CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY
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.
Financial health, per its FY2025 accounts
The accounts state that the Society reported a net deficit of £28,134 for the year ended 31 January 2025, an increase from the previous year's deficit of £22,220. Despite this operational shortfall, the total net assets increased to £836,471 due to investment gains, with unrestricted funds standing at £206,346. The trustees note that the Society operates a cash-based accounting system and aims for investment income to fund grants and subsidize publication costs.
What the accounts disclose
“Our financial reserves are those assets in the Unrestricted Funds that are not set aside for the defined purposes of the charity, currently £206,346 with the Society’s aim to maintain sufficient free reserves to enable it to meet the needs of the activities of the Society and to respond to any unexpected calls on them.” — page 9
Trustees
- Dr Gillian Margaret HEYchair
- Alan Kevin Grice
- Anthony Raymond WILMOTT
- Barbara Marion BLATCHFORD
- DR DAVID JOHN BREEZE
- DR Michael John Winstanley
- Dr Christopher Donaldson
- Dr KEITH JOHN STRINGER
- Dr Richard Newman
- Dr SOPHIE THERESE AMBLER
- Dr Sarah Anne Rose
- Dr WILLIAM DERMOT SHANNON
- Eleanor Jane Kingston
- Janice Sheila HICKS
- Jessica Rosemary TOFT
- MARION MCCLINTOCK MBE BA
- MARK BRENNAND
- Martin Railton
- PROFESSOR ANGUS JAMES LOGIE WINCHESTER
- PROFESSOR COLIN MICHAEL RICHARDS
- RACHEL MARGARET NEWMAN BA FSA
- ROB DAVID
- WARREN DAVID ALLISON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £61k | £89k |
| 31/01/2024 | £63k | £85k |
| 31/01/2023 | £62k | £76k |
| 31/01/2022 | £64k | £84k |
| 31/01/2021 | £64k | £78k |
Common questions
Is CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY financially healthy?
Per its FY2025 accounts: The accounts state that the Society reported a net deficit of £28,134 for the year ended 31 January 2025, an increase from the previous year's deficit of £22,220. Despite this operational shortfall, the total net assets increased to £836,471 due to investment gains, with unrestricted funds standing at £206,346. The trustees note that the Society operates a cash-based accounting system and aims for investment income to fund grants and subsidize publication costs. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | — | £539 | ALB-Historic England-Beckfoot, Cumbria |