## **Essex Society for Family History Annual General Meeting 15 October 2022 Trustees’ Report 2021-2022** 

Throughout the year we have had a presence at the Really Useful Show and Rootstech both online and we are grateful for all the volunteers who helped us answer queries over total of 73 hours at the two events. In the preparation for these shows we are grateful for the expertise of Trevor Rix in preparing the booth information. 

We were given some stats by Rootstech after the show; there were 616 visitors to the booth; 865 pages of information were viewed and the people who visited or read the information came from 15 countries so we are gaining some good publicity and also new members. 

We have attended several virtual coffee mornings organised by Family History Federation and picked up hints and tips plus discussing the running of hybrid meetings plus attended events at local libraries where we could discuss family history with visitors to our stand, and several of them joined the Society. Also, we had a presence on a couple of Radio stations in Essex where we were able to inform listeners about our Open Day and the library events. 

During 2021-2022, a year which covered the end of Covid and the time we were coming out of the restrictions imposed, we held 39 zoom meetings of which seven were hybrid meetings. There were 3619 zoom attendees with 66 people attending in person at seven meetings at venues. This works out as an average of 93 attendees per zoom and nine attendees in person at venues. In addition to these talks there were several workshops where we hope the members have improved their knowledge about DNA, software packages and resources etc. 

The talks organised by the planning group have been incorporated into the programme with many of the suggestions in the survey we ran last year being added.  More will be added to the schedule for 2023 and they are always looking for other ideas for talks so if you have any, please contact the Society Programme Co-ordinator via our website. 

With regards to projects, we have many members transcribing parish registers at home, in the research centre and at the Colchester branch meetings.  This has increased the data in our genealogical database, which is available through our website to members, or to all, by purchase as digital downloads. The monumental inscriptions team are looking to complete several churchyards. 

A member researching their own family history noticed that a church register was not listed in the Essex Record Office.  She approached the church and informed the Society and we were able to borrow the register and then we paid the ERO to make a digital copy for the benefit of our members and other researchers using the ERO. 



## **Essex Society for Family History Annual General Meeting 15 October 2022 Trustees’ Report 2021-2022** 

The Society is also reviewing its data from previous projects with a view to converting them to a modern computer format so that they can be incorporated into the databases on the web site. The complete set of Poor Law indexes which were originally published on microfiche, c1995 and later, in 2004, on compact disc, have now been uploaded to the website. 

This year Paul Stirland our webmaster has, with help from John Lodge our website hosting manager, made improvements to the website and this has resulted in additional data being added to help members in their research 

In keeping with our constitution, we have continued to make a donation to the Victoria County Histories project and our Student Award winner Julie Miller was presented with her Certificate at a meeting this year and she gave us a talk about her project relating to Quaker families from Essex who emigrated to America. 

To ensure the smooth running of the Society we continue to review and, to amend where necessary, all processes, policies and codes of practice and these are accessible on our website and include contingency plans for roles within the Society. 

During the year we sadly lost several of our members. Eric Probert, one of our Vice Presidents, who, during his membership of the Society, had twice been Chairman; a Programme Secretary; a volunteer at our research centre; a reviewer of Books for the Historian and helping organise Essex Family History Conferences. 

Jack Baxter was one of the first members of the Society.  Jack had edited books listing Essex Marriages 1754-1851 and Burials 1813 – 1865 and he was responsible for researching settlement material for the Rochford Hundred. 

Dave Wells, a one-time editor of The Essex Family Historian, who in 2002 was awarded the Elizabeth Simpson Award for Family History Journal, an issue he had put together and which was considered the finest in a worldwide competition. 

During the year Fred Feather retired as Vice President, after many years as Chairman, Editor and speaker and Helen Matten is standing down as a member of the executive committee and we thank them both for their contributions to the Society. 

The Trustees thank everyone who helps the Society in the running of meetings, act as volunteers in the research room, carry out specific duties and participate at meetings as without you there would be no Society. 



## **Essex Society for Family History Annual General Meeting 15 October 2022 Trustees’ Report 2021-2022** 

Finally we welcome to the Society our new Patron, the Rt Revd Dr Guli Francis-Dehqani who, when informed that as a Society we have gradually been transcribing the parish registers in Essex along with recording Monumental Inscriptions in order to make the information available to family historians and ensure the information is not lost due to erosion of the inscriptions on memorial stones, especially the oldest stones, observed that the Society is obviously doing valuable work to ensure that such information is not lost. 

## Elizabeth Cox - Chair 

On behalf of the Trustees   15/10/2022 



ESSEX SOCIETY FOR
FAMIL Y IIISTORI,
FINANCIAL STATEMEYTS
FOR THE YEAR EYDED
31 MARCH 2022
Chari
No: 2￿552
P KIThLE FFA FIPA FFfA
Financial Accountant

Pa%e I
ESSEX SOCIETY FOR FAMILY HISTORY
TRUSTEES
Elizabeth Cox- Chair
Meryl Rawlings - Sec￿tary
Tanya Scwell- Tre&sllrer appointed 16.10.2021
Rona]d Knights
Paul Stirland
John Young
Heather Featkr
Pauline Adlern
Raymond Poole- resigned 16.10.2021
Colleen Devenish
Janice Sharpe
Eric Jude
Andrea Hewitt
David Co0￿r- resigned 16.10.2021
Helen Matten
Mary Ann Rix
Trevor William Rix
David Malcolm Eniffer- resigned 16.10.2021
Anoela su.san Hillier- ￿signed 16.10.2021
Barbar& Harpin- apwTrinted 16.10.2021
PRINCIPAL OFFICE
ESFH Research Ccntre
CIO Essex Record Office
Wharf Road
Chelmsford
CM2 6YT
CHARTfY REGISTIL4TIOIY
290552
INDEPENDENf EXAMINER
P Kittle FIA FIPA FFfA
Financial AccounLini
37 Frdser Close
Chelmsford
Essex CM2
CONTENfS
Pages 2-3
Trnstees ReE
Independent Examiners Report
Statenrnt of Financial Activities
Balan(E Sheet
7-13
Notes to the accounts

Page 2
ESSEX socIErY FOR FAMtLY HISTORY
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2022
The tn]siec5 present iheir report along with the financial statement5 of the charity foi the period ended
31 March 2022. The financial statements have been prepared in accordance with the accouncing
policie.s sei out OTb page 7 and comply with the chariiy's tsust deed and applicable law.
Constitution and objeets
Essex S(Kiety for Family History is constituted under a trnst deed dated 6th 0￿0￿r 1994. revised in
minor re$￿cts on 201Y99. 2019103 and 2719108.
The charity's objects are io promotc and encourdge the public Siudy of British Famtly History,
genea]ogy. her￿dry and locaI history wilh particul￿ reference to Essex and to promote the
preservation, security and accessibility of archival rnaterial.
Organisation
The trnstees who have served during the ￿ri(￿l are set out on page l. The trustees are elected from
fully paid up members of thc society. Members of the commitiee arc subject lo election or re£lection
ai the Annual General Meeiing for one year. The chaimian shall be in office for not more than five
consecutive years and must have a break of one year ￿fOre seeking re-election.
Related Parties
The charity has a close relationship with The Federdtion of Family Hisiory Swieties {FFHSI. Dctai15
of the financial and other support provided by the Fssex s<￿1￿Y for Family History is detailed in
note 6.
Reserves Policy
The charity's policy is to maintatn sufficient reserves to cover ils OEtratiOT]aI costs for at least the
following 3 months. At the year end. the chatily had sutficient reserves to comply with this policy.
The level of reserves is kept under close scrutiny by the trus￿eS.
Risk Management
The Inisiec5 have examined the major operational, strdtegic 2nd business risks which the charity faces
and confirm that appropriate systems are in place to mitigatr the effects of these risks.
Public Benefit
The Trusiees have complied with ihe dury in Section 17 of ihe Charities Ac(2011 to have due regard
to public benefit guidance publishcd by the Chatities CoTnTnission. They have refer￿ to the
guidance in the Charity Commission's general guidance on Fbblic Benefii when reviewing the Trnst's
aims and objectives and in planning fuliire activities as demonstrated above.

Page 3
ESSEX SOCIETY FOR FAMILY HISTORY
REPORT OF THE TRUSTEES
FOR THE YEAR EYDED 31 MARCH 2022
Trustee's responsibilities in relation to the financi91 statements
Law applicable io charities in England and Wales requires the trustees to prepare financia] statements
for each financial period. which (yive a trne and fair view of the charity's finamcial activities during the
period aTJd of its financial position at the end of the EYri(xi. In preparing ihth%e financial statements,
the trustee.£ are requi￿1 to:
Select suitable accounting policies and then apply them consistently:
Make judgements and esiimates that aFC reasonable and P￿denL
Slate whether applicable accounting standards and siaiements of recommended prdcti
have been followcd Subject to any departurts disclosed and cxplained in the financia]
statements. and
Prepare the financial statements on ihe going concern basis Unless it is inappropriate to
presume that the charity will continue in business.
The trustees are responsible for ketping accounting records whT¢h diKIosc with ￿onable accuracy
at any time the financial tKysition of the charity and enable them to ensure that the financial sthtements
comply with the Charities Aci 2011. They are also responsible for safeguarding the asset5 of the
charity and hence for thking reasonable steps for the prevention and detection of frnud and other
irregularities.
Approved by the trustees and signed on their behalf by..
Chair of trustees
Essex Society for Family History

