COOPERS CHARITY CIO — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 20 December 2013
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £246,113
Latest expenditure: £210,155
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: WORSHIPFUL COMPANY OF COOPERS, COOPERS HALL, 13 DEVONSHIRE SQUARE, LONDON, EC2M 4TH

Website recorded by the regulator: www.cooperscompany.co.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 29 January 2026
Date Accounts Received: 29 January 2026
Total Gross Income: £246,113
Total Gross Expenditure: £210,155

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 30 January 2025
Date Accounts Received: 30 January 2025
Total Gross Income: £208,200
Total Gross Expenditure: £190,436

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £193,180
Total Gross Expenditure: £269,154

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 25 January 2023
Date Accounts Received: 25 January 2023
Total Gross Income: £224,809
Total Gross Expenditure: £183,186

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 17 December 2021
Date Accounts Received: 17 December 2021
Total Gross Income: £206,540
Total Gross Expenditure: £178,721

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 29 January 2026
Total Gross Income: £246,113
Total Gross Expenditure: £210,155
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 30 January 2025
Total Gross Income: £208,200
Total Gross Expenditure: £190,436
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Total Gross Income: £193,180
Total Gross Expenditure: £269,154
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 25 January 2023
Total Gross Income: £224,809
Total Gross Expenditure: £183,186
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 8

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 17 December 2021
Total Gross Income: £206,540
Total Gross Expenditure: £178,721
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 8

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Essex
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Surrey
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout London
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

07 Official extract

Charity Event History

Charity Name: COOPERS CHARITY CIO
Charity Event Order: 5
Event Type: Asset transfer in
Date Of Event: 2014-05-02T00:00:00
Assoc Organisation Number: 234614
Assoc Registered Charity Number: 234614
Assoc Charity Name: WILLIAM ALEXANDER'S COOPERS' LIVERYMEN FUND

Charity Name: COOPERS CHARITY CIO
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2014-05-02T00:00:00
Assoc Organisation Number: 234613
Assoc Registered Charity Number: 234613
Assoc Charity Name: THE RATCLIFF CHARITY FOR THE POOR

Charity Name: COOPERS CHARITY CIO
Charity Event Order: 6
Event Type: Asset transfer in
Date Of Event: 2014-05-02T00:00:00
Assoc Organisation Number: 278666
Assoc Registered Charity Number: 278666
Assoc Charity Name: THE PALMER FOUNDATION

Charity Name: COOPERS CHARITY CIO
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2014-05-02T00:00:00
Assoc Organisation Number: 234612
Assoc Registered Charity Number: 234612
Assoc Charity Name: THE HAROLD GRIFFIN GIFT FUND

Charity Name: COOPERS CHARITY CIO
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2013-12-20T00:00:00

Charity Name: COOPERS CHARITY CIO
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2014-05-02T00:00:00
Assoc Organisation Number: 234396
Assoc Registered Charity Number: 234396
Assoc Charity Name: STRODES EGHAM PENSION AND ELEEMOSYNARY CHARITY

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 20 Dec 2013 as amended on 01 Nov 2020 as amended on 18 Feb 2025
Charitable Objects: 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.
Area Of Benefit: IN THE GREATER LONDON AREA, THE COUNTY OF SURREY

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures