## Essex Society for Family History 

Member of the Federation of Family History Societies Registered Charity No. 290552 

www.esfh.org.uk 

## **TRUSTEES REPORT 2022-2023** 

This year has been challenging in many ways.  After several months of live meetings following the Covid Pandemic, that we were assured our members were very anxious to return to, it soon became apparent that this was sadly not the case. The number of attendees for at least 2 branches were attracting less than half of their former audiences.  Many other Societies also reported the same issue. 

In view of this and venue costs we asked branches to try to encourage extra visitor numbers and reduce their costs where possible. 

To also offset some of the losses these activities were creating, the Executive Committee decided to ask members to pay £3 to attend live meetings. We were hopeful that once audiences increased over time, we would be able to reduce or remove this payment. Despite the fact that many members appeared to be happy to do this, over time, the revenue from live meetings fell, for various reasons, as the overall attendance figures were not increasing. 

At a meeting of branch officers, they agreed to: 

- Make more meetings accessible to more members where possible, 

- And continue to, or begin to use, free venues like libraries etc. to attract more new members to support local meetings. 

As a result of this the Executive Committee agreed that the £3 charge for members to attend would be dropped for 6 months from...................an email will be sent out shortly to all members to make them aware of this change. (Please spread the word to any without email!) 

This situation will be reassessed at the end of the 6-month period. 

Throughout the year we have held and enjoyed a vast number of talks and workshops on a large number of topics, at live meetings, online via Zoom, and via hybrid meetings, many reaching both live and online members. I would like to thank all our contributors, and facilitators that have made it possible to provide such a huge range of well received subjects, by giving up so much of their own precious time. Without you all, we would not have the fantastic society we have.  Sorry I can’t name you all, but you all know who you are! 

I hope you will have seen in our much-loved magazine the photo of members Heather Feather, Eric Jude and Linda Metcalf officers of our South East Essex Branch which was awarded the Southend City Jubilee and Queens Memorial Award for their services to the community.  It is great to see the work done by our members being recognised. 

Also, via our magazine and using many other platforms we put out a plea for volunteers for the many of vacant roles in our Society, most importantly for a new Editor, as Colleen Devenish has stepped down from this role. It is sad to say that if we don’t find a suitable replacement Editor soon our next edition, could be the last one. So, if anyone knows of a possible volunteer, please get them to get in touch with Colleen as soon as possible. 



## Essex Society for Family History 

We again took part in RootsTech, the largest online Family History event in the world, although the lack of response to our booth was very disappointing, compared with last year, so we won’t be taking part next year. 

We also took part in the ‘Really Useful ’shows promoted by the family history Federation and these and some other local Society online events were found to be well worth supporting in the future. 

Special Interest Groups were started on various aspects of DNA, and one Surname interest group was set up, and they attracted many members who joined online. 

Many of our branches supported events at their local libraries and began or continued their working relationship with them, to share resources and offer help and guidance to their visitors. 

Heather and I took part in a British Library project to produce a video where we discussed everything that local family history societies could offer their visitors.  We also plan to further develop the activities our Society is already involved in, with more of our local libraries. 

We continued to support the Essex branch of the Victoria County History Project, the Commonwealth War Memorial Trust, and we awarded Paul Topley this year’s Student Award. (Paul will be asked to present a talk to us on his work will be published on our website, to add to our unique Essex archives. 

We had a drop in our membership renewals in April, as did other Societies, with some of our members saying they reluctantly needed to reduce their outgoings. Member numbers were still considerably higher than our pre-Covid levels however and have continued to rise throughout the year. 

Instead of holding regular meetings here at Galleywood Heritage Centre we instead held an open day, and recently a Military Day. Both events disappointingly attracted few visitors, however many of those that attended the Military event told us that they found it a very useful and fun day. 

2024 sees the 50[th] Anniversary of our Society and the Events committee has already met to discuss the best way to celebrate this important milestone. Our Anniversary date is so please put this in your diaries, but we plan to hold events throughout the year. If anyone would like to join this group, please contact me. 

We have exciting news regarding our website! It appears that we can give it a makeover and make it much more user friendly and more attractive to visitors of all ages, and the best news is that it will not cost a huge amount of money. Work is already underway with our Web Manager and our Web Developer, and we plan to launch our new site in the New Year! 

Having been looking for a volunteer to organise and develop our Social Media profile I am delighted to tell you that we have recently met with at least 2 knowledgeable and enthusiastic volunteers, and work has started on our existing Facebook page, and on Instagram and even Tik-Tok to promote our society. 

When several of us took part in the recent Suffolk FH Show, Toni Neobard chair of the new Social Media group was filming us at the event, for Instagram, between advising the many interested visitors we had. 

I would like to pay tribute to 3 members who recently died: 

Beryl Sidney, Shirley Harman and Christopher Scrutton 

All were loyal and hardworking members of our Society and particularly well known at our office at the ERO. I’m sure they will be sadly missed by many. 

