THE SOMERSET AND DORSET FAMILY HISTORY SOCIETY
To advance the education of the public in the study of family history, genealogy and heraldry with particular reference to Somerset and Dorset.To promote the preservation, security, accessibility and publication of archival material
Financial health, per its FY2024 accounts
The accounts state that the charity held unrestricted general reserves of £100,125, which the trustees note covers in excess of one year’s operating activities. Although the charity reported a net decrease in funds of £7,172 for the year, its total bank and deposit balances remained strong at £134,541. The trustees maintain a reserves policy target of six months' operating activity, a threshold the current unrestricted reserves significantly exceed.
What the accounts disclose
“The trustees aim to hold sufficient reserves to meet six months operating activity of the charity.” — page 7
Trustees
- Allan Bicknell
- Christopher Allen Hall
- EDWARD ALAN UDALL
- Heather Jane Brannon
- Ivan Trevor Gould
- Jane Mary Sharp
- Jennifer McGowan
- John Dennis Brooking
- John Sydney Burt
- John Tanner
- Laura Lyon
- Paul David Radford
- Steven Ernest Wilkinson
- Susan Claire Wilson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £48k | £55k |
| 31/12/2023 | £45k | £57k |
| 31/12/2022 | £66k | £45k |
| 31/12/2021 | £67k | £44k |
| 31/12/2020 | £43k | £40k |
Common questions
Is THE SOMERSET AND DORSET FAMILY HISTORY SOCIETY financially healthy?
Per its FY2024 accounts: The accounts state that the charity held unrestricted general reserves of £100,125, which the trustees note covers in excess of one year’s operating activities. Although the charity reported a net decrease in funds of £7,172 for the year, its total bank and deposit balances remained strong at £134,541. The trustees maintain a reserves policy target of six months' operating activity, a threshold the current unrestricted reserves significantly exceed. Its FY2024 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 25/01/2006 | £5k | "The Group Will Purchase And Network 6 Computers To Support I.T. Classes For People With Little Or No Experience Of Computing. More Than 70 U" |
| The National Lottery Community Fund | 19/01/2006 | £5k | Computer classes |