THE BOLTINI TRUST
The Trust supports deserving charitable causes that the Trustees think are doing particularly worthwhile activities generally but not exclusively located within the home counties of England with particular focus on Surrey and West Sussex. The Trust also supports the arts through funding musical organisations particularly those with an involvement in contempory music.
Objects
SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £255,516, which the trustees consider adequate to cover forecast operating costs given the absence of employee or property expenses. Per the trustees' report, the charity generated a net gain of £38,078 before investment gains, supported by investment income of £666,137 and grants paid of £621,495. The auditors confirmed that the use of the going concern basis is appropriate with no material uncertainties identified.
What the accounts disclose
“Investment Income was £666,137 (2024: £536,540) and donations were £2,808 (2024: £272).”
“The Trustees aim to maintain free reserves in unrestricted funds at a level that at least equates to forecast operating cost (although these are low as the Trust has no employee or property costs).” — page 4
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ANTHONY JOHN BOLTON
- BENJAMIN ALEXANDER BOLTON
- EMMA LOUISE LAMONT
- Fiona Elizabeth Millward Bolton
- James David Hamilton Lamont
- OLIVER JAMES BOLTON
- Phoebe Eleanor Jewell Bolton
- SARAH CLARE BOLTON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £669k | £631k |
| 31/03/2024 | £537k | £633k |
| 31/03/2023 | £729k | £615k |
| 31/03/2022 | £587k | £579k |
| 31/03/2021 | £471k | £388k |
Common questions
Is THE BOLTINI TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £255,516, which the trustees consider adequate to cover forecast operating costs given the absence of employee or property expenses. Per the trustees' report, the charity generated a net gain of £38,078 before investment gains, supported by investment income of £666,137 and grants paid of £621,495. The auditors confirmed that the use of the going concern basis is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Shaw Gibbs (Audit) Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CEREBRAL PALSY PLUS | 1 | £6k |
| SOMERSET COMMUNITY FOUNDATION | 1 | £2k |
Charities like this
- THE BOLTONS TRUST
- THE LIMBOURNE TRUST
- A H BOULTON TRUST
- THE GEOFFREY BURTON CHARITABLE TRUST
- BORLETTI-BUITONI TRUST
- THE WEINSTOCK FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BOLTINI TRUST | £669k | — | 0 | unclear | — | no doubt |
| THE BOLTONS TRUST | £34k | — | 0 | unclear | — | no doubt |
| THE LIMBOURNE TRUST | £120k | — | 0 | unclear | — | no doubt |
| A H BOULTON TRUST | £135k | — | 0 | unclear | — | no doubt |
| THE GEOFFREY BURTON CHARITABLE TRUST | £28k | — | 0 | above | — | no doubt |
| BORLETTI-BUITONI TRUST | £39k | £60,001 - £70,000 | 1 | above | — | no doubt |