THE HALEY FAMILY CHARITABLE TRUST

Registered charity 1146603 · accounts filings on the Charity Commission register

Charitable Causes in England and wales only at discretion of trustees

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£146k

Latest spending

£125k

Registered

2012

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £3,608,157, an increase from the previous year's £3,250,836, driven by net investment gains of £336,702 and charitable donations of £109,210. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern and note that the charity does not have a formal reserves policy. The charity reported a net income of £357,321 for the year, supported by investment income of £146,207.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income (99% of income)

“Investment income 3 146,207” — page 8

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

MR I F PATTISONchair
Cherry Lumsden
Claire Holly Kemp
MR H LUMSDEN

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£146k	£125k
05/04/2024	£164k	£259k
05/04/2023	£142k	£145k
05/04/2022	£138k	£132k
05/04/2021	£104k	£147k

Common questions

Is THE HALEY FAMILY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £3,608,157, an increase from the previous year's £3,250,836, driven by net investment gains of £336,702 and charitable donations of £109,210. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern and note that the charity does not have a formal reserves policy. The charity reported a net income of £357,321 for the year, supported by investment income of £146,207. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WOODHAVEN TRUST.

WOODHAVEN TRUST income £249k
H & T CLIENTS CHARITABLE TRUST income £919k
HIGHFIELD CHARITABLE TRUST income £171k
THE PERLHAGEN CHARITABLE FOUNDATION income £200k
THE A M CHARITABLE TRUST income £157k
THE HALE FAMILY CHARITABLE TRUST income £357k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE HALEY FAMILY CHARITABLE TRUST	£146k	—	unclear	—	no doubt
WOODHAVEN TRUST FY2025	£249k	—	unclear	—	no doubt
H & T CLIENTS CHARITABLE TRUST FY2025	£919k	—	unclear	—	no doubt
HIGHFIELD CHARITABLE TRUST FY2025	£171k	—	unclear	—	noted
THE PERLHAGEN CHARITABLE FOUNDATION FY2025	£200k	—	unclear	—	no doubt
THE A M CHARITABLE TRUST FY2025	£157k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.