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THE DENIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST

Registered charity 1120167 · accounts filings on the Charity Commission register · also known as THE DENNIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Causes: General Charitable Purposes · website · Get email alerts

Latest income
£37k
Latest spending
£84k
Registered
2007
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held free reserves of £29,750 at the end of the reporting period, down from £70,554 in the previous year. The trustees pursue a policy of maintaining free reserves to cover future needs, contingencies, and risks. No funds were in deficit, and the independent examiner confirmed no material matters were identified during the examination.

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

What the accounts disclose

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: £30k)
“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 FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Ludlow Trust Company, a corporate trustee, received fees for trust administration and cash management services.
“During the year Ludlow Trust Company were paid fees for trust administration services and cash management fees of £9,886 (2024: £8,425). These fees are authorised under clause 13 of the trust deed.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
04/06/2025£37k£84k
04/06/2024£48k£15k
04/06/2023£27k£70k
04/06/2022£26k£12k
04/06/2021£19k£46k

Common questions

Is THE DENIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity held free reserves of £29,750 at the end of the reporting period, down from £70,554 in the previous year. The trustees pursue a policy of maintaining free reserves to cover future needs, contingencies, and risks. No funds were in deficit, and the independent examiner confirmed no material matters were identified during the examination. Its FY2025 accounts were independently examined.