BAKEWELL AND DISTRICT HISTORICAL SOCIETY

Charity number: 1184842
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We encourage education for all through the preservation of Bakewell's history and architecture via the Bakewell Old House Museum, a Grade II*House dating from 1534 which exhibits 9,000 objects in 13 rooms. We also present an annual programme of social and educational events and publish the Society's annual Journal and quarterly Newsletters. For more information go to: www.oldhousemuseum.org.uk

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £55,207
Total expenditure: £44,085

Total income includes £200 from 1 government grant(s)

People

8 Trustee(s)

60 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Derbyshire

Governance

Registration history:
  • 09 August 2019: CIO registration
  • 08 March 2021: Funds received from 1027732 BAKEWELL AND DISTRICT HISTORICAL SOCIETY
Organisation type:
CIO
Other names:
  • BAKEWELL OLD HOUSE MUSEUM AND HISTORY SOCIETY (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kenneth Ronald Smith Chair 25 April 2023
None on record
Oliva Mitchell Trustee 15 May 2025
None on record
Lisa Ann Simpson Trustee 17 July 2023
None on record
Richard John Hildebrand Trustee 16 July 2023
None on record
Alison Edwards Trustee 15 June 2022
None on record
Megan Jones Trustee 16 May 2021
None on record
Eleanor Jane Whitehead Trustee 13 May 2021
None on record
Lesley Ayers Trustee 09 August 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £44.29k £46.71k £64.92k £55.21k
Total expenditure £56.27k £32.00k £50.98k £44.09k
Income from government contracts N/A N/A N/A N/A
Income from government grants £34.23k £20.49k £2.67k £200

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 27 September 2024 On time
Accounts and TAR 31 December 2023 27 September 2024 On time Download Open in new window
Annual return 31 December 2022 28 August 2023 On time
Accounts and TAR 31 December 2022 28 August 2023 On time Download Open in new window
Annual return 31 December 2021 10 September 2022 On time
Accounts and TAR 31 December 2021 10 September 2022 On time Download Open in new window
Annual return 31 December 2020 14 October 2021 On time
Accounts and TAR 31 December 2020 14 October 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.

CIO - ASSOCIATION Registered 09 Aug 2019

Charitable objects

THE OBJECTS OF THE CIO ARE: 1) TO PROMOTE THE PRESERVATION OF THE HISTORICAL AND ARCHITECTURAL HERITAGE OF THE BAKEWELL DISTRICT FOR THE BENEFIT OF THE PUBLIC BY PRESERVING AND MAINTAINING HERITAGE ASSETS IN BAKEWELL WHICH ARE OF PRESERVATION MERIT, AND IN PARTICULAR, BAKEWELL OLD HOUSE MUSEUM (GRADE II* HOUSE DATING FROM 1534 (HISTORIC ENGLAND LIST ENTRY NUMBER 1247512). 2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND HERITAGE OF THE BAKEWELL DISTRICT, IN PARTICULAR BUT NOT EXCLUSIVELY, THROUGH THE DEVELOPMENT OF BAKEWELL OLD HOUSE MUSEUM (ARTS COUNCIL ACCREDITATION NUMBER 559) AND BY THE CREATION OF A HISTORICAL SOCIETY AND THE PROMOTION OF RESEARCH, THE USEFUL RESULTS OF WHICH WILL BE DISSEMINATED FOR THE PUBLIC BENEFIT.

Area of benefit

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

LOCAL

Contact information

Address:
The Old House Museum
Cunningham Place
BAKEWELL
DE45 1DD
Phone:
01629813642
Email:
oldhousemuseum@bakewellhistory.com
Website:

www.oldhousemuseum.org.uk Open in new window