Charity Accounts Intelreading the accounts so you don’t have to

THE LEICESTERSHIRE AND RUTLAND FAMILY HISTORY SOCIETY

Registered charity 518870 · accounts filings on the Charity Commission register · also known as LEICESTERSHIRE FAMILY HISTORY SOCIETY

Providing help and support for people wanting to discover their ancestors and to provide a resource centre for that purpose.

Causes: Education/training · Environment/conservation/heritage · website · Get email alerts

Latest income
£28k
Latest spending
£29k
Registered
1987
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity made a small deficit of £890 in the year ended 31 December 2024, largely due to 50th anniversary costs met from reserves. The trustees report that membership numbers have stabilised and that current reserves are sufficient to pay creditors in full for at least 12 months. However, the charity is in dispute with its landlord regarding service charges totaling £13,270, which are currently recorded as liabilities.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: between 12 and 18 months of outgoings (held: £50k)
“The Society’s policy on reserves is to maintain these at a level equal to between 12 and 18 months of outgoings for the following potential purposes” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Trustees were reimbursed for out-of-pocket expenses including postage, stationery, memory sticks, Zoom meetings, and 50th Anniversary costs. One trustee was also paid parking and transport expenses.
“Out of pocket expenses of £1,814 (2023 £1,069), 3 trustees were refunded for postage, stationery, memory sticks, Zoom meetings and 50 th Anniversary costs paid on behalf of the charity. In addition, one trustee was paid parking and transport expenses totalling £52 in the year. There are no other related party transactions and no other remuneration was paid to the trustees.” — page 10
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Leicestershire · Rutland

Income and spending

Financial year endIncomeSpending
31/12/2024£28k£29k
31/12/2023£26k£25k
31/12/2022£23k£27k
31/12/2021£24k£26k
31/12/2020£25k£25k

Common questions

Is THE LEICESTERSHIRE AND RUTLAND FAMILY HISTORY SOCIETY financially healthy?

Per its FY2024 accounts: The accounts state that the charity made a small deficit of £890 in the year ended 31 December 2024, largely due to 50th anniversary costs met from reserves. The trustees report that membership numbers have stabilised and that current reserves are sufficient to pay creditors in full for at least 12 months. However, the charity is in dispute with its landlord regarding service charges totaling £13,270, which are currently recorded as liabilities. Its FY2024 accounts were independently examined.