Charity registration number Charity registration number 1123542 (England and Wales)
Company registration number 06443243
HALE HEALTH ACTION LOCAL ENGAGEMENT
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
HALE HEALTH ACTION LOCAL ENGAGEMENT
LEGAL AND ADMINISTRATIVE INFORMATION
Trustees
S Brooks
P Dean
R S Greenwall
C Hewitt
(Appointed 20 June 2024)
Chair
G H Haslam
Vice Chair
P Dean
Senior management
Dan Sutherland
Chief Officer (Appointed 24/04/2024)
John Evans
Finance and Operations Manager
Charity number
Charity registration number 1123542
Company number
06443243
Registered office
1
Westgate
Shipley
West Yorkshire
United Kingdom
BD18 3QX
Auditor
BK Plus Audit Limited
52 St Johns Lane
Halifax
West Yorkshire
England
HX1 2BW
Bankers
CAF Bank Ltd
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME19 4JQ
Virgin Money
177 Bothwell Street
Glasgow
G2 7ER
HALE HEALTH ACTION LOCAL ENGAGEMENT
CONTENTS
Page
Trustees' report
1 - 8
Statement of trustees' responsibilities
9
Independent auditor's report
10 - 13
Statement of financial activities
14
Balance sheet
15
Statement of cash flows
16
Notes to the financial statements
17 - 29
HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT)
FOR THE YEAR ENDED 31 MARCH 2025
- 1 -

The trustees present their annual report and financial statements for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)".

Objectives and activities

The promotion of the physical, social, economic, environmental and mental health and wellbeing of the general public by the provision of counselling, advice, education, training, recreation or other occupations to those who have need of such facilities by reason of their youth, age, infirmity or disability, financial hardship or social circumstances, with the overall object of improving their conditions of life and the social fabric of the community in which they live.

Public benefit

We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.

HALE is a Healthy Living Project, delivering community based health improvement activities in Shipley and surrounding areas since 2003. We work with people of all ages, concentrating our efforts in the areas of deprivation and health inequalities where there is greatest need, working around the key themes of Mental Health and Wellbeing, Alcohol Awareness, Sexual Health and Nutrition.

Achievements and performance

Over the course of this year the HALE team have had an impact on the lives of over 25,608 people across our District. We have continued to face a challenging funding environment which has had a significant impact upon funders in the Local Authority and Health institutions, resulting in the difficult closure of some valued services.

The year saw significant transitions with the closure in September of the CLICS Social Prescribing service and the Shipley Wellbeing Hub, due to loss of funding. Despite these setbacks, the team maintained high standards of service delivery and successfully transitioned remaining services while supporting affected staff and service users.

Throughout these difficulties HALE has continued to innovate, develop partnerships and build our reputation as a high-quality provider of Health and Wellbeing services. As we anticipate the external environment to remain challenging into the foreseeable future, we continue to develop the resilience to respond and adapt our approach.

In reshaping our team to face our current challenges, we put in place a new leadership structure. Expanding the diversity of skills in our leadership we were excited to invite Laila as a permanent member of SLT and Anita taking on leadership of our Adult Social Prescribing services. We remain committed to developing internal talent and providing opportunities to talented VCS leaders.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 2 -

To ensure we remain on course even in the most challenging times we refer back to our core mission "To improve health where there is greatest need" - this continues to be the guiding principle that underpins the direction we take. This mission is underpinned by the vision and values that run throughout our organisation.

Our Vision is - Healthy, connected and happy communities throughout our district.

We aim to:

- Improve aspiration and happiness in local communities, by enabling people to manage their own health and wellbeing.

- Improve peoples' knowledge of how to engage with their local community so they feel less isolated and lonely.

- Work with and inform local people, helping them understand how to manage their health needs and how to use health and care services.

- Support the reduction of known health inequalities across our communities.

Our values are:

CONNECTING - At HALE we believe in:

- Re-CONNECTING people and communities to their strengths, hopes and aspirations.

- CONNECTING people to each other and their communities.

- CONNECTING and working with partners to seek solutions which lead to Improved health and wellbeing across our communities.

DEDICATION - At HALE we are:

- DEDICATED to listening, understanding and learning from people and communities.

- DEDICATED to encouraging and empowering people and communities to take steps towards improving their health and well-being.

- DEDICATED to tackling health inequalities and injustice – Through our work we will positively challenge traditional ways that health and care provision is designed and delivered and bring the voice and needs of our communities to the forefront of decision making and service redesign.

RESPECT - At HALE we will:

- RESPECT people and communities as those who are best placed, to improve their health and wellbeing.

- RESPECT, value and embrace the diversity of our people and communities.

- RESPECT and value everyone with integrity, care and compassion.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 3 -

Below is a summary of our Activities and Services throughout the year

Adult Social Prescribing

The Social Prescribing team delivered services to 36 GP practices across Bradford District, covering PCN 4, 5 and 6 (Central Locality Integrated Care Service - CLICS) and PCN 1, 10 and Affinity. Despite the significant challenge of the CLICS funding withdrawal with closure on 30 September 2024, the service maintained high standards throughout the transition period.

