HALSWAY MANOR SOCIETY LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 8 March 1966
Removed: Not supplied
Company number supplied: 00849615
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,379,491
Latest expenditure: £1,091,760
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Halsway Manor, Crowcombe, Taunton, Somerset, TA4 4BD

Website recorded by the regulator: www.halswaymanor.org.uk (displayed as text)

02 Activities

What the charity does

To promote and support the practice of the traditional folk arts, especially as practised in England. This includes traditional dance, music, song, folklore, storytelling, arts, and crafts. To conserve, maintain and develop the Halsway Manor as a hub for these activities.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 29 October 2025
Date Accounts Received: 29 October 2025
Total Gross Income: £1,379,491
Total Gross Expenditure: £1,091,760

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 19 December 2024
Date Accounts Received: 19 December 2024
Total Gross Income: £1,188,196
Total Gross Expenditure: £1,074,061

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 16 November 2023
Date Accounts Received: 16 November 2023
Total Gross Income: £1,178,950
Total Gross Expenditure: £914,199

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 16 November 2022
Date Accounts Received: 16 November 2022
Total Gross Income: £868,943
Total Gross Expenditure: £809,013

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 30 November 2021
Date Accounts Received: 30 November 2021
Total Gross Income: £563,972
Total Gross Expenditure: £524,973

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 29 October 2025
Total Gross Income: £1,379,491
Total Gross Expenditure: £1,091,760
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 19 December 2024
Total Gross Income: £1,188,196
Total Gross Expenditure: £1,074,061
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 16 November 2023
Total Gross Income: £1,178,950
Total Gross Expenditure: £914,199
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 16 November 2022
Total Gross Income: £868,943
Total Gross Expenditure: £809,013
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £8
Income From Government Grants: £60,255
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 30 November 2021
Total Gross Income: £563,972
Total Gross Expenditure: £524,973
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £245,357
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 29 October 2025
Income Donations And Legacies: 83236
Income Other Trading Activities: 62149
Income Charitable Activities: 1194282
Income Investments: 27921
Income Other: 11903
Income Total Income And Endowments: 1379491
Income Legacies: 76000
Income Endowments: 0
Expenditure Raising Funds: £28,014
Expenditure Charitable Expenditure: £1,063,746
Expenditure Other: 0
Expenditure Total: 1091760
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8484
Expenditure Support Costs: 418267
Expenditure Depreciation: 12079
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £300,000
Assets Total Fixed: 1409781
Assets Own Use: 1409781
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,179,772
Assets Total Liabilities: £305,389
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,284,164
Creditors One Year Total Current: 305389
Creditors Falling Due After One Year: 0
Assets Cash: £1,088,397
Funds Endowment: 1000
Funds Unrestricted: 2268183
Funds Restricted: 14981
Funds Total: 2284164
Count Employees: 24
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 19 December 2024
Income Donations And Legacies: 27938
Income Other Trading Activities: 57876
Income Charitable Activities: 1084441
Income Investments: 17886
Income Other: 55
Income Total Income And Endowments: 1188196
Income Legacies: 11677
Income Endowments: 0
Expenditure Raising Funds: £26,857
Expenditure Charitable Expenditure: £1,047,204
Expenditure Other: 0
Expenditure Total: 1074061
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 6897
Expenditure Support Costs: 457097
Expenditure Depreciation: 1193
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £200,000
Assets Total Fixed: 1401432
Assets Own Use: 1401432
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £942,801
Assets Total Liabilities: £347,800
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,996,433
Creditors One Year Total Current: 347800
Creditors Falling Due After One Year: 0
Assets Cash: £927,440
Funds Endowment: 1000
Funds Unrestricted: 1979811
Funds Restricted: 15622
Funds Total: 1996433
Count Employees: 26
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 16 November 2023
Income Donations And Legacies: 106464
Income Other Trading Activities: 0
Income Charitable Activities: 1062765
Income Investments: 5850
Income Other: 3871
Income Total Income And Endowments: 1178950
Income Legacies: 93314
Income Endowments: 0
Expenditure Raising Funds: £25,814
Expenditure Charitable Expenditure: £888,385
Expenditure Other: 0
Expenditure Total: 914199
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8360
Expenditure Support Costs: 362706
Expenditure Depreciation: 1906
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £12,000
Assets Total Fixed: 1296103
Assets Own Use: 1296103
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £852,481
Assets Total Liabilities: £266,286
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,882,298
Creditors One Year Total Current: 266286
Creditors Falling Due After One Year: 0
Assets Cash: £836,695
Funds Endowment: 1000
Funds Unrestricted: 1864747
Funds Restricted: 16551
Funds Total: 1882298
Count Employees: 23
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 16 November 2022
Income Donations And Legacies: 94052
Income Other Trading Activities: 54841
Income Charitable Activities: 702956
Income Investments: 4115
Income Other: 12979
Income Total Income And Endowments: 868943
Income Legacies: 1668
Income Endowments: 0
Expenditure Raising Funds: £17,425
Expenditure Charitable Expenditure: £791,588
Expenditure Other: 0
Expenditure Total: 809013
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 6553
Expenditure Support Costs: 311702
Expenditure Depreciation: 1415
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £120,000
Assets Total Fixed: 1272707
Assets Own Use: 1272707
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £601,244
Assets Total Liabilities: £261,680
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,612,271
Creditors One Year Total Current: 261680
Creditors Falling Due After One Year: 0
Assets Cash: £568,166
Funds Endowment: 1000
Funds Unrestricted: 1594843
Funds Restricted: 16428
Funds Total: 1612271
Count Employees: 24
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 30 November 2021
Income Donations And Legacies: 495069
Income Other Trading Activities: 6184
Income Charitable Activities: 57583
Income Investments: 4138
Income Other: 14
Income Total Income And Endowments: 562988
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £524,973
Expenditure Other: 0
Expenditure Total: 524973
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 5422
Expenditure Support Costs: 286772
Expenditure Depreciation: 1415
Gain Loss Investment: 772
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £100,000
Assets Total Fixed: 1267649
Assets Own Use: 1267649
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £448,583
Assets Total Liabilities: £163,891
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,552,341
Creditors One Year Total Current: 163891
Creditors Falling Due After One Year: 0
Assets Cash: £417,160
Funds Endowment: 1000
Funds Unrestricted: 1523139
Funds Restricted: 28202
Funds Total: 1552341
Count Employees: 24
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

