GWENT FAMILY HISTORY SOCIETY

Charity Number: 702333
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We provide education and training in the techniques of family history research. We encourage the conservation of documents and structures, which record details of social and family history. We sponsor and provide volunteers to undertake research into such documents and thereby act as an umbrella or resource body.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £7,684
Total expenditure: £7,646

People

8 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

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
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Blaenau Gwent
  • Caerphilly
  • Monmouthshire
  • Newport City
  • Torfaen

Governance

Registration history:
  • 15 January 1990: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Investment
  • Risk management
  • 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
FAY PARRY Chair 27 March 2011
None on record
Keith Daniels Trustee 05 October 2018
None on record
Joan Daniels Trustee 05 October 2018
None on record
Jennifer Mullen Trustee 20 October 2015
None on record
CLAIRE OTTON Trustee 27 March 2011
None on record
NORMAN GEOFFREY EXCELL Trustee
None on record
Nicola Ann Thomas Trustee
MID TORFAEN MINISTRY AREA
Charity reporting is overdue by 969 days
Malcolm Leslie Otton Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £6.59k £5.56k £5.36k £6.77k £7.68k
Total expenditure £4.56k £3.38k £3.69k £4.75k £7.65k
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 30 June 2024 22 January 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 21 June 2024 52 days late
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 15 March 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 04 February 2022 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 16 December 2020 On Time
Accounts and TAR 30 June 2020 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 03/10/1998 AS AMENDED ON 02/11/2002 AS AMENDED ON 30/10/2003 AS AMENDED ON 20/10/2012 AS AMENDED ON 15 OCT 2016

Charitable objects

A TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF BRITISH FAMILY HISTORY, GENEALOGY, HERALDRY AND LOCAL HISTORY WITH PARTICULAR REFERENCE TOE TH COUNTY OF GWENT. B TO PROMOTE THE PRESERVATION, SECURITY AND ACCESSABILITY OF ARCHIVAL MATERIAL.

Area of benefit

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

COUNTY OF GWENT AND ELSEWHERE

Contact information

Address:
55 AILESBURY STREET
NEWPORT
NP20 5ND
Phone:
01633672833
Email:
treasurer@gwentfhs.org.uk
Website:

http://gwentfhs.org.uk Open in new window