Key Statistics:

• 2,029 appointments provided in clinical settings

• 734 patients supported through Tier 2 holistic approach

• Total registered clients: 4,986

Our offer continued to enable GP practices to provide their patients with tailored, asset based, personalised care, which in turn reduced the reliance on reactive health care.

Clients were supported in developing their own care plans by focusing on what was important to them. We continued to connect clients and provide a supporting bridge for them to access support around: anxiety/low mood/low level mental health, social isolation, struggling to live independently, money/debt/benefit advice, housing problems, education/training/employment, bereavement support and much more.

MAST (MULTI AGENCY SUPPORT TEAM)

The MAST team, comprising voluntary and community sector organisations, is embedded within both Airedale General Hospital and BRI. Our two MAST workers deliver across both emergency and general wards, identifying patients at various stages of admission who could benefit from mental health support, older people's services, alcohol interventions, or enhanced community connections.

53 patients received community support of up to 6 sessions each. For patients who accepted a referral, we provided comprehensive community support sessions with initial assessment to uncover barriers they face in accessing ongoing care. The aim was to guide patients toward sustainable, long-term support while increasing awareness of local community services, ultimately reducing the risk of readmission.

On average, MAST patients contacted for follow up calls after 3 months rated the service 4.94 out of 5.

RETHINKING PAIN

Working in close partnership with Keighley Healthy Living, our groundbreaking Rethinking Pain service continues to receive recognition, both nationally and locally, for its fast-paced, community-based approach in supporting clients with long term pain conditions.

This year our HALE team have supported 1,039 clients to access the 3 Tier non-medical model of holistic pain management.

Our Health & Wellbeing coaches delivered 'Understanding Pain' sessions to client groups in a range of community languages, both online and in person, as well as delivering health modules around movement & healthy eating, Islam & pain, creative therapy and other holistic health approaches.

YOUTH WORK

Young People's Social Prescribing (YPSP), Relationships & Sexual Education (RSE) in Schools, Youth Engagement and Intergenerational Work.

2024-2025 has probably been the busiest year yet for the Youth Team. We received 389 referrals to our 3 Young People Social Prescribing Services, working with these young people on a 1:1, small group and larger group basis.

In September 2024 our RIC funding came to a close, however the Young Peoples Social Prescribing Service was encompassed into the Healthy Minds Priority, funded by the Bradford District and Craven Health and Care

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 4 -

Partnership which means that the wonderful work we do to support young people primarily across central Bradford can continue.

Awards and Recognition: Our Young Peoples Social Prescribing Service was shortlisted to the final 3 of the National Social Prescribing Awards, for Best Children and Young Peoples Social Prescribing Service 2024. Although we didn't win the top spot, to be recognised in the top 3 services in the country is an amazing accolade.

Through our larger group sessions, our young people participated in activities allowing them to build skills, have fun and meet new people, including 3 cooking & baking sessions, 2 cinema trips, 3 arts & crafts/movie nights, board games, seasonal sessions, trips to bowling, Flip Out, Pizza Hut, Blackpool and the Pantomime.

Our Young People worked with Cartwright Hall on the 'I AM ME' exhibition, part of BD25, choosing artwork from the Government Art Collection. One Young Person performed at the 2 launch events, showcasing 2 songs they had written about growing up in Bradford and the struggles of young people today.

RSE Delivery Statistics:

• 24 assemblies delivered

• 81 classes taught

• 1 staff CPD session held

• 3 peer reviews completed

• 7 drop-down days hosted

• 2 parent engagement sessions at open evenings

Topics covered included: Puberty, FGM, CSE, Sexting/images, Sex & gender identity, Gender stereotypes, Peer pressure & everyday consent, Self-examination, Misogyny and toxic masculinity, Relationship stages, Forced marriage, Relationship abuse/SVSH, Contraception, Sexual health, Pregnancy and options, Fertility, Gambling related harms, Stalking/Harassment, Honour based abuse and TikTok harms.

We also hosted an 'Empowering Young People Together' Conference with 100 attendees, 9 key speakers and 14 stallholders from various youth organisations.

HALE YOUTH ACTION GROUP

We set up HALE Youth Action in 2024 for young people to gain volunteering experience and build their CVs. Throughout 2024 the young people had stalls at PRIDE Bradford and Saltaire Festival, organised the 'Christmas Coffee and Cake' morning intergenerational event, and designed their own HALE Youth Action T-shirts. The group celebrated their successful first year with a trip to Hollywood Bowl and Nandos.

SHIPLEY WELLBEING HUB

In September 2024 we had to say a sad goodbye to the Shipley Wellbeing Hub due to a loss of funding. The Wellbeing Hub had provided wrap around support for 414 people who came to us for various reasons, providing access to fast-track services for those reaching crisis point and general health & wellbeing support.

Of the 414 referrals received, 407 reported that they would have gone to their GP had they not come through to the Hub, clearly demonstrating that the Wellbeing Hub provided an alternative pathway for advice and guidance rather than them presenting at an already overloaded primary care provider.

