THE BARTLETT FOUNDATION

Registered charity 1050151 · accounts filings on the Charity Commission register

Activities focus on promoting the welfare and education of vulnerable young people, especially those living in the Yorkshire region and Africa and also such exclusively charitable objectives as the trustees may from time to time in their absolute discretion determine.

Causes: General Charitable Purposes · Education/training · Economic/community Development/employment · Grant history (this charity is a funder) · Get email alerts

Latest income

£266k

Latest spending

£375k

Registered

1995

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net outgoing of resources of £109,447 for the year, resulting in a decrease in unrestricted reserves from £519,252 to £409,805. The trustees maintain a reserves policy to hold sufficient funds for future commitments and grant requests, noting that the year-end balance allows for additional commitments where appropriate.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Bartlett Group Limited (98% of income)

“During the period, donation income recognised from Bartlett Group Limited totalled £260,000”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: sufficient to meet requests made to the charitable company in addition to the ongoing payment of commitments already made (held: £410k)

“It is the trustees’ policy to maintain a level of reserves sufficient to meet requests made to the charitable company in addition to the ongoing payment of commitments already made.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Payments to trustees: Claire Marks received £28,351 in remuneration from Bartlett & Company Limited.

“Claire Marks, Chair to the Trustees, received remuneration from Bartlett & Company Limited, a company controlled by a Trustee of The Bartlett Foundation, directly linked to her performing her role as stated. During the period the value of such remuneration, including employers taxes and pension contributions, totalled £28,351 (2024: £27,239).” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Remuneration paid to trustee Claire Marks by Bartlett & Company Limited

“Claire Marks, Chair to the Trustees, received remuneration from Bartlett & Company Limited, a company controlled by a Trustee of The Bartlett Foundation, directly linked to her performing her role as stated. During the period the value of such remuneration, including employers taxes and pension contributions, totalled £28,351 (2024: £27,239). No remuneration was paid directly by The Bartlett Foundation.” — page 13

“Bartlett Group Limited is a company controlled by a Trustee of The Bartlett Foundation. During the period, donation income recognised from Bartlett Group Limited totalled £260,000 (2024: £500,000). At the year end, £395,000 (2024: £500,000) was included within accrued income in respect of donations due from Bartlett Group Limited but not yet received.” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Donations from Bartlett Group Limited

“Claire Marks, Chair to the Trustees, received remuneration from Bartlett & Company Limited, a company controlled by a Trustee of The Bartlett Foundation, directly linked to her performing her role as stated. During the period the value of such remuneration, including employers taxes and pension contributions, totalled £28,351 (2024: £27,239). No remuneration was paid directly by The Bartlett Foundation.” — page 13

“Bartlett Group Limited is a company controlled by a Trustee of The Bartlett Foundation. During the period, donation income recognised from Bartlett Group Limited totalled £260,000 (2024: £500,000). At the year end, £395,000 (2024: £500,000) was included within accrued income in respect of donations due from Bartlett Group Limited but not yet received.” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Payments to Bartlett & Company Limited for matched donations and laptops

“Claire Marks, Chair to the Trustees, received remuneration from Bartlett & Company Limited, a company controlled by a Trustee of The Bartlett Foundation, directly linked to her performing her role as stated. During the period the value of such remuneration, including employers taxes and pension contributions, totalled £28,351 (2024: £27,239). No remuneration was paid directly by The Bartlett Foundation.” — page 13

“Bartlett Group Limited is a company controlled by a Trustee of The Bartlett Foundation. During the period, donation income recognised from Bartlett Group Limited totalled £260,000 (2024: £500,000). At the year end, £395,000 (2024: £500,000) was included within accrued income in respect of donations due from Bartlett Group Limited but not yet received.” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Personal donation from a Trustee

“Claire Marks, Chair to the Trustees, received remuneration from Bartlett & Company Limited, a company controlled by a Trustee of The Bartlett Foundation, directly linked to her performing her role as stated. During the period the value of such remuneration, including employers taxes and pension contributions, totalled £28,351 (2024: £27,239). No remuneration was paid directly by The Bartlett Foundation.” — page 13

“Bartlett Group Limited is a company controlled by a Trustee of The Bartlett Foundation. During the period, donation income recognised from Bartlett Group Limited totalled £260,000 (2024: £500,000). At the year end, £395,000 (2024: £500,000) was included within accrued income in respect of donations due from Bartlett Group Limited but not yet received.” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Personal donation from a Trustee's husband

“Claire Marks, Chair to the Trustees, received remuneration from Bartlett & Company Limited, a company controlled by a Trustee of The Bartlett Foundation, directly linked to her performing her role as stated. During the period the value of such remuneration, including employers taxes and pension contributions, totalled £28,351 (2024: £27,239). No remuneration was paid directly by The Bartlett Foundation.” — page 13

“Bartlett Group Limited is a company controlled by a Trustee of The Bartlett Foundation. During the period, donation income recognised from Bartlett Group Limited totalled £260,000 (2024: £500,000). At the year end, £395,000 (2024: £500,000) was included within accrued income in respect of donations due from Bartlett Group Limited but not yet received.” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Corporate structure

Registered company of the charity Companies House 03108996

Public fundraising profile: JustGiving — The Bartlett Foundation (matched by registered charity number).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

BARTLETT, Andrew Michael — director, appointed 15/09/2021on trustee list
MARKS, Claire Louise — director, appointed 09/07/2019on trustee list
BARTLETT, Elizabeth Louise — director, appointed 02/10/2006on trustee list
BARTLETT, Richard Frederick — director, appointed 02/10/2006on trustee list
FAULKNER, Jonathan Charles — secretary, appointed 01/04/2025

Official officers record.

Structured financials (annual return, FY ending 30/11/2024)

Total income

£501k

Total spending

£327k

Reserves (reported)

£519k

Employees

0

Reported reserves equal ~19.0 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

Andrew Michael Bartlett
Claire Louise Marks
ELIZABETH LOUISE BARTLETT
RICHARD FREDERICK BARTLETT

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bradford City · Calderdale · City Of Wakefield · Kirklees · Leeds City · Malawi · North Yorkshire · Uganda · United States

Income and spending

Financial year end	Income	Spending
30/11/2025	£266k	£375k
30/11/2024	£501k	£327k
30/11/2023	£281k	£421k
30/11/2022	£350k	£205k
30/11/2021	£250k	£106k

Common questions

Is THE BARTLETT FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net outgoing of resources of £109,447 for the year, resulting in a decrease in unrestricted reserves from £519,252 to £409,805. The trustees maintain a reserves policy to hold sufficient funds for future commitments and grant requests, noting that the year-end balance allows for additional commitments where appropriate. Its FY2025 accounts were independently examined.

Who funds THE BARTLETT FOUNDATION?

Funders whose own accounts filings name THE BARTLETT FOUNDATION as a grant recipient include Able Child Africa.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
Able Child Africa	FY2023	£30k	Grants payable to institutions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE BAND TRUST	1	£520k
GREENHAM TRUST LTD	1	£432k
JOHN LYON'S CHARITY	1	£250k
EVERY YOUTH	1	£219k
THE OVO CHARITABLE FOUNDATION	1	£191k
THE EARL OF NORTHAMPTON'S CHARITY	1	£66k
THE PA FOUNDATION	1	£57k
THE PERMIRA FOUNDATION	1	£53k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BENJAMIN FOUNDATION.

THE BENJAMIN FOUNDATION income £8.7m
Berkshire Youth LTD income £1.4m
THE LANCASHIRE FOUNDATION income £956k
THE YOUNG BARNET FOUNDATION income £1.2m
PURPOSE OF LIFE income £2.6m
BARTON ACORN YOUTH, COMMUNITY AND SPORTS CENTRE income £161k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE BARTLETT FOUNDATION	£266k	—	0	above	—	no doubt
THE BENJAMIN FOUNDATION FY2025	£8.7m	—	—	unclear	—	no doubt
Berkshire Youth LTD FY2025	£1.4m	—	0	unclear	—	no doubt
THE LANCASHIRE FOUNDATION FY2024	£956k	—	0	above	—	no doubt
THE YOUNG BARNET FOUNDATION FY2024	£1.2m	£60,000 - £69,999	1	above	—	no doubt
PURPOSE OF LIFE FY2025	£2.6m	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.