CCEW Charity Commission profile

CUMBRIA WILDLIFE TRUST LTD

Registered charity 218711 · organisation 218711

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 June 1963
Removed
Not supplied
Company number supplied
00724133
Financial period
1 April 2024 – 31 March 2025
Latest income
£13,804,508
Latest expenditure
£6,387,114
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: CUMBRIA WILDLIFE TRUST, PLUMGARTHS, CROOK ROAD, KENDAL, LA8 8LX

Website recorded by the regulator: www.cumbriawildlifetrust.org.uk (displayed as text)

02 Activities

What the charity does

Cumbria Wildlife Trust is the only voluntary organisation solely devoted to the conservation of the wildlife and wild places of Cumbria. The Trust stands up for wildlife, creates wildlife havens, and seeks to raise environmental awareness.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
17 December 2025
Date Accounts Received
17 December 2025
Total Gross Income
£13,804,508
Total Gross Expenditure
£6,387,114
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
17 October 2024
Date Accounts Received
17 October 2024
Total Gross Income
£5,757,274
Total Gross Expenditure
£4,998,740
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
25 January 2024
Date Accounts Received
25 January 2024
Total Gross Income
£4,768,482
Total Gross Expenditure
£4,422,365
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
23 January 2023
Date Accounts Received
23 January 2023
Total Gross Income
£4,185,245
Total Gross Expenditure
£3,272,256
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
2 December 2021
Date Accounts Received
2 December 2021
Total Gross Income
£4,011,673
Total Gross Expenditure
£2,917,917

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
17 December 2025
Total Gross Income
£13,804,508
Total Gross Expenditure
£6,387,114
Grant Making Is Main Activity
No
Count Govt Contracts
7
Count Govt Grants
£47
Income From Government Contracts
124559
Income From Government Grants
£2,595,759
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
757
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
17 October 2024
Total Gross Income
£5,757,274
Total Gross Expenditure
£4,998,740
Grant Making Is Main Activity
No
Count Govt Contracts
9
Count Govt Grants
£42
Income From Government Contracts
273592
Income From Government Grants
£1,651,123
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
1215
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
25 January 2024
Total Gross Income
£4,768,482
Total Gross Expenditure
£4,422,365
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£37
Income From Government Contracts
25096
Income From Government Grants
£1,836,568
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
1058
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
23 January 2023
Total Gross Income
£4,185,245
Total Gross Expenditure
£3,272,256
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
Yes
Charity Agreement Commerical Participator
Yes
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£40
Income From Government Contracts
10325
Income From Government Grants
£1,636,829
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
1058
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
2 December 2021
Total Gross Income
£4,011,673
Total Gross Expenditure
£2,917,917
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
Yes
Charity Agreement Commerical Participator
Yes
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
1
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£35
Income From Government Contracts
10400
Income From Government Grants
£1,470,129
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
1380