The Hub also provided funding to several groups within the Shipley footprint areas, including a Men's Den at Bolton Woods Community Centre (which has now acquired Lottery funding for a further 2 years), a weekly Mental Health Peer Support group in Shipley Library, a bereavement group, and outdoor activity programs for young people.

REACH

The REACH project, run in partnership with Cellar Trust, offers group volunteering and support for clients with serious mental health conditions. 25 clients have taken part in peer support group sessions with 60 group work sessions delivered. 7 clients have gone on to become volunteers.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 5 -

Alice, our Volunteer Group Co-ordinator, delivered "Reach Out" - a Shipley-based programme that includes peer support groups, outdoor gardening activities, and a weekly Creative Arts Group. These groups provide a safe and supportive environment where individuals can build friendships, gain confidence, and expand their social interactions.

HALE SOCIAL GROUP ACTIVITIES

We continued to provide a wide range of organised activities for people in the locality, though due to ongoing funding constraints we sadly had to say farewell to three groups: Baildon Buddies, Baildon Wellbeing Café, and Guys and Dolls. We provided guidance to help Baildon Wellbeing Café become independent, and they now have a healthy bank balance and growing membership.

There are 86 people who regularly attend and enjoy one of our varied social groups. HALE Social Group (former Knit and Natter) continues to meet every Monday and Thursday with increasing participation. Activities include bingo, games, quizzes and outings for meals and social events. Several former Guys and Dolls members have joined this group, maintaining their valued connections.

The Book Club continues to meet monthly and remains a popular forum for members to engage in literary discussions. During winter months, we hosted Warm Spaces sessions providing warm food, conversation and advice on staying safe and warm.

WISHH HEALTH & WELLBEING CHAMPION

We were pleased with a further year's continuation of funding from the WISHH Community Partnership Core 20 funding, taking us to March 2026. Our Health Champion, James, continued to deliver and develop the Men's Shed, Women's Shed, WISHH Walking Group, and Health Bite Size Sessions around sleep, healthy eating, movement and creative activities.

The groups provide physical, social and recreational activities, promoting both physical and mental wellbeing for people who suffer from social isolation, loneliness and low level physical and emotional conditions. We have seen steady increases in numbers regularly attending all sessions, with 66 people engaging in these activities this year.

Men Together - we increased physical activities into the program, supporting clients to move more in a gentle and regular way, with activities every other week such as walks, bowling, golf driving range, and canal trips. The canal trip was perhaps the highlight of the summer and was enjoyed by all who attended.

COMMUNITY CENTRE HEALTH PARTNERSHIP PROJECT

Launched in January 2024, the new Community Centre Health Partnership (CCHP) Project is funded by the WISHH Community Partnership. A Community Centre Health Partnership Coordinator was recruited to work with the five community centres in the partnership area.

This year the co-ordinator supported the partnership with:

• Engaging with the 5 community centres, providing individualised support around project planning and joint bid co-ordination

• Providing health and wellbeing services/events including blood pressure readings, atrial fibrillation testing, health & wellbeing mornings and oral health sessions

• Supporting an ABCD small grassroots grant scheme for local organisations

• Promoting the partnerships social media, increasing followers on both Facebook & Instagram

• Producing an asset map of organisations and services available in the WISHH patch

We delivered 19 Community Centre Health Partnership sessions and engaged with 248 people.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 6 -

WARM HOMES HEALTHY PEOPLE PARTNERSHIP (WHPP)

Our staff took information around keeping warm, free energy vouchers, energy saving tips and support to our most vulnerable residents, handing out Warm Home leaflets at 74 events and community groups across the Bradford district.

Staff made 117 Green Doctor Referrals and arranged for 9 food parcels to be delivered to households in need. The team also provided information on local community groups/activities, accessing emergency and dental care, healthy eating, getting active and general wellbeing, and signposted to support services for mental health, debt advice and foodbanks.

MMR VACCINE OUTREACH

Our social prescribers delivered a summer pilot project between May and August 2024, in collaboration with Ashwell and Manor Medical Practices. The aim was to increase awareness of the MMR vaccine and share accurate information in trusted community venues.

A total of 709 people were engaged - 587 males and 122 females, aged between 24 and 48 years. The team facilitated information and engagement sessions with South Asian and Eastern European patients at local mosques, community centres, and Ashwell Medical Practice.

As a result of this work, Core20PLUS funding was approved for a one-year New Families Connect Support Officer role, and we welcomed Khela in the New Year to work with PCN 10 practices to promote immunisations for women and their families.

UNITING COMMUNITIES

Since launching in September, our Uniting Communities Partnership of HALE, Café West and Community Works have been building deeper roots, knocking on doors to hear community views and getting out to groups and events across the patch. We're building strong links with other organisations and supported the roll out of District wide support for carers and culturally aware Living Well weight loss services.

We delivered Women's Health Events across the District and are excited to be working on our flagship Pathways to Wellbeing project funded by BD25.

