The Trustees usually meet on three occasions each year (March, July, and November). All applications for general grants are first vetted by the Secretary and/or two Trustees. Any applications rejected at this stage are listed in the agenda for the next trustees’ meeting with the reason for rejection.
Applications put forward for consideration at the trustees’ meeting are presented to the trustees with a summary report, recommendation and details of the applicant Charity’s financial position.
Organisations The Trust Seeks To Support and Grant Making Policy
In accordance with the Trust Deed, the Trustees make general grants to UK registered Charities involved in the following activities:
- Medical care charities
- Charities in connection with old people
- Charities assisting people who have fallen on evil times through no fault of their own
- Various charitable bodies specified in the Trust Deed
The founding Trust Deed prohibits Trustees from making grants to charities primarily devoted to children or which are under the control of central or local government.
In order to assist prospective applicants, areas of operation specifically supported are detailed below:
- Medical care charities - care specifically aimed at benefitting older people, to include Alzheimer’s, Macular Disease, Prostate Cancer, Parkinson’s disease, etc.
- Charities in connection with old people - Old Age, Homes, Carers
- Charities for people fallen on evil times – Disabled, Hospices, Ex services, Natural or Man-made disasters, Mental Health, Homelessness.
The Trustees apply the following criteria in making grants:
1. The trustees only support applications from Charities operating in the “Preferred Locations” of Lancashire (especially Lancaster and District including all LA postcodes), Cumbria, Greater Manchester, Cheshire and Merseyside. The geographical restriction does not apply to Medical Grants.
2. Preference is given to smaller to medium sized charities where grants will make a difference. Applications for general grants from large well-funded charities (income in excess of £2.5million per annum) will be rejected automatically if the application is for anything other than a capital project. NB This does not apply to medical grants - if you are applying for a medical grant click here.
3. The Trustees aim to support fewer charities with larger average grants.
4. The Trustees’ preference is to support capital projects or project related applications rather than running costs or general operating expenses. However, the Trustees are flexible to take account of the needs of medium and smaller charities (income up to £2.5m) which operate in our preferred locations. For charities in this category we will consider supporting revenue projects and running costs in addition to capital projects. The Trustees scrutinise the financial position of all applicants. Those with Income Accounts showing substantial surpluses are unlikely to be supported.
5. The Trustees do make grants to disaster/emergency appeals which are considered on a case by case basis.
6. The trustees aim to ensure that administration costs for applicant charities are minimised so that, as far as possible, ONLY charities with a realistic chance of support should consider applying for a grant.
7. Charities receiving a grant in excess £5,000 will be required to provide a written report on the progress of the project supported. Ordinarily grants of in excess £50,000 will not be supported without a presentation to the trustees.
Before submitting applications please take the time to consider the questions below.
1) Is the application on behalf of an organisation other than a UK Registered Charity? If YES, do not apply
2) Is The application for an individual (excluding applications for a Fellowship)? If YES, do not apply
3) Is the Charity primarily devoted to children? If Yes, do not apply
4) Is the Charity under the control of central or local government? If Yes do not apply
5) Is the application for a project outside of the preferred geographical locations? If yes, do not apply unless the application is for a medical grant.
6) Is the Application for something other than a capital project? If Yes, please consider carefully before applying (refer to principle 4 above)
7) Is the annual income of the Charity making an application for a general grant above £2.5m per annum? Does the charity enjoy a significant income surplus? If Yes to either question please consider carefully before applying and note that the trustees will consider supporting capital projects only in such circumstances.
Medical Grants - Applications
The Trustees maintain a medical grant reserve account separate from their general charity grant account in order to ensure a proportion of the total funds available is directed in favour of medical grant applications in a fair and efficient manner.
Medical Grants are for sums up to a maximum of £15,000 and ordinarily are for areas such as “pilot study costs” or equipment. Applications are considered at each of the Trustee meetings which are ordinarily held in March, July and November each year.
Applicants for Medical Grants should complete the application form provided - please click here. If you are applying on behalf of a Registered Charity please ensure that the Charity's most recent Annual Report and Accounts are attached to the Application Form.
Applications are only accepted via email using the online form.
General Grants - Applications
Applications for general grants along with supporting information should be completed online by using the form found here
If you are unable to complete the online application please contact the secretary at: email@example.com
1. An outline of the reasons for the application
2. The value of grant applied for
3. The latest Annual report and Audited accounts
4. If the application is for a major capital project, details of the cost of the project together with information regarding funds already in hand or pledged.
The Trustees feel it is important to know the charities to which grants are or may be awarded. They will therefore from time to time arrange to visit the charity and/or arrange for the charity to make a presentation to the Trustees.