Trustees’ Annual Report for the period
From 6 April 2024 To 5 April 2025
Charity name: The Hermitage Trust
Charity registration number: 1127129
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Charity was set up to provide financial support to other charities. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The Charity operates by making grants to other charities for general charitable purposes, and the advancement of health or saving of lives. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In setting the objectives and planning the activity of the charity, the Trustees have given careful consideration to the Charity Commission's general guidance on public benefit. |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Interburns The Hermitage Trust has helped fund Community Burn Prevention training for 30 community workers in Patan, Lalitpur. The newly accredited Basic Burn Care was run for 38 community health workers in Madesh Province in partnership with the Provincial Health Training Centre and Interplast Nepal. In 2025 Advanced Burn Care (Rehabilitation) was held in Freetown, Sierra Leone for 24 therapists from Sierra Leone, Nigeria, Senegal, Liberia, Ghana and Syria. Above: faculty from Ghana, Tanzania, Nepal, Malawi, Sierra Leone and the UK. |
| Local multi-disciplinary faculty were |
|---|
| trained as trainers in Essential Burn |
| Care and the course was co-delivered to |
| doctors and nurses from provincial level |
| hospitals. Community Burn |
| Prevention was also delivered to 20 local |
| health workers in Moyamba District. |
| Moorfields |
| The Hermitage Trust is helping to |
| contribute funding the new & research into |
| potential treatments for macular |
| degeneration using a range of advanced |
| technologies. |
| This research has the potential to restore |
| sight to patients with conditions like |
| advanced wet AMD and Stargardt’s |
| Disease. |
| We’re proud to be a part of one of the |
| biggest efforts in this area: the London |
| Project to Cure Blindness. |
| There are also a number of other funded |
| projects into macular degeneration. |
| AMREF |
| Amref Health Africa works to drive change |
| in Tanzania by strengthening the health |
| workforce, improving access to essential |
| services, and tackling the factors that |
| influence people’s health, referred to as the |
| social determinants of health. Work |
| includes programmes across the following |
| areas; |
| � Women & Girls |
| � Water and disease prevention |
| � Health worker training |
| � Social determinants of health |
| � Climate & health |
| DesCare |
| Funds were used to directly support Peter |
| King in his personal development though |
| out the year. Funds have been used to |
| support his independence and to keep him |
| connected to family members in Greece. |
| DesCare is also supporting a range of |
| clients in extra-curricular activity to support |
| their development and preparation for |
| adulthood. |
| Newfriars College |
| The Hermitage Trust funding was used to |
| offset the cost of a residential to Menorca |
| for 20 students. Students also attended a 4 |
| day PGL residential in the Lakes. These |
��
| trips are crucial for the learner’s personal development and also give their parents some respite during the year. Cancer Research UK The Hermitage Trust match funded Stephen Lewis Brammer as he cycled around the world on an exercise bike in his lounge. The quest took 4yrs and 4months and a distance of 40,075km and total raised was in excess of £26,000. London School of Hygiene & Tropical Medicine. Baby Ubuntu provides supportive care and peer-support, and the programme includes training, supervision and mentoring of facilitators. It also provides recommendation on how to monitor and evaluate the programme. This programme offers support to infants from 0-2 years, and as such should, only be undertaken by a trained facilitator, due to the risk to very young children. Baby Ubuntu programme is delivered in Bangladesh, Brazil, Columbia, Ghana, Uganda & Rwamda. |
||
|---|---|---|
| Financial Review | ||
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Cash reserves and investments held as at 5 April 2025 amounted to £1,125,003 at cost value (£1,283,027 at market value). |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Charity has no reserves policy on the basis that it uses funds generated from investment assets to make grants to the other charities and there are minimal overheads to cover. Trustees make grants taking into account the level of available funds. |
| Amount of reserves held | Para 1.22 | As above |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Trust Deed Made on 28 October 2008 |
��
| (trust deed, royal charter) | ||
|---|---|---|
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Elected by existing trustees |
Reference and Administrative details
| Charity name | The Hermitage Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1127129 |
| Charity’s principal address | 16 Chatterley Close Bradwell Newcastle under Lyme Staffordshire ST5 8LE |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Simon Martin Osborne Bartram |
||||
| Julian Osborne Bartram |
||||
| Jason Royston Osborne Bartram |
Appointed 1 July 2025 |
|||
– Corporate trustees names of the directors at the date the report was approved Director name
4
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
��
Funds held as custodian trustees on behalf of others
| Description of the assets | N/A |
|---|---|
| held in this capacity | |
| Name and objects of the | N/A |
| charity on whose behalf the | |
| assets are held and how this | |
| falls within the custodian | |
| charity’s objects | |
| Details of arrangements for | N/A |
| safe custody and | |
| segregation of such assets | |
| from the charity’s own | |
| assets |
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) ~~rr~~ Full name(s) Simon Martin Bartram Position (eg Trustee Secretary, Chair, etc) Date 05 February 2026
| 1127129 The Hermitage Trust Receipts and payments accounts 06/04/2024 05/04/2025 To For the period from CC16a ~~nl~~ |
|
|---|---|
| Section A Receipts and payments | |
| Unrestricted funds Restricted funds Endowment funds Total funds Last year |
|
| to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ |
|
| A1 Receipts | |
| UK dividends 27,526 - - 27,526 32,716 Interest 45,181 - - 45,181 40,686 Overseas dividends - - - - 5,016 - - - - - - - - - - - - - - - - - - - - - Sub total(Gross income for AR)72,707 - - 72,707 78,418 ~~=—=====~~ |
|
| A2 Asset and investment sales, (see table). Proceeds from sale of investment 288,999 - - 288,999 144,023 - - - - - Sub total 288,999 - - 288,999 144,023 Total receipts 361,706 - - 361,706 222,441 ~~———_—==—=~~ |
|
| A3 Payments Donations 168,500 - - 168,500 65,000 Administration 1,918 - - 1,918 2,469 Independent Examination Fee 1,200 - - 1,200 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Sub total 171,618 - - 171,618 67,469 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 171,618 - - 171,618 67,469 Net of receipts/(payments) 190,088 - - 190,088 154,972 A5 Transfers between funds - - - - - A6 Cash funds last year end 405,929 - - 405,929 250,957 Cash funds this year end 596,017 - - 596,017 405,929 ~~===~~ ~~= ===~~ ~~SSS=====>~~ |
7
Section B Statement of assets and liabilities at the end of the period
| Unrestricted Restricted |
Endowment | |||||
|---|---|---|---|---|---|---|
| Categories | Details | funds funds |
funds | |||
| to nearest £ to nearest £ |
to nearest £ | |||||
| B1 Cash funds | - - - 287,823 - - 308,194 - - 596,017 - - Total cash funds Bank accounts Managed deposit account Income deposit account ~~===~~ |
|||||
| (agree balances with receipts and payments | (agree balances with receipts and payments | |||||
| account(s)) | OK OK |
OK | ||||
| Unrestricted Restricted |
Endowment | |||||
| funds funds |
funds | |||||
| Details | to nearest £ to nearest £ |
to nearest £ | ||||
| B2 Other monetary assets | - - - - - - - - - - - - - - - - - - ~~ee~~ |
|||||
| B3 Investment assets | Fund to which asset belongs Cost (optional) Current value (optional) Unrestricted 528,986 687,010 - - - - - - - - Details Investment portfolio consisting of equities, fixed interest and other investments ~~nee~~ |
|||||
| B4 Assets retained for the charity’s own use |
Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - - - - - - - - - Details ~~au~~ |
|||||
| Fund to which Amount due |
When due | |||||
| Signed by one or two trustees on behalf of all the trustees B5 Liabilities |
liability relates (optional) (optional) - - - - - Date of approval Details Print Name Signature 8 ~~——=~~ Simon Bartram 24 February 2026 |
24 February 2026 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of |
Charity Name The Hermitage Trust |
|||
|---|---|---|---|---|
| On accounts for the year | 5 April 2025 | Charity no | 1127129 | |
| ended | (if any) | |||
| Set out on pages | 7-8 | |||
| (remember to include thepage numbers of additional sheets | e numbers of additional sheets) |
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 5 April 2024.
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
| Signed: | Date: | ~~——~~ 03 March 2026 |
~~——~~ 03 March 2026 |
||
|---|---|---|---|---|---|
| Name: | Hazra Patel | ||||
| Relevant professional | ACA | ||||
| qualification(s) or body | |||||
| (if any): | |||||
| Address: | Lubbock Fine LLP, Chartered Accountants | ||||
| 65 St Paul’s Churchyard | |||||
| London | |||||
| EC4M 8AB |
9
October 2018
IER7