CITIZENS ENGAGEMENT & CITIZENS VOICE

This period saw a change in contractual arrangements in July, with Citizens Engagement evolving into Citizens Voice. Areas of activity included facilitation of Women's Health Network (WHN) and Maternity Voices Neonatal Partnership (MNVP), collation of Experience of Care Comments, and support with Involvement Projects.

A total of 74 VCSE organisations participated in Citizens Voice activities. We held four MNVP and four WHN main meetings, with an average attendance of twenty people per meeting. Our facilitator supported two “15 Step Maternity Reviews” and increased our social media footprint.

Through Involvement Projects delivered in partnership with CNET:

• 46 people supported through two “Listen-In” Cycles

• 140 participants in six Closing the Gap Deliberative Events

• 300 people completed Digital Cancer Screening Campaign surveys

• 17 people interviewed for Carer Survey for Bradford Council

NATIONAL SOCIAL PRESCRIBING DAY

HALE hosted an event in Broadway Bradford to promote National Social Prescribing Day 2025 (March 19th). We were joined by Rimmingtons Pharmacy, Living Well, Happy Healthy You, Carers Resource, Bradford Talking Therapies, School Nurses, Hep C testing, Connecting Roma, MESMAC, Race Equality and BiB.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 7 -

We spoke to over 100 people about what is available to them and their families in Bradford.

INTERGENERATIONAL WORK

We were successful in a small grants application from WISHH CP allowing us to run 12 events across the year. We started in December 2024 and held Christmas Coffee and Cake Morning, 2 canal walks, Ukulele, Bingo and Quiz Night, and Afternoon Tea on International Women's Day.

Financial review

The Statement of Financial Activities shows total incoming resources of £1,315,220 (202 4: £1,622,770) and total resources expended of £1,269,985 (2024: £1,555,387), being a net surplus on movement of funds of £45,235 (202 4: £67,383).

The total reserves at the year end are £629,335 (202 4: £584,100). Unrestricted reserves at the year end total £493,743 (202 4: £499,000), including designated funds of £85,073 (2024: £180,491), and restricted funds are £135,592 (202 4: £85,100).

Reserves policy

In conjunction with our Financial Procedures Policy this reserves policy forms part of our commitment to ensure the management and allocation of funds is carried out responsibly to enable Hale to continue to provide its core services and to secure the viability of the organisation beyond the immediate future.

The need to provide for medium to long term will ensure that we can absorb setbacks and take advantage of change and opportunity.

It is the view that we should have sufficient funds to enable Hale to exist for a period of time (Minimum of three months running costs, including any large scale Project or Commission), to enable the development

of alternative funding streams.

Based on budgeted expenditure for 2025/26 of £1,026,853, 3 months running costs would be £256,713 and 6 months running costs would be £513,427.

At the year end the charity's total unrestricted reserves were £493,743, excluding fixed assets of £Nil, leaves 'free' reserves of £502,342.

Structure, governance and management

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

The charity is a company limited by guarantee and was formed on 3 December 2007. It is governed by a Memorandum and Articles of Association.

The liability of the members in the event of the company being wound up is limited to a sum not exceeding £1.

HALE HEALTH ACTION LOCAL ENGAGEMENT
TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 8 -

The trustees, who are also the directors for the purpose of company law, and who served during the year and up to the date of signature of the financial statements were:

T Amin
(Appointed 19 June 2024 and resigned 9 June 2025)
S Brooks
P Dean
J Elgar
(Appointed 15 May 2024 and resigned 30 September 2025)
R S Greenwall
G H Haslam
(Resigned 3 September 2025)
C Hewitt
(Appointed 20 June 2024)
R F Prior
(Resigned 16 October 2024)
Recruitment and appointment of trustees

The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.

Auditor

In accordance with the company's articles, a resolution proposing that BK Plus Audit Limited be reappointed as auditor of the company will be put at a General Meeting.

Disclosure of information to auditor

Each of the trustees has confirmed that there is no information of which they are aware which is relevant to the audit, but of which the auditor is unaware. They have further confirmed that they have taken appropriate steps to identify such relevant information and to establish that the auditor is aware of such information.

The trustees' r eport was approved by the Board of Trustees.

P Dean
Trustee
2 December 2025
HALE HEALTH ACTION LOCAL ENGAGEMENT
STATEMENT OF TRUSTEES' RESPONSIBILITIES
FOR THE YEAR ENDED 31 MARCH 2025
- 9 -

The trustees, who are also the directors of Hale Health Action Local Engagement for the purpose of company law, are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that year.

In preparing these financial statements, the trustees are required to:

- select suitable accounting policies and then apply them consistently;

- observe the methods and principles in the Charities SORP;

- make judgements and estimates that are reasonable and prudent;

- state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and

- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.

The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT
TO THE MEMBERS OF HALE HEALTH ACTION LOCAL ENGAGEMENT
- 10 -

Opinion

We have audited the financial statements of Hale Health Action Local Engagement (the ‘charity’) for the year ended 31 March 2025 which comprise the statement of financial activities, the balance sheet, the statement of cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

-

give a true and fair view of the state of the charitable company's affairs as at 31 March 2025 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;

-
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
-

have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the annual report other than the financial statements and our auditor's report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of our audit:

-

the information given in the trustees' r eport for the financial year for which the financial statements are prepared, which includes the d irectors' r eport prepared for the purposes of company law, is consistent with the financial statements; and

-

the d irectors' r eport included within the trustees' r eport has been prepared in accordance with applicable legal requirements.

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT (CONTINUED)
TO THE MEMBERS OF HALE HEALTH ACTION LOCAL ENGAGEMENT
- 11 -
Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the d irectors' r eport included within the trustees' r eport.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

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adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or

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the financial statements are not in agreement with the accounting records and returns; or

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certain disclosures of trustees' remuneration specified by law are not made; or

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we have not received all the information and explanations we require for our audit; or

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the trustees were not entitled to prepare the financial statements in accordance with the small companies regime and take advantage of the small companies' exemptions in preparing the trustees' report and from the requirement to prepare a strategic report.

Responsibilities of trustees

As explained more fully in the s tatement of trustees' r esponsibilities, the trustees, who are also the directors of the charity for the purpose of company law, are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, the trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor's responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which our procedures are capable of detecting irregularities, including fraud, is detailed below.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: https://www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor's report.

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT (CONTINUED)
TO THE MEMBERS OF HALE HEALTH ACTION LOCAL ENGAGEMENT
- 12 -

Other matter s

Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows:

- The engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;

- We identified the laws and regulations applicable to the company through discussions with directors and other management, and from our commercial knowledge and experience of the industry sector;

- We focused on specific laws and regulations which we considered may have a direct material effect on the financial statements or the operations of the company, including the Companies Act 2006, taxation legislation and data protection, anti-bribery, employment, environmental and health and safety legislation;

- We assessed the extent of compliance with the laws and regulations identified above through making enquiries of management and inspecting legal correspondence; and

- Ensured laws and regulations were communicated within the audit team regularly and the team remained alert to instances of non-compliance throughout the audit.

We assessed the susceptibility of the company’s financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

- Making enquiries of management as to where they considered there was a susceptibility to fraud, their knowledge of actual, suspected and alleged fraud;

- Considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations; and

- Understanding the design of the company’s remuneration policies.

To address the risk of fraud through management bias and override of controls, we;

- Performed analytical procedures to identify any unusual or unexpected relationships;

- Tested journal entries to identify unusual transactions

- Assessed whether judgements and assumptions made in determining the accounting estimates set out in note 2 were indicative of potential bias; and

- Investigated the rationale behind significant or unusual transactions.

In response to the risks of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

- Agreeing financial statement disclosures to underlying supporting documentation;

- Reading the minutes of meetings of those charged with governance;

- Enquiring of management as to actual and potential litigation and claims; and

- Reviewing correspondence with HMRC, relevant regulators and the company’s legal advisors.

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from the financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

HALE HEALTH ACTION LOCAL ENGAGEMENT
INDEPENDENT AUDITOR'S REPORT (CONTINUED)
TO THE MEMBERS OF HALE HEALTH ACTION LOCAL ENGAGEMENT
- 13 -

Use of our report

This report is made solely to the charitable company’s members, as a body, in accordance with Chapter 3 of P art 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company’s members those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

Victoria Atkinson FCA (Senior Statutory Auditor)
For and on behalf of BK Plus Audit Limited, Statutory Auditor
Chartered Certified Accountants
52 St Johns Lane
Halifax
West Yorkshire
HX1 2BW
England
4 December 2025
HALE HEALTH ACTION LOCAL ENGAGEMENT
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2025
- 14 -
Unrestricted
Restricted
Total
Unrestricted
Restricted
Total
funds
funds
funds
funds
2025
2025
2025
2024
2024
2024
Notes
£
£
£
£
£
£
Income from:
Donations and legacies
3
88,991
201,582
290,573
162,362
107,871
270,233
Charitable activities
Charitable activities
4
930,685
88,797
1,019,482
1,303,954
43,933
1,347,887
Investments
5
5,165
-
5,165
4,650
-
4,650
Total income
1,024,841
290,379
1,315,220
1,470,966
151,804
1,622,770
Expenditure on:
Charitable activities
Charitable activities
6
1,033,649
236,336
1,269,985
1,450,344
105,043
1,555,387
Total expenditure
1,033,649
236,336
1,269,985
1,450,344
105,043
1,555,387
Net income/(expenditure)
(8,808)
54,043
45,235
20,622
46,761
67,383
Transfers between funds
3,551
(3,551)
-
13,130
(13,130)
-
Net movement in funds
8
(5,257)
50,492
45,235
33,752
33,631
67,383
Reconciliation of funds:
Fund balances at 1 April 2024
499,000
85,100
584,100
465,248
51,469
516,717
Fund balances at 31 March 2025
493,743
135,592
629,335
499,000
85,100
584,100

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

HALE HEALTH ACTION LOCAL ENGAGEMENT
BALANCE SHEET
AS AT
31 MARCH 2025
31 March 2025
- 15 -
2025
2024
Notes
£
£
£
£
Current assets
Debtors
12
58,899
51,756
Cash at bank and in hand
587,639
583,691
646,538
635,447
Creditors: amounts falling due within one year
13
(17,203)
(51,347)
Net current assets
629,335
584,100
The funds of the charity
Restricted income funds
15
135,592
85,100
Unrestricted funds
16
493,743
499,000
629,335
584,100
The financial statements were approved by the trustees on 2 December 2025
P Dean
Trustee
Company registration number 06443243 (England and Wales)
HALE HEALTH ACTION LOCAL ENGAGEMENT
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 MARCH 2025
- 16 -
2025
2024
Notes
£
£
£
£
Cash flows from operating activities
Cash (absorbed by)/generated from operations
20
(1,217)
92,178
Investing activities
Investment income received
5,165
4,650
Net cash generated from investing activities
5,165
4,650
Net cash generated from financing activities
-
-
Net increase in cash and cash equivalents
3,948
96,828
Cash and cash equivalents at beginning of year
583,691
486,863
Cash and cash equivalents at end of year
587,639
583,691
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
- 17 -
1
Accounting policies
Charity information

Hale Health Action Local Engagement is a private company limited by guarantee incorporated in England and Wales. The registered office is 1, Westgate, Shipley, West Yorkshire, BD18 3QX, United Kingdom.

1.1
Basis of preparation

The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)". The charity is a Public Benefit Entity as defined by FRS 102.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary a mounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, [modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value]. The principal accounting policies adopted are set out below.

1.2
Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3
Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

1.4
Income
Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
1
Accounting policies
(Continued)
- 18 -
1.5
Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.

Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

1.6
Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Fixtures and fittings
Straight line over 3 years

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

Tangible fixed assets costing more than £500 are capitalised.

Gifted assets are shown at the value to the charity on receipt.

1.7
Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.8
Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
1
Accounting policies
(Continued)
- 19 -
Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future p aymen ts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

1.9
Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

1.10
Retirement benefits

Payments to defined contribution retirement benefit schemes are charged as an expense as they fall due.

2
Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

3
Income from donations and legacies
Unrestricted
Restricted
Total
Unrestricted
Restricted
Total
funds
funds
funds
funds
2025
2025
2025
2024
2024
2024
£
£
£
£
£
£
Donations and gifts
6,521
202
6,723
4,498
-
4,498
Users contributions to activities
1,125
98
1,223
1,632
-
1,632

Grants

81,345
201,282
282,627
156,232
107,871
264,103
88,991
201,582
290,573
162,362
107,871
270,233
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
3
Income from donations and legacies
Unrestricted
Restricted
Total
Unrestricted
Restricted
Total
funds
funds
funds
funds
2025
2025
2025
2024
2024
2024
£
£
£
£
£
£
(Continued)
- 20 -
Grants receivable for core activities
Citizen Engagement
4,814
-
4,814
-
-
-
City of Bradford Metropolitan District Council
-
-
-
2,737
-
2,737
Community Action Bradford and District
-
-
-
3,498
-
3,498
Community Partnership North
-
-
-
-
6,900
6,900
Cragg Road Harnessing Power of Communities
13,840
-
13,840
-
-
-
Pre and Post Natal Project (New Families)
40,298
-
40,298
-
-
-
Groundwork
-
-
-
-
28,004
28,004
James Project
-
-
-
5,620
-
5,620
NHS West Yorkshire ICB
-
-
-
3,000
-
3,000
Project 6 - MAST
-
72,968
72,968
-
72,967
72,967
Uniting Communities (Lottery 24 to 29)
-
112,978
112,978
-
-
-
VCS Alliance
653
-
653
141,377
-
141,377
Warm Spaces
1,000
-
1,000
-
-
-
Wellbeing Hubs
20,740
-
20,740
-
-
-
WHHP 2021 to 2024
-
15,336
15,336
-
-
-
81,345
201,282
282,627
156,232
107,871
264,103
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 21 -
4
Income from charitable activities
Unrestricted
Restricted
Total
Unrestricted
Restricted
Total
funds
funds
funds
funds
2025
2025
2025
2024
2024
2024
£
£
£
£
£
£
Charitable activities

