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

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:
  • 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
TREVOR THOMAS LITTLETON Chair 21 January 2013
None on record
Rev Trevor Arnold Lewis Trustee 07 June 2024
None on record
Ann Christine Heppell Trustee 07 June 2024
None on record
Fiona Bishop Trustee 11 June 2016
THE BECK COMMUNITY CENTRE ASSOCIATION
Received: On time
WILLIAM BUNDRED Trustee 11 June 2016
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 £28.36k £19.31k £27.72k £28.52k £29.71k
Total expenditure £25.30k £10.59k £18.71k £23.38k £60.93k
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 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
Submit annual return Open in new window

Contact information

Address:
28 Ainderby Gardens
NORTHALLERTON
North Yorkshire
DL7 8GU
Phone:
07584055099