WILTSHIRE FAMILY HISTORY SOCIETY
A. To promote and encourage the public study of family history, genealogy, heraldry and local history with particular reference to Wiltshire. B. To promote the preservation, security, accessibility of archival material.
Objects
(A) TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF BRITISH FAMILY HISTORY, GENEALOGY, HERALDRY AND LOCAL HISTORY WITH PARTICULAR REFERENCE TO WILTSHIRE. (B) TO PROMOTE THE PRESERVATION, SECURITY AND ACCESS ABLITY OF ARCHIVAL MATERIAL.
Financial health, per its FY2025 accounts
The accounts state that expenditure exceeded income by £4,201, resulting in a net decrease in total funds to £153,144. However, the trustees report that the overall financial position remains healthy with a considerable surplus of assets over liabilities. The charity maintains unrestricted reserves of £153,144, which considerably exceed its stated policy target of covering 12 months of expenses.
What the accounts disclose
“The Society has a reserves policy which ensures that there are sufficient funds to cover a minimum of 12 months expenses.” — page 5
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Trustee conflicts of interest policy and procedures
Trustees
- Florence Jane Syckelmoore
- Gordon Springford
- Jennifer Mary Pope
- Jerry KING
- John Raymond Mills
- MICHAEL DAVID LANGTREE
- PERSIS WILTSHIRE
- Susan Frances Wight
- Susan Lewis
- William Robert Knightley
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £39k | £43k |
| 31/03/2024 | £42k | £45k |
| 31/03/2023 | £39k | £44k |
| 31/03/2022 | £60k | £43k |
| 31/03/2021 | £42k | £34k |
Common questions
Is WILTSHIRE FAMILY HISTORY SOCIETY financially healthy?
Per its FY2025 accounts: The accounts state that expenditure exceeded income by £4,201, resulting in a net decrease in total funds to £153,144. However, the trustees report that the overall financial position remains healthy with a considerable surplus of assets over liabilities. The charity maintains unrestricted reserves of £153,144, which considerably exceed its stated policy target of covering 12 months of expenses. Its FY2025 accounts were independently examined.