Page 2 of 3 



Essex Society for Family History 

As I said there have been many issues to deal with this year and I would particularly like to thank Tanya for working so hard for us through a very challenging year, not just with her Treasurers hat on but in so many ways other ways too- I have no idea where she finds all her energy and enthusiasm! 

I would also like to thank John Young, who is stepping down as Vice Chair, who has been there or abouts, working hard, for longer than I remember! 

Colleen Devenish for 8 years of Editing our great magazine. 

Meryl Rawlings who has been our Hon Sec. For 6 years 

Barbara Harpin, David Cooper, Mary Rix, and Trevor Rix (one of our founder members) who are all stepping down from the Executive Committee, but I know will assist us in the future if they can. 

It is my pleasure to welcome Toni Neobard as Vice Chair and Jean-Marc Bazzoni for taking up the position of Secretary. 

Andrea Hewitt Chair 21/10/2023 

Page 3 of 3 



ESSF.X SOCIETY FOR
AMILY HISTORY
FtNANCIAL STATEMEMS
FOR THE YEAR ENDED
31 MARCH 2023
Chari
No: 2￿)51
P KrrTLE FFA FIPA FFTA
Finaneigl Accountant

Page I
ESSEX SOCtETY FOR F.JlMILY HISTORY
TRUSTEES
Andrea Hewitt- Chair
Meryl Raivlings- Secrelary
Tanya Sewell- Treasurer
Elizabeth Cox
Ronald Knights - Resigned 15.10.22
Paul Stirland
John Young
Heather Feather
Pauline Adlcm
Colleen Deveni5h
Janice Sharpe
Eric Jude- Resigned 15.10.22
Helen LMatten- Resigned 15.10.22
Mary Ann Rix
Trevor William Rix
Barbara Harpin
David Cooper- Appointed 15.10.22
Toni Neobard- Appointed 15.10.22
Denise Somers- Appointed 15.10.22
Gillian Peregrine- Appointed 15.10.22
PRtNCIPAL OFFICE
ESFH Research Cen
CIO Essex Re￿rd Office
WharfRoad
Cheknsford
CM2 6YT
CHARITY REGISTRATION
290552
INDEPENDEwf EXAMINER
P Kittle FFA FIPA FFfA
Financial Accountsnt
37 Frdser Close
Chehn5ford
Essex CM2 OTD
CONfE￿[S
Pages 2-3
Trustees Retx)rt
Independent Examine￿ RetK)rt
Statement of Financial Activities
Balance Sheet
7-12
Note5 to the accounts

Pgge 2
ESSEX SOCIETY FOR FAMILY HISTORY
REPORT OF THE TRUSTEES
FOR THE y￿*R ENDED 31 MARCH 2023
The twstees present their report along iiith the fllwicial statement5 of the charity for the period ended
31 March ?023. The f￿ancIal statements have prepared in accordance with the accounting
policies set out on page 7 and comply with the charity's lrnst deed and applicable law.
Coostltutioll and objects
Essex Society for Family History is constitutcd undcr a trnst deed dated 24th September 1994. revised
in minor respects on 2019197. 2012199. 2019103. 2719108 and 27110120.
The charity's objects ar¢ to promote and encourdge the public study of British Family History.
genealogy, heraldry and local history with particular reference to Essex and to promote the
preservation. securitv 8nd accessibility of archival material.
Organisation
The trustees who have served during the period arc set out on page l. The trustees are elected from
fully paid up members of the so¢iety. Members of the con]mittc¢ arc SUbj￿t to clcction or rc-clcction
at the Annual General Meeting for one vear. The chairnian shall be in oifice for noi more than five
consecutive years and must have a break" of one year before seeking re-¢l¢¢tion.
Related Parties
The charity has a close relationship with The Federdtion of Family History Societie5 (FFHS). Details
of thc f￿anCIal and other support provided by the Essex Society for Family History is detailed in
note 6.
Reserves Poli¢y
The chartty's policy is to maintain sutTicient reseryes to cover its operational costs for at least the
following 3 tnonths. At the year end. the charity had sufficient reserves to comply with this policy.
The level of reserves is kept under close s¢rutiny by th¢ trustees.
Risk Management
The trustees have exatnined the major operational. strntegic and business risks which the Charity faces
and confm that appropriate systems are in place to mitigate the ¢ffects of these risks.
Public Benefit
The Trustees have complied with the duty in Section 17 of the Chariti¢s Act 2011 to have due regard
to public benefit guidance published by the Charities Commission. They have tyferred to the
guidance in the Charity Cofflmission's general guidance on Public Benefit whcn ￿VIewIng the Trust's
aims and objectives and in planning fi]ture actiNities as devnonstrated above.

Page 3
E&SEX SOCIETY FOR FAMILY HISTORY
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2023
Trustee's respo￿sIbilitieS in relation to ihe fina￿1￿[ slatements
LAiv applicable to chaTities in EnglaTtd and Wales requires the tntstecs to prepare financial ststcmcnts
for each financial period. which gtve a tThe and fair view of the charity's financial activities during the
period and of its financial position at the end of the peri(xl. In preparing those financial statements.
the trustees are requitTd to:
Select suitable accounting policies a￿1 then apply them consistently"
Make judgements and estimates that are re&8onable and prudenc
Stste whether applicable accounting standards and ststements of recommended prdctice
have followed subject to any dePartll￿s disclosed and explained in thc fmancial
statements; and
Prepare the fllLqncial statements on the goinD concern basis unless It is inappropriate to
presume that the charity will continue in business.
The trustees are resw)nsible for keeping accounting records wthich disclose with reasonable accurdcy
at any time the financial position of the charity and enable them to ensure that the financial statements
comply with the Charities Act ?01 l. They atE also responsible for safeguarding the assets of the
charity and hence for taking re&sonable steps for the prcvcntion and dctection of fraud and other
irregularities.
Appmved by the trustees and signed on their t*half by:
Chair of trustees
Essex Society for Family History

Page 4
INDEPENDENT ELIMINER'S REPORT TO
THE TRUSTEES OF ESSEX SOCIETY FOR FAMtLY HtSTORY
This report on the a¢¢ounts of the trustees for the year ended 31 March 2023, which are set out on
pages 5 to 12, is in respect of an examination carried oui under Section 145 of the Charities Act 2011.
Respective r￿ponsIbIlitieS of the trustees and examiner
The charity's trnstees are responsible for the prepardtion of the accounts. The chartty's trustees
consider that an audil is not required for this year under section 144 of the Charities Act 2011 ('rhe
Charities Act) and that an Independent examination is needed.
It is my responsibility to-
Examine the accounts under section 145 of the Charities Act.
To follow the procedures laid down in the Generdl Directions given by the Charity
Commissioners (under section 145(5)9(b) of th¢ Charities Act); and
To stat¢ whether in particular fflatters have come to my attention.
Basis of independent e￿Miner'S report
My ¢xaminaiion was carri¢d out in acco￿anCe with genet31 ditt¢tions given by the Charity
Commission. An examination includes a revaew of the a¢counting records kept by th¢ chariry and a
comparison of the a¢¢ounts presented wtth thos¢ re¢ords. It also includes considerdtion of any unusual
items or dis¢losur¢s in the a¢¢ounts and seeking explanations from the trustees concerning any such
matters. The procedures undertaken do not provide all the evidence that would be required in an audi¢
and consequentl>' no opinion is oiven as to Mthether the accounts present a 'truc and fair. view and the
report is limited to those matters set out in the Sthtrment ￿lOw.
Independent examiner's statement
In connection with my examination. no matter come to my attention:
(l) which gives me reasonable cause to klieve that ally material respecL the reqU1￿ments.
to keep a¢wunting records in accordance with Section 130 of the Charities Act;
to prepare aceounts which accord with the ￿)unting records and comply with the
accounting requirements of the Charities Act have not ixen met. or
(2) to which. in my opinion, attention should be drawn in order to ¢nabl¢ a prO￿r understanding
of the accounts to be reached.
P Kittle FFA FIPA FFfA
Financial Ac¢ountant
37 Frdser Close
Chelmsford
Essex CM? OTD
Date.. l rf￿￿em1￿.

Page 5
ESSEX SOCtF.TY FOR FAMILY HISTORY
STATF.MF.ST OF FLN"AI%'CL4L ACTIvfTIES
FOR THE YEAR EIITED 31 MARCH 2023
Noles
2023
2022
Incoming resourees
Subscriptions
Sales
Services supplied
Donations
Meetings in Essex
Interest received
Inveslment in¢om¢
Find my past
Miscellaneous
21.980
197
24.088
556
173
773
1.905
61
946
1.400
2.403
1,834
2,987
TOTAL INCOMING RESOURCES
29.041
30,424
Resources expended
Mcrchandising
So¢i¢ty payments
Search and certificat¢s service
Depreciation
Meetings in Essex
Hire of ae¢omm(Klation
The Essex Fatnily Historian
Postsge, tslephone, printing & stationery
Donations (Victoria CH- Essex)
ESFH Award
Projects
Credit card charge (PayPal)
Internetl¢omputer maintenance
Bank charges
Research room expenses
Mis¢¢llaneous expenses
Website development
Travel
Zoom
164
1.341
33
631
lJ52
3.116
7,631
2,847
900
1,000
698
l.(Al
532
7,822
1.103
1,150
1,000
193
407
165
96
17
58
3.082
236
768
428
393
125
193
2,624
344
768
23,416
906
20.495
906
Examiners fees
TOTAL RESOURCES EXPENDED
24J22
21.401
Net incomel{expenditure before
gaills & losses on inveslments
Net gainsl(losses} on investrnent
4.719
(2,425)
9.023
5,326
NET SURPLUS FOR YEAR
CARRIED TO GENERAL FUND
2294
14,349
The notes on pages 7 to 12 forn) part of these accounts

