Charity reglstralion number 1123524
Company registralion number06443243 (England and Wales)
HALE HEALTH ACTION LOCAL ENGAGEMENT
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024

HALE HEALTH ACTION LOCAL ENGAGEMENT
LEGAL AND ADMINISTRATIVE INFORMATION
Trustees
T Amin
S Brooks
P Dean
J Elgar
R S Greenwall
G H Haslam
C Hewill
R F Prior
(Appoinled 19 June 20241
(Appointed 15 May 2024)
(Appointed 20 June 2024)
Chalr
Vl¢e Chair
G H Haslam
P Dean
Sgnior management
Sonija Peers
Dan Sutherland
John Evans
Samanlha Monk
Laila Ahmed
Chief Officer (Rgsigned 1210112024)
Chief Officer {Appoinled 24104120241
Finance and Operations Manager
Social Prescribing Service Manager
Healthy Communili8s Service Manager
Charity number
1123524
Company number
06443243
Registered office
1 Wesl9ate
Shipley
Wesl Yorkshire
BD18 3QX
Audllor
BK Plus Audit Limited
52 St Johns Lane
Halifax
Wesl Yorkshire
England
HX128W
Bankers
CAF Bank Ltd
25 Kings Hill Avenue
Kings Hill
Wesl Malling
Kent
ME19 4JQ
Virgin Money
177 Bolhwell Street
Glasgow
G2 7ER

HALE HEALTH ACTION LOCAL ENGAGEMENT
CONTENTS
Pago
Trustees, report
Independenl auditor's report
10-13
Slatemenl of financial aclivilies
14
BalanGe sheet
15
Statement of cash flows
16
Noles to the financial slalemenls
17-30

