DEVON FAMILY HISTORY SOCIETY

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
People

12 Trustee(s)
45 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Arts/culture/heritage/science
- Environment/conservation/heritage
- Recreation
- Children/young People
- Elderly/old People
- People With Disabilities
- People Of A Particular Ethnic Or Racial Origin
- Other Defined Groups
- The General Public/mankind
- 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
- Devon
- Plymouth City
- Torbay
Governance
- 22 June 1981: Standard registration
No other names
- 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
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 | ||||||
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Dr Janet Mary Few | Chair | 03 October 2020 |
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Margaret Lillian Roberts | Trustee | 01 November 2024 |
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Philip Edward James | Trustee | 01 November 2024 |
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David George Morecombe | Trustee | 01 November 2022 |
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Helen Finch Shields | Trustee | 01 November 2022 |
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Richard Edward Mallett | Trustee | 01 November 2022 |
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Jane Arlene Braund | Trustee | 07 December 2020 |
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Janice Marie Parkman | Trustee | 03 October 2020 |
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Sally Elizabeth Macdougall | Trustee | 03 October 2020 |
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Dr Stuart Andrew Windsor | Trustee | 01 November 2019 |
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Joan Smith | Trustee | 01 November 2019 |
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Sarah Margaret Heggie | Trustee | 09 April 2019 |
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Financial history
Financial period end date
Income / Expenditure | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £72.56k | £80.06k | £69.45k | £75.21k | £76.82k | |
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Total expenditure | £63.11k | £68.20k | £70.61k | £76.94k | £76.79k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | £1.00k | £1.00k | N/A |
Accounts and annual returns
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 |
Governing document
It is not the full text of the charity's governing document.
CONSTITUTION AS AMENDED 25TH MARCH 1981 AS AMENDED 22ND OCTOBER 1989, 4TH OCTOBER 1997, 4TH OCTOBER 2003 AND 1ST OCTOBER 2005. AS AMENDED ON 01 OCT 2016 as amended on 06 Oct 2018
Charitable objects
TO PROMOTE THE STUDY OF GENEALOGY AND HISTORY, ESPECIALLY OF DEVON FAMILIES AND PLACES, TO EDUCATE THE PUBLIC THEREIN THROUGH ADVICE AND INSTRUCTION, AND, FOR THE PUBLIC BENEFIT, TO ENCOURAGE THE PRESERVATION AND TRANSCRIPTION OF RELEVANT DOCUMENTS AND RECORDS, ESPECIALLY FOR THE COUNTY OF DEVON.
Area of benefit
NOT DEFINED
Contact information
- Address:
-
Devon Family History Society
PO Box 9
Exeter
EX2 6YP
- Phone:
- 01392 433212
- Email:
- treasurer@devonfhs.org.uk
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