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|Contents|||||||
|---|---|---|---|---|---|---|
|||||||Page|
|Reference and administrative|details||||||
|Executive Committee
report|||||||
|Statement
ofthe Executive|Committee||responsibilities|in respect ofthe|||
|preparation
ofthe financial statements||||||16|
|Auditor's
report||||||17|
|Statement
offinancial
activities||||||20|
|Summary
income and expenditure||account||||21|
|Balance sheet||||||22|
|Statement
ofcash flows||||||23|
|Reconciliation
of net income|to net|cash flow from operating|||activities|23|
|Analysis ofcash and cash equivalents||||||23|
|Accounting
policies||||||24|
|Notes to the financial statements||||||26|
|Members
list||||||50|
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|rhe year ended 3|0June 20|27||||||
|---|---|---|---|---|---|---|---|
|||Note|Unrestricted|Restricted|Endowment|2021|2020|
||||Funds|Funds|Funds|Total|Total|
||||F||8||6|
|Income||||||||
|Donations 5legacies||2|44,795|1,036,043|194,803|1,275,641|1,935,946|
|Charitable
activities||2|96,827|||96,827|102,218|
|Investments||3|391,534|40,682||432,216|436,033|
|Total income|||533,156|1,076,725|194,803|1,804,684|2,474,197|
|Expenditure||||||||
|Raising funds|||105,002|||105,002|143,904|
|Charitable
activities|||214,342|1,330,867||1,545,209|1,612,863|
|Other costs|||52,459||36,236|88,695|104,162|
|Total expenditure|||371,803|1,330,867|36,236|1,738,906|1,860,929|
|Net (losses)/gains
investments|on||42,132||1,713,929|1,756,061|(147,037)|
|Net income/(expenditure)|||203,485|(254,142)|1,872,496|1,821,839|466,231|
|Transfers
between|funds||(84,779)|96,089|(11,310)|||
|Net movement
in funds|||118,706|(158,053)|1,861,186|1,821,839|466,231|
|Reconciliation
offunds||||||||
|Total funds brought|forward||399,510|1,136,666|11,332,467|12,868,643|12,402,412|
|Total funds carried forward|||518,216|978,613|13,193,653|14,690,482|12,868,643|
##
|for the year ended 30June 202/|for the year ended 30June 202/|for the year ended 30June 202/|for the year ended 30June 202/|||||
|---|---|---|---|---|---|---|---|
|Summary
income and expenditure||||account||||
||||||Note|2021|2020|
|Income||||||6|E|
|Membership
fees||||||13,517|13,794|
|Management
fees||||||96,827|102,218|
|Donations,
legacies and|similar income for|||||||
|administration
and designated||projects||||6,445|21,247|
|Grants and donations
for redistribution||||||1,060,876|1,207,129|
|Investment
income||||||424,197|428,747|
|interest receivable||||||8,019|7,286|
|Total income in the year||||||1,609,881|1,780,421|
|Expenditure||||||||
|Grants awarded||||||1,423,878|1,491,596|
|Staff costs||||||211,397|223,962|
|Depreciation||||||328||
|Other operating
charges||||||67,067|106,960|
|Total expenditure
in the|year|||||1,702,670|1,822,518|
|Net expenditure
for the|year|||||(92,789)|(42,097)|
|The above activities relate|to continuing||operations.|||||
|Reconciliation
to the|Statement||of|financial|activities|||
|||||||2021|2020|
|||||||E|E|
|Net expenditure
for the year (as per
income and expenditure
account)|||the Summary|||(92,789)|(42,097)|
|Donations —endowment|funds|||||194,803|693,776|
|Other costs —endowment|funds|||||(36,236)|(38,411)|
|(Losses)/gains
on investments||||||1,756,061|(147,037)|
|Net movement
in funds
financial activities)|(as per the Statement of|||||1,821,839|466,231|
##
||||Note|2021|2021|2020||
|---|---|---|---|---|---|---|---|
|||||K||E||
|Fixed Assets||||||||
|Tangible assets|||||2,034|||
|Investments|||||14,441,534||12,605,486|
||||||14,443,568||12,605,466|
|Current Assets||||||||
|Debtors|||9|38,098||310,688||
|Cash at bank|and|in hand||443,220||346,276||
|||||481,318||656,964||
|Creditors:
falling due within one year|||20|~234,404||393,807||
|Net current assets|||||246,914||263,157|
|Net assets|||||14,690,482||12,868,643|
|The funds ofthe charity:||||||||
|Capital funds:||||||||
|Endowment|funds||||13,193,653||11,332,467|
|Income
funds:||||||||
|Restricted|||12|978,613||1,136,666||
|Unrestricted|||12|518,216|1,496,829|399,510|1,536,176|
|Total charity funds|||||14,690,482||12,868,643|
##
##
|Statement ofcash flows||||||
|---|---|---|---|---|---|
|||||2021|2020|
|||||6|8|
|Cash flows from operating|activities:|||||
|Net cash used
in operating
activities||||(391,908)|(765,489)|
|Cash flows from investing|activities:|||||
|Dividends,
