BOLTON AT HOME LIMITED

Charity number: 1139370
Removed charity

Charity overview

Activities - how the charity spends its money

Registered provider of social housing in Bolton. Bolton at Home also has responsibility for regeneration activities in the neighbourhoods in which the properties are located, and additionally undertakes work in targeted regeneration areas, in accordance with private sector renewal responsibilities.

Income and expenditure

Data for financial year ending 31 March 2017

Total income:
£84,451,000

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Donations and legacies £0
Charitable activities £81.93m
Other trading activities £0
Investments £40.00k
Other £2.49m

Total expenditure:
£72,064,000

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Raising funds £0
Charitable activities £70.06m
Other £0

£0 investments gains (losses)

Total income includes £3,525,000 from government contract(s) and £828,000 from 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 £2.00m
Charitable expenditure £70.06m
Retained for future use £12.39m

Fundraising

This charity does not raise funds from the public

Trading

This charity has one or more trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bolton

Governance

Registration history:
  • 20 December 2010: Standard registration
  • 16 February 2018: Removed (Exempt charity)
Organisation type:
Charitable company
Other names:

No other names

Gift aid:
No information available
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
No information available

Financial history

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Financial period end date

Income / Expenditure 31/03/2013 31/03/2014 31/03/2015 31/03/2016 31/03/2017
Total gross income £68.53m £74.34m £80.71m £84.24m £84.45m
Total expenditure £54.51m £63.27m £65.43m £64.90m £72.06m
Income from government contracts N/A N/A £3.77m £3.06m £3.53m
Income from government grants N/A N/A £2.98m £7.32m £828.00k
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £67.50m £72.42m £78.60m £82.32m £81.93m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £27.00k £11.00k £6.00k £27.00k £40.00k
Income - Other £994.00k £1.90m £2.10m £1.89m £2.49m
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £53.37m £61.75m £63.78m £62.92m £70.06m
Expenditure - Raising funds N/A N/A N/A £1.98m £2.00m
Expenditure - Governance £162.00k £174.08k £139.25k £157.67k £261.20k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £977.00k £1.34m £1.50m £1.98m £2.00m
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 31/03/2013 31/03/2014 31/03/2015 31/03/2016 31/03/2017
Own use assets £44.64m £68.07m £84.69m £106.34m £117.81m
Long-term investments £0 £0 £0 £0 £265.00k
Other assets £10.57m £8.68m £14.42m £19.41m £28.13m
Defined benefit pension scheme asset or liability -£24.21m -£8.32m -£44.60m -£30.18m -£53.61m
Total liabilities £24.66m £34.92m £42.00m £49.25m £52.97m

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 2017 20 December 2017 On time
Accounts and TAR 31 March 2017 20 December 2017 On time
Annual return 31 March 2016 31 January 2017 On time
Accounts and TAR 31 March 2016 31 January 2017 On time
Annual return 31 March 2015 27 January 2016 On time
Accounts and TAR 31 March 2015 04 January 2016 On time
Annual return 31 March 2014 19 January 2015 On time
Accounts and TAR 31 March 2014 27 November 2014 On time

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 7 OCTOBER 2002 AS AMENDED BY WRITTEN RESOLUTION ADOPTED 29 OCTOBER 2010 AND REGISTERED AT COMPANIES HOUSE 03 NOVEMBER 2010

Charitable objects

1 TO PROVIDE SOCIAL HOUSING, HOUSES OR HOSTELS AND ANY ASSOCIATED AMENITIES AND SERVICES FOR PERSONS IN NECESSITOUS CIRCUMSTANCES UPON TERMS APPROPRIATE TO THEIR MEANS 2 TO PROVIDE FOR AGED, DISABLED OR CHRONICALLY SICK PERSONS IN NEED THEREOF SOCIAL HOUSING, HOUSES OR HOSTELS AND ANY ASSOCIATED AMENITIES AND SERVICES SPECIALLY DESIGNED OR ADOPTED TO MEET THE DISABILITIES AND REQUIREMENTS OF SUCH PERSONS 3 TO PROVIDE SERVICES, ADVICE OR ASSISTANCE UPON TERMS APPROPRIATE TO THEIR MEANS TO AGED, DISABLED OR CHRONICALLY SICK PERSONS IN NEED THEREOF AND PROVIDE ANY ASSOCIATED AMENITIES SPECIALLY DESIGNED OR ADAPTED TO MEET THE DISABILITIES AND REQUIREMENTS OF SUCH PERSONS 4 TO PROVIDE RECREATION OR OTHER LEISURE FACILITIES IN THE INTEREST OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS OF THE LOCAL AUTHORITY AREA IN WHICH THE COMPANY OWNS OR MANAGES HOUSING STOCK AND NEIGHBOURING AREAS 5 TO RELIEVE POVERTY AMONGST THE RESIDENTS OF THE LOCAL AUTHORITY AREA IN WHICH THE COMPANY OWNS OR MANAGES HOUSING STOCK AND NEIGHBOURING AREAS 6 THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE 7 THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR IN AREAS IN WHICH THE COMPANY OWNS OR MANAGES HOUSING STOCK) BY ALL OR ANY OF THE FOLLOWING MEANS 7.1 THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP A IN SETTING UP THEIR OWN BUSINESS, OR B TO EXISTING BUSINESS 7.2 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS, AND/OR LAND FOR USE ON FAVOURABLE TERMS 7.3 THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES 7.4 THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTECTURAL IMPORTANCE 7.5 THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT 7.6 THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE 7.7 THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME 7.8 SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION FOR ENGLAND AND WALES

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL.