THE BOUTTELL BEQUEST
Making grants to charities and for charitable purposes in England and Wales but mainly in Oxfordshire and Buckinghamshire
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.
What the accounts disclose
“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
“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
Trustees
- CAROLINE MARY RATHBONE
- ELIZABETH OSBORN
- JOHN FREDERICK RATHBONE
- Stephen Joseph Porter
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.