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
17 December 2025
Income Donations And Legacies
3415128
Income Other Trading Activities
75819
Income Charitable Activities
10121143
Income Investments
180386
Income Other
12032
Income Total Income And Endowments
13804508
Income Legacies
265109
Income Endowments
0
Expenditure Raising Funds
£681,468
Expenditure Charitable Expenditure
£5,705,646
Expenditure Other
0
Expenditure Total
6387114
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
79578
Expenditure Support Costs
974125
Expenditure Depreciation
121827
Gain Loss Investment
-29275
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£624,249
Assets Total Fixed
13405185
Assets Own Use
12121173
Assets Long Term Investment
1284012
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,782,401
Assets Total Liabilities
£1,234,061
Assets Current Investment
3936707
Assets Total Assets And Liabilities
£18,953,525
Creditors One Year Total Current
1234061
Creditors Falling Due After One Year
0
Assets Cash
£689,097
Funds Endowment
74888
Funds Unrestricted
4152616
Funds Restricted
14726021
Funds Total
18953525
Count Employees
88
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
17 October 2024
Income Donations And Legacies
2217550
Income Other Trading Activities
71010
Income Charitable Activities
3355410
Income Investments
105270
Income Other
8034
Income Total Income And Endowments
5757274
Income Legacies
573504
Income Endowments
0
Expenditure Raising Funds
£655,304
Expenditure Charitable Expenditure
£4,343,436
Expenditure Other
0
Expenditure Total
4998740
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
65587
Expenditure Support Costs
943085
Expenditure Depreciation
103278
Gain Loss Investment
-33158
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£790,276
Assets Total Fixed
6790844
Assets Own Use
5477657
Assets Long Term Investment
1313187
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,169,186
Assets Total Liabilities
£646,634
Assets Current Investment
1823159
Assets Total Assets And Liabilities
£11,313,396
Creditors One Year Total Current
637884
Creditors Falling Due After One Year
8750
Assets Cash
£1,220,890
Funds Endowment
77984
Funds Unrestricted
4396063
Funds Restricted
6839349
Funds Total
11313396
Count Employees
82
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
25 January 2024
Income Donations And Legacies
1366186
Income Other Trading Activities
55897
Income Charitable Activities
3290465
Income Investments
49397
Income Other
6537
Income Total Income And Endowments
4768482
Income Legacies
163943
Income Endowments
0
Expenditure Raising Funds
£545,685
Expenditure Charitable Expenditure
£3,876,680
Expenditure Other
0
Expenditure Total
4422365
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
61240
Expenditure Support Costs
760356
Expenditure Depreciation
83687
Gain Loss Investment
-29560
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£668,000
Assets Total Fixed
6719262
Assets Own Use
5372917
Assets Long Term Investment
1346345
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,217,580
Assets Total Liabilities
£348,822
Assets Current Investment
1664063
Assets Total Assets And Liabilities
£10,588,020
Creditors One Year Total Current
348822
Creditors Falling Due After One Year
0
Assets Cash
£635,042
Funds Endowment
71368
Funds Unrestricted
4276979
Funds Restricted
6239673
Funds Total
10588020
Count Employees
72
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
23 January 2023
Income Donations And Legacies
1474852
Income Other Trading Activities
42660
Income Charitable Activities
2653226
Income Investments
11531
Income Other
2976
Income Total Income And Endowments
4185245
Income Legacies
211350
Income Endowments
0
Expenditure Raising Funds
£443,348
Expenditure Charitable Expenditure
£2,828,908
Expenditure Other
0
Expenditure Total
3272256
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
47881
Expenditure Support Costs
626596
Expenditure Depreciation
69525
Gain Loss Investment
341691
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£627,924
Assets Total Fixed
6549752
Assets Own Use
5173847
Assets Long Term Investment
1375905
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,054,366
Assets Total Liabilities
£332,655
Assets Current Investment
763086
Assets Total Assets And Liabilities
£10,271,463
Creditors One Year Total Current
332655
Creditors Falling Due After One Year
0
Assets Cash
£2,024,431
Funds Endowment
74820
Funds Unrestricted
4159716
Funds Restricted
6036927
Funds Total
10271463
Count Employees
62
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
2 December 2021
Income Donations And Legacies
1738316
Income Other Trading Activities
31317
Income Charitable Activities
2228775
Income Investments
9869
Income Other
3396
Income Total Income And Endowments
4011673
Income Legacies
586635
Income Endowments
0
Expenditure Raising Funds
£427,252
Expenditure Charitable Expenditure
£2,490,665
Expenditure Other
0
Expenditure Total
2917917
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
50228
Expenditure Support Costs
592829
Expenditure Depreciation
63978
Gain Loss Investment
170451
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£600,091
Assets Total Fixed
6434240
Assets Own Use
5076867
Assets Long Term Investment
1357373
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,047,314
Assets Total Liabilities
£464,771
Assets Current Investment
435276
Assets Total Assets And Liabilities
£9,016,783
Creditors One Year Total Current
464771
Creditors Falling Due After One Year
0
Assets Cash
£1,273,670
Funds Endowment
75191
Funds Unrestricted
3611204
Funds Restricted
5330388
Funds Total
9016783
Count Employees
52
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Cumbria
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name
CUMBRIA WILDLIFE TRUST LTD
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-03-15T00:00:00
Reason
Does not operate
Assoc Organisation Number
4014172
Assoc Registered Charity Number
1109831
Assoc Charity Name
ADAM CLARK MEMORIAL TRUST
Charity Name
CUMBRIA WILDLIFE TRUST LTD
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1963-06-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEM AND ARTS INC 16 MAY 1962 AS AMENDED BY SPECIAL RESOLUTIONS DATED 27 OCT 1973, 24 AUG 1974, 25 APRIL 1984, 8 JUNE 2002 AND 14 JUNE 2003, NOW ARTICLES OF ASSOCIATION ADOPTED BY SPECIAL RESOLUTION DATED 9 OCTOBER 2010.
Charitable Objects
1. FOR THE BENEFIT OF THE PUBLIC TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION MAINTENANCE AND PROTECTION OF: (I) WILDLIFE AND HABITATS; (II) PLACES OF NATURAL BEAUTY; (III) PLACES OF ORNITHOLOGICAL, BOTANICAL, GEOGRAPHICAL, ZOOLOGICAL OR SCIENTIFIC INTEREST; (IV) FEATURES OF LANDSCAPE WITH GEOLOGICAL, PHYSIOGRAPHICAL OR AMENITY VALUE IN PARTICULAR, BUT NOT EXCLUSIVELY, IN WAYS THAT FURTHER BIODIVERSITY.2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN: (I) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT; (II) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATION.3. TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY AND TO PUBLISH THE USEFUL RESULTS THEREOF.
Area Of Benefit
COUNTY OF CUMBRIA

10 Official extract

Charity Other Names

Charity Name Id
185245
Charity Name Type
Previous name
Charity Name
CUMBRIA NATURALISTS' TRUST LTD
Charity Name Id
185274
Charity Name Type
Previous name
Charity Name
THE LAKE DISTRICT NATURALISTS TRUST LTD
Charity Name Id
185265
Charity Name Type
Previous name
Charity Name
THE CUMBRIA TRUST FOR NATURE CONSERVATION LTD

11 Official extract

Charity Policy

Policy Name
Paying staff
Policy Name
Volunteer management
Policy Name
Complaints policy and procedures
Policy Name
Conflicting interests
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Risk management
Policy Name
Social media policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Investment
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints handling