Charity No: 1174779
Tho H•l$all Foundation
Accounts for the year ended
31 August 2023

The Halsall Foundation
Contents
Charity Detsils
Annual Report
Independent Examinef s Report
Receipts and Payments Accourrt
Statement of Assets and Liabililies
Notes to the Receipts and Payments Account

The Halsall Foundatlon
Charity D•lails
Trustees:
Philip Arthur John Carside
John Robert Dean
David Alan Halsall
Dr Richard William Reed
Indopondont Examlner:
Anthony Cooney FCA
Ashworth Treasu￿ Limited
17-19 Park Street
Lylham
Lancashire
FY8 SLU
Bankers:
Arbuthnot Latham & Co Limrted
London

The Hal¥all Foundatlon
Annual report
For th• yoar end•d 31 August 2023
The trustees praent their report and accounts for the year ende(131 August 2023. whKh have been
prepared on a receipts and payments basis. The financial statements have prepared In
accordance with the chty's constitution arKI appllcable law.
Strueturo, g¢vernanc• and manag•m•nt
The Goveming Document of The Hal8all Foundation is Thtr Trust Deed datpd 17 March 2017. The
charity obtained charitablè statu$ on 21 September 2017.
Ttainlng and instruction are pro¥id&J for new trustees by means of meetings with the current tJuste
and documentallon In rO￿tiOn lo the reswnslbllttie8 and prc¢edures.
The Trustees are shown on pap 1.
ObJ•cilv••, actfvlll89, a¢hi8Vomonts, perlornianc• and publ1¢ benefit
The obl￿ts are, lor the wbllc benefit, to support any exclu8ivety charit8bb purpose Kcording to I
law of England and Wales as thè Trustees shall in their absolute dis¢retlon determine from lime to time
and withoul prejudlce to the generality of the forgoing particularly in the areas of Mer5ey5ide.
ma￿hester. Lancashire and Cumbria.
The xuvltles olthe ch8rity have been to Issue £88,000 worth ofgrants to deseNing regl8lered chariti8S
in Lancashire.
In planning our a¢tlvltf8$ for the year, we have taken into account the Charty Commission's guidance
on public b8nefft at our trustee meellngs.
Fln*nci*l r•vi•w
Net receipts for the year were £9,572 (2022". def1¢￿ of £93,272> as shown in the rnceipts and
payments account on page 4.
In view of the level of income. the charity has prepared these accourrts on the receipts and payments
basls, summarising all money re¢elved or paid by the chartty during the year. A statsment giving
detslls of the a85ets and liatxlibes at the end ol the year is provided on page 5.
Reserves pollcy
The in¢can8 reservè is to be distributed In accordance with the objects set out in the goveming
documenL Any unspent income is carried loThvard for distribution In future period3. At 31 August
2023 there was unSp￿t income of£20,119 Garried forward.
This report wa8 approved by
behaff by
Committeeon laFk 3 y 2025 andsigned ontheir
D H•l8aM- Tru8t

The Ha18all Foundatlon
Independent Examlnerfs Report to the Tru8t•Bs
I to the charriy trustees on my examination of the accounts of Ihe charity for the year ended
31 August 2023 which are set out on pages 4 to 6.
Rosponalbllltles and basis of r•port
As the charity's trustees you are ￿SponsIble for the preparation of the accounts in a￿ordance with the
requirements of the Charities Act 20111'the Act'l.
I report in respect of my examination of the charty's accounts carr￿1 out undér section 145 of the Act
and in carrying out ry examination I havo followed all the applKable directions given by thé Charity
Commission under section 145{51{b} of the Act.
Ind8pendefft Examlner'8 Statsment
I have completed my examination. I confinm that no material matters have come lo my attention in
connection with the examination giving me Cause to believe that in any material respect..
1. Accounting records were not kept in respect of th8 ¢h¥rity a5 required by sectKJn 130 of the Act:
or
2. The accounts did not accord with those record$.
I have no concems and havg come across no other matters in connection wllh the examination to which
attention should be drawn in this report in order lo enabie a proper understanding of the accounts to be
reached.
oonèy
Ashworth Treasure Limited
Lytham
Date .

The Holsall Foundatlon
Receipts and Payments Account
Forthe year ended 31 August 2023
Year ended
31 August
2023
Unrestrlct8d
Total
Yoar ended
31 August
2022
Uniostricted
Total
Note
Roc•ipts
Voluntary donations
Bank inter85t
99,453
35,000
10
Total rn¢•lpts
99,456
35,010
Payments
Dir•ct Charitable Exponditurg
Grants
IT and website costs
Profe$$ional fees
Bank charges
Sundry expenses
88,000
563
126,875
614
791
1,291
Total payménts
89,884
128,282
Net recoiptsl{deflcltl for th? year
9,572
193.272)
Fund balances brought forward
10.547
103,819
Cash and bank balances 31 Augu8t 2023
20,119
10,547

Th• Halsall Foundatlon
ststem•nt of A88•ts and Liabillti
AS at 31 August 2023
2023
Total
2022
Total
Ca8h funds
Cash at bank and in hand
20,119
10,$47
Total fund$ per receipts and
Payments a￿Ount
20,119
10,547
CurY•nt assets
Glft akl
33,613
8,750
Curr•nt Il•bllltl06
Professlonal fees payablé
1,728
D•¢l•ration
The receipts and payments accounl for the financial year erKled 31 August 2023 and the statement of
assets and liabilities at that date ar• approved by the Trustoes.
Forand on L*haif ol the Tru
e8:
D ￿18•￿ - Tru8ts0
Date 161A JGAuGr
2025

Tho Halsall Foundation
Notes to the recelpts and payments account
For the year endod 31 August 2023
1. Accountlng policles
These accounts have been prepared on the receipts and payments basis. Expendrture is
inclusive of VAT.
2. Trustees
No remuneration or other benefits were paid lo the charity's Iruslees or people connected wrth
them.
No expenses have been reimbursed lo trustees.
3. Grants
2023
2022
The Boathouse You
Aawaz
South Shore Hub
Rainbow Hub
Friends of Highland Park
Aiming Higher
Icann
The Magic Club
Fylde Rugby Club
40,000
15,000
13,176
15.000
6,199
10,000
8,500
15,000
19,000
30,000
14,000
15,000
14.000
88,000
126,875
4. Related party transactions
D Halsall, a trustee, donaled £99,453 to Ihe charity during the year12022.' £35,000),