interest and rents frotn investments||||432,216|436,033|
|Investment
management|costs|||(15,450)|(29,082)|
|Purchase
ofequipment||||(2,362)||
|Proceeds from the sale of investments||||1,719,350|2,094,742|
|Purchase
of investments||||(1,906,961)|(2,549,106)|
|Investment
loans issued||||(165,000)|(82,000)|
|Investment
loans interest||||(7,975)|(6,780)|
|Investment
loan repayments||||240 231|29,400|
|Net cash (utilised)/provided|by investing||activities|294,049|106,793|
|Cash flows from financing|activities:|||||
|Receipt ofendowment||||194 003|693,776|
|Change
in cash and cash|equivalents|in the year||96,944|(178,506)|
|Cash and cash equivalents|at 1 July 2020|||346,276|524,872|
|Cash and cash equivalents|at 30June|2021||443,220|346,276|
|Reconciliation
ofnet income to net cash flow||||||
|from operating
activities||||||
|||||2021|2020|
|||||8|F|
|Net income for the year (as per the statement|||of|||
|financial activities)||||1,821,839|466,231|
|Adjustments
for:||||||
|Depreciation
charges||||328||
|Losses/(gains)
on investments||||(1,756,061)|147,037|
|Dividends,
interest and rents from investments||||(432,216)|(436,033)|
|Investment
management|costs|||55,818|71,063|
|Receipt ofendowment||||(194,803)|(693,776)|
|(Increase)/decrease
in debtors
(Decrease)/increase
in creditors||||272,590
~109,403|(282,221)
~37,790|
|Net cash used in operating
activities||||391,908|765,489|
|Analysis
ofcash and|cash equivalents|||||
|||||2021
6|2020f|
|Cash at bank and
in hand||||443,220|346276|
|Total cash and cash equivalents||||443,220|346,276|
||||23|||
##
##
##
##
##
##
##
##
##
##
|||Note|Unrestdcted|Restricted|Endowment|2020|
|---|---|---|---|---|---|---|
||||Funds
f|Funds
f|Funds
E|Total
E|
|Income|||||||
|Donations
&legacies|||109,006|1,133,164|693,776|1,935,946|
|Charitable
activities|||102,218|||102,218|
|Investments|||401,155|34,878||436,033|
|Total income|||612,379|1,168,042|693,776|2,474,197|
|Expenditum|||||||
|Raising funds|||143,904|||143,904|
|Charitable
activities|||275,300|1,337,563||1,612,863|
|Other costs|||65,751||38,411|104,162|
|Total expenditure|||484,955|1,337,563|38,411|1,860,929|
|Net gains on investments|||31,655||(178,692)|(147,037)|
|Net incomel (expenditure)|||159,079|(169,521)|476,673|466,231|
|Transfers
between|funds||(95,088)|95,088|||
|Net movement
in funds|||63,991|(74,433)|476,673|466,231|
|Reconciliation
offunds:|||||||
|Total funds brought
forward|||335,519|1,211,099|10,855,794|12,402,412|
|Total funds carried forward|||399,510|1,136,666|11,332,467|12,868,643|
##
##
##
|Donations received
in kind are val|ued on|a commercial
basis and have been|included as unr|estricted
income.|
|---|---|---|---|---|
||||2021|2020|
||||6|E|
|Audit fees (Brosnans
Limited)|||2,580|2,400|
|Photocopying
and printing|||||
||||2,580|2,400|
|2.2 Funds from public bodies|||||
|Included
in Voluntary
income are|funds from public bodies as follows:||||
||||2021|2020|
|Flood Funds 2015 Match fundin
contribution||from the|||
|De artment
for Communities
and Local|Government||||
|Funding
received/brought
forward||||100,000|
|Grants management
fee/brought
Management
fees carried forward|forward|||5000
105,000
~5,000|
|||||100,000|
|Health Connections
(funding
from Calderdale||Clinical|||
|Commissioning
Group)
Funding
received/brought
forward
Health Connections
grants||||1,370
~1,370|
|Flood Funds 2020
Match fundin
contribution||from the Minist|||
|for Housin
Communities
and Local Government|||||
|Funding
received
Less: Grants management
fee at|7.5%|||250,000
~13.750|
|Less: Grants distributed||||231,250
~231250|
|Funding
carried forward|||||
|Total funds from public bodies||||100,000|
##
##
|4.1 Analysis|ofstaff c|ost|s|||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||||2021|2020|
|Salary related|costs:|||||||||||8|E|
|Salaries||||||||||||189,676|170,557|
|Social security|costs|||||||||||9,495|10,808|
|Pension costs||||||||||||12,225|13,275|
|Redundancy
payments||and|payments||in lieu|of notice|||||||29,322|
|||||||||||||211,396|223,962|
|o person
earned
560,000|||or more|in|the year.||No member|||of the|Executive|Committee
received|any|
|emuneration
or|reimbursement
of any|||expenses.||||||||||
|he Foundation|considers|its key management||||personnel||during||the period to be||the CEO, and the Finance,||
|Marketing
and|Grants
Managers.
