Finance Score: -1

Governance Score: 0

Support Score: 7

Volatile income
spending growth: -1
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 6

BOLTON MEMORIAL HALL

Memorial hall/village hall with playing field, providing a building & recreational space for community & private groups to hire e.g. playgroup, youth club, badminton & bowling clubs, parish meetings, fundraising & social events & private hire for funerals, parties & sports. Hosts a District Council recycling centre.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

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 recently but spending has been maintained

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	Volun- teers
31/12/23		£21	£19	£2	n/a	n/a	n/a	n/a	n/a	20
31/12/22		£76	£105	£-29	n/a	n/a	n/a	n/a	n/a	20
31/12/21		£18	£16	£2	n/a	n/a	n/a	n/a	n/a	10
31/12/20		£20	£6	£14	n/a	n/a	n/a	n/a	n/a	3
31/12/19		£31	£11	£20	n/a	n/a	n/a	n/a	n/a	20
31/12/18		£50	£54	£-4	£0	£0	£0	n/a	0	0
31/12/17		£9	£8	£1	£0	£0	£0	n/a	0	0
31/12/16		£10	£7	£3	£0	£0	£0	n/a	0	0
31/12/15		£9	£7	£1	£0	£0	£0	n/a	0	0
31/12/14		£14	£13	£2	£0	£0	£0	n/a	0	0
31/12/13		£16	£13	£3	£0	£0	£0	n/a	0	0
31/12/12		£7	£5	£2	£0	£0	£0	n/a	0	0
31/12/11		£11	£13	£-2	£0	£0	£0	n/a	0	0
31/12/10		£10	£11	£0	£0	£0	£0	n/a	0	0
31/12/09		£7	£11	£-5	£0	£0	£0	n/a	0	0
31/12/08		£8	£5	£3	£0	£0	£0	n/a	0	0
31/12/07		£6	£4	£2	£0	£0	£0	n/a	0	0
31/12/06		£6	£7	£-1	£0	£0	£0	n/a	0	0
31/12/05	*	£6	£4	£2	£0	£0	£0	n/a	0	0
31/12/04		£7	£4	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 60 years

www.boltonvillage.org.uk/memorialhall

01768362029

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes
Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
20 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Bolton Memorial Hall car park development
£10,000	23/09/2022	The funding will be used to create a car parking area alongside the village hall and playing fields. This will improve the health and safety standards and enable families children and residents ....more The funding will be used to create a car parking area alongside the village hall and playing fields. This will improve the health and safety standards and enable families children and residents including disabled people to access the facilities and activities of the hall and playing fields.
National Lottery Community Fund - Bolton Memorial Hall
£17,050	16/12/2020 11	The funding will be used to help renovate the village hall and its carpark to make it more accessible for the rurally isolated community as well as help it to continue and grow the number of ....more The funding will be used to help renovate the village hall and its carpark to make it more accessible for the rurally isolated community as well as help it to continue and grow the number of activities based there. This aims to reduce isolation and improve wellbeing.
National Lottery Community Fund - Bolton Community Play Park Development
£10,000	17/01/2018 12	The project will replace play equipment in the local park to cater for more children and enable disabled children to use the park. This will help local children and young people to take part in more ....more The project will replace play equipment in the local park to cater for more children and enable disabled children to use the park. This will help local children and young people to take part in more physical activity.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANDY STEVENS

ALAN FLEMING Appointed: 2013

CLAIRE HUDSON

DEBORAH BROCKBANK Appointed: 2019

FRANK DAVID BAXTER Appointed: 2013

LINDA ALCOCK Appointed: 2019

MICHAEL HOWARD GERRISH Appointed: 2022

WALTER HEAD (Chair) Appointed: 2019

ALAN MCVIETY Appointed: 2019, Other trusteeships: ROTARY CLUB OF APPLEBY TRUST FUND, VOLUNTARY ACTION CUMBRIA,

Legal constitution

Charity registered in England & Wales on 14/01/1964, number: 523052

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures

Filing Record

20 returns made; AR05: 29 days late,

Main office

PENNINE VIEW
BOLTON
APPLEBY-IN-WESTMORLAND
CA16 6AW

Objectives

VILLAGE HALL.

Defined Area of Benefit:

THE PARISH OF BOLTON.

Data Sources