HALIFAX OPPORTUNITIES TRUST

Registered charity 1086183 · accounts filings on the Charity Commission register

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Latest income
£5.0m
Latest spending
£4.9m
Registered
2001
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity reported a net operating expenditure of £93,289 before pension movements, resulting in a total net income of £1,404,711 due to a significant actuarial gain on its defined benefit pension scheme. The trustees confirm the charity can continue as a going concern, supported by secured income and unrestricted reserves of £260,126. The charity holds a small defined benefit pension deficit of £87,000, which is significantly reduced from the previous year's position.

What the accounts disclose

Accounts audited by BK Plus Audit Ltd. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£5.0m
Total spending
£4.9m
Reserves (reported)
£3.5m
Employees
157

Reported reserves equal ~8.6 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

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Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Calderdale · Kirklees

Income and spending

Financial year endIncomeSpending
31/03/2025£5.0m£4.9m
31/03/2024£4.7m£4.6m
31/03/2023£4.6m£4.7m
31/03/2022£4.4m£4.5m
31/03/2021£4.2m£4.4m

Common questions

Is HALIFAX OPPORTUNITIES TRUST financially healthy?

The accounts state that the charity reported a net operating expenditure of £93,289 before pension movements, resulting in a total net income of £1,404,711 due to a significant actuarial gain on its defined benefit pension scheme. The trustees confirm the charity can continue as a going concern, supported by secured income and unrestricted reserves of £260,126. The charity holds a small defined benefit pension deficit of £87,000, which is significantly reduced from the previous year's position. Its FY2023 accounts were audited by BK Plus Audit Ltd.