The||||total|remuneration|||including||employer's|national
insurance|and|
|ension costs for this group|||is as follows:|||||||||||
|||||||||||||2021|2020|
||||||||||||||S|
|Total remuneration
including|||employer's||national||insurance||and|pension costs||106,873|88,279|
|Number
of key|personnel|||||||||||4|3|
|Number
of key|personnel|—Full Time||Equivalent||||||||3.1|2.0|
##
|2020:6.0).||
|
||||
|---|---|---|---|---|---|---|
||||2021|2020|2021|2020|
||||FTE|FTE|Number|Number|
|Fundraising|and donor|development|2.0|1.5|2|2|
|Grant making|||3.0|2.7|4|4|
|Finance and|administration||1.8|1.8|3|3|
||||6.8|6.0|9|9|
|.2 Net Income/(expenditure)|||||||
|et income/(expenditure)||is stated after charging:|||||
||||||2021|2020|
||||||6|E|
|Depreciation|||||328||
|Auditor's
remuneration||—as auditor|||5,160|4,860|
|Operating
lease costs|||||16,804|12,255|
##
##
|charitable
expen|diture|is ma|de up|as follows:|||||||
|---|---|---|---|---|---|---|---|---|---|---|
||||||||||2021|2020|
|Grants awarded|||||||||F|6|
|Restricted|funds||||||||1,330,867|1,332,212|
|Unrestricted|funds||||||||93,011|159,384|
|Total grants|||||||||1,423,878|1,491,596|
|Support costs|||||||||121,331|121,267|
|Charitable
activities||—grants|||||||1,545,209|1,612,863|
|5.1 Charitable|expenditure||was applied as grants for|||the|following|purpose:|||
||||||||||No. of|Total|
||||||||||awards|6|
|To individuals|and organisations|||to alleviate personal||need|||17|16,000|
|To institutions|and organisations|||for community|projects||||313|1,407,878|
||||||||||330|1,423,878|
|5.2 Grant applications||processed||||||No. of|No. of|Total|
||||||||applications||awards|8|
|Restricted funds||||||||343|225|1,107,596|
|Unrestricted|funds|||||||70|54|253,106|
|||||||||413|279|1,360,702|
##
##
|||||||Total|
|---|---|---|---|---|---|---|
|||||Calderdale|Other areas|2021|
|Restricted|funds|||F|6||
|Ovenden|Windfarm||Fund|25,525|29,390|54,915|
|Other||||1,210,024||1,210,624|
|Total restricted||funds*||1,236,149|29,390|1,265,539|
|Unrestricted|funds|||158,339||158,339|
|Total grants||||1,394,488|29,390|1,423,878|
##
##
|6.|Governance costs||||
|---|---|---|---|---|
||||2021|2020|
||Staff related costs||18,846|20,390|
||Legal and professional|fees|3,400|2,220|
||Audit fees||5,160|4,860|
||AGM||1,544|1,426|
||Other costs||3,927|4,203|
||||32,877|33,099|
|7.|Tangible fixed assets||||
||Equipment
8 fittings
Cost||2021
6|2020f|
||At start ofyear||18,238|18,238|
||Additions||2,362||
||Disposals||||
||At end ofyear||20,600|18,238|
||Depreciation||||
||At start ofyear||18,238|18,238|
||Eliminated
on disposals||||
||Charge for the year||328||
||At end ofyear||18,566|18,238|
||Net book amount||||
||At 30June 2021||2,034||
||At 30June 2020||||
##
##
|. Investments||||||
|---|---|---|---|---|---|
|||||2021|2020|
|||||6|8|
|Listed investments||||12,638,231|10,734,927|
|Investment
properties||||1,407,000|1,407,000|
|Concessionary
loans and||cash|balances|396,303|463,559|
|Total Investments||||14441,534|12605,486|
|||||2021|2020|
|||||6||
|Listed Investments||||||
|Market Value at 1|July 2020|||10,734,927|10,469,491|
|Additions||||1,906,961|2,549,107|
|Disposals||||(1,719,350)|(2,094,742)|
|Investment
(losses)/gains
Investment
management||net offees
costs||1,756,061
~40,360|(147,037)
~41,092|
|Market Value at 30June 2021||||12,638,231|10,734,927|
|Investment
Properties||||||
|Market value at 1|July 2020|||1,407,000|1,407,000|
|Investment
gains net offees||||||
|Market Value at 30June 2021||||14D1,000|1,407,000|
|Concessionary
Loans||||||
|Market value at 1|July 2020|||463,559|404,179|
|New loans granted||||165,000|82,000|
|Interest received
Repayments||||7,975
~240,235|6,780
~29,400|
