Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -6

THE HALE FAMILY CHARITABLE TRUST

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.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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
31/12/23	£109	£161	£-52	n/a	n/a	n/a	n/a	n/a
31/12/22	£0	£190	£-190	n/a	n/a	n/a	n/a	n/a
31/12/21	£350	£280	£70	n/a	n/a	n/a	n/a	n/a
31/12/20	£300	£218	£82	n/a	n/a	n/a	n/a	n/a
31/12/19	£50	£135	£-85	n/a	n/a	n/a	n/a	n/a
31/12/18	£118	£205	£-87	£0	£0	£0	n/a	0
31/12/17	£631	£210	£420	£0	£638	£638	36.4	0
31/12/16	£327	£140	£187	£0	£0	£0	n/a	0
31/12/15	£103	£99	£4	£0	£0	£0	n/a	0
31/12/14	£7	£0	£7	£0	£0	£0	NAN	0
31/12/13	£27	£28	£0	£0	£0	£0	n/a	0
31/12/12	£95	£96	£-1	£0	£0	£0	n/a	0
31/12/11	£85	£82	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 13 years

0113 294 2311

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
Overseas Aid/Famine Relief
Recreation
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

ALI LUKE, Other trusteeship: DIVYA SHANTHI MISSION SUPPORT,

CHRIS HALE

DR GEOFF HALE (Chair), Other trusteeship: WORKMEN'S HALL FUND,

GILL HALE

JO HALE

Legal constitution

Charity registered in England & Wales on 02/02/2011, number: 1140178

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

13 returns made; all on time

Main office

19 Church Lane
Garforth
LEEDS
LS25 1NW

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PUPOSE IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Data Sources