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT)
FOR THE YEAR ENDED 31 MARCH 2024
The Iruslees present their annual report and financial slalemenls for the year ended 31 March 2024.
The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the
financial slalements and comply with the charily'51governing documentl, the Companies Act 2006 and "Accounting
and Reporting by Charilies.. Statement of Recommended Practice applicable lo charities preparing their accounts in
accordance with the Financial Reporling Standard applicable in the UK and Republic of Ireland (FRS 1021"
(effective 1 January 2019).
Objectlves and actlvlties
The promotion of the physical. social, economic, environmental and mental heallh and wellbeing of the geneial
public by the provision of counselling, advice, education. training, recreation or other occupations lo those who have
need of such facilities by reason of Iheir youlh. age. infirmity or disability. financial hardship or social circumstances,
with Ihe overall objeGI of improving their conditions of life and the social fabric of the community in which they live.
Public b8nefit
We have referred to Ihe guidance contained in Ihe Charity Comrnission's general guidance on public benefit when
reviewing our aim and objectives and in planning our future aclivilie5. In particular, the Iruslees consider how
planned activities will conlribule lo Ihe aims and objectives they have sel.
HALE is a Healthy Living Project. delivering community based health improvemenl activities in Shipley and
surrounding are8s since 2003. We work wilh people of all ages. concentrating our efforts in the areas of deprivalion
and heallh inequalities where there is greatest need. working around the key themes of Mental Health and
Wellbeing, Alcohol Awareness. Sexual Heallh and Nutrition.
Achlevemenls and perfomian¢e
Over the ¢ourse of this year the HALE team have had an impact on the lives of over 20,000 peopl8 across our
District. We have seen an increase in demand as health inequalities exacerbate within the context of a challenging
funding environment which is havin9 a significant impacl upon funders in the Local Authority and Heallh inslitulions.
HALE was the unfortunate victim of a cybersecurity allack during Ihe year and de5Plte disruption lo ils IT Eslale, the
team were able lo continue lo deliver Ihe service5 lo clients almost immediately, while in the background we worked
wilh Cyber Security experts lo pul in place a series of poliGy and protocol changes including new hardware and
software lo better prolect our organisalion inlo the future.
We have also had some changes in key leadership positions al HALE as we thank Samantha Monk (Social
Prescribing Manager) and Sonjia Peers (CEO) for their service and wish Ihem best of luck as they move on lo
pastures new. Slepping into the role on an inlèrim basis, the Social Prescribing team's Deputy Manager Laila
Ahmed, has successfully stewarded the team through Ihis Iransition ensuring we kept lo oui high standards across
those conlracls. And following Sonjia's departure in January. John Evafts (Finance and Operations Manager) stood
in as acling CEO while recruilmenl took place for Ihe new Chief Officer. Following an external recruilmenl process
we are pleased to have secur8d Dan Sutherland as our new CEO. bringing with him a wealth of experience and
ideas as he takes on the role in Ihe new financial year.
Despite these difficulties HALE has Gonlinued lo innovate. develop partnerships and build our reputation as a high-
quality provider of Health and Wellbeing services. As we anlicipale the external environment lo rernaiD challenging
into the foreseeable future, we continue lo develop Ihe resilience to respond and adapt our approach.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORT> (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
To ensure we remain on course even in Ihe mosl challenging limes we refer back lo our core mission "To Improve
health where there is greatest need,, this continues to be the guiding principle that underpins the direction we
lake. This mission is underpinned by Ihe vision and values Ihal run throughout our organisatM)n.
Our Vision is Healthy, connected and happy communities throughout our district.
We aim to:
Improve aspiration and happiness in local communities. by enabling people to manage their own health
and wellbeing.
Improve p80ples' knowledge of how lo engage with their local community SO they feel les5 1501aled and
lonely.
Work with and inform local people, helping Ihem understand how to marsag8 Iheir health needs and how to
US8 health and care serviGes.
Support the reduction of known health inequalities across our communities.
Our values are..
CONNECTING- AI HALE we belleve in:
Re-CONNECTING people and communities to their slfenglhs, hopes and aspiralions.
CONNECTING people lo each other and Iheir communilies.
CONNECTING and working with partners to seek solutions which lead lo Improved health and wellbein9
aGross our communities.
DEDICATION - AI HALE we are..
DEDICATED lo listening. understanding and learning frorn people and communities.
DEDICATED lo encouraging and empowering people and communities lo take steps lowafds improving
their health and well-being.
DEDICATED lo tackling heallh inequaltties and injusli¢e - Through our work we will positively challenge
tfadilional ways that health and care provision is designed and delivered and bring the voice and needs of
our Communities lo the forefronl of decision making and service redesign.
RESPECT- AI HALE we will..
RESPECT people and communities as Ihose who are best placed. lo improve their h8allh and wellbeing.
RESPECT. value and embrace the diversity of our people and communities,
RESPECT and value everyone with integrity. care and compassion.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES. REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
A more detailed summary of our aclivilies and services throughout Ihe last year can be found below.
Adult Soclal Prescrlbing
We have continued to deliver our adult social prescribing services in 6 out of the 10 Primary Care Networks across
the Bradford District, working closely wilh a lotsl of 36 GP practices. This year we supportéd 1882 clients.
Our offer has continued lo enable GP practices lo provide their patients with tailored, asset based, personalised
care, which in turn has reduced the reliance on reactive health care.
Clients are supported in developing their own care plans by focusing on what is important to them. We continue lo
connect clienls and provide a supporting bridge for them lo access 5UPPOrt around.. anxielyl low mood/ low level
mental health, social isolalion. struggling lo live independenlly, moneyl debu benefit advice, housing problems,
educalionltrainingl employment. bereavement support and much more..
In the fourth year of Ihe RIC funded contract our CLICS programme has intrinsically linked social prescribing and
embedded close relationships with practice based Advanced Praclilioners and GPS for practices in central Bradford.
We supported 1288 clients through CLICS this year.
Working in partnership wilh our partners al Ihe Girlinglon Centre and Grange Interlink, the Se￿iCe has continued to
go from strength lo Slrenglh. Inlegfaling Clinical and non-¢linical seNices lo support people's needs in a holistic
way.
Through CLICS we also worked closely with the Proactive Care Team (PACT) to support clients with multiple
complex issues. thereby ensuring a combined medical and community wrap afound support service for some of our
clients with the greatest need.
Our PCN 1, PCN 10 and Affinity social prescribing offer has supported a furthèr 512 clients referred from a lolal of
10 GP practices.
A new Iwo-tier model of working was implemented. enabling our staff lo be more clinic based, further strengthening
our working relalionshlp wilh practices and ensuring joined up ways of working for our clien1$.
Two of our connectors form part of Ihe cross service multi-disciplinary team MAST (alongside Proje¢l 8, The Cellar
Trust, Keighley Healthy Living. Carers Resource). The team provide up lo 12 sessions of support for frequent
allenders at both BRI and AGH A & E departments. Clienls are made aware of communily Services available lo
them with Ihe support given resulting in reducing re-admission lo hospital.
Worklng alongside MAST colleagues and wider hospital teams our connectors provided a blended delivery model in
hospital and have offered ¢ommunily-based support lo 62 clien15 around alcohol, drug dependency and wider low
level mental health supporf. The social prescfibers have also feferred clients onlo social group support including our
HALE social aclivilies.
Our annual Social Prescribing Day Event in March was held at The Broadway Bradford., this cenlral and easily
accessible venue Saw our greatest attendance wrth over 171 people coming along lo celebrate our work. The
Riminglon Pharmacy Team were on hand lo undertake blood pressure and diabeles checks whilst giving
information on promoting healthy life51yle choices. The Living Well team engaged wilh over 90 people who signed
up to their program list for news and updates. Various VCS and health seNice partners manned stalls chatting lo
local people. The day was packed and busy with a vibrant hum throughout the day.
Towards closing time a women Came in as staff were packing away and said"1 can't slay for long as I musl gel back
lo work. l just wanted lo say that HALE saved my life, seriously it is Ifue. I had allempted Suicide and was al the
lowest point in my life, my GP referred me to one of your connectors. They saved my life, with support and
understanding I gol the help I needed for my mental h6allh. God bless you all"
HALE presented at the regional Social Prescribing Link Workers Lunch Evenl. highlighting the CLICS SP model.
sharing analytic data on clienl reach and Ihe learning gleaned so far around working in an inner-cily foolprinl and
supporting people with multiple complex needs.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
REACH
The REACH project, run in partnership with Cellar Trust, offers group volunteefing and support for clienls with
serious mental health conditions.
Our Group Volunteer Co-ordinaloi has an active case load of 15 clients at any one lime, providing support and
encouragement lo clien15 who are at a stage where they feel ready and confident lo engaga in group aclivilies.
REACH Out pe8r support activity groups were created to give a safe and welcoming environment for those wanting
lo talk about their shared experiences, express themselves through activity and art, and above all, lo not fe81
isolated. Core lo REACH Out is lo create a group where people gain the confidence to lead on their passions and
interests.
Our first group started in Keighley with Iwo clients allending weekly. They created friendship in and outside of the
group and participated in discussions, walks. and arts and crafts.
With the small success of the firsl Reach Out group, the second has opened in Shipley and a steady group of eight
lo len people attend weekly.
The aim is lo continue the friendships Grealed and encourage peers to lead on aclivities themselves, boosling
confidencè and self-esleem. Future activities will include mono printing, bowling, medilalion, and tailored art
workshops. With the increase in clients attending, shared interests in the group can hopefully grow into volunleer
led activity groups.
Rethlnking Paln
Working in close partnership with Keighley Healthy Living. our groundbreaking Rethlnking Pain service is starling lo
receive recognition, both nationally and locally. for ils fast paced, communily-based approach Sn supporting clients
with long lefm pain conditions.
This year our HALE team have supported over 860 clients to access Ihe 3 Tier non-medical model of holistic pain
management.
Our Health & Wellbeing coaches have supported the widef team in delivering 'Underslanding Pain, Pain
Management sessions lo client groups in a range of community languages, both online and in person, as well as
delivering the new health modules around sleep. healthy eating, and physical aclivily.
They have also supported clients to access CBT therapy alongside sign p051ing and referrals onlo community-
based aclivilie3.
The full Rethinking Pain team delivered focus group consultation sessions for our harder lo reach clienls, collating
information and insight from our seldom reached residents lo help shape th8 delivery and activities of Ihe service
moving forward.
Youth Work
We received 164 referrals lo our RIC and Affinity Young People Social Prescribing Services, and we have worked
with these young peopl8 on a 1.1 and group basis.
We worked closely with the ICB lo create a referral pathway on Systmone, which has allowed our service lo
become more accessible lo a wider range of GP practices within our catchment area. meaning more young people
who may have previously nol accessed our support are now doing so.
Through our group sessions. our young people have been able lo parlicipate and enjoy activities allowing them lo
build skills, have fun and meel new people. This included bowling, lazerzone, watching a Bradford City Game,
movie nights, pumpkin carving. Mexican Gooking and more.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
We have partnered with other organisalions lo offer our young people a wider range of senfiGe5, including..
All Stars
a 6 week programme offering sessions about anxiety. autism awaren8ss. bereavement and
school avoidance. This was delivered in parlnership with All Star Enlertainmenl.
Art Therapy - a 6 week art therapy course. held al and in partnership with Cartwright Hall,
Emotions session a 3 hour session focussing on differenl emotions. what causes Ihem, how they make
us feel physically in partnership with Affinity Care
As the end of the RIC funded proje¢ls approached. we look part in a presentation and Learning Session enlilled
'Inlegraling the VCSE.. We also joined forces with the Adult Social Prescribing team lo celebrate National Social
Prescribing Day and have held a series of gvenls lo promote our YPSP setvice to young people with LD.
We also worked alongside PCN to host a Summer Extravaganza in Bowling Park, for the whole community, offering
fairgTound rides, face painting, balloon modelling. Local organisalions and the Fire se￿iCe held stalls, offering
support lo families and young people. Over 500 people attended and had a fun filled family day out, free of charge.
Our young people welcomed 5 Councillors from Bradford Council lo have an op8n discussion on how poverty is
affecting young people in Bradford. This was a big step for our young people, who developed the skills and
confidence lo successfully engage wilh those people who have capacily to make change.
The biggest highlight of the year was our Affinity Young Peoples Social Prescribing Service been nominated for
and WINNING the British Journal of Nursing 'lnnovalive Project of the Year, Award. We are all so proud of the
partnership and were glad lo have Ihis good work nationally recognised.
In 2023-2024 we delivered lo 3734 students. and 25 staff undertook RSE Irainin9. 18 People engaged with us al a
par8nls evening event.
Topics covered included.. Puberty. FGM, CSE, Sexlinglimages, Sex & gender idenlily, Gender slereolypes, Peer
pressure & everyday consent. Self-examinalion, Misogyny and loxlc masculinity, Relationship stages, Forced
mariiage, Relationship abu5el SVSH, Contfaceplion, Sexual heallh, Pregnancy and Options, Ferlilily. Gambling
related harms.
We also introduced two new topics this year: Stalkingl Harassment and Honour based abuse
Shiploy Wollbeing Hub
Our Wellbeing Hub supported 331 clients this year, providing access lo fa5t-Irack services for those who were
reaching crisis point and did not know where else to go for Ihe specialist support they needed. Our Hub is one of 6
Wellbeing Hubs localed across Bradford District and Craven, working in partnership with local NHS, Bradford
Council, and Ihe Voluntary and Community Sector to support individuals experiencing issues with menlal health,
domestic abuse, financial difficulties, and addiclion.
We also provided informalion and guidance along with general health & wellbeing support for those who just
needed Ihal lislenlng ear to help them find their own solulions. by talking things through with someone oulside of
their situation.
Of the referrals received 980A of clients reporled that they would have gone to their GP had they nol come through
to the Hub, which clearly demonstrates Ihal the Wellbeing Hub has been able lo provide an allernalive pathway for
advice and guidance lo people rather Ihan them presenting al an already overloaded primary care provider.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED>
FOR THE YEAR ENDED 31 MARCH 2024
The Wellbeing Hub has also provided funding to several groups wtlhin the Shipley footprint areas, including a
weekly Men's Den al Bollon Woods Communily Centre providing a safe space for local men lo meet and talk, a
weekly Mental Health Peer Support group in Shipley Library and a bereavemenl group. We provided a hub and
spoke service by offering staff Wellbeing Hub time in local venues and we have also funded an outdoor a¢livily
program for young people Ihal included the opportunily for them lo lry golf as an allernative lo formal exercise and a
woodland group for younger children helping to support them lo connect wilh their local environment and produce
artwork from what they found. Funding from the Shipley Wellbeing Hub also supported course5 of counselling
sessions for 8 Young People which were delivered by Slep2 eilher online or in person al the HALE officè.
Community Cenlré Health Partnership Project
Our new CCHP Pfoject, fundèd by the WISHH Community Partneiship. slarted in January 2024. We hav8
successfully recruited a new Coordinator to the post and look forward to Wofking wilh partners on this exciting piece
ofwork.
The overall aims of the project are lo (1) support community centres in becoming thriving and suslainable
community hubs, and lo 121 increase local access lo and engagement with a range of information, activities and
early health inlervenlions which support improved self-managemenl of health and wellbeing in local ¢ommunilies.
WISHH Health & Wellbging Champlon
Our WISHH groups have continued lo grow and develop. Based on the success of the projecl and the health
outcomes achieved, a further 12-monlh funding was approved in January 2024, which will lake us lo March 2025.
The Men'5 Shed has continued to go from strength to slrenglh. developing new activilies. recruiting new people and
expanding our workshop building.
Our cli8nt numbers have Increased to approx. 15 men meeting over three sessions. Som8 work on their own
projects whilsl others participate in community projects.
HALE Soclal Group Activltle8
We conlinued lo provide a wide range of organised aclivilies for people living in the locality and surrounding argas
through our 8aildon Well Being Café, Baildon Buddies. Guys & Dolls. Book Club. 8ereavemenl Group, Wrose
Buddies and Warm Spaces Groups.
Jusl over 150 people att8nd ￿gUlar sessions held in Shipley and 8aildon.
People in varying circumstances - some elderly. some frail. dealing with the loss of their partner. some wilh the
onset of early dementia and Iheir carers - find company. conversalion and 51imulating activities al our groups,
creating a great sense of camaraderie, fun and liveliness.
Our group facilitators organised trips. outings and guest speakers as well as sing-along sessions, art5 and crafts
workshops. enlerlainmenl and seasonal themed evenls induding coronation ¢elebfations for King Chafles,
Inauguration - complele with a full-size Klng Charfes cardboard cutout.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES. REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Fundraising praclic8S
Community Devglopmont & Engagemènt
We engaged with 5571 people Ihrough our Communily Development and Engagement proje¢ts Ihis year. d81ivering
a lolal of 663 sessions Ihroughoul Ihe Bradfoid district & Craven arèas.
Ensuring that people's voices are heard and taken into consideration when heallh bodies make d6cislons is cole lo
our mission to address health inequalities and empower people lo have influence over local services. HALE are the
lead organisalion coordinating Citizen's Voice on behalf of the local Health and Care Partnership, Involving both our
own team members and partner organisalions across the district.
The Engagement team have worked with the health and care partnership lo help plan and deliver the Listen In
programme. W8 allended events and aclivilie5 in and around Bradford and Craven where we could ¢onn8cl with
community groups, lo build relationships and understand what matters most lo local people when it comes lo their
health and care.
Our team have facililaled key nelworks. particularly the Maternity and Neo-Nalal Voices Partnership and the
Women's Health Network. These forurns provide an vital opportunity for voices of lived experience lo be heard and
acted upon by health partners silting with us around the table. In total we reached 691 individuals through our
meetings and evenls relaling to MNVP.
Warm Homes Heallhy People
Our WHHP programme conlinues lo provide a vital seNi¢e reaching 815 individuals over this year, we w8nl oul lo
Supermarkets, Schools, GPS and community events lo gel the message out. Through this we have supported 184
people lo access the Green Doctor. helping people keep their homes warm over the difficult monlhs. We have also
provided food parcels, warm packs, duvets. coats and shoes, alongside signposting people inlo other services such
as benefits advice and HALE'S social groups.
Flnancial review
The Statement of Financial Activities shows lolal incoming resour￿$ of £1,622,770 {2023.. £1.402,0761 and total
r8sources expended of £1,555.387 (2023.. £1.242.562), being a nel surplus on movement of funds of £67,383
(2023.. £159,514).
The lotal reserve5 al the year end are £584,100 (2023.. £516.717). Unreslrided res8rves al the year end lolal
£499,000 (2023- £465.2481, including designated funds of £180,491 (2023. £158,662), and reslricled funds are
£85,10Q (2023. £51,469).

