Finance Score: 0

Governance Score: 6

Support Score: 7

Deficit on unrestricted reserves: -2
Strong growth: +2

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 13

THE PIECE HALL TRUST

To promote the conservation, protection and improvement of the environment by the preservation of The Piece Hall as a historic building and advance the education of the public in arts, sciences and history.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years
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 age and dynamic in terms of composition

Financial issues to consider:

There was a deficit on unrestricted reserves of £2,221,916 at the last year end after deducting the value of own use assets

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	*	£6,799	£6,743	£56	£32	£-2,054	£-2,222	-4	131	97
31/03/22		£4,710	£4,798	£-88	£46	£-2,111	£-2,317	-5.8	64	60
31/03/21		£2,649	£2,818	£-168	£0	£-2,022	£-2,322	-9.9	68	60
31/03/20		£3,212	£3,961	£-749	£0	£-1,854	£-2,155	-6.5	82	60
31/03/19		£2,405	£3,302	£-898	£0	£-1,105	£-1,314	-4.8	46	60
31/03/18		£1,640	£2,495	£-855	£14	£-207	£-447	-2.2	45	0
31/03/17		£1,252	£855	£398	£0	£648	£377	5.3	13	0
31/03/16		£283	£283	£0	£0	£0	£0	n/a	0	0
31/03/15		£250	£0	£250	£0	£0	£0	NAN	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 206%
Liabilities/Income: 59%
Unrestricted Funds/Total Funds: 108%
Reserves/Spending: -4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.4

Asset Split ?

Established: 10 years

www.thepiecehall.co.uk

info@thepiecehall.co.uk

01422525217

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Calderdale,

Who it helps

The General Public/Mankind

Who works here?

131 employees
97 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	£1,485,118
National Lottery Heritage Fund	£250,000
Garfield Weston Foundation	£50,000
The Foyle Foundation	£40,000

Specific Donations

Amount	When Months	To be used for
Community Foundation for Calderdale - Engagement Aloft and Alight
£4,000	28/11/2023	Grant to The Piece Hall Trust
Community Foundation for Calderdale - Kings Coronation
£10,000	02/05/2023	Grant to The Piece Hall Trust
Community Foundation for Calderdale - The Piece Hall's Community Jubilee Festival
£7,000	25/03/2022	Grant to The Piece Hall Trust
DCMS - CRF21: The Piece Hall Trust
£442,700	19/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: The Piece Hall Trust
£995,000	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Garfield Weston Foundation - Main Grants award - COVID19 response
£50,000	04/09/2020	Emergency Core Funding for The Piece Hall Trust in response to the Covid-19 Crisis
National Lottery Heritage Fund - Grant to The Piece Hall Trust
£250,000	17/07/2020	COVID19: The Piece Hall
The Foyle Foundation - Arts
£40,000	23/04/2020	towards core costs during the year end March 2021 to help stabilisation during the virus crisis (awarded grant in response to coronavirus)
DCMS - ALB-Historic England-The Piece Hall Trust Keeping it in Hearts and Minds (Covid-19 Emergency Response)
£47,418	01/04/2020	Keep The Piece Hall in the hearts, minds and lives of Calderdale communities and recover visitor numbers when restrictions end
National Lottery Community Fund - The Piece Hall Community and Wellbeing Festival
£10,000	17/02/2020 0	This project will allow the group to deliver a community festival, bringing together people from across the local area to help. The aim is to provide accessible drop-in activities and workshops that ....more This project will allow the group to deliver a community festival, bringing together people from across the local area to help. The aim is to provide accessible drop-in activities and workshops that support visitors' mental and physical health and wellbeing.
National Lottery Community Fund - The Piece Hall Community Festival
£9,800	10/01/2019 12	This funding will be used to host a community festival, where local people will be brought together to celebrate the different cultures surrounding them, including working together to create a ....more This funding will be used to host a community festival, where local people will be brought together to celebrate the different cultures surrounding them, including working together to create a festival showpiece and being provided with the opportunity to gain an understanding of nearby services available.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 48-70

NOOR ALI Appointed: 2021, Occupation: Senior Buying Manager

SYIMA ASLAM Appointed: 2021, Occupation: Business Owner

JACQUELINE PALMER Appointed: 2023, Occupation: Hr Consultant

NICOLA CHANCE-THOMPSON Appointed: 2022

TIMOTHY SMITH Appointed: 2021, Occupation: Business Partner

HOWARD BLAGBROUGH Appointed: 2022, Occupation: Senior Parliamentary Assistant, Other trusteeship: THE BOOTS FOR BAIRNS FUND,

LAURA JANE CRAWFORD Appointed: 2015, Occupation: Solicitor

SIR ROGER MARSH OBE (Chair) Appointed: 2017, Occupation: Chairman

TIMOTHY JOHN SWIFT Appointed: 2014, Occupation: Councillor

Legal constitution

Charitable company registered in England & Wales on 07/05/2014, number: 1156948
Registered at Companies House on 21/02/2014, number: 08906735

Gift Aid

Registered with HMRC for Gift Aid

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
Volunteer management

Filing Record

9 returns made; AR23: 14 days late,

Main office

The Piece Hall
Piece Hall
BLACKLEDGE
HALIFAX
HX11RE

Objectives

4.1 THE PROMOTION OF THE FOLLOWING CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES: 4.1.1 TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY THE FOLLOWING MEANS:(A) THE ACQUISITION, PRESERVATION, MAINTENANCE AND PROTECTION OF THE PIECE HALL AS OF HISTORIC, CULTURAL, ARCHITECTURAL, CONSTRUCTIONAL OR SCIENTIFIC INTEREST OF EXHIBIT CRAFTSMANSHIP WORTHY OF PRESERVATION; AND (B) THE PROMOTION OF PUBLIC ACCESS TO THE PIECE HALL AND PUBLIC KNOWLEDGE APPRECIATION AND UNDERSTANDING OF THE ARCHITECTURAL, CONSTRUCTIONAL, SCIENTIFIC AND CRAFT FEATURES THEREOF. 4.1.2 TO ADVANCE THE EDUCATION OF THE PUBLIC OF ALL AGES IN ARTS AND SCIENCES, PARTICULARLY PERFORMANCE ARTS, HISTORY, THE INDUSTRIAL ARCHAEOLOGY AND THE NATURAL ENVIRONMENT BY THE FOLLOWING MEANS: (A) THE PRESERVATION, MAINTENANCE, OPERATION AND PROTECTION OF THE PHYSICAL ENVIRONMENT OF THE PIECE HALL AND ITS SETTING IN HALIFAX AND CALDERDALE; (B) RESEARCH, DISSEMINATION AND EXHIBITION OF MATERIAL TO EDUCATE THE PUBLIC ON THE HERITAGE OF THE PIECE HALL; (C) CREATING EMPLOYMENT AND ECONOMIC OPPORTUNITIES THROUGH THE MANAGEMENT, RUNNING AND MAINTENANCE OF THE PIECE HALL BY PROVIDING SERVICES FOR THE PUBLIC; AND (D) PROCURING AND DELIVERING EVENTS FOR THE COMMUNITY AND PUBLIC PERFORMANCES AND DISPLAYS OF ART AND CREATING AND MANAGING THE FACILITIES TO DO SO. 4.1.3 SUCH OTHER CHARITABLE OBJECTS AS THE TRUST SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

LOCAL

Data Sources