CUMBERLAND BUILDING SOCIETY CHARITABLE FOUNDATION

Charity number: 1072435
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Making donations for the benefit of persons living within the Society's operating region (Cumbria, Dumfriesshire, Preston, Lancaster, Haltwhistle). To make a relatively large number of small donations across the whole of the operating region, with a view to reaching local community groups, where often small donations of funds can have significant impacts.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £24,333
Total expenditure: £24,333

People

5 Trustee(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:
  • General Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Cumbria
  • Lancashire
  • Northumberland
  • Scotland

Governance

Registration history:
  • 13 November 1998: Standard registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kelly Jane Ashbridge Trustee 18 April 2023
None on record
Elizabeth Emma Frances Smith Trustee 18 April 2023
None on record
Lyndsay Maxwell Trustee 18 April 2023
None on record
Louise Marion Cape Trustee 18 April 2023
None on record
Lewis Benson Trustee 15 October 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £23.41k £23.88k £22.37k £24.64k £24.33k
Total expenditure £23.41k £23.88k £22.37k £24.64k £24.33k
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 March 2024 27 January 2025 On Time
Accounts and TAR 31 March 2024 27 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 18 January 2023 On Time
Accounts and TAR 31 March 2022 18 January 2023 On Time Download Open in new window
Annual return 31 March 2021 26 January 2022 On Time
Accounts and TAR 31 March 2021 26 January 2022 On Time Download Open in new window
Annual return 31 March 2020 18 December 2020 On Time
Accounts and TAR 31 March 2020 18 December 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.

CIO - FOUNDATION CONVERSION DATED 07 OCT 2019

Charitable objects

GENERAL CHARITABLE PURPOSES

Area of benefit

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

NOT DEFINED

Contact information

Address:
CUMBERLAND HOUSE
COOPER WAY
PARKHOUSE
CARLISLE
CUMBRIA
CA3 0JF
Phone:
01228403141
Email:
charitablefoundation@cumberland.co.uk
Website:

www.cumberland.co.uk Open in new window