Sn value.
Income from other financial fixed asset Inve$lmenls together with any relaled 18x credll Is recognlsed In the
profil and10ss aG¢ounl in the financial year in which il is receivable.
Stock
The non-Foundalion publlc•lion$ 8lock is slated al the Iowor of aosl and nel reali8able value. Cost Is
delormlned uslng the first Sn, first out method. Cost comprises of th& purch898 cost of the books.
The Foundallon publication stock 1$ valued a5 follows..
In the year of publlcalion Ihg $l¢¢k 1$ valugd al 40'h ol the relall value, reducSng each year Iheroafter, from
year 2 unlll year 5 by 250A per annum.
Al year 6, the Stock is valued al a nominal value of 10p per unil.
Publicallons In progress are valued al direGI G051s rglevanl lo tho 51oge of GornplelSon of books undergolng
publleallon
Taxotlon
The Foundglion 18 a registered charity and, as such, is enlilled lo certain tax exemptions on Incom8 and
profits from inv¢slmenls and 5urplusgs on any trading 8clivili85 carried on in furthorance of the Foundation s
prlmary oblèclives, if Ihesg profits and Surpluses are applied solely for charitable purposes.
Forolgn currgnGle8
Transactions denominated In foreign currencies are Iransla18d al the exchange r8le 81 the dale of the
Iransaclion. All monetary assets and liabllilies denomlnaled In forelgn currencies are translated al the rale of
exchange al the 8alance Sheet dale or the exchange rale of the related foreign exchange contract where
appropriate. The resulting galn or10881s dealt wllh In the sl8lemet)l of Flnanclal Acllvilieg.
Flnanclal Instrumants
Flnanclal agsets
8asic finan¢ial assets, including trade and other receivables and cash and bank balances are initially
recognised al transaction price, unless the arrangement conslilules a financing transaction, where the
transaction 15 measured al the present value ol the future receip15 discounted al a market fate of interest.
Such assets are subsequently carried al amortised cost using the effective interest method.
Al the end of each reporting period financial assets measured al amortised cost are assessed for objective
evidence of impaimenl. If an asset is impaired the Impairment loss Is the difference between the carrying
amount and the present value of the eslimaled cash flows discounted al the asset's original effective interest
rate. The Impairment Ioss 15 recognised in profil or loss.
Financlal assets are derecognised when lal the eonlraclual.righls lo thè cash flows from the asset expire or
are sellled, Ibl sub51anlially all the risks and reward5 of the ownership of the asset are transferred lo another
party or, Icl despite having retained some significant risk5 and rewards of ownership, control of the asset has
been transferred lo another party who has the practical ability lo unilaterally sell the asset lo an unrelated third
party wilhoul imposing additional reslriclions
20

continued
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 March 2024
Flnanclal Ilabllitlgs
Basic financial liabilities, including Irade and other payable5, are Initial￿ recognlsed al Ir8nsaclion pric8.
unless the arrangement conslilules a financing Iransaclion, where the debt instrument is measured al Ihe
present value of the future retsipls discounted al a markèt rale of interest. Debt instruments are subsequently
carried al arnortised cost, using the effèctive Interest rale method.
Trade payables are obligations lo pay for goods or services that have been acquSred In the ordinary course of
business from suppliers. Accounts payable are ¢las911ied as current liabilities if payment Is due within one year
or less. If not, they are presented as non-currenl liabililieg. Trade payables are recognized inilially al
transaction price and subsequently measured al amortised cost using the effective inl¢resl m8lhod.
