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.

Objects

TO OR FOR THE BENEFIT OF ALL OR SUCH ONE OR MORE OF THE FOLLOWING CHARITIES:- SALVATION ARMY ROYAL SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (RSCPA) ROYAL NATIONAL LIFEBOAT INSTITUTE (RNLI) MACMILLAN CANCER RELIEF IN SUCH SHARES IF MORE THAN ONE AND IN SUCH MANNER AS THE TRUSTEE SHALL FROM TIME TO TIME THINK FIT.

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

Registered contact address: Bristol, City of, South West, England (from the postcode on the register)

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

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

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• 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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 15/02/2025 (received 16/12/2025, 1 day after the 15/12/2025 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• LUDLOW TRUST COMPANY LTD · trustee of 137 other charities

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MARGARET JOAN CAMPION CHARITABLE TRUST.

• MARGARET JOAN CAMPION CHARITABLE TRUST income £47k
• THE MARGARET BUTCHERS CHARITABLE TRUST income £26k
• MISS RENE ETHEL CHECKLAND CHARITABLE TRUST income £34k
• THE DENIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST income £37k
• MRS IRIS NOREEN SETCHELL CHARITABLE TRUST income £32k
• HANNAH VIVIENNE DELMA JAMES DECEASED CHARITABLE TRUST income £64k

Side by side with its peers

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