THE HALSALL FOUNDATION
Charity Number: 1174779
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The activities of the charity branch hare to issue grants to deserving registered charities in Lancashire.
Income and expenditure
Data for financial year ending 31 August 2024
Total income: £97,002
Total expenditure: £116,689
People
4 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 21 September 2017: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints policy and procedures
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
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
4 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| DAVID ALAN HALSALL | Chair | 17 March 2007 |
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| Dr RICHARD WILLIAM REED | Trustee | 17 March 2017 |
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| JOHN ROBERT DEAN | Trustee | 17 March 2017 |
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| PHILIP ARTHUR JOHN GARSIDE | Trustee | 17 March 2017 |
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Financial history
Financial period end date
| Income / Expenditure | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | 31/08/2024 | ||
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Total gross income | £149.97k | £50.10k | £35.01k | £99.46k | £97.00k | |
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Total expenditure | £91.18k | £30.32k | £128.28k | £89.88k | £116.69k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
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 August 2024 | 24 January 2025 | On Time | |
| Accounts and TAR | 31 August 2024 | 24 January 2025 | On Time | Download Open in new window |
| Annual return | 31 August 2023 | 24 January 2025 | 208 days late | |
| Accounts and TAR | 31 August 2023 | 24 January 2025 | 208 days late | Download Open in new window |
| Annual return | 31 August 2022 | 06 March 2024 | 250 days late | |
| Accounts and TAR | 31 August 2022 | 06 March 2024 | 250 days late | Download Open in new window |
| Annual return | 31 August 2021 | 06 March 2024 | 615 days late | |
| Accounts and TAR | 31 August 2021 | 06 March 2024 | 615 days late | Download Open in new window |
| Annual return | 31 August 2020 | 26 April 2021 | On Time | |
| Accounts and TAR | 31 August 2020 | 26 April 2021 | On Time | Download Open in new window |