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
RgsoNes polFCy
In conjunction with our Financial Procedures Policy this reserves policy forms part of our commilm8nl to ensure the
management and allocation of funds is carried out responsibly lo enable Hale lo continuè to provide ils core
seNices and to secure the viability of the organisalion beyond the immediate future.
The need to provide for medium to long term will ensure Ihal we can absorb setbacks and lake advantage of
change and opportunily.
11 is the view that we should have sufficient funds lo enable Hale lo exist for a period of lime (MinimLtm of three
months running Costs. including any large sGale Project or Commission), lo enable the developmenl
of allernative funding streams.
Based on budgeted expenditure for 2024125 of £1.239.916 this would equate lo approximately £309,979 10
£619,958.
Al Ihe year end th8 charity's lolal unrestricted reserves were £499,000, excluding fixed assels of £Nil, leaves 'free'
res8Nes of £499,000.
structure, governancè and management
The charity is controlled by ils govorning document. a deed of trust, and Conslilutes a limited company, limited by
guarante8, as defined by the Companies Act 20C6.
The charity Is a company limited by guarantee and was formed on 3 D&cemb8f 2007. It is governed by a
Memorandum and Articles ofAssociation.
The liability of the members in the event of the company being wound up is limited lo a sum not exceeding £1.
The trustees, who are also the direGtors for the purpose of Company law. and who served during the year and up lo
the dale of signature of the financial slatemenls were..
T Amin
(Appointed 19 June 2024)
S Brooks
P Dean
J Elgar
R S Greenwall
G H Ha51am
C Hewill
R F Prior
(Appointed 15 May 2024)
(Appointed 20 June 2024)
R8cruilmgnt and appointmgnl ol truslees
The Iruslees of the charily afe also Ihe directors for the purposes of company law and are appointed by the
members al the AGM,

