## Section C:  Notes to the accounts Trustees’ annual report for the period 


Period start date 0      1      1      1       2      0                                         3      1       1       0     2       1Period end date Charity name Cumbria Amenity Trust Mining History Society Charity No 1    1   8     0   1   9     8 (if any) 

## Objectives and Activities 

||SORP<br>reference||
|---|---|---|
|Summary of the purposes of the<br>charity as set out in its governing<br>document|Para 1.17|See Constitution|
|Summary of the main activities<br>in relation to those purposes for<br>the public beneft, in particular,<br>the activities, projects or services<br>identifed in the accounts.|Para 1.17 and<br>1.19|See Constitution|
|Statement confrming whether the<br>trustees have had regard to the<br>guidance issued by the Charity<br>Commission onpublic beneft|Para 1.18|The Trustees so confirm|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Policy on grant making|Para 1.38||
|Policy on social investment including<br>program related investment|Para 1.38||
|Contribution made by volunteers|Para 1.38||
|Other|||



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## Achievements and Performance 

||SORP<br>reference||
|---|---|---|
|Summary of the main achievements<br>of the charity, identifying the<br>difference the charity’s work has<br>made to the circumstances of its<br>benefciaries and any wider benefts<br>to society as a whole.|Para 1.20|The Pandemic has curtailed operations for most<br>of the year however the Society's educational<br>role has continued in providing meets both<br>above and below ground, providing talks and<br>guiding visits for outside groups. Participation<br>in the Lake District Mining Forum has<br>continued and the Society has had a gate fitted<br>to the Coniston Deep Level. As access controller<br>the Society has provided access to Hudgill Burn<br>Mine for a geological survey. Four newsletters<br>were produced.<br>The enthusiasm with which the program has<br>been met by participants clearly demonstrates<br>the Society's success in meeting it's objectives.|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Achievements against objectives set|Para 1.41||
|Performance of fundraising activities<br>against objectives set|Para 1.41||
|Investment performance against<br>objectives|Para 1.41||
|Other|||



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## Financial Review 

||SORP<br>reference||
|---|---|---|
|Review of the charity’s fnancial<br>position at the end of the period|Para 1.21|See the Balance Sheet|
|Statement explaining the policy for<br>holding reserves stating why they<br>are held|Para 1.22|There is no policy on holding reserves, the<br>Society has no debts or commitments nor<br>any employees|
|Amount of reserves held|Para 1.22|<br>The whole of the Society's cash is available at<br>anytime.|
|Reasons for holding zero reserves|Para 1.22|See above|
|Details of fund materially in defcit|Para 1.24|None, see the Balance Sheet|
|Explanation of any uncertainties<br>about the charity continuing as a<br>goingconcern|Para 1.23|There are no such uncertainties|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|The charity’s principal sources of<br>funds (including any fundraising)|Para 1.47||
|Investment policy and objectives<br>including any social investment<br>policy adopted|Para 1.46||
|A description of the principal risks<br>facing the charity|Para 1.46||
|Other|||



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## Structure, Governance and Management 

|Description of charity’s trusts:|SORP<br>reference||
|---|---|---|
|Type of governing document<br>(trust deed,royal charter)|Para 1.25|Constitution|
|How is the charity constituted?<br>(e.gunincorporated association,CIO)|Para 1.25|CIO|
|Trustee selection methods including<br>details of any constitutional<br>provisions e.g. election to post<br>or name of any person or body<br>entitled to appoint one or more<br>trustees|Para 1.25|Election at AGM|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Policies and procedures adopted for<br>the induction and training of trustees|Para 1.51||
|The charity’s organisational structure<br>and any wider network with which<br>the charityworks|Para 1.51||
|Relationship with any related parties|Para 1.51||
|Other|||



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## Reference and Administrative details 

|Charity name|Cumbria Amenity Trust Mining History SocietyCumbria|
|---|---|
|Other name the charity uses|CATMHS|
|Registered charity number|1180198|
|Charity’s principal address|1, Hillcroft Crescent<br>Ealing<br>LONDON W5 2SG|



## Names of the charity trustees who manage the charity 

|Trustee name|Office (if any)|Dates acted if not for<br>whole year|Name of person (or<br>body) entitled to appoint<br>trustee(if any)|
|---|---|---|---|
|Warren Allison|Chairman|||
|Colin Woollard|Secretary|||
|John R Aird|Treasurer|||
|John E D Brown||||
|Christopher Bunker||From 14/12/2019||
|Stephen Cove||From 14/12/2019||
|Christopher J Cowdery||||
|Graham J Derbyshire||From 14/12/2019||
|Mark A B Hatton||||
|Ian Matheson||||
|Michael Oddie||From 11/02/2019||
|Michael Pringle||From 14/12/2019||
|Lorraine Crisp||From 05/06/2021||
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## Reference and Administrative details (cont) 

## Corporate trustees – names of the directors at the date the report was approved 

Director name None 

## Name of trustees holding title to property belonging to the charity 

|Trustee name|Dates acted if not for whole<br>year||
|---|---|---|
|None|||
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## Funds held as custodian trustees on behalf of others 

|Description of the assets held in this<br>capacity|None|
|---|---|
|Name and objects of the charity<br>on whose behalf the assets are<br>held and how this falls within the<br>custodian charity’s objects|None|
|Details of arrangements for safe<br>custody and segregation of such<br>assets from the charity’s own assets|None|



## Additional information (optional) 

Names and addresses of advisers (Optional information) 

Type of adviser Name Address 

## Name of chief executive or names of senior staff members (Optional information) 

## Exemptions from disclosure 

Reason for non-disclosure of key personnel details 

## Other optional information 

Charity Accounts templates – Trustees’ annual report for the period 

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Oeclaiations
The Iiustees declare Ihal Ihey have approved the trustees repoil above.
Signed on behalf ol the charirfs tr
gnature(5)
Full name(s)
John Robert Aird
Posilion (eg Secretafy,
Chair, etc)
Treasurer
22nd November 2021
Cha¥ity kcounls lem￿ales- Twslees, Few the Fe￿
(k10b￿ 2016