Page 6
ESSEX SOCTETY FOR FAMILY HLSTORY
BAL4NCE SHEET- 31 MARCH 2023
Notes
2023
2022
FIXED ASSETS
1.385
1.589
CURRENf ASSETS
STOCK
Library
BOOk￿CDS
io
2.995
390
3.414
395
3.385
3,809
Inve5ttnent5
Bank balances and cash in hand
14
12
64.342
61.305
66,767
53,350
129.032
123.926
CREDITORS and ACCRUAiS
Amounts falling due within one Jtar
Sundry creditor5 and accruals
13
(14.077)
11,469
NET CURRElYt ASSETS
114.955
112,457
NET ASSETS
116.34
114,046
REPRESENfED BY..
GE￿ERAL FUND . UNRESTIUCfED
Balance at l April ?022
Net Sulplus for the year
114.046
2.294
99,697
14,349
15
Balance at 31 March 2023
116,340
114,046
Approved by the Committee of T￿SteeS and signed on its khalf by:
Chair
Date of approval:
The notes on pages 7 to 12 forn) part of these accounts

Page 7
E&SEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL STATEMENfs-31 MARCH 2023
I PRINCIPAL ACCOUNTING POLICIES
Accountiug convention
The fin8n¢ial strteTnents are prepared under the historical cost convention and in accordance with the
Financial Reporting Standard for Smaller Entities (effective March 2000)- In preparing the financial
statements the charity follows best practi¢¢ as laid do%￿ in the Statement of Recommended Practice -
Accounting and Reporting by Chariti¢S (SORP 2005) issued in M&rh 2005.
Fund accounting
The charity's unrestricted fitnds ¢onsist of reserve5 which the charity may use for its purpose at its
own discretion.
Incoming resourees
Donations, legacies and similar incoming resources are recognised at their full amount in the peri(xl in
which they are receivable. Gifts-in-kind are in¢luded at a reasonable estimate of Ma￿¢t value. When
donors specify that grants and ."fts be for partÈcular purposes. the amount is included in the
appropriate fund (see Fund Accounting alKyve).
Resources expended
Resources expended are included in the Stat¢mellt of Financial A¢tiviti¢s ('SOFA') on an accruals
basis, inclusive of any irre¢overnble VAT. All costs have been directly attributed to on¢ of the
categories of the SOFA.
ManageTnent and advnintstration costs are those costs incuTred in running the charity as an
organisation.
Tangible Fi￿1 Amets
All assets or groups of similar assets Costing £100 or MO￿ are Capitalised at cost. Depreciation is
provided at the following annual rai¢s in order to off each asset over its estimated useful life.
The usefiil economic life of each c1&5s of assets is as follows:
Equipment 2￿/fj of cosL
Deferred Incoming Resources
Incoming resources received or receivable in th¢ Current accounting period but relating to the
following one are recorded as'deferred income". and shown as creditors in the balance sheeL
Taxation
The Trust has charitable staws and is afforded the lax exemptions set out in the Income Taxes Act
1988.
Stock
Stock ha5 kcn valued by the Trustees and it has not FKen subject to external examination.

Pgge 8
ESSEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL STATEMENTS- 31 h￿ICH 2023
I SALES
2023
2022
Bookstall- books I cards
Postal - CDS
12
544
188
197
556
2 SERVICES SUPPLIED
Magazine advertising
ESFH courier & search service
108
38
108
65
173
3 MEETINGS ￿ ESSEX
Refreshments
61
61
4 INTEREST RECEIVED
Charity Aid Foundation
COIF Deposit
942
946
5 MERCHANDISING
Opening stock
Purchases
Closing Stock at valuation
395
558
(390)
(395)
164
6 SOCIETY PAYMENIS
Subscriptions payable - FFHS
Conference and fairs
790
551
179
1,026
1,341
7 DEPRECIATION
Depreciation- equipment
Library
21M
427
271
427
631
698

Page 9
ESSEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL STATEMENfs-31 MARCH 2023
2023
2022
8 I¥￿ETINGs IN ESSEX
Teas at mectings
Speakers at meetings
li
,630
1223
l J52
9 THE ESSEX FAMILY HISTORIAN
Printing
Postage
4J67
3264
5.479
2.343
7.631
7.822
10 LIBRARY
Openinu stock
Purchases
Depreciation of librdry StIKk
3.414
3,841
(427)
(427)
Closing stock
2,995
3,414
11 FL¥ED ASSETS
Equipment
COSTIVALUATION
At l April 2022
Additions
13,349
At 31 March 2023
13,349
DEPRECIATION
At l April 20??
Charge for the year
11,760
204
At 31 March 2023
11,964
WRrrrEN DOWN VALUE
At 31 March 2023
1.385
At 31 March 2022
.589

