Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: -2

HALLE ENDOWMENT TRUST

To maintain a capital endowment fund and to apply the annual income of that fund in perpetuity towards the education of the general public in the study, appreciation and practice of music and the allied arts by furthering and supporting the objects and work of the Halle Concerts Society.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

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

Established: 41 years

www.halle.co.uk

info@halle.co.uk

01612377000

Charity Commission for England and Wales

Tweets

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
31/12/22	£253	£349	£-96	n/a	n/a	n/a	n/a	n/a
31/12/21	£206	£348	£-142	n/a	n/a	n/a	n/a	n/a
31/12/20	£332	£307	£25	n/a	n/a	n/a	n/a	n/a
31/12/19	£283	£327	£-44	n/a	n/a	n/a	n/a	n/a
31/12/18	£365	£322	£43	£0	£0	£0	n/a	0
31/12/17	£89	£293	£-204	£0	£0	£0	n/a	0
31/12/16	£242	£265	£-23	£0	£0	£0	n/a	0
31/12/15	£232	£250	£-18	£0	£0	£0	n/a	0
31/12/14	£215	£228	£-13	£0	£0	£0	n/a	0
31/12/13	£185	£202	£-17	£0	£0	£0	n/a	0
31/12/12	£162	£235	£-73	£0	£0	£0	n/a	0
31/12/11	£170	£171	£-1	£0	£0	£0	n/a	0
31/12/10	£177	£183	£-6	£0	£0	£0	n/a	0
31/12/09	£175	£185	£-9	£0	£0	£0	n/a	0
31/12/08	£179	£184	£-4	£0	£0	£0	n/a	0
31/12/07	£176	£183	£-7	£0	£0	£0	n/a	0
31/12/06	£168	£183	£-15	£0	£0	£0	n/a	0
31/12/05	£195	£195	£1	£0	£0	£0	n/a	0
31/12/04	£178	£177	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science

How it operates

Makes Grants to Organisations

Where it operates

Bolton, Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

EDWARD SCOTT PYSDEN

ELIZABETH MARGARET SHEPHERD Appointed: 2022

JOHN ROBIN SCHULTZ (Chair) Appointed: 2011

JOHN ECKERSLEY Appointed: 2018

TIMOTHY JAMES SEAGRAVE Appointed: 2022

DEBORAH ANNE FRANCIS Appointed: 2023, Other trusteeship: HALLE CONCERTS SOCIETY,

DAVID MCKEITH Appointed: 2016, Occupation: Chartered Accountant, Other trusteeship: MANCHESTER COLLECTIVE,

Legal constitution

Charity registered in England & Wales on 18/01/1983, number: 286145

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

Halle Concerts Society
Bridgewater Hall
Great Bridgewater Street
MANCHESTER
M1 5HA

Objectives

THE EDUCATION OF THE GENERAL PUBLIC IN THE STUDY, APPRECIATION AND PRACTICE OF MUSIC AND THE ALLIED ARTS BY ENDOWING FURTHERING AND SUPPORTING THE OBJECTS AND WORK OF THE HALLE CONCERTS SOCIETY AND THE HALLE ORCHESTRA IN SUCH MANNER AS THE ENDOWMENT TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources