THE DENIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST

Charity number: 1120167

Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 04 June 2024

Total income: £47,842

Total expenditure: £14,738

People

1 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making

What the charity does:

General Charitable Purposes

Who the charity helps:

Other Charities Or Voluntary Bodies

How the charity helps:

Makes Grants To Organisations

Where the charity operates:

Throughout England And Wales
Northern Ireland
Scotland

Governance

Registration history:

20 July 2007: Standard registration

Organisation type:

Other

Other names:

THE DENNIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST (Previous name)

Gift aid:

Not recognised by HMRC for gift aid

Other regulators:

Financial Conduct Authority

Policies:

Complaints handling
Complaints policy and procedures
Conflicting interests
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Land and property:

This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

LUDLOW TRUST COMPANY LTD

Trustee

06 April 2021

THE KATHLEEN SMITH FOUNDATION	Received: On time
MISS PATRICIA ANN HERBERTS CHARITABLE TRUST	Received: On time
GREEN AND LILIAN F M AINSWORTH AND FAMILY BENEVOLENT FUND	Received: On time
THE DENNARD FAMILY CHARITABLE TRUST	Received: On time
HARRY AUSTIN WILL TRUST	Received: On time
THE DANEGO CHARITABLE TRUST	Received: On time
THE ALBERT EDWARD PROCTER CHARITABLE TRUST	Received: On time
THE ROWLAND BETTY MEMORIAL TRUST	Received: 6 days late
THE BLOOMFIELD CHARITABLE TRUST	Received: On time
MEGAN VAN'T HOFF CHARITABLE TRUST	Received: On time
MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST	Received: On time
THE STEFAN AND MAY FRANCES KWASNIEWSKI CHARITABLE TRUST	Received: On time
ROSEMARY CONSTANCE REEVE ANGEL CHARITABLE TRUST	Received: On time
THE ELLEN MAVIS CHALK CHARITABLE TRUST	Received: On time
THE J COHEN FAMILY CHARITABLE TRUST	Received: On time
MRS IRIS NOREEN SETCHELL CHARITABLE TRUST	Received: On time
THE CHARLOTTE TANA HEYMANN CHARITABLE TRUST	Received: 13 days late
The Patricia Routledge Foundation	Received: On time
THE BARHAM CHARITABLE TRUST	Received: On time
THE VIOLET HELEN DIXON CHARITABLE TRUST	Received: On time
EDITH MURPHY FOUNDATION	Received: On time
MARGARET GUIDO'S CHARITABLE TRUST	Received: On time
THE MCCORQUODALE CHARITABLE TRUST
HEINRICH WOLFGANG DONNER SETTLEMENT	Received: On time
MRS ALICE LILIAN NASH WILL TRUST	Received: On time
THE HELEN ISABELLA MCMORRAN CHARITABLE FOUNDATION	Received: On time
THE GWENETH MOXON CHARITABLE TRUST	Received: On time
THE PANTHEON CHARITABLE TRUST	Received: On time
THE GALLUS TRUST	Received: On time
THE IRVING MEMORIAL TRUST	Received: On time
MR HERBERT MILLER'S CHARITABLE WILL TRUST	Received: 5 days late
MR HERBERT MILLER'S SETTLEMENT TRUST	Received: On time
THE GOLDCREST CHARITABLE TRUST	Received: On time
MISS EDITH MARY SAGE CHARITABLE TRUST	Received: On time
THE HARRY BACON FOUNDATION	Received: On time
THE GIGGLEMUG CHARITABLE TRUST	Received: On time
THE BETTY MARGARET LITTLER FOUNDATION	Received: On time
THE GARENNIE CHARITABLE TRUST	Received: On time
THE DINSWADE TRUST	Received: On time
THE A.M. PERRY CHARITABLE FOUNDATION	Received: 1 day late
THE LOIS CUMBERS CHARITABLE FOUNDATION	Received: On time
D J H CURRIE MEMORIAL TRUST	Received: On time
THE TOMLINSON FAMILY CHARITABLE TRUST	Received: On time
THE HELIANTHUS CHARITABLE TRUST	Received: On time
THE LIDBURY FAMILY TRUST	Received: On time
THE WILFRED AND ELSIE ELKES CHARITY FUND	Received: On time
THE MISS J K STIRRUP CHARITY TRUST	Received: On time
MARGARET JOAN CAMPION CHARITABLE TRUST	Received: On time
THE OAKWELL CHARITABLE TRUST	Received: On time
THE MONATREA CHARITABLE TRUST	Received: On time
THE LATE FRANCES CRABTREE CHARITABLE TRUST	Received: On time
THE ADLARD FAMILY CHARITABLE FOUNDATION	Received: On time
THE IAN KEITH AND SYLVIA KEITH CHARITABLE TRUST	Received: On time
THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST	Received: On time
THE MARGARET CHATTELL TRUST	Received: On time
THE GORDON ERNEST SILBERMAN CHARITABLE TRUST	Received: On time
THE LINLEY SHAW FOUNDATION	Received: On time
THE THOMAS MOFFITT CLARK CHARITABLE TRUST	Received: On time
THE IMP TRUST	Received: On time
CLARA E BURGESS CHARITY	Received: On time
THE DICKINSON CHARITABLE TRUST	Received: On time
CLAPP FAMILY CHARITABLE TRUST	Received: On time
THE POINTER FAMILY TRUST	Received: On time
THE BRYAN CHRISTOPHER CORRIGAN CHARITABLE TRUST	Received: On time
