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. While there is no geographical limitation on applicants, applications from charities operating in the “Preferred Locations” of Lancashire (especially Lancaster and District), Cumbria, Greater Manchester, Cheshire and Merseyside will receive preference over applications for support in all other geographical areas.
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 research grants - if you are applying for a medical research 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 driven 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.
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 something other than a capital project? If Yes, please consider carefully before applying (refer to principle 4 above)
6) Is the Charity located outside of the preferred geographical locations or the application for support outside of the preferred geographical locations? If Yes, please consider carefully before applying and note that the trustees will consider supporting capital projects only outside our preferred locations.
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.
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.
Applications for general grants along with supporting information should be completed online by using the form found here
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.