THE HERMITAGE TRUST

Registered charity 1127129 · accounts filings on the Charity Commission register

The Charity was set up to provide financial support to other financial charities.

Objects

1 TO ADVANCE ANY LAWFUL CHARITABLE PURPOSE AT THE DISCRETION OF THE TRUSTEES2 THE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY IN PROMOTING THE OBJECTS

Area of benefit: UNDEFINED. IN PRACTICE, NATIONAL.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted cash reserves and investments amounted to £1,125,003 at cost value as of 5 April 2025. The trustees report that the charity has no reserves policy because it uses investment-generated funds to make grants with minimal overheads. The independent examiner confirmed that no material matters came to their attention during the examination of the accounts.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

• JULIAN OSBORNE BARTRAM
• Jason Royston Osborne-Bartram
• SIMON MARTIN OSBORNE BARTRAM

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

Operates in: Throughout England And Wales

Income and spending

Common questions