SUFFOLK FAMILY HISTORY SOCIErY
(a Company Lknlted by Guarantee)
CONSOLIDATED
BALANCE SHEET & UNAUDITED FINANCIAL STATEMENT
OF FINANCIAL ACTMTIES FOR
THE YEAR ENDED 31st MARCH 2024
Reglstered Company Number: 4191740
Reglstered Charity Number. 1087748
Page I

Suffolk Famity History Socièty
(a Company Limited by Guarantee)
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 March 2024
OBJECTIVES AND ACTIVITIES
Founded at Low6stoft Mi 1975 by keen amateur genealogists, the principal actrvity of thé company Is that of
a famity history scKiety'. to encourage the study of famity history, geneakjgy. heraldry and local history,
with particular reference to Suffolk, and to promote the preservation. securty and accessibility of archive
material. The Society is a registered charitable company, run by its elected Trustees and Elected Officers
with the support of Honorary Members and other volunteers and is a member of the FederatKJn of Famity
History Societies. SFHS PublcatKJns Limited, the whoty-owned sub-company of the Society. acts as the
sole trading agent for the sale of transcriptions of Suffolk parish registers in the form of indexes on CD
ROM or as downknadable datasets. All profts of the trad￿g company are gtfted to the soc￿.
RESERVES
The policy of the Society Is to maintain two year's running costs in reserv8.
PUBLIC BENEFIT
In pursuance of its Charitable ￿ms. as set out in its Memorandum of Association, Suffolk Family Hislixy
Society and its sub-Groups hold regular meetings wilh guest speakers and provide assistance and
guidance to help and educate m8mb&rs of the publi¢ In all aspects of Family History research.
The Society's volunteer member transcribers produce transcripts of Parish R8gist8rs and re¢ord
Monumental Inscriptions for the use of the public and all interested parties. In addition, the Society also
publlshes a quarterly magazine, which dèals with var￿uS aspects of famty history at home and abroad, as
well as providing opwrtunities for members to share their own famity research. This magazine. as weN as
bemig distributed to an Society members. is also available at the bcal branches of Suffolk Archives and at
number of ￿braries worhjwide.
The Sociéty also makntains a Iil)rary at SLrffolk Archives in Ipswich. available at no charge to all visitors and
contains books and publicalions surrounding the subject of family history. Thts library also holds the
numerous famity histories that membérs have contrlbuted.
Members of the Society hold, often in conjunction with local history groups, help deskl clinics in local
libraries etc. At fairs that the Society attends the volunteer fairs staff are able lo give advice to thé visiting
publrc on all areas of family and bcal research in relation to the county of Suffolk.
The Trustees during the year were:
C. A. Akjerson
K. J. Finch
S. Flockton
D. A Horton
J. A. Horton
J. K. Johnson (appoHited in the year)
L. Kerridge
J. Licence
K Pulford (appointed in the year)
B. Thompson
(to September 2023)
Suffolk Famity History Society
(a Company Limited by Guarantee)
Page 2

.' surn ¢f£1 *) tho thTent of** Ctyroany up by roason of
ON BWLFOF THEBOARD

Suffolk Family History Society
(a Company Llmited by Guarantee)
SUFFOLK FAMILY HISTORY SOCIEfY CONSOLIDATED
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2024
3110312024
3110312023
Notes
Income
Member Subscriptions and Donations
Jblications ￿COme
Bank interest received
Revaluation of assets
17,828.53
37,234.27
3.105.50
60,647.00
1,772.00
2,000.00
TOTAL INCOME
58.168.30
64,419.00
Expenditure
Direct charttable expenditure
Management & Administration
Accrued 8xpendtture
Depreciation of assets
TOTAL EXPENDITURE
35.794.72
4.741.73
771.00
1.924.25
43 231.70
25,631.00
14,770.00
40,401.IXI
SURPLUS FOR THE YEAR
14,936.60
24 018.00
Balance brought forward at 1 April 2023
161,910.00
137,892.￿)
TOTAL FOR THE FINANCIAL YEAR
176,846.60
161910.00
Page 4

Suffok Family History Society
(a Company Limited by Guarant88)
CONSOLIDATED BALANCE SHEET AS AT 31 MARCH 2024
3110312024
3110312023
Notes
Fixed Assets
Tangiblé Fixed Assets
4,929.75
6.134.00
Current Assets
Debtors
Investment of COIF untts
CD Stock
Cash at banks and in hand
2,919.57
20.000.00
1,250.00
148,517.28
2,573.00
20,000.(M)
1,250.(M)
145,234.00
172,686.85
177,616.60
169,057.00
175,191.00
TOTAL ASSErs
Llabllltles
Amounts falling due within one year
TOTAL LIA81LITIES
771.00
771.00
13,280.00
13.280.00
Net Current Assets
171915.85
155.776.00
TOTAL NEf ASSErs
Funds (Reserves)
Unrestricted
176,846.60
161,910.00
176.846.60
161.910.00
MEMBERS, FUNDS
176 846.60
161,910.00
Page 5

IA
6*lr, (a Cw Lbr41¢d by Gwart•o) i'jl
.For il* ye8reThJgY 31 Mwch 2024 th8 w89 enl￿e￿ lo fri*n iind8r saclkn.477(2)
I.pr9￿ty 8 irue ard t* VMV (rf 8tste èffa*s £s al tr* erKI ol
'II" c.￿￿81
•'

