THE CO-OPERATIVE HERITAGE TRUST

Charity number: 1179727
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The preservation, protection and improvement for the public benefit, on behalf of the co-operative movement, of 31 Toad Lane, Rochdale and the National Co-operative Archive.The encouragement of the provision of access to and the study of such buildings and objects.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £111,172
Total expenditure: £367,665

Total income includes £2,411 from 2 government grant(s)

People

11 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Other Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Manchester City

Governance

Registration history:
  • 29 August 2018: CIO registration
  • 29 July 2021: Funds received from 1121610 THE CO-OPERATIVE HERITAGE TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
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 handling
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anthony Webster Chair 20 February 2020
None on record
Nicholas John Matthews Trustee 21 November 2024
LEICESTER AREA QUAKER MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN
Received: On time
RAYMOND WILLIAMS MEMORIAL FOUNDATION
Received: On time
Jenny Rebecca Laycock Trustee 08 July 2024
None on record
Melanie Jane Hearn Trustee 16 May 2024
None on record
Helen Davies Trustee 16 May 2024
None on record
Dr Alexandra Zenia Mitchell Trustee 01 September 2023
None on record
Prof. Stephen J Milner Trustee 17 May 2023
None on record
John William Boyle Trustee 01 July 2022
None on record
Ian Adderley Trustee 18 May 2022
UK SOCIETY FOR CO-OPERATIVE STUDIES
Received: On time
Tanya Noon Trustee 25 June 2021
None on record
EDWARD POWELL Trustee 21 May 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 11/10/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £0 £170.96k £144.30k £96.31k £111.17k
Total expenditure £0 £436.82k £319.32k £329.30k £367.67k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £18.67k £38.70k £5.17k £2.41k

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 31 December 2023 12 June 2024 On Time
Accounts and TAR 31 December 2023 12 June 2024 On Time Download Open in new window
Annual return 31 December 2022 28 June 2023 On Time
Accounts and TAR 31 December 2022 28 June 2023 On Time Download Open in new window
Annual return 31 December 2021 05 July 2022 On Time
Accounts and TAR 31 December 2021 05 July 2022 On Time Download Open in new window
Annual return 31 December 2020 07 June 2021 On Time
Accounts and TAR 31 December 2020 07 June 2021 On Time Download Open in new window
Annual return 11 October 2019 11 August 2020 On Time
Accounts and TAR 11 October 2019 11 August 2020 On Time Download Open in new window
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.

CIO - ASSOCIATION Registered 29 Aug 2018

Charitable objects

3.OBJECTS 3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST AS TO THE INCOME, AND ALL SUCH PART OR PARTS OF THE CAPITAL, AS THE FOUNDER MAY BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE FOR THE FOLLOWING OBJECTS: 3.1.1 THE PRESERVATION, PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT ON BEHALF OF THE CO-OPERATIVE MOVEMENT OF 31 TOAD LANE, ROCHDALE (KNOWN AS THE ROCHDALE PIONEERS MUSEUM) AND ANY ANCILLARY AND SUCH OTHER BUILDINGS AS SHALL OR MAY AT ANY TIME BE VESTED IN THE CIO OR IN RESPECT OF WHICH THE CIO SHALL HAVE ANY INTEREST. 3.1.2 THE PRESERVATION, PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT ON BEHALF OF THE CO-OPERATIVE MOVEMENT OF ALL FURNITURE, PICTURES, HISTORICAL RECORDS, BOOKS, MANUSCRIPTS, FILMS, PHOTOGRAPHS, OBJET D'ART AND OTHER CHATTELS OR ITEMS OF HISTORIC INTEREST ASSOCIATED WITH THE CO-OPERATIVE MOVEMENT THAT FORM THE NATIONAL CO-OPERATIVE ARCHIVE AND THE COLLECTIONS OF THE ROCHDALE PIONEERS MUSEUM OR THAT MAY, AT ANY TIME, BE VESTED IN THE CIO OR IN RESPECT OF WHICH THE CIO SHALL HAVE ANY INTEREST 3.1.3 THE ENCOURAGEMENT OF THE PROVISION OF ACCESS TO AND THE STUDY OF SUCH BUILDINGS, LAND, FURNITURE, PICTURES, HISTORICAL RECORDS, BOOKS, MANUSCRIPTS AND OTHER CHATTELS OR ITEMS THAT COMPRISE THE NATIONAL CO-OPERATIVE ARCHIVE AND THE ROCHDALE PIONEERS MUSEUM BY MEMBERS OF THE GENERAL PUBLIC 3.1.4 SUCH OTHER CHARITABLE OBJECTS AS THE TRUSTEES FROM TIME TO TIME DETERMINE SUBJECT TO THE PRIOR CONSENT OF THE MEMBERS OF THE CIO AND THE CHARITY COMMISSION.

Contact information

Address:
Rochdale Pioneers Museum
31 Toad Lane
ROCHDALE
Lancashire
OL12 0NU
Phone:
07525699868
Email:
museum@co-op.ac.uk
Website:

www.co-operativeheritage.coop/ Open in new window