THE HALE TRUST

Registered charity 313214 · accounts filings on the Charity Commission register

GRANTS TO BENEFICIARIES UNDER THE AGE OF 25

Objects

A) IN AWARDING TO BENEFICIARIES SCHOLARSHIPS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER PLACE OF LEARNING, APPROVED BY THE TRUSTEES. (B) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO HELP BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR RE-ENTER A PROFESSION, TRADE OR CALLING. (C) IN AWARDING SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION; (D) IN PROVIDING FINANCIAL ASSISTANCE TO ANY CHARITABLE VOLUNTARY ORGANISATION THE OBJECT OF WHICH ARE DIRECTED TO ADVANCING THE EDUCATION OF, OR IMPROVING THE CONDITIONS OF LIFE FOR BENEFICIARIES BY DEVELOPING THEIR PHYSICAL, MENTAL AND MORAL CAPACITIES THROUGH THEIR LEISURE-TIME ACTIVITIES; (F) IN DEFRAYING THE COST OF APPRENTICING BENEFICIARIES TO SOME USEFUL TRADE OR, OCCUPATIONS; (G) IN OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES. (2) IN THE ALLOCATION OF BENEFITS, THE TRUSTEES SHALL HAVE REGARD TO THE PROMOTION OF EDUCATION IN THE PRINCIPLES OF THE CHURCH OF ENGLAND.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £1,330,939, which the trustees consider sufficient to meet charitable objectives without a specific reserves policy. The charity reported a net decrease in funds of £2,635 for the year, driven by charitable expenditure exceeding investment income and gains. The trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures

Trustees · trustee networks

• Guy Neville Humphry-Bakerchair
• Heather Raynor Kelso
• Rachel Tamar Newns
• Sarah Charlotte Wilkinson
• Sarah Claire Henderson
• Stuart Paterson · trustee of 1 other charity

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

Operates in: East Sussex · Kent · Surrey · Throughout London · West Sussex

Income and spending

Common questions