ESSEX SOCIETY FOR FAMILY HISTORY

Charity Number: 290552
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Collection and transcription of original source material in the Essex Record Office, in Essex churches and churchyards, in Essex parish registers etc. Production of CDs of this material to widen access to these records. Monthly meetings and talks on local and family history at four venues across Essex. Attendance/promotion of Fairs / Open Days at Libraries and similar institutions.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £30,744
Total expenditure: £27,054

People

14 Trustee(s)

60 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Essex

Governance

Registration history:
  • 26 November 1984: Standard registration
Organisation type:
Other
Other names:
  • E S F H (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrea Theodora Hewitt Chair 15 September 2018
None on record
Jeffrey Frank Porter Trustee 19 October 2024
None on record
Christine Stringer Trustee 19 October 2024
None on record
Denise Somers Trustee 15 October 2022
CHURCH OF OUR SAVIOUR
Received: On time
Gillian Mary Peregrine Trustee 15 October 2022
None on record
TONI LORRAINE NEOBARD Trustee 15 October 2022
None on record
Tanya Simone Sewell Trustee 16 October 2021
None on record
Colleen Denise Devenish Trustee 17 September 2016
None on record
JOHN MICHAEL YOUNG Trustee 19 September 2015
None on record
ELIZABETH MARY TAYLOR COX Trustee 17 November 2013
None on record
MERYL GLORIA RAWLINGS Trustee 21 November 2011
None on record
PAULINE LESLIE ADLEM Trustee 14 November 2011
None on record
HEATHER LILIAN FEATHER Trustee
None on record
PAUL ROGER STIRLAND Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £31.31k £28.24k £30.42k £29.04k £30.74k
Total expenditure £25.82k £20.04k £21.40k £24.32k £27.05k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 08 December 2024 On Time
Accounts and TAR 31 March 2024 08 December 2024 On Time Download Open in new window
Annual return 31 March 2023 17 November 2023 On Time
Accounts and TAR 31 March 2023 17 November 2023 On Time Download Open in new window
Annual return 31 March 2022 01 November 2022 On Time
Accounts and TAR 31 March 2022 01 November 2022 On Time Download Open in new window
Annual return 31 March 2021 24 October 2021 On Time
Accounts and TAR 31 March 2021 24 October 2021 On Time Download Open in new window
Annual return 31 March 2020 29 October 2020 On Time
Accounts and TAR 31 March 2020 29 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 6TH OCTOBER 1984 AND AS AMENDED 20TH FEBRUARY 1999 AND 20TH SEPTEMBER 2003 AND 27 SEPTEMBER 2008 as amended on 17 Oct 2020 as amended on 23 Mar 2023

Charitable objects

(A) TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF BRITISH FAMILY HISTORY, GENEALOGY, HERALDRY AND LOCAL HISTORY WITH PARTICUALR REFERENCE TO ESSEX. (B) TO PROMOTE THE PRESERVATION, SECURTIY AND ACCESSIBILITY OF ARCHIVAL MATERIAL.

Area of benefit

The area the charity can operate in, as set out in its governing document.

ESSEX

Contact information

Address:
c/o Essex Record Office
Wharf Road
Chelmsford
Essex
CM2 6YT
Phone:
01245 283486
Email:
hontreasurer@esfh.org.uk
Website:

www.esfh.org.uk Open in new window