Page 4
INDEPF.NDENf EXAMINER'S REPORT TO
THE TRU.STF,FS OF ESSEX SOCIETY FOR FAMILY HISTORY
This report on the a¢counts of the inL%tees for the year ended 31 M￿ch 2022. which are set out on
pages 5 to 12. is in respect nf an exaTnination carried oul under Section 145 of the Charities Act 2011.
Respective responsibilities of the tr￿te&S 2nd examiner
The charity'.s trnstees are responsible for the preparation of the accounts" The charity's trustees
consider thai an audil 15 not required for this Y￿ under section 144 of the Ch￿itIeS A¢t 2011 (The
Charities Act) and th& an Independent examination is needed.
It is my responsibility to=
Examine the accounts under seciion 145 of the Charilies Act.
To follow the procedures laid down in the Generdl Directions given by the Charity
Commissioners (undcr.seciion 145{5)9lb) of the Charitie5 Act)- and
To state whether in particular matters have Con￿ to my attcntion.
Basis of independent examiner's re￿rt
My examination was carried out in ￿cOrdanCe with general dircctions given by the Charity
Commission. An exavnination includes a review of the accounting records kept by the charity and a
comparison of the accounts presented with those ￿Ords. li also includes consideration of any unusual
items or disclosures in the accounts and seeking explanations from the trusiees concerning any such
matters. The procedures undenaken do not provide all the evidence ihai would be required in an audit,
and consequendy DO opinion is given as to whether the accounts present a 'tnJe and fair, view and the
report 15 limi￿d to those matters set out in the statement below.
Independellt ouniner's statement
In Connection with my examination. no maller has come to my attention:
(l) which gives reasonable cause io I￿lIeve that in. any material respecL the requ1￿MentS.
to keep accounting records in accordance with Section 130 of the Charities Act,.
to prepare accounts which accord ￿'Ith the accounting tecords and ¢omply with the
accouniing requiTement5 of the CharÈties Act have not been met: or
(2) to which. in my opinion. attention should be drawn in order to enable a proper understanding
of ihe accounts to be reached.
P Kittle FFA FIPA FFfA
Financial Accountant
37 Frdser Close
Chelmsford
Essex CM2 OTD
. L s•beJ 20 Ttr

Page 5
ESSEX SOCIETY FOR FAMILY HISTORY
STATF.IIENf OF FINAYCI.4L ACTIITITIES
FOR THE YEèlR ENDED 31 ILIRCH 2022
Notes
2022
2021
Intoming resources
Subscriptions
Sales
Services supplied
Donations
Meetings in Essex
Interest received
Investment income
Find my past
Miseellaneous
24.088
556
173
773
21212
221
275
17
,798
3.470
1.834
2.987
TOTAL INCOMING RKSOURCES
30,424
28,243
Resources expended
me￿handis1ng
Society payments
Search and certificates service
Depwiation
Meetings in Essex
Hire of accomTnodation
The Essex Family Historian
Postage, telephone, printing & ststionery
Donations {Victoria CH- Essex)
ESFH Award
Projects
Credit card charge
Internevcomputer Tnaintenance
Bank charues
Committee eX￿nseS
Rescarch room expenses
Miscellanwus expenses
Web51te development
Travel
Zoom
362
1.128
102
795
1.420
1.877
8.010
22
698
532
7,822
1.103
1,150
5(K)
128
551
95
40
24
193
165
17
58
3.082
2.185
20.495
19,185
850
Examiners fees
TOTAL RESOURCES EXPENDED
21.401
20.035
Net incomel(expenditure before
gains & lo&ses on investments
Net gainsl(losses) on investment
8,208
5.326
10,537
NET SURPI.US FOR YEAR
CARRIED TO GENEIIAL FUND
14.349
18,745
The notes on pages 7 to 12 fonn part of these accounts

Page 6
E&SEX SOCIETY FOR FAm￿y HISTORY
BALANCE SHEET- 31 MARCH 2022
Notes
2022
2021
FIXED ASSETS
1,-589
1.620
CURRENT ASSETS
STOCK
Library
BookslCDs
io
3.414
395
3,841
558
4,399
Investments
Bank balances and cash in hand
14
12
66,767
53.350
61,440
46.762
123.926
112.601
CRF.DITORS and ACCRUALS
Amounts falling due within one
year
Sundry creditors and accruals
13
11,469
14.524
NET CURRENT ASSETS
112,457
98.077
NET ASSETS
114.046
99,697
REPRESELYfED BY:
GENERAL FUND. UNRLSTRIcfED
Balance at l Aprtl 2021
Net Surplus for the year
99.697
14,349
80,952
18,74.5
15
Balance at 31 March 2022
114,(M6
99,697
Approved by the Committce of Trustees and signed on ils behalf by:
PKQC
Chair
Date of approval=
The noteq on pageq 7 to 12 fonn part of these accounts

