Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

PROVINCIAL/WALSH TRUST FOR BOLTON

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.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
26/10/22		£33	£41	£-8	n/a	n/a	n/a	n/a	n/a
26/10/21		£31	£49	£-18	n/a	n/a	n/a	n/a	n/a
26/10/20		£32	£43	£-11	n/a	n/a	n/a	n/a	n/a
26/10/19		£38	£54	£-16	n/a	n/a	n/a	n/a	n/a
26/10/18		£100	£44	£57	£0	£0	£0	n/a	0
26/10/17		£44	£55	£-11	£0	£0	£0	n/a	0
26/10/16		£36	£57	£-20	£0	£0	£0	n/a	0
26/10/15		£35	£44	£-9	£0	£0	£0	n/a	0
26/10/14		£37	£39	£-2	£0	£0	£0	n/a	0
26/10/13		£37	£47	£-10	£0	£0	£0	n/a	0
26/10/12		£35	£55	£-19	£0	£0	£0	n/a	0
26/10/11		£14	£30	£-16	£0	£0	£0	n/a	0
26/10/10		£13	£20	£-7	£0	£0	£0	n/a	0
26/10/09		£16	£23	£-7	£0	£0	£0	n/a	0
26/10/08		£17	£28	£-11	£0	£0	£0	n/a	0
26/10/07		£16	£28	£-12	£0	£0	£0	n/a	0
26/10/06	*	£20	£29	£-8	£0	£0	£0	n/a	0
26/10/05	*	£14	£31	£-17	£0	£0	£0	n/a	0
26/10/04	*	£14	£16	£-2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

www.pwtb.org.uk

Info@fieldingsporter.co.uk

01204 540900

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bolton,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BRIAN BROUGHTON Appointed: 2013

CAROL ANNE CORBETT (Chair) Appointed: 2014

CHRISTINE ELLIS Appointed: 2022

PETER STEELE

ROBERT BINKS Appointed: 2017

DAVID STEELE PORTER, Other trusteeship: TRUST MUSIC,

Legal constitution

Charity registered in England & Wales on 03/02/1964, number: 222819

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR06: 7 days late, AR05: 64 days late, AR04: 95 days late,

Main office

Care of Fielding Porter Solicitors
Silverwell House
32 Silverwell Street
Bolton
BL1 1PT

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources