The Beaulieu Beaufort Foundation
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Quick Stats
- Annual Giving: £60,000 - £96,000
- Success Rate: Not publicly available
- Decision Time: Not specified
- Grant Range: £5,000 - £20,000 (estimated based on known grants)
- Geographic Focus: Hampshire/New Forest area (primarily)
Contact Details
- Address: Fiddlers, Bucklers Hard, Beaulieu, Brockenhurst, SO42 7XD
- Phone: 01590 616471
- Email: jgraves@clara.net
- Website: None
Overview
The Beaulieu Beaufort Foundation, established in 2008, is a Hampshire-based grant-making trust with annual expenditure typically ranging from £60,000 to £96,000. The foundation's mission is to provide “local support for the aspiring individual and grass-roots community projects,” focusing on the Hampshire and New Forest area. The foundation operates through trustee discretion without a public application process, and is chaired by Edward Sagar Fort OBE, a notable business leader and philanthropist who also founded the Fort Foundation and created the Fort Climate Centre at the Countryside Education Trust in Beaulieu. The foundation has established itself as a significant local funder, providing substantial support to heritage projects, healthcare services, and cultural institutions in the region.
Funding Priorities
Grant Programs
The foundation makes discretionary grants through trustee decision-making:
- Heritage and restoration projects: £10,000+ (as demonstrated by Hythe Pier Heritage Association grant)
- Healthcare and hospice support: Funding for new roles and service expansion
- Cultural and museum support: Ongoing sponsorship for community programs
- Individual support: Assistance for aspiring individuals (amounts not specified)
Priority Areas
- Education and training
- Health advancement and end-of-life care
- Poverty prevention and relief
- Arts, culture, heritage, and science
- Economic and community development
- Environmental and climate education initiatives
What They Don't Fund
No explicit exclusions documented, though the foundation appears to focus primarily on Hampshire/New Forest area projects.
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Governance and Leadership
The foundation is governed by five trustees who serve without remuneration:
- Edward Sagar Fort OBE (Chair) - Business leader and philanthropist, founder of the Fort Foundation
- Lord Montagu (Ralph Douglas-Scott-Montagu, 4th Baron Montagu of Beaulieu) - Owner of Beaulieu Estate, trustee of multiple heritage organizations
- Frederick Norris
- Rupert Scott
- Robert Gayner
The foundation maintains policies for financial controls, risk management, safeguarding, and conflict of interest.
Application Process and Timeline
How to Apply
This funder does not have a public application process. Grants are awarded through trustee discretion based on:
- Direct approaches from organizations
- Community recommendations
- Personal connections and networks
- Proactive engagement from potential beneficiaries (as demonstrated by the Hythe Primary School children who wrote letters to secure funding)
Getting on Their Radar
Based on documented examples, organizations have successfully secured funding through:
- Direct letter writing campaigns (90 school children from Hythe Primary School wrote letters that resulted in a £10,000 grant)
- Building relationships with trustees who are active in local heritage and community organizations
- Demonstrating clear community benefit and grassroots support
Decision Timeline
Not specified - decisions appear to be made at trustee meetings.
Success Rates
Not publicly available.
Reapplication Policy
Not documented.