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
statement of trustees. responsibilities
The Iru51ees, who are also the director5 of Hale Health Action Local Engagement for the purpose of company law,
are responsible for preparing the Trustees, Report and Ihe financial statements in accordance wilh applicable law
and Unltèd Kingdom AC￿Unting Standards (Unitèd Kingdom Generally Accepted Accounting Practice).
Company Law requires the Iruslees to prepare finanGial slatemenls for each financial year which give a Ifue and fair
view of the stale of affairs of the charity and of the incoming resources and application of resource5, including the
income and expenditure, of the charitable company lor that year.
In preparing these financial slalemenls. Ihe trustees ar8 required to..
select suilable accounting policies and then apply Ihem Consislently;
observe Ihe methods and principles in the Charities SORP..
make judgements and eslimales Ihat are reasonable and prudent., and
prepare thè financial statements on the going concern basis unless il is inappropriate lo presume that the charity
will continue in operation.
The trustees are responsible for keeping ad8quale accounling records that disclose with reasonabla accuracy al
any Ilme the financial position of the chafily and enable them to ensure that the financial slal8ments Comply with the
Companies Act 2006. They are also responsible for safeguarding the assels of the charity and hence for taking
reasonable step5 for the prevention and detection of Iraud and other irregularities.
Audltor
In accordance with the company's articles. a resolution proposing that BK Plus Audit Limiled be r8appoinled as
audilor of the company will be put al a General Meeting.
The Iru51ees' report was approved by the Board of Trustees.
G H Haslam
Trusloe
1711212024
Dale..

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT
TO THE TRUSTEES OF HALE HEALTH ACTION LOCAL ENGAGEMENT
Oplnion
We have audiled the financial slalements of Ha18 Health Action Local Engag8ment (the 'charity'} for Ihe year ended
31 March 2024 which comprise the slalemenl of financial activilies, Ihe balance sheet, the 51atem8nl of cash flows
and note5 to the financial slatements. including significant accounting policies. The financial reporting framework
that ha5 been applied in their preparation is applicable law and United Kingdom Accounting Slandards, including
Financial Reporting Standard 102 Th8 Financi31 Reporting Standard appliGable in Iho UK and Republic of Ir8land
(United Kingdom G6n8rallyAccepled Accounting PradiGe).
In our opinion, the financial slatements..
give a true and fair view of the slate of the charitable company's affairs as at 31 March 2024 and of ils
incoming resources and application of resources. for the year then ended.,
have been properly prepared in accordance with Uniled Kingdom Generally Accepted Accounting PractiGe',
and
have been prepared in accordance with the requirements of the Companies Act 2006.
Basis for oplnion
We conducted our audit in accordance with International Standards on Auditing (UK> IISAS (UK)) and applicable
law. Our responsibilities under those slandards are further described in the Audilofs responsibililies lor lh8 audif of
the financial statements 5eclion of Ouf report. We are independent of the charily in accordance with Ihe ethical
requirements that are relevant to our audit of Ihe financial slalemenls in the UK. including the FRC'S Ethical
Standard, and we have fulfilled our olher ethical responsibilities in accordance with these requiremenls. We believe
that the audit evidence we hav8 oblained is sufficient and appropriate lo provide a basis for our opinion.
Concluslons relatlng to going concern
In auditing the financial slalements, we have concluded that the Iruslees, use of the going concern basss of
accounting in the preparation of the financial slalements is appropriate.
Based on the work we have performed. we have not identified any material uncertainties ￿lating lo events or
conditions Ihal, individually or collectively, may Gasl significant doubl on the chaiily's ability lo ¢onlinue as a going
concern for a period of al least ￿e1ve monlhs from when the financial statements are aulhorised for issue,
Our responsibilities and Ihe responsibililies of the Ifuslees with resp8cI to going concern are described in the
r818vanl sections of this report.
Other informatlon
The olher information comprises the informalion included in the annual report olher than the linancial stalements
and our audilorfs report Ihereon. The trustees are responsible for the other information conlained within the annual
report. Our opinion on the financial statements does not cover the other information and we do not express any form
of assurance conclusion Ihereon. Our responsibility is to read Ihe other information and, in doing so, consider
whether Ihe olher information is materially inconsislent with the financial slalements or our knowledge obtained in
Ihe Gour5e of the audit, or olherwise appears to be materially misstated. If we identify such malerial inconsistencies
or apparent matorial mis5talemenls, we are required lo determine whether this gives rise to a malerial misslalemenl
in the financial slalemenls themselves. If, based on Ihe work we have performed, we Gondude that there is a
maleiial misstalemenl of this other information. we are required lo report that fact.
We have nothing lo report in this regard.
Matters on which wo are requirèd to report by ex¢eptlon
We have nothing lo report in respecl of the following matlers in relation to which the Charilies (Accounls and
Reports) Regulations 2008 require us to report lo you if, in our opinion..
the information given in the financial slat8ments is inconsislent in any material respect with the Iruslees.
report., of
sufficient aGcounling records have not been kept- or
the financial slalemenls are not in agreemenl wilh the accounting records., or
we have not received all the information and explanations we require for our audit.
10-

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT ICONTINUED)
TO THE TRUSTEES OF HALE HEALTH ACTION LOCAL ENGAGEMENT
Responsibillttes of trustees
As explained more fully in the slalement of truslees, responsibilities, the trustees. who are also the directors of the
charity for the purpose of company law. are responsible for Ihe preparation of the financial stalemenls and lor being
satisfied that they give a true and fair view, and for such internal control as the Iruslees determine is necessary lo
enablé the preparalion of financial slalemenls that are Iree from material mi5slalemenl. whether due to fraud or
error. In preparing the financial stalemenls, the Iruslees are responsible for assessing the charity's ability lo
continue as a going concern, disclosing. as applicable, matters related lo going concèrn and using Ihe going
concern basis of accounting unless the trustees either intend to liquidate the charilable company or lo cease
operations, or have no realisliG allernalive but lo do so.
Auditovs responsSbllitios for the audil of the financial statements
We have been appointed as auditor under section 144 of the Charities Act 2011 and report in accordance with the
Act and relevant regulalions made or having effect thereundèr.
Our objectives are lo obtain reasonable assurance about whether the financlal statements as a whole ar6 free ffom
malerial misslatem8nt, whether due lo fraud or error. and lo issue an audilorts report thal includés our opinion.
Reasonable assurance is a high level of assurance bul is not a guarantee Ihal an audit conducted in accordance
with ISAS (UK) will always delecl a material misslalemenl when it exists. Misslalemenls can arise from fraud or
error and are Gonsidered material if. individually or in the aggregate, they could reasonably be expeGled lo influence
the economic décisions of users taken on the basis of Ihese financial statements.
The extent lo which our procedur8s are capable of detecting irregularities. including fraud. is detailed below.
A further d8scriplion of our responsibilities is available on the Financial Reporting Council's websile at.. hllps'.11
www.frc.org.ukJaudilorsresponsibilities. This description form$ part of our audilo¢s report.
11

