CALDERDALE AND HUDDERSFIELD NHS FOUNDATION TRUST CHARITABLE FUNDS — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 11 May 2004
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £345,000
Latest expenditure: £615,000
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: HUDDERSFIELD ROYAL INFIRMARY, ACRE STREET, HUDDERSFIELD, HD3 3EA

Website recorded by the regulator: www.chftcharity.co.uk (displayed as text)

02 Activities

What the charity does

The objectives of the Charitable Funds relating to the National Health Service are to use both the income and capital of the fund for any charitable purpose. The fund will support the services provided by Calderdale & Huddersfield NHS Foundation Trust and Locala Community Partnership.

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: 9 January 2026
Date Accounts Received: 9 January 2026
Total Gross Income: £345,000
Total Gross Expenditure: £615,000

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: 14 January 2025
Date Accounts Received: 14 January 2025
Total Gross Income: £381,000
Total Gross Expenditure: £647,000

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: 27 December 2023
Date Accounts Received: 27 December 2023
Total Gross Income: £364,000
Total Gross Expenditure: £990,000

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: 12 December 2022
Date Accounts Received: 12 December 2022
Total Gross Income: £434,136
Total Gross Expenditure: £749,908

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: 18 October 2021
Date Accounts Received: 18 October 2021
Total Gross Income: £982,561
Total Gross Expenditure: £693,729

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: 9 January 2026
Total Gross Income: £345,000
Total Gross Expenditure: £615,000
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 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 14 January 2025
Total Gross Income: £381,000
Total Gross Expenditure: £647,000
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 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 27 December 2023
Total Gross Income: £364,000
Total Gross Expenditure: £990,000
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 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 12 December 2022
Total Gross Income: £434,136
Total Gross Expenditure: £749,908
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 18 October 2021
Total Gross Income: £982,561
Total Gross Expenditure: £693,729
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 1

05 Official extract

Charity Annual Return Partb

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: 18 October 2021
Income Donations And Legacies: 834604
Income Other Trading Activities: 0
Income Charitable Activities: 144100
Income Investments: 3610
Income Other: 247
Income Total Income And Endowments: 982561
Income Legacies: 35503
Income Endowments: 0
Expenditure Raising Funds: £57,500
Expenditure Charitable Expenditure: £636,229
Expenditure Other: 0
Expenditure Total: 693729
Expenditure Investment Management: 0
Expenditure Grants Institution: 15000
Expenditure Governance: 34128
Expenditure Support Costs: 38001
Expenditure Depreciation: 0
Gain Loss Investment: 537828
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £950,383
Assets Total Fixed: 2635680
Assets Own Use: 0
Assets Long Term Investment: 2635680
Defined Benefit Pension Scheme: 0
Assets Other Assets: £632,063
Assets Total Liabilities: £68,163
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,199,580
Creditors One Year Total Current: 68163
Creditors Falling Due After One Year: 0
Assets Cash: £625,490
Funds Endowment: 118356
Funds Unrestricted: 2045511
Funds Restricted: 1035713
Funds Total: 3199580
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

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

07 Official extract

Charity Classification

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

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

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

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

08 Official extract

Charity Event History

Charity Name: CALDERDALE AND HUDDERSFIELD NHS FOUNDATION TRUST CHARITABLE FUNDS
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2026-03-14T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 4016121
Assoc Registered Charity Number: 1110966
Assoc Charity Name: TOTAL AWARENESS PROMOTIONS

Charity Name: CALDERDALE AND HUDDERSFIELD NHS FOUNDATION TRUST CHARITABLE FUNDS
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-05-11T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 18/3/2004 AS AMENDED BY SUPPLEMENTAL DEED DATED 30/7/2009
Charitable Objects: FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 392573
Charity Name Type: Previous name
Charity Name: CALDERDALE AND HUDDERSFIELD NHS TRUST CHARITABLE FUNDS

Charity Name Id: 623118
Charity Name Type: Working name
Charity Name: Calderdale and Huddersfield NHS Charity

11 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures