LIVERPOOL AND SOUTH WEST LANCASHIRE FAMILY HISTORY SOCIETY

Charity number: 512906
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The society continues the service it began over 30 years ago. 6 groups offer help and support in researching family history in each of the areas covered by the Society and informational talks and group meetings are offered throughout the year. 10 help desks are run in conjunction with local libraries over a 50 mile radius. A vastly improved website is now available to both members and non members.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £13,370
Total expenditure: £12,604

People

8 Trustee(s)

63 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
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Lancashire
  • Liverpool City
  • Sefton
  • Wirral

Governance

Registration history:
  • 19 July 1982: Standard registration
Organisation type:
Other
Other names:
  • LIVERPOOL AND DISTRICT FAMILY HISTORY SOCIETY (Previous name)
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
  • Investing charity funds 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 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ann Croft Trustee 01 January 2025
None on record
Mary Allan Trustee 23 October 2024
None on record
Belinda Shaw Trustee 25 February 2024
None on record
Brian Whitehead Trustee 21 October 2023
None on record
Alison Anyon Trustee 21 October 2023
None on record
Susan Atkins Trustee 16 October 2021
None on record
Robert Barry Peacock Trustee 23 September 2018
None on record
Shelagh Boardman Trustee 15 February 2015
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 £11.19k £13.55k £11.98k £13.92k £13.37k
Total expenditure £11.39k £10.17k £10.99k £10.97k £12.60k
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 23 July 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 10 July 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 01 September 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 06 October 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 09 September 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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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 08/06/1982 AS AMENDED ON 11/11/1989 AS AMENDED ON 26/10/1991 AS AMENDED ON 24/01/1993 AS AMENDED ON 19/04/1998 AS AMENDED ON 04/10/2006 AS AMENDED ON 15/10/2011 as amended on 16 Oct 2021

Charitable objects

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE STUDY OF FAMILY HISTORY AND GENEALOGY.

Area of benefit

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

THE PART OF LANCASHIRE KNOWN AS THE HUNDRED OF WEST DERBY

Contact information

Address:
42 Ledger Road
Haydock
ST. HELENS
WA11 0DX
Phone:
01744731287
Email:
secretary@lswlfhs.org.uk
Website:

www.lswlfhs.org.uk Open in new window