Finance Score: -2
Governance Score: 0
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • No volunteer policy: -2
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -2 ?

CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY 

Funds historical and archaeological research with grants to volunteer groups, schools, museums and academic/professional researchers. Operates a website with accessible heritage information. Support local historical societies in studying the historical environment. Holds study days, lectures and visits. Publishes a respected annual journal, plus books and other publications.
Analysis by Giving is Great

Positives:

  • 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 32 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
  • On several occasions in recent years income has been 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
31/01/23£62£76£-15n/an/an/an/an/a12
31/01/22£64£84£-20n/an/an/an/an/a12
31/01/21£64£78£-14n/an/an/an/an/a12
31/01/20£64£74£-10n/an/an/an/an/a20
31/01/19£64£64£1n/an/an/an/an/a20
31/01/18£55£62£-6£0£0£0n/a00
31/01/17£59£80£-21£0£0£0n/a00
31/01/16£63£81£-19£0£0£0n/a00
31/01/15£70£92£-23£0£0£0n/a00
31/01/14£76£69£7£0£0£0n/a00
31/01/13£95£92£3£0£0£0n/a00
31/01/12£59£64£-5£0£0£0n/a00
31/01/11£72£71£1£0£0£0n/a00
31/01/10£48£51£-4£0£0£0n/a00
31/01/09£49£48£1£0£0£0n/a00
31/01/08£55£49£6£0£0£0n/a00
31/01/07*£74£55£19£0£0£0n/a00
31/01/06£65£57£8£0£0£0n/a00
31/01/05£70£68£2£0£0£0n/a00
31/01/04£104£73£30£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 60 years

cumbriapast.com

treasurer@cumbriapast.com

01772709187

Charity Commission for England and WalesFacebookX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Sponsors or undertakes research
Where it operates
  • Cumbria, Lancashire, Northumberland,
Who it helps
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (32)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 15/04/1964, number: 227786
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
Filing Record
20 returns made; AR07: 55 days late,
Main office

12A CARLETON AVENUE
FULWOOD
PRESTON
PR2 6YA

Objectives

THE INVESTIGATION, DESCRIPTION AND PRESERVATION OF THE ANTIQUITIES, ARCHAEOLOGY AND HISTORICAL RECORDS OF CUMBERLAND, WESTMORLAND AND LANCASHIRE NORTH OF THE SANDS.

Defined Area of Benefit:

CUMBERLAND, WESTMORLAND AND LANCASHIRE NORTH OF THE SANDS

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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