|Market Value at 30June 2021||||396,303|463,559|
|||||2021|2020|
|||||5|F|
|Listed investments|comprise|||||
|Fixed interest||||915,235|648,422|
|UK equities||||4,157,823|3,520,771|
|Overseas equities||||4,618,064|3,647,424|
|Charities
Common|Investment||Funds (COLA)|1,854,248|1,723,122|
|Cash and other investments||||1,092,861|995 188|
|||||12,638,231|10,734,927|
##
||||||||
|---|---|---|---|---|---|---|
|9. Debtors|||||2021|2020|
||||||5||
|Other debtors,||prepayments||and accrued|||
|income|||||38,888|318888|
|10. Creditors:||amounts|falling due within one year||2021|2020|
|||||||f|
|Trade creditors|||||136|3,364|
|HM Revenue|&Customs||||7,752|7,310|
|Grants payable|||||124,950|267,750|
|Accruals|||||27,031|31,498|
|Deferred
income:|||||||
|Management||fees|||51,047|66,988|
|Rent received||in advance|||23,488|15,000|
|Amounts
received for future||||activities||1,897|
||||||234,404|393,807|
##
|11.Permanent
endowment
f|unds||||||
|---|---|---|---|---|---|---|
|||At start ofyear|Income &|Investment|Adjustment
for|At end ofyear|
||||Transfers|management|gains/(losses)||
|||||costs|||
|||||||6|
|Bill &Val Rooney Fund||425,018||(1,637)|66,158|489,539|
|Calderdale
College Education
Fund||273,107|(31)|(1,053)|42,580|314,603|
|General
Fund||930,890||(3,585)|144,903|1,072,208|
|Grassroots Grants
Endowment|||||||
|Funds (see below)||1,229,050|7,410|(4,739)|191,549|1,423,270|
|Halifax Courier Fund||268,761||(1,035)|41,836|309,562|
|Halifax Old Folks Holiday
Fund||192,588||(742)|29,978|221,824|
|Halifax Tradesmen's
Benevolent|||||||
|Institution
Fund||438,777|(8,816)|(1,690)|68,300|496,571|
|Kathleen
Mary Denham
Fund||3,572,381||(13,757)|556,076|4,114,700|
|Kjngscjjffe Fund||129,084||(497)|20,093|148,680|
|Lee Crossley Welfare Fund||121,599||(468)|18,928|140,059|
|Martin Olive (inc Todmorden)|Fund|52,829|99,000|(203)|8,223|159,849|
|Noel John Greenwood
Halifax
Children's
Fund||393,828||(1,517)|61,304|453,615|
|Dates Fund||28,262||(109)|4,399|32,552|
|Pliny Barrett Fund||37,496|(70)|(144)|5,838|43,120|
|The Gartland
Family Trust Fund||1,036,703||(3,992)|161,373|1,194,084|
|United Biscuits/McVities
Calderdale
Trust||200,000||||200,000|
|Werner Townley
Fund||185,519|86,000|(715)|28,878|299,682|
|Total return endowments:|||||||
|Community
First Endowment
Funds (see below)||1,079,079||(353)|155,191|1,233,917|
|Halifax Law Society Fund||111,162|||16,328|127,490|
|Lewis Booth Fund||379,684|||55,767|435,451|
|Moore Wright Fund||246,650|||36,227|282,877|
|||11,332,467|183,493|(36,236)|1,713,929|13,193,653|
|Represented
by:
Edt
fdinvestments||||||13,193,653|
|The|value of|value of|investments|investments|held|held|by|our|portfolio|portfolio|managers|managers|managers|Rathbone
Investment|Rathbone
Investment|Rathbone
Investment||Management|Management|Limited as at|Limited as at|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|29 September
2021 was f10,979,930 including
held
by CCLA Investment
Management
Limited
ofunrealised
gains and this included
Community|||||||||||81,532,856 of unrealised
gains. The value of investments
at 29 September
2021 was 61,917,890 including f312,911
First Endowment
investments
valued atf1,043,042 which|||||||||||
|was|E258,557 above original cost.|||||||||||||||||||||
|Grassroots||Grants Endowment||||||Funds||||||||||||||
||||||||||||6|||||||||||
|At|start ofyear|||||||||1,229,050||||Represented
by:||||||||
|Donations||in||year|||||||7,410|||Action Halifax|||||||86,679|
|||||||||||||||C Greenwood
Fund|||||||398,847|
|Investment|||management|||costs||||(4,739)||||Calderdale
Community||||Fund|||191,082|
|||||||||||||||Calderdale
Fund|||||||136,034|
|Adjustment|||for investment|||gains||||191,549||||Calderdale
Pledge|Fund||||||71,665|
