## **APPENDIX 1** 

|OSC**r**|Period start date<br>Period end date|
|---|---|
||Day<br>Month<br>Year<br>Day<br>Month<br>Year|
||<br> <br>From<br>01<br>Jan<br>2025<br>To<br>31<br>Dec<br>2025|



Office of the Scottish **Charity Regulator** 

## **Reference and administration details** 

**Charity name** The Family History Society of Buchan **Other names charity is known** FHSB **by Registered charity number SC039533** 77 Broad Street Peterhead Aberdeenshire **Postcode AB42 1JL** 


**----- Start of picture text -----**<br>
Name of person<br>Dates acted if<br>Trustee name  Office (if any)  (or body) entitled to<br>not for whole year<br>appoint trustee (if any)<br>1  Sheila Allan  Chairperson<br>2  Anne Allan  Treasurer<br>3  Sheila Sorrell  Membership Secretary<br>4  Sandy Allan  Editor<br>5  Hazel Buscu  Advertising<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


**1** 



**APPENDIX 1** 

## **Reference and administration details** 

## **Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)** 


**----- Start of picture text -----**<br>
Name  Dates acted if not for whole year<br>Robert Smith  1 [st]  January to 3 [rd]  August 2025<br>Structure, governance and management<br>Type of governing document<br>The Family History Society  the<br>AGM on 20 [th]  May 2023.<br>Trustee recruitment and appointment<br>The Trustees are appointed by the membership for a period of either three<br>years or annually depending on the office held, usually at the AGM.<br>The Committee has the power to co-opt additional members during the<br>year without recourse to the membership.<br>Objectives and activities<br>Charitable purposes<br>The purpose of the Society is to advance education through promoting<br>and encouraging the study of Genealogy, Family History and Local History<br>in the Buchan area by meetings, lectures and the production of local<br>publications/resources.<br>Summary of the main activities<br>in relation to these objects  Currently, due to a shortage of volunteers, the Family History Centre is<br>open for only one day per week.  However, we are able to open on any<br>other day where a prior arrangement has been made (i.e. to<br>accommodate visitors to the area).<br>Our aims are:<br>To advise and assist people in starting or continuing genealogical studies.<br>To procure and make available reference materials including access to<br>the internet and genealogy subscription sites..<br>**----- End of picture text -----**<br>




**2** 

## **APPENDIX 1** 

## **Achievements and performance** 

|**Summary of the main achievements of**<br>**the charity during the financial period**|Owing to the shortage of volunteers to man the Centre we have not been<br>able to open for more than one day per week. This has restricted our<br>achievements and performance for the year. However, the number of<br>visitors into the Centre has continued to increase during 2025.<br>We held a three-day Photographic Exhibition during Peterhead Scottish<br>Week 2025, centred on old school photographs, which was well attended.<br>Unfortunately weather conditions meant we were forced to cancel our<br>annual Graveyard Walk, which comprises a conducted tour of a local<br>cemetery where we point out the memorial inscriptions on several graves<br>of local historical interest with a brief account of the persons buried<br>therein.<br>For the first time since Covid, we were able to restart our open meetings,<br>which feature a talk on an aspect of genealogy or local heritage.  At this<br>first meeting we hosted a presentation about the work of the<br>Commonwealth War Graves Commission and its educational charity, the<br>Commonwealth War Graves Foundation.<br>The Society also took part in the Scottish Council on Archives project,<br>Community Stories, Community Archives, attending a day long workshop<br>in Perth, and working on our own archives with a community archivist.|
|---|---|



## **Financial review** 

|**on reserves**<br>**Details of any deficit**<br>**Donated facilities and services (if any)**|No reserves at the moment|
|---|---|
||No deficit|
||The sole use of the premises which we are occupying has been donated<br>to the Society by Mr & Mrs Stephen. They are permitting us to occupy the<br>property free of charge. This offer does not include service charges which<br>we need to cover ourselves.<br>We are still being granted 100% discounted Business Rates.  We are also<br>exempt from paying water rates to Business Stream.|





APPENDIX 1
Other optional information
In 2025, the Society has been active in gathering further sources of information to add to our collecb'on. This
nfomiatKJn further facilitates our members and patrons with their research. The skills gained though the Scottish
Council on Archives project are helping lo ensure our collection is indexed and archived properfy.
Declaration
The tru8te88 declare that they have approv•d the trust¢eg' roport al)ove.
Signed on behalf of the charlty's tn48tsos
Signaturel81
Full namo18)
Sheila Elizabeth Ailan
Sheila Mary Sorrell
Position le.g. Chalrl
Chairperson
Membership Secretary
Dats 9th July 2026
9" July 2026