INCOME
DONATIONS AND LEGACIES
Unrestrlcted Re8trl¢t&d
Fund$
Funds
2024
2023
Donallons
Grants & sponsor5hlp
48,S66
48.565
4,095
10,689
35,063
4,095
48,565
4,095
52,660
45,752
CHARITABLE ACTIVITIES
Unrn8trlct•d R•8trlcted
Funds
Fund8
2024
2023
Grant# from govornment8 and othèr co.funder6:
Sglo of book5 - Publi¢alions
Sales ol researchlgenèaloglcal seNlces
75,912
249,923
75,912
249,923
71,485
237,514
325,836
325,835
308,999
INVESTMENTS
Unrè$trlctod Rèstrlcted
Funds
Funds
2024
2023
Inv¢$lm¢nl$
7,262
7,262
3,741
EXPENDITURE
CHARITABLE ACTIVITIES
Dlrect
Costg
Other
Cost8
Support
Cost8
2024
2023
ConfoTence Gosl¥
Cost ol publications
Genealogic81 service8
Guild costs
Herllage acllvllles cos18
Fund raising expense8
Support Costs
Governance Costs (Note 4.21
20,630
53,607
54.030
22,678
20,639
53,598
54,030
22,678
113,838
50,327
16,867
14,241
50
231,880
5,541
50
50
2S1.824
5.200
251.824
5.200
150,845
50
257.024
407.919
432,544
GOVERNANCE COSTS
Dlroct
Cost$
othor
Costs
Support
Costs
2024
2023
Charitable aelivf(ies - govemance
costs
5.200
5.200
5,541
21

continued
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 March 2024
SUPPORT COSTS
Charliable Governance
Activities
Cost5
2024
2023
Surplusesldeficils on disposal of tangibles
Depreciation on property ienovalions
Maintenance of premises
Insurance
Bad debts wrillen off
Subscriptions
Rent, r81&8 & èleclriclly
Loss on foreign èxchang&
Slalionery & offiGg consumable5
Compulerisalion Cgs1$
Postage
Staff costs
Travel & subslsl¢n¢e
Depreclallon of computer eguipmenl
Legal. professional fees & training
Oepreclalion of office 8qulpmenl
Bank & credit card charges
Telephone & fax
290
237
1,321
4,759
434
685
23,793
39
7,095
5.068
191
182,397
3,460
19,045
5,541
740
2,443
2,368
178
1.322
5.026
887
632
25,303
178
1,322
5,026
887
632
25.303
5,670
5,058
222
171.650
2.812
26.962
460
55S
2,886
3,201
5.670
5.068
222
171,650
2,812
2S,962
5,660
655
2,886
3,201
5.200
251,824
5,200
257,024
259,905
NET INCOMING RESOURCES
2024
2023
Net Incomlng Resourc88 are stated aftor chargSngl{¢rèdltlngl:
Depreciation of tangible assets
Isurpluslldeficil on disposal ol langlbla flxed assets
{Surpluslldeflcll on forelgn currencles
Operating lease rentals
Land and buildings
Audilorfs remunerallon..
audit 88rvices
26,695
20.022
290
39
15,000
15,500
5,200
5,541
REVALUATION OF HERITAGE ASSETS
2024
2023
Amoun18 written off fixed a8sel8 Inv¢$lm¢nl$'.
-revaluallon of herila9e assets
15.600
22

continued
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 March 2024
EMPLOYEES ANO REMUNERATION
The staff costs comprise..
2024
2023
Wages and salaries
Social security costs
Pension costs
221,738
21,075
4,687
223.624
21,819
3,971
247,480
249,414
Durlng the year the total staff costs capilalised in respect of capEtal projects In 2023-24 amounted lo £36.766
12023.. 31,4001.
No employee rec8iV8d remuneration of moTe than £60,00012023.' £60,000>. Trus1oe¥ gre not remunerated
or reimbursed for expenses in rglalion lo their servieès lo the Foundation (2023.. £nill. Key management
compengalion for the year lolalled £102,8fj8 {2023.' £1Q1.0601.
No Indemnity In$uran¢o for Trustee's Ilablllly has bèen purchased by the Foundallon12023'. £nlll.
