Charity registration number 1069927 (England and Wales)
THE BARTLE FAMILY CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2025
THE BARTLE FAMILY CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
| Trustees | Mrs P A Bartle |
|---|---|
| Mr J Bartle CBE | |
| Mrs J M Wrath | |
| Mrs S Walters | |
| Charity number | 1069927 |
| Registered office | 214 Amersham Road |
| Hazlemere | |
| High Wycombe | |
| Bucks | |
| HP15 7QT | |
| Independent examiner | Keir Singleton |
| S&W Audit | |
| 22 Wycombe End | |
| Beaconsfield | |
| Buckinghamshire | |
| HP9 1NB |
THE BARTLE FAMILY CHARITABLE TRUST
CONTENTS
| Page | |
|---|---|
| Trustee's report | 1 - 2 |
| Independent examiner's report | 3 |
| Statement of financial activities | 4 |
| Balance sheet | 5 |
| Notes to the financial statements | 6 - 9 |
THE BARTLE FAMILY CHARITABLE TRUST
TRUSTEE'S REPORT
FOR THE YEAR ENDED 31 DECEMBER 2025
The trustees have pleasure in presenting the report and financial statements for the year ended 31 December 2025.
The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Companies Act 2006 and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019).
Objectives and activities
The Trustees shall hold the Trust Fund and its income upon trust to apply them for or towards such purposes which are exclusively charitable according to the law of England and Wales and to make such donations to such institutions and foundations (whether corporate or not) and trusts and undertakings established for such purposes at such times and in such manner as the Trustees think fit.
Public benefit
To achieve our objectives for the year and planning our use of the centre, the trustees have considered the Charity Commission's guidance on public benefit, including the guidance 'public benefit: running a charity (PB2)'.
Achievements and performance
The objects of the charity are wide, and the charitable activities of the trust are carried out by making grants to other charitable institutions.
These grants, listed in note 4 to the accounts, tend to be small and made to small charities where this will make a difference. The Trustees support various charities within the Beds, Bucks and Herts geographical area.
Financial review
For the year ended 31 December 2025, the charity reported a net income deficit of £1,780 (2024: deficit of £3,346). Grants payable totalled £50,500 (2024: £51,000). There was loss of £nil on quoted investments (2024: Loss of £519). Overall, the total funds of the charity decreased by £1,780 (2024: decreased by £3,865).
As at 31 December 2025, the charity had total charity funds of £35,913 (2024: £37,693).
By a declaration of trust dated 10 June 2025, Mr Bartle transferred 297 shares in Findlay Park Funds ICAV American Inc (USD) (equating to c.£50,000) to the charity.
Reserves policy
It is the policy of the trustees to distribute the majority of trust funds, both capital and income, retaining only a small reserve. The trustees are aware that they cannot support the current level of donations unless further funds continue to be added.
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THE BARTLE FAMILY CHARITABLE TRUST
TRUSTEE'S REPORT (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2025
Structure, governance and management
The Bartle Family Charitable Trust is constituted by a declaration of trust dated 3 March 1998 and is registered with the Charity Commission, charity number 1069927.
The trustees who are also the directors for the purposes of company law, and who served during the year and up to the date of the financial statements were:
Mrs P A Bartle Mr J Bartle CBE Mrs J M Wraith Mrs S Walters
Recruitment and appointment of trustees
Trustees are appointed by resolution of the trustee passed at a special meeting.
In selecting persons to be appointed as trustees, the trustees shall take into account the benefits of appointing a person who is able, by virtue of his or her personal or professional qualifications, to make a contribution to the pursuit of the objects or the management of the Charity.
Organisational structure
The board of trustees, which has a minimum of 3 members, administers the charity. The board meets regularly depending on the needs of the Centre, with quarterly meeting being the minimum number during the year. Subcommittees are formed from time to time for specific purposes. There were no subcommittees during the year.
Trustees' Declaration
The trustees of The Bartle Family Charitable Trust confirm that these accounts comply with all current statutory requirements and with the 1998 declaration of trust.
The trustees are of the opinion that there are sufficient funds available to fulfil their current obligations and ongoing donations policy. The charity is dependent on the continuing financial support of Mr J Bartle and Mrs P A Bartle.
The trustee's report was approved by the Board of Trustees.
Mrs P A Bartle Trustee
Date …28 April 2026…..
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THE BARTLE FAMILY CHARITABLE TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE BARTLE FAMILY CHARITABLE TRUST
I report to the trustees on my examination of the financial statements of The Bartle Family Charitable Trust (the Trust) for the year ended 31 December 2025 which comprise the Statement of Financial Activities, the Balance Sheet and related notes.
This report is made solely to the charity’s trustees, as a body, in accordance with section 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them in this report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for my work, for this report, or for opinions I have formed.
Responsibilities and basis of report
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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1 accounting records were not kept in respect of the charity as required by section 130 of the Act; or.
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2 the financial statements do not accord with those records; or
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3 the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.
Keir Singleton FCA S&W Audit
22 Wycombe End Beaconsfield Buckinghamshire HP9 1NB
Dated: …29 April 2026…………
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THE BARTLE FAMILY CHARITABLE TRUST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 DECEMBER 2025
| Notes Income from: Donations and legacies 2 Total income Expenditure on Charitable activities 3 Total expenditure Net income/(expenditure) and net movement in funds before gains and losses on investments Net gains/(losses) on investments Net movement in funds Reconciliation of funds: Fund balances at 1 January 2025 Fund balances at 31 December 2025 |
Total 2025 £ 54,060 54,060 55,840 55,840 (1,780) - (1,780) 37,693 35,913 |
Total 2024 £ 53,208 |
|---|---|---|
| 53,208 | ||
| 56,554 | ||
| 56,554 | ||
| (3,346) (519) |
||
| (3,865) 41,558 |
||
| 37,693 |
The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure is unrestricted and derives from continuing activities.
The notes on pages 6 to 9 form part of these financial statements.
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THE BARTLE FAMILY CHARITABLE TRUST
BALANCE SHEET
AS AT 31 DECEMBER 2025
| Notes Current assets Cash at bank and in hand Creditors: amounts falling due within one year 6 Net current assets Total assets less current liabilities The funds of the charity Unrestricted funds 7 |
2025 2024 £ £ £ £ 39,813 40,313 39,813 40,313 (3,900) (2,620) 35,913 37,693 35,913 37,693 35,913 37,693 35,913 37,693 |
2025 2024 £ £ £ £ 39,813 40,313 39,813 40,313 (3,900) (2,620) 35,913 37,693 35,913 37,693 35,913 37,693 35,913 37,693 |
2025 2024 £ £ £ £ 39,813 40,313 39,813 40,313 (3,900) (2,620) 35,913 37,693 35,913 37,693 35,913 37,693 35,913 37,693 |
2025 2024 £ £ £ £ 39,813 40,313 39,813 40,313 (3,900) (2,620) 35,913 37,693 35,913 37,693 35,913 37,693 35,913 37,693 |
|---|---|---|---|---|
| 35,913 | 37,693 | |||
| 35,913 | 37,693 | |||
| 35,913 | 37,693 |
The notes on pages 6 to 9 form part of these financial statements.
The financial statements were approved by the trustees on 28 April 2026.
………………………… Mrs P A Bartle Trustee
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THE BARTLE FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025
1 Accounting policies
Charity information
The Bartle Family Charitable Trust is constituted by a declaration of trust dated 3 March 1998 and is registered with the Charity Commission, charity number 1069927.
1.1 Basis of preparation
The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The financial statements have been prepared in accordance with the second edition of the Charities Statement of Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.
The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.
The charity has taken advantage of provisions in SORP for charities applying FRS 102 update bullitin 1 not to prepare a Statement of Cash Flows.
1.2 Going concern
The trustees consider that there are no material uncertainties about the Trust’s ability to continue as a going concern
1.3 Charitable funds
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general activities of the charity.
1.4 Income
Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.
Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.
Gifts in kind are recognised as income when received at their fair value, being the price the charity would otherwise have to pay to obtain equivalent goods.
1.5 Expenditure
Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.
Charitable expenditure comprises those costs incurred by the charity in the deliverance of its activities and services for its beneficiaries.
Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include costs linked to the strategic management of the charity.
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THE BARTLE FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2025
| 2 Income from donations and legacies Donation Gift in kind 3 Expenditure on Charitable activities Grants (note 4) Governance cost (note 5) 4 Grants paid ACE Action for Children Action for Stammering Children Action4Youth Ataxia-Telangiectasia Society BEAT Become Brainwave British Brain & Spine Foundation Calvert Trust Carers Trust Chances for Children Child Autism UK Child Bereavement UK (Bucks) Childhood Eye Cancer Trust Children Heard and Seen Community Albums CRY Dancin' Oxford DEMAND Duchenne Children's Trust Dystonia Society ERIC Footsteps Gaddesden Place RDA Centre Giving World Handicapped Children's Action Group Hearing Dogs for Deaf People Helen and Douglas House Holmer Green Youth Club Hope and Homes for Children Keep a Girl in School Living Paintings Grants carried forward to next page |
2025 £ 50,000 4,060 54,060 2025 £ 50,500 5,340 55,840 2025 £ 1,000 1,000 2,000 500 1,000 500 1,000 500 1,000 1,000 500 1,000 500 500 500 1,000 500 500 500 1,000 500 500 500 500 500 1,000 - 500 1,000 1,000 1,000 1,000 500 24,500 |
2024 £ 49,905 3,303 53,208 2024 £ 51,000 5,554 56,554 2024 £ 1,000 1,000 2,000 500 1,000 500 1,000 500 1,000 1,000 500 1,000 500 500 500 1,000 500 500 500 1,000 500 500 500 500 500 1,000 500 500 1,000 1,000 1,000 1,000 500 |
|---|---|---|
| 25,000 |
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THE BARTLE FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2025
| 4 Grants paid (continued) Grants brought forward from previous page Newlife Nyas One-Eighty Oxford City Angels PACE PACT Playskill RAW Rennie Grove Hospice Care Rett UK Roald Dahl's Marvellous Children's Charity See Saw SENSE Sequal Trust Society for Mucopolysaccharide Diseases Soundabout Speech and Language UK (formerly I CAN) Thames Valley Air Ambulance The Brain Tumour Charity The Chiltern Centre The Parasol Project Thornley Activity Centre Thrive (Innovista) Trail-Blazers Viva Water Harvest Wheelpower Workaid Wycombe Youth Action Yeldall Christian Centres Young Lives v. Cancer Newlife Total Grants 5 Governance costs Administration Accountancy Independent examination 6 Creditors: Amount due within 1 year Accruals |
2025 £ 24,500 1,000 500 500 - 2,000 500 500 500 1,000 1,000 500 1,000 3,000 500 500 1,000 500 500 1,000 500 500 1,000 500 1,000 500 500 1,000 1,000 500 2,000 1,000 1,000 50,500 2025 £ 2,940 1,200 1,200 5,340 2025 £ 3,900 3,900 |
2024 £ 25,000 1,000 500 500 500 2,000 500 500 500 1,000 1,000 500 1,000 3,000 500 500 1,000 500 500 1,000 500 500 1,000 - 1,000 500 500 1,000 1,000 500 2,000 1,000 1,000 51,000 2024 £ 3,480 1,899 175 5,554 2024 £ 2,620 2,620 |
|---|---|---|
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THE BARTLE FAMILY CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 DECEMBER 2025
| 7 Funds Current year: Unrestricted funds Previous year: Unrestricted funds Revaluation reserve |
At 1 Jan 2025 £ Income Expenditure Transfers At 1 Dec 2025 £ |
|---|---|
| 37,693 54,060 55,840 - 35,913 |
|
| (27,964) 53,208 (56,554) 69,003 37,693 69,522 - (519) (69,003) - |
|
| 41,558 53,208 (57,073) - 37,693 |
In the previous year the revaluation fund was amalgamated with the unrestricted fund as the charity no longer holds fixed asset investments.
8 Trustees
None of the other trustees (or any persons connected with them) received any remuneration or benefits from the Trust during the year.
9 Taxation
The Trust is exempt from taxation on its activities because all its income is applied for charitable purposes.
10 Related party transactions
During the year the Trust received £50,000 (2024: £49,905) from its trustees. There were no restrictions placed on this income.
During the year the Trust received £4,060 (2024: £3,303) as a gift in kind from its trustees as they paid the administrative costs on behalf of the charity.
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