THE SOMERSET AND DORSET FAMILY HISTORY SOCIETY

Charity number: 1010351
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance the education of the public in the study of family history, genealogy and heraldry with particular reference to Somerset and Dorset. To promote the preservation, security, accessibility and publication of archival material

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £44,590
Total expenditure: £57,310

People

14 Trustee(s)

35 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:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Dorset
  • Somerset

Governance

Registration history:
  • 08 April 1992: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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
Heather Jane Brannon Trustee 10 January 2025
None on record
Elizabeth May Damaris Shearwood-Porter Trustee 12 January 2024
None on record
John Sydney Burt Trustee 18 August 2023
None on record
Steven Ernest Wilkinson Trustee 28 October 2022
None on record
Laura Lyon Trustee 15 October 2021
None on record
Ivan Trevor Gould Trustee 30 April 2021
None on record
Christopher Allen Hall Trustee 31 July 2020
None on record
Susan Claire Wilson Trustee 24 January 2020
None on record
Paul David Radford Trustee 01 January 2019
None on record
Jane Mary Sharp Trustee 01 January 2019
None on record
Jennifer McGowan Trustee 01 September 2015
None on record
John Dennis Brooking Trustee 01 September 2015
None on record
John Tanner Trustee 01 September 2015
None on record
EDWARD ALAN UDALL Trustee 09 September 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £47.87k £42.76k £67.16k £65.60k £44.59k
Total expenditure £37.43k £39.94k £44.35k £44.81k £57.31k
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 December 2023 08 October 2024 On Time
Accounts and TAR 31 December 2023 08 October 2024 On Time Download Open in new window
Annual return 31 December 2022 11 October 2023 On Time
Accounts and TAR 31 December 2022 11 October 2023 On Time Download Open in new window
Annual return 31 December 2021 26 September 2022 On Time
Accounts and TAR 31 December 2021 26 September 2022 On Time Download Open in new window
Annual return 31 December 2020 21 September 2021 On Time
Accounts and TAR 31 December 2020 21 September 2021 On Time Download Open in new window
Annual return 31 December 2019 07 October 2020 On Time
Accounts and TAR 31 December 2019 07 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 28/09/1991 AS AMENDED ON 06/07/2002 AS AMENDED ON 24/09/2011 as amended on 18 Sep 2021 as amended on 28 Sept 2024

Charitable objects

(1)TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE STUDY OF FAMILY HISTORY, GENEALOGY AND HERALDRY WITH PARTICULAR REFERENCE TO SOMERSET AND DORSET. (2)TO PROMOTE THE PRESERVATION, SECURITY, ACCESSIBILITY AND PUBLICATION OF ARCHIVAL MATERIAL.

Area of benefit

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

SOMERSET, DORSET

Contact information

Address:
Broadway House
Peter Street
Yeovil
BA20 1PN
Phone:
01935429609
Email:
society@sdfhs.org
Website:

https://sdfhs.org/ Open in new window