THE BARTLETT TAYLOR CHARITABLE TRUST
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
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.
What the accounts disclose
“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
Policies the charity declares
- 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
- Social media 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)
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
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).
Trustees
- MR G T ALTYchair
- Glenn Milner
- Janice Warner
- Jonathan Smith
- MRS K BRADLEY
- MRS S BOYD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| HAEMOCHROMATOSIS UK | FY2022 | £250 |
Charities like this
- Tinsley Charitable Trust
- THE GUNTER CHARITABLE TRUST
- BATHGATE CHARITABLE TRUST
- G L TILLOTSON CHARITABLE TRUST
- THE HARRIET BURTON CHARITABLE TRUST
- MARTIN CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BARTLETT TAYLOR CHARITABLE TRUST | £96k | — | 0 | above | — | no doubt |
| Tinsley Charitable Trust | £420k | — | 0 | unclear | — | no doubt |
| THE GUNTER CHARITABLE TRUST | £112k | — | 0 | unclear | — | no doubt |
| BATHGATE CHARITABLE TRUST | £230k | — | 0 | unclear | — | no doubt |
| G L TILLOTSON CHARITABLE TRUST | £26k | — | 0 | unclear | — | no doubt |
| THE HARRIET BURTON CHARITABLE TRUST | £29k | — | 0 | unclear | — | no doubt |