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT (CONTINUED)
TO THE TRUSTEES OF HALE HEALTH ACTION LOCAL ENGAGEMENT
Other matters
Our approach to identifying and a55essing the risks of material misstatemenl in respect of irregularilies. including
ffaud and non-compliance with laws and regulations. was as follows=
The engagement partner ensured Ihat the engagement team collectively had the appropriate competence.
capabilities and skills to identify or recognise nonThGompliance with applicable laws and regulations-
We idenlified the laws and regulations applicable to the company through discussions wilh directors and
other management, and from our commercial knowledge and experience of the industry sector,.
We focused on sp8cific laws and regulations which we considered may have a direct material effecl on the
financial slalemenls or the operations of Ihe company. including the Companies Act 2006, laxalion
le9lslation and data protection, anli-bribery, employment. environmenlal and health and safety legislation.,
We assessed the extent of compliance wilh the laws and regulations identified above through making
enquiries of management and inspecting legal correspondence., and
Ensured laws and regulations were communicated within the audit leam regularly and the team remained
alert lo in$lanc8s of non-compliance Ihroughoul the audit.
We assessed the susceptibilily of the company's financial slalements lo material misslalement. including obtaining
an understanding of how fraud might occur, by..
Making enquiries of management as to where they considered there was a suscepiibilily to fraud. their
knowledge of actual. suspected and alleged fraud;
Considering the internal controls in place to miligate risks of fraud and non-compliance with laws and
regulations.. and
Understanding the design of the company's remuneralion policies.
To address the rlsk of fraud through managemenl bias and override of controls, we:
Performed analytical procedures lo idenlify any unusual 01 unexpected relationships:
Tested journal entries to identify unusual transactions
Assessed whether judgements and assumptions made in determining the accounting eslimal8s sel out in
note 2 were indiGaliv8 of polential bias., and
Investigated the rationale behind significant or unusual Iransaclions.
In response lo the risks of iTregularilies and non-compliance with laws and regulations. we designed procedufe5
which included, bul were not limited lo..
Agreeing linancial statement disc105ures to underfying supporting docum8ntalion-
Reading the minutes of meetings of those ¢harged wilh governance-
Enquiring of management as to actual and potential litigalion and Glaims.. and
Reviewing correspondence with HMRC. relevant regulators and the company's legal advisors.
There are inherenl limitations in our audit procedures described above. The more removed that laws and
regu131ions are from the financial transactions. the less likety it is that we would become aware of non-compliance.
Auditing standards also limit the audit procedures required lo identify non-compliance with laws and regulations lo
enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.
Ma18rial misstaternenls Ihal arise due to fraud can be haider lo delecl than those that arise from errof as they may
involve dellberale concealment or collusion.
12-

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT (CONTINUED)
TO THE TRUSTEES OF HALE HEALTH ACTION LOCAL ENGAGEMENT
Use of our report
This report is made solely to the company's members, as a body, in accordance with section 391 of the Companies
Acl 2014. Our audit Work ha5 been undertaken so that we might 51ale to the company's members those mallers we
are required to slate lo them in an auditorfs report and for no other purpose. To Ihe fulle51 exlenl permitted by law,
we do not accept or assume responsibility lo anyone other than thè company and Ihe company's members as a
body, for our audit work, for this report. or for the opinions we have formed.
Victorla Atkln80n FCA (Senlor Statutory Auditor)
for and on behalf of BK Plus Audit Llmited
11 PéÉL*nlJu 202
Chartered Certifled Accountsnts
Statutory Auditor
52 Sl Johns Lane
Halifax
West Yorkshir8
England
HX12BW
BK Plus Audit Limited is eligibl8 for appointment as audilor of the charity by virtu6 of its eligibility for appointment as
auditor of a ￿MpanY under seclion 1212 of the CompaniesAGI 2006.
13-

HALE HEALTH ACTION LOCAL ENGAGEMENT
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2024
Unrestricted Restricted
funds
funds
2024
2024
Total Unrestricted Restricted
funds
funds
2023
2023
Total
2024
2023
Notss
Income from:
Donations and legacles
haritable activities
Charitable activities
162.362
107.871
270.233
121.309
175.795
297,104
1,303.954
43.933 1.347.887
1,102.965
1,102,965
Investments
4,650
4,650
2.007
2,007
Total Income
1,470.966
151.804 1.622,770
1.226,281
175,795 1,402,076
Expendlture on:
Charilabl
activities
Charitable activities
1,450.344
105.043 1,555,387
1,042.808
199,754 1,242,562
Total expenditure
1,450,344
105,043 1,555.387
1.042,808
199,754 1,242,562
Net Income
20.622
46,761
67,383
183,473
123,9591
159,514
Transfers between
funds
13.130
(13.130)
4,399
(4,399)
Net movemènt in
funds
33.752
33,631
67.383
187,872
(28,3581
159,514
Reconclllation of funds:
Fund balances al 1 April 2023
465,248
51.469
516.717
277,376
79.827
357,203
Fund balance3 at 31 March
2024
499,000
85,100
584.100
465,248
51,469
516,717
The slalemenl of financial aclivi118s includes all gains and losse5 recognised in the year. All income and expenditure
derive from continuing a¢livilie5.
14-

HALE HEALTH ACTION LOCAL ENGAGEMENT
BALANCE SHEET
AS AT 31 MARCH 2024
2024
2023
Notes
Fixed assots
Tangible assets
12
11,993
Current assets
Debtors
Cash at bank and in hand
13
51.756
583.691
38,785
486,863
635,447
525.648
Credilors: amounts falling due wlthln
one year
14
(51,3471
120.9241
Ngt current assets
584.100
504,724
Total a880ts le83 current Ilablllties
584.100
516,717
Ngt assets excludlng pen8lon Ilability
584,100
516,717
The funds of the charlty
Restricted income funds
Unre51ricted funds
16
85,100
499,000
51,469
465,248
584,100
516,717
The Company is entitled lo the exemption from the audil requirement contained in seclion 477 of the Companles Act
2006, for the year 8nded 31 March 2024, although an audit has been carried out under section 144 of the Gharilies
Act 2011.
The dlreclors acknowledge their responsibili118s for complying with the requirements of the Companies Act 2006
with respect to accounting records and Ihe preparation of financial statements.
The members have not required the company to obtain an audit of its financial statemenls under the requirements
of the Companies Acl 2006, for the year in question in accordance with section 476.
These financial slalemenls have been prepared in accordance with the provisions applicable lo companies subjecl
lo the small companie5 regime.
The financlal slatemenls were approved by the Iruslees on
1711212024
G H Haslam
Trustee
Company registration number 06443243 (England and Wales)
15

