HALLE ENDOWMENT TRUST

Charity Number: 286145
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To maintain a capital endowment fund and to apply the annual income of that fund in perpetuity towards the education of the general public in the study, appreciation and practice of music and the allied arts by furthering and supporting the objects and work of the Halle Concerts Society.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £272,253
Total expenditure: £381,340

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Bolton
  • Bury
  • Manchester City
  • Oldham
  • Rochdale
  • Salford City
  • Stockport
  • Tameside
  • Trafford
  • Wigan

Governance

Registration history:
  • 18 January 1983: 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 handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Claire Dwyer Trustee 09 May 2024
None on record
Simon Shelbourn Trustee 09 May 2024
None on record
Deborah Anne Francis Trustee 27 July 2023
HALLE CONCERTS SOCIETY
Received: On time
WARRINGTON EAST DISTRICT SCOUT COUNCIL
Received: 3 days late
Timothy James Seagrave Trustee 31 October 2022
None on record
Elizabeth Margaret Shepherd Trustee 10 May 2022
None on record
John Eckersley Trustee 01 May 2018
None on record
DAVID MCKEITH Trustee 17 March 2016
MANCHESTER COLLECTIVE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £282.88k £332.19k £205.94k £252.59k £272.25k
Total expenditure £327.33k £307.26k £347.98k £349.01k £381.34k
Income from government contracts N/A N/A N/A N/A N/A
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 December 2023 25 October 2024 On Time
Accounts and TAR 31 December 2023 25 October 2024 On Time Download Open in new window
Annual return 31 December 2022 25 October 2023 On Time
Accounts and TAR 31 December 2022 25 October 2023 On Time Download Open in new window
Annual return 31 December 2021 19 October 2022 On Time
Accounts and TAR 31 December 2021 19 October 2022 On Time Download Open in new window
Annual return 31 December 2020 26 October 2021 On Time
Accounts and TAR 31 December 2020 26 October 2021 On Time Download Open in new window
Annual return 31 December 2019 23 October 2020 On Time
Accounts and TAR 31 December 2019 23 October 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.

TRUST DEED DATED 30 DECEMBER 1982 as amended on 19 Aug 2021

Charitable objects

THE EDUCATION OF THE GENERAL PUBLIC IN THE STUDY, APPRECIATION AND PRACTICE OF MUSIC AND THE ALLIED ARTS BY ENDOWING FURTHERING AND SUPPORTING THE OBJECTS AND WORK OF THE HALLE CONCERTS SOCIETY AND THE HALLE ORCHESTRA IN SUCH MANNER AS THE ENDOWMENT TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Halle Concerts Society
Bridgewater Hall
Great Bridgewater Street
MANCHESTER
M1 5HA
Phone:
01612377000
Email:
info@halle.co.uk
Website:

www.halle.co.uk Open in new window