PROVINCIAL/WALSH TRUST FOR BOLTON

Charity number: 222819
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust was set up with the purpose of providing modest financial assistance to individuals or groups living or working within the Bolton Metropolitan area to achieve personal goals or small projects, particularly those helping others. It does not provide for personal loans, commercial enterprises or large building projects.

Income and expenditure

Data for financial year ending 26 October 2023

Total income: £40,509
Total expenditure: £33,319

People

6 Trustee(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

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:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Bolton

Governance

Registration history:
  • 03 February 1964: Standard registration
  • 26 October 2011: Funds received from 526076 DAVID WALSH
Organisation type:
Other
Other names:
  • PROVINCIAL INSURANCE COMPANY TRUST FOR BOLTON (Previous name)
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
  • Trustee conflicts of interest 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Carol Anne Corbett Chair 23 October 2014
None on record
Christine Ellis Trustee 28 April 2022
None on record
Robert Binks Trustee 19 October 2017
None on record
BRIAN BROUGHTON Trustee 19 August 2013
None on record
DAVID STEELE PORTER Trustee
TRUST MUSIC
Received: On time
PETER STEELE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 26/10/2019 26/10/2020 26/10/2021 26/10/2022 26/10/2023
Total gross income £37.92k £31.78k £30.86k £32.78k £40.51k
Total expenditure £54.15k £43.07k £48.62k £40.63k £33.32k
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 26 October 2023 04 June 2024 On Time
Accounts and TAR 26 October 2023 04 June 2024 On Time Download Open in new window
Annual return 26 October 2022 06 June 2023 On Time
Accounts and TAR 26 October 2022 06 June 2023 On Time Download Open in new window
Annual return 26 October 2021 27 June 2022 On Time
Accounts and TAR 26 October 2021 27 June 2022 On Time Download Open in new window
Annual return 26 October 2020 14 May 2021 On Time
Accounts and TAR 26 October 2020 14 May 2021 On Time Download Open in new window
Annual return 26 October 2019 26 August 2020 On Time
Accounts and TAR 26 October 2019 26 August 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.

SCHEME DATED 26/10/2011 as amended on 18 Feb 2022

Charitable objects

THE OBJECT OF THE CHARITY IS GENERAL CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROMOTING THE EDUCATION OF PERSONS UNDER THE AGE OF 25 WHO ARE INHABITANTS OF HARWOOD IN BOLTON.

Area of benefit

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

NOT DEFINED

Contact information

Address:
13 Elm Grove
Bromley Cross
BOLTON
BL7 9LE
Phone:
01204 540900
Email:
Info@fieldingsporter.co.uk
Website:

www.pwtb.org.uk Open in new window