Finance Score: 1

Governance Score: 6

Support Score: 3

Low unrestricted reserves: -2
Strong growth: +2
Deficit latest year: -2
Fundraising costs low: +3

Good trustee age range: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 10

BOLTON COMMUNITY AND VOLUNTARY SERVICES

Working together to develop a diverse, strong and effective voluntary and community sector in Bolton.Current work includes:- Group Development- Small Grants Administration on behalf of Bolton Council- Promotion of Volunteering Opportunities- Community Engagement in Health- Forums: Health & Social Care; Volunteering; Voluntary & Community Sector- Training Programme- The Bolton Hub

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 age and gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£3,109	£3,594	£-485	£121	£3,164	£341	1.1	33	2
31/03/22		£3,410	£2,221	£1,189	£90	£3,649	£260	1.4	36	57
31/03/21		£2,442	£2,266	£176	£94	£2,460	£214	1.1	29	16
31/03/20		£2,385	£1,689	£696	£129	£2,284	£169	1.2	27	27
31/03/19		£1,609	£1,625	£-16	£130	£1,588	£216	1.6	23	38
31/03/18		£1,264	£1,023	£242	£110	£1,604	£254	3	18	0
31/03/17		£918	£812	£106	£112	£1,363	£263	3.9	20	0
31/03/16		£936	£840	£96	£112	£1,257	£214	3.1	29	0
31/03/15		£792	£813	£-21	£7	£1,161	£202	3	14	0
31/03/14		£953	£967	£-14	£8	£440	£180	2.2	15	0
31/03/13		£999	£942	£57	£13	£455	£182	2.3	19	0
31/03/12		£821	£853	£-32	£14	£398	£177	2.5	17	0
31/03/11	*	£1,376	£1,501	£-124	£19	£429	£156	1.2	17	0
31/03/10	*	£1,849	£1,925	£-76	£21	£554	£256	1.6	32	0
31/03/09	*	£1,601	£1,507	£94	£19	£629	£323	2.6	30	0
31/03/08	*	£1,428	£1,296	£132	£18	£536	£384	3.6	25	0
31/03/07	*	£1,349	£1,302	£47	£16	£403	£357	3.3	23	0
31/03/06	*	£1,299	£1,299	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£1,333	£1,329	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,510	£1,459	£50	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 3.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 19%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.5

Asset Split ?

Balance Sheet History

Established: 33 years

www.boltoncvs.org.uk

info@boltoncvs.org.uk

01204546010

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Acts as an umbrella or resource body
Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Bolton,

Who it helps

Other Charities Or Voluntary Bodies

Who supports 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
Forever Manchester - Energy Core Costs
£2,500	13/11/2023	Funding to cover 6 months of energy bills for organisation providing advise and help to local community organisations.
Forever Manchester - Supporting diverse communities to build back better in Bolton.
£10,750	21/09/2020	Infrastructure support for organisations supporting the community
DCMS - VSCE CMC Fund
£10,750	21/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-62

BARRY LYON Appointed: 2012, Occupation: Ceo Bolton Cab

COUNCILLOR RABIYA JIVA Appointed: 2023, Occupation: Lancashire Police Marac Chair/Exec Cabinet Member

DAVID ANDREW KAY Appointed: 2002, Occupation: Ceo Bolton Carers Support

DAVID HOLDEN-LOCKE Appointed: 2023, Occupation: Public Affairs Consultant

FIONA NODEN Appointed: 2020, Occupation: Ceo Bolton Nhs Foundation Trust

GEORGETTE KAY Appointed: 2020, Occupation: Ceo Bolton Carers Support

JENNIFER MAHER Appointed: 2013, Occupation: Bolton Community Homes Partnership Officer

MICHAEL JOHN SMITH Appointed: 2018, Occupation: Chief Officer

PHILIP MASON (Chair) Appointed: 1998, Occupation: Chaplain

SHENAZ ZUBER MAKKAN Appointed: 2023, Occupation: Head Of Proposal And Knowledge Management

SUZANNE HILTON Appointed: 2014

Legal constitution

Charitable company registered in England & Wales on 07/06/1991, number: 1003123
Registered at Companies House on 28/05/1991, number: 02615057

Gift Aid

Registered with HMRC for Gift Aid

Event History

18/01/2013 - Asset transfer in from TURTON DISTRICT RELIEF FUND
18/01/2013 - Asset transfer in from ABIGAIL CHETHAM CHARITY
18/01/2013 - Asset transfer in from STAINTON-IN-CLEVELAND WOMEN'S INSTITUTE
08/02/2013 - Asset transfer in from CHETHAM ASHWORTH CHARITY
03/03/2014 - Asset transfer in from CHAPELTOWN OLD SCHOOL FOUNDATION
03/04/2014 - Asset transfer in from EAGLEY BRIDGE EDUCATIONAL FOUNDATION
04/11/2015 - Asset transfer in from BOLTON TRINITY CENTRE

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR11: 2 days late, AR10: 2 days late, AR09: 1 days late, AR08: 1 days late, AR07: 1 days late, AR06: 7 days late, AR05: 2 days late,

Main office

THE BOLTON HUB
BOLD STREET
BOLTON
BL1 1LS

Objectives

'3.2 THE OBJECTS OF THE CHARITY ('THE OBJECTS') ARE: 3.2.1 TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC, PRINCIPALLY BUT NOT EXCLUSIVELY IN THE METROPOLITAN BOROUGH OF BOLTON (HEREINAFTER CALLED THE AREA OF BENEFIT) AND, IN PARTICULAR, BUT NOT EXCLUSIVELY, TO BUILD THE CAPACITY OF VOLUNTARY AND COMMUNITY SECTOR ORGANISATIONS AND PROVIDE THEM WITH THE NECESSARY SUPPORT, INFORMATION AND SERVICES TO ENABLE THEM TO PURSUE OR CONTRIBUTE TO ANY CHARITABLE PURPOSE; PROVIDED THAT IN PURSUING THE OBJECTS, THE CHARITY SHALL PAY DUE REGARD TO THE NEEDS OF MINORITY OR UNDERPRIVILEGED GROUPS INCLUDING ETHNIC MINORITIES, AND THE PROMOTION OF COMMUNITY COHESION;3.2.2 TO PROMOTE, ORGANISE AND FACILITATE CO-OPERATION AND PARTNERSHIP WORKING BETWEEN VOLUNTARY AND COMMUNITY SECTOR, STATUTORY AND OTHER RELEVANT BODIES IN THE ACHIEVEMENT OF THE ABOVE PURPOSES WITHIN THE AREA OF BENEFIT.

Defined Area of Benefit:

METROPOLITAN BOROUGH OF BOLTON