GUIDELINES FOR APPLICANTS

The Trustees have, for many 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.

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


It is hoped that, if in doubt, charities will make 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 fewer in number.

The Trustees have liquidated their investment portfolio.  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.