01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 1 March 1967
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £16,609
- Latest expenditure
- £14,772
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 11 Lambs Lane, Lawshall, BURY ST. EDMUNDS, Suffolk, IP29 4PE
02 Activities
What the charity does
The Hallifax Trust provides grants and bursaries primarily for the primary school serving the parish of Shimpling, also for people under the age of 25 who either attended Shimpling School or whose parents live in Shimpling. If there are any funds left in any year not required for the above it may be used for charitable purposes for the general benefit of the residents of Shimpling.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 17 April 2026
- Total Gross Income
- £16,609
- Total Gross Expenditure
- £14,772
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 25 April 2025
- Total Gross Income
- £16,499
- Total Gross Expenditure
- £17,013
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 5 April 2024
- Total Gross Income
- £16,100
- Total Gross Expenditure
- £13,783
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 19 April 2023
- Total Gross Income
- £15,421
- Total Gross Expenditure
- £11,007
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 25 April 2022
- Total Gross Income
- £14,860
- Total Gross Expenditure
- £14,134
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 17 April 2026
- Total Gross Income
- £16,609
- Total Gross Expenditure
- £14,772
- Grant Making Is Main Activity
- Yes
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 25 April 2025
- Total Gross Income
- £16,499
- Total Gross Expenditure
- £17,013
- Grant Making Is Main Activity
- Yes
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 5 April 2024
- Total Gross Income
- £16,100
- Total Gross Expenditure
- £13,783
- Grant Making Is Main Activity
- Yes
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 19 April 2023
- Total Gross Income
- £15,421
- Total Gross Expenditure
- £11,007
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 25 April 2022
- Total Gross Income
- £14,860
- Total Gross Expenditure
- £14,134
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- 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 Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Suffolk
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
07 Official extract
Charity Event History
- Charity Name
- HALLIFAX EDUCATIONAL TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1967-03-01T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- DEED DATED 27TH JUNE 1863 AS AFFECTED BY A SCHEME OF THE BOARD OF EDUCATION SEALED 22 OCTOBER 1909 AS AMENDED BY SCHEME OF 9TH JANUARY 1984
- Charitable Objects
- THE TRUSTEE SHALL APPLY THE INCOME OF THE CHARITY AFTER DEFRAYING THE PROPER COST CHARGES AND ADMINISTRATION AND MANAGEMENT OF THE CHARITY IN THE FOLLOWING WAYS AND IN THE FOLLOWING ORDER OF PRIORITY(A)IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL AUTHORITY FOR SHIMPLING VOLUNTARY CONTROLLED SCHOOL OR ANY OTHER SCHOOL IN THEMAINTAINED SECTOR SUBSTANTIALLY SERVING SERVING THE PARISH OF SHIMPLING AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE SCHOOL CONCERNED; (FOR DETAILS SEE FILES)
- Area Of Benefit
- NOT DEFINED
09 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures