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

Environment/wildlife/animals             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 are still being sent to him at an address that he left fifteen years ago. 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 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.