THE HERMITAGE TRUST
Charity number: 1127129
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The Charity was set up to provide financial support to other financial charities.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £222,440
Total expenditure: £67,469
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
- The Advancement Of Health Or Saving Of Lives
Who the charity helps:
- Other Charities Or Voluntary Bodies
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 10 December 2008: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds 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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Jason Royston Osborne-Bartram | Trustee | 01 July 2025 |
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| JULIAN OSBORNE BARTRAM | Trustee |
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| SIMON MARTIN OSBORNE BARTRAM | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
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Total gross income | £70.36k | £70.06k | £66.19k | £68.90k | £222.44k | |
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Total expenditure | £35.06k | £100.09k | £21.98k | £124.00k | £67.47k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 05 April 2024 | 04 February 2025 | On time | |
| Accounts and TAR | 05 April 2024 | 04 February 2025 | On time | Download Open in new window |
| Annual return | 05 April 2023 | 02 February 2024 | On time | |
| Accounts and TAR | 05 April 2023 | 02 February 2024 | On time | Download Open in new window |
| Annual return | 05 April 2022 | 26 May 2023 | 110 days late | |
| Accounts and TAR | 05 April 2022 | 26 May 2023 | 110 days late | Download Open in new window |
| Annual return | 05 April 2021 | 10 March 2022 | 33 days late | |
| Accounts and TAR | 05 April 2021 | 10 March 2022 | 33 days late | Download Open in new window |
| Annual return | 05 April 2020 | 30 April 2021 | 84 days late | |
| Accounts and TAR | 05 April 2020 | 12 May 2021 | 96 days late | Download Open in new window |