Page 10
F.SSF.X SOCtF.TY FOR FAMtI.Y HISTORY
NOTES TO THE ACCOUNTS-31 MARCH 2023
12 BANK BALANCFS
CASH IN HAND
2023
2022
Branches: Bank and Buildtng
SoKiety accounts
1.040
614
Floats
Cash in hand
CAF- Current A¢count
CAF - Savings
COIF fund deposit Accowit
C(pOperative Bank
Paypal
66
5.554
38.799
11.477
3.154
1.215
6.021
30,028
11.276
4.060
1.345
61 J05
53.351
13 SUNDRY CREDrroRS ACCRUAIS
Accruals
Subscriptions paid in advanc¢
8,950
10,564
14.077
11.469
14 INVESTMEKr
CCLA COIF Chariti¢5 Investment Fund*
(30J6.06 Income Units @ 1944.25 unit}""
(397.99 Income Units @ 1944.?5 per unit)
56.885
7.457
59.029
7.738
**
64J42
66,767
*Purcha5ed on ?111112013 under account no. 101410001T 3036.06 units in th¢ COIF Charities
Investtnent Fund Income Units at a lotsl cost of £35,000.00.
Purchased 021071?015 und¢r account no. 101410(M)IT - 397.99 units in the COIF Charities
Investsnent Fund Income Units at a total Cost of £5.000.00.
** Selling price valuation at 3110312022
15 NET SURPLUS (DEFicrf) FOR THE YEAR
Headquarters
S.E. Branch
W. Branch
N.E. Branch
N.W. Brdnch
1.808
349
83
54
15.548
(463)
(190)
(517)
17
18
19
20
2.294
14.349

Page 11
ESSEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE AccouKfs-31 MARCH 2023
2023
2022
16 SOUTH EAST ESSEX BRANCH
INCOME
Donations
Excess of income over expenditure
745
(349)
463
396
463
EXPENDITURE
Meetings in Essex
Sp¢akers
P05tsge & Stationery
Hire of accommodation
Miscellaneous
Payments to Head Office
27
33
30
95
243
430
396
463
17 WEST ESSEX BRANCH
INCOME
Miscellaneous Income
Meetings in Essex
Donations
Excess of income over expenditLffe
15
131
(83)
190
190
EXPENDITURE
Speakers
Postsge, stationery etc
63
190
190
18 IYORTH EAST ESSEX BRANCH
INCOME
Donations
Meetings in Essex
Excess of income over expenditure
17
(54)
514
517
EXPENDITURE
Meetings An Essex
Speakers
Postage and slationery
Hire of accommodation
260
245
517

Page 12
E%SEX SOCtETY FOR FAMILY HISTORY
NufES TO THE ACCOUNfs- 31 MARCH 2023
19 NORTH WEsf ESSEX BRANCU
2023
2022
tNCOME
Excess of expendilure over income
29
29
EXPENDITURE
Hire of a¢commodation
29
29

ESSF.X SOCIETY FOR
AMILY HISTORY
FtNANCIAL STATEMEMS
FOR THE YEAR ENDED
31 MARCH 2023
Chari
No: 2￿)51
P KrrTLE FFA FIPA FFTA
Finaneigl Accountant

Page I
ESSEX SOCtETY FOR F.JlMILY HISTORY
TRUSTEES
Andrea Hewitt- Chair
Meryl Raivlings- Secrelary
Tanya Sewell- Treasurer
Elizabeth Cox
Ronald Knights - Resigned 15.10.22
Paul Stirland
John Young
Heather Feather
Pauline Adlcm
Colleen Deveni5h
Janice Sharpe
Eric Jude- Resigned 15.10.22
Helen LMatten- Resigned 15.10.22
Mary Ann Rix
Trevor William Rix
Barbara Harpin
David Cooper- Appointed 15.10.22
Toni Neobard- Appointed 15.10.22
Denise Somers- Appointed 15.10.22
Gillian Peregrine- Appointed 15.10.22
PRtNCIPAL OFFICE
ESFH Research Cen
CIO Essex Re￿rd Office
WharfRoad
Cheknsford
CM2 6YT
CHARITY REGISTRATION
290552
INDEPENDEwf EXAMINER
P Kittle FFA FIPA FFfA
Financial Accountsnt
37 Frdser Close
Chehn5ford
Essex CM2 OTD
CONfE￿[S
Pages 2-3
Trustees Retx)rt
Independent Examine￿ RetK)rt
Statement of Financial Activities
Balance Sheet
7-12
Note5 to the accounts

