WETHERBY HISTORICAL TRUST CIO

Charity number: 1163651
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity collects and archives information about the history of the former Wetherby Rural District. This is used to support talks to local organisations and local exhibitions. The Charity has links to local organisations and offers help and opinions on matters relating local history. It has a rented office and storage facility in Wetherby to enable it to continue its work.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £5
Total expenditure: £525

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Leeds City

Governance

Registration history:
  • 18 September 2015: CIO registration
  • 12 October 2017: Funds received from 517233 WETHERBY HISTORICAL TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Internal charity financial controls policy and procedures
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MICHAEL WESTERN BALE Chair 01 July 2015
None on record
VIVIENNE WILKINS Trustee 18 September 2015
None on record
IAN LEADLEY Trustee 01 September 2015
None on record
MARY BENTHAM Trustee 01 September 2015
None on record
VICTOR HAWKINS Trustee 01 July 2015
WETHERBY CIVIC SOCIETY
Received: On time

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 £70 £33 £0 £33 £5
Total expenditure £0 £0 £0 £415 £525
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 24 February 2025 On Time
Accounts and TAR 30 September 2024 24 February 2025 On Time
Annual return 30 September 2023 24 July 2024 On Time
Accounts and TAR 30 September 2023 24 July 2024 On Time
Annual return 30 September 2022 03 July 2023 On Time
Accounts and TAR 30 September 2022 03 July 2023 On Time
Annual return 30 September 2021 11 July 2022 On Time
Accounts and TAR 30 September 2021 11 July 2022 On Time
Annual return 30 September 2020 05 July 2021 On Time
Accounts and TAR 30 September 2020 05 July 2021 On Time
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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.

CIO - Foundation Registered 18 Sep 2015

Charitable objects

THE ADVANCEMENT OF PUBLIC EDUCATION, AND THE PROMOTION OF RESEARCH CONCERNING ALL ASPECTS OF THE HISTORY OF THE AREA OF BENEFIT BEING WETHERBY AND DISTRICT INCLUDING THE PARISHES OF WETHERBY, BARDSEY, BOSTON SPA, BRAMHAM, CLIFFORD, COLLINGHAM (WHICH INCLUDES LINTON), EAST KESWICK, HAREWOOD, SCARCROFT, THORNER, THORP ARCH AND WALTON IN WEST YORKSHIRE AND SICKLINGHALL, KEARBY WITH NETHERBY, SPOFFORTH, WALSHFORD, LITTLE RIBSTON, BILTON-IN-AINSTY (WHICH INCLUDES BICKERTON), CATTAL, HUNSINGORE, KIRK DEIGHTON, NORTH DEIGHTON AND TOCKWITH (WHICH INCLUDES COWTHORPE) IN NORTH YORKSHIRE.

Contact information

Address:
7 HAYTON DRIVE
WETHERBY
LS22 6RW
Phone:
01937520180
Email:
mike.bale@ntlworld.com
Website:

No information available