LEATHERHEAD & DISTRICT LOCAL HISTORY SOCIETY CIO — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 11 October 2017
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £5,628
Latest expenditure: £11,573
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Leatherhead Museum, Hampton COTTAGE, 64 Church Street, LEATHERHEAD, KT22 8DP

Website recorded by the regulator: https://www.leatherheadhistory.org/ (displayed as text)

02 Activities

What the charity does

The Society promotes and encourages the study of local history; it owns and manages the Leatherhead Museum, it maintains / curates artefacts for local parishes; and maintains the local history archives and records. It publishes historical materials; holds talks on local history; and encourages the preservation of buildings and sites of archaeological or historical interest in the district.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 28 March 2026
Date Accounts Received: 28 March 2026
Total Gross Income: £5,628
Total Gross Expenditure: £11,573

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 2 April 2025
Date Accounts Received: 2 April 2025
Total Gross Income: £12,929
Total Gross Expenditure: £15,357

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 26 April 2024
Date Accounts Received: 26 April 2024
Total Gross Income: £3,126
Total Gross Expenditure: £17,465

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 24 April 2023
Date Accounts Received: 24 April 2023
Total Gross Income: £9,685
Total Gross Expenditure: £12,707

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 3 April 2022
Date Accounts Received: 3 April 2022
Total Gross Income: £12,746
Total Gross Expenditure: £10,875

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 28 March 2026
Total Gross Income: £5,628
Total Gross Expenditure: £11,573
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £615
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: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 2 April 2025
Total Gross Income: £12,929
Total Gross Expenditure: £15,357
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £1,884
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: 40

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 26 April 2024
Total Gross Income: £3,126
Total Gross Expenditure: £17,465
Grant Making Is Main Activity: No
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: 40

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 24 April 2023
Total Gross Income: £9,685
Total Gross Expenditure: £12,707
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £4,667
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 40

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 3 April 2022
Total Gross Income: £12,746
Total Gross Expenditure: £10,875
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £8,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 40

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

07 Official extract

Charity Event History

Charity Name: LEATHERHEAD & DISTRICT LOCAL HISTORY SOCIETY CIO
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-10-11T00:00:00

Charity Name: LEATHERHEAD & DISTRICT LOCAL HISTORY SOCIETY CIO
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2018-06-20T00:00:00
Assoc Organisation Number: 802409
Assoc Registered Charity Number: 802409
Assoc Charity Name: LEATHERHEAD AND DISTRICT LOCAL HISTORY SOCIETY

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 11 Oct 2017
Charitable Objects: 1) TO INSTITUTE, PROMOTE AND ENCOURAGE FOR THE PUBLIC BENEFIT, THE STUDY OF LOCAL HISTORY IN ALL ITS ASPECTS,2) TO OWN, MAINTAIN AND MANAGE THE MUSEUM AT HAMPTON COTTAGE, 64 CHURCH STREET, LEATHERHEAD, THE MAINTAINING AND CURATION OF ARTEFACTS FOR THE PARISHES OF ASHTEAD, FETCHAM, GREAT AND LITTLE BOOKHAM, HEADLEY, LEATHERHEAD, MICKLEHAM AND THE SURROUNDING DISTRICT FOR CURRENT AND FUTURE GENERATIONS, AND3) THE RETENTION AND DEVELOPMENT OF THE ARCHIVES AND RECORDS OF THE HISTORY SOCIETY FOR THE PARISHES OF ASHTEAD, FETCHAM, GREAT AND LITTLE BOOKHAM, LEATHERHEAD AND THE SURROUNDING DISTRICT FOR CURRENT AND FUTURE GENERATIONS.IN FURTHERANCE OF THE ABOVE: I. TO PUBLISH SUCH HISTORICAL/EDUCATIONAL MATERIALS AS MAY BE DESIRABLE FOR THE BENEFIT OF THE PUBLIC IN PRINTED AND DIGITAL MEDIA AND ALSO TO USE THE LATTER TO PROVIDE RESEARCH FACILITIES FOR ITS MEMBERS;II. TO HOLD OR PARTICIPATE IN EVENTS SUCH AS TALKS ON LOCAL HISTORY AND OTHER HISTORICAL EVENTS OF INTEREST TO MEMBERS, AND TO ARRANGE VISITS TO PLACES OF HISTORICAL INTEREST; ANDIII. TO ENCOURAGE, WHERE DESIRABLE, THE PRESERVATION OF ANY SITE, BUILDING, MONUMENT OR RECORD OF ARCHAEOLOGICAL, ANTIQUARIAN OR HISTORICAL INTEREST IN THE DISTRICT AND TO CO-OPERATE WITH PUBLIC OR PRIVATE BODIES OR INDIVIDUALS IN SAFEGUARDING SUCH SITES, BUILDINGS, MONUMENTS OR RECORDS.

09 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Volunteer management

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures