Finance Score: -10

Governance Score: 2

Support Score: 0

Accounts overdue -5
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -8

MARY BOTTJER CHARITABLE TRUST

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

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/22	£2	£28	£-26	n/a	n/a	n/a	n/a	n/a
31/03/21	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/03/20	£5	£3	£2	n/a	n/a	n/a	n/a	n/a
31/03/19	£4	£0	£4	n/a	n/a	n/a	n/a	n/a
31/03/18	£2	£0	£2	£0	£0	£0	NAN	0
31/03/17	£4	£0	£4	£0	£0	£0	NAN	0
31/03/16	£2	£0	£2	£0	£0	£0	NAN	0
31/03/15	£1	£0	£1	£0	£0	£0	NAN	0
31/03/14	£3	£0	£3	£0	£0	£0	NAN	0
31/03/13	£1	£4	£-3	£0	£0	£0	n/a	0
31/03/12	£3	£5	£-2	£0	£0	£0	n/a	0
31/03/11	£3	£5	£-3	£0	£0	£0	n/a	0
31/03/10	£0	£7	£-7	£0	£0	£0	n/a	0
31/03/09	£5	£4	£1	£0	£0	£0	n/a	0
31/03/08	£7	£1	£5	£0	£0	£0	n/a	0
31/03/07	£5	£0	£5	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 18 years

andrew.duncan@hwhlaw.co.uk

01905731731

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals

Where it operates

Worcestershire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ANN JANET BOWLCOTT

CHRISTINE DAWN COLLINS Appointed: 2020

DAVID ROBERTSON CORMACK Appointed: 2018

ALAN PURCHON, Other trusteeship: THE ARMCHAIR TRUST CIO,

ANDREW GRANT DUNCAN, Other trusteeships: ALFRICK EDUCATIONAL CHARITY, THE CHARLES HASTINGS EDUCATION CENTRE,

Legal constitution

Charity registered in England & Wales on 04/07/2006, number: 1115057

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

16 returns made; all on time

Main office

16 THE TYTHING
WORCESTER
WR1 1HD

Objectives

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.

Defined Area of Benefit:

COUNTY OF WORCESTERSHIRE

Data Sources