COMMUNITY FOUNDATION FOR CALDERDALE

Charity Number: 1002722
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Raising and distributing funds to support local community activity, through grant-making, and thereby improving the quality of life for the people of Calderdale

Income and expenditure

Data for financial year ending 30 June 2024

Total income:
£3,166,708

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Donations and legacies £23.51k
Charitable activities £2.61m
Other trading activities £0
Investments £532.05k
Other £0

Total expenditure:
£3,255,182

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Raising funds £274.85k
Charitable activities £2.98m
Other £0

£903,344 investments gains (losses)

Total income includes £1,991,123 from 12 government grant(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 £274.85k
Charitable expenditure £2.98m

People

10 Employee(s)

11 Trustee(s)

10 Volunteer(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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Calderdale

Governance

Registration history:
  • 28 August 2007: Standard registration
Organisation type:
Charitable company
Other names:
  • CALDERDALE COMMUNITY FOUNDATION (Previous name)
Company number:
02599428 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
  • Investment
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Elizabeth Louise Kenny Trustee 27 December 2024
None on record
Sabir Hussain Trustee 16 November 2023
None on record
Andrew Hawley Trustee 08 December 2022
None on record
Preet Sandhu Trustee 21 January 2022
None on record
Nigel Jeremy Cliffe Trustee 21 January 2022
None on record
Neil Wright Trustee 25 August 2020
None on record
Richard Blackburn Trustee 05 September 2019
None on record
Dr ROGER MOORE Trustee 13 February 2019
CALDERDALE CITIZENS ADVICE BUREAU
Received: On time
Heidi Louise Bingham Trustee 05 July 2018
None on record
ALISON HASKINS Trustee 14 July 2017
None on record
BRENDA HODGSON Trustee 19 January 2017
ACTORS WORKSHOP YOUTH THEATRE COMPANY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £1.78m £1.61m £3.06m £3.19m £3.16m
Total expenditure £1.86m £1.74m £2.65m £3.55m £3.26m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £250.00k N/A £1.33m £1.57m £1.99m
Income - Donations and legacies £1.24m £1.08m £2.45m £9.51k £23.51k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £102.22k £96.83k £151.29k £2.63m £2.61m
Income - Endowments £693.78k £194.80k £98.63k £5.05k £4.96k
Income - Investment £436.03k £432.22k £452.41k £557.19k £532.05k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.72m £1.63m £2.51m £3.31m £2.98m
Expenditure - Raising funds £143.90k £105.00k £133.76k £231.03k £274.85k
Expenditure - Governance £33.10k £32.88k £0 £34.45k £47.43k
Expenditure - Grants institution £1.49m £1.42m £2.28m £0 £0
Expenditure - Investment management £71.06k £55.82k £73.74k £32.12k £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 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Own use assets £0 £2.03k £4.45k £5.46k £13.06k
Long-term investments £12.61m £14.44m £13.36m £13.43m £14.36m
Other assets £656.96k £481.32k £881.51k £552.02k £468.77k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £393.81k £234.40k £181.19k £166.51k £205.61k

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 30 June 2024 18 March 2025 On Time
Accounts and TAR 30 June 2024 18 March 2025 On Time Download Open in new window
Annual return 30 June 2023 19 April 2024 On Time
Accounts and TAR 30 June 2023 19 April 2024 On Time Download Open in new window
Annual return 30 June 2022 14 April 2023 On Time
Accounts and TAR 30 June 2022 14 April 2023 On Time Download Open in new window
Annual return 30 June 2021 11 April 2022 On Time
Accounts and TAR 30 June 2021 20 April 2022 On Time Download Open in new window
Annual return 30 June 2020 19 April 2021 On Time
Accounts and TAR 30 June 2020 19 April 2021 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 08 APR 1991 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11 JUN 2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04 DEC 2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20 JAN 2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 JAN 2014

Charitable objects

FOR THE SUPPORT OR PROMOTION OF ANY CHARITABLE PURPOSES FOR THE RELIEF OF POVERTY, THE ADVANCEMENT OF EDUCATION (INCLUDING TRAINING FOR EMPLOYMENT OR WORK), THE ADVANCEMENT OF RELIGION OR ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE AREA OF THE METROPOLITAN DISTRICT OF CALDERDALE AND ITS IMMEDIATE NEIGHBOURHOOD AND OTHER CHARITABLE PURPOSES IN THE UNITED KINGDOM WITH A PREFERENCE FOR THOSE WHICH ARE IN THE OPINION OF THE EXECUTIVE COMMITTEE BENEFICIAL TO THE COMMUNITY IN THE AREA OF BENEFIT

Area of benefit

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

SEE OBJECTS

Linked charities

Linked charities
Linked charity 1002722-1 HALIFAX OLD PEOPLE'S HOLIDAY FUND
Governing document
SCHEME OF 31 JULY 1996 AS AMENDED BY RESOLUTION DATED 31 MAY 2007
Charitable objects
IN OR TOWARDS PROVIDING HOLIDAYS FOR PERSONS IN NEED WHO ARE OVER 60 YEARS OF AGE AND RESIDENT IN THE BOROUGH OF CALDERDALE WITH A PREFERENCE FOR SUCH PERSONS RESIDENT IN THE FORMER COUNTY BOROUGH OF HALIFAX, AND SUBJECT THERETO FOR SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF SUCH PERSONS AS THE TRUSTEES THINK FIT.
Area of benefit
BOROUGH OF CALDERDALE
Registration history
  • 28 August 2007 : Standard registration

Contact information

Address:
Community Foundation for Calderdale
9 Clare Road
HALIFAX
West Yorkshire
HX1 2HX
Phone:
01422349700
Email:
enquiries@cffc.co.uk
Website:

www.cffc.co.uk Open in new window