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

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:
  • 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
Dr Geoff Hale Chair
None on record
CHRIS HALE Trustee
None on record
ALI LUKE Trustee
DIVYA SHANTHI MISSION SUPPORT
Received: On time
GILL HALE Trustee
None on record
JO HALE Trustee
None on record

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 £50.00k £300.00k £350.00k £0 £108.75k
Total expenditure £135.13k £217.61k £280.24k £190.24k £161.00k
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 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
Submit annual return Open in new window

Contact information

Address:
19 Church Lane
Garforth
LEEDS
LS25 1NW
Phone:
0113 294 2311
Email:
No information available
Website:

No information available