Contracts and service level agreements

929,072
88,797
1,017,869
1,303,327
43,933
1,347,260

Services income

1,613
-
1,613
627
-
627
930,685
88,797
1,019,482
1,303,954
43,933
1,347,887
Affinity Care
129,229
-
129,229
147,215
-
147,215
Bingley Bubble PCN
-
-
-
18,800
-
18,800
Bowling Highfield
-
-
-
18,396
-
18,396
Bradford City 5 PCN Limited
-
-
-
19,804
-
19,804
Bradford City Primary Care Network
-
-
-
17,016
-
17,016
Bradford North Western PCN
-
-
-
57,653
-
57,653
Cellar Trust
-
-
-
39,422
-
39,422
City Health Federation
-
-
-
20,498
-
20,498
Citizen Engagement
98,643
14,167
112,810
-
-
-
Citizen Voice
-
27,096
27,096
-
-
-
Community Action Bradford and District
-
-
-
208,136
-
208,136
Community Partnerships North
-
-
-
86,955
-
86,955
CLIC Health Inequalities
235,299
-
235,299
-
-
-
Intergen Activities
-
1,200
1,200
-
-
-
Keighley Healthy Living Network
-
-
-
34,887
-
34,887
Maternity Voice Partnership
4,200
-
4,200
-
-
-
Miscellaneous
811
-
811
102
-
102
Moorside Surgery
-
-
-
13,602
-
13,602
MNVP 2024 to 2025
-
29,534
29,534
-
-
-
NEWCA
-
-
-
6,275
8,100
14,375
NHS Bradford District and Craven CCG
-
-
-
578,746
35,833
614,579
PCN 1 Comm Centre HP Clinical Support and Resource
118,756
-
118,756
-
-
-
Rethinking Pain ARR's
159,412
-
159,412
-
-
-
Social Groups 2019
38,235
16,800
55,035
-
-
-
South 10 Combined work
58,374
-
58,374
-
-
-
Step 2
-
-
-
36,447
-
36,447
Young Peoples SP
79,726
-
79,726
-
-
-
YPSP & Engage Work with LD
8,000
-
8,000
-
-
-
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
4
Income from charitable activities
(Continued)
- 22 -
930,685
88,797
1,019,482
1,303,954
43,933
1,347,887
5
Income from investments
Unrestricted
Unrestricted
funds
funds
2025
2024
£
£
Interest receivable
5,165
4,650
6
Expenditure on charitable activities
Charitable activities
Charitable activities
2025
2024
£
£
Direct costs
Staff costs
921,354
1,060,390
Depreciation and impairment
-
11,993
Operational and central cost
74,325
53,859
Project and delivery costs
220,405
386,594
Advertising and publicity
1,259
1,313
Other staff costs
40,520
23,060
1,257,863
1,537,209
Share of support and governance costs (see note 7)
Governance
12,122
18,178
1,269,985
1,555,387
Analysis by fund
Unrestricted funds
1,033,649
1,450,344
Restricted funds
236,336
105,043
1,269,985
1,555,387
7
Support costs allocated to activities
Charitable activities
Total
2025
2024
£
£
Governance
12,122
18,178
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
7
Support costs allocated to activities
(Continued)
- 23 -
2025
2024
Governance costs comprise:
£
£
Audit fees
8,599
8,190
Legal and professional
3,505
9,988
Management Committee Expense
18
-
12,122
18,178
8
Net movement in funds
2025
2024
£
£
The net movement in funds is stated after charging/(crediting):
Fees payable for the audit of the charity's financial statements
8,599
16,380
Depreciation of owned tangible fixed assets
-
11,993
9
Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year.

During the year the charity has incurred expenditure on obtaining trustees indemnity insurance, the costs in the year was £569 (2024: £542).

10
Employees

The average monthly number of employees during the year was:

2025
2024
Number
Number
35
49
Employment costs
2025
2024
£
£
Wages and salaries
822,285
949,417
Social security costs
66,467
67,424
Other pension costs
32,602
43,549
921,354
1,060,390

R edundancy and termination payments totalling £30,408 were made in the reporting period.

The average number of employees for the year is 35 and the full time equivalent is 26.

There were no employees whose annual remuneration was more than £60,000.
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
10
Employees
(Continued)
- 24 -
Remuneration of key management personnel

The remuneration of key management personnel was as follows:

2025
2024
£
£
Aggregate compensation
95,378
118,009
11
Taxation

The charity is exempt from tax ation on its activities because all its income is applied for charitable purposes.

12
Debtors
2025
2024
Amounts falling due within one year:
£
£
Trade debtors
-
47,350
Prepayments and accrued income
58,899
4,406
58,899
51,756
13
Creditors: amounts falling due within one year
2025
2024
£
£
Accruals and deferred income
17,203
51,347
14
Retirement benefit schemes
2025
2024
Defined contribution schemes
£
£
Charge to profit or loss in respect of defined contribution schemes
32,602
43,549

The charity operates a defined contribution pension scheme for all qualifying employees. The assets of the scheme are held separately from those of the charity in an independently administered fund.

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 25 -
15
Restricted funds

The restricted funds of the charity compri se the unexpended balances of donations and grants held on trust subject to specific conditions by donors as to how they may be use d.