|||||||||||||||Cragg Vale & Hebden|||Royd||Fund||79,314|
|||||||||||||||Harveys
Fund|||||||110,772|
|||||||||||||||Kerbside Fund|||||||59,898|
|||||||||||||||Mayoral
Fund|||||||6,748|
|||||||||||||||Megan's
Fund|||||||14,394|
|||||||||||||||Stephen Pearson|Memorial||||Fund||56,050|
|||||||||||||||The Russell Fund|||||||194,866|
|||||||||||||||Yorkshire Post Fund|||||||16,921|
|At|end ofyear|||||||||1,423,270|||Total||||||||1,423,270|
|Community||First Endowment|||||Funds|||||||||||||||
|At start ofyear||||||||||1,079,079|||Represented
by:|||||||||
|Investment|||management|||costs|||||(353)|||Crossley Fund|||||||129,467|
|||||||||||||||Calderdale
College Education
Fund|||||||324,056|
|Adjustment|||for investment|||gains||||155,191||||Calderdale
Fund|||||||43,972|
|||||||||||||||Calderdale
Pledge|||||||23,809|
|||||||||||||||Harveys
Fund|||||||53,721|
|||||||||||||||John Wilson
Memorial|||Fund||for Elland||243,660|
|||||||||||||||Kerbside &Pennine||Pack Fund|||||13,676|
|||||||||||||||Pliny Barrett Fund|||||||1,954|
|||||||||||||||Stephen Pearson|Memorial||||Fund||8,551|
|||||||||||||||The Russell Fund|||||||391,051|
|At end ofyear||||||||||1,233,917|||Total||||||||1,233,917|
##
##
##
##
|12. Income funds|||||||||
|---|---|---|---|---|---|---|---|---|
|||||At start of||||At end of|
|||||year|Income|Expenditure|Transfers|year|
|Restricted:||||F|E|E|E|E|
|6C Environment
Fund||||10,236||||10,236|
|ABSAnniversary
Fund||||950||(950)|||
|AIB Mental Health|||||80|||80|
|Barclays Covid 19|||||12,375||(12,375)||
|Building
Community
Connections|||||36,000|(27,500)|14,000|22,500|
|Calderdale
Access Fund||||67,205||(34,590)||32,615|
|CFFC 25 Fund||||3,893||||3,893|
|Christmas
Meal Appeal||||1,249||||1,249|
|CMBC Community
Resilience|||Fund|43,172||(38,747)|(2,872)|1,553|
|Community
CPR Fund||||7,361||(500)||6,861|
|Community
Resilience Fund||||50,823|17,993|(47,713)|(14,261)|6,842|
|Covea Insurance||||2,817||||2,817|
|DCMS|||||116,063|(116,063)|||
|DCMS Community
Match||||||(50,871)|78,770|27,899|
|DEFRA Community
Resilience|||Fund||65,320|(58,820)|(4,000)|2,500|
|Earnshaw
Pilot Loan Fund||||2,500||||2,500|
|Flood Fund 2015
Flood Fund 2015-Mini-Appeals||||98,793
100,000|40,000|(114,660)|(24,133)|100,000|
|Flood Fund 2020||||294,214|1,137|(49,240)|(246,111)||
|Flood Resilience 2021|||||73,600|(73,600)|||
|Floodsave 2015||||72,195||(4,900)|107,105|174,400|
|Full Circle Funerals
Fund|||||9,500|||9,500|
|C Greenwood
Fund|||||||62,201|62,201|
|Halifax Minster Social Justice||Vision Group|||4,500|(9,500)|5,000||
|Halifax SOS Fund||||6,043|366|(5,250)|(1,159)||
|Henry Smith Charity|||||120,000|(120,000)|||
|Laptops for Learning
Campaign|||||20,216|(19,424)|2,000|2,792|
|Litter Innovation
Fund||||9,680||||9,680|
|Local Access Fund||||1,840||||1,840|
|Local Care Direct|||||66,004|(66,004)|||
|Mackintosh
Gravestone|Fund||||1,000|||1,000|
|Made by Sporl|||||12,816||2,247|15,083|
|Myra Townley Estate|||||41,661|(41,661)|||
|NET Community
Resilience Fund||||23,032|42,829|(36,602)|(29,259)||
|Never
Hungry
Again|||||131,598|(92,032)|18,000|57,566|
|Oliver Smithies Fund|||||68,760|(10,563)||58,197|
|Ovenden
Moor Windfarm|Fund|||17,674|49,240|(54,915)||11,999|
|Pennine
Community
Power Fund||||220|1,080|||1,300|
|Pleasant Pastimes
Scholarship|||Fund|1,000||(1,000)|||
|Rastrick Big Local||||69,147|71,142|(94,216)||46,073|
|Reserves Grants Fund||||||(35,328)|38,000|2,672|
|Sir George Eerie Fund|||||7,391|(7,391)|||
|Strategic Grants
Fund||||48,396||(30,000)||18,396|
|Support
& Integration
Fund||||26,846||(26,122)||724|
|Tampon
Tax Fund|||||26|||26|
|The Siddail Fund||||9,650|(965)|(8,685)|||
|Todmorden
Windfarm
Fund||||7,286|24,433|(27,666)||4,053|
|Watermark
