CCEW Charity Commission profile

CARTMEL PRIORY TRUST CIO

Registered charity 1197202 · organisation 5191110

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
17 December 2021
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£103,351
Latest expenditure
£83,768
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: The Vicarage, Priest Lane, Cartmel, GRANGE-OVER-SANDS, Cumbria, LA11 6PU

02 Activities

What the charity does

Religious activities

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
12 March 2026
Date Accounts Received
12 March 2026
Total Gross Income
£103,351
Total Gross Expenditure
£83,768
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
18 March 2025
Date Accounts Received
18 March 2025
Total Gross Income
£91,063
Total Gross Expenditure
£76,480
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
5 June 2024
Date Accounts Received
5 June 2024
Total Gross Income
£84,516
Total Gross Expenditure
£26,425
Fin Period Start Date
17 December 2021
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
4 April 2023
Date Accounts Received
4 April 2023
Total Gross Income
£78,856
Total Gross Expenditure
£40,788

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
12 March 2026
Total Gross Income
£103,351
Total Gross Expenditure
£83,768
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
0
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
18 March 2025
Total Gross Income
£91,063
Total Gross Expenditure
£76,480
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
0
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
5 June 2024
Total Gross Income
£84,516
Total Gross Expenditure
£26,425
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
17 December 2021
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
4 April 2023
Total Gross Income
£78,856
Total Gross Expenditure
£40,788
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
0

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
108
Classification Type
What
Classification Description
Religious Activities

07 Official extract

Charity Event History

Charity Name
CARTMEL PRIORY TRUST CIO
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-05-25T00:00:00
Assoc Organisation Number
1003369
Assoc Registered Charity Number
1003369
Assoc Charity Name
CARTMEL PRIORY TRUST
Charity Name
CARTMEL PRIORY TRUST CIO
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2021-12-17T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 17 Dec 2021
Charitable Objects
THE OBJECTS OF THE CIO ARE:3.1THE ADVANCEMENT OF RELIGION BY THE CONSERVATION, MAINTENANCE, IMPROVEMENT, ENHANCEMENT AND REPLACEMENT OF THE FABRIC, FIXTURES, FITTINGS AND FURNISHINGS OF THE PRIORY CHURCH OF ST. MARY AND ST. MICHAEL, CARTMEL, CUMBRIA (INCLUDING, WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, THE CHURCHYARD AND HEREDITAMENTS WITHIN THE CURTILAGE OF THE CHURCHYARD) AS A PLACE OF LIVING CHRISTIAN WORSHIP WITHIN THE VILLAGE OF CARTMEL AND PROVIDED THAT SHOULD THE PRIORY CHURCH CEASE TO BE A PLACE OF LIVING CHRISTIAN WORSHIP THEN THE SECONDARY OBJECT SHALL BE THE FURTHERANCE AND ADVANCEMENT OF THE CHRISTIAN FAITH WITHIN THE LOCALITY OF CARTMEL BY (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE CONSTRUCTION AND MAINTENANCE OF A PLACE OF WORSHIP;3.2THE ADVANCEMENT OF THE CHRISTIAN FAITH MORE GENERALLY IN CARTMEL AND ITS SURROUNDING AREAS.

09 Official extract

Charity Policy

Policy Name
Complaints handling
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Conflicting interests