CUMBRIA COUNTY HISTORY TRUST

Charity number: 1137379
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To coordinate and gather resources for the Victoria County History of Cumbria project, a collaborative community project created to research and write the histories of all parts of Cumbria, and to make historical information generally available, within the framework and standards of the Victoria County History of England.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £18,571
Total expenditure: £18,834

People

15 Trustee(s)

30 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

What the charity does:
  • Education/training
  • 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
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 10 August 2010: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sir WILLIAM ROLAND CEDRIC JACKSON Chair 07 September 2020
LOWTHER CASTLE AND GARDENS TRUST
Received: On time
MARK BLACKETT-ORD Trustee 01 July 2024
THE FRIENDS OF ST COLUMBA'S
Received: On time
NICHOLAS JOHN COULSON Trustee 01 July 2024
None on record
Dr Robert Giles David Trustee 06 June 2023
None on record
Dr Penelope Joyce Elizabeth Bradshaw Trustee 06 June 2023
None on record
Eleanor Jane Kingston Trustee 06 June 2023
CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY
Received: On time
Dr Ruth Lawley Trustee 03 February 2021
THE HELM AT CROGLIN
Received: On time
ROGER KENNETH BINGHAM Trustee 03 February 2021
GRUNDYS CHARITY FOR POOR
Received: On time
STONELEIGH SURGERY CHARITY FUND
Charity reporting is overdue by 1593 days
BURTON-IN-KENDAL EDUCATIONAL FOUNDATION
Received: On time
Lorna Mullett MA Trustee 22 May 2018
None on record
PROFESSOR ANGUS JAMES LOGIE WINCHESTER Trustee 01 October 2016
CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY
Received: On time
ROBERT ROSARIO BAXTER Trustee 01 April 2016
AIM25
Received: On time
RICHARD Platt Trustee 05 April 2014
CARLISLE CATHEDRAL DEVELOPMENT TRUST
Received: On time
THE GEOFFREY AND ALICE BENNETT BEQUEST
Received: On time
FRIENDS OF CARLISLE CATHEDRAL
Received: On time
CARLISLE WAVERLEY VIADUCT TRUST
Received: On time
CUMBRIA CURSILLO
Received: On time
MARION MCCLINTOCK MBE BA Trustee
CATHEDRAL CHURCH OF ST MARY THE VIRGIN BLACKBURN
Recently registered
CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY
Received: On time
WILLIAM DERMOT SHANNON Trustee
None on record
PROFESSOR KEITH STRINGER Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £61.24k £5.08k £13.29k £19.61k £18.57k
Total expenditure £20.95k £20.52k £20.06k £34.05k £18.83k
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 December 2023 29 July 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 10 December 2023 40 days late
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 18 August 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 10 November 2021 10 days late
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 05 October 2020 On Time
Accounts and TAR 31 December 2019 06 October 2020 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 ADOPTED 21 JANUARY 2010 AS AMENDED 13 JULY 2010

Charitable objects

1 TO FURTHER THE EDUCATION OF THE PUBLIC IN THE HISTORY AND HERITAGE OF THE COUNTY OF CUMBRIA AND ITS COMMUNITIES AND TO PROMOTE AND FOSTER PUBLIC KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF THE HISTORY OF THE AREA IN GENERAL 2 TO UNDERTAKE RESEARCH INTO THE HISTORY AND HERITAGE OF THE COUNTY OF CUMBRIA AND ITS COMMUNITIES AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH FOR THE PUBLIC BENEFIT

Area of benefit

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

THE COUNTY OF CUMBRIA

Contact information

Address:
9 THE ABBEY
CARLISLE
Cumbria
CA3 8TZ
Phone:
07971877924
Email:
dick.platt@gmail.com
Website:

www.cumbriacountyhistory.org.uk Open in new window