HALE HEALTH ACTION LOCAL ENGAGEMENT
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 MARCH 2024
2024
2023
Notes
Cash flows from operating activities
Cash generated from operations
21
92,178
125,139
Invèstlng activltles
Purchase of tangible fixed assets
Investment income received
18,7341
2,007
4.650
Nel cash generated froml(used in)
Inve3tlng actlvitios
4,650
16,727)
Net cash used In financlrbg actlvities
Net InGrgase in cash and cash equivalents
96.828
118.412
Cash and cash equivalents al beginning of year
486.863
368,451
Cash and Ga$h equlvalents at end of year
583,691
486,863
16-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Accounting policies
Charlty informatlon
Hale Health Action Local Engagement is a private company limited by guafantee incorporated in England and
Wales. The registered office is 1 Weslgate, Shipley, West Yorkshire, 8018 3QX.
1.1 Accounting ¢onvention
The financial slalements have been prepared in accordance with the charity's Igoverning documenll, the
Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in Ihe UK and Republic of
Ireland" {"FRS 102") and Ihe Charilies SORP "Accounting and Reporling by Charities: Slatemenl of
Recommended Praclice applicable to charities preparing their accounts in accordance with the Financial
Rèporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019). The
charily is a Public Benefit Enlily as defined by FRS 102.
The financial slalemenls are prepared in sterling, which is the funclional currency of the charity. Monetary
amounts in Ihese financial slalements are rounded lo the neafesl £.
The financial statements have been prepared under the historical c051 convention, Imodified lo include the
revaluation of freehold properties and lo include inveslmenl properties and c*rtain financial instrumenls al fair
valuel. The principal accounting policies adopled are set out below.
1.2 Going concem
At the lime of approving the financial slalemenls, the liuslees have a reasonable 8xpeclalion that the charity
has adequate resources to continue in operational existence for the foreseeable future. Thus the Iruslees
continue lo adopt the going concern basis of accounling in preparing the financial slalemenls.
1.3 Charitable funds
Unreslficled funds are available for use al the discfetion of Ihe Ifuslees in furtherance of their charitable
objectives.
Reslricled funds are Subject lo specific condilions by donors or grantors as to how they may be used. The
purposes and uses of Ihe reslricled funds are sel out In Ihe noles to the financial stalemenls.
1.4 Income
Income 15 recognised when the charity is legally enlilled lo it after any performance conditions have been met,
the amounts can be measured reliably. and il is probable that income will be received.
Cash donations are recognised on reGeipt. Other donations are recogni5ed once Ihe charity has been nolilled
of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in
relation to donations received under Gift Aid or deeds of Covenant is reGognised al the lime of the donation.
Legacies are recognised on receipt or olherwise if the charity has been nolified of an impending distribution,
the amount is known, and receipt is expecled. If the amount is not known, the legacy 16 Irealed as a
conlingent as5el.
17-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Accounting policles
Icontlnuedl
1.5 Expondituro
Expenditure is recognised once there is a legal or construdive obligation to transfer economic benefit lo
third party, il is probable Ihat a transfer of economic benefits will bo required in settlement, and the amount of
the obligation can be measured reliably.
Expenditure is classified by activity. The costs of each activity are made up of the lolal of direct costs and
shared costs. including support costs involved in undertaking each activity, Direct costs allributable lo a single
activity are allocaled directly lo that activity. Shared costs which conlribule lo more than one activity and
5UPPOrt costs which are not atlribulable lo a single activity are apportioned between those activities on a basis
consistent with the use of Tesources. Central staff cosls are allocated on the basis of lime spent, and
depreciation charges are allocaled on thè portion of the asset's us8.
1.6 Tangible flxed assets
Tangibl8 fixed assets are initially measured at cost and subsequently measured al cost or valuation, net of
depreciation and any impaifment losses.
Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their
uselul lives on th8 following bases..
Fixtures and fillings
Motor vehicles
Straight line over 3 years
Straight line over 4 years
The gain or loss arising on the disposal of an asset is determined as Ihe dIffe￿nCe between th8 sa18 proceeds
and the carrying value of the asset. and is recognised in the stalement of financial aGlivilies,
Tangible fixed assets costing more than £500 are ¢apitalised.
Gift8d assets are shown al the value to the charity on re¢eipt.
1.7 Impairment of flxed assets
Al each reporting end date, Ihe charity reviews the carrying amounts of its tangible assets lo determine
whelhor there is any indicalion that Ih05e assets have suffered an impaifmenl 105s. If any SL¢ch indication
exists, the recoverable amount of the asset 15 e51imated in order lo delermine tho extent of Ihe impairment
loss (if any).
1.8 Cash and cash equlvalènts
Cash and cash equivalents include cash in hand. deposits held al call with banks, olhef short-lerm liquld
investments with oiiginal maturilies of three monlhs or less. and bank overdfafis. Bank overdrafts are shown
within borrowings in current liabilities.
1.9 Financial instruments
The charity has elected lo apply the provisions of Section 11 'Ba5ic Financial Instruments, and Section 12
'Olher Financial Instruments Issues, of FRS 102 to all of its financial inslrumenls.
Financial instrumen15 are reGognised in the charit￿5 balanGe sheel when the charity becomes party lo Ihe
conlraclual provisions of the instrument.
Financial a55els and liabililies arè offset, with the net amounls presented in Ihe financial statements, when
there is a legally enforceable right lo set off the recognised amounls and there is an intention lo sell18 on a net
basis or lo realise the asset and settle the liability simultaneously.
18-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Accountlng pollcSe8
Icontinupdl
Basi¢ flnancial assets
Basic financial asse15, which include debtors and cash and bank balances, are initially measured al
Iransaclion price including transaction costs and are subsequently carried at amortised cost Using the effective
inleresl method unless the arrangement constitutes a financing Iransaclion, where the transaction is
measured al the present value of the future receipts discounte(l at a market fate of interest. Financial assèl$
classified as receivable within one year are not amorti58d.
Basi¢ flnancial Ilabilitles
8asic financial liabilities, including creditors and bank loans are inilially recognised al transaction price unless
the arrangemenl conslitules a financing Iransaclion, where the debt inslrumenl is measured at the present
value of the future payments discounted al a market rale of interest. Financial liabilities classified as payable
within one year are not amorlised.
Debt inslruments 8fe subsequently carried al amortised cost, using the effective interest rale method.
Trade creditors are obligations lo pay for 9oods or services that have been acquired in the ordlnary course of
operations from suppliers. Amounls payable are classified as current liabililies if payment is due within one
year or less. If not, they are presenled as non-currenl liabili118s. Trade credilors are recognised inilially al
transaction price and subsequently measured al amortised cost using the effective inlerest method,
Derncognitlon of finan¢lal Ilablllties
Financial liabilitiès afe derecognised when the charity's conlractual obligations expire or are dlscharged or
cancelled.
1.10 Employee benefits
The cost of any unused holiday enlillemenl is recognised in the period in which the employeè's servlces are
recelvèd,
Termlnation benefits are recognised imm8dialely as an expense when the charity is demonstrably commilled
lo terminate the employmènl of an employee or lo provide termination benelils.
1.11 RetSrement benefits
Payments to defined contribution retirement b8n8fil s¢h8mes a￿ Charged as an expense as they lall due,
Critical accountlng gstlmatss and judgèments
In the application of the charily's accounling polici8s, the trustees are required lo make judgements. estimates
and assumptions about the carrying amount of assets and liabilities Ihal a￿ not readily apparent from olher
Soufces. The eslimales and associated assumptions are based on historical experience and other factors that
are considered to be relevant. Actual resulls may differ from Ihese e51imales.
The eslimale5 and underlying assumptions are reviewed on an ongoing basis. Revisions lo accounting
estimates are recognised in the period in which the eslimale is revised where the revision affects only that
pefiod, or in the period of the revision and future periods where the revision affects both curient and future
periods.
19-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 31 MARCH 2024
Inctymo fmm d*natlon4 In¢1 1•9•¢1•4
Unr•5tr1ct•d R•&irlci•d
fundg
ftsnds
2024
2024
Toi•l Vnr•ilrlGl•d fl•Blrlctod
funds
2023
Totll
2024
202J
2023
D¢nollon$ Bnd qift$
Users conlrlbulions lo aclNNh•
GrBnts
4.498
1.832
158.232
4,498
1,632
264.103
T.255
2.211
111.843
1.524
8.779
107.171
174,271
288,114
162.36Z
107.871
270,233
121,309
175.795
297,104
Gr•nt8 r8rolvabl• lor eorq KlSvlll
Porlsh Gouncll
Biaitlord VCSAlllan¢¢
Cily ol Biadlord Malropolhlft Ol•trki Councl
ommunhy Acih)n Bradlord and Dlslrf
Communily P8rtner¥hlp North
D•p8rtmenl ofwork #nd P8n51on5
Groundwoik
Jamès ProleGt
Nallon41 Lottery Comun4y Fund
NHS Wesl Yorkshire IC8
PrDjecl 6- MAST
VCS Alll&n
0lh•r
10,000
10,000
ID8,754
1.000
108.7S4
1.000
2.737
2,737
3,498
13,D90
13,090
2.089
I8.C￿4
28,OD4
5,820
2e.003
28.QOJ
5.620
$3.832
53,632
72,987
72.967
141,377
89.548
89.548
141.377
158.232
10T.871
264,103
111.B43
174,271
286.114

