documentt

44
Allan and Nesta Ferguson Charitable Settlement Address: Stanley Tee Solicitors High Street Bishops Stortford Hertfordshire CM23 2LU Contact: Richard Tee Position: Trustee Phone: 01279 755200 Email: [email protected] Web: http://www.fergusontrust.co.uk/ Registered Charity Number: 275487 Grant total £3.6 million to organisations (2008) Areas of work Peace, education, overseas development Trustees Elizabeth Banister; David Banister; Lesley Roff; Richard Tee. Beneficial area Unrestricted, with a local interest in Birmingham and Bishop's Stortford. Information available Annual report and accounts were on file at the Charity Commission. The trust also has a clear and simple website. General information The Allan & Nesta Ferguson Charitable Trust was set up in memory of two generations of the Ferguson family to promote their particular interests in education, international friendship and understanding, and the promotion of world peace and development. Grants are given to charitable organisations involved in projects supporting the interests of the trust, and also to individual students who are undertaking a gap year or studying for a PhD. The trust gives the following information for organisations on its website: "Charitable organisations can be situated either in the UK or overseas but must be registered as a charity with the Charity Commission and will principally be educational bodies or aid organisations involved in projects supporting educational and development initiatives, including the promotion of world peace and development. All grants made by the trust are project based and must have an educational aim, element or content. In general the trustees will not consider applications for core funding or the construction of buildings in the UK. Overseas, however, the trustees will consider funding aid projects e.g. water treatment, food and medical supplies or the provision of basic facilities that are the pre-requisite of an educational or development initiative." "Grants made to charities during the year will vary both in size and amount, and will probably total between £5 million and £6 million. The amount of the grant is entirely at the discretion of the trustees and no reason for giving, withholding or offering a partial grant will be made." In 2008 the trust had assets of £23.2 million and an income of £1.4 million. Grants were made to organisations totalling over £3.6 million.

Upload: nasseem-khanum

Post on 13-Sep-2014

61 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Documentt

Allan and Nesta Ferguson Charitable SettlementAddress: Stanley Tee Solicitors High Street Bishops Stortford Hertfordshire CM23 2LU

Contact: Richard Tee

Position: TrusteePhone: 01279 755200Email: [email protected]

Web: http://www.fergusontrust.co.uk/

Registered Charity Number:275487

Grant total£3.6 million to organisations (2008)

Areas of workPeace, education, overseas development

TrusteesElizabeth Banister; David Banister; Lesley Roff; Richard Tee.

Beneficial areaUnrestricted, with a local interest in Birmingham and Bishop's Stortford.

Information availableAnnual report and accounts were on file at the Charity Commission. The trust also has a clear and simple website.

General informationThe Allan & Nesta Ferguson Charitable Trust was set up in memory of two generations of the Ferguson family to promote their particular interests in education, international friendship and understanding, and the promotion of world peace and development.

Grants are given to charitable organisations involved in projects supporting the interests of the trust, and also to individual students who are undertaking a gap year or studying for a PhD.

The trust gives the following information for organisations on its website:"Charitable organisations can be situated either in the UK or overseas but must be registered as a charity with the Charity Commission and will principally be educational bodies or aid organisations involved in projects supporting educational and development initiatives, including the promotion of world peace and development. All grants made by the trust are project based and must have an educational aim, element or content. In general the trustees will not consider applications for core funding or the construction of buildings in the UK. Overseas, however, the trustees will consider funding aid projects e.g. water treatment, food and medical supplies or the provision of basic facilities that are the pre-requisite of an educational or development initiative."

"Grants made to charities during the year will vary both in size and amount, and will probably total between £5 million and £6 million. The amount of the grant is entirely at the discretion of the trustees and no reason for giving, withholding or offering a partial grant will be made."

In 2008 the trust had assets of £23.2 million and an income of £1.4 million. Grants were made to organisations totalling over £3.6 million.

Grants were categorised as follows, shown here with examples of beneficiaries receiving £15,000 or more:Educational bodies - £2.3 million

Large grants were awarded to: The Open University and the Cambridge Foundation (£500,000 each); and Coventry University (£468,000). Other beneficiaries included: Royal Academy of Music (£45,000); Cranfield University (£35,000); University College London (£30,000); Foundation for Young Musicians (£25,000); London Business School (£20,000); and Child Soldiers Coalition Education & Research Trust (£15,000). Smaller grants totalled £354,000.

Overseas development - £1.2 million

Beneficiaries included: Microloan Foundation (£35,000); Christian Aid and Soteria Trust (£30,000 each); Garden Africa (£25,000); New Vision Development Organisation Kenya (£20,000); and Interact Worldwide and the Resource Alliance (£15,000 each). Smaller grants totalled £584,000.