Page 7
LSSEX SOCtETY FOR FAMILY HISTORY
NOTES TO THE FINANC.IAL STATEMENTS- 31 MARCH 2022
I PIUNCIPAL AccouwrtNG POLICIKS
Accounting convention
The financial 5talements are prepared under the historical cost convention and in accordance with the
Financial Reponing Standard for Smaller Entities leffec(ive March 2(XKI). In preparing the financial
51atemenLs the charity follows best praciice as laid down in the S￿ement of Recommended Practice -
Accounting and Reporting by Charities {SORP 21K)5) is8ued in March 2(K>5.
Fund aceounting
The chariiy s unrcstricted funds consist ol reserve5 which the chariry may use for its purpose at its
own discretion.
Incoming resources
Donations. Icgacies and similar incoming resources ate recognised at their full amount in the ￿n(Al in
which they are receivable. Gifts-in-kind are included ai a reasotthle estimate of market value. When
donors specify that grdnts and gifts be for particular purposes. the atnount is included in Lhe
appropriate fund (see Fund Accounting above).
Resources expended
Resour¢es eApcnded are included in the Statement of Financial Activities ('SOFA') on an accn]als
basis, inclusive of any inEcovernble VAT. All cosLs havc b￿n directly attributed to one of the
categorie% of the SOFA.
Management and administration costs are th(Ise costs incurred in tunning the charity &g an
oruanisation.
Tangible Fixed A&sets
All &ssets or groups of similar assets co.sling £l(M) or more are capiialised at cost. Depreciation is
provided at the following amiual rates in order to wrifr off each asset over its estimated useful life.
The useful economic life of each class of &ssets is as follows:
Equipment 20% of cost.
Deferred Incoming R£sour
Incoming resources received or receivable in the curreni accounting period but relating to the
following one are recordcd &s "deferred income" and shown as creditors in the baIance sheet.
Taxation
The Trust h&$ charitable ststus and is afforded the tax exemptions set out in the Income Taxe.5 Act
1988.
Stock
Stock has Ixen valued by the T￿￿teeS and it has not tten subjeci io exiernai examination.

Page 8
ESSEX SOCIETY FOR FAMILY HISTORY
NOTLS TO THE FINANCIAL STA TEMENTS- 31 MARCH 21)22
I SALFS
2022
2021
BookstaIl- books I card5
Postal- CDS
12
24
1.220
556
2 SERVICES SUPPLIED
Magazinc advertising
ESFH courier & s&irch Service
108
65
112
173
221
3 MEETINGS IF4 E&SEX
Refre.qhments
4 INTERFST RECEIVED
Charit). Aid Foundalion
cotF Dep051t
13
17
5 Mb:RLHANDISING
Opening stock
Purchases
Closing stock at valllation
558
762
159
(558)
(395)
363
6 SOCIETY PA YMENrs
Subscriptions payable - FFHS
Conference and fairs
633
49.5
551
1.128
7 DEPRECIATION
Depreciation - equipmenl
Library
271
427
368
427
698
795

Page 9
L4kSEX SOCtETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL.STATEMEMS- 31 MARCH 2022
2022
2021
8 1%￿ETINGs IN ESSEX
Te&s at meeting5
Speaker5 at meetings
1.630
1.420
1.641
1.420
9 THE ESSEX FAMILY HISTORIAN
Printing
POsta￿e
5.479
2,343
5.581
2,429
7,822
8,010
10 LIBIL4RY
Openino stock
Depreciation of library stock
3.841
(427)
4.268
{427)
Closing stock
3.414
3.841
11 FIXED ASSETS
Equipment
COSTIVALUATtON
At l April 2021
Additions
13,109
240
At 31 March 2022
13.349
DEPRECIA TION
At l April 2021
C]wge for the year
11.489
271
At 31 March 2022
11.760
WRirfEN DOWN VALUE
At 31 March 2022
1.589
At 31 March 2021
1.620

Page 10
F.SSEX SOCIETY FOR FAMILY HISTOR Y
NOTES TO THE Accouwfs- 31 MARCH 2022
12 BANK BALANCES
CASH IN HAND
2022
2021
BIMn¢hes: Bank and Building
S(Kiety ￿coUnts
614
729
2￿
Ca%h in hand
CAF- Current Account
CAF- Savings
COIF fund deposit Account
Co-operative Bank
Paypal
6,021
30,028
11.276
10.457
8.024
11,272
12.948
3,128
1.345
46,762
13 SUNDRY CREDITOILS AND ACCRUALS
Accruals
Subscriptions paid in advance
850
13,674
10.564
11.469
14,524
14 INVESThlENr
CCLA COIF Charities Investment Fund*
(3036.tkn Income UniLs @ 1944.25 unit)."
(397.99 Income Units @ 1944.25 per unit)
59.029
7.738
54.320
7.121
**
66.767
61,441
*Purchised on 2111112013 undcr accouni no. 10141(KK)IT 3036.06 units in the COIF Charities
Inve5ltnent Fund Incorne Units at a lotal cost of £35,(KX).(M).
Purchased 0210712015 under account no. I0141(￿lT - 397.99 wilt5 in the COIF Charities
Investmeni Fund Income Units at a tolal cost of £5.(KKJ.(X).
** Selling price valuation at 3110312022
15 NET SURPLUS (DEFICIT) FOR THE YEAR
Headquarters
S.E. Branch
W. Branch
N.E. Branch
N.W. Branch
15,548
(4631
20.916
17
18
19
20
{1.537)
(517)
(29)
(58)
14,349
18,744

Page 11
E&SEX SOCIETY FOR FAMtI.Y HISTORY
NOTES TO THE ACCOUNTS_ 31 MARCH 2022
2022
2021
16 SOUTH EAST E&SEX BRANCH
INCOME
Donation.s
Exccss of expeTKliture over income
25
255
463
463
280
Speakers
Hire of accommodation
33
430
80
200
463
280
17 WEST ESSEX BRANCH
INCOME
Excess of ex￿nditUre over income
1.537
.537
EXPENDITURE
Speakers
Hire of accommodation
Postage, siationery etc
375
1.156
1.537
18 NORTH EAST ESSEX BRANCH
INCOME
Meetings in Essex
Excess of expenditure over income
514
322
517
322
Meetings in Essex
Speakers
Posiage and stationery
Hire of accomm(xlation
li
295
27
245
517
-122

Page 12
FSSEX SOCIETY FOR FAMILY HISTORY
NOTF.S TO THE ACCOUNTS- 31 MARCH 2022
19 NORTH WLST ESSEX BRANCH
2022
2021
INCOME
Excess of expenditure over income
29
58
29
58
EXPENDrruRE
Hire of accomm(xJation
29
58
29
58

ESSEX SOCIETY FOR
FAMIL Y IIISTORI,
FINANCIAL STATEMEYTS
FOR THE YEAR EYDED
31 MARCH 2022
Chari
No: 2￿552
P KIThLE FFA FIPA FFfA
Financial Accountant

Pa%e I
ESSEX SOCIETY FOR FAMILY HISTORY
TRUSTEES
Elizabeth Cox- Chair
Meryl Rawlings - Sec￿tary
Tanya Scwell- Tre&sllrer appointed 16.10.2021
Rona]d Knights
Paul Stirland
John Young
Heather Featkr
Pauline Adlern
Raymond Poole- resigned 16.10.2021
Colleen Devenish
Janice Sharpe
Eric Jude
Andrea Hewitt
David Co0￿r- resigned 16.10.2021
Helen Matten
Mary Ann Rix
Trevor William Rix
David Malcolm Eniffer- resigned 16.10.2021
Anoela su.san Hillier- ￿signed 16.10.2021
Barbar& Harpin- apwTrinted 16.10.2021
PRINCIPAL OFFICE
ESFH Research Ccntre
CIO Essex Record Office
Wharf Road
Chelmsford
CM2 6YT
CHARTfY REGISTIL4TIOIY
290552
INDEPENDENf EXAMINER
P Kittle FIA FIPA FFfA
Financial AccounLini
37 Frdser Close
Chelmsford
Essex CM2
CONTENfS
Pages 2-3
Trnstees ReE
Independent Examiners Report
Statenrnt of Financial Activities
Balan(E Sheet
7-13
Notes to the accounts

