Finance Score: 4

Governance Score: 6

Support Score: 0

Poor Liquidity: -1
Strong growth: +2
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 10

THE HALO TRUST

HALO1. Helps to eliminate the threat to lives and livelihoods posed by landmines and Explosive Remnants of War (ERW);2. Designs and delivers physical security & stockpile management (PSSM) of explosive ammunition for the protection of civilians;3. Reduces the potential for armed violence in fragile states;4. Responds rapidly to crises to alleviate suffering and enable humanitarian efforts.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 33 years
(36 years as a company)

www.halotrust.org

mail@halotrust.org

01848331100

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
31/03/23		£128,437	£120,955	£7,482	£552	£26,184	£10,770	1.1	10,390
31/03/22		£94,925	£95,258	£-333	£388	£7,944	£7,940	1	9,741
31/03/21	*	£89,884	£89,608	£276	£271	£8,317	£8,313	1.1	8,296
31/03/20		£83,968	£82,900	£1,068	£470	£8,041	£8,010	1.2	8,262
31/03/19		£75,007	£75,024	£-17	£224	£6,973	£6,962	1.1	8,203
31/03/18		£61,129	£60,247	£882	£187	£6,990	£6,954	1.4	7,567
31/03/17		£40,903	£40,016	£887	£101	£6,430	£6,095	1.8	5,046
31/03/16		£25,627	£26,560	£-933	£0	£5,463	£5,210	2.4	4,111
31/03/15		£26,627	£27,607	£-980	£350	£6,406	£6,167	2.7	58
31/03/14		£24,157	£25,526	£-1,369	£56	£7,293	£7,150	3.4	60
31/03/13		£26,442	£25,786	£656	£29	£8,595	£8,155	3.8	40
31/03/12		£23,332	£23,003	£329	£26	£7,810	£7,506	3.9	39
31/03/11		£22,458	£22,631	£-173	£24	£7,456	£7,338	3.9	38
31/03/10		£21,077	£20,374	£703	£25	£7,572	£7,476	4.4	36
31/03/09		£23,433	£23,003	£430	£29	£6,605	£6,560	3.4	39
31/03/08		£19,289	£18,082	£1,207	£48	£6,479	£6,465	4.3	40
31/03/07		£16,646	£15,727	£919	£24	£5,272	£5,272	4	44
31/03/06		£17,890	£17,429	£461	£0	£0	£0	n/a	0
31/03/05		£12,439	£13,537	£-1,098	£0	£0	£0	n/a	0
31/03/04		£12,483	£13,050	£-567	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 56%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 41%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.5

Asset Split ?

Listed activities

Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Afghanistan, Angola, Armenia, Bosnia And Herzegovina, Burma, Cambodia, City Of Westminster, Colombia, El Salvador, Georgia, Guatemala, Guinea-bissau, Honduras, Iraq, Jordan, Kosovo, Laos, Libya, Occupied Palestinian Territories, Scotland, Somalia, Sri Lanka, Syria, Ukraine, Wiltshire, Yemen, Zimbabwe,

Who it helps

The General Public/Mankind

Who works here?

10,390 employees

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.

Specific Donations

Amount	When Months	To be used for
Dulverton Trust - a Landmine survey in Zimbabwe
£30,000	13/06/2012	a Landmine survey in Zimbabwe

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees:

ANASTASIA STATEN Appointed: 2018, Occupation: Non-Profit Leader

ANTHONY PATRICK MYCROFT BEELEY Appointed: 2016, Occupation: Company Director

CAROLINE PHILIPPA WICKS Appointed: 2023, Occupation: Business Person

COL JANE DAVIS OBE QVRM Appointed: 2013

EMMA SKY OBE Appointed: 2021

JOHN ALEXANDER DEANS Appointed: 2022, Occupation: Investment Banker

JOHN RAINE CMG OBE Appointed: 2019, Other trusteeships: THE GERRY HOLDSWORTH SPECIAL FORCES CHARITABLE TRUST, TAIGH MOR FOUNDATION, THE GERRY HOLDSWORTH SPECIAL FORCES CHARITY,

JOSE PEDRO AGOSTINHO Appointed: 2021, Occupation: Founder And Programme Manager Orbis Angola

LIEUTENANT GENERAL SIR BARNABAS WILLIAM BENJAMIN WHITE-SPUNNER KCB CBE Appointed: 2021, Other trusteeship: THE HOUSEHOLD CAVALRY MUSEUM TRUST LIMITED,

LORD JONATHAN DOUGLAS EVANS KCB DL (Chair) Appointed: 2023, Other trusteeship: SKINNERS' CHARITY FOUNDATION,

LUCIA VERONICA HALPERN Appointed: 2022, Occupation: Consultant, Other trusteeship: WORLDREADER,

MARK JONATHAN AEDY Appointed: 2018, Occupation: Investment Banker

Legal constitution

Charitable company registered in England & Wales on 05/02/1991, number: 1001813
Registered at Companies House on 09/03/1988, number: 02228587

Gift Aid

Registered with HMRC for Gift Aid

Event History

26/08/2022 - Asset transfer in from THE INNER WHEEL CLUB OF BANGOR BENEVOLENT FUND
24/01/2024 - Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST
24/01/2024 - Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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

Filing Record

20 returns made; AR21: 29 days late,

Recent reorganisation events:

Asset transfer in from THE INNER WHEEL CLUB OF BANGOR BENEVOLENT FUND on 26/08/2022
Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST on 24/01/2024
Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST on 24/01/2024

Main office

CARRONFOOT
CARRONBRIDGE
THORNHILL
DG3 5BF

Objectives

(A) THE RELIEF OF POVERTY, SICKNESS, SUFFERING AND DISTRESS THROUGHOUT THE WORLD, IN PARTICULAR BY THE PROVISION OF HYDROLOGICAL, ENGINEERING AND OTHER WORKS AND MEDICAL AID WITH PARTICULAR EMPHASIS ON THE CARE AND REHABILITATION OF NON-COMBATANT VICTIMS IN AREAS WHERE THERE IS HUMAN CONFLICT AND THE PROVISION OF ASSISTANCE IN THE REMOVAL OF DEBRIS OF MILITARY HARDWARE WHICH MAY BE A DIRECT THREAT TO NON-COMBATANTS IN HAZARDOUS AREAS WHERE HOSTILITIES HAVE CEASED. (B) TO CARRY OUT OR CONDUCT OR TO ASSIST IN CARRYING OUT OR CONDUCTING ANY RESEARCH INTO THE SPECIAL PROBLEMS ARISING FROM INJURIES SUSTAINED BY NON-COMBATANTS IN HAZARDOUS AREAS AND INTO METHODS OF ALLEVIATING SUFFERING ARISING THEREFROM AND TO PUBLISH THE USEFUL RESULTS OF ANY SUCH RESEARCH.

Defined Area of Benefit:

WORLDWIDE

Data Sources