Finance Score: 1

Governance Score: 1

Support Score: 3

Reasonable growth: +1

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

Grant maker support: +3

Overall GiG Score: 5

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 gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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
31/03/23	£1,402	£1,243	£160	£0	£517	£465	4.5	44	80
31/03/22	£940	£866	£74	£0	£357	£277	3.8	32	75
31/03/21	£847	£766	£81	£0	£283	£230	3.6	24	100
31/03/20	£773	£797	£-24	£0	£203	£155	2.3	32	100
31/03/19	£832	£807	£25	£0	£227	£121	1.8	19	41
31/03/18	£690	£695	£-5	£0	£201	£76	1.3	26	0
31/03/17	£485	£525	£-40	£0	£0	£0	n/a	0	0
31/03/16	£543	£512	£31	£0	£247	£174	4.1	25	0
31/03/15	£546	£498	£48	£3	£216	£130	3.1	13	0
31/03/14	£477	£435	£43	£0	£0	£0	n/a	0	0
31/03/13	£419	£453	£-33	£0	£0	£0	n/a	0	0
31/03/12	£384	£403	£-18	£0	£0	£0	n/a	0	0
31/03/11	£407	£414	£-7	£0	£0	£0	n/a	0	0
31/03/10	£423	£341	£82	£0	£0	£0	n/a	0	0
31/03/09	£238	£168	£70	£0	£0	£0	n/a	0	0

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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 ?

Established: 16 years

www.haleproject.org.uk

info@haleproject.org.uk

01274271088

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
The Advancement Of Health Or Saving Of Lives

GiG Classification

General outpatient health-care services

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 works here?

44 employees
80 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

DCMS	£7,200
Co-Operative Group	£6,522
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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
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 ....more 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 ....more 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 independence due to mental factors, especially dementia, severe depression, brain damage through stroke.
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. ....more 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 and increase befriending and telephone befriending, the level of advocacy work and the opportunities for volunteering. The service may also expand to offer a pick up / drop off service for medical appointments, depending on demand.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 53-69

DR GEORGINA HASLAM (Chair) Appointed: 2014, Occupation: Retired General Practitioner

SAM BROOKS Appointed: 2018, Occupation: Hr Professional

TAHIRA AMIN Appointed: 2023

PAUL DEAN Appointed: 2017, Occupation: Retired

RALPH SPENCER GREENWALL Appointed: 2018, Occupation: Practice Manager

ROBERT PRIOR Appointed: 2016, Occupation: Product Pricing Analyst

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

Recent reorganisation events:

Asset transfer in from CHELLOW CHRISTIAN FELLOWSHIP TRUST on 11/10/2019

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