Halifax Opportunities Trust

Analysis

Halifax Opportunities Trust is a registered charity in England and Wales, based in Halifax. It was registered in April 2001, 25 years ago. Its declared purposes cover education/training, the advancement of health or saving of lives, the prevention or relief of poverty and environment/conservation/heritage, which this site groups under health and saving lives. Legally it is a charitable company (Companies House number 04089288). It says it provides human resources, provides buildings/facilities/open space and provides services.

In the financial year ending March 2025, Halifax Opportunities Trust reported income of £5.0m and spending of £4.9m, spending 98% of its income. Across the 5 years on record, from March 2021 to March 2025, income grew from £4.2m to £5.0m (+17%), an average of +4.1% a year. Over the whole period it spent 100% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Halifax Opportunities Trust sits at the 96th percentile: it is larger than about 96% of them. Against every charity in England and Wales with reported income it ranks in the 98th percentile. Charities of a similar size with the same main cause include The Generation Foundation (£5.0m), The Tomoro Foundation (£5.0m) and Lindsey Lodge Limited (£5.0m).

In its latest detailed accounts, income came from charitable activities 84%, trading 13% and donations and legacies 2.6%. Charitable activities took 98% of spending and raising funds 0.0%. Reserves of £3.5m would cover about 8 months of spending at that rate. It employed 157 people.