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the somerset and dorset family history society

The charity supports children and young people, elderly people, other charities or voluntary bodies, and the general public. The Somerset And Dorset Family History Society is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to organisations. The charity is based in Yeovil and operates in Dorset and Somerset.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

To advance the education of the public in the study of family history, genealogy and heraldry with particular reference to Somerset and Dorset.To promote the preservation, security, accessibility and publication of archival material

Fundraising

See where The Somerset And Dorset Family History Society is active and find local fundraising opportunities.

Local Authority

Financial Information

Latest Income
£47,712
Latest Expenditure
£54,884

Financial Efficiency

Overall Efficiency 115.0%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 115.0%
Expenditure as % of income

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£47,712£54,8840 / 40
2023£44,590£57,3100 / 35
2022£65,597£44,8120 / 24
2021£67,164£44,3460 / 20
2020£42,759£39,9390 / 30

Staff column shows: Employees / Volunteers

Details

Address
Broadway House
Peter Street
Yeovil
BA20 1PN
Website
sdfhs.org
Registration Date
8 April 1992
Status
Registered

Registry Information

Organisation Number
1010351
Charity Number
1010351

Trustees

EDWARD ALAN UDALL
Jennifer McGowan
John Tanner
John Dennis Brooking
Paul David Radford
Jane Mary Sharp
Susan Claire Wilson
Christopher Allen Hall
Ivan Trevor Gould
Laura Lyon
Steven Ernest Wilkinson
John Sydney Burt
Elizabeth May Damaris Shearwood-Porter
Heather Jane Brannon