Finance Score: -3

Governance Score: 0

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

SURREY RECORD SOCIETY

The society is a county record society that publishes editions of archival texts relating to the historic county of Surrey (including much of South London), to further education and scholarship, and to make historical sources more widely available.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22	£4	£1	£3	n/a	n/a	n/a	n/a	n/a
31/12/21	£4	£2	£2	n/a	n/a	n/a	n/a	n/a
31/12/20	£4	£6	£-2	n/a	n/a	n/a	n/a	n/a
31/12/19	£4	£1	£3	n/a	n/a	n/a	n/a	n/a
31/12/18	£3	£9	£-6	£0	£0	£0	n/a	0
31/12/17	£2	£0	£2	£0	£0	£0	n/a	0
31/12/16	£1	£1	£1	£0	£0	£0	n/a	0
31/12/15	£2	£1	£1	£0	£0	£0	n/a	0
31/12/14	£2	£3	£-1	£0	£0	£0	n/a	0
31/12/13	£3	£6	£-3	£0	£0	£0	n/a	0
31/12/12	£3	£7	£-4	£0	£0	£0	n/a	0
31/12/11	£3	£15	£-12	£0	£0	£0	n/a	0
31/12/10	£2	£5	£-4	£0	£0	£0	n/a	0
31/12/09	£3	£1	£2	£0	£0	£0	n/a	0
31/12/08	£8	£3	£5	£0	£0	£0	n/a	0
31/12/07	£8	£2	£6	£0	£0	£0	n/a	0
31/12/06	£7	£11	£-4	£0	£0	£0	n/a	0
31/12/05	£8	£16	£-8	£0	£0	£0	n/a	0
31/12/04	£6	£1	£5	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 59 years

www.surreycc.gov.uk

01483518756

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Croydon, Kingston Upon Thames, Lambeth, Merton, Richmond Upon Thames, Southwark, Surrey, Sutton, Wandsworth,

Who it helps

Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

JAN MIHELL Appointed: 2019

DR MARY ALEXANDER FSA Appointed: 2017

DR SUE JONES Appointed: 2017

JULIAN POOLEY Appointed: 2019

MICHAEL PAGE

NIGEL BALCHIN Appointed: 2017

ANNE MCCORMACK Appointed: 2019, Other trusteeship: FRIENDS OF KINGSTON MUSEUM AND HERITAGE,

DR DAVID TAYLOR MA, FSA Appointed: 2017, Other trusteeship: SURREY HISTORY TRUST,

DR DAVID BOWES ROBINSON, Other trusteeship: BRITISH RECORDS ASSOCIATION,

JUDITH ANNE MITCHELL Appointed: 2016, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF EPSOM,

SALLY JENKINSON Appointed: 2018, Other trusteeship: ASH AND DISTRICT LOCAL HISTORY MUSEUM SOCIETY,

Legal constitution

Charity registered in England & Wales on 08/07/1965, number: 200084

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Volunteer management

Filing Record

19 returns made; all on time

Main office

Surrey History Centre
130 Goldsworth Road
Woking
GU21 6ND

Objectives

TO PUBLISH, IN THE INTEREST OF THE HISTORY OF THE HISTORIC COUNTY OF SURREY, RECORDS PRESEVED IN ANY PUBLIC OR PRIVATE COLLECTONS IN SUCH FORM AS MAY FROM TIME TO TIME BE DIRECTED BY THE COUNCIL OF THE SOCIETY.

Defined Area of Benefit:

NATIONAL

Data Sources