THE HALE FAMILY CHARITABLE TRUST
This is a family trust fund which makes regular grants to a small number of selected charities. It has limited resources, does not engage in any fundraising activities and does not solicit or respond to requests for donations.
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PUPOSE IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds increased to £1,009,389, supported by significant incoming resources including donations and rental income. The trustees report that reserves have been built up to support principal beneficiaries and are expected to be drawn down over the coming years, with no funds materially in deficit.
What the accounts disclose
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Grant-making is its main activity
Trustees
- Dr Geoff Halechair
- ALI LUKE
- CHRIS HALE
- GILL HALE
- JO HALE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £357k | £241k |
| 31/12/2024 | £482k | £218k |
| 31/12/2023 | £109k | £161k |
| 31/12/2022 | £0 | £190k |
| 31/12/2021 | £350k | £280k |
Common questions
Is THE HALE FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds increased to £1,009,389, supported by significant incoming resources including donations and rental income. The trustees report that reserves have been built up to support principal beneficiaries and are expected to be drawn down over the coming years, with no funds materially in deficit. Its FY2025 accounts were independently examined.
Charities like this
- GALE FAMILY CHARITY TRUST
- THE HALEY FAMILY CHARITABLE TRUST
- THE HALE TRUST
- THE HEALEY FAMILY CHARITABLE TRUST
- THE SAMUEL STOREY FAMILY CHARITABLE TRUST
- THE THALES CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE HALE FAMILY CHARITABLE TRUST | £357k | — | 0 | unclear | — | no doubt |
| GALE FAMILY CHARITY TRUST | £850k | — | 0 | above | — | no doubt |
| THE HALEY FAMILY CHARITABLE TRUST | £146k | — | 0 | unclear | — | no doubt |
| THE HALE TRUST | £34k | — | 0 | unclear | — | no doubt |
| THE HEALEY FAMILY CHARITABLE TRUST | £35k | — | 0 | above | — | no doubt |
| THE SAMUEL STOREY FAMILY CHARITABLE TRUST | £221k | — | 0 | unclear | — | no doubt |