SOCIETY OF GENEALOGISTS
Registered charity 233701 · accounts filings on the Charity Commission register · also known as THE SOCIETY OF GENEALOGISTS
The Charity's aims are to promote and encourage the study of genealogy. It carries this out by amassing a huge resource library and archive for research, offers lectures and education and produces publications, all to aid study. It preserves an archive with unique record collections collected over the last 100 years. It also offers expert advice to all.
Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts
Financial health, per its FY2024 accounts
The accounts state that the Society reported a net outgoing resources of £309,525 for the year ended 31 December 2024, resulting in a decrease in total fund balances from £7,864,102 to £7,554,577. The Trustees note that while free reserves notionally represented less than their six-month target, designated funds include over £2 million in accessible cash investments to meet liquidity needs. The auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified.
Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves position: below the charity's own stated reserves policy (held: £7.6m; policy: six months of the Charity’s running costs)
“Whereas at 31st December 2024 the balance of free reserves notionally represented less than the target of six months running costs, the designated funds includes over £2 million in Cash Fund investments which can be accessed freely and immediately to meet any liquidity needs.” — page 10
Per its FY2024 accounts as filed with the Charity Commission.
Accounts audited by Richard Place Dobson Services Limited. Discloses 4 of 6 completeness components.
Property (HM Land Registry)
1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold); recorded price paid £3.0m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Structured financials (annual return, FY ending 31/12/2025)
Reported reserves equal ~22.4 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).
Per its annual return, largest income source: Charitable activities (57% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).
Register events
- Received assets from another charity (29/08/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Alan Geoffrey Pursell
- Ann Christina Radmore
- Darris Gordon Williams
- Hayley Hall
- Judith Webb
- Karen Elizabeth Anne de Bruyne
- Kevin Meade Laurence
- Paul Anthony Beecham
Trustee list from the Charity Commission register (current, not historical).
Operates in: Throughout England And Wales
Income and spending
Common questions
Is SOCIETY OF GENEALOGISTS financially healthy?
Per its FY2024 accounts: The accounts state that the Society reported a net outgoing resources of £309,525 for the year ended 31 December 2024, resulting in a decrease in total fund balances from £7,864,102 to £7,554,577. The Trustees note that while free reserves notionally represented less than their six-month target, designated funds include over £2 million in accessible cash investments to meet liquidity needs. The auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2024 accounts were audited by Richard Place Dobson Services Limited.
Who funds SOCIETY OF GENEALOGISTS?
Funders whose own accounts filings name SOCIETY OF GENEALOGISTS as a grant recipient include DR RADCLIFFE'S TRUST.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GENETICS SOCIETY.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.