MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 2 September 2003
Removed: Not supplied
Financial period: 16 February 2025 – 15 February 2026
Latest income: £38,201
Latest expenditure: £49,551
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Ludlow Trust Co Ltd, Tower Wharf, Cheese Lane, BRISTOL, BS2 0JJ

02 Activities

What the charity does

To benefit Salvation Army, RSPCA, RNLI and Macmillan Cancer Relief.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 16 February 2025
Fin Period End Date: 15 February 2026
Ar Cycle Reference: AR26
Reporting Due Date: 15 December 2026
Date Annual Return Received: 4 August 2026
Date Accounts Received: 4 August 2026
Total Gross Income: £38,201
Total Gross Expenditure: £49,551

Fin Period Start Date: 16 February 2024
Fin Period End Date: 15 February 2025
Ar Cycle Reference: AR25
Reporting Due Date: 15 December 2025
Date Annual Return Received: 16 December 2025
Date Accounts Received: 16 December 2025
Total Gross Income: £48,404
Total Gross Expenditure: £52,739

Fin Period Start Date: 16 February 2023
Fin Period End Date: 15 February 2024
Ar Cycle Reference: AR24
Reporting Due Date: 15 December 2024
Date Annual Return Received: 26 November 2024
Total Gross Income: £20,597
Total Gross Expenditure: £50,680

Fin Period Start Date: 16 February 2022
Fin Period End Date: 15 February 2023
Ar Cycle Reference: AR23
Reporting Due Date: 15 December 2023
Date Annual Return Received: 4 December 2023
Total Gross Income: £14,625
Total Gross Expenditure: £7,644

Fin Period Start Date: 16 February 2021
Fin Period End Date: 15 February 2022
Ar Cycle Reference: AR22
Reporting Due Date: 15 December 2022
Date Annual Return Received: 5 December 2022
Total Gross Income: £14,056
Total Gross Expenditure: £8,364

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 16 February 2025
Fin Period End Date: 15 February 2026
Ar Due Date: 15 December 2026
Ar Received Date: 4 August 2026
Total Gross Income: £38,201
Total Gross Expenditure: £49,551
Grant Making Is Main Activity: Yes
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 16 February 2024
Fin Period End Date: 15 February 2025
Ar Due Date: 15 December 2025
Ar Received Date: 16 December 2025
Total Gross Income: £48,404
Total Gross Expenditure: £52,739
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 16 February 2023
Fin Period End Date: 15 February 2024
Ar Due Date: 15 December 2024
Ar Received Date: 26 November 2024
Total Gross Income: £20,597
Total Gross Expenditure: £50,680
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 16 February 2022
Fin Period End Date: 15 February 2023
Ar Due Date: 15 December 2023
Ar Received Date: 4 December 2023
Total Gross Income: £14,625
Total Gross Expenditure: £7,644
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 16 February 2021
Fin Period End Date: 15 February 2022
Ar Due Date: 15 December 2022
Ar Received Date: 5 December 2022
Total Gross Income: £14,056
Total Gross Expenditure: £8,364
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 111
Classification Type: What
Classification Description: Animals

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

07 Official extract

Charity Event History

Charity Name: MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-09-02T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT BRISTOL PROBATE REGISTRY ON 17 APRIL 2003
Charitable Objects: TO OR FOR THE BENEFIT OF ALL OR SUCH ONE OR MORE OF THE FOLLOWING CHARITIES:- SALVATION ARMY ROYAL SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (RSCPA) ROYAL NATIONAL LIFEBOAT INSTITUTE (RNLI) MACMILLAN CANCER RELIEF IN SUCH SHARES IF MORE THAN ONE AND IN SUCH MANNER AS THE TRUSTEE SHALL FROM TIME TO TIME THINK FIT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Complaints policy and procedures