THE PG & NJ BOULTON TRUST LIMITED

Charity number: 1158431
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To make grants to other charitable organisations from time to time as the Trustees see fit.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £185,898
Total expenditure: £163,922

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from 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
Where the charity operates:
  • Wirral

Governance

Registration history:
  • 03 September 2014: Standard registration
  • 12 November 2015: Funds received from 272525 THE P G AND N J BOULTON TRUST
  • 12 November 2015: Funds received from 272525 THE P G AND N J BOULTON TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR PERRY Chair 11 March 2014
None on record
MISS JARDINE-SMITH Trustee 11 March 2014
None on record
MR STAFFORD Trustee 11 March 2014
None on record
MRS PERRY Trustee 11 March 2014
STEPS OF HOPE
Received: On time

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 £177.28k £169.13k £169.98k £180.35k £185.90k
Total expenditure £140.06k £134.08k £156.45k £134.71k £163.92k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 26 October 2024 On Time
Accounts and TAR 31 March 2024 26 October 2024 On Time Download Open in new window
Annual return 31 March 2023 01 August 2024 183 days late
Accounts and TAR 31 March 2023 01 August 2024 183 days late Download Open in new window
Annual return 31 March 2022 16 January 2023 On Time
Accounts and TAR 31 March 2022 16 January 2023 On Time Download Open in new window
Annual return 31 March 2021 19 January 2022 On Time
Accounts and TAR 31 March 2021 19 January 2022 On Time Download Open in new window
Annual return 31 March 2020 26 January 2021 On Time
Accounts and TAR 31 March 2020 26 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Hailwood & Co
392-394 Hoylake Road
Wirral
CH46 6DF
Phone:
01516777729
Email:
No information available