Educational projects encompassing the promotion of world peace - £174,500Beneficiaries included: CHIPS and Justice Africa (£30,000 each); Institute for Law & Peace (£20,000); and Concordis International Trust and Fellowship of Reconciliation (£15,000 each). Smaller grants totalled £64,500.

Page 2: Documentt

Applications

Applications by charities for small to medium grants (up to a maximum of £50,000) may be submitted at any time and will be considered on a regular basis. Applications for larger grants will be considered at bi-annual meetings held in March and October and applications should be submitted at the very latest in the previous months i.e. February or September.Grants to charities will be on a matching funding basis only so that if the applicant has raised 50% of their budget the trustees will consider awarding matching funding up to a maximum of 50%. However, if the applicant has raised less than 50% of their budget the trustees will only consider awarding a maximum of 30% funding. Evidence of actively seeking funds from other sources is seen by the trustees as being a beneficial addition to any application. No repeat applications will be considered within three years of the conclusion of the grant term.The trust prefers applications to be submitted online. Alternatively, forms can be downloaded and sent by post. Please do not extend the length of the forms, or add any attachments. Applications must not exceed 3 pages. Please use text size 12. If you are applying for more than one project, please use a separate form for each project.All applications by email will be acknowledged and a decision will usually be given within three months of the application. No progress reports will be given and no correspondence will be entered into in the meantime.

CAFOD (Catholic Agency for Overseas Development)

Page 3: Documentt

Address:Romero House 55 Westminster Bridge Road London SE1 7JB

Contact:James Steel

Position:Director of Finance and Services DivisionPhone: 020 7733 7900Fax: 020 7274 9630Email: [email protected]

Web: http://www.cafod.org.uk

Registered Charity Number:285776

Grant total£28.5 million (2008/09)No. of applications successful677

Areas of workPoor communities overseas, victims of famine, disasters or war

TrusteesRt Revd John Rawsthorne, Chair; Rt Revd Kieran Conry; Mary Ney; Charles Reeve-Tucker; Fr Jim O’Keefe; Revd Timothy Radcliffe; Robert Archer; Bishop John Arnold; Margaret Mwaniki; Clare Gardner.

Beneficial areaPredominantly overseas, with some funding to partners in the UK.

Information availableAccounts were available from the Charity Commission. The charity also has a detailed and informative website.

General information

CAFOD undertakes long-term development work with some of the world's poorest communities. In almost all cases work overseas is planned and run by local people. Programmes include education and skills training, human rights promotion, healthcare, HIV/AIDS, safe water, agriculture and small businesses. Immediate help for people affected by emergencies such as wars and natural disasters is also funded, as is the analysis of the causes of underdevelopment and campaigns on behalf of the world's poor. All programmes seek to promote gender equality. In England and Wales CAFOD's Development Education Fund makes small grants to local or national groups with young people and adults for projects developing education and action on local-global poverty and injustice issues.

In 2008/09 the charity had assets of £24.8 million and an income of almost £47.7 million. Grants payable in the furtherance of the charity's objectives totalled £28.5 million (677 grants), which were broken down as follows:

  Amount No. of grants

Disaster relief £13 million 116

Sustainable livelihoods £6.65 million 154

HIV/AIDS £2.26 million 80

Economic development £1.65 million 76

Education £1.39 million 95

Human rights £1.35 million 46

Conflict resolution £1.19 million 52

Page 4: Documentt

Health £969,000 58

Geographically, grants were distributed as follows:

  Amount No. of grants

Africa £16.86 million 292

Asia and the Middle East £6.27 million 134

Latin America £4.12 million 151

Global, policy and education £1.12 million 98

£116,000 2

Exclusions

CAFOD generally does not award grants on application, but funds work through long term partnerships with predominantly Southern based civil society organisations. CAFOD does not make grants to individuals or to organisations whose aims are primarily political.

Applications

UK applicants are advised to contact the Education Fund Coordinator on 020 7095 5317 or by email at [email protected] for further details. Guidelines for Development Education Fund grants can be found here.

Page 5: Documentt

Rosa - the UK fund for women and girls Address: c/o Women's Resource Centre Ground Floor East 33-41 Dallington Street London EC1V 0BB

Contact: Ann-Sophie Morrissette

Position: Phone: 020 7324 3044 Email: [email protected] Web: http://www.rosauk.org Registered Charity Number:1124856--------------------------------------------------------------------------------

Grant total(2009) See below

No. of applications received128No. of ineligible applications15No. of applications successful3

--------------------------------------------------------------------------------Areas of workWomen’s organisations and projects supporting women--------------------------------------------------------------------------------TrusteesMrs Marilyn List; Ms Maggie Baxter; Ms Vivienne Hayes.--------------------------------------------------------------------------------Beneficial areaUK.--------------------------------------------------------------------------------Information availableInformation was available on the Rosa website.--------------------------------------------------------------------------------General information'Rosa was launched in June 2008, following over a decade of research and development in response to a need for greater recognition and financial support for the UK’s women’s organisations and projects supporting women.

