BRISTOL AND AVON FAMILY HISTORY SOCIETY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Other
Registered: 11 October 1986
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £16,491
Latest expenditure: £19,351
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Bristol and Avon FHS, c/o Bristol Archives, B Bond Warehouse, Smeaton Road, BRISTOL, BS1 6XN

Website recorded by the regulator: www.bafhs.org.uk (displayed as text)

02 Activities

What the charity does

The promotion and encouragement of family history, genealogy and associated studies with particular reference to the area that made up the former County of Avon. The society publishes a quarterly journal, holds meetings and talks open to all, operates a website, maintains a research room which offers assistance to members and non-members, and organises and supports Fairs and outreach events.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 3 February 2026
Total Gross Income: £16,491
Total Gross Expenditure: £19,351

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 30 January 2025
Total Gross Income: £18,907
Total Gross Expenditure: £25,541

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 12 January 2024
Total Gross Income: £19,782
Total Gross Expenditure: £22,512

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 20 January 2023
Date Accounts Received: 20 January 2023
Total Gross Income: £42,942
Total Gross Expenditure: £24,279

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 13 January 2022
Total Gross Income: £24,447
Total Gross Expenditure: £22,103

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 3 February 2026
Total Gross Income: £16,491
Total Gross Expenditure: £19,351
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 30 January 2025
Total Gross Income: £18,907
Total Gross Expenditure: £25,541
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 12 January 2024
Total Gross Income: £19,782
Total Gross Expenditure: £22,512
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 20 January 2023
Total Gross Income: £42,942
Total Gross Expenditure: £24,279
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 13 January 2022
Total Gross Income: £24,447
Total Gross Expenditure: £22,103
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Bath And North East Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Bristol City
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: North Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: South Gloucestershire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

07 Official extract

Charity Event History

Charity Name: BRISTOL AND AVON FAMILY HISTORY SOCIETY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1986-10-11T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 16 JUNE 1986 AS AMENDED 11 JANUARY 2008.AS AMENDED ON 21 JUN 2010AS AMENDED ON 19 JUN 2017AS AMENDED ON 16 JUN 2019 as amended on 09 Oct 2023
Charitable Objects: TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF FAMILY HISTROY, GENEALOGY AND ASSOCIATED MATTERS WITH PARTICULAR REFERENCE TO THE COUNTY OF AVON.
Area Of Benefit: BRISTOL AND THE COUNTY OF AVON

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Volunteer management

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures