Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Mainly female board: -1

Large volunteers +5

Overall GiG Score: 4

ESSEX SOCIETY FOR FAMILY HISTORY

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.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£29	£24	£5	n/a	n/a	n/a	n/a	n/a	75
31/03/22		£30	£21	£9	n/a	n/a	n/a	n/a	n/a	90
31/03/21		£28	£20	£8	n/a	n/a	n/a	n/a	n/a	90
31/03/20		£31	£26	£5	n/a	n/a	n/a	n/a	n/a	90
31/03/19		£32	£25	£7	n/a	n/a	n/a	n/a	n/a	100
31/03/18		£35	£30	£5	£0	£0	£0	n/a	0	0
31/03/17		£31	£34	£-2	£0	£0	£0	n/a	0	0
31/03/16		£29	£37	£-8	£0	£0	£0	n/a	0	0
31/03/15		£65	£67	£-2	£0	£0	£0	n/a	0	0
31/03/14		£32	£47	£-15	£0	£0	£0	n/a	0	0
31/03/13		£36	£43	£-7	£0	£0	£0	n/a	0	0
31/03/12		£38	£42	£-3	£0	£0	£0	n/a	0	0
31/03/11		£47	£45	£2	£0	£0	£0	n/a	0	0
31/03/10		£50	£47	£3	£0	£0	£0	n/a	0	0
31/03/09		£48	£47	£1	£0	£0	£0	n/a	0	0
31/03/08		£49	£50	£-1	£0	£0	£0	n/a	0	0
31/03/07		£45	£55	£-10	£0	£0	£0	n/a	0	0
31/03/06		£57	£58	£-1	£0	£0	£0	n/a	0	0
31/03/05	*	£64	£66	£-2	£0	£0	£0	n/a	0	0
31/03/04		£93	£90	£4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 39 years

www.esfh.org.uk

01245 283486

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Essex,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
75 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

ANDREA THEODORA HEWITT (Chair) Appointed: 2018

COLLEEN DENISE DEVENISH Appointed: 2016

ELIZABETH MARY TAYLOR COX Appointed: 2013

GILLIAN MARY PEREGRINE Appointed: 2022

HEATHER LILIAN FEATHER

JOHN MICHAEL YOUNG Appointed: 2015

JANICE MARY SHARPE Appointed: 2017

JEAN-MARC BAZZONI Appointed: 2023

MERYL GLORIA RAWLINGS Appointed: 2011

PAUL ROGER STIRLAND

PAULINE LESLIE ADLEM Appointed: 2011

TONI LORRAINE NEOBARD Appointed: 2022

TANYA SIMONE SEWELL Appointed: 2021

DENISE SOMERS Appointed: 2022, Other trusteeship: CHURCH OF OUR SAVIOUR,

Legal constitution

Charity registered in England & Wales on 26/11/1984, number: 290552

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Investment
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR05: 1 days late,

Main office

c/o Essex Record Office
Wharf Road
Chelmsford
Essex
CM2 6YT

Objectives

(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.

Defined Area of Benefit:

ESSEX

Data Sources