Pgge 2
ESSEX SOCIETY FOR FAMILY HISTORY
REPORT OF THE TRUSTEES
FOR THE y￿*R ENDED 31 MARCH 2023
The twstees present their report along iiith the fllwicial statement5 of the charity for the period ended
31 March ?023. The f￿ancIal statements have prepared in accordance with the accounting
policies set out on page 7 and comply with the charity's lrnst deed and applicable law.
Coostltutioll and objects
Essex Society for Family History is constitutcd undcr a trnst deed dated 24th September 1994. revised
in minor respects on 2019197. 2012199. 2019103. 2719108 and 27110120.
The charity's objects ar¢ to promote and encourdge the public study of British Family History.
genealogy, heraldry and local history with particular reference to Essex and to promote the
preservation. securitv 8nd accessibility of archival material.
Organisation
The trustees who have served during the period arc set out on page l. The trustees are elected from
fully paid up members of the so¢iety. Members of the con]mittc¢ arc SUbj￿t to clcction or rc-clcction
at the Annual General Meeting for one vear. The chairnian shall be in oifice for noi more than five
consecutive years and must have a break" of one year before seeking re-¢l¢¢tion.
Related Parties
The charity has a close relationship with The Federdtion of Family History Societie5 (FFHS). Details
of thc f￿anCIal and other support provided by the Essex Society for Family History is detailed in
note 6.
Reserves Poli¢y
The chartty's policy is to maintain sutTicient reseryes to cover its operational costs for at least the
following 3 tnonths. At the year end. the charity had sufficient reserves to comply with this policy.
The level of reserves is kept under close s¢rutiny by th¢ trustees.
Risk Management
The trustees have exatnined the major operational. strntegic and business risks which the Charity faces
and confm that appropriate systems are in place to mitigate the ¢ffects of these risks.
Public Benefit
The Trustees have complied with the duty in Section 17 of the Chariti¢s Act 2011 to have due regard
to public benefit guidance published by the Charities Commission. They have tyferred to the
guidance in the Charity Cofflmission's general guidance on Public Benefit whcn ￿VIewIng the Trust's
aims and objectives and in planning fi]ture actiNities as devnonstrated above.

Page 3
E&SEX SOCIETY FOR FAMILY HISTORY
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2023
Trustee's respo￿sIbilitieS in relation to ihe fina￿1￿[ slatements
LAiv applicable to chaTities in EnglaTtd and Wales requires the tntstecs to prepare financial ststcmcnts
for each financial period. which gtve a tThe and fair view of the charity's financial activities during the
period and of its financial position at the end of the peri(xl. In preparing those financial statements.
the trustees are requitTd to:
Select suitable accounting policies a￿1 then apply them consistently"
Make judgements and estimates that are re&8onable and prudenc
Stste whether applicable accounting standards and ststements of recommended prdctice
have followed subject to any dePartll￿s disclosed and explained in thc fmancial
statements; and
Prepare the fllLqncial statements on the goinD concern basis unless It is inappropriate to
presume that the charity will continue in business.
The trustees are resw)nsible for keeping accounting records wthich disclose with reasonable accurdcy
at any time the financial position of the charity and enable them to ensure that the financial statements
comply with the Charities Act ?01 l. They atE also responsible for safeguarding the assets of the
charity and hence for taking re&sonable steps for the prcvcntion and dctection of fraud and other
irregularities.
Appmved by the trustees and signed on their t*half by:
Chair of trustees
Essex Society for Family History

Page 4
INDEPENDENT ELIMINER'S REPORT TO
THE TRUSTEES OF ESSEX SOCIETY FOR FAMtLY HtSTORY
This report on the a¢¢ounts of the trustees for the year ended 31 March 2023, which are set out on
pages 5 to 12, is in respect of an examination carried oui under Section 145 of the Charities Act 2011.
Respective r￿ponsIbIlitieS of the trustees and examiner
The charity's trnstees are responsible for the prepardtion of the accounts. The chartty's trustees
consider that an audil is not required for this year under section 144 of the Charities Act 2011 ('rhe
Charities Act) and that an Independent examination is needed.
It is my responsibility to-
Examine the accounts under section 145 of the Charities Act.
To follow the procedures laid down in the Generdl Directions given by the Charity
Commissioners (under section 145(5)9(b) of th¢ Charities Act); and
To stat¢ whether in particular fflatters have come to my attention.
Basis of independent e￿Miner'S report
My ¢xaminaiion was carri¢d out in acco￿anCe with genet31 ditt¢tions given by the Charity
Commission. An examination includes a revaew of the a¢counting records kept by th¢ chariry and a
comparison of the a¢¢ounts presented wtth thos¢ re¢ords. It also includes considerdtion of any unusual
items or dis¢losur¢s in the a¢¢ounts and seeking explanations from the trustees concerning any such
matters. The procedures undertaken do not provide all the evidence that would be required in an audi¢
and consequentl>' no opinion is oiven as to Mthether the accounts present a 'truc and fair. view and the
report is limited to those matters set out in the Sthtrment ￿lOw.
Independent examiner's statement
In connection with my examination. no matter come to my attention:
(l) which gives me reasonable cause to klieve that ally material respecL the reqU1￿ments.
to keep a¢wunting records in accordance with Section 130 of the Charities Act;
to prepare aceounts which accord with the ￿)unting records and comply with the
accounting requirements of the Charities Act have not ixen met. or
(2) to which. in my opinion, attention should be drawn in order to ¢nabl¢ a prO￿r understanding
of the accounts to be reached.
P Kittle FFA FIPA FFfA
Financial Ac¢ountant
37 Frdser Close
Chelmsford
Essex CM? OTD
Date.. l rf￿￿em1￿.

