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.

Objects

(1)FOR SUCH CHARITABLE OBJECTS AS THE DIRECTORS MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE (2)THE ADVANCEMENT OF EDUCATION OF THOSE PERSONS UNDER THE AGE OF 25 YEARS BY THE PROVISION OF GRANTS ENABLING THEM TO FURTHER THEIR EDUCATION AT SUITABLE EDUCATIONAL ESTABLISHMENTS

Area of benefit: NOT DEFINED - IN PRACTICE NORTH AND WEST YORKSHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Leeds, Yorkshire and The Humber, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net outgoing 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 meet ongoing commitments and requests, noting that the current level allows for additional commitments where appropriate. The charity relies heavily on donations from Bartlett Group Limited, which accounted for the vast majority of incoming resources.

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

What the accounts disclose

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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)

Reported reserves equal ~19.0 months of spending — above the median for charities its size (median 7.2 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 (3.2%) (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

Common questions

Known funders

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

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BARTLETT TAYLOR CHARITABLE TRUST.

• THE BARTLETT TAYLOR CHARITABLE TRUST income £96k
• THE W L PRATT CHARITABLE TRUST income £74k
• SIGNIFICANCE income £53k
• THE YOUNG BARNET FOUNDATION income £958k
• THE GARETH NEAME FOUNDATION income £19k
• COMMUNITY BARNET income £1.6m

Side by side with its peers

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