WILTSHIRE FAMILY HISTORY SOCIETY

Charity number: 290284
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A. To promote and encourage the public study of family history, genealogy, heraldry and local history with particular reference to Wiltshire. B. To promote the preservation, security, accessibility of archival material.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £42,272
Total expenditure: £45,228

People

9 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Swindon
  • Wiltshire

Governance

Registration history:
  • 22 October 1984: 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 policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Susan Lewis Trustee 24 April 2025
None on record
Jerry KING Trustee 24 September 2024
None on record
John Raymond Mills Trustee 26 September 2022
THE SWINDON FAMILY CONTACT CENTRE
Received: On time
Florence Jane Syckelmoore Trustee 18 September 2021
None on record
Jennifer Mary Pope Trustee 21 September 2019
None on record
William Robert Knightley Trustee 15 September 2018
None on record
Susan Frances Wight Trustee 16 September 2017
None on record
MICHAEL DAVID LANGTREE Trustee 19 September 2015
None on record
PERSIS WILTSHIRE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £42.77k £42.45k £59.58k £38.68k £42.27k
Total expenditure £52.30k £33.79k £42.50k £43.78k £45.23k
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 March 2024 19 November 2024 On time
Accounts and TAR 31 March 2024 19 November 2024 On time Download Open in new window
Annual return 31 March 2023 21 May 2024 111 days late
Accounts and TAR 31 March 2023 21 May 2024 111 days late Download Open in new window
Annual return 31 March 2022 30 September 2022 On time
Accounts and TAR 31 March 2022 30 September 2022 On time Download Open in new window
Annual return 31 March 2021 28 September 2021 On time
Accounts and TAR 31 March 2021 28 September 2021 On time Download Open in new window
Annual return 31 March 2020 23 September 2020 On time
Accounts and TAR 31 March 2020 23 September 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 16 JUNE 1984 AS AMENDED 19 JUNE 1999, 17 JUNE 2006, 20 MAY 2008 AND 20 JUNE 2009 as amended on 15 Sep 2018

Charitable objects

(A) TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF BRITISH FAMILY HISTORY, GENEALOGY, HERALDRY AND LOCAL HISTORY WITH PARTICULAR REFERENCE TO WILTSHIRE. (B) TO PROMOTE THE PRESERVATION, SECURITY AND ACCESS ABLITY OF ARCHIVAL MATERIAL.

Area of benefit

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

WILTSHIRE

Contact information

Address:
Unit 3 Bath Road Business Centre
Bath Road
Devizes
Wiltshire
SN10 1XA
Phone:
01380724379
Email:
admin@wiltshirefhs.co.uk
Website:

www.wiltshirefhs.co.uk Open in new window