THE BARTLETT TAYLOR CHARITABLE TRUST

Registered charity 285249 · accounts filings on the Charity Commission register

Makes grants to individuals and organisations. Does not routinely make educational grants.

Objects

TO PAY OR APPLY THE NET INCOME TO OR FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTION OR INSTITUTIONS PURPOSE OR PURPOSES IN SUCH SHARES BETWEEN THEM AND IF MORE THAN ONE AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT WITH POWER TO APPLY THE WHOLE OR ANY PART OR PARTS OF SUCH INCOME IN OR TOWARDS THE ESTABLISHMENT OF ANY ONE OR MORE CHARITABLE INSTITUTIONS OR ORGANISATIONS

Area of benefit: UNDEFINED

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 · website · Get email alerts

Registered contact address: West Oxfordshire, South East, England (from the postcode on the register)

Latest income
£96k
Latest spending
£132k
Registered
1982
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased by £239,168 to £2,053,599, primarily due to unrealised investment losses. The trustees consider the remaining reserves adequate for future purposes and report no material uncertainties regarding the charity's ability to continue its activities.

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

What the accounts disclose

Reserves policy: adequate funding of assets to enable the Grants to be maintained on the basis that approved grants should as far as possible be matched to the realised income (reserves figure: £2.1m)
“It is the policy of the Trustees to maintain Reserves to provide adequate funding of assets to enable the Grants to be maintained on the basis that approved grants should as far as possible be matched to the realised income.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

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.

Self-declared on the annual return for the financial year ending 05/04/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2023

  • Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
  • Grant-making is its main activity

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, 3 were received after the due date: year ending 05/04/2025 (received 10/02/2026, 5 days after the 05/02/2026 due date); year ending 05/04/2023 (received 07/05/2024, 92 days after the 05/02/2024 due date); year ending 05/04/2022 (received 09/02/2023, 4 days after the 05/02/2023 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

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

Operates in: Oxfordshire

Income and spending

Financial year endIncomeSpending
05/04/2025£96k£132k
05/04/2024£92k£92k
05/04/2023£93k£129k
05/04/2022£82k£105k
05/04/2021£62k£121k

Common questions

Is THE BARTLETT TAYLOR CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves decreased by £239,168 to £2,053,599, primarily due to unrealised investment losses. The trustees consider the remaining reserves adequate for future purposes and report no material uncertainties regarding the charity's ability to continue its activities. Its FY2025 accounts were independently examined.

Who funds THE BARTLETT TAYLOR CHARITABLE TRUST?

Funders whose own accounts filings name THE BARTLETT TAYLOR CHARITABLE TRUST as a grant recipient include HAEMOCHROMATOSIS UK.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
HAEMOCHROMATOSIS UKFY2022£250

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Tinsley Charitable Trust.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE BARTLETT TAYLOR CHARITABLE TRUST£96k—0above—no doubt
Tinsley Charitable Trust FY2026£420k—0unclear—no doubt
THE GUNTER CHARITABLE TRUST FY2025£112k—0unclear—no doubt
BATHGATE CHARITABLE TRUST FY2025£230k—0unclear—no doubt
G L TILLOTSON CHARITABLE TRUST FY2025£26k—0unclear—no doubt
THE HARRIET BURTON CHARITABLE TRUST FY2025£29k—0unclear—no doubt

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