"'We are the first UK-wide fund for women’s projects and would like to see equality and justice for women and girls throughout the four countries. Our role in bringing about this change is to raise and distribute money to women’s projects and influence others to do the same."

"'There are a broad range of issues that have an impact on the UK’s women. Rosa will focus on funding projects in four key policy areas:"

■"economic justice"■"health and well-being"■"leadership"■"safety.""'During our first year of grant giving we will be giving out funds on a quarterly basis – focusing on a theme under each of these key areas in turn. The first key policy area is Health and Well-being and the theme is Body Image. The process starts with the announcement of the criteria in February 2009, with final decisions on awarding grants in May 2009."

"'Our intention is to listen to and respect the voices of all women and girls in the work we do at Rosa. In particular we wish to work with those from groups who are heard less often for example due to their age, disability or migration status."

"'We are looking to fund work that will help women and girls view themselves more positively and with less self-criticism. The key question we would ask you to address is: How you can support women and girls, to develop a positive body image?"

Particular Criteria"'The following criteria are additional to the main question. All applications must:"

■"Be a project carried out in partnership between a minimum of two organisations to meet Rosa’s commitment to bringing people together to find solutions."

Page 6: Documentt

■"Have a link with the Media – for example local, national or specialist press or electronic media."■"Have a minimum of 20% (£200 for each £1,000) funding from other sources to contribute to the delivery of the project."■"Show how the work could lead to a change in attitude and practice."Gene"ral Criteria"■"Rosa will only fund organisations with charitable objectives that are also based in and working in the UK."■"Rosa will fund projects run by women, based in women’s organisations or based in mainstream organisations."■"Rosa will consider funding capital and/or revenue projects."■"The grant can be used to fund project and/or core costs."■"Organisation can only have one grant at a time and will normally be able to reapply after a break of three years after a grant has been awarded."■"Rosa will not fund political parties or activity that promotes religion.""'In all its work Rosa seeks to support best practice on equality of opportunity and environmental sustainability."

Funding available"'We anticipate making total grants of around £25,000 to support work on body image. We expect to give 2 or three smaller grants of £2,000 to £5,000 and one larger grant of between £10,000 and £20,000.'"

In June 2009, Rosa announced details of its first grantees. These were ICA:UK/Feminist Webs, The Powerhouse and Mimbre. Further information about each of these groups is available on Rosa's website.

--------------------------------------------------------------------------------

ApplicationsFull guidelines can be downloaded at the Rosa website.

"'If you have a great idea that you would like us to contribute some money to which fulfils the criteria outlined above please complete the first stage application form and return it to us at the address below. If successful in the first round you may be asked to provide further information on the work outlined in the application. Applications must be posted – emails will not be accepted.'"

Page 7: Documentt

The Dulverton Trust Address: 5 St James's Place London SW1A 1NP

Contact: Andrew Stafford

Position: Director Phone: 020 7629 9121 Fax: 020 7495 6201 Email: [email protected] Web: http://www.dulverton.org Registered Charity Number:206426Last update:07/08/2009--------------------------------------------------------------------------------Grant total£3 million (2008/09)

No. of applications received1261No. of ineligible applications548No. of applications successful252--------------------------------------------------------------------------------Areas of workYouth and education, conservation, welfare, general

--------------------------------------------------------------------------------TrusteesChristopher Wills, Chair; Sir John Kemp-Welch; Tara Douglas-Home; Lord Dulverton; Lord Gowrie; Dr Catherine Wills; Richard Fitzalan Howard; Sir Malcolm Rifkind; Dame Mary Richardson.

--------------------------------------------------------------------------------Beneficial areaUnrestricted. Mainly UK in practice. An interest in the Cotswolds. Limited support to parts of Africa. Few grants for work in London or Northern Ireland.

--------------------------------------------------------------------------------Information availableAnnual report and accounts were available from the Charity Commission. The trust also has a clear and concise website.

--------------------------------------------------------------------------------

General informationBackgroundThis is one of the trusts deriving from the tobacco-generated fortune of the Wills family. It has an endowment worth £79.6 million and a body of trustees which combines family members with others who have achieved distinction in public life.

The Dulverton Trust is unusual in saying that an application, outside its guidelines, may be accepted if it is supported by an individual trustee - most trusts say that their trustees decide their grantmaking intentions and policies first, and then stick to them.

There is a clear, reported family connection with the Cotswold area (though no longer apparently with Bristol, where many of the Wills factories were located). Sir John Kemp-Welch is a former Chairman of the London Stock Exchange; Sir Malcolm Rifkind, is also a former foreign secretary; and Lord Gowrie, best known for his interests in the arts (although the trust excludes the arts entirely from its grantmaking).

GeneralApart from a few special programmes described below, the trust makes one-off grants and will not normally consider further applications until a period of at least two years has passed.

