HALIFAX OPPORTUNITIES TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 18 April 2001
Removed: Not supplied
Company number supplied: 04089288
Financial period: 1 April 2024 – 31 March 2025
Latest income: £4,969,252
Latest expenditure: £4,874,515
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: HANSON LANE ENTERPRISE CENTRE, HANSON LANE, HALIFAX, HX1 5PG

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

02 Activities

What the charity does

PROVIDES SUPPORT FOR BUSINESS & ENTERPRISE DEVELOPMENT; PROVIDES ADULT LEARNING, INCLUDING APPRENTICESHIPS & ESOL; PROVIDES ASSISTANCE FOR JOB SEEKERS BY WORKING WITH EMPLOYERS & THROUGH EMPLOYMENT SUPPORT INITIATIVES; PROVIDES CHILDCARE & FAMILY SUPPORT THROUGH THE HALIFAX CENTRAL & UPPER VALLEY AREA CHILDREN'S CENTRES & OTHER PROJECTS; PROVIDES WELLBEING ACTIVITIES AND SERVICES.

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: 17 December 2025
Date Accounts Received: 17 December 2025
Total Gross Income: £4,969,252
Total Gross Expenditure: £4,874,515

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: 10 June 2025
Date Accounts Received: 10 June 2025
Total Gross Income: £4,713,767
Total Gross Expenditure: £4,645,524

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: 21 December 2023
Date Accounts Received: 21 December 2023
Total Gross Income: £4,561,251
Total Gross Expenditure: £4,651,344

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: 7 December 2022
Date Accounts Received: 15 November 2022
Total Gross Income: £4,413,690
Total Gross Expenditure: £4,454,423

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: 21 December 2021
Date Accounts Received: 1 December 2021
Total Gross Income: £4,234,143
Total Gross Expenditure: £4,384,745

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: 17 December 2025
Total Gross Income: £4,969,252
Total Gross Expenditure: £4,874,515
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £17
Income From Government Contracts: 2390028
Income From Government Grants: £552,445
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: No
Count Volunteers: 30

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: 10 June 2025
Total Gross Income: £4,713,767
Total Gross Expenditure: £4,645,524
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £16
Income From Government Contracts: 2390028
Income From Government Grants: £806,634
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: No
Count Volunteers: 20

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: 21 December 2023
Total Gross Income: £4,561,251
Total Gross Expenditure: £4,651,344
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £13
Income From Government Contracts: 2390028
Income From Government Grants: £740,799
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: No
Count Volunteers: 45

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: 7 December 2022
Total Gross Income: £4,413,690
Total Gross Expenditure: £4,454,423
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 1
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £13
Income From Government Contracts: 2060368
Income From Government Grants: £896,731
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 48

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: 21 December 2021
Total Gross Income: £4,234,143
Total Gross Expenditure: £4,384,745
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 1
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £12
Income From Government Contracts: 2060368
Income From Government Grants: £992,928
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 24

