MARY BOTTJER CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 4 July 2006
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £44,831
Latest expenditure: £34,718
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 3-5 SANSOME PLACE, WORCESTER, WR1 1UQ

02 Activities

What the charity does

TO FURTHER THE EDUCATION OF CHILDREN ATTENDING INDEPENDENT SCHOOLS IN THE AREA.AWARDING SCHOLARSHIPS, EXHIBITIONS BURSERIES OR MAINTENANCE ALLOWANCES. FINANCIAL ASSISTANCE FOR PROVISION OF OUTFITS, BOOKS ETC. GRANTS OR MAINTENANCE ALLOWANCES FOR TRAVEL IN UK OR ABROAD. ELIGIBILITY UNDER 18 YEARS RESIDENT IN OR ATTENDING EDUCATIONAL ESTABLISHMENT IN THAT AREA. ALL GRANTSAT TRUSTEES DISCRETION

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 5 January 2026
Date Accounts Received: 5 January 2026
Total Gross Income: £44,831
Total Gross Expenditure: £34,718

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 20 January 2025
Date Accounts Received: 20 January 2025
Total Gross Income: £35,002
Total Gross Expenditure: £22,589

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 2 December 2024
Total Gross Income: £3,000
Total Gross Expenditure: £2,670

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 12 October 2022
Total Gross Income: £1,830
Total Gross Expenditure: £27,961

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 14 January 2022
Total Gross Income: £1,282
Total Gross Expenditure: £0

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 5 January 2026
Total Gross Income: £44,831
Total Gross Expenditure: £34,718
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 20 January 2025
Total Gross Income: £35,002
Total Gross Expenditure: £22,589
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Worcestershire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

07 Official extract

Charity Event History

Charity Name: MARY BOTTJER CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-07-04T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 30 MARCH 2006
Charitable Objects: 1 THE MAIN OBJECT OF THE CHARITY SHALL BE TO FURTHER THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF CHILDREN ATTENDING INDEPENDENT SCHOOLS IN THE AREA OF THE COUNTY OF WORCESTERSHIRE.2A IN AWARDING BURSARIES AT INDEPENDENT SCHOOLS IN THE AREA OF THE COUNTY OF WORCESTER TO CHILDREN WHO SATISFY THE ELIGIBILITY MENTIONED BELOW ('ELIGIBLE CHILDREN');2B IN AWARDING SCHOLARSHIPS, EXHIBITIONS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT APPROVED BY THE TRUSTEES;C IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ELIGIBLE CHILDREN ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE THEM FOR OR ASSIST THEIR ENTRY INTO A TRADE PROFESSION OR SERVICE;2D IN AWARDING TO ELIGIBLE CHILDREN GRANTS OR MAINTENANCE ALLOWANCES TO ENABLE THEM TO TRAVEL WHETHER IN THE UNITED KINGDOM OR ABROAD IN FURTHERANCE OF THEIR EDUCATION;2E IN OTHERWISE FURTHERING THE EDUCATION OF ELIGIBLE CHILDREN;2F 'ELIGIBLE CHILDREN' SHALL MEAN PERSONS UNDER 18 YEARS OF AGE WHO, OR WHOSE PARENTS OR GUARDIANS, ARE RESIDENT IN HALLOW OR WHO ARE ATTENDING OR HAVE FOR NOT LESS THAN THREE YEARS ATTENDED A MAINTAINED SCHOOL OR AN EDUCATIONAL ESTABLISHMENT IN THAT AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE.3 TO APPLY SUCH YEARLY SUM AS THE TRUSTEES THINK FIT FROM TIME TO TIME IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY OR MAINTAINED IN SCHOOLS IN THE WORCESTER AREA AS SHALL BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF ANY SCHOOL.
Area Of Benefit: COUNTY OF WORCESTERSHIRE

09 Official extract

Charity Policy

Policy Name: Investment