Finance Score: -10

Governance Score: -3

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

Static board: -3

No supporters identified

Overall GiG Score: -13

HALE COMMUNITY TRUST

The objective of Hale Community Trust is to make Hale an even better place to live by undertaking well defined projects in partnership with other stakeholders. Our first project is to build a Community Centre to provide new amenities and space to house the public library.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
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
31/12/21	*	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/12/20		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/19		£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/12/18		£0	£1	£-1	£0	£0	£0	n/a	0
31/12/17		£3	£3	£0	£0	£0	£0	n/a	0
30/12/16		£30	£8	£23	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 8 years

www.halecommunitytrust.co.uk

klhass@btinternet.com

01619288646

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space

Where it operates

Trafford,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 50-85

COUNCILLOR ALAN ROBERT MITCHELL ACA Appointed: 2018

JAMIE SHEPHERD Appointed: 2015, Occupation: Md Of Investment Company

CHARLOTTE BATRA Appointed: 2018, Occupation: Communications Consultant

ELAINE ENGLISH Appointed: 2018, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE,

GRAHAME NICHOLAS ELLIOTT CBE (Chair) Appointed: 2015, Other trusteeships: THE MICHAEL BISHOP FOUNDATION, THE MANCHESTER HIGH SCHOOL FOR GIRLS GENERAL CHARITABLE TRUST, HALE ST PETER CENTENARY TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE,

RICHARD ANTHONY LUCAS Appointed: 2018, Occupation: Company Director

ANDREAS VINCENT DOUGLAS UNDERWOOD Appointed: 2018, Occupation: Business Manager, Other trusteeship: AGE UK TRAFFORD,

PAUL LUTON Appointed: 2015, Occupation: Retired, Other trusteeship: HALE AND DISTRICT U3A,

Legal constitution

Charitable company registered in England & Wales on 03/05/2016, number: 1166878
Registered at Companies House on 19/10/2015, number: 09830706

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

6 returns made; AR21: 4 days late,

Main office

3 Fernlea
Hale
ALTRINCHAM
Cheshire
WA15 9LH

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO FURTHER OR BENEFIT THE RESIDENTS OF HALE AND THE NEIGHBOURHOOD WITHOUT DISCTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFECT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIVE FOR RESIDENTS.IN FURTHERANCE OF THESE OBJECTS BUT NOT OTHERWISE, THE DIRECTORS SHALL HAVE POWER TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE AND TO MAIN OR MANAGE OR COOPERATE WITH ANY STATUTORY AUTHORITY IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE FOR ACTIVITIES PROMOTED BY THE CHARITY IN FURTHERANCE OF THE ABOVE OBJECTS.

Data Sources