BAKEWELL AND DISTRICT HISTORICAL SOCIETY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 9 August 2019
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £83,239
Latest expenditure: £91,231
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: The Old House Museum, Cunningham Place, BAKEWELL, DE45 1DD

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

02 Activities

What the charity does

We encourage education for all through the preservation of Bakewell's history and architecture via the Bakewell Old House Museum, a Grade II*House dating from 1534 which exhibits 9,000 objects in 13 rooms. We also present an annual programme of social and educational events and publish the Society's annual Journal and quarterly Newsletters. For more information go to: www.oldhousemuseum.org.uk

03 Official extract

Charity Annual Return History

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: 10 October 2025
Date Accounts Received: 10 October 2025
Total Gross Income: £83,239
Total Gross Expenditure: £91,231

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: 27 September 2024
Date Accounts Received: 27 September 2024
Total Gross Income: £55,207
Total Gross Expenditure: £44,085

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: 28 August 2023
Date Accounts Received: 28 August 2023
Total Gross Income: £64,916
Total Gross Expenditure: £50,980

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: 10 September 2022
Date Accounts Received: 10 September 2022
Total Gross Income: £46,707
Total Gross Expenditure: £31,997

Fin Period Start Date: 9 August 2019
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 14 October 2021
Date Accounts Received: 14 October 2021
Total Gross Income: £44,286
Total Gross Expenditure: £56,268

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
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: 10 October 2025
Total Gross Income: £83,239
Total Gross Expenditure: £91,231
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £11,661
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
Employees Salary Over 60k: No
Count Volunteers: 82

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 27 September 2024
Total Gross Income: £55,207
Total Gross Expenditure: £44,085
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £200
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
Employees Salary Over 60k: No
Count Volunteers: 60

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 28 August 2023
Total Gross Income: £64,916
Total Gross Expenditure: £50,980
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: £2,667
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 58

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 10 September 2022
Total Gross Income: £46,707
Total Gross Expenditure: £31,997
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £9
Income From Government Grants: £20,489
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 80

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 9 August 2019
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 14 October 2021
Total Gross Income: £44,286
Total Gross Expenditure: £56,268
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Grants: £34,227
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 70

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

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

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

07 Official extract

Charity Event History

Charity Name: BAKEWELL AND DISTRICT HISTORICAL SOCIETY
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2021-03-08T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 1027732
Assoc Registered Charity Number: 1027732
Assoc Charity Name: BAKEWELL AND DISTRICT HISTORICAL SOCIETY

Charity Name: BAKEWELL AND DISTRICT HISTORICAL SOCIETY
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-08-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 09 Aug 2019
Charitable Objects: THE OBJECTS OF THE CIO ARE: 1) TO PROMOTE THE PRESERVATION OF THE HISTORICAL AND ARCHITECTURAL HERITAGE OF THE BAKEWELL DISTRICT FOR THE BENEFIT OF THE PUBLIC BY PRESERVING AND MAINTAINING HERITAGE ASSETS IN BAKEWELL WHICH ARE OF PRESERVATION MERIT, AND IN PARTICULAR, BAKEWELL OLD HOUSE MUSEUM (GRADE II* HOUSE DATING FROM 1534 (HISTORIC ENGLAND LIST ENTRY NUMBER 1247512). 2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND HERITAGE OF THE BAKEWELL DISTRICT, IN PARTICULAR BUT NOT EXCLUSIVELY, THROUGH THE DEVELOPMENT OF BAKEWELL OLD HOUSE MUSEUM (ARTS COUNCIL ACCREDITATION NUMBER 559) AND BY THE CREATION OF A HISTORICAL SOCIETY AND THE PROMOTION OF RESEARCH, THE USEFUL RESULTS OF WHICH WILL BE DISSEMINATED FOR THE PUBLIC BENEFIT.
Area Of Benefit: LOCAL

09 Official extract

Charity Other Names

Charity Name Id: 618369
Charity Name Type: Working name
Charity Name: BAKEWELL OLD HOUSE MUSEUM AND HISTORY SOCIETY

10 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management