THE INSTITUTE OF HERALDIC AND GENEALOGICAL STUDIES
Education in Family history, genealogy, heraldry and other subjects auxiliary to history
Objects
TO ADVANCE PUBLIC EDUCATION AND RESEARCH INTO THE ARTS AND SCIENCES OF HERALDRY AND GENEALOGY AND RELATED SUBJECTS AND TO PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £37,890 for the year ended 30 June 2025, with total unrestricted reserves standing at £970,310. This reserve level is significantly above the trustees' stated policy target of six months' expenditure, which is approximately £109,000. The trustees confirm the charity remains a going concern with positive enrolment trends and a clear strategic plan.
What the accounts disclose
“As of 30 June 2025, the Trustees consider it appropriate to hold unrestricted reserves equivalent to at least six months’ expected general expenditure which is in the region of £109,000” — page 5
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- 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
- Risk management
- 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
Property (HM Land Registry)
Trustees
- Dr PAUL ANDREW FOX FRCPchair
- Caroline Maria Gibb
- David Andrew Bruce Babington-Smith
- Edward Peter John Herbert
- Jane Tunesi FRCP
- William David GRASSICK
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £337k | £299k |
| 30/06/2024 | £213k | £210k |
| 30/06/2023 | £250k | £241k |
| 30/06/2022 | £207k | £227k |
| 30/06/2021 | £243k | £209k |
Common questions
Is THE INSTITUTE OF HERALDIC AND GENEALOGICAL STUDIES financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £37,890 for the year ended 30 June 2025, with total unrestricted reserves standing at £970,310. This reserve level is significantly above the trustees' stated policy target of six months' expenditure, which is approximately £109,000. The trustees confirm the charity remains a going concern with positive enrolment trends and a clear strategic plan. Its FY2025 accounts were independently examined.