TANGIBLE FIXED ASSETS
Hèrltagè
Computer
Offlco
Proparty
As8èt8 Equlpmont Equlpment R8novallon8
Total
C08t or Valuatlon
Al 1 April 2023
Additions
183,100
171,383
46,716
16,264
5,320
376,067
46,716
Al 31 March 2024
183,100
218,099
16,264
5,320
422,783
Depreclatlon
Al 1 April 2023
Charge for the linanGial year
114,493
25,962
14,044
555
4,610
178
133,147
26,695
Al 31 March 2024
140,455
14,599
4,788
159,842
Net book value
Al 31 March 2024
183,100
77,644
1.865
632
262,941
Al 31 March 2023
183,100
56,890
2.220
710
242,920
INVESTMENTS
Group and
partlclpatlng
undartaklngs
Total
Investments
Falr value
Al 31 March 2024
Net book value
Al 31 March 2024
At 31 March 2023
23

continued
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
fgr the financial year ended 31 March 2024
The Foundation's subsidiary undertakin9 is Ulster Historical Enl8rprises Limited, Incorporated in Northern
Ireland. The Foundation owns 1000/0 of the Ordinary Share Capital of this company.
The Trustees b&lieve that the carrying value ol the investments is supported by their und&rlylng nel assets.
The subsidiary company is currently dormant. The subsidiary has nel assets and rèsèrves al 30 September
2024 of £1 {2023.' £11
10.
STOCKS
2024
2023
Work in progress
Goixls for res818
16.042
32,784
9,489
58,892
48,826
88,381
There18 no material difference bètwèèn tho roplacemonl cost of 8lock8 and Ihelr b8lance sh881 values.
11.
DEBTORS
2024
2023
Trade debtors
Tlxalion and soclal 8ecurSly co818 (Nola 131
Prepaym9nl$ and 8Gcrued Income
34,02S
1,473
16,612
31,917
22,891
52,110
54,808
12.
CREDITORS
Amounts falllng due wlthln one year
2024
2023
Bank loan
Trade creditors
Taxallon and s¢¢i•l security costs INole 131
Other creditors
Accruals Ènd deferred Income
39,461
25,901
10,250
414
34,950
44,909
17,030
9,760
296
60,050
110,976
132,045
13.
TAXATION AND SOCIAL SECURITY
2024
2023
Dabtor8:
VAT
1,473
Crgdltor8'.
VAT
PAYE I NI
4,631
5.129
10,250
10,250
9,760
24

continued
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for th& financi31 year ended 31 March 2024
14.
RESERVES
Revaluatlon
reservg
Funds Deslgnated
Funds
Total
Al the beginning of the year
Delicll for the financial year
other movements
181,164
298,796
122,1621
42
166
480,126
122.162)
1421
Al the end of the year
181,164
276,676
124
457.964
Designated funds représent capllal grants on fixed as8els purchased and r8leas8d to the general lund.
15.
FUNDS
16.1 RECONCILIATION OF MOVEMENT IN FUNDS
Unrg8trl¢tgd Rastrlcted
Funds
Funds
Total
Funds
Al 1 April 2022
Movement durlng the flnan¢lal year
417,992
14,7501
120,58S
153.7011
538,577
158,451)
Al 31 March 2023
Movement during the financlal year
413.236
110,3971
66,890
111,7651
480,126
122,162}
Al 33 MaTch 2024
402,839
65.126
457,964
15.2 ANALYSIS OF MOVEMENTS ON FUNDS
8alanG
l Aprll
2023
Income Expendlturo
Transfers
bgtwegn
funds
Balance
31 March
2024
RestrlGtèd fund•
Holden projec18 {Ulsler Scots
AgenGyl
Holden proj¢¢l$ (Ulster Scots
AgenGyl
Holden., Sweet Cloygh {Ul$l¢r
Scots Agency)
Holden,. Kilwaughler In S
Iulslerscols Agency)
Holden.. Ploughman's Grealh (US
Agency)
Ulsler-scols Encyclopedi8 (Frank
FergusonlUUI
Ulsler-scols Poetry book
{Univer$ity of Ulslerl
