Finance Score: -3

Governance Score: 3

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 0

THE CO-OPERATIVE HERITAGE TRUST

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.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/12/22	£96,306	£329,295	£-232,989	48
31/12/21	£144,297	£319,318	£-175,021	19
31/12/20?	£170,957	£436,823	£-265,866	12
11/10/19	£0	£0	£0	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.co-operativeheritage.coop/

museum@co-op.ac.uk

07525699868

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Manchester City,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
48 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Finding Her Feet
£2,395	22/10/2022	Our partnership project will inspire women who have experienced trauma to find their feet and raise their voices through engaging in group outdoor activities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANTHONY WEBSTER (Chair) Appointed: 2020

CLAIRE LOUISE DALTON Appointed: 2022

DR ALESSANDRO GENNARO BUCCI Appointed: 2022

DR ALEXANDRA ZENIA MITCHELL Appointed: 2023

EDWARD POWELL Appointed: 2021

JOHN WILLIAM BOYLE Appointed: 2022

PROF. STEPHEN J MILNER Appointed: 2023

TANYA NOON Appointed: 2021

CHRISTOPHER ROBERT JARDINE Appointed: 2022, Other trusteeship: THE CO-OPERATIVE COLLEGE,

IAN ADDERLEY Appointed: 2022, Other trusteeship: UK SOCIETY FOR CO-OPERATIVE STUDIES,

Legal constitution

Charity registered in England & Wales on 29/08/2018, number: 1179727

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE CO-OPERATIVE HERITAGE TRUST on 29/07/2021

Main office

Rochdale Pioneers Museum
31 Toad Lane
ROCHDALE
Lancashire
OL12 0NU

Objectives

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 INTEREST3.1.3 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 PUBLIC3.1.4 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.

Data Sources