Page 5 

**THE FAMILY HISTORY SOCIETY OF BUCHAN STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING RECEIPTS AND PAYMENTS ACCOUNT) FOR PERIOD 1 JANUARY TO 31 DECEMBER 2025** 

**SC039533** 

|**RECEIPTS**<br>_Notes_<br>Grants<br>Membership<br>Donations<br>Fundraising<br>Receipts from Charitable Activities<br>Total Incoming Resources<br>**PAYMENTS**<br>Donations<br>Resources Expended for Charitable Activities<br>Governance Costs - Independent Examination<br>Total Resources Expended<br>Net Incoming / (Outgoing) resources for Year<br>Total Funds at 1 January 2025<br>Total Funds at 31 December 2025|**Restricted Unrestricted**<br>**Funds**<br>**Funds**<br>**£**<br>**£**<br>**-**<br>**-**<br>**-**<br>**1,720**<br>**-**<br>**152**<br>**-**<br>**219**<br>**-**<br>**733**<br>**-**<br>**2,825**<br>**-**<br>**-**<br>**-**<br>**2,860**<br>**-**<br>**72**<br>**-**<br>**2,932**<br>**-**<br>**(107)**<br>**-**<br>**2,195**<br>**-**<br>**2,088**|**Total**<br>**Funds**<br>**2025**<br>**£**<br>**-**<br>**1,720**<br>**152**<br>**219**<br>**733**<br>**2,825**<br>**-**<br>**2,860**<br>**72**<br>**2,932**<br>**(107)**<br>**2,195**<br>**2,088**|Total<br>Funds<br>2024<br>£<br>-<br>2,061<br>1,277<br>117<br>534<br>3,989<br>-<br>3,290<br>72<br>3,362<br>627<br>1,568<br>2,195|
|---|---|---|---|



The statement of financial activities includes all gains and losses in the year. The above receipts and payments are split between restricted and unrestricted funds. 

5 



Pag• 6
ThE FAMILY HISTORY 8OCIEfY OF BUCHAN
ATEMENT
F BALANCE
AY
DÉCEMBER
039633
Total
Total
R0#trfrt￿ Unr¥trlet•d Fund• Fur￿4
Funds
Funds
2025
2024
Cash and Bank B¥lanGe¥ 811 January 2025
surplu￿[derlGrt) for the yeaf
2.190
1195
11071 11071
627
Cash and Bank Bal•nG•s at 31 DeG•mbar 2026
2,088
2,088 2,106
8818nc8 At 88nk
2058. 15
QOK15
Thè ffinanrAal 8taltsnents were approved by thts Board ofTNstees on 27 May 202G
and were jwned on ris behall by.. Santy Allon
Trusbè

**THE FAMILY HISTORY SOCIETY OF BUCHAN NOTES TO THE ACCOUNTS FOR PERIOD TO 31 DECEMBER 2025** 

**SC039533** 

## **Nature & Purpose of Funds** 

Funds are raised through membership and production and sales of publications.  These funds are unrestricted. 

## **Trustee Remuneration & Expenses** 

No remuneration was paid during the period to any charity trustee or person connected to a trustee in this period. 

Direct reimbursement of purchases on behalf of the organisation were paid to 2 trustees on submission of receipts.  These payments amounted to £36.26. 

|**_Receipts_**|**£**|
|---|---|
|ANEFHS|79.95|
|Sales|318.00|
|Membership|1,719.70|
|Crowdfunder|219.38|
|Donations|152.49|
|Research|159.50|
|Other|175.66|
||**_2,824.68_**|
|**_Payments_**||
|Centre -  Running Costs|1,800.33|
|Website|640.00|
|Stock Purchases|283.14|
|Meeting costs|50.00|
|Postage|11.30|
|Bank/Paypal Fees|49.80|
|Independent Examination of Accounts|72.00|
|Other|24.96|
||**_2,931.53_**|



7 



**The Family History Society of Buchan Registered Charity Number:  SC039533** 

I report on the accounts of the charity for the year ended 31 December 2025 which are set out on pages 5 to 7. 

## **Respective responsibilities of trustees and examiner** 

terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the 2006 Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention. 


My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts. 


- In the course of my examination, no matter has come to my attention 

   1. which gives me reasonable cause to believe that in any material respect the requirements: 

      - to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations 

have not been met, or 

2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 

**Signed:** Jacquie Milne 

**Name:** Jacquie Milne 

**Designation:** Finance & Administration Manager, Aberdeenshire Voluntary Action **Address:** AVA, PO Box 18706, Peterhead  AB42 9BA **Date:** 10 July 2026 

