Trust Deed
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.
Categorisation 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.
Principles The Trustees apply the following criteria in making grants:
- 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 or Travelling Fellowship Grants.
- 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.
- The Trustees aim to support fewer charities with larger average grants.
- 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 their preferred locations. For charities in this category they 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 a substantial surplus and/or large reserves, are unlikely to be supported.
- The Trustees do make grants to disaster/emergency appeals which are considered on a case by case basis.
- 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.
- 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.
Medical Grants
Applications 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. A brief but not to technical report is required to be sent to the Secretary detailing the outcome of the project. 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.
Awareness
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.
