GUIDELINES FOR APPLICANTS
The Trustees have, for some years, grouped appeals and grants for statistical purposes in 22 categories. These are set out below, with an indication by each as to whether or not they are priority areas of interest at present.
If a field of activity is designated as non-priority, but grants have been made to charities in that field over a number of years (including the most recent year), this means simply that the Trustees do not expect to make any new or further grants in that field. It does not mean that recent recipients of grants are no longer eligible to re-apply.
Arts Not a priority
Blindness/visual impairment Research aspect a priority
Carers/the elderly Not a priority
Children/young people Not a priority
Christian or other faith No grants
Churches No grants, except in respect of built heritage aspect
Deafness/hearing impairment Research aspect a priority
Disabled Not a priority
Drugs/alcohol abuse/counselling Not a priority
Education/schools Not a priority
General community No grants
Hospices Not a priority
Housing/homelessness Not a priority
Individuals/year-out students No grants at all – not eligible
Medical conditions/research/ Research a priority, but no substitution Hospitals of NHS spending
Mental handicap Not a priority
Mental health Not a priority
Museums/galleries/heritage Priority, mainly heritage buildings
Overseas aid/international No grants
Sports Not a priority
Village Halls Not a priority
Sadly, it is a fact that many charities do not carry out up to date research as to the activities and current status of this trust and, no doubt, many others. The correspondent is aware, for example, that appeals were sent to him at an address that he left fifteen years before. Moreover, many charities repeatedly submit applications without ever making any enquiry either by telephone or e-mail as to the likelihood of success.
It is hoped that, if in doubt, charities will make such a preliminary enquiry rather than spending scarce and precious resources on paper and postage on an appeal that is unlikely to succeed. This should not be construed as an encouragement or a requirement to make a preliminary enquiry. Such enquiries should be made only if the foregoing statement of priorities leaves applicants in any doubt as to their eligibility or the likelihood of a worthwhile application.
Large organisations should note that this Trust is less likely to make a grant in circumstances in which it appears probable that a project for which they are fundraising is going to proceed whether or not they receive a grant from this Trust. One of the Settlor's wishes was for grants to "make a difference" to the applicant's organisation.
Most charities insist that every penny makes a difference to them. It is, however, apparent from an examination of their Accounts (which is always carried out) that a relatively modest grant will not make a material difference to an organisation with a very substantial turnover or one that is carrying very large sums of cash in its Balance Sheet. The Trustees' attitude is, of course, different when they are minded to make a substantial grant of such an amount that will make a difference to any project being planned by an organisation of any size.
Following their £25 million capital grant, the Trust's 2017 income will be substantially lower than in previous years. Some grants have already been made out of the 2017 income. So the grants to be made out of that income in the early part of 2017 will be smaller in number.
The Trustees are planning to have liquidated their investment portfolio by the end of 2017. Applications for grants from the Trust's residual funds may be made at any time up to 30th June 2018. Applications made after that date will be too late for consideration. The Trustees anticipate distributing their remaining funds before the end of 2018.