CCEW Charity Commission profile

BERKSHIRE FAMILY HISTORY SOCIETY

Registered charity 1204390 · organisation 5222641

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
17 August 2023
Removed
Not supplied
Financial period
1 May 2024 – 30 April 2025
Latest income
£47,310
Latest expenditure
£49,811
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: Berkshire Family History Society,, Family Research Centre,, L14,Ground Floor London Rd Campus, London Road, READING, RG1 5AQ

Website recorded by the regulator: https://berksfhs.org/ (displayed as text)

02 Activities

What the charity does

The society works to advance education of the public in research into family history and genealogy, primarily but not exclusively within the boundaries of the pre-1974 Royal County of Berkshire; including Abingdon and the Vale of the White Horse. It also works to promote preservation, transcription, indexing and ready public accessibility of related records and information.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 May 2024
Fin Period End Date
30 April 2025
Ar Cycle Reference
AR25
Reporting Due Date
28 February 2026
Date Annual Return Received
20 February 2026
Date Accounts Received
20 February 2026
Total Gross Income
£47,310
Total Gross Expenditure
£49,811
Fin Period Start Date
17 August 2023
Fin Period End Date
30 April 2024
Ar Cycle Reference
AR24
Reporting Due Date
28 February 2025
Date Annual Return Received
13 February 2025
Date Accounts Received
13 February 2025
Total Gross Income
£41,615
Total Gross Expenditure
£54,779

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 May 2024
Fin Period End Date
30 April 2025
Ar Due Date
28 February 2026
Ar Received Date
20 February 2026
Total Gross Income
£47,310
Total Gross Expenditure
£49,811
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
92
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
17 August 2023
Fin Period End Date
30 April 2024
Ar Due Date
28 February 2025
Ar Received Date
13 February 2025
Total Gross Income
£41,615
Total Gross Expenditure
£54,779
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
79

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Oxfordshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Reading
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
West Berkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Buckinghamshire
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research

07 Official extract

Charity Event History

Charity Name
BERKSHIRE FAMILY HISTORY SOCIETY
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2023-08-17T00:00:00
Charity Name
BERKSHIRE FAMILY HISTORY SOCIETY
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2024-07-01T00:00:00
Reason
Funds transferred (incor)
Assoc Organisation Number
283010
Assoc Registered Charity Number
283010
Assoc Charity Name
BERKSHIRE FAMILY HISTORY SOCIETY

08 Official extract

Charity Governing Document

Governing Document Description
CIO - ASSOCIATION Registered 17 Aug 2023
Charitable Objects
(1) TO ADVANCE PUBLIC EDUCATION IN RESEARCH INTO FAMILY HISTORY AND GENEALOGY, PRIMARILY BUT NOT EXCLUSIVELY WITHIN THE BOUNDARIES OF THE PRE 1974 ROYAL COUNTY OF BERKSHIRE, AND, (2) TO WORK TO PROMOTE THE PRESERVATION, TRANSCRIPTION, INDEXING AND READY PUBLIC ACCESSIBILITY OF RELATED RECORDS AND INFORMATION.

09 Official extract

Charity Other Names

Charity Name Id
671836
Charity Name Type
Working name
Charity Name
BERKSFHS

10 Official extract

Charity Policy

Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
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Trustee expenses policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures