Finance Score: -2

Governance Score: 6

Support Score: 0

Deficit latest year: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

EDWARD HOLT TRUST

The Edward Holt Trust operates across Greater Manchester. Its principal activity is maintaining Holt House in Didsbury, which provides accommodation for older people with limited means. Recently the Trust has sought ways to have a more strategic impact on disadvantaged people in the area by assisting a number of homelessness projects with capital funds and other support costs.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/03/23	£240	£574	£-334
31/03/22	£235	£489	£-253
31/03/21	£0	£0	£0

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Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

https://www.edwardholttrust.org.uk/

edwardholttrust@gmail.com

01204414317

Charity Commission for England and Wales

Listed activities

Disability
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides buildings/facilities/open space

Where it operates

Bolton, Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,

Who it helps

Elderly/Old People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DR RUTH BROMLEY Appointed: 2024, Occupation: Gp Principal Lead For Ethics & Law

JACQUELINE WENDY BIRD Appointed: 2020

JANE KERSHAW Appointed: 2023

MICHAEL EDWARD FRY Appointed: 2020

MICHAEL JOHN PRIOR Appointed: 2020

RICHARD PETER KERSHAW (Chair) Appointed: 2020

Legal constitution

Charity registered in England & Wales on 04/03/2020, number: 1188344

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

3 returns made; all on time

Recent reorganisation events:

Asset transfer in from EDWARD HOLT TRUST on 03/12/2021

Main office

G104 Bolton Arena
Arena Approach
Horwich
Bolton
Greater Manchester
BL6 6LB

Objectives

THE OBJECT OF THE CIO IS TO USE THE ASSETS OF THE CHARITY FOR SUCH CHARITABLE PURPOSES OR SUCH CHARITABLE ORGANISATIONS OR INSTITUTIONS AS THE CHARITY TRUSTEES SHALL IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION DETERMINE.