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 31 MARCH 2024
Income Irorn ¢hafltllbl• •¢tlvltl••
UnMtrlct•d Il•*trlcf•d
lund¥
lundi
2024
2024
Total Unt￿lI1¢t*d R•¥tilttt•d
fvnd¥
fundB
2023
Total
2024
202)
202J
¢hirlt•bl• ACtl¥lti•¥
Conlracl¥ and ¥ervlc• le¥el ryiaements
S•rvk•* In¢orn•
I.￿.¥27
627
43.933 1,317.280
627
1.102.985
1,102.96S
1.303.9Y
43.933 1.J47,887
1.102.965
1,102,9e6
Affinhy Ca
Binylay Bubbh PCN
Bowllng
Bradlord Chy 6 PCN Limiwd
r4df¢rd Chy Prlrnary Cora Ne￿)1*
eridfwd North Wgsl¢in PC
¢ellarTru$i
Clly He4llh Federal￿n
Communlly Actlon Bi8dlord and Dtslfj
Communlly P•rtner6hlps Norfh
KekJht•y H••tthy Li¥mg
Lou1•
Mlstsllaneoui
Moorslde Suig¢ry
NEWCA
NHS Bradford DIsli￿ and Criv•n C¢G
NHS Founaalion Trusl Ch•il4bb Fund
R•lhinklng Paln ARR.
Slèp 2
117.215
18.8Tr)
18,396
19,604
11.016
57.653
39.422
20.498
208,136
86,955
34.887
147.21S
18.800
18.398
19,804
17,016
57.653
39.422
20.498
ZO8.136
86.9S5
34.887
83,313
83,313
40.933
17.98tl
40,933
17,984
171.136
40,Q63
44.325
58.01)D
171.136
40.083
44.325
58,000
102
13.602
6.275
576.748
102
13.802
14.375
6?4.679
8,1
35.833
497.161
40,c¥Jo
73.602
3e.446
497,161
40.OQQ
73,602
36.448
36.447
36.447
1.303.9S4
43.933 1,347.887
1.102.965
1,102,965
21

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Income from investments
Unrestricted Unrestricted
funds
funds
2024
2023
Interest receivable
4,650
2,007
Expendlture on charltablg actlvltles
Charitable
activitles
2024
Charltablo
activities
2023
Diroct COgt9
Slaff costs
Depreciation and impaiTm8nl
Operational and central costs
Project and delivery costs
Advertising and publicity
1,083,450
11,993
53,859
386,594
1,313
894.608
11,986
60,673
263,250
680
1,537,209
1,231,197
Share of support and govèrnance costs (see note 71
Governance
18,178
11,365
1,555,387
1,242,562
Analysis by fund
Unrestricted funds
Reslricled funds
1,450,344
105,043
1,042,808
199,754
1,555,387
1,242,562
Support costs allocatsd to aGtivitles
CharitablB
actlvlties
2024
Total
2023
Governance
18,178
11,365
-22-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Support Gosts allo¢atsd to activities
(Continued)
2024
2023
Governance costs comprlso:
Audit fees
Legal and professional
8.190
9,988
7,800
3,565
18,178
11,365
Net movement in funds
2024
2023
The net movement in funds is slated after chargingl(crediling)'.
Fees payable for the audit of lh8 chanly's financial stalements
Depreciation of owned tangible fixed assets
16.380
11.993
15,600
11,986
Tru8toe*
None of the Iiuslees {or any persons connected with them) received any remuneralion or beneflts from the
charily during the year.
During the year the Charity has Incurred expenditure on obtaining Irustees indemnity insurance. the cosls in
the year was £542 (2023.. £468).
10 Employees
The average monthly number of employees during the year was..
2024
Numbor
2023
Number
49
44
Employmgnt costs
2024
2023
Wagés and salaries
Social securily costs
Other pension Gosls
972,477
87.424
43.549
803,770
54,410
36.428
1,083,450
894,608
The average number of employees for Ihe year is 49 and the full time equivalent is 35.65
There were no employees whose annual remuneration was more Ihan £60,000.
-23-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
10 Employees
¢Continued)
Remuneratlon of key management personnel
The remuneration of key management personnel was as follows..
2024
2023
Aggregate compensation
118,009
124,444
11 Taxation
The charity is exempt from laxation on its a¢tivities becau58 all it5 income is applied for charilable purposes.
12 Tangible flxod assets
Flxturg$ and
Ilttlng$
Motor
v•hScl8$
Total
Cost
Al 1 April 2023
Disposals
44,802
3,000
(3,000)
47,802
(3,0001
Al 31 March 2024
44,802
44,802
Depreciatton and Smpalrmont
Al 1 April 2023
Depreciation charged in Ihe year
Eliminated in respect of disposals
32,809
11.993
3.000
35,809
11,993
(3,000)
(3,000)
At 31 March 2024
44,802
44,802
Carrying amount
Al 31 March 2023
11,993
11,993
During Ihe year the charily gifted its molor vehicle lo another charitable organisalion, Ihis wa5 approval by the
trustees as al 3rd May 2023, This vehicle wa5 fully depreciated on the balancè sheet and had £Nil value.
13 Deblors
2024
2023
Amounts falling due wilhln ong year:
Trade debtors
Prepaymenls and accrued income
47,350
4.406
14,888
23.897
51.756
38.785
-24-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
14 Creditors.. amounts falling due withln one year
2024
2023
Accruals and deferred income
51,347
20,924
15 Retlrement boneflt schemes
2024
2023
Deflnod Contrlbution schemes
Charge to profit or1055 in respect of defined contribution schemes
43.549
36,428
The charity operates a defined contribulion pension scheme for all qualifying employees. The assets of the
scheme are held separately from Ihose of the charity in an independently administered fund.
-25-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEOI
FOR fHE YEAR ENDED 31 MARCH 2024
11 R•itrtct•d lund
The restrklod funds ol the cbBrrfy ¢ornpr$8• Ihe un•xpendel balirtsi of donthni and grwlo hvk1 on INst sub￿￿ 10 sp•¢Th Mndl¥)n5 by donws aB lo h¢w they rnay
b• umd.
IrKomlny
réJourc•J
Trinil•r• Af Jf Mir¢h
2024
2023
•xp•nd•d
80
Acll¥lly Fuad
Balld¢n Bud¢J*S
Balldon Comrywnmles Tog•th¢r
aal￿On Youlh
ChSldr•n find YP S•r¥kè IWISHHI
MST
N•lional Ldl•ry Comti¥Jnl¢y Fund. Togelhvr
NHS Enoogérn•ni Pr4•¢t
Sell C41è charnplort
Socl@l Groups 2019
VCS Support Wellbekng
W•rm Hornp¥ 2021- 2024
1.SS5
11,5551
3.$50
1250)
3,300
19,B32
4,B46
19.832
72.968
168,9271
14,3391
4.41e
14.859
J.118
6,3d3
1.335
S,446
1791
14,659
21.13S
6.191
31.000
112,983
11,3351
21.004
118.3921
15,058
Sl.469
151.BQ4
1105.0431
113,1301
85.100

