THE BERNADETTE CHARITABLE TRUST
The trust supports general charitable purposes and only causes known to trustees are considered. The trust does not respond to unsolicited applications and does not make grants to individuals.
Financial health, per its FY2025 accounts
The accounts state that the Trust reported a net income deficit of £90,101 for the year ended 5 April 2025, driven by charitable donations of £65,250 and net investment losses of £56,731. Per the trustees' report, the unrestricted fund balance decreased to £956,660, with a reserves policy intending to retain reserves at current levels to maintain regular income. The Trust has no employees and is administered by trustees on a voluntary basis.
What the accounts disclose
“It is their intention to retain reserves at their current level (adjusted if necessary for inflation) in order to maintain a regular income to be used for charitable purposes as set out in the trust deed.” — page 7
Trustees
- JEROME O'HEA OBEchair
- Christina Mary Fitzsimons
- ELIZABETH MARY O'HEA
- Simon O'Hea
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £41k | £75k |
| 05/04/2024 | £44k | £55k |
| 05/04/2023 | £46k | £102k |
| 05/04/2022 | £35k | £67k |
| 05/04/2021 | £24k | £58k |
Common questions
Is THE BERNADETTE CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust reported a net income deficit of £90,101 for the year ended 5 April 2025, driven by charitable donations of £65,250 and net investment losses of £56,731. Per the trustees' report, the unrestricted fund balance decreased to £956,660, with a reserves policy intending to retain reserves at current levels to maintain regular income. The Trust has no employees and is administered by trustees on a voluntary basis. Its FY2025 accounts were independently examined.