The trust supports national, regional and local charities operating in England, Scotland and Wales, especially in areas where there is a significant amount of deprivation, and particularly where a grant would make a real difference to the recipients. Grants are also made overseas, particularly in Eastern and Southern Africa.

The trust makes two types of grant:

■Major - for charities that operate nationally or across the geographical regions of the UK. Support will normally be restricted to charities whose annual income is below £50 million.

Page 8: Documentt

■Minor - for smaller charities usually working at local or county level. Support will normally be restricted to charities whose annual income is below £400,000. A fixed sum of money is earmarked each year for these awards and the maximum grant is £3,500. Priority will be given to charities working in areas of severe deprivation or rural isolation.Grants in 2008/09In 2008/09 the trust had assets of £59 million and an income of £1.4 million. During the year the trust received 1,261 appeals for funding, 252 of which received a grant, making the success rate around one in five. Though there are wide areas of 'exclusion' these can be funded if an application is recommended by a trustee. Grants paid during the year totalled £3 million and were distributed amongst the following categories:

Youth and education 34% £1 million General welfare 22% £664,000 Africa 11% £320,000 Minor Appeals 9% £275,000 Conservation 7% £208,000 Preservation 7% £196,000 Miscellaneous 5% £147,000 Peace and security/humanitarian support 3% £97,000 Religion 1% £35,000 Local appeals (Cotswolds) 1% £25,000

The following analysis of the trust's areas of interest and achievements during the year is provided by the trust in its excellent annual report (with grant figures added where necessary):

"General Welfare""General Welfare is the next largest category, accounting this year for 22.1% of grant expenditure. As always, a very wide range of charitable activity falls under this heading. trustees' concern for the welfare of former members of the Armed Forces was recognised by grants to Veterans Aid (£36,000) and St Oswald Stoll Foundation (£22,000) - and also Combat Stress in the Miscellaneous Category."

"Support was provided for families through grants to the British Association for Adoption and Fostering and Trussell Trust (£25,000 each); Army Families Federation (£22,000); Circle Supporting Families in Scotland, Gingerbread and Families Need Fathers (£20,000 each); Twins and Multiple Births Association (£18,000); Families for Children (£15,000); and Lilias Graham Trust and One Plus One (£10,000 each). "

"The problems of homelessness persist, and help was provided for Crisis UK (£30,000); Shelter (£30,000); and Emmaus UK (£15,000). Hard-pressed carers were assisted through awards to Carers UK (£30,000); Princess Royal Trust for Carers (£22,000); and Kiloran Trust (£5,000). Trustees were only too well aware of the likely increase in problems of indebtedness, and were happy to support the excellent work of Christians Against Poverty with a three-year grant."

"The RNLI received a further exceptional perennial grant (£25,000) towards a course to train inshore lifeboat crews; the chairman and finance director visited this course at the Lifeboat College and were impressed by the quality of the volunteers. As a result of the quinquennial review, the guidelines were amended to indicate that in future the trust would not normally provide support for people with disabilities; this change was made in order to clarify the trust’s policy, and also in recognition that this area is well covered by other grantmakers. In consequence, a number of charities for disabled people which have previously received Dulverton support will in future be ineligible."

"Africa""Grants amounting to 10.6% of the awards went to projects in Africa, reflecting the quality of appeals received and the fact that more can often be achieved for relatively modest sums in Africa than in the UK. The largest grant was the perennial award for Book Aid International (£36,000), for its much-needed work in delivering books to East Africa."

"The Kariandusi School Trust (£35,000) was commended for its remarkably cost-effective work in rebuilding primary schools in the Rift Valley in Kenya; these schools were put under greater pressure in 2008 by the influx of families displaced by inter-communal violence. Also in Kenya, a supplementary grant was awarded to the Starehe Girls’ Centre (£13,000) to cover the increase in costs of building materials caused by the violence."

"The perennial grant to Voluntary Service Overseas (£27,000) continued, for the sponsorship of eight placements in East Africa. The excellent international work of the Duke of Edinburgh’s Award (£26,000) was supported with a grant towards establishing Open Award Centres in Kenya and Uganda for youngsters not in formal education. The third of three grants was made to Hope and Homes for Children (£25,000) for its innovative work with orphans in South Africa. School-Aid UK (£25,000) received further support for its good work in shipping superseded text books and other equipment donated by UK schools to needy schools in Africa. Tusk Trust (£25,000) received support for another excellent project, the Koiyaki Guide School in the Maasai Mara."

"The grants to Tools for Self Reliance (£23,000); International Rescue Committee UK (£22,000); Students Partnership Worldwide (£20,000); TreeAid (£17,000); and Farm Africa (£15,000) were all for projects designed to assist local communities in East Africa to help them to improve self-sufficiency. An unusually large number of grants were awarded for projects in Uganda, reflecting the generally more peaceful conditions in that country."

