BOLTON COMMUNITY AND VOLUNTARY SERVICES

Charity number: 1003123
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Working together to develop a diverse, strong and effective voluntary and community sector in Bolton. Current work includes: - Group Development - Small Grants Administration on behalf of Bolton Council - Promotion of Volunteering Opportunities - Community Engagement in Health - Forums: Health & Social Care; Volunteering; Voluntary & Community Sector - Training Programme - The Bolton Hub

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,509,715

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Donations and legacies £974
Charitable activities £3.30m
Other trading activities £167.97k
Investments £42.47k
Other £0

Total expenditure:
£3,128,611

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Raising funds £160.14k
Charitable activities £2.97m
Other £0

£0 investments gains (losses)

Total income includes £1,660,971 from 3 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £160.14k
Charitable expenditure £2.97m
Retained for future use £381.10k

People

30 Employee(s)

13 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bolton

Governance

Registration history:
  • 07 June 1991: Standard registration
  • 18 January 2013: Funds received from 221694 TURTON DISTRICT RELIEF FUND
  • 18 January 2013: Funds received from 221695 ABIGAIL CHETHAM CHARITY
  • 18 January 2013: Funds received from 1017227 STAINTON-IN-CLEVELAND WOMEN'S INSTITUTE
  • 08 February 2013: Funds received from 1017277 CHETHAM ASHWORTH CHARITY
  • 03 March 2014: Funds received from 526242 CHAPELTOWN OLD SCHOOL FOUNDATION
  • 03 April 2014: Funds received from 526239 EAGLEY BRIDGE EDUCATIONAL FOUNDATION
  • 04 November 2015: Funds received from 1112781 BOLTON TRINITY CENTRE
Organisation type:
Charitable company
Other names:
  • BOLTON C.V.S. (Working name)
  • BOLTON DISTRICT COUNCIL FOR VOLUNTARY SERVICE (Previous name)
Company number:
02615057 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PHILIP MASON Chair
None on record
Minesh Patel Trustee 06 November 2024
None on record
David Germain Trustee 06 November 2024
None on record
Angela Kelly Trustee 06 November 2024
FORTALICE LIMITED
Received: On time
Shenaz Zuber Makkan Trustee 12 October 2023
None on record
Councillor Rabiya Jiva Trustee 12 October 2023
None on record
David Holden-Locke Trustee 12 October 2023
None on record
Georgette Kay Trustee 10 September 2020
None on record
Fiona Noden Trustee 10 September 2020
None on record
Michael John Smith Trustee 30 October 2018
None on record
Suzanne Hilton Trustee 15 October 2014
None on record
JENNIFER MAHER Trustee 14 March 2013
None on record
DAVID ANDREW KAY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.38m £2.44m £3.41m £3.11m £3.51m
Total expenditure £1.69m £2.27m £2.22m £3.59m £3.13m
Income from government contracts £146.57k £200.00k £260.79k £1.27m N/A
Income from government grants £2.10m £60.97k N/A N/A £1.66m
Income - Donations and legacies £748 £20 £20 £10 £974
Income - Other trading activities £130.24k £157.36k £153.91k £193.58k £167.97k
Income - Charitable activities £2.25m £2.28m £3.25m £2.90m £3.30m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £4.49k £2.13k £10.54k £11.63k £42.47k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.56m £2.17m £2.13m £3.47m £2.97m
Expenditure - Raising funds £129.15k £93.86k £90.00k £121.51k £160.14k
Expenditure - Governance £6.27k £6.41k £6.41k £7.38k £8.93k
Expenditure - Grants institution £0 £1.51m £1.25m £2.56m £1.97m
Expenditure - Investment management £0 £0 £0 £750 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £744.82k £728.15k £713.68k £718.61k £705.26k
Long-term investments £195.78k £0 £110.78k £0 £280.78k
Other assets £1.42m £1.92m £3.01m £3.19m £2.70m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £78.65k £183.19k £183.41k £743.50k £137.46k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 14 January 2025 On Time
Accounts and TAR 31 March 2024 14 January 2025 On Time Download Open in new window
Annual return 31 March 2023 18 December 2023 On Time
Accounts and TAR 31 March 2023 18 December 2023 On Time Download Open in new window
Annual return 31 March 2022 07 December 2022 On Time
Accounts and TAR 31 March 2022 07 December 2022 On Time Download Open in new window
Annual return 31 March 2021 19 October 2021 On Time
Accounts and TAR 31 March 2021 19 October 2021 On Time Download Open in new window
Annual return 31 March 2020 14 September 2020 On Time
Accounts and TAR 31 March 2020 14 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28 MAY 1991 AS AMENDED BY RESOLUTIONS DATED 28 JULY 1994 AND 8 NOVEMBER 2006. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/03/2015 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 07/04/2015 as amended on 23 Sep 2021

Charitable objects

'3.2 THE OBJECTS OF THE CHARITY ('THE OBJECTS') ARE: 3.2.1 TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC, PRINCIPALLY BUT NOT EXCLUSIVELY IN THE METROPOLITAN BOROUGH OF BOLTON (HEREINAFTER CALLED THE "AREA OF BENEFIT") AND, IN PARTICULAR, BUT NOT EXCLUSIVELY, TO BUILD THE CAPACITY OF VOLUNTARY AND COMMUNITY SECTOR ORGANISATIONS AND PROVIDE THEM WITH THE NECESSARY SUPPORT, INFORMATION AND SERVICES TO ENABLE THEM TO PURSUE OR CONTRIBUTE TO ANY CHARITABLE PURPOSE; PROVIDED THAT IN PURSUING THE OBJECTS, THE CHARITY SHALL PAY DUE REGARD TO THE NEEDS OF MINORITY OR UNDERPRIVILEGED GROUPS INCLUDING ETHNIC MINORITIES, AND THE PROMOTION OF COMMUNITY COHESION; 3.2.2 TO PROMOTE, ORGANISE AND FACILITATE CO-OPERATION AND PARTNERSHIP WORKING BETWEEN VOLUNTARY AND COMMUNITY SECTOR, STATUTORY AND OTHER RELEVANT BODIES IN THE ACHIEVEMENT OF THE ABOVE PURPOSES WITHIN THE AREA OF BENEFIT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

METROPOLITAN BOROUGH OF BOLTON

Contact information

Address:
THE BOLTON HUB
BOLD STREET
BOLTON
BL1 1LS
Phone:
01204546010
Email:
info@boltoncvs.org.uk
Website:

www.boltoncvs.org.uk Open in new window