THE BMTA TRUST

Charity number: 273978
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £199,533
Total expenditure: £164,556

People

8 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 08 May 1977: Standard registration
Organisation type:
CIO
Other names:
  • B.M.T.A. EDUCATIONAL AND WELFARE TRUST LIMITED (Previous name)
  • BMTA EDUCATIONAL AND WELFARE TRUST LIMITED (Previous name)
  • BMTA WELFARE TRUST LIMITED (Previous name)
  • THE BMTA TRUST LIMITED (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Alan Gall Trustee 15 January 2025
None on record
David Kim Garratt Trustee 24 July 2024
None on record
Helen Annette Burrows Trustee 19 November 2022
None on record
Stuart George James Trustee 11 November 2022
None on record
DAVID EDWARD MAIN Trustee 21 November 2017
HURST BOWLING CLUB
Received: On time
OAKWOOD YOUTH CHALLENGE
Received: On time
Foundation Church
Received: On time
Kaye Humby Trustee 15 March 2016
None on record
MR SGM CAFFYN Trustee
None on record
MR A PEARSON Trustee
RED BALLOON LEARNER CENTRE READING
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £237.33k £248.92k £250.13k £196.78k £199.53k
Total expenditure £233.99k £225.08k £222.13k £195.86k £164.56k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2024 20 January 2025 On Time
Accounts and TAR 30 June 2024 20 January 2025 On Time Download Open in new window
Annual return 30 June 2023 05 December 2023 On Time
Accounts and TAR 30 June 2023 05 December 2023 On Time Download Open in new window
Annual return 30 June 2022 04 December 2022 On Time
Accounts and TAR 30 June 2022 04 December 2022 On Time Download Open in new window
Annual return 30 June 2021 14 December 2021 On Time
Accounts and TAR 30 June 2021 14 December 2021 On Time Download Open in new window
Annual return 30 June 2020 08 February 2021 On Time
Accounts and TAR 30 June 2020 08 February 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION CONVERSION DATED 27 MAR 2024 as amended on 15 Jan 2025

Charitable 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; and d) 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

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
The BMTA Trust
27 Old Gloucester Street
LONDON
WC1N 3AX
Phone:
02073154142
Email:
enquiries@bmtatrust.org.uk
Website:

https://bmtatrust.org.uk/ Open in new window