John Reynold's blog. IUnlver8lly
of U151erl
Lurgan VVW Projod Icenlenary
Youth}
Community based Fir51 World
War Project Ilreland Fund51
Historic Ulster Public81ion
Ulster Palenl rolls project
Adopt 8 Book
Various donors {Dr Brian Trainor
Memoriol Lecture)
Memorial tree leaf donaliong
Royally donation5
Building Fundlvariou$ small
1,680
1.680
1,594
1,594
3.500
3,500
3.500
3,500
4,000
4,000
10,000
10,000
2,800
2,800
1,200
11,200}
1.392
11.392}
1,467
1,487
1,000
3,525
181
336
1,000
3,525
1181}
336
2,320
6,810
2,800
2,320
6,905
2,800
95
25

continu
Ulster Historical Foundation
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 Mar¢h 2024
donors)
Esme Mitchell Trusl1£20k lolall
Researching Ulster Ancestors
Esme Mitchell Trusl1£20k loiall-
Ulster Churches of the Planlalion
Esme Mitchell Trust (Yr 21
Townland Atlas of Ulster (Mary
Jan& Kuffnèr Hirt)
Website development (various
small donors)
Down and Connor- PJ Corl$h
reprlnl
War Memorial BuSldin9-
Contribution towards Brian Barton
book
Re888rchlng Ulslei Ancestors
I80￿1921 (Mary SGhranzl
E8me Mitchell Fund - Ulster
1912-22
Flnnebrogue launch- 8ruc8
CampbelL
2.035
1,473
582
856
856
7,200
1,307
782
400
16,4181
907
461
1461)
4,544
S35
4,009
2,000
2,000
378
378
3,000
1,636
1.364
1,000
2,263
1,263
66.886
4,095
7,467
18,3891
55.125
Balance
1 Aprll
2023
Incomg Expgndlture
Transfer8
Balance
31 March
2024
Unr98trlctgd fund8
Designated Fund
Revaluation Reserve
UnreslriGled General
166
181,164
231,910
42
124
181,164
221,551
381,662
400,410
8,389
413,240
381,662
1400,452)
8,389
402,839
Total funds
480,126
385,757
407,919
457.964
Restrlcted Income Fund8
Lawrence Holdèn Proj8c15 IUl$l¢r Scots Agency) - grant lowaids the producllon of publicallons and CD
ROMS Iforthcomlngl compiled and edited by Lawrence Holden.
{monles received In 2011-121
Lawrence Holden Projec15 IU151er Scots Agencyl- grant towards the producllon of publlcallong Sweet Clough
CD ROM Iforthcomingl compiled and edited by Lawrence Holden.
Imonlès received in 201 2-131
Lawrence Holden Plojecls (Ulster Scots Agencyl- grant towards the produclion of publications ￿l￿aughter in
Spring CD ROM {forthcoming} compiled and edited by Lawrence Holden.
Imonigs received in 2012-131
Lawrence Holden Projects Iulsler Scots Agenwl- grant towards the produclion of publications The
Ploughman, 5 Grealh publication Iforthcomingl compiled and edlled by Lawrence Holden.
Imonies received in 2012-13}
Ulsler-scols Encyclopaedia (Frank Ferguson and University of Ulslerl - grant towards the producllon of an
Encyclopaedia of Ulsler-scols writers, and associated conference papers, edited by Frank Ferguson.
(monies received in 2012-131
26

continued
Ulster Historical Foundatlon
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 March 2024
University of Ulster
Ferguson.
(monies recelved In 2011-121
grant towards the production of an Ulsler-SGols Poetry collècllon edited by Frank
University of Ulster- grant towards the production of a biography of John Reynolds by Neal Graham.
(monies received in 2011-121
Lurgan First World War Project {Centenary Youth) - grant toward5 the delivery ol a sharèd hlslory project for
young pèopl6 in th& Lurgan area.
