HALSWAY MANOR SOCIETY LIMITED

Charity number: 247230
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote and support the practice of the traditional folk arts, especially as practised in England. This includes traditional dance, music, song, folklore, storytelling, arts, and crafts. To conserve, maintain and develop the Halsway Manor as a hub for these activities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,188,196

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Donations and legacies £27.94k
Charitable activities £1.08m
Other trading activities £57.88k
Investments £17.89k
Other £55

Total expenditure:
£1,074,061

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Raising funds £26.86k
Charitable activities £1.05m
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £26.86k
Charitable expenditure £1.05m
Retained for future use £114.14k

People

26 Employee(s)

8 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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:
  • Education/training
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 08 March 1966: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00849615 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Stephen Charles Earwicker Chair 16 October 2017
None on record
Fiona Coope Trustee 12 November 2023
None on record
Deborah Wood Trustee 13 November 2022
None on record
Timothy Baker Trustee 14 November 2020
None on record
JAMES ROBERTSON Trustee 14 November 2020
STOGUMBER FESTIVAL
Received: On time
Anthony Michael Jon Millyard Trustee 15 October 2018
THE LONDON INTERNATIONAL FESTIVAL OF EARLY MUSIC CIO
Received: On time
Russ Palmer Trustee 17 September 2015
None on record
Julie Williams Trustee 06 October 2013
BRISTOL FOLK HOUSE
Received: On time
THE INSTEP RESEARCH TEAM
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £1.01m £563.97k £868.94k £1.18m £1.19m
Total expenditure £842.72k £524.97k £809.01k £914.20k £1.07m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £31.60k £245.36k £60.26k N/A N/A
Income - Donations and legacies £139.19k £495.07k £94.05k £106.46k £27.94k
Income - Other trading activities £62.94k £6.18k £54.84k £0 £57.88k
Income - Charitable activities £797.93k £57.58k £702.96k £1.06m £1.08m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £6.48k £4.14k £4.12k £5.85k £17.89k
Income - Other £4 £14 £12.98k £3.87k £55
Income - Legacies £12.00k £0 £1.67k £93.31k £11.68k
Expenditure - Charitable activities £790.57k £524.97k £791.59k £888.39k £1.05m
Expenditure - Raising funds £52.16k £0 £17.43k £25.81k £26.86k
Expenditure - Governance £5.43k £5.42k £6.55k £8.36k £6.90k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £1.07m £1.27m £1.27m £1.30m £1.40m
Long-term investments £0 £0 £0 £0 £0
Other assets £695.77k £448.58k £601.24k £852.48k £942.80k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £254.93k £163.89k £261.68k £266.29k £347.80k

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 March 2024 19 December 2024 On time
Accounts and TAR 31 March 2024 19 December 2024 On time Download Open in new window
Annual return 31 March 2023 16 November 2023 On time
Accounts and TAR 31 March 2023 16 November 2023 On time Download Open in new window
Annual return 31 March 2022 16 November 2022 On time
Accounts and TAR 31 March 2022 16 November 2022 On time Download Open in new window
Annual return 31 March 2021 30 November 2021 On time
Accounts and TAR 31 March 2021 30 November 2021 On time Download Open in new window
Annual return 31 March 2020 15 December 2020 On time
Accounts and TAR 31 March 2020 15 December 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION AS AMENDED 30 JANUARY 1966, 6 OCTOBER 2002, 2 OCTOBER 2005, 1 OCTOBER 2006 AND 7 OCTOBER 2007. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/10/2014 AS REGISTERED AT COMPANIES HOUSE ON 31/07/2015 as amended on 19 Dec 2018 as amended on 31 Dec 2018 as amended on 13 Nov 2021

Charitable objects

4.1 The Society is established for the following objects: - 4.1.1 to advance education and inform and promote participation in all aspects of the folk heritage, especially as found in England including; traditional folk music, dances, songs, stories, folklore, drama, choirs and orchestras, visual arts, crafts, traditional games and other related traditional and cultural activities. To preserve and encourage the practice of them in their traditional forms and to use and maintain Halsway Manor as a hub for these activities, and to provide residential board and accommodation and refreshment facilities in connection therewith. 4.1.2 to promote historical research into 4.1.1 and make available to the public the results of such research 4.1.3 to the extent that the income and property of the Halsway Manor Society Ltd cannot be used for the above objects they shall be used for the advancement of the education of the public (but so that nothing hereinafter contained shall be deemed to empower the Society to pursue any ancillary object which is not exclusively charitable). 4.2 To further these objects the Society will: 4.2.1 promote and co-operate in demonstrations, festivals and other like performances of folk dances, songs, folk traditions, folklore, tales and drama whether held in England or not. 4.2.2 prepare and publish, issue and make use of, for sale, performance or otherwise, such books, journals, records, reports, and other literature, and means and apparatus for the visual and mechanical reproduction of folk dances, songs, folk traditions, folklore, and music as may seem desirable to further the education of the public in these arts. 4.2.3 To make, obtain and distribute, by sale or otherwise, instruments and other articles of whatever description, requisite for the performance or practice of folk dances, songs, folk traditions, folklore, and music in accordance with the above objects. 4.2.4 solicit and receive subscriptions and gifts of all kinds, whether absolute or conditional for the purposes of the Society. 4.2.5 subject to these articles, take and hold any buildings and lands, and property of any kind, whether absolutely or on trust and to maintain it and equip it for use, including, in particular, the property known as Halsway Manor, Crowcombe, Somerset 4.2.6 borrow money and charge the whole or any part of the property belonging to the Society as security for repayment or as security for a grant or the discharge of an obligation. 4.2.7 do all or any such lawful things as may be conducive or incidental to the attainment of the Objects.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:
Halsway Manor
Crowcombe
Taunton
Somerset
TA4 4BD
Phone:
01984618274
Email:
accounts@halswaymanor.org.uk
Website:

www.halswaymanor.org.uk Open in new window