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
16 R•¥lrl¢t•d lund
l¢ontlTru•dl
Pr•¥loU• y•4r'.
Incomln9 R•$ourc•¥
r•¥ouffj•s
•xp•Dd•d
Trinif•rn At J1 M4r¢h
2023
2022
eo
1.555
10.161
3.550
AGI￿llY Fund
8alldon Buddies
8aildon commun￿1•￿TOg•ITh
Baildon Youlh
8relms Trust
Communlly Gornes IY¢rkshke SpoEII
Klikslart 2021
MAST
N8llonBI LoM•ry Cornmunlly Fund. 8•ffknndir4
Nalbnol Loitery Communlly Fund. Co¥bJ
NHS Ena8llemanl Pfol•¢t
NHS H•ort FoundoiKn
NHS Soc181 P105crlb5ng
Sell Care Charnpion
Soclal GFOUPS 2010
So¥Brel9n Heallhcaro
VCS Alli?nce-HPOC
VCS Support ￿lIbeIng
Waim Homes 2019- 2021
m Hom•1 2021 . 2024
780
1,831
10.223
2.129
854
231
1,897
12,0001
491
425
29.996
130
17001
12761
10.Q)1
1g.58Q
IBS41
11.0971
69.5AS
53.782
149.8551
4,418
14251
115.337
14.869
11301
624
6.343
265
294
22.4194
297
2.517
13.
110,5961
5,118
6,343
12651
12941
1,374
122.G331
1.335
12971
28,003
125,0741
5,446
79.827
175.795
1199.7541
14,3P91
51,469
-27-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI
FOR THE YEAR ENDED 31 MARCH 2024
16 R••trlctod iunds
Icontlnuqdl
A¢tlvlty fund- For deslgfi ènd prlnl oIAdlwrty LullDt$ ond p051cardl.
Illdan Buddl•s. Projecl lo deal w)Ih tsolallon and soclol •$p8ct$.
Balldon CommunlU•* Tog•th•r- Towwds lh• CoN•nunhl•s Togelher pwoiact.
èalldon Youth- Youth ￿rk(und*4 by B•lldon Trr•m Council.
MAST- S¥dAI Pfetcrlblng Inlo lh• fvtsST IlthJMiAg¢rKy SupFKIrt Tfr•nl to iuppon 1ndtr•hj￿1* w•sentiig 41 ED al Ak•dol8 and BRI.
Nlllpnil Lolt•ry communlty Fund.. 8•lrl•ndlny .Towards cosls of th• balrfondh)g prole¢t.
NHS Engag•ffl•nt prol•¢l - lrnprovkng conv•rnal*nswim ab￿￿ S6Nk•
8911 C4r• Ch•mplon. I￿1h1n GP lo prarTh￿$ corn Vrithln •xlillng Aentl￿5.
So¢l•l grovp¥- Fundlng from • vgdety c4 loui￿8 lowafds lh• ￿51& of 5rK*I groups.
V¢S Support W•llb•lng - Lo¢al Aulhority Rtslart and Supptyt Granl To support Ilw virtuaVid¢thoft8 d¢wlép lupport wh1181 fe48iablishlng
eommunhy blsed soclal ¥uppcrt and wellbelng aclivlhs
Warm Hom95 201D to 2021 . TowaFd¥ he4llhy eatln9 and acliva ¢llYi•ns •dfvrti•s.
Warm Hom•1 2021 to 2021. Varlw¥ ¢yif¢8¢h proJ•d¥ knvofving Chib*•n'8 c￿tr•i. Sup•￿￿K¢1. Day Car• C•ntr•8
-ZB-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
17 Unrestricted funds
The unreslricled lunds of the charily comprise the unexpended balances of donations and grants which are
not subject to specilic conditions by donors and grantors as to how they may be used. These include
designated funds which have been sel aside oul of unrestricted funds by the trustees for Specific purposes.
Transfers At 31 March
2024
At 1 April
2023
Incoming
rosources
Rosources
oxpendad
General fund
Designated funds
306.586
158,662
1.470,966
(1,450.344)
(8,699)
21,829
318,509
180,491
465,248
1.470.966
(1,450,344)
13,130
499,000
Prevlous yèar:
At 1 April
2022
Incoming
rosources
Resources
expended
Transfer6 At 31 March
2023
General fund
Deslgnaled funds
118,714
158,662
1,226.281
(1,042,808)
4,399
306,588
158,662
277,378
1,226.281
(1,042,808)
4.399
465,248
18 Analy818 of net assets bètween funds
Unrestrlcted
funds
2024
Restrlcted
funds
2024
Total
2024
At 31 March 2024:
Currenl asselsllliabilities)
499,000
85,100
584,100
499.000
85,100
584,100
Unrestrlcted
funds
2023
Restricted
funds
2023
Total
2023
At 31 March 2023:
Tangible assets
Current assètsl{liabililies)
11.993
453,255
11,993
504.724
51,469
465,248
51,469
516,717
29-

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED>
FOR THE YEAR ENDED 31 MARCH 2024
19 Operating lease commilmenls
Lessee
2024
2023
Within one year
Between two and five years
14,733
17.226
14,218
28,481
31,959
42,699
20 Relatod party tran$actlon8
There were no disclosable related party IransaGlions during the year (2023 - none).
21 Cash generatod from opgratlons
2024
2023
Surplus for the year
67,383
159,514
Adjustmen15 for..
Investment income recognised in stalemenl of financial activities
Deprecialion and impairment of tangible fixed assets
(4,650)
11.993
(2,007)
11.986
Movements in working capital..
(Increase) in debtors
Increa5el{decrease) in creditors
(Decrease) in deferred income
<12,971)
30,423
123,933)
(13,551)
(6.870)
Cash generated from operatlons
92,178
125,139
22 Analysls of changes in net funds
The Charity had no material debt during Ihè year.
-30-