DEVON FAMILY HISTORY SOCIETY

Charity number: 282490
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We promote the study of genealogy and history, especially of Devon families and places, providing help and advice at meetings, fairs, our research centre and via our website. We actively encourage the preservation and transcription of relevant documents and records, especially for the county of Devon.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £76,819
Total expenditure: £76,788

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
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Defined Groups
  • 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
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Devon
  • Plymouth City
  • Torbay

Governance

Registration history:
  • 22 June 1981: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Janet Mary Few Chair 03 October 2020
None on record
Margaret Lillian Roberts Trustee 01 November 2024
DEVON FAMILY HISTORY SOCIETY
Recently registered
THE FEDERATION OF FAMILY HISTORY SOCIETIES
Received: On time
THE FAMILY HISTORY SOCIETY OF CHESHIRE
Received: On time
Philip Edward James Trustee 01 November 2024
DEVON FAMILY HISTORY SOCIETY
Recently registered
David George Morecombe Trustee 01 November 2022
DEVON FAMILY HISTORY SOCIETY
Recently registered
Helen Finch Shields Trustee 01 November 2022
DEVON FAMILY HISTORY SOCIETY
Recently registered
Richard Edward Mallett Trustee 01 November 2022
DEVON FAMILY HISTORY SOCIETY
Recently registered
Jane Arlene Braund Trustee 07 December 2020
DEVON FAMILY HISTORY SOCIETY
Recently registered
Janice Marie Parkman Trustee 03 October 2020
9TH/21ST PLYMOUTH SCOUT GROUP
Received: On time
DEVON FAMILY HISTORY SOCIETY
Recently registered
Sally Elizabeth Macdougall Trustee 03 October 2020
None on record
Dr Stuart Andrew Windsor Trustee 01 November 2019
DEVON FAMILY HISTORY SOCIETY
Recently registered
THE SOUTH WEST HERITAGE TRUST
Received: On time
Joan Smith Trustee 01 November 2019
DEVON FAMILY HISTORY SOCIETY
Recently registered
Sarah Margaret Heggie Trustee 09 April 2019
DEVON FAMILY HISTORY SOCIETY
Recently registered

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £72.56k £80.06k £69.45k £75.21k £76.82k
Total expenditure £63.11k £68.20k £70.61k £76.94k £76.79k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £1.00k £1.00k 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 2024 08 June 2025 On Time
Accounts and TAR 31 December 2024 08 June 2025 On Time Download Open in new window
Annual return 31 December 2023 25 May 2024 On Time
Accounts and TAR 31 December 2023 25 May 2024 On Time Download Open in new window
Annual return 31 December 2022 07 April 2023 On Time
Accounts and TAR 31 December 2022 07 April 2023 On Time Download Open in new window
Annual return 31 December 2021 15 April 2022 On Time
Accounts and TAR 31 December 2021 15 April 2022 On Time Download Open in new window
Annual return 31 December 2020 19 June 2021 On Time
Accounts and TAR 31 December 2020 19 June 2021 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Devon Family History Society
PO Box 9
Exeter
EX2 6YP
Phone:
01392 433212