Finance Score: 0

Governance Score: 3

Support Score: 5

No PartB

Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 8

BOLTON COMMUNITY ADVICE

Bolton Advice Centre is a community-based charity which provides guidance, help, information or advice on a wide range of issues, including;Benefits,Disability,Housing issues,Homelessness,Advocacy and advice for people with sensory impairment or loss,Help for released offenders,Debt,Immigration issues,Poverty,

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23?		£210,050	£112,550	£97,500	8
01/03/22	*	£46,310	£22,112	£24,198	7
01/03/21		£46,310	£24,198	£22,112	8

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Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

www.boltonadvicecentre.co.uk

steve@boltonadvicecentre.co.uk

01204396560

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Legal & financial advice

How it operates

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

Where it operates

Bolton,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

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.

Major supporters in last 5 years

National Lottery Community Fund	£184,960
Bolton CVS	£6,920
Forever Manchester	£1,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Bolton Community Advice
£150,000	23/08/2022	This funding will support Bolton Advice Centre to deliver information guidance and advice on a wide range of issues to the local community in Bolton. Issues covered will include advice and guidance ....more This funding will support Bolton Advice Centre to deliver information guidance and advice on a wide range of issues to the local community in Bolton. Issues covered will include advice and guidance on benefits homelessness immigration debt and disabilities. The service will have a direct impact on the social economic and mental wellbeing on local people across Bolton. The town centre base is open 5 days per week and support is offered to all local people in the area. Established in 1982 Bolton Advice Centre (BAC) is the longest standing voluntary community organisation in Bolton. BAC have been supporting local people for over 40 years. A locally recognised long standing charity BAC state they have helped a substantial number of the most disadvantaged and hard to reach sections of the community. The organisation state they have had a positive impact and have helped to improve the financial physical and mental wellbeing for many local people needing advice information and guidance on a range of issues.
National Lottery Community Fund - Re:Connecting Bolton's Diverse Communities
£9,960	29/07/2021	The funding will be used to encourage people from different backgrounds back into the community to utilise local services including public transport leisure facilities and cultural activities.
Bolton CVS - Grant to Bolton Advice Centre
£4,150	01/06/2021	Recruitment and training of Community Champions
Forever Manchester - Covid awareness outreach
£1,000	18/03/2021	Marketing costs to promote crop in Centre
National Lottery Community Fund - BAC CV-19 New
£25,000	18/06/2020 8	The centre offers advice to the whole community. Most people need guidance around employment benefits mental health poverty or domestic violence. The centre is proactively working to target older ....more The centre offers advice to the whole community. Most people need guidance around employment benefits mental health poverty or domestic violence. The centre is proactively working to target older people immigrants and refugees by providing hot meals and then introducing their services. The support will help to tackle poverty and deprivation.
Bolton CVS - Grant to Bolton Advice Centre
£2,770	12/01/2020	To support and improve service user's confidence of using digital technology, especially those harder to reach
Bolton CVS - Grant to Bolton Advice Centre
£3,990	07/01/2019	To help raise awareness in our community of how to be better protected from Covid-19

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

CARRIE RILEY Appointed: 2023

CHRISTINA STRAUB Appointed: 2023

JENNIFER RUDD Appointed: 2023

JONATHAN MICHAEL LORD Appointed: 2023

PETER RICHARDSON Appointed: 2023

SANDRINE BEAUNOL Appointed: 2023

SHOBHNA FENDLEN Appointed: 2022

STEVE FISHER Appointed: 2020

STUART RICHARD GREEN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 21/05/2020, number: 1189587

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
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
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

3 returns made; AR22: 8 days late,

Main office

148 Deansgate
Bolton
BL11BB

Objectives

THE OBJECTS OF THE CIO ARE: TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN BOLTON AND SURROUNDING AREAS.

Defined Area of Benefit:

LOCAL

Data Sources