Page 2
ESSEX socIErY FOR FAMtLY HISTORY
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2022
The tn]siec5 present iheir report along with the financial statement5 of the charity foi the period ended
31 March 2022. The financial statements have been prepared in accordance with the accouncing
policie.s sei out OTb page 7 and comply with the chariiy's tsust deed and applicable law.
Constitution and objeets
Essex S(Kiety for Family History is constituted under a trnst deed dated 6th 0￿0￿r 1994. revised in
minor re$￿cts on 201Y99. 2019103 and 2719108.
The charity's objects are io promotc and encourdge the public Siudy of British Famtly History,
genea]ogy. her￿dry and locaI history wilh particul￿ reference to Essex and to promote the
preservation, security and accessibility of archival rnaterial.
Organisation
The trnstees who have served during the ￿ri(￿l are set out on page l. The trustees are elected from
fully paid up members of thc society. Members of the commitiee arc subject lo election or re£lection
ai the Annual General Meeiing for one year. The chaimian shall be in office for not more than five
consecutive years and must have a break of one year ￿fOre seeking re-election.
Related Parties
The charity has a close relationship with The Federdtion of Family Hisiory Swieties {FFHSI. Dctai15
of the financial and other support provided by the Fssex s<￿1￿Y for Family History is detailed in
note 6.
Reserves Policy
The charity's policy is to maintatn sufficient reserves to cover ils OEtratiOT]aI costs for at least the
following 3 months. At the year end. the chatily had sutficient reserves to comply with this policy.
The level of reserves is kept under close scrutiny by the trus￿eS.
Risk Management
The Inisiec5 have examined the major operational, strdtegic 2nd business risks which the charity faces
and confirm that appropriate systems are in place to mitigatr the effects of these risks.
Public Benefit
The Trusiees have complied with ihe dury in Section 17 of ihe Charities Ac(2011 to have due regard
to public benefit guidance publishcd by the Chatities CoTnTnission. They have refer￿ to the
guidance in the Charity Commission's general guidance on Fbblic Benefii when reviewing the Trnst's
aims and objectives and in planning fuliire activities as demonstrated above.

Page 3
ESSEX SOCIETY FOR FAMILY HISTORY
REPORT OF THE TRUSTEES
FOR THE YEAR EYDED 31 MARCH 2022
Trustee's responsibilities in relation to the financi91 statements
Law applicable io charities in England and Wales requires the trustees to prepare financia] statements
for each financial period. which (yive a trne and fair view of the charity's finamcial activities during the
period aTJd of its financial position at the end of the EYri(xi. In preparing ihth%e financial statements,
the trustee.£ are requi￿1 to:
Select suitable accounting policies and then apply them consistently:
Make judgements and esiimates that aFC reasonable and P￿denL
Slate whether applicable accounting standards and siaiements of recommended prdcti
have been followcd Subject to any departurts disclosed and cxplained in the financia]
statements. and
Prepare the financial statements on ihe going concern basis Unless it is inappropriate to
presume that the charity will continue in business.
The trustees are responsible for ketping accounting records whT¢h diKIosc with ￿onable accuracy
at any time the financial tKysition of the charity and enable them to ensure that the financial sthtements
comply with the Charities Aci 2011. They are also responsible for safeguarding the asset5 of the
charity and hence for thking reasonable steps for the prevention and detection of frnud and other
irregularities.
Approved by the trustees and signed on their behalf by..
Chair of trustees
Essex Society for Family History

Page 4
INDEPF.NDENf EXAMINER'S REPORT TO
THE TRU.STF,FS OF ESSEX SOCIETY FOR FAMILY HISTORY
This report on the a¢counts of the inL%tees for the year ended 31 M￿ch 2022. which are set out on
pages 5 to 12. is in respect nf an exaTnination carried oul under Section 145 of the Charities Act 2011.
Respective responsibilities of the tr￿te&S 2nd examiner
The charity'.s trnstees are responsible for the preparation of the accounts" The charity's trustees
consider thai an audil 15 not required for this Y￿ under section 144 of the Ch￿itIeS A¢t 2011 (The
Charities Act) and th& an Independent examination is needed.
It is my responsibility to=
Examine the accounts under seciion 145 of the Charilies Act.
To follow the procedures laid down in the Generdl Directions given by the Charity
Commissioners (undcr.seciion 145{5)9lb) of the Charitie5 Act)- and
To state whether in particular matters have Con￿ to my attcntion.
Basis of independent examiner's re￿rt
My examination was carried out in ￿cOrdanCe with general dircctions given by the Charity
Commission. An exavnination includes a review of the accounting records kept by the charity and a
comparison of the accounts presented with those ￿Ords. li also includes consideration of any unusual
items or disclosures in the accounts and seeking explanations from the trusiees concerning any such
matters. The procedures undenaken do not provide all the evidence ihai would be required in an audit,
and consequendy DO opinion is given as to whether the accounts present a 'tnJe and fair, view and the
report 15 limi￿d to those matters set out in the statement below.
Independellt ouniner's statement
In Connection with my examination. no maller has come to my attention:
(l) which gives reasonable cause io I￿lIeve that in. any material respecL the requ1￿MentS.
to keep accounting records in accordance with Section 130 of the Charities Act,.
to prepare accounts which accord ￿'Ith the accounting tecords and ¢omply with the
accouniing requiTement5 of the CharÈties Act have not been met: or
(2) to which. in my opinion. attention should be drawn in order to enable a proper understanding
of ihe accounts to be reached.
P Kittle FFA FIPA FFfA
Financial Accountant
37 Frdser Close
Chelmsford
Essex CM2 OTD
. L s•beJ 20 Ttr

