The Bartlett Foundation

Charity Number: 1050151

Annual Expenditure: £0.4M
Geographic Focus: North Yorkshire, Malawi, Uganda, United States, Bradford City, Calderdale, City Of Wakefield ... [2 more]

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Quick Stats

  • Annual Giving: £356,000 (2022/23)
  • Success Rate: Not available - invitation only
  • Decision Time: Not publicly available
  • Grant Range: Varies - multi-year unrestricted funding
  • Geographic Focus: Yorkshire and International (Africa, US)

Contact Details

  • Email: mail@bartlettgroup.com
  • Phone: 0113 258 5711 (or 0345 605 4155)
  • Address: Broadway Hall, Horsforth, Leeds, LS18 4RS
  • Website: No dedicated foundation website (information via www.bartlettgroup.com/giving-back)

Overview

The Bartlett Foundation (Charity Number 1050151) was established in 1995 as the charitable arm of Bartlett Group Ltd, a Yorkshire-based financial services and insurance company. The foundation is funded by at least 8% of the company's pre-tax profits and focuses on improving the welfare and education of children and young people. With total income of £500,573 and expenditure of £327,176 in 2024, the foundation provides multi-year, unrestricted funding to carefully selected partners both in Yorkshire and internationally, particularly in Africa. The foundation has awarded over £1 million in the last 4 years, with 77% of funds provided without restrictions, demonstrating their commitment to trust-based philanthropy.

Funding Priorities

Grant Programs

The foundation provides multi-year, unrestricted funding to partner organizations. While specific grant amounts are not published, they focus on sustainable, long-term partnerships rather than one-off grants.

Priority Areas

  • Education and training for children and young people
  • Welfare support for vulnerable youth
  • Economic and community development initiatives
  • Support for children with disabilities
  • Projects in Yorkshire (Bradford, Calderdale, Wakefield, Kirklees, Leeds, North Yorkshire)
  • International development work (particularly in Malawi and Uganda)

What They Don't Fund

Specific exclusions are not publicly listed, but the foundation appears to focus exclusively on organizations supporting children and young people.

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Governance and Leadership

The foundation is governed by 4 trustees, with at least one receiving payments or benefits from the charity. The foundation operates with minimal administrative overhead, having no employees with benefits exceeding £60,000. The trustees have discretion to determine charitable objectives beyond the core mission of supporting vulnerable young people.

How to Apply to The Bartlett Foundation

How to Apply

This funder does not have a public application process. Grants are awarded through trustee discretion and existing relationships. Organizations cannot apply directly for funding.

Getting on Their Radar

The foundation has established partnerships with specific organizations including:

  • International partners: PEAS, Able Child Africa, Project Harar, Cohere
  • Yorkshire partners: Step 2, Getaway Girls, St Luke's Cares, Leeds Gate, Kids Club Leeds

New organizations may contact the foundation via their general email (mail@bartlettgroup.com) to introduce their work, though funding decisions appear to be made through trustee networks and recommendations.

Decision Timeline

Not publicly available due to the invitation-only nature of their grant-making.

Success Rates

Not applicable - invitation-only funding model.

Reapplication Policy

Not publicly documented.

Application Success Factors

Given the foundation's invitation-only approach and focus on long-term partnerships:

  • Alignment with their core mission of supporting children and young people is essential
  • Organizations in Yorkshire or their international focus areas (Malawi, Uganda) may have better prospects
  • The foundation values “meaningful relationships” and provides both financial and advisory support
  • Their preference for unrestricted, multi-year funding suggests they seek organizations with strong leadership and clear strategic vision
  • They describe themselves as “knowledgeable funders” who continuously improve their understanding of the third sector

Key Takeaways for Grant Writers

  • The Bartlett Foundation operates on an invitation-only basis with no public application process
  • Focus exclusively on children and young people's welfare and education
  • Strong geographic focus on Yorkshire and specific African countries (Malawi, Uganda)
  • Preference for multi-year, unrestricted funding shows commitment to trust-based philanthropy
  • Building relationships through their existing partner network may be the best route to consideration
  • Contact via their general email to introduce your organization, but expect a long relationship-building process
  • The foundation values both financial support and advisory relationships with their partners

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References

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