THE METCALFE SOCIETY

Charity number: 1000879
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A) TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF FAMILY AND LOCAL HISTORY, GENEALOGY, HERALDRY AND DEMOGRAPHY WITH PARTICULAR REFERENCE TO THE NAME "METCALFE" ( AND ITS VARIANTS) B) TO PROMOTE THE PRESERVATION, SECURITY AND ACCESSABILITY OF ARCHIVAL MATERIAL IN RELATION TO THE ABOVE MENTIONED OBJECTS

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £3,287
Total expenditure: £6,693

People

3 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
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 07 November 1990: Standard registration
Organisation type:
Other
Other names:
  • HE METCALFE SOCIETY (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Volunteer management
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JO HERON Chair 03 October 2020
None on record
DAVID METCALFE Trustee 03 October 2020
None on record
David Stuart LAMBERT Trustee 03 October 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £7.92k £10.61k £5.43k £3.07k £3.29k
Total expenditure £5.56k £13.21k £1.63k £2.56k £6.69k
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 05 April 2024 18 January 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 22 April 2024 77 days late
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 21 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 19 January 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 23 January 2021 On Time
Accounts and TAR 05 April 2020 Not Required
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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.

CONSTITUTION ADOPTED 08/10/1988 AS AMENDED ON 13/10/1990 AS AMENDED ON 03/10/2015 as amended on 05 Oct 2019 as amended on 03 Oct 2020

Charitable objects

A) TO PROMOTE AND ENCOURAGE THE PUBLIC STUDY OF FAMILY AND LOCAL HISTORY, GENEALOGY, HERALDRY AND DEMOGRAPHY WITH PARTICULAR REFERENCE TO THE NAME "METCALFE" ( AND ITS VARIANTS) B) TO PROMOTE THE PRESERVATION, SECURITY AND ACCESSABILITY OF ARCHIVAL MATERIAL IN RELATION TO THE ABOVE MENTIONED OBJECTS

Area of benefit

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

NOT DEFINED

Contact information

Address:
17 Bailey Walk
Crigglestone
WAKEFIELD
WF4 3QW
Phone:
01924260926
Email:
enquiries@metcalfe.org.uk
Website:

www.metcalfe.org.uk Open in new window