THE HALE FAMILY CHARITABLE TRUST
Charity Number: 1140178
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
This is a family trust fund which makes regular grants to a small number of selected charities. It has limited resources, does not engage in any fundraising activities and does not solicit or respond to requests for donations.
Income and expenditure
Data for financial year ending 31 December 2023
Total income: £108,750
Total expenditure: £161,002
People
5 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:
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Overseas Aid/famine Relief
- Religious Activities
- Recreation
Who the charity helps:
- 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:
- Throughout England And Wales
Governance
Registration history:
- 02 February 2011: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Dr Geoff Hale | Chair |
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| CHRIS HALE | Trustee |
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| ALI LUKE | Trustee |
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| GILL HALE | Trustee |
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| JO HALE | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Total gross income | £50.00k | £300.00k | £350.00k | £0 | £108.75k | |
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Total expenditure | £135.13k | £217.61k | £280.24k | £190.24k | £161.00k | |
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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 December 2023 | 27 March 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | 27 March 2024 | On Time | Download Open in new window |
| Annual return | 31 December 2022 | 01 March 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | Not Required | ||
| Annual return | 31 December 2021 | 08 June 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | 08 June 2022 | On Time | Download Open in new window |
| Annual return | 31 December 2020 | 01 February 2021 | On Time | |
| Accounts and TAR | 31 December 2020 | 01 February 2021 | On Time | Download Open in new window |
| Annual return | 31 December 2019 | 28 June 2020 | On Time | |
| Accounts and TAR | 31 December 2019 | 28 June 2020 | On Time | Download Open in new window |