THE SURTEES SOCIETY

Charity number: 1003812
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

.The advancement of public education in the region that constituted the ancient kingdom of Northumbria, especially by the transcription,editing,translating and publication of original historical documents. The word 'region' as defined covers those parts of England and Scotland between the Humber and the Firth of Forth on the east, and between the Mersey and the Clyde on the West.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £7,096
Total expenditure: £379

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Cumbria
  • Durham
  • Lancashire
  • Northumberland
  • North Yorkshire
  • Scotland

Governance

Registration history:
  • 06 August 1991: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Angus Winchester Chair 10 December 2020
None on record
Dr Richard Higgins Trustee 01 June 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £5.96k £7.96k £13.94k £7.84k £7.10k
Total expenditure £9.32k £26.07k £8.87k £3.57k £379
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 September 2024 27 April 2025 On Time
Accounts and TAR 30 September 2024 Not Required
Annual return 30 September 2023 24 March 2024 On Time
Accounts and TAR 30 September 2023 Not Required
Annual return 30 September 2022 26 February 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 29 May 2022 On Time
Accounts and TAR 30 September 2021 Not Required
Annual return 30 September 2020 23 May 2021 On Time
Accounts and TAR 30 September 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

RULES ADOPTED IN 1849 AS AMENDED 1863,1925,1954,1967 AND 3 JUNE 1991

Charitable objects

THE ADVANCEMENT OF PUBLIC EDUCATION IN THE REGION THAT CONSTITUTED THE ANCIENT KINGDOM OF NORTHUMBRIA,ESPECIALLY BY THE TRANSCRIPTION,EDITING,TRANSLATING AND PUBLICATION OF ORIGINAL HISTORICAL DOCUMENTS

Area of benefit

The area the charity can operate in, as set out in its governing document.

SEE OBJECTS

Contact information

Address:
Surtees Society
c/o Palace Green Library
Palace Green
Durham
DH1 3RN
Phone:
01913342935
Email:
surtees.society@durham.ac.uk
Website:

www.surteessociety.org.uk Open in new window