Finance Score: 1
Governance Score: 9
Support Score: 3
  • Reasonable growth: +1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +3
Overall GiG Score: 13 ?

HEALTH ACTION LOCAL ENGAGEMENT

Promoting Healthy Living, through a range of activities concerning Oral, Mental and Sexual Health and Obesity.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from several prominent grant makers recently
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,402£1,243£160£0£517£4654.54480
31/03/22£940£866£74£0£357£2773.83275
31/03/21£847£766£81£0£283£2303.624100
31/03/20£773£797£-24£0£203£1552.332100
31/03/19£832£807£25£0£227£1211.81941
31/03/18£690£695£-5£0£201£761.3260
31/03/17£485£525£-40n/an/an/an/an/an/a
31/03/16£543£512£31£0£247£1744.1250
31/03/15£546£498£48£3£216£1303.1130
31/03/14£477£435£43n/an/an/an/an/an/a
31/03/13£419£453£-33n/an/an/an/an/an/a
31/03/12£384£403£-18n/an/an/an/an/an/a
31/03/11£407£414£-7n/an/an/an/an/an/a
31/03/10£423£341£82n/an/an/an/an/an/a
31/03/09£238£168£70n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 4.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 23.3
Asset Split ?
Balance Sheet History
Established: 17 years

www.haleproject.org.uk

info@haleproject.org.uk

01274271088

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Medical education, training & equipment
How it operates
  • Acts as an umbrella or resource body
  • Provides human resources
  • Provides services
Where it operates
  • Bradford City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£7,200
Co-Operative Group£3,260
The Clothworkers Foundation£3,000
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to HALE (Health Action Local Engagement)
£3,260 24/10/2020
Our project provides regular social outlets for older, isolated people, particularly those experiencing poor mobility and memory problems.
DCMS - Coronavirus Community Support Fund
£7,200 30/09/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
The Clothworkers Foundation - Grant to Health Action Local Engagement (HALE)
£3,000 18/05/2020
COVID19 : purchase IT equipment for a charity that works with isolated and vulnerable individuals in Humberside
Co-Operative Group - Grant to Health Action Local Engagement
£3,262 15/11/2019
Development of a small self-sustaining social enterprise where our clients can market and sell a product range.
National Lottery Community Fund - Transform - CRAG
£9,990 31/01/2018
12
The group will run creative activities for people from the local community. This will encourage people to come together to socialise and learn new skills, with the aim of improving mental health and wellbeing.
National Lottery Community Fund - SAL Befriending
£304,539 24/08/2016
36
This project will support isolated older people affected by long term health conditions in the Shipley area of Bradford by providing a befriending service. The service will support people who are housebound due to physical disabilities and who lack ....more
Lloyds Bank Foundation - Grant to HALE (Health Action Local Engagement)
£30,050 28/02/2014
This charity provides a range of health-based services and activities for all ages. They will use a grant to help fund their Communications Worker.
National Lottery Community Fund - Shipley Area Links - Befriending and Citizen advocacy service
£287,639 30/05/2013
36
This is a continuation and expansion of an existing project by Health Action Local Engagement (HALE) in partnership with Shipley and Bingley Voluntary Services which supports vulnerable older people. The project will continue existing support work ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 49-70
  • CLAIRE HEWITT Appointed: 2024, Occupation: Accountant
  • DR GEORGINA HASLAM (Chair) Appointed: 2014, Occupation: Retired General Practitioner
  • JANE ROSEMARY ELGAR Appointed: 2024, Occupation: Solicitor
  • PAUL DEAN Appointed: 2017, Occupation: Retired
  • RALPH SPENCER GREENWALL Appointed: 2018, Occupation: Practice Manager
  • ROBERT PRIOR Appointed: 2016, Occupation: Product Pricing Analyst
  • SAM BROOKS Appointed: 2018, Occupation: Hr Professional
  • TAHIRA AMIN Appointed: 2023, Occupation: Dietician
Legal constitution
  • Charitable company registered in England & Wales on 09/04/2008, number: 1123542
  • Registered at Companies House on 03/12/2007, number: 06443243
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management 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
  • Volunteer management
Filing Record
15 returns made; all on time
Main office

1
WESTGATE
SHIPLEY
BD18 3QX

Objectives

THE PROMOTION OF THE PHYSICAL, SOCIAL, ECONOMIC, ENVIRONMENTAL AND MENTAL HEALTH AND WELLBEING OF THE GENERAL PUBLIC BY THE PROVISION OF COUNSELLING, ADVICE, EDUCATION, TRAINING, RECREATION OR OTHER OCCUPATIONS TO THOSE WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES, WITH THE OVERALL OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE AND THE SOCIAL FABRIC OF THE COMMUNITY IN WHICH THEY LIVE.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE SHIPLEY

Data Sources

Charity Commission for England and Wales
360 Giving

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