08 Official extract

Charity Event History

Charity Name: HALSWAY MANOR SOCIETY LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1966-03-08T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION AS AMENDED 30 JANUARY 1966, 6 OCTOBER 2002, 2 OCTOBER 2005, 1 OCTOBER 2006 AND 7 OCTOBER 2007.AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/10/2014AS REGISTERED AT COMPANIES HOUSE ON 31/07/2015 as amended on 19 Dec 2018 as amended on 31 Dec 2018 as amended on 13 Nov 2021
Charitable Objects: 4.1 The Society is established for the following objects: -4.1.1 to advance education and inform and promote participation in all aspects of the folk heritage, especially as found in England including; traditional folk music, dances, songs, stories, folklore, drama, choirs and orchestras, visual arts, crafts, traditional games and other related traditional and cultural activities. To preserve and encourage the practice of them in their traditional forms and to use and maintain Halsway Manor as a hub for these activities, and to provide residential board and accommodation and refreshment facilities in connection therewith.4.1.2 to promote historical research into 4.1.1 and make available to the public the results of such research4.1.3 to the extent that the income and property of the Halsway Manor Society Ltd cannot be used for the above objects they shall be used for the advancement of the education of the public (but so that nothing hereinafter contained shall be deemed to empower the Society to pursue any ancillary object which is not exclusively charitable).4.2 To further these objects the Society will: 4.2.1 promote and co-operate in demonstrations, festivals and other like performances of folk dances, songs, folk traditions, folklore, tales and drama whether held in England or not.4.2.2 prepare and publish, issue and make use of, for sale, performance or otherwise, such books, journals, records, reports, and other literature, and means and apparatus for the visual and mechanical reproduction of folk dances, songs, folk traditions, folklore, and music as may seem desirable to further the education of the public in these arts.4.2.3 To make, obtain and distribute, by sale or otherwise, instruments and other articles of whatever description, requisite for the performance or practice of folk dances, songs, folk traditions, folklore, and music in accordance with the above objects. 4.2.4 solicit and receive subscriptions and gifts of all kinds, whether absolute or conditional for the purposes of the Society.4.2.5 subject to these articles, take and hold any buildings and lands, and property of any kind, whether absolutely or on trust and to maintain it and equip it for use, including, in particular, the property known as Halsway Manor, Crowcombe, Somerset4.2.6 borrow money and charge the whole or any part of the property belonging to the Society as security for repayment or as security for a grant or the discharge of an obligation.4.2.7 do all or any such lawful things as may be conducive or incidental to the attainment of the Objects.
Area Of Benefit: NATIONAL

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Investing charity funds policy and procedures

Policy Name: Volunteer management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Paying staff

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Social media policy and procedures