Fund||||60,311|1,881||(62,192)||
|Watermark
Fund 2021|||||||163,128|163,128|
|Foundation
Membership|reserves|||19,800||||19,800|
|Themed
fund
1 - Housing|and Homelessness|||1,200|||(1,200)||
|Themed
fund 2 —Poverty|and|Disadvantage||200||||200|
|Themed
fund 3 —Community
Cohesion
Themed
fund 4- Mental
Health||||2,400
1,400||(1,000)|(2,400)
(400)||
##
##
|Restricted
Endowment
income|Funds:|Funds:||||||
|---|---|---|---|---|---|---|---|
|Calderdale
College Education|Fund||29,067|11,404|(5,838)||34,833|
|Halifax Old Folks Holiday
Fund|||10,062|3,149|||13,211|
|Halifax Tradesmen's
Benevolent||Institution|10,449|7,173|(15,400)|9,000|11,222|
|Lee Crossley Welfare Fund|||4,912|1,988|(1,200)||5,700|
|Lewis Booth Fund|||9,095|9,648|(2,621)||16,122|
|Noel John Greenwood
Fund|||10,041|6,439|(300)|(3,000)|13,180|
|Stephen Pearson
Memorial
Fund|||1,509|881|||2,390|
||||1,136,666|1,076,725|(1,330,867)|96,089|978,613|
##
##
##
##
##
##
##
##
##
##
##
##
##
##
##
##
##
##
##
|Beneficiary||||Related|Position|in|Position|in|Grants|Grants|Charitable|Fund|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||party
in|Foundation||Beneficiary||disbursed||||
|||||Foundation|||o
nisstion||in|ear|||
|Halifax Opportunities||Trust||Ms Alison|Trustee||CEO|||E5,800|NET Community||
|Eisie Whiteley|Innovation||Centre|Hsskins|||Secretary||||Resilience
Fund||
|Celipso CIO|||||||Trustee||||||
|Locality Ltd|||||||Trustee||||||
|Invictus Wellbeing||||Mr Richard|Trustee||Trustee|||62,000|DCMS Community||
|||||Blackbum|||||||||
|||||||||||61,000|DEFRA Community||
||||||||||||Resilience|Fund|
|Citizens Advice|Caldeidsle|||Dr Roger|Chair of||Chair of|||810,000|Strategic|Grants|
|||||Moore|Trustees||Trustees|||95,116|DCMS||
|||||||||||83,000
275,000|Individual
Fund
Hen
Smith *||
|Cafderdale Access Fund||||||||||
|---|---|---|---|---|---|---|---|---|---|
|Alpha House Calderdale|||||||||4,490|
|Friends ofWainsgate
Chapel|||||||||5,000|
|Halifax Minster|||||||||2,758|
|lllingworth
Sports Club|||||||||4,530|
|Skillshop|||||||||5,000|
|StAugustine's
Centre|||||||||5,000|
|Visits Unlimited|||||||||7,808|
|Voluntary
And Community
(formerly|||||Voluntary|||Action Calderdale)|5,000|
|CMBC Community
Resilience Fund||||||||||
|Advancement
of Community
Calder Community
Cares||Empowerment|||||C.I.C||1,000
2,000|
|Calderdale
Wheelchair
Basketball||||Club|||||1,000|
|Christians
Together Calderdale|||||||||4,998|
|Curious
Motion C.I.C|||||||||1,000|
|Elland
& District Food Bank|&Support|||||Drop-in|||4,800|
|Integrated4$olutions
C.I.C|||||||||6,000|
|Luddendenfoot
Community|Association||||||||5,000|
|Noah's
Ark Centre|||||||||7,000|
|Riverside Cafe Ripponden|||||||||439|
|The Hive Halifax|||||||||950|
|Visits Unlimited|||||||||1,000|
|Youth Concern Action Group|||||||||1,000|
|Community
CPR Fund||||||||||
|The Arches Dean Clough|||||||||500|
|Community
Resilience Fund||||||||||
|Artworks
Yorkshire C.I.C|||||||||6,000|
|Elland Silver Youth Band|||||||||4,000|
|Forget Me Not Children's
Hospice|||||||||6,000|
|Halifax Society for the Blind|||||||||6,000|
|Hebden
Bridge Community|Association||||||||3,000|
|Imagineer
Development
UK|C.I.C||||||||5,855|
|Phoenix Radio|||||||||5,940|
|StAugustine's
Centre|||||||||2,950|
|The Aspire Trust|||||||||4,000|
|The Cornholrne
& Portsmouth||Old||Library|||||525|
|The Society 4 Neurodiversity|||||||||6,000|
|Department
for Digital, Culture,||||Media &|||Sport (DCMS)|||
|Citizens Advice Calderdale|||||||||5,116|
|Calderdale
SmartMove|||||||||26,500|
|Calderdale
Wellbeing
Healthy||Minds|||||||19,000|
|Christians
Together Calderdale|||||||||9,516|
|Cloverleaf Advocacy|||||||||4,020|
|CREW Heart Support Group|||||||||5,709|
|Disability
Partnership
Calderdale|||||||||3,850|