THE ANTHONY SCHOLEFIELD FOUNDATION	Received: On time
THE SEABY FOUNDATION	Received: On time
THE PAULINE BISHOP CHARITABLE TRUST	Received: On time
THE MARJORIE PURSER TRUST	Received: On time
THE HEDERA CHARITABLE TRUST	Received: On time
The Origin Foundation	Received: On time
THE AUTUMN STONE FOUNDATION	Received: On time
THE IVATT AND PAMELA SMITH CHARITABLE TRUST	Received: On time
THE BLYTH CHARITABLE TRUST	Received: 7 days late
THE HAPPY CHARITABLE TRUST	Received: On time
THE STATHAM FAMILY CHARITABLE TRUST	Received: On time
THE BANISTER CHARITABLE TRUST	Received: On time
ARTHUR JOHN LARKIN WILL TRUST	Received: On time
THE BEVERIDGE HERPETOLOGICAL TRUST	Received: On time
THE COUNT ZOLTAN ROSCO MARIA VON ROSENTHAL CHARITABLE TRUST	Received: On time
DR BARROW TRUST	Received: On time
EDITH AND W E ALKINS MEMORIAL FUND IN CONNECTION WITH WESTWOOD HIGH SCHOOL	Received: On time
HERBERT CHARLES COLEMAN WILL TRUST FUND	Received: On time
THE LATE MISS DORIS EVELYN CLARKE'S CHARITABLE TRUST	Received: On time
MISS EVELYN DAPHNE HARGREAVES CHARITABLE TRUST	Received: On time
THE GLADYS JONES CHARITABLE TRUST	Received: On time
MISS PAMELA RUSSELL'S CHARITABLE FOUNDATION	Received: On time
REGINALD AUGUSTUS EDWARD HENESY WILL TRUST	Received: On time
MRS ELDA CARAPIET'S 1961 SETTLEMENT	Received: On time
MRS ELIZABETH GRACE CHADWICK'S CHARITABLE TRUST	Received: On time
MRS J M PALMER-MOREWOOD CHARITABLE TRUST	Received: On time
THE PETER HEADRIDGE FUND	Received: On time
THE FRIEDEL HELENE WALSINGHAM AWARD	Received: On time
PHILIP AND GRANVILLE CHARITABLE TRUST	Received: On time
THE RAPHAEL AND MARIKA LEVY BENEVOLENT FUND	Received: On time
THE RONALDO FALCONER CHARITY	Received: On time
THE RUSSELL AND MARY FOREMAN 1980 CHARITABLE TRUST	Received: On time
THE ALAN STEPHEN CULLUM TRUST	Received: On time
THE ARDGOWAN CHARITABLE TRUST	Received: On time
THE ARTHUR RONALD DYER CHARITABLE TRUST	Received: On time
THE BARRY ANTHONY NEWSAM CHARITABLE TRUST	Received: On time
THE BASCULE CHARITABLE TRUST	Received: 1 day late
THE BESSIE ANN CANNING TRUST	Received: On time
THE CHARLES FREDERICK GREEN CHARITABLE TRUST	Received: On time
THE CHATTELL CHARITABLE WILL TRUST	Received: On time
THE CONSTANCE FAULDS CRAWFORD CHARITABLE TRUST	Received: On time
THE CRESSY FOUNDATION	Received: On time
THE DOROTHY GORDON CHARITABLE TRUST	Received: On time
THE DOROTHY HELEN HABBEN CHARITABLE TRUST	Received: On time
THE ELIZABETH MAISIE STAFFORD CHARITABLE TRUST	Received: On time
THE GILLARD MASON FOUNDATION CHARITABLE TRUST	Received: On time
THE GLYN CHARITABLE TRUST	Received: On time
THE HAMER CHARITABLE TRUST	Received: On time
THE IRENE NEWMAN CHARITABLE TRUST	Received: On time
THE JEAN MCCRACKEN CHARITABLE TRUST	Received: On time
THE JOAN WYATT CHARITABLE TRUST	Received: On time
THE JOHN WEILER FOUNDATION	Received: On time
THE LEAVER FAMILY CHARITABLE TRUST	Received: On time
THE LOUISE EDITH COLLIS CHARITABLE TRUST	Received: On time
THE MAGPIE CHARITABLE TRUST	Received: On time
THE MARGARET SEVILLA STAPLES CHARITABLE TRUST	Received: On time
THE MAUREEN BEATRICE MCGARVEY CHARITABLE TRUST	Received: On time
THE MAURICE HENRY ROE CHARITABLE TRUST	Received: On time
THE MCGILVRAY CHARITABLE FOUNDATION	Received: On time
THE NINA LOUISE SPREADBURY CHARITABLE TRUST	Received: On time
THE PAMELA CORDELIA SMITH CHARITABLE TRUST	Received: On time
THE RECKITT FAMILY CHARITABLE TRUST	Received: On time
THE REGINALD AND ENA HILL FOUNDATION	Received: On time
THE RONALD ROY NEWMAN AND MRS IRENE NEWMAN CHARITABLE TRUST	Received: On time
THE SACHS FOUNDATION	Received: On time
THE VERONIQUE CHARITABLE TRUST	Received: On time
THE YERBURY FAMILY CHARITABLE TRUST	Received: On time
THE TOM LETHABY MEMORIAL TRUST	Received: On time
THE BEEHIVE FUND	Received: On time
THE ORCHARD CHARITABLE FOUNDATION	Received: On time
THE PORTO CHARITABLE TRUST	Received: On time
THE ROY PROCTOR FOUNDATION	Received: On time
THE WATSON HOPE FOUNDATION	Received: On time
THE WITHEREN FOUNDATION	Received: On time
THE MUMFORD MEMORIAL TRUST	Received: On time
EDITH AND W E ALKINS MEMORIAL FUND IN CONNECTION WITH LEEK HIGH SCHOOL	Received: On time
THE HARGREAVES CHARITABLE TRUST	Received: On time
THE TOR TRUST	Received: On time
THE ATLANTA CHARITABLE TRUST	Received: On time
THOMAS CAREY'S CHARITY FOR ST MARYS CHURCH, MARYPORT	Received: On time
MISS FREDERICA ELEANOR ISABEL HILDREY DECEASED	Received: On time
THE TRESKA FOUNDATION	Received: On time
MISS LYRA ADOLPHINA EMMY KOETTGEN CHARITABLE TRUST	Recently registered

