Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 7

NORFOLK FAMILY HISTORY SOCIETY

Family History Society operating a library of Norfolk Genealogical Resources at Kirby Hall in Norwich, doing research, producing a quarterly magazine, The Norfolk Ancestor, and providing an online database for research purposes

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£52	£63	£-11	n/a	n/a	n/a	n/a	n/a	40
31/03/22		£57	£51	£6	n/a	n/a	n/a	n/a	n/a	30
31/03/21		£54	£74	£-20	n/a	n/a	n/a	n/a	n/a	30
31/03/20		£54	£73	£-19	n/a	n/a	n/a	n/a	n/a	40
31/03/19		£53	£78	£-24	n/a	n/a	n/a	n/a	n/a	45
31/03/18	*	£53	£65	£-13	£0	£0	£0	n/a	0	0
31/03/17		£52	£61	£-8	£0	£0	£0	n/a	0	0
31/03/16	*	£54	£66	£-12	£0	£0	£0	n/a	0	0
31/03/15		£55	£56	£-1	£0	£0	£0	n/a	0	0
31/03/14		£61	£56	£6	£0	£0	£0	n/a	0	0
31/03/13	*	£58	£69	£-11	£0	£0	£0	n/a	0	0
31/03/12	*	£59	£61	£-1	£0	£0	£0	n/a	0	0
31/03/11	*	£59	£56	£3	£0	£0	£0	n/a	0	0
31/03/10	*	£62	£56	£6	£0	£0	£0	n/a	0	0
31/03/09		£73	£59	£14	£0	£0	£0	n/a	0	0
31/03/08		£67	£54	£13	£0	£0	£0	n/a	0	0
31/03/07		£68	£68	£0	£0	£0	£0	n/a	0	0
31/03/06		£83	£47	£36	£0	£0	£0	n/a	0	0
31/03/05		£63	£43	£20	£0	£0	£0	n/a	0	0
31/03/04		£64	£41	£22	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

www.norfolkfhs.org.uk

secretary@nfhs.co.uk

07818013806

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Norfolk,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
40 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-79

ALAN GEOFFREY HARPER Appointed: 2023, Occupation: Not Disclosed

BELINDA BROAD Appointed: 2021, Occupation: Retired

CAROL GEORGINA REEVE Appointed: 2012, Occupation: Retired

CAROLE ANN TAYLOR Appointed: 2007, Occupation: Retired

CHARLES BUSH Appointed: 2021, Occupation: Retired

ELLEN WENDY CARR Appointed: 2017, Occupation: Retired

RICHARD ASHBERRY Appointed: 2017, Occupation: Retired

PHILIP JOHN WHISCOMBE Appointed: 2014, Occupation: Retired, Other trusteeship: WYMONDHAM DEMENTIA SUPPORT GROUP,

Legal constitution

Charitable company registered in England & Wales on 15/05/1996, number: 1055410
Registered at Companies House on 03/05/1996, number: 03194731

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

20 returns made; AR18: 1 days late, AR16: 1 days late, AR13: 56 days late, AR12: 20 days late, AR11: 19 days late, AR10: 17 days late,

Main office

Kirby Hall
70 St Giles Street
Norwich
Norfolk
NR2 1LS

Objectives

ADVANCING THE EDUCATION OF THE GENERAL PUBLIC BY: (A) COLLECTING PUBLISHING AND MAKING ACCESSIBLE IN THE INTERESTS OF GENEALOGY HERALDRY AND FAMILY HISTORY ANY DOCUMENT RECORD OR BOOK RELATING TO THE COUNTY OF NORFOLK; (B) PROMOTING THE PRESERVATION OF SUCH DOCUMENTS AND RECORDS ON THE ADVICE OF THE COUNTY ARCHIVIST FOR NORFOLK; (C) ENCOURAGING THE STUDY OF GENEALOGY HERALDRY AND FAMILY HISTORY; AND (D) GIVING EDUCATIONAL ASSISTANCE BY WAY OF LECTURES AND OTHERWISE WITH REFERENCE TO RECORD RESEARCH

Defined Area of Benefit:

NOT DEFINED

Data Sources