Page 5
ESSEX SOCtF.TY FOR FAMILY HISTORY
STATF.MF.ST OF FLN"AI%'CL4L ACTIvfTIES
FOR THE YEAR EIITED 31 MARCH 2023
Noles
2023
2022
Incoming resourees
Subscriptions
Sales
Services supplied
Donations
Meetings in Essex
Interest received
Inveslment in¢om¢
Find my past
Miscellaneous
21.980
197
24.088
556
173
773
1.905
61
946
1.400
2.403
1,834
2,987
TOTAL INCOMING RESOURCES
29.041
30,424
Resources expended
Mcrchandising
So¢i¢ty payments
Search and certificat¢s service
Depreciation
Meetings in Essex
Hire of ae¢omm(Klation
The Essex Fatnily Historian
Postsge, tslephone, printing & stationery
Donations (Victoria CH- Essex)
ESFH Award
Projects
Credit card charge (PayPal)
Internetl¢omputer maintenance
Bank charges
Research room expenses
Mis¢¢llaneous expenses
Website development
Travel
Zoom
164
1.341
33
631
lJ52
3.116
7,631
2,847
900
1,000
698
l.(Al
532
7,822
1.103
1,150
1,000
193
407
165
96
17
58
3.082
236
768
428
393
125
193
2,624
344
768
23,416
906
20.495
906
Examiners fees
TOTAL RESOURCES EXPENDED
24J22
21.401
Net incomel{expenditure before
gaills & losses on inveslments
Net gainsl(losses} on investrnent
4.719
(2,425)
9.023
5,326
NET SURPLUS FOR YEAR
CARRIED TO GENERAL FUND
2294
14,349
The notes on pages 7 to 12 forn) part of these accounts

Page 6
ESSEX SOCTETY FOR FAMILY HLSTORY
BAL4NCE SHEET- 31 MARCH 2023
Notes
2023
2022
FIXED ASSETS
1.385
1.589
CURRENf ASSETS
STOCK
Library
BOOk￿CDS
io
2.995
390
3.414
395
3.385
3,809
Inve5ttnent5
Bank balances and cash in hand
14
12
64.342
61.305
66,767
53,350
129.032
123.926
CREDITORS and ACCRUAiS
Amounts falling due within one Jtar
Sundry creditor5 and accruals
13
(14.077)
11,469
NET CURRElYt ASSETS
114.955
112,457
NET ASSETS
116.34
114,046
REPRESENfED BY..
GE￿ERAL FUND . UNRESTIUCfED
Balance at l April ?022
Net Sulplus for the year
114.046
2.294
99,697
14,349
15
Balance at 31 March 2023
116,340
114,046
Approved by the Committee of T￿SteeS and signed on its khalf by:
Chair
Date of approval:
The notes on pages 7 to 12 forn) part of these accounts

Page 7
E&SEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL STATEMENfs-31 MARCH 2023
I PRINCIPAL ACCOUNTING POLICIES
Accountiug convention
The fin8n¢ial strteTnents are prepared under the historical cost convention and in accordance with the
Financial Reporting Standard for Smaller Entities (effective March 2000)- In preparing the financial
statements the charity follows best practi¢¢ as laid do%￿ in the Statement of Recommended Practice -
Accounting and Reporting by Chariti¢S (SORP 2005) issued in M&rh 2005.
Fund accounting
The charity's unrestricted fitnds ¢onsist of reserve5 which the charity may use for its purpose at its
own discretion.
Incoming resourees
Donations, legacies and similar incoming resources are recognised at their full amount in the peri(xl in
which they are receivable. Gifts-in-kind are in¢luded at a reasonable estimate of Ma￿¢t value. When
donors specify that grants and ."fts be for partÈcular purposes. the amount is included in the
appropriate fund (see Fund Accounting alKyve).
Resources expended
Resources expended are included in the Stat¢mellt of Financial A¢tiviti¢s ('SOFA') on an accruals
basis, inclusive of any irre¢overnble VAT. All costs have been directly attributed to on¢ of the
categories of the SOFA.
ManageTnent and advnintstration costs are those costs incuTred in running the charity as an
organisation.
Tangible Fi￿1 Amets
All assets or groups of similar assets Costing £100 or MO￿ are Capitalised at cost. Depreciation is
provided at the following annual rai¢s in order to off each asset over its estimated useful life.
The usefiil economic life of each c1&5s of assets is as follows:
Equipment 2￿/fj of cosL
Deferred Incoming Resources
Incoming resources received or receivable in th¢ Current accounting period but relating to the
following one are recorded as'deferred income". and shown as creditors in the balance sheeL
Taxation
The Trust has charitable staws and is afforded the lax exemptions set out in the Income Taxes Act
1988.
Stock
Stock ha5 kcn valued by the Trustees and it has not FKen subject to external examination.

