COOPER ASSOCIATES FOUNDATION

Charity number: 1181206
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Cooper Associates Foundation is the philanthropic arm of the Cooper Associates Group, acting to support charities through clients and partners associated with the Cooper Associates community. Our giving is guided by themes, with the main focus on children and young people who have special needs through illness or disability, or who are disadvantaged in other ways.

Income and expenditure

Data for financial year ending 30 April 2024

Total income: £27,490
Total expenditure: £22,883

People

5 Trustee(s)

5 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Disability
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
Where the charity operates:
  • Devon
  • Dorset
  • Gloucestershire
  • Somerset

Governance

Registration history:
  • 17 December 2018: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
11318802 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SAMANTHA DAWN JACKSON Chair 19 April 2018
None on record
James Alan Regan Trustee 01 January 2025
None on record
Helen June Grendon Trustee 07 June 2024
None on record
KEVIN JOHN PARSONS Trustee 19 April 2018
None on record
THOMAS ABELL Trustee 19 April 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 30/04/2020 30/04/2021 30/04/2022 30/04/2023 30/04/2024
Total gross income £22.05k £16.84k £15.75k £38.97k £27.49k
Total expenditure £8.66k £5.95k £29.64k £42.14k £22.88k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 April 2024 24 February 2025 On Time
Accounts and TAR 30 April 2024 24 February 2025 On Time Download Open in new window
Annual return 30 April 2023 26 April 2024 57 days late
Accounts and TAR 30 April 2023 26 April 2024 57 days late Download Open in new window
Annual return 30 April 2022 27 February 2023 On Time
Accounts and TAR 30 April 2022 Not Required
Annual return 30 April 2021 24 February 2022 On Time
Accounts and TAR 30 April 2021 Not Required
Annual return 30 April 2020 29 January 2021 On Time
Accounts and TAR 30 April 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 19 APR 2018 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 05 DEC 2018

Charitable objects

1. TO ADVANCE IN LIFE AND HELP YOUNG PEOPLE THROUGH: (A) THE PROVISION OF RECREATIONAL AND LEISURE TIME ACTIVITIES PROVIDED IN THE INTEREST OF SOCIAL WELFARE, DESIGNED TO IMPROVE THEIR CONDITIONS OF LIFE; (B) PROVIDING SUPPORT AND ACTIVITIES WHICH DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS. 2. TO FURTHER SUCH OTHER PURPOSES WHICH MAY BE CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME

Contact information

Address:
COOPER ASSOCIATES
40 ST JAMES STREET
TAUNTON
TA1 1JR
Phone:
01823273880
Email:
No information available
Website:

No information available