Charity Accounts Intelreading the accounts so you don’t have to

MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST

Registered charity 1099242 · accounts filings on the Charity Commission register

To benefit Salvation Army, RSPCA, RNLI and Macmillan Cancer Relief.

Causes: The Advancement Of Health Or Saving Of Lives · Religious Activities · Animals · Get email alerts

Latest income
£38k
Latest spending
£50k
Registered
2003
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that the charity held unrestricted free reserves of £3,734 at the end of the reporting period, with a stated policy to maintain free reserves to cover future needs and contingencies. Total incoming resources were £13,788, while grants awarded totaled £38,496, funded in part by transfers from expendable endowment funds. The independent examiner confirmed that no material matters came to their attention regarding the accounts.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income and bank interest (100% of income)
“Total incoming resources for the year were £13,788 (2025: £20,984), comprising investment income and bank interest.”
Per its FY2026 accounts as filed with the Charity Commission.
Reserves policy: maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks (held: £4k)
“The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks.”
Per its FY2026 accounts as filed with the Charity Commission.
Payments to trustees: Ludlow Trust Company (corporate trustee) received £7,021 for administration/cash management. No individual trustees received remuneration.
“No trustee received any remuneration nor reimbursed any expenses in the year under review. Ludlow Trust Company was paid fees £7,021 (2025: £8,480) for trust administration and cash management fees during the year under review.”
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Ludlow Trust Company, a corporate trustee, was paid fees for trust administration and cash management.
“Ludlow Trust Company was paid fees £7,021 (2025: £8,480) for trust administration and cash management fees during the year under review. These fees are authorised under clause 2 of the trust deed.”
Per its FY2026 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
15/02/2026£38k£50k
15/02/2025£48k£53k
15/02/2024£21k£51k
15/02/2023£15k£8k
15/02/2022£14k£8k

Common questions

Is MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that the charity held unrestricted free reserves of £3,734 at the end of the reporting period, with a stated policy to maintain free reserves to cover future needs and contingencies. Total incoming resources were £13,788, while grants awarded totaled £38,496, funded in part by transfers from expendable endowment funds. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2026 accounts were independently examined.