At 1 April 2024
Incoming resources
Resources expended
Transfers
At 31 March 2025
£
£
£
£
£
Activity Fund
80
-
-
-
80
Baildon Buddies
-
-
(419)
419
-
Baildon Youth
3,300
-
(643)
-
2,657
Children and YP Service (WISHH)
19,832
14,167
(28,872)
-
5,127
Citizen Voice
-
27,096
(21,675)
-
5,421
Intergen Activities
-
1,500
(240)
-
1,260
MAST
4,845
72,968
(71,753)
(2,060)
4,000
MNVP 2024 to 2025
-
16,232
(23,100)
-
(6,868)
MNVP Childcare
-
9,301
(2,434)
-
6,867
MNVP Expenses 24 to 25
-
4,000
(2,322)
3,000
4,678
NHS Engagement Project
14,659
-
-
-
14,659
Self Care Champion
21,135
16,500
(15,847)
-
21,788
Social Groups 2019
6,191
299
(1,580)
(4,910)
-
Uniting Communities (Lottery 24 to 29)
-
112,978
(56,290)
-
56,688
Warm Homes 2021 - 2024
15,058
15,337
(11,160)
-
19,235
85,100
290,378
(236,335)
(3,551)
135,592
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
15
Restricted funds
(Continued)
- 26 -
Previous year:
At 1 April 2023
Incoming resources
Resources expended
Transfers
At 31 March 2024
£
£
£
£
£
Activity Fund
80
-
-
-
80
Baildon Buddies
1,555
-
-
(1,555)
-
Baildon Communities Together
10,161
-
-
(10,161)
-
Baildon Youth
3,550
-
(250)
-
3,300
Children and YP Service (WISHH)
-
19,832
-
-
19,832
MAST
804
72,968
(68,927)
-
4,845
National Lottery Community Fund - Befriending
4,418
-
(4,339)
(79)
-
NHS Engagement Project
14,659
-
-
-
14,659
Self Care Champion
3,118
31,000
(12,983)
-
21,135
Social Groups 2019
6,343
-
(152)
-
6,191
VCS Support Wellbeing
1,335
-
-
(1,335)
-
Warm Homes 2021 - 2024
5,446
28,004
(18,392)
-
15,058
51,469
151,804
(105,043)
(13,130)
85,100
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
15
Restricted funds
(Continued)
- 27 -

Activity fund - Social Activities grant.

Baildon Buddies - Project to deal with isolation and social aspects.

Baildon Communities Together - Towards the Baildon Communities Together project.

Baildon Youth 2022 to 2023- Funding to work with Young people in and around Baildon.

MAST - Multi Agency Support Team (MAST) - Support service working in Hospitals to identify patients with additional needs on discharge.

MNVP 2024 to 2025- Womens Health Network and Bradford District and Craven Maternity Voices Partnership Activity Programme.

National Lottery Community Fund : Befriending - Towards the costs of the befriending project.

NHS Engagement project - Engaging with Communities regarding Health Services.

Self Care Champion - Health & Wellbeing Champion, who delivers a range of community-based health and social activities.

Social groups - Funding from a variety of sources towards the costs of social groups.

VCS Support Wellbeing - Local Authority Restart and Support Grant To support the continuation of virtual/telephone and doorstep support whilst re-establishing community based social support and wellbeing activities

WHHP 2021 to 2024- To support older and vulnerable adults/ families who may be at risk of fuel poverty, isolation, ill health over winter.

Citizen Voice- To gather insight from public and VCS Organisations to inform and support health services.

Intergen Activities- To bring together older people from the local community with young people aged 9 + to take part in a programme of intergenerational activities.

Uniting Communities (Lottery 24 to 29)- To support Individuals who are experiencing severe loneliness and isolation and making use of community places and spaces.

HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 28 -
16
Unrestricted funds

The unrestricted funds of the charity compri se the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be use d. The se include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 1 April 2024
Incoming resources
Resources expended
Transfers
At 31 March 2025
£
£
£
£
£
General fund
318,509
221,106
(212,772)
81,827
408,670
Designated funds
180,491
803,735
(820,877)
(78,276)
85,073
499,000
1,024,841
(1,033,649)
3,551
493,743
Previous year:
At 1 April 2023
Incoming resources
Resources expended
Transfers
At 31 March 2024
£
£
£
£
£
General fund
306,586
1,470,966
(1,450,344)
(8,699)
318,509
Designated funds
158,662
-
-
21,829
180,491
465,248
1,470,966
(1,450,344)
13,130
499,000
17
Analysis of net assets between funds
Unrestricted
Restricted
Total
funds
funds
2025
2025
2025
£
£
£
At 31 March 2025:
Tangible assets
(50,492)
50,492
-
Current assets/(liabilities)
544,235
85,100
629,335
493,743
135,592
629,335
Unrestricted
Restricted
Total
funds
funds
2024
2024
2024
£
£
£
At 31 March 2024:
Current assets/(liabilities)
499,000
85,100
584,100
499,000
85,100
584,100
HALE HEALTH ACTION LOCAL ENGAGEMENT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
- 29 -
18
Operating lease commitments
Lessee
2025
2024
£
£
Within one year
14,410
14,733
Between two and five years
2,816
17,226
17,226
31,959

19
Related party transactions

There were no disclosable related party transactions during the year (2024 - none).

20
Cash (absorbed by)/generated from operations
2025
2024
£
£
Surplus for the year
45,235
67,383
Adjustments for:
Investment income recognised in statement of financial activities
(5,165)
(4,650)
Depreciation and impairment of tangible fixed assets
-
11,993
Movements in working capital:
(Increase) in debtors
(7,143)
(12,971)
(Decrease)/increase in creditors
(34,144)
30,423
Cash (absorbed by)/generated from operations
(1,217)
92,178
21
Analysis of changes in net funds

The charity had no material debt during the year.

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