The Nancy Bateman Charitable Trust

Charity Number: 288015

Annual Expenditure: £2.6M

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Quick Stats

  • Annual Giving: £2,569,923 (2024)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly available
  • Geographic Focus: Discretionary - can support charitable causes worldwide

Contact Details

  • Email: danielvalentine@begbiesaccountants.co.uk
  • Phone: 01580 713055
  • Address: Begbies Unit 14 Park Barn, Evegate Business Park, Smeeth, Kent, Ashford

Overview

The Nancy Bateman Charitable Trust was registered as a charity on October 18, 1983 (Charity Number 288015). In the year ending April 5, 2024, the trust had a total income of £3.53 million (primarily from donations and legacies) and distributed £2.57 million in charitable grants. The trust operates with very broad discretionary powers, allowing its two trustees to support any charitable institution or charitable object in any part of the world as they think fit. The trust maintains minimal public information about its grant-making activities, suggesting it operates as a private charitable vehicle with grants distributed at the trustees' discretion rather than through an open application process.

Funding Priorities

Grant Programs

The trust does not publish specific grant programs or funding streams. According to its charitable objects, the trust can support “such charitable institution or institutions or other charitable object or objects in any part of the world as the trustees shall in their absolute discretion think fit to support or establish.”

Known Grant Recipients:

  • Oxford Philharmonic Orchestra (listed as a funder)

Priority Areas

The trust has not published specific priority areas. Its charitable objects are extremely broad, giving trustees complete discretion over which causes and organizations to support.

What They Don't Fund

The trust has not published exclusion criteria or specific types of work they do not fund.

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Governance and Leadership

Trustees:

  • Anthony Hyman Isaacs (Chair) - Appointed 1983. Also serves as trustee for The Ian Fleming Charitable Trust, Lob's Charity, and The Thornton Foundation.
  • Daniel Valentine - Appointed 2018. Also serves on The Julian Bewick Educational Trust. Contact email: danielvalentine@begbiesaccountants.co.uk

No trustees receive any remuneration, payments, or benefits from the charity.

Application Process and Timeline

How to Apply

The trust does not publish application guidelines or procedures. Given the lack of public information about the application process, it appears the trust may operate primarily by invitation or through existing relationships rather than accepting unsolicited applications.

Organizations interested in support may contact the trust directly via email (danielvalentine@begbiesaccountants.co.uk) or phone (01580 713055) to inquire about potential funding opportunities.

Decision Timeline

Not publicly available.

Success Rates

Not publicly available. The trust does not publish information about the number of applications received or success rates.

Reapplication Policy

Not publicly available.

Application Success Factors

Due to the limited public information available about this trust's grant-making activities, specific success factors cannot be reliably determined. However, the following observations may be relevant:

  • The trust operates with complete trustee discretion, suggesting relationships and alignment with trustee interests may be important factors
  • With only two trustees and no published guidelines, decisions likely reflect the personal charitable interests of the trustees
  • The trust has substantial resources (£2.57m in grants distributed in 2024) but maintains a very low profile
  • The lack of public application processes suggests the trust may primarily support causes already known to the trustees

Key Takeaways for Grant Writers

  • Limited Accessibility: This trust does not appear to operate an open, transparent grant-making process accessible to the general charitable sector
  • Discretionary Grant-Making: The extremely broad charitable objects and lack of published criteria suggest grants are made entirely at trustee discretion
  • Private Operation: The minimal public information suggests this may function more as a private charitable vehicle than a typical grant-making trust
  • Direct Approach Required: Organizations seeking support would need to make direct contact with the trustees to explore potential funding
  • Substantial Resources: Despite its low profile, the trust distributes over £2.5 million annually in charitable grants
  • Relationship-Based: The lack of formal application processes suggests successful applicants are likely those with existing connections to the trustees
  • Limited Transparency: Without published annual reports listing beneficiaries, it's difficult to identify patterns in the types of organizations or causes supported

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References