|EdShift C.l.C|||||||||5,828|
|Forget Me Not Children's
Hospice|||||||||10,000|
|Happy
Valley Pride|||||||||6,000|
|Parish of Christ Church
Sowerby|||Bridge||||||6,333|
|Rotary Club of Halifax|||||||||1,000|
|StAugustine's
Centre|||||||||8,580|
|The Cornholme
8 Portsmouth||Old||Library|||||956|
|Women Centre
Limited|||||||||3,655|
|DCMS Community
Match||||||||||
|AGE UK Calderdale
& Kirklees|||||||||4,000|
##
|otes to thefinancial s|ta|teme|nts||
|---|---|---|---|---|
|Brighouse Central Food Bank||||880|
|Calder Community
Cares||||500|
|Community
Transport
Calderdale||||4,000|
|CREW Heart Support Group
Disability
Partnership
Calderdale||||830
1,151|
|Elland
& District Food Bank &|Support||Drop-in|3,875|
|Focus4Hope
Get Fit4 Mental Wellness||||4,000
4,000|
|Halifax Society for the Blind||||4,000|
|Invictus Wellbeing
Services||||2,000|
|Light Up Black 8 African Heritage
Mothershare||Calderdale||650
1,485|
|Noah's
Ark Centre||||4,750|
|Overgate
Hospice
Shah Walayat
Foundation||||2,000
1,250|
|StAugustine's
Centre||||4,000|
|The Halifax Academy||||4,000|
|Verd De Gris Ltd||||3,500|
|DEFRA Community
Resilience||Fund|||
|StAugustine's
Centre||||2,000|
|AGE UK Calderdale
& Kirklees||||1,000|
|Bdghouse
Central Food Bank
Calder Community
Cares||||1,800
3,500|
|Calderdale
SmartMove||||1,000|
|Christians
Together Calderdale||||1,000|
|Cliffe Hill Community
Primary|School|||1,000|
|Colt Enterprise
(Calderdale)
Ltd||||2,500|
|Community
Transport
Calderdale||||1,000|
|Cornholme
Food Bank||||1,000|
|CREW Heart Support Group
Disability
Partnership
Calderdale||||750
1,100|
|Elland
& District Food Bank &|Support||Drop-in|1,000|
|Focus4Hope||||7,000|
|Get Fit4 Mental Wellness||||1,000|
|Halifax Society for the Blind
Hebden
Bridge Community
Association
Invictus Wellbeing
Services||||1,000
3,000
1,000|
|Light up Black &African Heritage Calderdale
Living Well Calderdale
Women's Cancer Support
Luddendenfoot
Community
Association||||650
360
3,800|
|Mothershare||||1,200|
|Noah's Ark Centre||||4,750|
|Overgate
Hospice
Phoenix Radio||||1,000
1,200|
|Shah Walayat
Foundation||||1,250|
|The Cornholme
& Portsmouth|Old Library|||657|
|The Halifax Academy||||6,000|
|The Hebden
Therapy Centre C.I.C
Together We Grow
Verd de Gris Ltd||||1,303
3,000
1,000|
|Whitehill
Allotment
Association||||1,000|
|Flood Fund 2015|||||
|Calderdale
Wellbeing||||114,660|
|Flood Fund 2020|||||
|Grants ofF200 to individuals||||600|
|Grants ofF1,000to businesses||and sports clubs||2,000|
|Grants to other charities||||46,640|
|Flood Resilience 2021|||||||
|---|---|---|---|---|---|---|
|Calderdale
Wellbeing
Healthy|||Minds|||13,658|
|Copley Cricket Club||||||20,000|
|Forus Tree||||||20,000|
|Heath Rugby
Union Football||Club||||5,000|
|Old Rishworthian
RUFC||||||202|
|Slow The Flow||||||14,740|
|Floodsave|||||||
|Todmorden
Angling
Society||||||4,900|
|Halifax Minster Social|Justice Vision Group||||||
|Moth erahare||||||9,500|
|Halifax SDS Fund|||||||
|Crossley Under 7 North|Halifax AFC|||||250|
|Beacon Rangers Junior|Football Club|||||250|
|Calderdale
Community
Coaching||||Trust||2,000|
|Calderdale
Wheelchair
Basketball||||Club||250|
|Copley Cricket Club||||||250|
|Crossley Juniors
North
Halifax|||AFC|||250|
|Greetland
Goldstars FC||||||750|
|Mark Duffy Football School||||||250|
|Old Rishworthian
RUFC||||||250|
|Sowerby Bridge Cricket|Club|Juniors||||250|
|StColumbus
Juniors||||||250|
|Stainland
United AFC||||||250|
|Laptop for Learning
Campaign|||||||
|Calderdale
Metropolitan|Borough|||Council||19,424|
|Local Care Direct|||||||
|Noah's
Ark Centre||||||5,000|
|Creative
Minds||||||5,000|
|CREW Heart Support Group||||||3,091|
|Disability
Support Calderdale||||||2,479|
|EdShift C.l.C||||||4,968|