Application Success Factors
Based on the foundation's known grant recipients and stated mission:
- Grassroots community support is crucial - The Hythe Pier grant was awarded after receiving letters from 90 local school children
- Focus on sustainability and long-term impact - Oakhaven Hospice grant funded a new permanent nursing role rather than one-off support
- Demonstrate local benefit - All known recipients serve the Hampshire/New Forest community
- Show how funding enables broader community access - St Barbe Museum uses foundation sponsorship to make family activities free for all
- Consider creative engagement approaches - The successful letter-writing campaign from school children shows the foundation responds to genuine community enthusiasm
Key Takeaways for Grant Writers
- The foundation operates without a public application process but does make substantial grants to community organizations
- Creative and genuine community engagement (like the school children's letter campaign) can be successful in securing funding
- Focus on Hampshire/New Forest area projects with clear grassroots community benefit
- Building relationships with trustees active in local organizations may provide pathways to funding
- The foundation appears particularly interested in heritage, healthcare, education, and cultural access projects
- Grant amounts can be substantial (£10,000+) for the right projects with strong community support
- Consider approaching through community advocates or existing beneficiaries who may provide introductions
Similar Funders
These funders frequently fund the same charities:
- The Arts Council of England
- Masonic Charitable Foundation
- Garfield Weston Foundation
- The Edward Gostling Foundation
- THE MORRISONS FOUNDATION
- THE SCREWFIX FOUNDATION
- The Gerald Micklem Charitable Trust
- Fort Foundation
- National Lottery Heritage Fund
- THE FOYLE FOUNDATION
- MACE FOUNDATION
- THE FREE SCHOOL
- Heritage Lottery Fund
- National Lottery
- Environment Agency
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References
- Charity Commission for England and Wales - THE BEAULIEU BEAUFORT FOUNDATION (Charity Number: 1123413) Registration Details -
- Oakhaven Hospice - “Community support to grow with grant from Beaulieu Beaufort Foundation” - November 25, 2020
- Hythe Pier Heritage Association - Royal Visit Article referencing Beaulieu Beaufort Foundation support - November 2024
- St Barbe Museum & Art Gallery - Family Activities Page noting Beaulieu Beaufort Foundation sponsorship -
- New Forest National Park Authority - Fort Climate Centre Opening - March 2023
- Wikipedia - Ralph Douglas-Scott-Montagu, 4th Baron Montagu of Beaulieu -
- Beaulieu Common Good Foundation website - Distinction from Beaulieu Beaufort Foundation -
Frequently Asked Questions
What does The Beaulieu Beaufort Foundation fund?
Grant Programs The foundation makes discretionary grants through trustee decision-making: Heritage and restoration projects: £10,000+ (as demonstrated by Hythe Pier Heritage Association grant) Healthcare and hospice support: Funding for new roles and service expansion Cultural and museum support: Ongoing sponsorship for community programs Individual support: Assistance for aspiring individuals (amounts not specified) Priority Areas Education and training Health advancement and end-of-life care Poverty prevention and relief Arts, culture, heritage, and science Economic and community development Environmental and climate education initiatives What They Don't Fund No explicit exclusions documented, though the foundation appears to focus primarily on Hampshire/New Forest area projects.
How much funding does The Beaulieu Beaufort Foundation provide?
The Beaulieu Beaufort Foundation provides grants ranging from £5,000 - £20,000 (estimated based on known grants), with total annual giving of approximately £60,000 - £96,000.
How do I contact The Beaulieu Beaufort Foundation?
Address: Fiddlers, Bucklers Hard, Beaulieu, Brockenhurst, SO42 7XD Phone: 01590 616471 Email: jgraves@clara.
Is The Beaulieu Beaufort Foundation a registered charity?
Yes, The Beaulieu Beaufort Foundation is a registered charity with the Charity Commission (charity number 1123413). They primarily serve organisations in Hampshire.
How do I apply to The Beaulieu Beaufort Foundation?
How to Apply This funder does not have a public application process. Grants are awarded through trustee discretion based on: Direct approaches from organizations Community recommendations Personal connections and networks Proactive engagement from potential beneficiaries (as demonstrated by the Hythe Primary School children who wrote letters to secure funding) Getting on Their Radar Based on documented examples, organizations have successfully secured funding through: Direct letter writing campaigns (90 school children from Hythe Primary School wrote letters that resulted in a £10,000 grant) Building relationships with trustees who are active in local heritage and community organizations Demonstrating clear community benefit and grassroots support Decision Timeline Not specified - decisions appear to be made at trustee meetings. Success Rates Not publicly available.
Where is The Beaulieu Beaufort Foundation based?
They fund organisations in Hampshire.