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 2025

Total income: £61,306
Total expenditure: £89,440

People

23 Trustee(s)

12 Volunteer(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
  • 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

23 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Gillian Margaret HEY Chair 22 April 2023
None on record
Dr SOPHIE THERESE AMBLER Trustee 27 April 2024
LOWTHER CASTLE AND GARDENS TRUST
Received: On time
Jessica Rosemary TOFT Trustee 22 April 2023
None on record
Dr Sarah Anne Rose Trustee 22 April 2023
None on record
Barbara Marion BLATCHFORD Trustee 14 May 2022
None on record
Janice Sheila HICKS Trustee 14 May 2022
None on record
Martin Railton Trustee 17 April 2021
None on record
Anthony Raymond WILMOTT Trustee 18 April 2020
None on record
Dr Christopher Donaldson Trustee 18 April 2020
None on record
MARK BRENNAND Trustee 07 April 2018
None on record
DR Michael John Winstanley Trustee 08 April 2017
None on record
Alan Kevin Grice Trustee 09 April 2016
None on record
Eleanor Jane Kingston Trustee 12 April 2014
CUMBRIA COUNTY HISTORY TRUST
Received: On time
PROFESSOR COLIN MICHAEL RICHARDS Trustee 05 April 2014
None on record
Dr WILLIAM DERMOT SHANNON Trustee 25 April 2013
None on record
Dr Richard Newman Trustee 10 April 2004
None on record
Dr KEITH JOHN STRINGER Trustee
None on record
DR DAVID JOHN BREEZE Trustee
None on record
WARREN DAVID ALLISON Trustee
None on record
MARION MCCLINTOCK MBE BA Trustee
CATHEDRAL CHURCH OF ST MARY THE VIRGIN BLACKBURN
Received: On time
CUMBRIA COUNTY HISTORY TRUST
Received: On time
PROFESSOR ANGUS JAMES LOGIE WINCHESTER Trustee
CUMBRIA COUNTY HISTORY TRUST
Received: On time
RACHEL MARGARET NEWMAN BA FSA Trustee
None on record
ROB DAVID Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/01/2021 31/01/2022 31/01/2023 31/01/2024 31/01/2025
Total gross income £64.24k £64.10k £61.51k £63.10k £61.31k
Total expenditure £77.88k £84.45k £76.48k £85.32k £89.44k
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 31 January 2025 05 November 2025 On time
Accounts and TAR 31 January 2025 05 November 2025 On time Download Open in new window
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
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.

CONSTITUTION DATED 1866 AND RULES ADOPTED 11 SEPTEMBER 1958 AS AMENDED 5 APRIL 2008.

Charitable objects

THE INVESTIGATION, DESCRIPTION AND PRESERVATION OF THE ANTIQUITIES, ARCHAEOLOGY AND HISTORICAL RECORDS OF CUMBERLAND, WESTMORLAND AND LANCASHIRE NORTH OF THE SANDS.

Area of benefit

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

CUMBERLAND, WESTMORLAND AND LANCASHIRE NORTH OF THE SANDS

Contact information

Address:
17 GILBERT ROAD
CUMMERSDALE
CARLISLE
CA2 6BJ
Phone:
07442002382
Email:
treasurer@cumbriapast.com
Website:

cumbriapast.com