Pgge 8
ESSEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL STATEMENTS- 31 h￿ICH 2023
I SALES
2023
2022
Bookstall- books I cards
Postal - CDS
12
544
188
197
556
2 SERVICES SUPPLIED
Magazine advertising
ESFH courier & search service
108
38
108
65
173
3 MEETINGS ￿ ESSEX
Refreshments
61
61
4 INTEREST RECEIVED
Charity Aid Foundation
COIF Deposit
942
946
5 MERCHANDISING
Opening stock
Purchases
Closing Stock at valuation
395
558
(390)
(395)
164
6 SOCIETY PAYMENIS
Subscriptions payable - FFHS
Conference and fairs
790
551
179
1,026
1,341
7 DEPRECIATION
Depreciation- equipment
Library
21M
427
271
427
631
698

Page 9
ESSEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE FINANCIAL STATEMENfs-31 MARCH 2023
2023
2022
8 I¥￿ETINGs IN ESSEX
Teas at mectings
Speakers at meetings
li
,630
1223
l J52
9 THE ESSEX FAMILY HISTORIAN
Printing
Postage
4J67
3264
5.479
2.343
7.631
7.822
10 LIBRARY
Openinu stock
Purchases
Depreciation of librdry StIKk
3.414
3,841
(427)
(427)
Closing stock
2,995
3,414
11 FL¥ED ASSETS
Equipment
COSTIVALUATION
At l April 2022
Additions
13,349
At 31 March 2023
13,349
DEPRECIATION
At l April 20??
Charge for the year
11,760
204
At 31 March 2023
11,964
WRrrrEN DOWN VALUE
At 31 March 2023
1.385
At 31 March 2022
.589

Page 10
F.SSF.X SOCtF.TY FOR FAMtI.Y HISTORY
NOTES TO THE ACCOUNTS-31 MARCH 2023
12 BANK BALANCFS
CASH IN HAND
2023
2022
Branches: Bank and Buildtng
SoKiety accounts
1.040
614
Floats
Cash in hand
CAF- Current A¢count
CAF - Savings
COIF fund deposit Accowit
C(pOperative Bank
Paypal
66
5.554
38.799
11.477
3.154
1.215
6.021
30,028
11.276
4.060
1.345
61 J05
53.351
13 SUNDRY CREDrroRS ACCRUAIS
Accruals
Subscriptions paid in advanc¢
8,950
10,564
14.077
11.469
14 INVESTMEKr
CCLA COIF Chariti¢5 Investment Fund*
(30J6.06 Income Units @ 1944.25 unit}""
(397.99 Income Units @ 1944.?5 per unit)
56.885
7.457
59.029
7.738
**
64J42
66,767
*Purcha5ed on ?111112013 under account no. 101410001T 3036.06 units in th¢ COIF Charities
Investtnent Fund Income Units at a lotsl cost of £35,000.00.
Purchased 021071?015 und¢r account no. 101410(M)IT - 397.99 units in the COIF Charities
Investsnent Fund Income Units at a total Cost of £5.000.00.
** Selling price valuation at 3110312022
15 NET SURPLUS (DEFicrf) FOR THE YEAR
Headquarters
S.E. Branch
W. Branch
N.E. Branch
N.W. Brdnch
1.808
349
83
54
15.548
(463)
(190)
(517)
17
18
19
20
2.294
14.349

Page 11
ESSEX SOCIETY FOR FAMILY HISTORY
NOTES TO THE AccouKfs-31 MARCH 2023
2023
2022
16 SOUTH EAST ESSEX BRANCH
INCOME
Donations
Excess of income over expenditure
745
(349)
463
396
463
EXPENDITURE
Meetings in Essex
Sp¢akers
P05tsge & Stationery
Hire of accommodation
Miscellaneous
Payments to Head Office
27
33
30
95
243
430
396
463
17 WEST ESSEX BRANCH
INCOME
Miscellaneous Income
Meetings in Essex
Donations
Excess of income over expenditLffe
15
131
(83)
190
190
EXPENDITURE
Speakers
Postsge, stationery etc
63
190
190
18 IYORTH EAST ESSEX BRANCH
INCOME
Donations
Meetings in Essex
Excess of income over expenditure
17
(54)
514
517
EXPENDITURE
Meetings An Essex
Speakers
Postage and slationery
Hire of accommodation
260
245
517

Page 12
E%SEX SOCtETY FOR FAMILY HISTORY
NufES TO THE ACCOUNfs- 31 MARCH 2023
19 NORTH WEsf ESSEX BRANCU
2023
2022
tNCOME
Excess of expendilure over income
29
29
EXPENDITURE
Hire of a¢commodation
29
29