Finance Score: -3

Governance Score: -1

Support Score: 0

Volatile income: -3
No PartB

Mainly female board: -1

Large volunteers +5

Overall GiG Score: 1

WEST SURREY FAMILY HISTORY SOCIETY

The objectives of the Society are to collect, index, co-ordinate, publish and make accessible, in the interests of genealogy, any documents or records relating to the ancient County of Surrey; to promote the preservation of such documents or records; to encourage the study of genealogy; to assist educationally, by lectures or otherwise, in record research. Regular Meetings at six venues.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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		£13	£13	£-1	n/a	n/a	n/a	n/a	n/a	30
31/03/22		£13	£12	£1	n/a	n/a	n/a	n/a	n/a	20
31/03/21	*	£16	£12	£5	n/a	n/a	n/a	n/a	n/a	40
31/03/20		£14	£15	£-2	n/a	n/a	n/a	n/a	n/a	50
31/03/19		£15	£16	£-1	n/a	n/a	n/a	n/a	n/a	60
31/03/18		£16	£17	£-1	£0	£0	£0	n/a	0	0
31/03/17		£17	£19	£-1	£0	£0	£0	n/a	0	0
31/03/16	*	£17	£21	£-4	£0	£0	£0	n/a	0	0
31/03/15		£14	£22	£-7	£0	£0	£0	n/a	0	0
31/03/14	*	£17	£23	£-5	£0	£0	£0	n/a	0	0
31/03/13	*	£18	£22	£-4	£0	£0	£0	n/a	0	0
31/03/12		£21	£23	£-3	£0	£0	£0	n/a	0	0
31/03/11		£22	£26	£-3	£0	£0	£0	n/a	0	0
31/03/10		£20	£21	£-1	£0	£0	£0	n/a	0	0
31/03/09		£25	£28	£-3	£0	£0	£0	n/a	0	0
31/03/08		£23	£26	£-3	£0	£0	£0	n/a	0	0
31/03/07		£20	£20	£0	£0	£0	£0	n/a	0	0
31/03/06		£22	£19	£3	£0	£0	£0	n/a	0	0
31/03/05		£19	£16	£4	£0	£0	£0	n/a	0	0
31/03/04		£19	£14	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 45 years

www.wsfhs.org

secretary@wsfhs.org

01483768685

Charity Commission for England and Wales

Listed activities

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

Where it operates

Surrey,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Gender Split

Based on 9/10 persons

ANNE ROSS

ALISON DURKIN Appointed: 2018

CHRISTINE LINDA LEECH

JEAN DIANE FOLLETT, Other trusteeship: FRIENDS OF WOKING PALACE,

LESLEY HALL Appointed: 2018, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CAMBERLEY ST MARY,

MAURA PATRICIA SELLARS

MRS D ANNE WELCH

MRS JANE THOMAS Appointed: 2011

NAOMI WEATHERHEAD Appointed: 2017

RICHARD WEATHERHEAD Appointed: 2016

Legal constitution

Charity registered in England & Wales on 27/07/1979, number: 278091

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR21: 1 days late, AR16: 1 days late, AR14: 1 days late, AR13: 1 days late,

Main office

42 Selwood Road
Old Woking
WOKING
GU22 9HT

Objectives

A) TO COLLECT, INDEX, CO-ORDINATE, PUBLISH AND MAKE ACCESSIBLE IN THE INTERESTS OF GENEALOGY ANY DOCUMENTS OR RECORDS, WITH PARTICULAR REFERENCE TO DOCUMENTS OR RECORDS RELATING TO THE ANCIENT COUNTY OF SURREY; B) TO PROMOTE THE PRESERVATION OF SUCH DOCUMENTS AND RECORDS; C) TO ENCOURAGE THE STUDY OF GENEALOGY; D) TO ASSIST EDUCATIONALLY BY LECTURES OR OTHERWISE IN RECORD RESEARCH.

Defined Area of Benefit:

SURREY

Data Sources