CCEW Charity Commission profile

DEVON FAMILY HISTORY SOCIETY

Registered charity 1210054 · organisation 5246901

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
16 September 2024
Removed
Not supplied
Financial period
16 September 2024 – 31 December 2025
Latest income
£69,478
Latest expenditure
£66,222
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: DEVON FAMILY HISTORY SOCIETY, PO BOX 9 PO BOX, EXETER, EX2 6YP

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

02 Activities

What the charity does

We promote the study of genealogy and history, especially of Devon families and places, providing help and advice at meetings, fairs, our research centre and via our website. We actively encourage the preservation and transcription of relevant documents and records, especially for the county of Devon.

03 Official extract

Charity Annual Return History

Fin Period Start Date
16 September 2024
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
18 April 2026
Date Accounts Received
18 April 2026
Total Gross Income
£69,478
Total Gross Expenditure
£66,222

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
16 September 2024
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
18 April 2026
Total Gross Income
£69,478
Total Gross Expenditure
£66,222
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
75

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Torbay
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Plymouth City
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Devon
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name
DEVON FAMILY HISTORY SOCIETY
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2024-09-16T00:00:00
Charity Name
DEVON FAMILY HISTORY SOCIETY
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2025-06-24T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
282490
Assoc Registered Charity Number
282490
Assoc Charity Name
DEVON FAMILY HISTORY SOCIETY

08 Official extract

Charity Governing Document

Governing Document Description
CIO - ASSOCIATION Registered 16 Sep 2024 as amended on 04 Oct 2025
Charitable Objects
TO PROMOTE THE STUDY OF GENEALOGY AND HISTORY, ESPECIALLY OF DEVON FAMILIES AND PLACES, TO EDUCATE THE PUBLIC THEREIN THROUGH ADVICE AND INSTRUCTION, AND, FOR THE PUBLIC BENEFIT, TO ENCOURAGE THE PRESERVATION AND TRANSCRIPTION OF RELEVANT DOCUMENTS AND RECORDS, ESPECIALLY FOR THE COUNTY OF DEVON.

09 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints handling
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Conflicting interests
Policy Name
Bullying and harassment policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Volunteer management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Trustee conflicts of interest policy and procedures