Financial history

Financial period end date

Income / Expenditure	04/06/2020	04/06/2021	04/06/2022	04/06/2023	04/06/2024
Total gross income	£26.33k	£19.40k	£26.27k	£26.91k	£47.84k
Total expenditure	£57.49k	£46.24k	£12.29k	£69.78k	£14.74k
Income from government contracts	N/A	N/A	N/A	N/A	N/A
Income from government grants	N/A	N/A	N/A	N/A	N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.

Title	Reporting year	Date received	Received	Download
Annual return	04 June 2024	11 March 2025	On Time
Accounts and TAR	04 June 2024	11 March 2025	On Time	Download Open in new window
Annual return	04 June 2023	25 March 2024	On Time
Accounts and TAR	04 June 2023	25 March 2024	On Time	Download Open in new window
Annual return	04 June 2022	31 March 2023	On Time
Accounts and TAR	04 June 2022	31 March 2023	On Time	Download Open in new window
Annual return	04 June 2021	30 March 2022	On Time
Accounts and TAR	04 June 2021	Not Required
Annual return	04 June 2020	25 February 2021	On Time
Accounts and TAR	04 June 2020	25 February 2021	On Time	Download Open in new window

Submit annual return

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 4 JUNE 2007

Charitable objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY -ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THE RIGHT OF THE TRUSTEES TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:: Ludlow Trust Co Ltd
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ
Phone:: 01173138200
Email:: charitabletrusts@ludlowtrust.com
Website:: https://funding.ludlowtrust.com Open in new window