"Minor Appeals""The sum available for minor appeals from small charities was increased at the quinquennial review, and maximum individual grants were increased from £3,000 to £3,500. Trustees continued to be encouraged by the worthiness and variety of the appeals considered, and the ability of a modest grant to make a significant difference to a small charity. A total of 120 grants were awarded to organisations such as Scout Groups, Youth Clubs and community groups, with priority as always given to the

Page 9: Documentt

more disadvantaged regions of the UK. An exceptional grant made to the Chelsea Festival was rescinded after the event was cancelled."

"Conservation""After a lean year in 2007/08, the conservation category attracted 6.9% of the grants made in 2008/09. The marine environment was supported with grants to the Marine Conservation Trust (£30,000); the Marine Stewardship Council (£25,000); and the Fair Isle Bird Observatory Trust (£10,000); the latter reflected long-term trust support to Fair Isle, with the first grant having been made in 1954. Earthwatch Institute – Europe (£25,000) received a grant towards encouraging disadvantaged young people to get involved in environmental projects. The perennial grant to UK CEED (£23,000) was continued, to support their important work in demonstrating how environmental protection and economic development priorities can be reconciled. Wildscreen (£25,000) was commended for its excellent work in preserving and collating film footage and photographs of endangered species. Projects to encourage children to take an interest in wildlife and the environment were supported at Naturedays (£19,000); Sir Harold Hillier Gardens and Arboretum (£15,000); and Westcountry Rivers Trust (£11,000)."

"Preservation""The Preservation category was awarded 6.5% of the grants made. The trustees continued their policy of making one significant grant each year to a major ecclesiastical building, and this was awarded to St George’s Chapel at Windsor Castle (£40,000). The perennial grant to the National Churches Trust (£45,000) was further enhanced in recognition of the steadily increasing preservation problems faced by parish churches. Trustees commended the important and unique projects at the Knockando Woolmill Trust (£25,000) and the Great Dixter Charitable Trust (£20,000) which were supported with conditional grants, dependent on the outcome of Heritage Lottery applications, both of which were confirmed before the year end. The grant to the United Kingdom Antarctic Heritage Trust (£25,000) for the preservation of Scott’s Hut, though outside the trust’s normal geographical area of interest, was awarded in recognition of the long association between Sir Peter Scott and 2nd Lord Dulverton."

"Miscellaneous""This category accounted this year for 4.9% of the grants, well below the 10% ceiling set by trustees. It embraces charities which trustees consider to be worthy of support, despite being at the margins of the trust's guidelines, and also some which provide services for the benefit of the charitable sector as a whole. The largest grant was the continuation of the three-year grant to Combat Stress (£40,000), and this was augmented by a grant to Gardening Leave (£20,000), a new charity which offers horticultural therapy for veterans suffering from Post Traumatic Stress. An exceptional grant was awarded to the National Gallery (£30,000) towards the Titian Appeal. REACH Volunteering (£12,000) continued to receive a perennial grant for its excellent work in support of the whole charitable sector, by matching skilled volunteers to the needs of individual charities."

"Peace and Humanitarian Support""As a result of the quinquennial review, this category was changed to Peace and Humanitarian Support, and will in future concentrate on work connected with peace intervention and infrastructure for disaster relief. Some 3.6% of the grants went towards this category. The largest grant was the perennial award to the Royal United Services Institute (£30,000), and this was supplemented towards the end of the year by a further urgent grant towards a study of the attitude of the Zimbabwean Army. The outstanding work of Encompass (£32,000) in bringing together young people from Israel, Palestine, Indonesia, UK and US through participation in outward bound activities was supported with a further grant. St Ethelburga’s (£25,000) received support towards new reconciliation initiatives. A conditional grant was made to the Oxford Research Group towards a high-level international conference, but this was deferred beyond the year end."

"Religion""This category was discontinued as a result of the quinquennial review. Three grants had previously been awarded, the largest of which was for the Awareness Foundation - formerly known as the Trinity Foundation for Christianity & Culture (£20,000), towards providing a course to assist with inter-faith understanding. In future, religious education may be considered under the Youth and Education Category, and inter-faith work under General Welfare. "

"Local Appeals""Within the allocation of £25,000 for Local Appeals in the Cotswolds, Lord Dulverton approved a total of eight small grants, which were subsequently ratified by trustees."

--------------------------------------------------------------------------------ExclusionsThe trust will not usually give grants for the following:

■individuals (we give grants only to registered charities)■museums, galleries, libraries, exhibition centres and heritage attractions■individual churches, cathedrals and other historic buildings (except for limited support under the preservation category)■individual schools, colleges, universities or other educational establishments■hospices, hospitals, nursing or residential care homes■expeditions or research projects■activities outside the stated geographical scope.Support is rarely given to charities whose main beneficiaries live within Greater London or Northern Ireland.

Grants are not normally available in the following areas of activity:

■health and medicine, including drug and alcohol addiction, therapy and counselling■support for people with disabilities■the arts, including theatre, music and drama■sport, including sports centres and individual playing field projects■animal welfare or projects concerning the protection of single species■expeditions and research projects

Page 10: Documentt

■individuals volunteering overseas■conferences, cultural festivals, exhibitions and events■salaries for specific posts■major building projects, including the purchase of property or land■endowments■work that has already taken place (retrospective funding)■appeals which seek to replace statutory funding.--------------------------------------------------------------------------------Applications"How to apply"

"Please read the guidelines carefully, making sure that none of the exclusions apply to your charity or project. If you believe that your appeal falls within the funding policy of the trust, you are welcome to apply as follows:"

1."Send your application by post to the Director. The trust reserves the right not to respond to appeals by email from unfamiliar sources."2."There is no set application form, but you should restrict your application to two pages."3."Make sure you include your organisation’s full contact details, together with an email address and telephone number. Also please confirm your charitable status, giving the registered charity number."4."Include a brief description of the background, aims and objectives of the charity; details of the specific purpose for which funding is sought together with the funding target; and the balance of funding outstanding at the time of the application."5."Finally, please enclose a copy of your most recent annual report and accounts if they are not available on the Charity Commission’s website.""If you wish to make initial enquiries, establish eligibility, discuss time scales or need to seek further guidance about an application, please telephone the trust’s office and ask to speak to one of the Directors."

"When to apply"

"The trustees meet four times a year to consider major appeals: in February, May, July and October. Minor appeals are considered four times a year at variable times between the main agenda meetings. There are no deadlines or closing dates."

"The selection procedure can take between three to six months so it is advisable to apply in plenty of time, especially if funding is required by a certain date."

"Assessment process"

"Each application is considered on its merits and all will receive a reply as soon as possible, although research and consultation may delay a response from time to time. The trust will usually acknowledge receipt of your application by email, so please remember to include a current email address. If you do not have one, we will send you an acknowledgement by post. All rejected applications will receive notification and an outline explanation for the rejection will usually be given."

"Applications that are listed for consideration for a Major Grant will normally receive a visit from one of the trust’s directors who will subsequently report to the trustees."

"Following the trustees’ meeting, successful applicants will be notified of their award in writing. The trustees’ decisions are final."

Page 11: Documentt

The Eleanor Rathbone Charitable Trust Address: 546 Warrington Road Rainhill Merseyside L35 4LZ

Contact: Mrs Liese Astbury

Position: Administrator Email: [email protected] Registered Charity Number:233241Last update:01/10/2009--------------------------------------------------------------------------------Grant total£253,000 (2007/08)

No. of applications received262No. of ineligible applications93No. of applications successful145--------------------------------------------------------------------------------Areas of workMerseyside, women, 'unpopular causes'--------------------------------------------------------------------------------TrusteesWilliam Rathbone; Jenny Rathbone; Andrew Rathbone; Lady Morgan; Mark Rathbone.

-------------------------------------------------------------------------------Beneficial areaUK, with the major allocation for Merseyside; also international projects (Africa, the Indian Sub Continent, plus exceptionally Iraq and Palestine).--------------------------------------------------------------------------------Information availableAccounts were on file at the Charity Commission, without a list of grants.--------------------------------------------------------------------------------General informationThe trust concentrates its support largely on the following:

■charities and charitable projects focused on Merseyside.■charities benefiting women and unpopular and neglected causes but avoiding those with a sectarian interest.■charities with which any of the trustees have a particular knowledge or association or in which it is thought Eleanor Rathbone or her father William Rathbone VI would have had a special interest.■charities providing holidays for disadvantaged people from Merseyside.International GrantsThe trust also makes international grants which are governed by the following criteria:

■The trust will only consider projects from Africa, the Indian Sub Continent, plus exceptionally Iraq and Palestine.■Applications will be considered only from small or medium sized charities.■Projects must be sponsored and monitored by a UK based charity. In addition, projects must meet one or more of the following criteria: (i) they will benefit women or orphan children; (ii) they will demonstrate local involvement in scoping and delivery, except where skills required are not currently available e.g. eye surgeons in remote rural areas (iii) they will aim to repair the damage in countries recently ravaged by international or civil war; (iv) they will deliver clean water.In 2007/08 the trust's assets stood at £7.6 million. It had an income of £289,000 and made grants totalling £253,000, which are broken down as follows:

Merseyside £136,000 45 grants International £67,000 44 National/Regional £43,000 16 Holidays £6,800 6

Most donations are on a one-off basis, although requests for commitments over two or more years are considered. Grants are made in the range £100 to £3,000 and exceptionally higher.--------------------------------------------------------------------------------

ExclusionsGrants are not made in support of: any activity which relieves a statutory authority of its obligations; individuals, unless (and only exceptionally) it is made through a charity and it also fulfils at least one of the other positive objects mentioned above; overseas organisations without a sponsoring charity based in the UK.

