Fundraising Friday - Part 3 of The Guide to Major Trusts: funders in focus

The Percy Bilton Charity

General charitable purposes, particularly in support of: older people; children or adults with learning or physical disabilities or mental health conditions; children and young people who are socially or educationally disadvantaged

UK

£1 million (2020/21)

Charity Commission no: 1094720

Correspondent: The Trustees, Bilton House, 7 Culmington Road, Ealing, London W13 9NB (tel: 020 8579 2829; email: [email protected])

Trustees:  James Lee; Kim Lansdown; Hayley Bilton; Charles Sosna; Benjamin Chance.

www.percy-bilton-charity.org

General information

The charity was founded in 1962 and supports both individuals and organisations throughout the UK.

According to its website the charity will consider capital funding for the following projects and schemes:

1. Disadvantaged/underprivileged young people (persons under 25) Supported housing schemes and educational and training projects to encourage disadvantaged young people who may be homeless and/or unemployed away from crime, substance/alcohol misuse and homelessness. Facilities for recreational activities and outdoor pursuits specifically for young people who are educationally or socially underprivileged or disadvantaged
2. People with disabilities (physical or learning disabilities or mental health problems) Residential, respite care, occupational and recreational establishments for children, young people and adults with physical or learning disabilities or enduring mental health problems
3. Older people (aged over 60) Daycentres, nursing and residential homes, sheltered accommodation and respite care for the frail or sufferers from dementia or age related disorders

Grants for organisations

The charity runs two programmes for organisations:

Large grants: one-off payments for capital expenditure of approximately £2,000 and over (the majority of grants fall within the range of £2,000 to £5,000)

Small grants: grants of up to £500 to assist smaller organisations with immediate funding for equipment and furniture (excluding office items)

Grants to individuals

In addition to its grant programmes for organisations, the charity also provides grants to individuals. Previously assistance has included the provision of food parcels, clothing, white goods, beds and other essential household items. Seethe charity’s website for full details of their individual grant programmes.

See the website for further information on eligibility criteria for all programmes

Financial information:

Beneficiaries included: A list of beneficiaries was not available.

Exclusions

According to the charity’s website, the trustees will not consider applications for the following:

• Running expenses for the organisation or individual projects
• Salaries, training costs or office equipment/furniture
• Projects for general community use e.g. community centre and church halls
• Disabled access to community buildings
• Publication costs e.g. printing/distributing promotional and information leaflets
• Projects that have been completed
• Items that have already been purchased
• Provision of disabled facilities in schemes mainly for the able-bodied
• General funding/circularised appeals
• Pre-schools or playgroups (other than predominantly for disabled children)
• Play schemes/summer schemes
• Holidays or expeditions for individuals or groups
• Trips, activities or events
• Community sports/play area facilities
• Exterior works such as paving, roofing and garden landscaping
• Consumables (e.g. stationery, arts and crafts materials)
• Refurbishment or repair of places of worship/church halls
• Research projects
• Mainstream pre-schools, Schools, Colleges and Universities (other than special schools)
• Welfare Funds for individuals
• Hospital/medical equipment
• Works to premises not used primarily by the eligible groups

Other exclusions may apply, see the charity’s website for full details.

Applications

Applications can be made via the charity’s website.

Sources of information

Accounts; annual report; Charity Commission record; funder’s website.

The Artemis Charitable Foundation

Health; poverty; education; the environment; disaster appeals

UK and overseas

£963,100 (2020)

OSCR no: SC037857

Correspondent: Marisa Charosky, Foundation Co-ordinator, 6th Floor, Exchange Plaza, 50 Lothian Road, Edinburgh EH3 9BY (email: [email protected]

www.artemisfunds.com/en/about-artemis/artemis-charitable-foundation

General information

The Artemis Charitable Foundation was founded in 2007 as the corporate charity of Artemis Investment Management LLP. According to its website, the foundation awards grants to ‘core’ charities in the UK and internationally in the following key areas:

• Health
• Poverty
• Education
• The environment

The foundation also makes donations to global disasters and emergencies when they occur.

According to the 2020 accounts, the trustees’ policy is to award one-off grants; however, multi-year are awarded on a small number of occasions. The foundation’s website states that initial grants are generally between £1,000 and £10,000, but amounts can increase if a partnership develops into a multi-year relationship.

The foundation will consider providing unrestricted funding.

Eligibility

Charities must be registered in the UK but can operate in the UK or internationally. Preference is given to small and medium-sized charities (those with an income of less than £2 million per year). Innovative and sustainable projects that can be scaled up/replicated are preferred.

Charity of the Year

In addition to its annual core charity partners, Artemis employees vote for a Charity of the Year to fundraise for. In2020, employees chose to support Challenge Partners, an education charity, and in 2021 employees chose Children’s Hospices Across Scotland.

Financial information

Further financial information

Grants were broken down as follows in the foundation’s 2020 annual report:

Beneficiaries included: Shivia Microfinance (£68,000); The Trussell Trust (£58,000); Client Earth (£50,000); Challenge Partners and Crisis (£25,000each); City Harvest (£17,800); Cool Earth (£10,000); Jamie’s Farm (£5,000); Mercy Corps (£280).

Applications

At the time of writing (August, 2022) the foundation’s website stated:

The Artemis Charitable Foundation is currently closed to new applications. This is due to the exceptionally high volume of applications we have received in recent months.

Please keep an eye on this page for news of when we will be accepting new applications.

Sources of information

Accounts; annual report; OSCR record; funder’s website.

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