Finance Score: -7

Governance Score: 2

Support Score: 0

Accounts overdue -5
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -5

HEREFORDSHIRE FAMILY HISTORY SOCIETY

To promote and encourage the public study of British Family History, Genealogy, Heraldry andLocal History, with particular reference to Herefordshire.b) To promote the preservation, security and accessibility of archival material.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
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
31/03/22	£7	£7	£0	n/a	n/a	n/a	n/a	n/a
31/03/21	£7	£4	£3	n/a	n/a	n/a	n/a	n/a
31/03/20	£8	£9	£-1	n/a	n/a	n/a	n/a	n/a
31/03/19	£7	£8	£-1	n/a	n/a	n/a	n/a	n/a
31/03/18	£7	£7	£0	£0	£0	£0	n/a	0
31/03/17	£10	£11	£-1	£0	£0	£0	n/a	0
31/03/16	£11	£12	£-1	£0	£0	£0	n/a	0
31/03/15	£10	£8	£2	£0	£0	£0	n/a	0
31/03/14	£8	£8	£1	£0	£0	£0	n/a	0
31/03/13	£9	£12	£-4	£0	£0	£0	n/a	0
31/03/12	£9	£9	£0	£0	£0	£0	n/a	0
31/03/11	£10	£13	£-2	£0	£0	£0	n/a	0
31/03/10	£12	£12	£-1	£0	£0	£0	n/a	0
31/03/09	£12	£12	£-1	£0	£0	£0	n/a	0
31/03/08	£14	£13	£1	£0	£0	£0	n/a	0
31/03/07	£14	£11	£3	£0	£0	£0	n/a	0
31/03/06	£15	£16	£-1	£0	£0	£0	n/a	0
31/03/05	£15	£16	£-2	£0	£0	£0	n/a	0
31/03/04	£16	£15	£1	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 38 years

www.herefordshirefhs.org.uk

philbufton@hotmail.com

01432355723

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Herefordshire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Gender Split

ALAN JOHN CHARLES

CAROL BENDLE Appointed: 2015

COLIN MEREDITH

ELEANOR ROSEMARY ATKIN

JANE ANGELA COX

LINDA ANN LLOYD Appointed: 2021

NORMAN PRICE Appointed: 2016

ROBERT OSMOND POWELL Appointed: 2022

SHEILA GRIEG Appointed: 2018

PHILIP GEOFFREY THOMAS BUFTON, Other trusteeship: CYMDEITHAS HANES TEULUOEDD POWYS/POWYS FAMILY HISTORY SOCIETY,

Legal constitution

Charity registered in England & Wales on 14/07/1986, number: 517785

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Volunteer management

Filing Record

19 returns made; all on time

Main office

3 CAGEBROOK AVENUE
HEREFORD
HR2 7AS

Objectives

THE OBJECTS OF THE SOCIETY SHALL BE:- A) TO PROVIDE AND ENCOURAGE THE PUBLIC STUDY OF FAMILY HISTORY, GENEALOGY, HERALDRY AND LOCAL HISTORY WITH PARTICULAR REFERENCE TO HEREFORDSHIRE. B) TO PROMOTE THE PRESERVATION, SECURITY AND ACCESSIBLILTY OF ARCHIVAL MATERIAL.

Defined Area of Benefit:

NOT DEFINED

Data Sources