Suffolk Family History Soci8ty
(a Company Limf(ed by Guarantèe)
Suffolk Family History Society CONSOLIDATED accounts
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024
Accounting Policios
The financial accounts have been prepared under the historic cost convention and in
accordance with the Financial Reporling Standard for Small Entities.
Depreciation is provKled at the following annual rates to wrtte off each asset over lis
estimated useful lrfe.
Library & Microfiche etc
Equipment
25Q/o on straight line method
25°k on straight line method
Year ended
31.03.24
Year ended
31.03.23
Income
Memberships & Donations
Publications income
Bank interest & investment income
Revaluation of Assets
Total Income
17,828.53
37,234.27
3,105.50
24.461.00
36.187.00
1.771.00
2,000.00
64,419.00
58,168.30
Direct charltable expenditure
Suffolk Roots - Makeup and printing
Suffolk Roots - Postage
Suffolk Roots Test runs
So￿are
Events & Speakers
Markètlng Communlcatlons
Groups Grants
Mèmbership fees
Maintenance of equipment
Printing, postage & stationery
Cost of Sales (Publications)
Transaction charges
Stores Rent
Insurancg (Publications)
14,402.59
5,645.01
168.20
129.96
2,769.46
30.00
1,417.86
25.00
651.00
509.02
5.967.41
1.351.57
2.254.25
473.39
35,794.72
19.349.00
2,219.00
859.00
25.00
675.00
605.00
1,023.00
24.755.00
Page 7

SLrffolk Family History Soclety
(a Company Limited by Guarantee)
Management and admlnistration of charlty
statlonery, Postage & Printing
Trav811ing and subsistence
Internet and phone
Rent
Bank Charges
Insurance {Society)
Prof8ssional Charges
Training
Sundrle5
127.96
2,339.45
211.36
748.00
6,684.00
1,661.00
3,732.00
1,460.00
709.20
742.77
366.00
190.00
54.99
4 741.73
35.00
450.00
14,770.00
Tangible Fixed Assets
Library and
Equipment
Microfiche
P&M
Computer
Equipment
Total
Cost at 1 April 2023
Additlons
Disposal
at 31 March 2024
13,437.00
40.658.00
3,806.06
199.00
54,095.00
199.00
13,437.00
40 658.00
4.005.06
54,294.00
Accumulated depreciation
at 1 April 2023
Provlded during period
Disposal
at 31 March 2024
10,515.00
600.25
37,446.00
803.00
3,285.06
521.00
47,961.00
1,924.25
11,115.25
38 249.00
3,806.06
49,885.25
Net book values
at 31 March 2024
2 321.75
2,409.00
199.00
4 929.75
at 1 April 2023
2 922.00
3 212.00
521.00
6 134.00
Debtors
Year ended
31.03.24
Year ended
31.03.23
Other debtors
2,919.57
2 919.57
2,573.00
Page 8

Suffolk Faml History Society
(a Company
4nrted by Guarantee)
Year ended
31.03.24
Year endéd
31.03.23
Cash at bank and In hand
Al U.K. banks
Cash in hand
Total
148.864.62
43.45
148.908.07
144,834.00
400.00
145.234.00
Creditors: amounts falling due within one year
Subscriptions paKJ in advance
Trade Creditors
2,896.00
10.384.00
13.280.00
771.00
771.00
Funds
Provision for future Fundiig
Provision for groups.
L ￿e Members
Revaluation Reserve
General Reserve
40,000.00
9.436.86
10.080.00
40,000.00
8,388.00
9.(MJO.00
2,c￿0.00
102,521.00
161,909.00
117.329.74
176,846.60
10
Guarantee Company
In accordance with the M8morandum and Articles ofAssociation, all member5 are ￿able
for a maximum sum of £1.00 in the ev8nt of the Company being wound up by reason of
ins0￿6ncy.
11
Commltments
The Society plans to continue Its policy of releasing transcriptions on CD I downloads
and will support the associated costs and volunteer expenses.
"fftcludes Haverhiu's main and projèct group flgures
Page 9

Independent examiner's report to the trustses of Suffolk Family History
Society
I report to the charity trustees on my examination of the accounts of Suffolk Family
History Society for the year ended 31 March 2024.
Responsibilities and basis of report
As the charity's trustees, you are responsible for the preparation of the accounts in
accordance with the requirements of the Charities Act 2011 ("the Act"). I report in
respect of my examination of the charity's accounts carried out under section 145 of
the 2011 Act and in carrying out my examination, I have followed all the applicable
Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's ststement
I have completed my examination. I confirm that no material matters have come to
my attention in connection with the examination which gives me cause to believe that
in, any material respect..
the accounting records were not kept in accordance with section 130 of the
Charities Act; or
the accounts did not accord with the accounting records., or
the accounts did not comply with the applicable requirements concerning the
form and content of accounts set out in the Charities (Accounts and Reports)
Regulations 2008 other than any requirement that the accounts give a 'true
and fair, view which is not a matter considered as part of an independent
examination.
I have no concerns and have come across no other matters in connection with the
examination to which attention should be drawn in this report in order to enable a
proper understanding of the accounts to be reached.
Tom Wilcox
Counterculture Partnership LLP
Unit 115 Ducie House
Ducie Street
Manchester
M12JW
26 July 2024