CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY
Charity number: 227786
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Funds historical and archaeological research with grants to volunteer groups, schools, museums and academic/professional researchers. Operates a website with accessible heritage information. Support local historical societies in studying the historical environment. Holds study days, lectures and visits. Publishes a respected annual journal, plus books and other publications.
Income and expenditure
Data for financial year ending 31 January 2024
Total income: £63,097
Total expenditure: £85,317
People
29 Trustee(s)
12 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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
- Arts/culture/heritage/science
- Environment/conservation/heritage
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Sponsors Or Undertakes Research
Where the charity operates:
- Cumbria
- Lancashire
- Northumberland
Governance
Registration history:
- 15 April 1964: Standard registration
Organisation type:
Other
Other names:
- CWAAS (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk 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
29 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Dr Gillian Margaret HEY | Chair | 22 April 2023 |
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| Dr SOPHIE THERESE AMBLER | Trustee | 27 April 2024 |
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| Sharon ARROWSMITH | Trustee | 22 April 2023 |
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| Jessica Rosemary TOFT | Trustee | 22 April 2023 |
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| Dr Sarah Anne Rose | Trustee | 22 April 2023 |
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| Jennifer Sheila UGLOW | Trustee | 22 April 2023 |
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| Janice Sheila HICKS | Trustee | 14 May 2022 |
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| Barbara Marion BLATCHFORD | Trustee | 14 May 2022 |
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| Claire BRADSHAW | Trustee | 14 May 2022 |
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| Peter Thomas HUGHES | Trustee | 14 May 2022 |
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| elsa price | Trustee | 17 April 2021 |
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| Stephen John Matthews | Trustee | 17 April 2021 |
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| Martin Railton | Trustee | 17 April 2021 |
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| Anthony Raymond WILMOTT | Trustee | 18 April 2020 |
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| Dr Christopher Donaldson | Trustee | 18 April 2020 |
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| MARK BRENNAND | Trustee | 07 April 2018 |
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| DR Michael John Winstanley | Trustee | 08 April 2017 |
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| Alan Kevin Grice | Trustee | 09 April 2016 |
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| Eleanor Jane Kingston | Trustee | 12 April 2014 |
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| PROFESSOR COLIN MICHAEL RICHARDS | Trustee | 05 April 2014 |
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| Dr WILLIAM DERMOT SHANNON | Trustee | 25 April 2013 |
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| Dr Richard Newman | Trustee | 10 April 2004 |
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| Dr KEITH JOHN STRINGER | Trustee |
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| DR DAVID JOHN BREEZE | Trustee |
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| MARION MCCLINTOCK MBE BA | Trustee |
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| PROFESSOR ANGUS JAMES LOGIE WINCHESTER | Trustee |
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| RACHEL MARGARET NEWMAN BA FSA | Trustee |
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| ROB DAVID | Trustee |
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| WARREN DAVID ALLISON | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/01/2020 | 31/01/2021 | 31/01/2022 | 31/01/2023 | 31/01/2024 | ||
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Total gross income | £63.55k | £64.24k | £64.10k | £61.51k | £63.10k | |
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Total expenditure | £73.77k | £77.88k | £84.45k | £76.48k | £85.32k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 31 January 2024 | 22 October 2024 | On Time | |
| Accounts and TAR | 31 January 2024 | 22 October 2024 | On Time | Download Open in new window |
| Annual return | 31 January 2023 | 07 October 2023 | On Time | |
| Accounts and TAR | 31 January 2023 | 07 October 2023 | On Time | Download Open in new window |
| Annual return | 31 January 2022 | 18 May 2022 | On Time | |
| Accounts and TAR | 31 January 2022 | 18 May 2022 | On Time | Download Open in new window |
| Annual return | 31 January 2021 | 05 July 2021 | On Time | |
| Accounts and TAR | 31 January 2021 | 05 July 2021 | On Time | Download Open in new window |
| Annual return | 31 January 2020 | 27 April 2020 | On Time | |
| Accounts and TAR | 31 January 2020 | 27 April 2020 | On Time | Download Open in new window |