Finance Score: -7

Governance Score: 0

Support Score: 5

Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
12+ Trustees: -1
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: -2

CUMBRIA COUNTY HISTORY TRUST

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.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker recently
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	*	£20	£34	£-14	n/a	n/a	n/a	n/a	n/a	30
31/12/21		£13	£20	£-7	n/a	n/a	n/a	n/a	n/a	0
31/12/20	*	£5	£21	£-15	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£61	£21	£40	n/a	n/a	n/a	n/a	n/a	30
31/12/18		£25	£21	£4	£0	£0	£0	n/a	0	30
31/12/17		£19	£21	£-2	£0	£0	£0	n/a	0	0
31/12/16		£18	£19	£-1	£0	£0	£0	n/a	0	0
31/12/15		£27	£20	£7	£0	£0	£0	n/a	0	0
31/12/14		£24	£19	£5	£0	£0	£0	n/a	0	0
31/12/13		£29	£30	£-1	£0	£0	£0	n/a	0	0
31/12/12		£31	£28	£3	£0	£0	£0	n/a	0	0
31/12/11		£32	£22	£10	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 14 years

www.cumbriacountyhistory.org.uk

dick.platt@gmail.com

07971877924

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
30 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - ALB-Historic England-List Condition and Engagement Project Phase 2: North West and North East & Yorkshire
£6,000	10/11/2022	Historic England is seeking to engage with community groups and organisations (and through them a wider pool of volunteers) based in, or working within, the areas or Local Authority Districts of ....more Historic England is seeking to engage with community groups and organisations (and through them a wider pool of volunteers) based in, or working within, the areas or Local Authority Districts of Blackpool, Whitby (Scarborough), Maryport (Allerdale), Barrow-in-Furness or Whitehaven (Copeland), on an important piece of work which we are undertaking.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

DR PENELOPE JOYCE ELIZABETH BRADSHAW Appointed: 2023

DR ROBERT GILES DAVID Appointed: 2023

JANE PENMAN Appointed: 2017

LORNA MULLETT MA Appointed: 2018

PROFESSOR KEITH STRINGER

WILLIAM DERMOT SHANNON

DR RUTH LAWLEY Appointed: 2021, Other trusteeship: THE HELM AT CROGLIN,

ELEANOR JANE KINGSTON Appointed: 2023, Other trusteeship: CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY,

MARION MCCLINTOCK MBE BA, Other trusteeships: CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY, CATHEDRAL CHURCH OF ST MARY THE VIRGIN BLACKBURN,

PROFESSOR ANGUS JAMES LOGIE WINCHESTER Appointed: 2016, Other trusteeship: CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY,

RICHARD PLATT Appointed: 2014, Other trusteeship: CUMBRIA CURSILLO,

ROBERT ROSARIO BAXTER Appointed: 2016, Other trusteeship: AIM25,

ROGER KENNETH BINGHAM Appointed: 2021, Other trusteeships: GRUNDYS CHARITY FOR POOR, BURTON-IN-KENDAL EDUCATIONAL FOUNDATION, STONELEIGH SURGERY CHARITY FUND,

SIR WILLIAM ROLAND CEDRIC JACKSON (Chair) Appointed: 2020, Occupation: Science Policy, Historical Research And Writing, Other trusteeship: LOWTHER CASTLE AND GARDENS TRUST,

Legal constitution

Charity registered in England & Wales on 10/08/2010, number: 1137379

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

12 returns made; AR22: 40 days late, AR20: 14 days late,

Main office

9 THE ABBEY
CARLISLE
Cumbria
CA3 8TZ

Objectives

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 GENERAL2 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

Defined Area of Benefit:

THE COUNTY OF CUMBRIA

Data Sources