Finance Score: 1

Governance Score: 4

Support Score: 6

Multiple Deficits: -2
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 11

HALO LEISURE SERVICES LIMITED

To provide or assist in the provision of facilities for recreation or other leisure time occupation in the interests of social welfare with the intention of improving the conditions of life of those using the facilities; to carry out any other charitable activity subject to the prior written consent of the Charity Commission for England and Wales.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been 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	Volun- teers
31/12/22		£15,049	£16,227	£-1,178	£42	£6,550	£4,145	3.1	254	58
31/12/21		£12,949	£13,154	£-205	£49	£-10,607	£-13,686	-12.5	233	10
31/12/20		£10,571	£12,723	£-2,151	£114	£-13,859	£-16,294	-15.4	258	0
31/12/19		£14,522	£15,437	£-915	£0	£-6,042	£-8,374	-6.5	259	0
31/12/18	*	£14,160	£15,398	£-1,238	£0	£-3,150	£-5,374	-4.2	287	0
31/12/17		£16,477	£15,152	£1,325	£122	£-2,872	£-5,154	-4.1	742	0
31/12/16?		£9,512	£10,046	£-534	£0	£-3,739	£-3,739	-4.5	700	0
31/03/15		£12,089	£12,076	£13	£15	£-5,517	£-5,517	-5.5	252	0
31/03/14		£12,585	£12,375	£211	£15	£-2,447	£-2,447	-2.4	272	0
31/03/13		£12,640	£12,622	£18	£15	£-3,826	£-3,826	-3.6	262	0
31/03/12	*	£6,848	£6,820	£28	£12	£-1,783	£-1,783	-3.1	140	0
31/03/11	*	£6,979	£6,194	£786	£14	£-335	£-335	-0.6	189	0
31/03/10	*	£7,020	£7,048	£-28	£11	£-506	£-506	-0.9	201	0
31/03/09		£6,794	£6,863	£-69	£11	£-641	£-641	-1.1	199	0
31/03/08		£6,709	£6,690	£18	£13	£-1,126	£-1,134	-2	184	0
31/03/07	*	£6,309	£6,253	£56	£13	£-230	£-235	-0.5	182	0
31/03/06		£5,921	£5,667	£255	£0	£0	£0	n/a	0	0
31/03/05		£5,144	£5,039	£105	£0	£0	£0	n/a	0	0
31/03/04		£4,932	£5,042	£-109	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 90%
Liabilities/Income: 103%
Unrestricted Funds/Total Funds: 63%
Reserves/Spending: 3.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6

Asset Split ?

Established: 22 years

www.haloleisure.org.uk

info@haloleisure.org.uk

08452410340

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Disability
Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Sports activities

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bridgend, Herefordshire, Shropshire, Swindon,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

254 employees
58 volunteers

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

Sport England	£585,940
DCMS	£505,940
BBC Children in Need	£30,500
Herefordshire Community Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
Herefordshire Community Foundation - Halo Support
£10,000	05/07/2022	Grant to Halo Leisure Services Ltd
Sport England - Places to Ride
£75,000	29/03/2022	Funding under Sport England's Places to Ride Facilities Programme funding programme for a Capital project titled Places to Ride. This project lists its main activity as Cycling.
BBC Children in Need - Grant to Halo Leisure
£30,500	31/01/2022	This project will deliver swimming lessons for autistic children and young people. This will increase their confidence to take part, feel less socially isolated, and have improved happiness.
Sport England - FLOOD RELIEF
£5,000	15/07/2020 12	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled FLOOD RELIEF. This project lists its main activity as Athletics
Sport England - Places to Ride
£505,940	04/02/2020 1	Funding under Sport England's Road Cycling Legacy Funding funding programme for a Capital project titled Places to Ride. This project lists its main activity as Cycling
DCMS - ALB-Sport England-Places to Ride
£505,940	04/02/2020	Funding under Sport England's Road Cycling Legacy Funding funding programme for a Capital project titled Places to Ride. This project lists its main activity as Cycling
National Lottery Community Fund - Halo Leisure & Partners? Dementia Friendly Physical Activities
£78,361	18/02/2019 36	Halo Leisure & Partners' Dementia Friendly Physical Activities

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-66

CLARE EDGINGTON Appointed: 2022

GRAHAM HOTCHEN Appointed: 2023, Occupation: Retired

JUSTINE LEE Appointed: 2023, Occupation: Head Of Market Communications

MICHAEL RENDELL Appointed: 2022

OWEN ROSS WHELAN Appointed: 2023, Occupation: Emea Head Of Surveillance

AMELIA ANNE CAVAGHAN Appointed: 2015, Occupation: Retired Chartered Accountant

KENNETH EDWARD BUSH Appointed: 2016, Occupation: School Inspector

REGINALD JAMES SCOTT CURTIS (Chair) Appointed: 2018, Occupation: Director

STEPHEN LEONARD BREWSTER Appointed: 2006, Occupation: Partnership Director

Legal constitution

Charitable company registered in England & Wales on 05/04/2002, number: 1091543
Registered at Companies House on 06/12/2001, number: 04335715

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR18: 13 days late, AR12: 1 days late, AR11: 0 days late, AR10: 2 days late, AR07: 7 days late,

Main office

HALO LEISURE
LION YARD
BROAD STREET
LEOMINSTER
HR6 8BT

Objectives

5. THE OBJECTS OF THE COMPANY ARE TO CARRY OUT THE FOLLOWING FOR THE BENEFIT OF THE COMMUNITY WITHIN THE BENEFIT AREA:5.1 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE WITH THE INTENTION OF IMPROVING THE CONDITIONS OF LIFE OF THOSE USING THE FACILITIES; 5.2 TO ORGANISE EVENTS FOR RECREATION OR LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECTS OF IMPROVING THE CONDITIONS OFLIFE OF THOSE ENGAGING IN THEM; 5.3 TO RELIEVE THE NEEDS OF PEOPLE WHO ARE ELDERLY, SICK OR WHO HAVE PHYSICAL OR MENTAL DISABILITIES, OR WHO ARE FROM SOCIALLY DISADVANTAGEDBACKGROUNDS THROUGH THE PROVISION OF RECREATIONAL AND LEISURE TIME ACTIVITIES; 5.4 TO PROMOTE AND PRESERVE GOOD HEALTH AMONGST THE POPULATION THROUGH EXERCISE AND SPORT;5.5 TO PROMOTE PHYSICAL EDUCATION AND DEVELOPMENT AMONGST PUPILS AND STUDENTS OF SCHOOLS, COLLEGES OR ESTABLISHMENTS FOR THE PROVISION OFFURTHER OR HIGHER EDUCATION; 5.6 TO ADVANCE EDUCATION THROUGH THE PROVISION OF LIBRARIES AND OTHER COMMUNITY AND CULTURAL FACILITIES; AND5.7 TO CARRY OUT ANY OTHER CHARITABLE ACTIVITY SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION FOR ENGLAND AND WALES,(THE OBJECTS)

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE HEREFORDSHIRE

Data Sources