Page 5
ESSEX SOCIETY FOR FAMILY HISTORY
STATF.IIENf OF FINAYCI.4L ACTIITITIES
FOR THE YEèlR ENDED 31 ILIRCH 2022
Notes
2022
2021
Intoming resources
Subscriptions
Sales
Services supplied
Donations
Meetings in Essex
Interest received
Investment income
Find my past
Miseellaneous
24.088
556
173
773
21212
221
275
17
,798
3.470
1.834
2.987
TOTAL INCOMING RKSOURCES
30,424
28,243
Resources expended
me￿handis1ng
Society payments
Search and certificates service
Depwiation
Meetings in Essex
Hire of accomTnodation
The Essex Family Historian
Postage, telephone, printing & ststionery
Donations {Victoria CH- Essex)
ESFH Award
Projects
Credit card charge
Internevcomputer Tnaintenance
Bank charues
Committee eX￿nseS
Rescarch room expenses
Miscellanwus expenses
Web51te development
Travel
Zoom
362
1.128
102
795
1.420
1.877
8.010
22
698
532
7,822
1.103
1,150
5(K)
128
551
95
40
24
193
165
17
58
3.082
2.185
20.495
19,185
850
Examiners fees
TOTAL RESOURCES EXPENDED
21.401
20.035
Net incomel(expenditure before
gains & lo&ses on investments
Net gainsl(losses) on investment
8,208
5.326
10,537
NET SURPI.US FOR YEAR
CARRIED TO GENEIIAL FUND
14.349
18,745
The notes on pages 7 to 12 fonn part of these accounts

Page 6
E&SEX SOCIETY FOR FAm￿y HISTORY
BALANCE SHEET- 31 MARCH 2022
Notes
2022
2021
FIXED ASSETS
1,-589
1.620
CURRENT ASSETS
STOCK
Library
BookslCDs
io
3.414
395
3,841
558
4,399
Investments
Bank balances and cash in hand
14
12
66,767
53.350
61,440
46.762
123.926
112.601
CRF.DITORS and ACCRUALS
Amounts falling due within one
year
Sundry creditors and accruals
13
11,469
14.524
NET CURRENT ASSETS
112,457
98.077
NET ASSETS
114.046
99,697
REPRESELYfED BY:
GENERAL FUND. UNRLSTRIcfED
Balance at l Aprtl 2021
Net Surplus for the year
99.697
14,349
80,952
18,74.5
15
Balance at 31 March 2022
114,(M6
99,697
Approved by the Committce of Trustees and signed on ils behalf by:
PKQC
Chair
Date of approval=
The noteq on pageq 7 to 12 fonn part of these accounts

Page 7
LSSEX SOCtETY FOR FAMILY HISTORY
NOTES TO THE FINANC.IAL STATEMENTS- 31 MARCH 2022
I PIUNCIPAL AccouwrtNG POLICIKS
Accounting convention
The financial 5talements are prepared under the historical cost convention and in accordance with the
Financial Reponing Standard for Smaller Entities leffec(ive March 2(XKI). In preparing the financial
51atemenLs the charity follows best praciice as laid down in the S￿ement of Recommended Practice -
Accounting and Reporting by Charities {SORP 21K)5) is8ued in March 2(K>5.
Fund aceounting
The chariiy s unrcstricted funds consist ol reserve5 which the chariry may use for its purpose at its
own discretion.
Incoming resources
Donations. Icgacies and similar incoming resources ate recognised at their full amount in the ￿n(Al in
which they are receivable. Gifts-in-kind are included ai a reasotthle estimate of market value. When
donors specify that grdnts and gifts be for particular purposes. the atnount is included in Lhe
appropriate fund (see Fund Accounting above).
Resources expended
Resour¢es eApcnded are included in the Statement of Financial Activities ('SOFA') on an accn]als
basis, inclusive of any inEcovernble VAT. All cosLs havc b￿n directly attributed to one of the
categorie% of the SOFA.
Management and administration costs are th(Ise costs incurred in tunning the charity &g an
oruanisation.
Tangible Fixed A&sets
All &ssets or groups of similar assets co.sling £l(M) or more are capiialised at cost. Depreciation is
provided at the following amiual rates in order to wrifr off each asset over its estimated useful life.
The useful economic life of each class of &ssets is as follows:
Equipment 20% of cost.
Deferred Incoming R£sour
Incoming resources received or receivable in the curreni accounting period but relating to the
following one are recordcd &s "deferred income" and shown as creditors in the baIance sheet.
Taxation
The Trust h&$ charitable ststus and is afforded the tax exemptions set out in the Income Taxe.5 Act
1988.
Stock
Stock has Ixen valued by the T￿￿teeS and it has not tten subjeci io exiernai examination.

Page 8
ESSEX SOCIETY FOR FAMILY HISTORY
NOTLS TO THE FINANCIAL STA TEMENTS- 31 MARCH 21)22
I SALFS
2022
2021
BookstaIl- books I card5
Postal- CDS
12
24
1.220
556
2 SERVICES SUPPLIED
Magazinc advertising
ESFH courier & s&irch Service
108
65
112
173
221
3 MEETINGS IF4 E&SEX
Refre.qhments
4 INTERFST RECEIVED
Charit). Aid Foundalion
cotF Dep051t
13
17
5 Mb:RLHANDISING
Opening stock
Purchases
Closing stock at valllation
558
762
159
(558)
(395)
363
6 SOCIETY PA YMENrs
Subscriptions payable - FFHS
Conference and fairs
633
49.5
551
1.128
7 DEPRECIATION
Depreciation - equipmenl
Library
271
427
368
427
698
795

Page 9
L4kSEX SOCtETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL.STATEMEMS- 31 MARCH 2022
2022
2021
8 1%￿ETINGs IN ESSEX
Te&s at meeting5
Speaker5 at meetings
1.630
1.420
1.641
1.420
9 THE ESSEX FAMILY HISTORIAN
Printing
POsta￿e
5.479
2,343
5.581
2,429
7,822
8,010
10 LIBIL4RY
Openino stock
Depreciation of library stock
3.841
(427)
4.268
{427)
Closing stock
3.414
3.841
11 FIXED ASSETS
Equipment
COSTIVALUATtON
At l April 2021
Additions
13,109
240
At 31 March 2022
13.349
DEPRECIA TION
At l April 2021
C]wge for the year
11.489
271
At 31 March 2022
11.760
WRirfEN DOWN VALUE
At 31 March 2022
1.589
At 31 March 2021
1.620

Page 10
F.SSEX SOCIETY FOR FAMILY HISTOR Y
NOTES TO THE Accouwfs- 31 MARCH 2022
12 BANK BALANCES
CASH IN HAND
2022
2021
BIMn¢hes: Bank and Building
S(Kiety ￿coUnts
614
729
2￿
Ca%h in hand
CAF- Current Account
CAF- Savings
COIF fund deposit Account
Co-operative Bank
Paypal
6,021
30,028
11.276
10.457
8.024
11,272
12.948
3,128
1.345
46,762
13 SUNDRY CREDITOILS AND ACCRUALS
Accruals
Subscriptions paid in advance
850
13,674
10.564
11.469
14,524
14 INVESThlENr
CCLA COIF Charities Investment Fund*
(3036.tkn Income UniLs @ 1944.25 unit)."
(397.99 Income Units @ 1944.25 per unit)
59.029
7.738
54.320
7.121
**
66.767
61,441
*Purchised on 2111112013 undcr accouni no. 10141(KK)IT 3036.06 units in the COIF Charities
Inve5ltnent Fund Incorne Units at a lotal cost of £35,(KX).(M).
Purchased 0210712015 under account no. I0141(￿lT - 397.99 wilt5 in the COIF Charities
Investmeni Fund Income Units at a tolal cost of £5.(KKJ.(X).
** Selling price valuation at 3110312022
15 NET SURPLUS (DEFICIT) FOR THE YEAR
Headquarters
S.E. Branch
W. Branch
N.E. Branch
N.W. Branch
15,548
(4631
20.916
17
18
19
20
{1.537)
(517)
(29)
(58)
14,349
18,744

Page 11
E&SEX SOCIETY FOR FAMtI.Y HISTORY
NOTES TO THE ACCOUNTS_ 31 MARCH 2022
2022
2021
16 SOUTH EAST E&SEX BRANCH
INCOME
Donation.s
Exccss of expeTKliture over income
25
255
463
463
280
Speakers
Hire of accommodation
33
430
80
200
463
280
17 WEST ESSEX BRANCH
INCOME
Excess of ex￿nditUre over income
1.537
.537
EXPENDITURE
Speakers
Hire of accommodation
Postage, siationery etc
375
1.156
1.537
18 NORTH EAST ESSEX BRANCH
INCOME
Meetings in Essex
Excess of expenditure over income
514
322
517
322
Meetings in Essex
Speakers
Posiage and stationery
Hire of accomm(xlation
li
295
27
245
517
-122

Page 12
FSSEX SOCIETY FOR FAMILY HISTORY
NOTF.S TO THE ACCOUNTS- 31 MARCH 2022
19 NORTH WLST ESSEX BRANCH
2022
2021
INCOME
Excess of expenditure over income
29
58
29
58
EXPENDrruRE
Hire of accomm(xJation
29
58
29
58