THE BOUTTELL BEQUEST

Registered charity 1020121 · accounts filings on the Charity Commission register · also known as THE B B TRUST, THE BOUTELL BEQUEST

Making grants to charities and for charitable purposes in England and Wales but mainly in Oxfordshire and Buckinghamshire

Objects

TO FURTHER SUCH CHARITABLE PURPOSES AND TO ASSIST SUCH CHARITABLE INSTITUTIONS ESTABLISHED IN ENGLAND AND WALES AS THE TRUSTEES FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Get email alerts

Latest income
£89k
Latest spending
£81k
Registered
1993
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds stood at £34,167, which is below the trustees' stated policy target of maintaining reserves equivalent to twelve months of expenditure. The charity reported a net decrease in total funds of £127,231 due to investment losses, though the trustees consider the overall financial position satisfactory.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income (100% of income)
“The only source of income for the charity is the investment income from the two portfolios lodged with independent stockbrokers - Rathbones and J M Finn & Co.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: twelve months expenditure (held: £34k)
“It is the policy of the trust that unrestricted funds which have not been designated for a specific purpose should be maintained at a level equivalent to twelve months expenditure.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Buckinghamshire · Oxfordshire

Income and spending

Financial year endIncomeSpending
05/04/2025£89k£81k
05/04/2024£93k£101k
05/04/2023£93k£85k
05/04/2022£95k£112k
05/04/2021£87k£88k

Common questions

Is THE BOUTTELL BEQUEST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds stood at £34,167, which is below the trustees' stated policy target of maintaining reserves equivalent to twelve months of expenditure. The charity reported a net decrease in total funds of £127,231 due to investment losses, though the trustees consider the overall financial position satisfactory. Its FY2025 accounts were independently examined.