BERKSHIRE FAMILY HISTORY SOCIETY

Charity number: 1204390
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The society works to advance education of the public in research into family history and genealogy, primarily but not exclusively within the boundaries of the pre-1974 Royal County of Berkshire; including Abingdon and the Vale of the White Horse. It also works to promote preservation, transcription, indexing and ready public accessibility of related records and information.

Income and expenditure

Data for financial year ending 30 April 2024

Total income: £41,615
Total expenditure: £54,779

People

11 Trustee(s)

79 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Buckinghamshire
  • Oxfordshire
  • Reading
  • West Berkshire

Governance

Registration history:
  • 17 August 2023: CIO registration
  • 01 July 2024: Funds received from 283010 BERKSHIRE FAMILY HISTORY SOCIETY
Organisation type:
CIO
Other names:
  • BERKSFHS (Working name)
Gift aid:
No information available
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Catherine Louise Sampson Chair 17 August 2023
None on record
David John Purling Trustee 19 June 2024
None on record
Alison Clare Pedley Trustee 19 June 2024
None on record
Nicholas Paul Prince Trustee 17 August 2023
None on record
Martin Alan Pilkington Trustee 17 August 2023
None on record
Sandra Barkwith Trustee 17 August 2023
None on record
John Dunne Trustee 17 August 2023
None on record
Leigh Trevor Dworkin Trustee 17 August 2023
WINDSOR MENCAP
Received: On time
Gillian Shirley Stevens Trustee 17 August 2023
None on record
Victoria Claire Chesterman Trustee 17 August 2023
None on record
ANDREW JOHN RICE Trustee 17 August 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 30/04/2024
Total gross income £41.62k
Total expenditure £54.78k
Income from government contracts N/A
Income from government grants 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 April 2024 13 February 2025 On time
Accounts and TAR 30 April 2024 13 February 2025 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.

CIO - ASSOCIATION Registered 17 Aug 2023

Charitable objects

(1) TO ADVANCE PUBLIC EDUCATION IN RESEARCH INTO FAMILY HISTORY AND GENEALOGY, PRIMARILY BUT NOT EXCLUSIVELY WITHIN THE BOUNDARIES OF THE PRE 1974 ROYAL COUNTY OF BERKSHIRE, AND, (2) TO WORK TO PROMOTE THE PRESERVATION, TRANSCRIPTION, INDEXING AND READY PUBLIC ACCESSIBILITY OF RELATED RECORDS AND INFORMATION.

Contact information

Address:
CENTRE FOR HERITAGE/FAMILY HISTORY
SECOND FLOOR
READING CENTRAL LIBRARY
ABBEY SQUARE
READING
RG1 3BQ
Phone:
01189509553
Email:
secretary@berksfhs.org.uk
Website:

https://berksfhs.org/ Open in new window