OXFORDSHIRE FAMILY HISTORY SOCIETY

Charity number: 275891
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A- To promote and advance the study of family history and genealogy with particular reference to the county of Oxfordshire. B- To locate, preserve, publish where applicable and make available relevant documents and archival material. C- Hold regular meetings, produce three journals per year and attend other societies and organisations fairs.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £56,435
Total expenditure: £45,903

People

11 Trustee(s)

150 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:
  • Provides Human Resources
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 14 June 1978: Standard registration
Organisation type:
Other
Other names:
  • OFHS (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Charles George Arthur Whitehead Trustee 02 April 2025
None on record
Kathyrn Wait Trustee 05 March 2025
None on record
Alison Louise Jones Trustee 24 June 2024
None on record
Anne Elizabeth Ramon Trustee 01 February 2023
EAST SURREY FAMILY HISTORY SOCIETY
Received: On time
Charles Henry Eldridge Trustee 06 April 2022
None on record
Angela Christine Trueman Trustee 07 April 2021
None on record
Kevin Poile Trustee 07 December 2016
None on record
Susan Mattheus Trustee 07 December 2016
None on record
JOHN CRAMER Trustee 23 June 2014
None on record
SUE HONORE Trustee 26 October 2012
None on record
MALCOLM DAVID AUSTEN Trustee
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 £47.39k £44.08k £54.62k £55.33k £56.44k
Total expenditure £42.80k £47.47k £39.07k £48.00k £45.90k
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 25 October 2024 On Time
Accounts and TAR 31 December 2023 25 October 2024 On Time Download Open in new window
Annual return 31 December 2022 04 July 2023 On Time
Accounts and TAR 31 December 2022 04 July 2023 On Time Download Open in new window
Annual return 31 December 2021 25 July 2022 On Time
Accounts and TAR 31 December 2021 25 July 2022 On Time Download Open in new window
Annual return 31 December 2020 07 July 2021 On Time
Accounts and TAR 31 December 2020 07 July 2021 On Time Download Open in new window
Annual return 31 December 2019 13 October 2020 On Time
Accounts and TAR 31 December 2019 13 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 20 MAR 1978 AS AMENDED ON 15 MAY 1985 AS AMENDED ON 28 OCT 1996 AS AMENDED ON 26 OCT 1998 AS AMENDED ON 26 JUN 2017 AS AMENDED ON 25 JUN 2018 as amended on 24 Jan 2022

Charitable objects

A. TO ADVANCE EDUCATION IN FAMILY HISTORY AND GENEALOGY PRIMARILY WITHIN THE POST-1974 COUNTY OF OXFORDSHIRE B. TO COLLECT, INDEX, CO-ORDINATE, PUBLISH AND MAKE ACCESSIBLE IN THE INTERESTS OF FAMILY HISTORY AND GENEALOGY ANY RELEVANT DOCUMENT OR RECORDS RELATING TO THE COUNTY C. TO PROMOTE THE PRESERVATION OF SUCH DOCUMENTS OR RECORDS D. TO ENCOURAGE THE STUDY OF FAMILY HISTORY AND GENEALOGY E. TO ASSIST EDUCATIONALLY BY LECTURES OR OTHERWISE IN RECORD RESEARCH F. TO CO-OPERATE WITH FAMILY HISTORY AND OTHER SOCIETIES WITH SIMILAR INTERESTS.

Area of benefit

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

PRIMARILY WITHIN THE POST-1974 COUNTY OF OXFORDSHIRE.

Contact information

Address:
OXFORDSHIRE RECORDS OFFICE
ST. LUKES CHURCH
TEMPLE ROAD
OXFORD
OX4 2HT
Phone:
01865358151
Email:
secretary@ofhs.uk
Website:

http://www.ofhs.uk/ Open in new window