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Rating for THE HALO TRUST

64/100 Clarity Score · 2 stars · Charity Commission filings · How we score

64/100

Clarity score

Needs improvement

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United Kingdom Reg 1001813 Registered charity Official website Charity Commission register

Mission

THE HALO TRUST is a registered UK charity (1001813) working in disability across the United Kingdom. CharityCompare scores the organisation from public Charity Commission annual accounts — financial efficiency, transparency, and filing compliance — not programme outcomes.

In short: THE HALO TRUST scores 64 out of 100 (2 stars). 100% average program spend (3-year average). Review the pillar breakdown below.

Overview

THE HALO TRUST has a Clarity Score of 64 out of 100 on CharityCompare (2 stars, Needs improvement). Charity Commission registration number 1001813. Status: Registered. Primary cause area: Disability. Latest accounts year 2021: total income £90m, with 100% of expenditure on charitable activities. Accounts filing: late. Reserves: approximately 1 months of operating costs. 1 filing concern(s) noted on this profile. Scores are independent and based on official filings — not a donation recommendation.

Data from Charity Commission register, last updated .

Overall score

64/100

2★ · Needs improvement

Cause spend

100%

3-yr avg · charitable activities

Accountability

68/100

Finance beacon

Income

£90m

Latest year 2021

Reserves

1 mo

Months of running costs

Accounts filing

Late

Check register

£211.1 raised per £1 fundraising (3-yr avg) · 1% overhead · Website on register · Confidence: medium

Data & confidence

Source
Charity Commission (E&W)
Accounts year
2021
Filing date
2026-06-24 00:00:00.0000000
Profile reviewed
2026-06-24

Medium confidence — some data missing or late

Scores reflect the latest annual accounts on the register. Impact, leadership, and culture beacons require information beyond public filings.

Beacon report

Detailed accountability and finance metrics from Charity Commission filings — structured for transparency in our four-beacon report.

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

68/100

Accountability & Transparency metrics for THE HALO TRUST
Metric Score Value
Filing history (5 years)

100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts.

33% 5/15 pts
Trustee oversight

Three or more trustees on the register = 15 pts · one or two = 0 pts (governance red flag).

100% 13 trustees · 15/15 pts
Declared policies

Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return.

70% 7/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

57/100

Financial Health metrics for THE HALO TRUST
Metric Score Value
Reserves (months of cash)

3–24 months = 15 pts · 1–3 months = 7 pts · under 1 month or over 3 years (hoarding) = 0 pts.

47% 1 months · 7/15 pts
Income stability / growth

Positive or stable three-year revenue trend = 10 pts · sustained decline = 0 pts.

100% 10/10 pts · 3-year average
Liabilities to assets

Low debt (< 30% liabilities to assets) = 5 pts · high debt = 0 pts.

0% 61% · 0/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Financial Efficiency metrics for THE HALO TRUST
Metric Score Value
Program expense ratio

≥ 75% on charitable activities = 10 pts · 60–75% = 5 pts · below 60% = 0 pts.

100% 100% · 10/10 pts (3-year average)
Fundraising efficiency

Spends ≤ £0.20 to raise £1 = 10 pts · £0.21–£0.35 = 5 pts · above £0.35 = 0 pts (fundraising cost ÷ income).

100% 0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Community Support metrics for THE HALO TRUST
Metric Score Value
Volunteer-to-staff ratio

More volunteers than paid staff = 10 pts · equal mix = 5 pts · no volunteers = 0 pts.

0% Not reported · 0/10 pts

How we calculate beacon scores →

Clarity Score

64/100 total · Needs improvement · 2 of 4 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

68/100
Accountability & Transparency
57/100
Financial Health
100/100
Financial Efficiency
0/100
Community Support

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

68/100

Filing history (5 years)5/15 pts
Trustee oversight13 trustees · 15/15 pts
Declared policies7/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

57/100

Reserves (months of cash)1 months · 7/15 pts
Income stability / growth10/10 pts · 3-year average
Liabilities to assets61% · 0/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Program expense ratio100% · 10/10 pts (3-year average)
Fundraising efficiency0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Volunteer-to-staff ratioNot reported · 0/10 pts

Revenue & expenses

Latest filed year 2021 · Source: Charity Commission annual accounts

THE HALO TRUST revenue and expenses for 2021
Category Amount % of spend
Total income £90m
Total expenditure £90m
Charitable activities £89m 100%
Fundraising £271k 0%
Governance & admin £3k 0%
100%On charitable activities