(monies rèceSved In 2012-131
Esme Mitchell Trust- grant ltswards Ihe production of historical Ulster publlcalSon
(monies received In 2016-171
Other sponsorghlp
monles rece￿ed from Sndivldual donors towards the Foundation's 'Adopl a Book,
ampaign. lo purchasg additional resources for the membevs library.
{monio$ re¢¢lved across varfou8 years)
Th8 Irèland Funds
World War.
{monie$ rec¢lv$d In 2013-141
grant towards the delivery of a Shared hislory ¢ommunSly-ba8ed project on tho Flrsl
Ul$l¢r-S¢ols Agency grant towards the production of a digili$&d CD ROM ver81on of the Palenl Rolls of
James l.
{monio3 rec¢lvod In 2013-141
Various prlvale donor8
conlrlbulions re¢elved for varlous Indlvldual donors toward8 a fund lo hold a
bl.8nnual Dr Brian Trainor memorial leclurg.
{monlès recelvad 201>19. 2019-20 and 2020-211
Esmtr Mllchèll Tru81 (year 11
contribution toward5 the production of a number of publi8hing proje¢l$
Includlng.. Researchlng Ul8ler Ancestor¥ and Ulster Churches of Ihe P18nl8tion.
{moniès re¢elved 2020-211
E$mè Mitchell Tru81 (year 21- conlribullon toward5 web$ile r&dovelopment and the cr88llon of digital as$$l$.
{moni&$ recelved 2021-221
Variou$ prlvale donors- conlribullons receSved towards the Foundation's webslle reLlev8lopment.
{monlès recelved 2020-21 and 2021-221
Mary Jane Kuffner Hirt- eonlribullon towards the production of a 'Townland Atlas of Ulster, by Andrew Kane.
{moni88 reGgived 2021-22 and 2022-23}
Diocese of Down and Connor
Historical Survey by P.J. CoTlSh.
{monies received 2022-231
conlribullon towards a new edition of The Irish Catholic Experience..
War Memorlal 8ulldit)g - contribution toward¥ the production of 'Thg Mass ObseNalion and North¢m Ireland
during the Second World Warf by Brian Barton.
{monies recelved 2022-231
Mary Schr#nz- conlribullon towards the production of 'Resear¢hing Ulstèr Ancestors. 1800-1914. by Wlliam
Roulslon.
{monies received 2022-231
Various private donors- Gonlribulitrns towards emigration memorial tree.
{monies received 201￿0, 2020-21 and 2021-221
Royalties donated by William Roulslon and Patricia O'callaghan lo use towards other publication projects.
{donaled In 2019-20 10 2022-23 and 2023-241
Various private donors including Cliff Radcliffe- contribution towards the Foundation's bulldlng fund.
{monies received 2018-19, 2020-21 and 2021-221
27

continued
Ulster Historical Foundatlon
NOTES TO THE FINANCIAL STATEMENTS
for the financial year ended 31 March 2024
Bruce Campbell- donation towards the launch party for The Maxwe119 of Finnebrogue.
{monres received 2023-24}
Esme Mitchell Trust
conflict..
(monies received 2023-241
conlflbullon towards the publication of 'Ulsler 1912-22.. Change. conlrovetsy and
16.3 ANALYSIS OF NET ASSETS BY FUND
Flxed
assets
charlty usg
Flnanclal
flxgd
assets
Current
assets
Current
Total
Unreslricled general funds
262,941
305,998
{110,9761
457,964
262,941
305,998
1110,9761
457,964
16.
OPERATING LEASE COMMITMENTS
Al 31 Mar¢h the charity had annual commitments under non.¢anGgllable leases expirlng as follows..
2024
2023
other- Wlhln one year
Other- Within two lo fivo year8
Bulldlngs- Wlhln ong year
8uildlng$ Within Iwo lo five years
1,812
403
15,000
15,000
1,612
2,015
15,000
30,000
32,015
65,239
17.
POST-BALANCE SHEET EVENTS
Thern have bèen no slgnifiGanl events affecting the Ch8rSty slnce thè flnanclal year-end.
28