Overall GiG Score: 15 ?
Finance Score: 0
Governance Score: 5
Support Score: 10
    • 12+ Trustees: -1
    • Good trustee age range: +3
    • Dynamic board: +3
    • Grant maker support: +10

    HALIFAX OPPORTUNITIES TRUST 

    PROVIDES SUPPORT FOR BUSINESS & ENTERPRISE DEVELOPMENT; PROVIDES ADULT LEARNING, INCLUDING APPRENTICESHIPS & ESOL; PROVIDES ASSISTANCE FOR JOB SEEKERS BY WORKING WITH EMPLOYERS & THROUGH EMPLOYMENT SUPPORT INITIATIVES; PROVIDES CHILDCARE & FAMILY SUPPORT THROUGH THE HALIFAX CENTRAL & UPPER VALLEY AREA CHILDREN'S CENTRES & OTHER PROJECTS; PROVIDES WELLBEING ACTIVITIES AND SERVICES.
    Analysis by Giving is Great

    Positives:

    • There have been no material income shortfalls in recent years
    • A significant proportion of recent income was derived from major grant makers including the Government
    • The Board appears to be well diversified in terms of age and dynamic in terms of composition

    Regulatory & Governance issues to consider:

    • This charity is not recognised by HMRC for Gift Aid according to its latest published return
    • There are 13 trustees whereas the Charities Commission recommends a maximum of 12
    Established: 23 years

    www.regen.org.uk

    alison.haskins@regen.org.uk

    01422399400

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?

    Financial Data ?

    Income & Spending ?
    Sources of Income ?
    Y/E Income
    £k
    Spending
    £k
    Surplus/
    Deficit
    Fundraising
    Cost £k
    Total
    Funds £k
    Unrestricted
    Funds £k
    Mths
    Rsrvs
    Staff Volun-
    teers
    31/03/23£4,561£4,651£-90£0£2,243£2,2365.818245
    31/03/22£4,414£4,454£-41£0£839£8682.318248
    31/03/21£4,234£4,385£-151£0£-1,442£-1,441-3.918824
    31/03/20£4,984£4,836£147£0£-493£-484-1.219731
    31/03/19£4,684£4,466£218£0£-549£-663-1.820238
    31/03/18*£5,039£4,785£255£0£-169£-174-0.42050
    31/03/17£4,860£4,744£116£0£-510£-510-1.31730
    31/03/16£4,896£4,973£-77£0£-342£-342-0.81760
    31/03/15£4,367£4,726£-360£288£-356£-441-1.11870
    31/03/14£2,404£2,268£136£734£363£2871.51110
    31/03/13£2,282£2,387£-105£599£246£1620.8810
    31/03/12£2,265£2,693£-428£660£353£2681.2750
    31/03/11£2,767£2,856£-90£617£816£3971.7660
    31/03/10£2,732£2,640£92£703£806£1100.5580
    31/03/09£2,189£1,916£273£118£738£2331.5300
    31/03/08*£1,460£1,315£145£43£465£2302.1270
    31/03/07£1,181£1,167£13£227£353£2352.4280
    31/03/06£1,286£1,262£24£0£0£0n/a00
    31/03/05*£1,317£1,312£5£0£0£0n/a00
    31/03/04*£1,125£1,078£48£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 30%
    Liabilities/Income: 22%
    Unrestricted Funds/Total Funds: 100%
    Reserves/Spending: 5.8 months
    Net Current Assets/Spending: 2 months
    Quick Ratio: 1.4
    Asset Split ?
    What it does
    • Economic/Community Development/Employment
    • Education/Training
    • Environment/Conservation/Heritage
    • The Advancement Of Health Or Saving Of Lives
    • The Prevention Or Relief Of Poverty
    Who works here?
    • 182 employees
    • 45 volunteers
    Who it helps
    • The General Public/Mankind
    How it operates
    • Other charitable activities
    • Provides advocacy/advice/information
    • Provides buildings/facilities/open space
    • Provides human resources
    • Provides services
    Where it operates
    • Calderdale, Kirklees,

    Who's supporting them? ?

    Donations from Grant Makers ?

    We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

    Major supporters in last 5 years
    Department for Work and Pensions£155,949
    DCMS£137,343
    Power to Change£123,228
    Department for Education£56,722
    Community Foundation for Calderdale£50,034
    Specific Donations
    Amount When
    Months
    To be used for
    Community Foundation for Calderdale - Celebrating Cultural Harmony: Qawali Concert for Community Enrichment
    £8,000 27/11/2023
    Grant to Halifax Opportunities Trust
    Community Foundation for Calderdale - Individual and Families Fund
    £2,500 12/05/2022
    Grant to Halifax Opportunities Trust
    Community Foundation for Calderdale - Grant to Halifax Opportunities Trust
    £1,300 09/12/2021
    Grant to Halifax Opportunities Trust
    Community Foundation for Calderdale - From HOT to COLD: Reducing our carbon footprint
    £38,234 27/10/2021
    Grant to Halifax Opportunities Trust
    Department for Work and Pensions - HALIFAX OPPORTUNITIES TRUST
    £155,949 01/04/2021
    The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
    Co-Op Foundation - Halifax Opportunities Trust STC Expand application
    £10,000 18/01/2021
    Staff time and consultant support to set up new centre
    DCMS - Coronavirus Community Support Fund
    £58,412 29/09/2020
    "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
    Power to Change - C-19 CCLORS - Halifax Opportunities Trust
    £98,228 18/09/2020
    Grant to C-19 CCLORS - Halifax Opportunities Trust
    Power to Change - C-19 TISS - Halifax Opportunities Trust
    £25,000 02/07/2020
    Grant to C-19 TISS - Halifax Opportunities Trust
    Architectural Heritage Fund - Grant to Halifax Opportunities Trust (HOT)
    £13,650 01/04/2020
    Hopwood House
    Department for Education - Apprenticeships Participation 16 - 18
    £6,200 01/04/2020
    To fund the provision of apprenticeship training.
    Department for Education - Apprenticeships Participation 18+
    £50,522 01/04/2020
    To fund the provision of apprenticeship training.
    DCMS - Place based Social Action
    £39,466 01/04/2020
    The Partnership who will approach the project with three themes in mind: Inspire cultivate inspiration from social activists, existing schemes, good practice, building on existing strengths and ....more
    Co-Op Foundation - STC Explore
    £10,000 03/10/2019
    The group plan to carry out consultation events and produce a detailed plan to redevelop a local centre which is currently dilapidated. The conversations will feed into both the architectural ....more
    DCMS - Place based Social Action
    £39,466 01/04/2019
    The Partnership who will approach the project with three themes in mind: Inspire cultivate inspiration from social activists, existing schemes, good practice, building on existing strengths and ....more
    DCMS - Place based Social Action
    £39,466 01/03/2019
    The Partnership who will approach the project with three themes in mind: Inspire cultivate inspiration from social activists, existing schemes, good practice, building on existing strengths and ....more
    DCMS - Place based Social Action
    £29,599 01/03/2019
    The Partnership who will approach the project with three themes in mind: Inspire cultivate inspiration from social activists, existing schemes, good practice, building on existing strengths and ....more
    National Lottery Community Fund - #Let'sGetSociallyActive
    £118,397 13/02/2019
    36
    Let'sGetSociallyActive
    The Clothworkers Foundation - Grant to Halifax Opportunities Trust
    £15,000 17/07/2018
    refurbishment of a kitchen for a charity which works with older people in Halifax
    Power to Change - Halifax Opportunities Trust
    £3,239 01/06/2015
    Provided Capacity Support to Halifax Opportunities Trust
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (13)
    Current Trustees appointed

    Age Range of Trustees: 30-66
    • JON CRAVEN Appointed: 2017, Occupation: Chief Executive
    • TIM MALE Appointed: 2018, Occupation: Marketing Director
    Legal constitution
    • Charitable company registered in England & Wales on 18/04/2001, number: 1086183
    • Registered at Companies House on 12/10/2000, number: 04089288
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Other Regulators
    • Ofsted (Office For Standards In Education)
    Policies in force
    • 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
    • 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
    Filing Record
    20 returns made; AR18: 6 days late, AR08: 49 days late, AR05: 58 days late, AR04: 32 days late,
    Main office

    HANSON LANE ENTERPRISE CENTRE
    HANSON LANE
    HALIFAX
    HX1 5PG

    Objectives

    THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF THE METROPOLITAN DISTRICT OF CALDERDALE IN THE COUNTY OF WEST YORKSHIRE AND SURROUNDING AREAS WITHIN A RADIUS OF 30 MILES FROM HALIFAX TOWN HALL, INCLUDING BUT NOT EXCLUSIVELY THE AREA KNOWN AS PARK WARD IN THE METROPOLITAN BOROUGH OF CALDERDALE TO ENSURE THE REGENERATION OF THOSE AREAS FOR THE PUBLIC BENEFIT OF THE COMMUNITY, BY ALL OR ANY OF THE FOLLOWING MEANS: A) THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FIT; B) THE RELIEF OF UNEMPLOYMENT; C) THE ADVANCEMENT OF EDUCATION, TRAINING, OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE AND PROVIDING WORK EXPERIENCE FOR THE UNEMPLOYED; D) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE, BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP IN SETTING UP THEIR OWN BUSINESS OR TO EXISTING BUSINESSES; E) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS; F) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT , POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES; G) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT; H) THE PROVISION OF CHILDCARE; I) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME; J) THE PROVISION OF PUBLIC HEALTH AND WELL-BEING ACTIVITIES; AND K) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR CONSENT OF THE CHARITY COMMISSION.

    Defined Area of Benefit:

    METROPOLITAN DISTRICT OF CALDERDALE

    Data Sources

    Charity Commission for England and Wales
    360 Giving
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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