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: 17 December 2025
Income Donations And Legacies: 128994
Income Other Trading Activities: 662914
Income Charitable Activities: 4157077
Income Investments: 20267
Income Other: 0
Income Total Income And Endowments: 4969252
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £4,874,515
Expenditure Other: 0
Expenditure Total: 4874515
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 89353
Expenditure Support Costs: 89353
Expenditure Depreciation: 70548
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 2200000
Gain Loss Other: 0
Reserves: £3,495,548
Assets Total Fixed: 3682228
Assets Own Use: 3682228
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,047,430
Assets Total Liabilities: £1,051,669
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,677,989
Creditors One Year Total Current: 1019913
Creditors Falling Due After One Year: 31756
Assets Cash: £1,842,518
Funds Endowment: 0
Funds Unrestricted: 4614668
Funds Restricted: 63321
Funds Total: 4677989
Count Employees: 157
Consolidated 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: 10 June 2025
Income Donations And Legacies: 103239
Income Other Trading Activities: 727630
Income Charitable Activities: 3863058
Income Investments: 19840
Income Other: 0
Income Total Income And Endowments: 4713767
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £4,645,524
Expenditure Other: 0
Expenditure Total: 4645524
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 32488
Expenditure Support Costs: 32488
Expenditure Depreciation: 67532
Gain Loss Investment: 0
Gain Loss Pension Fund: 87000
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £894,647
Assets Total Fixed: 1574389
Assets Own Use: 1574389
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,674,092
Assets Total Liabilities: £870,559
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,377,922
Creditors One Year Total Current: 833474
Creditors Falling Due After One Year: 37085
Assets Cash: £1,345,122
Funds Endowment: 0
Funds Unrestricted: 2306547
Funds Restricted: 71375
Funds Total: 2377922
Count Employees: 173
Consolidated 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: 21 December 2023
Income Donations And Legacies: 108275
Income Other Trading Activities: 675907
Income Charitable Activities: 3768393
Income Investments: 8676
Income Other: 0
Income Total Income And Endowments: 4561251
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £4,651,344
Expenditure Other: 0
Expenditure Total: 4651344
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 45762
Expenditure Support Costs: 337193
Expenditure Depreciation: 71413
Gain Loss Investment: 0
Gain Loss Pension Fund: 1498000
Gain Loss Revaluation Fixed Investment: -10800
Gain Loss Other: 0
Reserves: £410,126
Assets Total Fixed: 1543029
Assets Own Use: 1543029
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: -87000
Assets Other Assets: £1,774,450
Assets Total Liabilities: £987,009
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,243,470
Creditors One Year Total Current: 952225
Creditors Falling Due After One Year: 34784
Assets Cash: £1,289,720
Funds Endowment: 0
Funds Unrestricted: 2235919
Funds Restricted: 7551
Funds Total: 2243470
Count Employees: 182
Consolidated 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: 7 December 2022
Income Donations And Legacies: 117224
Income Other Trading Activities: 549682
Income Charitable Activities: 3746693
Income Investments: 91
Income Other: 0
Income Total Income And Endowments: 4413690
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £3,995,067
Expenditure Other: 459356
Expenditure Total: 4454423
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 52909
Expenditure Support Costs: 316927
Expenditure Depreciation: 70141
Gain Loss Investment: 0
Gain Loss Pension Fund: 974000
Gain Loss Revaluation Fixed Investment: 1350000
Gain Loss Other: 0
Reserves: £559,626
Assets Total Fixed: 1528477
Assets Own Use: 1528376
Assets Long Term Investment: 101
Defined Benefit Pension Scheme: -1585000
Assets Other Assets: £1,702,908
Assets Total Liabilities: £807,626
Assets Current Investment: 0
Assets Total Assets And Liabilities: £838,759
Creditors One Year Total Current: 776038
Creditors Falling Due After One Year: 31588
Assets Cash: £1,545,412
Funds Endowment: 0
Funds Unrestricted: 868382
Funds Restricted: -29623
Funds Total: 838759
Count Employees: 182
Consolidated 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: 21 December 2021
Income Donations And Legacies: 116912
Income Other Trading Activities: 448627
Income Charitable Activities: 3668157
Income Investments: 447
Income Other: 0
Income Total Income And Endowments: 4234143
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £4,014,739
Expenditure Other: 370006
Expenditure Total: 4384745
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 41711
Expenditure Support Costs: 318374
Expenditure Depreciation: 39316
Gain Loss Investment: 0
Gain Loss Pension Fund: -788000
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,118,109
Assets Total Fixed: 188639
Assets Own Use: 188538
Assets Long Term Investment: 101
Defined Benefit Pension Scheme: -2559000
Assets Other Assets: £1,605,145
Assets Total Liabilities: £676,375
Assets Current Investment: 0
Assets Total Assets And Liabilities: −£1,441,591
Creditors One Year Total Current: 647704
Creditors Falling Due After One Year: 28671
Assets Cash: £1,448,715
Funds Endowment: 0
Funds Unrestricted: -1440891
Funds Restricted: -700
Funds Total: -1441591
Count Employees: 188
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Kirklees
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Calderdale
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

07 Official extract

Charity Classification

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

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

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

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

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

08 Official extract

Charity Event History

Charity Name: HALIFAX OPPORTUNITIES TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2001-04-18T00:00:00

Charity Name: HALIFAX OPPORTUNITIES TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2025-07-28T00:00:00
Reason: Does not operate
Assoc Organisation Number: 3103291
Assoc Registered Charity Number: 1064138
Assoc Charity Name: CALDERDALE MULTI CULTURAL ACTIVITY CENTRE

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 12 OCTOBER 2000 AS AMENDED BY SPECIAL RESOLUTION DATED 7 MARCH 2001 AS FURTHER AMENDED BY WRITTEN RESOLUTION ON 7 APRIL 2001AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03 APR 2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12 NOV 2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05 MAR 2013AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 03 JUL 2017 as amended on 14 Mar 2019 as amended on 07 May 2020
Charitable Objects: THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF THE METROPOLITAN DISTRICT OF CALDERDALE IN THE COUNTY OF WEST YORKSHIRE AND SURROUNDING AREAS WITHIN A RADIUS OF 30 MILES FROM HALIFAX TOWN HALL, INCLUDING BUT NOT EXCLUSIVELY THE AREA KNOWN AS PARK WARD IN THE METROPOLITAN BOROUGH OF CALDERDALE TO ENSURE THE REGENERATION OF THOSE AREAS FOR THE PUBLIC BENEFIT OF THE COMMUNITY, BY ALL OR ANY OF THE FOLLOWING MEANS: A) THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FIT; B) THE RELIEF OF UNEMPLOYMENT; C) THE ADVANCEMENT OF EDUCATION, TRAINING, OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE AND PROVIDING WORK EXPERIENCE FOR THE UNEMPLOYED; D) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE, BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP IN SETTING UP THEIR OWN BUSINESS OR TO EXISTING BUSINESSES; E) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS; F) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT , POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES; G) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT; H) THE PROVISION OF CHILDCARE; I) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME; J) THE PROVISION OF PUBLIC HEALTH AND WELL-BEING ACTIVITIES; AND K) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR CONSENT OF THE CHARITY COMMISSION.
Area Of Benefit: METROPOLITAN DISTRICT OF CALDERDALE

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Ofsted (Office For Standards In Education)

11 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints handling

Policy Name: Paying staff

Policy Name: Complaints policy and procedures

Policy Name: Volunteer management

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures