THE PIECE HALL TRUST

Charity number: 1156948
Charity reporting is up to date (14 days late)

Charity overview

Activities - how the charity spends its money

To promote the conservation, protection and improvement of the environment by the preservation of The Piece Hall as a historic building and advance the education of the public in arts, sciences and history.

Income and expenditure

Data for financial year ending 31 March 2023

Total income:
£6,799,195

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Donations and legacies £1.70m
Charitable activities £5.08m
Other trading activities £0
Investments £22.71k
Other £0

Total expenditure:
£6,742,866

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Raising funds £32.37k
Charitable activities £6.71m
Other £0

£0 investments gains (losses)

Total income includes £450,000 from 1 government contract(s)

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.

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Raising funds and other expenditure £32.37k
Charitable expenditure £6.71m
Retained for future use £56.33k

People

131 Employee(s)

8 Trustee(s)

97 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1
£110k to £120k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Calderdale

Governance

Registration history:
  • 07 May 2014: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
08906735 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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 does not own and/or lease 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
Orphy Robinson Trustee 26 February 2025
THE NATIONAL JAZZ ARCHIVE
Received: On time
The Ivors Academy Trust
Received: On time
BLACK LIVES IN MUSIC
Received: On time
THE ROYAL SOCIETY OF MUSICIANS OF GREAT BRITAIN
Received: On time
Mohammed Illiyas Jaffar Trustee 26 February 2025
None on record
Jacqueline Palmer Trustee 14 March 2023
None on record
Howard Blagbrough Trustee 06 December 2022
THE BOOTS FOR BAIRNS FUND
Received: On time
Nicola Chance-Thompson Trustee 15 March 2022
None on record
SYIMA ASLAM Trustee 19 April 2021
None on record
Noor Ali Trustee 19 April 2021
Shantona Women's & Family Services Ltd.
Received: On time
AGE UK BRADFORD & DISTRICT
Received: On time
TIMOTHY JOHN SWIFT Trustee 27 February 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £2.40m £3.21m £2.65m £4.71m £6.80m
Total expenditure £3.30m £3.96m £2.82m £4.80m £6.74m
Income from government contracts £474.00k £274.00k £237.00k £202.00k £450.00k
Income from government grants N/A £22.39k £875.88k £248.32k £0
Income - Donations and legacies £213.32k £485.98k £1.39m £1.42m £1.70m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £2.19m £2.73m £1.26m £3.29m £5.08m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.82k £245 £13 £3 £22.71k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.30m £3.96m £2.82m £4.75m £6.71m
Expenditure - Raising funds £0 £0 £0 £46.18k £32.37k
Expenditure - Governance £238.14k £243.25k £68.55k £121.45k £136.07k
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 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Own use assets £1.20m £1.06m £976.72k £977.92k £1.09m
Long-term investments £0 £0 £1 £1 £0
Other assets £407.84k £476.49k £953.17k £875.23k £842.32k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.72m £3.39m £3.95m £3.96m £3.99m

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 2023 14 February 2024 14 days late
Accounts and TAR 31 March 2023 14 February 2024 14 days late Download Open in new window
Annual return 31 March 2022 20 December 2022 On Time
Accounts and TAR 31 March 2022 20 December 2022 On Time Download Open in new window
Annual return 31 March 2021 20 December 2021 On Time
Accounts and TAR 31 March 2021 20 December 2021 On Time Download Open in new window
Annual return 31 March 2020 30 January 2021 On Time
Accounts and TAR 31 March 2020 30 January 2021 On Time Download Open in new window
Annual return 31 March 2019 17 January 2020 On Time
Accounts and TAR 31 March 2019 17 January 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 INCORPORATED 21/02/2014 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15/09/2015 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 14 JUN 2018

Charitable objects

4.1 THE PROMOTION OF THE FOLLOWING CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES: 4.1.1 TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY THE FOLLOWING MEANS: (A) THE ACQUISITION, PRESERVATION, MAINTENANCE AND PROTECTION OF THE PIECE HALL AS OF HISTORIC, CULTURAL, ARCHITECTURAL, CONSTRUCTIONAL OR SCIENTIFIC INTEREST OF EXHIBIT CRAFTSMANSHIP WORTHY OF PRESERVATION; AND (B) THE PROMOTION OF PUBLIC ACCESS TO THE PIECE HALL AND PUBLIC KNOWLEDGE APPRECIATION AND UNDERSTANDING OF THE ARCHITECTURAL, CONSTRUCTIONAL, SCIENTIFIC AND CRAFT FEATURES THEREOF. 4.1.2 TO ADVANCE THE EDUCATION OF THE PUBLIC OF ALL AGES IN ARTS AND SCIENCES, PARTICULARLY PERFORMANCE ARTS, HISTORY, THE INDUSTRIAL ARCHAEOLOGY AND THE NATURAL ENVIRONMENT BY THE FOLLOWING MEANS: (A) THE PRESERVATION, MAINTENANCE, OPERATION AND PROTECTION OF THE PHYSICAL ENVIRONMENT OF THE PIECE HALL AND ITS SETTING IN HALIFAX AND CALDERDALE; (B) RESEARCH, DISSEMINATION AND EXHIBITION OF MATERIAL TO EDUCATE THE PUBLIC ON THE HERITAGE OF THE PIECE HALL; (C) CREATING EMPLOYMENT AND ECONOMIC OPPORTUNITIES THROUGH THE MANAGEMENT, RUNNING AND MAINTENANCE OF THE PIECE HALL BY PROVIDING SERVICES FOR THE PUBLIC; AND (D) PROCURING AND DELIVERING EVENTS FOR THE COMMUNITY AND PUBLIC PERFORMANCES AND DISPLAYS OF ART AND CREATING AND MANAGING THE FACILITIES TO DO SO. 4.1.3 SUCH OTHER CHARITABLE OBJECTS AS THE TRUST SHALL FROM TIME TO TIME DETERMINE.

Area of benefit

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

LOCAL

Contact information

Address:
The Piece Hall
Piece Hall
BLACKLEDGE
HALIFAX
HX11RE
Phone:
01422525217
Email:
info@thepiecehall.co.uk
Website:

www.thepiecehall.co.uk Open in new window