DORSET FAMILY HISTORY SOCIETY

Charity number: 801504
Charity reporting is up to date (1 day late)

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 the County of Dorset. (b) To promote the preservation, security and accessibility of archival material.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £53,366
Total expenditure: £26,142

People

12 Trustee(s)

30 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:
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Bournemouth
  • Dorset
  • Poole

Governance

Registration history:
  • 08 May 1989: 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
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • 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
  • Social media 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
Mervyn Roy Goddard Chair 17 November 2020
None on record
SHEILA LONG Trustee 15 November 2022
None on record
ANGELA MARY PARKER-HARRIS Trustee 15 November 2022
None on record
LINDA ADAMS Trustee 15 November 2022
None on record
SHIRLEY ANNE ROBINSON Trustee 15 November 2022
None on record
SHEILA TANNER Trustee 15 November 2022
None on record
LORRAINE SQUIRES Trustee 17 November 2020
None on record
CHERRY DIANE FISHER Trustee 30 June 2019
None on record
DEBBIE WINTER Trustee 09 November 2015
None on record
CHRISTINE MARGARET CHUCK Trustee 09 November 2015
None on record
JUNE MARGARET TAYLOR Trustee 10 November 2014
None on record
RICHARD ROY YATES Trustee 05 March 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £19.32k £17.58k £18.05k £20.00k £53.37k
Total expenditure £25.38k £25.27k £20.80k £22.01k £26.14k
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 September 2023 31 July 2024 1 days late
Accounts and TAR 30 September 2023 31 July 2024 1 days late Download Open in new window
Annual return 30 September 2022 24 July 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 31 July 2022 1 days late
Accounts and TAR 30 September 2021 Not Required
Annual return 30 September 2020 29 July 2021 On Time
Accounts and TAR 30 September 2020 Not Required
Annual return 30 September 2019 21 July 2020 On Time
Accounts and TAR 30 September 2019 Not Required
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 18TH JANUARY 1988

Charitable objects

TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF FAMILY HISTORY, GENEALOGY, HERALDRY AND LOCAL HISTORY WITH PARTICULAR REFERENCE TO THE COUNTY OF DORSET. TO PROMOTE THE PRESERVATION, SECURITY AND ACCESSIBILITY OF ARCHIVAL MATERIAL.

Area of benefit

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

DORSET

Contact information

Address:
DORSET FAMILY HISTORY SOCIETY
STANLEY HOUSE
3 FLEETS LANE
POOLE
BH15 3AJ
Phone:
01202785623
Email:
contact@dorsetfhs.org.uk
Website:

www.dorsetfhs.org.uk Open in new window