CUMBRIA FAMILY HISTORY SOCIETY
Charity Number: 518393
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To promote and encourage the public study of British family history, genealogy, heraldry and local history with particular reference to Cumbria; to promote the preservation, security and accessibility of archival material.
Income and expenditure
Data for financial year ending 31 December 2023
Total income: £29,708
Total expenditure: £60,931
People
5 Trustee(s)
5 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
What the charity does:
- Education/training
- Environment/conservation/heritage
Who the charity helps:
- Other Defined Groups
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
- Provides Services
- Sponsors Or Undertakes Research
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- Cumbria
Governance
Registration history:
- 23 January 1987: Standard registration
Organisation type:
Other
Other names:
- CUMBRIA FHS (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Internal charity financial controls 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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| TREVOR THOMAS LITTLETON | Chair | 21 January 2013 |
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| Rev Trevor Arnold Lewis | Trustee | 07 June 2024 |
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| Ann Christine Heppell | Trustee | 07 June 2024 |
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| Fiona Bishop | Trustee | 11 June 2016 |
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| WILLIAM BUNDRED | Trustee | 11 June 2016 |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Total gross income | £28.36k | £19.31k | £27.72k | £28.52k | £29.71k | |
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Total expenditure | £25.30k | £10.59k | £18.71k | £23.38k | £60.93k | |
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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 December 2023 | 22 July 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | 22 July 2024 | On Time | Download Open in new window |
| Annual return | 31 December 2022 | 08 October 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | 08 October 2023 | On Time | Download Open in new window |
| Annual return | 31 December 2021 | 18 August 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | 18 August 2022 | On Time | Download Open in new window |
| Annual return | 31 December 2020 | 12 July 2021 | On Time | |
| Accounts and TAR | 31 December 2020 | Not Required | ||
| Annual return | 31 December 2019 | 05 April 2020 | On Time | |
| Accounts and TAR | 31 December 2019 | 05 April 2020 | On Time | Download Open in new window |