Finance Score: -7

Governance Score: -2

Support Score: 3

Accounts filed more than 5 days late: -5 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Mainly female board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: -6

BOLTON UNDER FIVES FORUM

Advancement of education and welfare of children, including children with special educational needs and disabilities, in the Bolton area.

Analysis by Giving is Great

Positives:

The charity has received Government grants

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been 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
31/03/23	*	£80	£81	£-1	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£78	£79	£-1	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£58	£54	£5	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£62	£69	£-8	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£68	£79	£-10	n/a	n/a	n/a	n/a	n/a
31/03/18		£80	£85	£-6	£0	£0	£0	n/a	0
31/03/17	*	£57	£72	£-15	£0	£0	£0	n/a	0
31/03/16	*	£68	£73	£-5	£0	£0	£0	n/a	0
31/03/15	*	£71	£68	£2	£0	£0	£0	n/a	0
31/03/14	*	£76	£67	£9	£0	£0	£0	n/a	0
31/03/13	*	£85	£78	£7	£0	£0	£0	n/a	0
31/03/12	*	£93	£87	£6	£0	£0	£0	n/a	0
31/03/11		£45	£49	£-4	£0	£0	£0	n/a	0
31/03/10	*	£26	£54	£-28	£0	£0	£0	n/a	0
31/03/09	*	£54	£36	£18	£0	£0	£0	n/a	0
31/03/08		£42	£29	£13	£0	£0	£0	n/a	0
31/03/07	*	£40	£40	£-1	£0	£0	£0	n/a	0
31/03/06	*	£45	£53	£-8	£0	£0	£0	n/a	0
31/03/05	*	£71	£45	£26	£0	£0	£0	n/a	0
31/03/04	*	£37	£42	£-5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 36 years

boltonunder5@tiscali.co.uk

01204380038

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Community services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Bolton, Lancashire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

JANET HALTON

LYNN STOKES

NICOLA WAREING Appointed: 2013

PHILIP ALAN RIDING

JANET SOUTHERN, Other trusteeship: BOLTON TOY LIBRARY,

Legal constitution

Charity registered in England & Wales on 18/11/1987, number: 519403

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures

Filing Record

20 returns made; AR23: 27 days late, AR22: 58 days late, AR21: 56 days late, AR20: 88 days late, AR19: 185 days late, AR17: 52 days late, AR16: 85 days late, AR15: 111 days late, AR14: 109 days late, AR13: 142 days late, AR12: 23 days late, AR10: 3 days late, AR09: 112 days late, AR07: 94 days late, AR06: 213 days late, AR05: 204 days late, AR04: 65 days late,

Main office

P B SYDDALL & CO
GRAFTON HOUSE
81 CHORLEY OLD ROAD
BOLTON
BL1 3AJ

Objectives

TO ADVANCE THE EDUCATION AND WELFARE OF ALL CHILDREN, INCLUDING THOSE WITH SPECIAL EDUCATIONAL NEEDS AND DISABILITIES.

Defined Area of Benefit:

NOT DEFINED.

Data Sources