The Somerset and Dorset Family History Society

Analysis

The Somerset and Dorset Family History Society is a registered charity in England and Wales, based in Yeovil. It was registered in April 1992, 34 years ago. Its declared purposes cover general charitable purposes, education/training, arts/culture/heritage/science and environment/conservation/heritage, which this site groups under arts, culture, heritage and science. It says it makes grants to organisations, provides human resources and provides buildings/facilities/open space.

In the financial year ending December 2025, The Somerset and Dorset Family History Society reported income of £46k and spending of £59k, spending 127% of what it took in. Across the 5 years on record, from December 2021 to December 2025, income fell from £67k to £46k (-31%), an average of -8.9% a year. The sharpest change came in the year to December 2023, when income dropped by 32%. Over the whole period it spent 96% of the income it received.

Among 17,634 England and Wales charities whose main cause is arts, culture, heritage and science and that reported income, The Somerset and Dorset Family History Society sits at the 68th percentile: it is larger than about 68% of them. Against every charity in England and Wales with reported income it ranks in the 59th percentile. Charities of a similar size with the same main cause include Kings Langley Community Association (£46k), Basildon Village Hall and Recreation Ground (£46k) and Artspace Merseyside (£46k).

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.