THE HERMITAGE TRUST
The Charity was set up to provide financial support to other financial charities.
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.
What the accounts disclose
Property (HM Land Registry)
Trustees
- JULIAN OSBORNE BARTRAM
- Jason Royston Osborne-Bartram
- SIMON MARTIN OSBORNE BARTRAM
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £73k | £172k |
| 05/04/2024 | £222k | £67k |
| 05/04/2023 | £69k | £124k |
| 05/04/2022 | £66k | £22k |
| 05/04/2021 | £70k | £100k |
Common questions
Is THE HERMITAGE TRUST financially healthy?
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. Its FY2025 accounts were independently examined.