|Focus4Hope||||||5,000|
|Get Fit 4 Mental Wellness||||||5,000|
|Himmat||||||4,680|
|Mums On A Mission
Limited||||||4,994|
|Piecemakers||||||873|
|Project Colt||||||5,000|
|StAugustine's
Centre||||||4,918|
|The Brunswick
Centre||||||5,000|
|Together We Grow||||||5,000|
|Turning
Point Counselling|Service|||||5,000|
|Net Community
Resilience||Fund|||||
|Brighouse
Central
Foodbank||||||1,000|
|Calderdale
SmartMove||||||1,000|
|Christians
Together Caiderdale||||||1,000|
|Claremount
& Boothtown|Community||||Group|3,000|
|Cliffe Hill Community
Primary|||School|||1,000|
|CREW Heart Support Group||||||5,990|
|Embrace Child Victims of Crime||||||6,000|
|Focus4Hope||||||1,000|
|StAugustine's
Centre||||||950|
|Halifax Opportunities
Trust||||||5,800|
|The Aspire Trust||||||2,000|
|otes to thefinancial s|tat|ements||
|---|---|---|---|
|The Cornholme
& Portsmouth|Old|Library|1,862|
|Todmorden
Food Drop In|||6,000|
|Never Hungry
Again
Ask the Question C.I.C|||5,000|
|Backpack Buddies|||9,034|
|Calder Community
Cares|||7,500|
|Christians
Together Calderdale|||2,500|
|Cliffe Hill Community
Food Bank|||2,457|
|Disability
Support Calderdale
Focus4Hope|||1,970
2,500|
|Friends ofCopley School Association|||5,000|
|Himmat|||2,500|
|Light Up Black &African Heritage Calderdale
Luddenden
Foot Community
Association|||5,472
4,944|
|New Road Primary|||5,000|
|Noah's
Ark Centre|||4,000|
|Phoenix Radio|||4,400|
|Shah Walayat Foundation|||2,500|
|Sowood Pre-School 8 Community||Association|600|
|StAugustine's
Centre|||4,935|
|Sticky Fingers
The Halifax Academy|||2,500
12,500|
|Together We Grow|||1,820|
|Verd De Gris Ltd|||4,900|
|Oliver Smithies
Fund||||
|Friends ofCopley School Association|||10,563|
|Ovenden
Windfarm
Fund||||
|1st Mount Tabor Guides|||1,000|
|Denholrne
Sailing Club|||4,190|
|Disability
Support Calderdale|||2,000|
|Halifax Sailing Club|||2,000|
|Haworth
Cricket Club|||1,400|
|Mount Pleasant
Graveyard
Trust|||9,000|
|New Ebenezer|||9,000|
|Overgate
Hospice
Oxenhope
Cricket Club|||9,000
1,400|
|Oxenhope
Recreation
Football Club
Sue Ryder Manorlands
Hospice|||1,400
5,000|
|Wainstalls
Junior Football Club|||5,000|
|Worth Valley Young Farmers Club|||6,000|
|Pleasant Pastimes Scholarship||Fund||
|Leeds Beckett University
(Pleasant Pastimes)|||1,000|
|Sir George Earle Fund||||
|Grants to individuals|||7,391|
|Support &Integration
Fund
Calderdale
Valley of Sanctuary|||10,000|
|StAugustine's
Centre|||16,122|
|The Siddall Fund||||
|Calderdale
Metropolitan
Borough||Council|8,685|
|Themed
Fund 4- Mental Health||||
|Artworks,
The Everybody
School of Art|||1,000|
|otes to thefinancial|otes to thefinancial|sta|tem|ents|||
|---|---|---|---|---|---|---|
|Todmorden
Windfarm
Fund|||||||
|Age Concern Todmorden||||||2,776|
|Calder Community
Cares||||||2,000|
|Friends ofShade Parents|&Teachers|||Association||5,000|
|Great Rock Cooperative|Ltd|||||3,240|
|Handmade
Parade C.I.C||||||1,960|
|Live Wild||||||5,000|
|Living Well Calderdale
Women's|||Cancer|||540|
|Todmorden
Rotary Club||||||2,700|
|Tree Finger Gang C.I.C||||||500|
|Henry Smith Charity|||||||
|Calderdale
Wellbeing
Healthy||Minds||||75,000|
|Citizens Advice Calderdale||||||75,000|
|Kirklees
&Calderdale
Rape &||Sexual||Abuse Counselling||59,400|
|Noah's
Ark Centre||||||29,600|
|Rastrick Big Local|||||||
|Rastrick Cricket Club||||||27,393|
|Space@Field Lane||||||25,000|
|Calderdale
MBC (for non-statutory|||universal access project as Rastrick Library)|||15,000|
|General
Flow-through
Fund|||||||
|Happy Valley Pride||||||2,500|
|Leeds Beckett University||||||1,920|
|Individual
Fund|||||||
|A number
ofcharitable
organisations||||were given grants to administer|on the||
|Foundation's
behalf.||||||32,000|
##