THE BMTA TRUST

Registered charity 273978 · accounts filings on the Charity Commission register · also known as B.M.T.A. EDUCATIONAL AND WELFARE TRUST LIMITED, BMTA EDUCATIONAL AND WELFARE TRUST LIMITED, BMTA WELFARE TRUST LIMITED, THE BMTA TRUST LIMITED

Making of welfare grants to individuals, with a preference for individuals or their related dependents who are employed in the Motor Trade or Motor Industry.

Objects

The objects of the CIO are to provide grants to:a) Persons resident in the United Kingdom, Channel Islands or Isle of Man who are poor, needy, incapacitated, infirm or otherwise in necessitous circumstances and the wives, widows, husbands, widowers, parents, children or other dependents of such persons with a preference for persons who are employed or have been employed in the motor trade or motor industry; b) Other charitable organisations located in the United Kingdom, Channel Islands or Isle of Man with the purpose of providing support to the same persons as identified in a) above; c) Training institutions or similar organisations located in the United Kingdom, the Channel Islands or the Isle of Man providing training and support related to the motor trade or motor industry to persons who are either employed or are seeking to be employed in the motor trade or motor industry; andd) Persons resident in the United Kingdom, Channel Islands or Isle of Man who are poor, needy or otherwise in necessitous circumstances that are receiving training or support from institutions or organisations eligible for grant support under c) above.

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: Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Elmbridge, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £6,464,451, supported by significant investment assets valued at £6,203,656 and cash reserves of £258,301. The trustees confirm that the financial position is satisfactory and that there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

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.

• Investment
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Alan Gall
• DAVID EDWARD MAIN · trustee of 2 other charities
• David Kim Garratt
• Helen Annette Burrows
• MR ALASDAIR DAVID HARVEY PEARSON · trustee of 1 other charity
• MR SIMON GRAHAM MORRIS CAFFYN
• Stuart George James

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ABTA BENEVOLENT FUND.

• THE ABTA BENEVOLENT FUND income £202k
• THE 4814 TRUST income £2.3m
• THE HUMANITARIAN TRUST income £240k
• LAWSON BECKMAN CHARITABLE TRUST income £239k
• M O CHARITABLE TRUST income £146k
• BRITISH HUMANE ASSOCIATION income £120k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.