THE SOCIETY OF JEWELLERY HISTORIANS
Registered Charity Number: 1151393 Company Limited by Guarantee: 7032947
THE SOCIETY OF JEWELLERY HISTORIANS (incorporated)
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 SEPTEMBER 2025
Address: Scientific Research The British Museum London WC1B 3DG
Contents of the Financial Statements For the Year Ended 30 September 2025
Trustees Annual Report Council Members’ Responsibilities Income & Expenditure Account Balance Sheet
Page 1 of 5
THE SOCIETY OF JEWELLERY HISTORIANS
Trustees Annual Report
This year saw the first of what it is hoped will be a regular annual joint meeting with the Silver Society held at the Society of Antiquaries and streamed live. The event proved very popular and was well attended by members of both Societies. A very successful day-long symposium themed around beads in all their manifestations was held in June with speakers and delegates from many countries. In addition to the regular lectures at the Society of Antiquaries, which are now streamed live, the Society arranged visits for members to the Miniatures Exhibition at Compton Verney and early morning views of the Mughal Exhibition at the V&A and the very successful Brooches Exhibition at Wartski’s.
During the year, after many successful years editing Jewellery History Today(JHT), Kirstin Kennedy and Jane Perry handed over to a new editorial team headed by Ella Mackenzie.The continued popularity of JHT with members is attributable to the hard work of the team led by Kirstin.
It is the opinion of the Trustees that the Society has more than sufficient reserves to remain a going concern for the foreseeable future, and for well in excess of the next twelve months.
Page 2 of 5
THE SOCIETY OF JEWELLERY HISTORIANS
Statement of Council Members’ Responsibilities
The Council members are required under the Charities Act 1993 to prepare financial statements for each financial year which give a true and fair view of the Society’s financial activities during the year and of its financial position at the end of that year. In preparing financial statements, the Council should:
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select suitable accounting policies and apply them consistently;
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make judgements and estimates that are reasonable and prudent;
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state whether applicable accounting standards and statements of recommended practice have been followed, subject to any departures and explained in the financial statements;
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prepare the financial statements on a going concern basis unless it is inappropriate to presume that the Society will continue in operation.
The Council members are responsible for keeping proper accounting records which disclose with reasonable accuracy the financial position of the society and which enable them to ascertain the financial position of the society and which enable them to ensure that the financial statements comply with applicable law and regulations. They are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.
Approved by the Council on 27[th] January 2026 and signed on its behalf
Hon Treasurer
Page 3 of 5
THE SOCIETY OF JEWELLERY HISTORIANS
INCOME AND EXPENDITURE ACCOUNT
at 30 SEPTEMBER 2025 at 30 SEPTEMBER 2024
| £ INCOME Subscriptions 32,188 Gift Aid 1,543 Symposia & Private Views 4,948 Publications 150 Advertising 700 Bank Interest 4,987 Donations 495 EXPENDITURE Hire of Halls 6,171 Symposia & Private Views 2,799 Lectures, Meetings & Sundry 1,811 Newsletter Publication (Jewellery History Today) 4,505 Newsletter Distribution (Jewellery History Today) 8,118 Jewellery Studies 1,896 Secretarial Fees 1,910 Printing, Postage & Stationery 36 Website/brochure redesign 252 Bank Charges 931 Miscellaneous items 1,298 Unrealised gain/loss on investments -1,434 EXCESS/(DEFICIT) OF INCOME OVER EXPENDITURE |
£ £ £ 30,899 1,301 20 165 950 5,497 53 45,011 38,885 7,415 1,059 2,431 4,930 7,818 2,353 3,373 39 1,171 925 0 29,726 31,513 10,475 13,851 17,846 |
£ £ £ 30,899 1,301 20 165 950 5,497 53 45,011 38,885 7,415 1,059 2,431 4,930 7,818 2,353 3,373 39 1,171 925 0 29,726 31,513 10,475 13,851 17,846 |
38,885 |
|
|---|---|---|---|---|
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THE SOCIETY OF JEWELLERY HISTORIANS
BALANCE SHEET
| at 30 SEPTEMBER 2025 | at 30 SEPTEMBER 2025 | at 30 SEPTEMBER 2025 | at 30 SEPTEMBER 2025 | at 30 SEPTEMBER 2025at 30 SEPTEMBER 2024 | at 30 SEPTEMBER 2025at 30 SEPTEMBER 2024 | at 30 SEPTEMBER 2025at 30 SEPTEMBER 2024 |
|---|---|---|---|---|---|---|
| £ | £ | £ | £ | £ | ||
| FIXED ASSETS | ||||||
| Investments | ||||||
| COIF Investment Account | 92,417 | 92,417 | 93,852 | |||
| 92,417 | 93,852 | |||||
| CURRENT ASSETS | ||||||
| Bank and cash | ||||||
| COIF Deposit Account | 115,715 | 115,715 | 110,727 | |||
| HSBC Current Account | 36,917 | 36,917 | 29,767 | |||
| PayPal Account | 1,077 | 1,077 | 1,077 | 1,233 | ||
| 153,709 | 141,727 | |||||
| CURRENT LIABILITIES | ||||||
| Net liabilities | 1,594 | 1,594 | -1709 | |||
| NET CURRENT ASSETS | 155,303 | 140,018 | ||||
| TOTAL ASSETS (less current liabilities) | TOTAL ASSETS (less current liabilities) | TOTAL ASSETS (less current liabilities) | 247,720 | 233,869 | ||
| Financed by: | ||||||
| CAPITAL ACCOUNT | ||||||
| General funds brought forward | 233,869 | 233,869 | 216,023 | |||
| Surplus/ (Deficit) for the year | 13,851 | 13,851 17,846 |
17,846 | |||
| General funds carried forward | 247,720 | 233,869 |
Approved by the Council on 27th January 2026 and signed on its behalf
Hon Treasurer
Page 5 of 5
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of The Society of Jewellery Historians
On accounts for the year ended[30][th][ September 2025] Charity no 1151393
Set out on pages 1 – 5
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 September 2025.
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”).
Responsibilities and basis of report
I report in respect of my examination of the Trust’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.
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Independent examiner's statement[I have completed my examination. I confirm that no material matters have ] come to my attention in connection with the which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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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.
Signed: P A Sadler Date: 27 January 2026
Name: Philip Sadler
Relevant professional qualification(s) FCCA, ACIE or body:
Address: Ledgeland, St Margaret’s Road, St Margaret’s Bay, Kent