CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 15 April 1964
Removed: Not supplied
Financial period: 1 February 2025 – 31 January 2026
Latest income: £67,045
Latest expenditure: £86,755
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 17 GILBERT ROAD, CUMMERSDALE, CARLISLE, CA2 6BJ

Website recorded by the regulator: cumbriapast.com (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 February 2025
Fin Period End Date: 31 January 2026
Ar Cycle Reference: AR26
Reporting Due Date: 30 November 2026
Date Annual Return Received: 21 September 2026
Date Accounts Received: 21 September 2026
Total Gross Income: £67,045
Total Gross Expenditure: £86,755

Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 November 2025
Date Annual Return Received: 5 November 2025
Date Accounts Received: 5 November 2025
Total Gross Income: £61,306
Total Gross Expenditure: £89,440

Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 November 2024
Date Annual Return Received: 22 October 2024
Date Accounts Received: 22 October 2024
Total Gross Income: £63,097
Total Gross Expenditure: £85,317

Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 November 2023
Date Annual Return Received: 7 October 2023
Date Accounts Received: 7 October 2023
Total Gross Income: £61,510
Total Gross Expenditure: £76,482

Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 November 2022
Date Annual Return Received: 18 May 2022
Date Accounts Received: 18 May 2022
Total Gross Income: £64,103
Total Gross Expenditure: £84,449

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 February 2025
Fin Period End Date: 31 January 2026
Ar Due Date: 30 November 2026
Ar Received Date: 21 September 2026
Total Gross Income: £67,045
Total Gross Expenditure: £86,755
Grant Making Is Main Activity: No
Charity Has Trading 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
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Due Date: 30 November 2025
Ar Received Date: 5 November 2025
Total Gross Income: £61,306
Total Gross Expenditure: £89,440
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading 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
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Due Date: 30 November 2024
Ar Received Date: 22 October 2024
Total Gross Income: £63,097
Total Gross Expenditure: £85,317
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading 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
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Due Date: 30 November 2023
Ar Received Date: 7 October 2023
Total Gross Income: £61,510
Total Gross Expenditure: £76,482
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading 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
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Due Date: 30 November 2022
Ar Received Date: 18 May 2022
Total Gross Income: £64,103
Total Gross Expenditure: £84,449
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Northumberland
Welsh Ind: No

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

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

07 Official extract

Charity Event History

Charity Name: CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-04-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION DATED 1866 AND RULES ADOPTED 11 SEPTEMBER 1958 AS AMENDED 5 APRIL 2008.AS AMENDED ON 14 APR 2012AS AMENDED ON 08 APR 2017
Charitable Objects: THE INVESTIGATION, DESCRIPTION AND PRESERVATION OF THE ANTIQUITIES, ARCHAEOLOGY AND HISTORICAL RECORDS OF CUMBERLAND, WESTMORLAND AND LANCASHIRE NORTH OF THE SANDS.
Area Of Benefit: CUMBERLAND, WESTMORLAND AND LANCASHIRE NORTH OF THE SANDS

09 Official extract

Charity Other Names

Charity Name Id: 315455
Charity Name Type: Working name
Charity Name: CWAAS

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Investment