THE HALPERN CHARITABLE FOUNDATION

Charity number: 1096478
Charity reporting is up to date (70 days late)

Charity overview

Activities - how the charity spends its money

Working and stimulating social inclusion through education, community development, health and wellbeing, regeneration and the Arts to assist those with mental or physical health issues, the vulnerable, socially isolated and artists in addition to the wider community in Medway and Kent to enhance the quality of people's lives. Ensuring the preservation of Chatham Memorial Synagogue.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £335,200
Total expenditure: £617,056

Total income includes £25,000 from 3 government contract(s) and £25,000 from 3 government grant(s)

People

12 Employee(s)

6 Trustee(s)

20 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

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Religious Activities
  • Arts/culture/heritage/science
  • Economic/community Development/employment
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
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Kent

Governance

Registration history:
  • 12 March 2003: Standard registration
Organisation type:
Other
Other names:

No other names

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
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER MARTIN Chair 25 April 2012
None on record
David Quirke-Thornton Trustee 23 January 2024
None on record
Anil Aggarwal Trustee 15 January 2022
None on record
VINCE MAPLE Trustee 04 December 2017
None on record
Paula Gregory Trustee 23 May 2014
None on record
GEOFF HARVEY Trustee 23 May 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £272.75k £283.07k £401.28k £402.36k £531.52k
Total expenditure £579.24k £459.84k £504.08k £538.67k £617.06k
Income from government contracts N/A N/A N/A N/A £25.00k
Income from government grants N/A £97.24k £7.50k £10.00k £25.00k
Income - Donations and legacies N/A N/A N/A N/A £40.09k
Income - Other trading activities N/A N/A N/A N/A £8.76k
Income - Charitable activities N/A N/A N/A N/A £255.60k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £30.74k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £608.79k
Expenditure - Raising funds N/A N/A N/A N/A £8.26k
Expenditure - Governance N/A N/A N/A N/A £12.97k
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £8.26k
Expenditure - Other N/A N/A N/A N/A £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 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Own use assets N/A N/A N/A N/A £3.41m
Long-term investments N/A N/A N/A N/A £699.60k
Other assets N/A N/A N/A N/A £602.37k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £80.43k

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 05 April 2024 16 April 2025 70 days late
Accounts and TAR 05 April 2024 16 April 2025 70 days late
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time
Annual return 05 April 2021 01 February 2022 On Time
Accounts and TAR 05 April 2021 01 February 2022 On Time
Annual return 05 April 2020 29 January 2021 On Time
Accounts and TAR 05 April 2020 29 January 2021 On Time
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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.

DECLARATION OF TRUST DATED 19 FEBRUARY 2003, AS AMENDED 26 MAY 2004 AND 1 JUL 2010.

Charitable objects

A) THE RELIEF OF SICK PERSONS WITH MENTAL ILLNESS AND/OR THOSE SUFFERING FROM A MENTAL OR PHYSICAL DISABILITY; B) TO ASSIST IN MAINTAINING, REPAIR, RESTORE, PRESERVE, IMPROVE AND RECONSTRUCT FOR THE BENEFIT OF THE PUBLIC THE FABRIC OF THE CHATHAM MEMORIAL SYNAGOGUE ITS MONUMENTS, FIXTURES, FITTINGS AND OTHER CHATTELS; C) TO ADVANCE AND PROMOTE THE EDUCATION OF THE PUBLIC IN THE UNDERSTANDING AND APPRECIATION OF THE ARTS IN PARTICULAR BY THE PROVISION OF AN ARTS COMMUNITY CENTRE IN CHATHAM AND BY PROVIDING SUPPORT TO ARTISTS WHO ARE UNABLE TO PURSUE THEIR TALENT BECAUSE OF LACK OF FINANCIAL MEANS OR FINANCIAL SUPPORT.

Area of benefit

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

NOT DEFINED.

Contact information

Address:
272 HIGH STREET
CHATHAM
KENT
ME4 4BP
Phone:
01634 812108
Email:
original@nucleusarts.co.uk
Website:

www.nucleusarts.com Open in new window