Finance Score: -2

Governance Score: 3

Support Score: 0

Deficit latest year: -2
No PartB

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

COOPERS CHARITY CIO

Payments to selected charitable organisations, mainly within the City of London area. Continues to support grantees of the company and assists individuals who have been referred by welfare services within London. Support of the Coopers and Coborn School, their Educational Foundation and Strode's College. Makes payments to widows of the Company. Supports City of London charities.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 20 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£193	£269	£-76	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£225	£183	£42	n/a	n/a	n/a	n/a	n/a	8
31/03/21		£207	£179	£28	n/a	n/a	n/a	n/a	n/a	8
31/03/20		£196	£196	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£203	£216	£-14	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£231	£225	£6	£0	£0	£0	n/a	0	0
31/03/17		£198	£224	£-26	£0	£0	£0	n/a	0	0
31/03/16	*	£135	£139	£-4	£0	£0	£0	n/a	0	0
31/03/15	*	£264	£207	£57	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.coopers-hall.co.uk

clerk@coopers-hall.co.uk

02072479577

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Essex, Surrey, Throughout London,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (20)

Current Trustees appointed

Gender Split

Based on 18/20 persons

PERRY BOUSFIELD Appointed: 2013

SIMON SCOTT EDWARDS Appointed: 2018

ALAN JOHN ROBERTS Appointed: 2022

ALISTAIR PHILLIP HUTCHINSON Appointed: 2022

ANTHONY MILLER MBE Appointed: 2020

BILL SCOTT Appointed: 2013

DR IAN JAMES MACAULAY FROOD OBE Appointed: 2013

HELENA COOKE Appointed: 2020

IAN DAVID LUDER CBE Appointed: 2013

JOHN FAHY Appointed: 2015

JULIAN DAY Appointed: 2020

JULIE-ANN WELHAM CBE Appointed: 2021

KEVIN CHAPMAN Appointed: 2023

LEIGH JOHNSON Appointed: 2017

NICOLA JANE FYFE Appointed: 2023

PIERS LLEWELYN JONES Appointed: 2022

ROY EDWARD CAMPBELL Appointed: 2013

CLARE HUGHES OBE Appointed: 2014, Occupation: Legal Profession

SARAH CHEALE Appointed: 2021, Other trusteeship: THE COOPERS' COMPANY AND COBORN EDUCATIONAL FOUNDATION,

VIVIAN MURRAY BAIRSTOW MBE Appointed: 2013, Other trusteeships: THE EGHAM MUSEUM TRUST, STRODE'S FOUNDATION, GEORGE BAIRSTOW CHARITABLE TRUST, THE EGHAM MUSEUM TRUST,

Legal constitution

Charity registered in England & Wales on 20/12/2013, number: 1155094

Gift Aid

Registered with HMRC for Gift Aid

Event History

02/05/2014 - Asset transfer in from STRODES EGHAM PENSION AND ELEEMOSYNARY CHARITY
02/05/2014 - Asset transfer in from THE RATCLIFF CHARITY FOR THE POOR
02/05/2014 - Asset transfer in from THE HAROLD GRIFFIN GIFT FUND
02/05/2014 - Asset transfer in from WILLIAM ALEXANDER'S COOPERS' LIVERYMEN FUND
02/05/2014 - Asset transfer in from THE PALMER FOUNDATION

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; AR16: 3 days late, AR15: 20 days late,

Main office

WORSHIPFUL COMPANY OF COOPERS
COOPERS HALL
13 DEVONSHIRE SQUARE
LONDON
EC2M 4TH

Objectives

3. OBJECTSTHE CHARITY IS ESTABLISHED FOR THE PUBLIC BENEFIT TO MAKE GRANTS FOR THE FOLLOWING CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY DETERMINE: -(1) TO ASSIST PERSONS IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS IN THE GREATER LONDON AREA, THE COUNTY OF SURREY AND MEMBERS OF THE COOPERS’ COMPANY, THEIR WIDOWS AND DEPENDENTS;(2) TO ADVANCE EDUCATION & LEARNING GENERALLY, IN PARTICULAR BUT NOT EXCLUSIVELY IN RELATION TO THE TRADE OF COOPERAGE AND AMONG PUPILS OF THE SCHOOLS ASSOCIATED WITH COOPERS, NAMELY THE COOPERS’ COMPANY AND COBURN SCHOOL AND STRODE'S COLLEGE(3) TO ADVANCE EDUCATION & LEARNING IN RELATION TO THE COOPERS’ COMPANY AND COOPERS’ HALL AND ITS HISTORICAL ARTEFACTS, RECORDS AND ARCHIVE INCLUDING BY THE PROVISION OF PUBLIC ACCESS;(4) TO MAINTAIN AND PRESERVE THE HISTORY AND HERITAGE AND TO ADVANCE THE PUBLIC'S EDUCATION AND LEARNING OF THE ANCIENT TRADE OF COOPERAGE; (5) THE PRESERVATION, REPAIR, MAINTENANCE AND ENHANCEMENT OF COOPERS' HALL, 13, DEVONSHIRE SQUARE, LONDON EC2M 4TH AND ITS IMMEDIATE ENVIRONS, AND THE PRESERVATION AND CONSERVATION OF ARTEFACTS AND ITEMS OF HISTORIC OR ARTISTIC INTEREST OR MERIT, INCLUDING BUT NOT LIMITED TO HISTORICAL ARTEFACTS, RECORDS AND ARCHIVE OF THE COOPERS' COMPANY; AND(6) TO SUPPORT SUCH OTHER GENERAL CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE(7) NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Defined Area of Benefit:

IN THE GREATER LONDON AREA, THE COUNTY OF SURREY

Data Sources