## **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**