Where the money goes

Latest accounts (2021) · £90m spent

  • Charitable activities100%
  • Fundraising0%
  • Governance0%

Trust indicators

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    Filing status: late

  • Trustee board size (3–12)

    13 trustees on the Charity Commission register

Fundraising Regulator

Status not yet checked

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

Check Fundraising Regulator →

Official register

Reg 1001813

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • Anthony Patrick Mycroft Beeley since 2016
  • Lieutenant General Sir Barnabas William Benjamin White-Spunner KCB CBE since 2021
  • Emma Sky OBE since 2021
  • Lucia Veronica Halpern since 2022
  • John Alexander Deans since 2022
  • Caroline Philippa Wicks since 2023
  • Lord Jonathan Douglas Evans KCB DL Chair · since 2023
  • John Raine CMG OBE since 2019
  • Faeth Birch since 2025
  • Farzana Baduel since 2025
  • Lord Michael Hintze since 2026
  • Stephen William Teal since 2026
How we score charities +

The Clarity Score is a 100-point rating from UK Charity Commission data. Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10). A statutory inquiry sets the score to 0 automatically.

Full methodology →

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15), income stability (10), liabilities to assets (5).

Financial Efficiency

Scored from filings

20 points — program expense ratio (10), fundraising efficiency (10). Kept at 20% to avoid punishing legitimate infrastructure costs.

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data.

Overall score

Sum of all pillar points. Translated to stars: 90–100 Exceptional (4★), 75–89 Good (3★), 60–74 Needs improvement (2★), below 60 Poor (1★).

Five-year trends

£0k £41500k £83000k £124500k £166000k 2021 2022 2023 2024 2025 Income 2021: £89,884k Spending 2021: £89,608k Cause spend 2021: £89,337k Income 2022: £94,925k Spending 2022: £95,258k Cause spend 2022: £94,870k Income 2023: £128,437k Spending 2023: £120,955k Cause spend 2023: £120,403k Income 2024: £147,567k Spending 2024: £145,076k Cause spend 2024: £144,390k Income 2025: £165,647k Spending 2025: £163,115k Cause spend 2025: £162,261k
  • Income
  • Spending
  • Cause spend

Values in £ thousands · Source: Charity Commission accounts

Key facts

Overall score
64/100 (2★)
Income
£90m
Cause spend
100% of expenditure
Reg number
1001813
Scope
UK-wide
Reserves
1 months
Trustees
13
Accounts year
2021
Filing
late

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Red flags

Frequently asked questions

Common questions about THE HALO TRUST's rating, finances, and Charity Commission status.

What is THE HALO TRUST's charity rating? +

THE HALO TRUST scores 64 out of 100 on CharityCompare (2 stars — Needs improvement). The Clarity Score V1 sums four pillars from Charity Commission filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10).

Is THE HALO TRUST a legitimate UK charity? +

Yes — THE HALO TRUST is registered with the Charity Commission for England and Wales under registration number 1001813. You can verify the entry on the official register.

What is THE HALO TRUST's Charity Commission registration number? +

THE HALO TRUST's registration number is 1001813. Official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1001813

How much income does THE HALO TRUST receive? +

THE HALO TRUST reported £90m total income in its 2021 accounts, based on Charity Commission filings. Five-year trend: declining.

What percentage of THE HALO TRUST's spending goes to charitable activities? +

Approximately 100% of total expenditure went to charitable activities in the latest filed year. Fundraising was 0% and combined overhead (fundraising plus governance) was 1%.

Are THE HALO TRUST's accounts up to date? +

Filing status: late (last filing 2026-06-24 00:00:00.0000000). CharityCompare flags late or missing accounts separately from the financial score.

Where is THE HALO TRUST based? +

THE HALO TRUST is listed at United Kingdom and operates UK-wide, focused on disability.

How does CharityCompare score THE HALO TRUST? +

We analyse Charity Commission annual accounts using three-year averages for program expense, fundraising efficiency, and overhead; working capital from reserves vs average expenditure; liabilities-to-assets from the latest balance sheet when available. Impact, leadership, and culture beacons are not yet assessed from public data alone. See our methodology for weights and thresholds.

Does CharityCompare recommend donating to THE HALO TRUST? +

No. CharityCompare provides independent scores and facts from official filings. We do not tell you where to donate or earn commission from charities.

How can I compare THE HALO TRUST with other charities? +

Use our free compare tool to put THE HALO TRUST side-by-side with other UK charities on scores, finances, and filing status.