VALLEY HERITAGE
Preserve historical, architectural, constructional and natural or scientific heritage may exist in or near to the Rossendale Valley in Lancashire (in the form of buildings of particular beauty or historical, architectural or constructional interest or ancient monuments and otherwise as shall be consistent with Valley Heritage's objects).Advance the education of the public in heritage.
Objects
THE OBJECTS OF THE CIO ARE EITHER ON ITS OWN OR IN CONJUNCTION WITH OTHERS ARE TO:I) TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF THE ROSSENDALE VALLEY IN LANCASHIRE AND THE NATION AT LARGE WHATEVER OF THE ENGLISH HISTORICAL, ARCHITECTURAL, CONSTRUCTIONAL AND NATURAL OR SCIENTIFIC HERITAGE MAY EXIST IN OR NEAR TO THE AFORESAID AREA (IN THE FORM OF BUILDINGS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST OR ANCIENT MONUMENTS AND OTHERWISE AS SHALL BE CONSISTENT WITH THESE OBJECTS).II) ADVANCE THE EDUCATION OF THE PUBLIC IN THE SAID HERITAGE AND TO UNDERTAKE SUCH OTHER CHARITABLE ACTIVITIES AS MAY BENEFIT THE PEOPLE OF OR VISITORS TO THE SAID AREA.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £16,618 for the year ended 31 March 2025, with total funds decreasing from £234,726 to £218,108. The trustees note that the financial position has strengthened through surpluses generated by the trading subsidiary, Alliance Rossendale Ltd, and express confidence in the organisation's resilience and future sustainability.
What the accounts disclose
“The Trustees have approved a Reserves Policy which requires that Valley Heritage maintain unrestricted funds of a minimum of three months operational outgoings”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Volunteer management
Property (HM Land Registry)
Structured financials (annual return, FY ending 30/03/2023)
Trustees
- Stephen Michael Andersonchair
- Andrew Walmsley
- Courtnay Margaret Ives
- Jacob Paul Landers
- James Steel
- RACHAEL LOUISE GILDERT BA HONS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/03/2025 | £105k | £122k |
| 30/03/2024 | £72k | £88k |
| 30/03/2023 | £519k | £562k |
| 30/03/2022 | £450k | £458k |
| 30/03/2021 | £122k | £74k |
Common questions
Is VALLEY HERITAGE financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £16,618 for the year ended 31 March 2025, with total funds decreasing from £234,726 to £218,108. The trustees note that the financial position has strengthened through surpluses generated by the trading subsidiary, Alliance Rossendale Ltd, and express confidence in the organisation's resilience and future sustainability. Its FY2025 accounts were independently examined.
Who funds VALLEY HERITAGE?
Funders whose own accounts filings name VALLEY HERITAGE as a grant recipient include FORT FOUNDATION, THE IAN ASKEW CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| FORT FOUNDATION | FY2022 | £5k | Environmental matters |
| THE IAN ASKEW CHARITABLE TRUST | FY2022 | £1k | Grant |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 01/04/2024 | £40k | Valley Heritage (Rossendale Heritage Futures) |
| The National Lottery Heritage Fund | 04/07/2023 | £20k | "Rossendale Sole" |
| The National Lottery Heritage Fund | 23/06/2021 | £200k | "The Alliance @ The L&Y" |
| The National Lottery Heritage Fund | 01/06/2021 | £10k | "#Natur Russell House Green Roof" |
| The National Lottery Heritage Fund | 17/08/2020 | £6k | "COVID19 Valley Heritage" |
| UK government | 01/04/2020 | £37k | ALB-Historic England-Surveying Heritage in Rossendale |
| The National Lottery Heritage Fund | 28/02/2019 | £49k | "Unlocking the future of Stubbylee Hall" |
| The National Lottery Heritage Fund | 30/03/2016 | £10k | "Development of Waterside Mill in Bacup" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PILGRIM TRUST | 2 | £50k |
| THE ARCHITECTURAL HERITAGE FUND | 1 | £217k |
| GRANTSCAPE | 1 | £100k |
| THE FEDERATION OF MUSEUMS AND ART GALLERIES OF WALES | 1 | £5k |
| THE EARL FITZWILLIAM CHARITABLE TRUST | 1 | £3k |
Charities like this
- GREENFIELD VALLEY TRUST
- THE HERITAGE TRUST FOR THE NORTH WEST
- NENE VALLEY RAILWAY
- THE CRESWELL HERITAGE TRUST
- THE CO-OPERATIVE HERITAGE TRUST
- CYNON VALLEY MUSEUM TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| VALLEY HERITAGE | £105k | — | 0 | unclear | — | no doubt |
| GREENFIELD VALLEY TRUST | £164k | — | 0 | unclear | — | no doubt |
| THE HERITAGE TRUST FOR THE NORTH WEST | £2.1m | £60,001 - £70,000 | 1 | above | — | no doubt |
| NENE VALLEY RAILWAY | £1.1m | — | 0 | unclear | — | no doubt |
| THE CRESWELL HERITAGE TRUST | £1.2m | Under £60,000 | 0 | below | — | no doubt |
| THE CO-OPERATIVE HERITAGE TRUST | £213k | — | 0 | below | — | no doubt |