Page 12: Documentt

The trust does not generally favour grants for running costs, but prefers to support specific projects, services or to contribute to specific developments.--------------------------------------------------------------------------------

ApplicationsThere is no application form. The trust asks for a brief proposal for funding including costings, accompanied by the latest available accounts and any relevant supporting material. It is useful to know who else is supporting the project.

To keep administration costs to a minimum, receipt of applications is not usually acknowledged. Applicants requiring acknowledgement should enclose an sae.

Trustees currently meet three times a year on varying dates (contact the Administrator for information on the latest deadlines).

Page 13: Documentt

The Sigrid Rausing Address: Eardley House 4 Uxbridge House London W8 7SY

Contact: Sheetal Patel

Position: Administrator Phone: 020 7908 9870 Fax: 020 7908 9879 Email: [email protected] Web: http://www.sigrid-rausing-trust.org/ Registered Charity Number:1046769--------------------------------------------------------------------------------Grant total£17 million (2007)--------------------------------------------------------------------------------Areas of workHuman, women's and minority rights and social and environmental justice-------------------------------------------------------------------------------TrusteesDr Sigrid Rausing; Joshua Mailman; Susan Hitch; Andrew Puddephatt; Geoff Budlender.--------------------------------------------------------------------------------Beneficial areaUnrestricted.--------------------------------------------------------------------------------Information availableAccounts were available at the Charity Commission.--------------------------------------------------------------------------------

General informationSummaryThe trust was set up in 1995 by Sigrid Rausing and takes as its guiding framework the United Nations' Universal Declaration of Human Rights. Its vision is 'A world where the principles of the Universal Declaration of Human Rights are implemented and respected and where all people can enjoy their rights in harmony with each other and with the environment.'

The trust made its first grants in 1996 and, from the beginning, has taken a keen interest in work that promotes international human rights. It was originally called the Ruben and Elisabeth Rausing Trust after Singrid’s grandparents. In 2003 the trust was renamed the Sigrid Rausing Trust to identify its work more closely with the aims and ideals of Sigrid Rausing herself.

GeneralThe trust has four funding categories which provide a framework for its activities:

■civil and political rights■women’s rights■minority rights■social and environmental justice.Each programme has a number of sub-programmes, which can be found on the trust’s website.

The trust has five main principles which guide its grantmaking:

■the essential role of core funding■good and effective leadership■flexibility and responsiveness to needs and opportunities■the value of clarity and brevity in applications and reports■long term relationships with grantees.

The following is taken from the trust’s 2007 accounts and explains the trust's grantmaking policy in further detail. ‘"The trust’s defining attribute remains its commitment to support groups that work internationally, using a rights based approach. The trustees are interested in groups that address the serious global problems of our age and are aiming for long-term strategic change. There is an understanding amongst the trustees that they are trying to alter the root causes of problems rather than mitigate the effects.'"

"'They generally do not fund the provision of services, except where a group can clearly show that it has a new methodology or approach, which could bring about a substantial change in the sector in which it is used.'"

"'The trustees tend to make grants for effective and focussed advocacy and campaigning work. They also believe in getting funds as close as possible to the problem and have a strong interest in funding organisations that sub-grant onwards to small grass-roots organisations in the global south.'"

Page 14: Documentt

"'They lay heavy emphasis on good leadership – they think it is the key to successful social change. This core belief comes out of the trustees ‘no nannying’ approach. Groups that apply to the Sigrid Rausing Trust are expected to stand on their own feet. They come to the trust with ideas, it does not suggest plans to them, and it believes they are the experts and entrepreneurs best able to judge their own priorities. The trust’s role is to take a decision about whether or not it wants to support what is put before it. If it does, then it tries to stand back and let the group pursue its mission. '"

"'The trust seeks to provide support in as flexible way as possible, including core funding where this is applicable to assisting a group advance their overall objectives. It is interested in long-term relationships with the groups it supports, subject to a yearly application and review process. Groups that cannot manage the trust’s processes and meet its deadlines without being reminded, tend not to be re-granted."’

The trust gives two key types of grants:

■Main Grants - between £15,000 and £850,000 for 1-3 years.■Small Grants - up to £15,000 – for smaller organisations who find it difficult to fundraise from international funding agencies (several small grantees have also gone on to receive a Main Grant).In exceptional circumstances the trust may also provide Emergency Funds in response to a sudden human rights crisis or in order to protect human rights defenders. Please note, grants under this programme require a recommendation by an existing grantee, another funding agency, or a contact in the field.

Existing grantees may also be eligible for an Advancement Grant, designed to support a major infrastructure step change.

A detailed breakdown of grantees under each funding stream is available on the trust’s website. The funding categories are:

Civil and Political RightsThe trust funds organisations which undertake research, support and advocacy.

Beneficiaries included: International Crisis Group and Front Line - Ireland (£300,000 each); Interights (£250,000); Children's Legal Centre and International Rehabilitation Council for Torture Victims – Denmark (£200,000 each); Peace Brigades International (£150,000); Article 19 (£95,000); Commission for Looted Art (£75,000); Abdorrahman Boroumand Foundation – USA (£50,000).

Women's RightsThe trust supports organisations for social and economic participation and the implementation of rights.

Beneficiaries included: Fahamu (£405,000); CAMFED (£350,000); Urgent Action Fund - Kenya (£240,000); African Women’s Development Fund – Ghana (£120,000); Domestic Violence Intervention Project (£90,000); Kings College London - International Policy Institute (£73,000); ASTRA - Poland (£45,000); and Center for Egyptian Women’s Legal Assistance – Egypt (£33,000).

Minority RightsThrough this programme the trust supports marginalised, indigenous and minority people, lesbian and gay rights and refugees and migrants.

Social and Environmental JusticeThe trust supports organisations that are involved in corporate and institutional accountability, environmental justice and labour rights.

Beneficiaries included: Global Witness (£395,000); Pesticide Action Network (£300,000); Friends of the Earth International – Netherlands (£250,000); Zero Mercury Campaign – Belgium (£200,000); Angelica Foundation – USA (£175,000); Business and Human Rights Resource Centre (£70,000); Corner House (£50,000); and Amazon Watch – USA (£40,000).

-------------------------------------------------------------------------------ExclusionsNo grants are made to individuals or faith based groups.

--------------------------------------------------------------------------------ApplicationsApplications are considered only from organisations that have been invited to apply. There is, however, an open pre-application process. Applicants should check the guidelines detailed on the trust's website. If you are confident that your work falls clearly within them, and you wish to be considered for an invitation, you should complete the short 2 page enquiry form (for Main or Small grants, as appropriate) available on the trust’s website. Completed forms should be submitted by email.

As trustees consider grant applications under each sub-programme once a year, organisations should register an enquiry as early as possible, if possible at least 6 months before the intended start of the project.

The trust does not give grants to individuals and only funds projects or groups that are charitable under the law of England and Wales. The vast majority of the work it funds is internationally based and it is interested in rights based advocacy and not the delivery of services.

Based on the information provided in the enquiry form, the trustees will decide which groups to invite to apply for funding. Applications pass through a careful vetting process. Even if your organisation falls within the guidelines this is not a guarantee that you will be invited to apply. The trust considers grants to cover core costs, and project work. It also considers advancement

Page 15: Documentt

grants to help groups extend their reach and operating abilities, but only for those organisations with which it has an established relationship.

All those who receive an invitation to apply for a grant are assessed by the relevant programme officer. Applicants should be aware that the trustees take the application process and the meeting of their deadlines seriously. Sending an incomplete application can count against a group. Failing to submit reports on how the grant was spent by the requested deadline will also be taken into account.

Hasluck Charitable Trust

Page 16: Documentt

Address: Thring Townsend Lee & Pembertons Kinnaird House 1 Pall Mall East London SW1Y 5AU

Contact: John Billing

Position: Trustee Phone: 020 7766 5600 Email: [email protected] Registered Charity Number:1115323--------------------------------------------------------------------------------Grant total£102,000 (2007/08)

No. of applications received350No. of ineligible applications10No. of applications successful38--------------------------------------------------------------------------------Areas of workHealth, welfare, disability, youth, overseas aid--------------------------------------------------------------------------------TrusteesMatthew James Wakefield; John Philip Billing.--------------------------------------------------------------------------------Beneficial areaUK.--------------------------------------------------------------------------------Information availableAccounts were on file at the Charity Commission.-------------------------------------------------------------------------------General informationRegistered with the Charity Commission on 14 July 2008, 'the trustees allocate half of the income received to eight charities [Barnardos, Mrs R H Hotblacks Michelham Priory Endowment Fund, International Fund for Animal Welfare, Macmillan Cancer Relief, the Riding for the Disabled Association, RNLI, RSPB and Scope], which are of particular interest to the settlor. The remaining monies are distributed to such charitable bodies as the trustees decide.'

In 2007/08 the trust had assets of £1.1 million and an income of £152,000. Grants totalled £102,000.

The sum of £50,000 was given to the trust's eight primary beneficiaries. There were a further 30 grants made in the range of £1,000 to £2,000. Beneficiaries included 3H Fund, the John Aspinall Foundation, British Blind Sport, Combat Stress, Deafblind UK, Give Youth a Break, Opera North, Papworth Trust, the Smile Train, Starlight Children's Foundation, the Stroke Association, Sustrans, World Vision-Bangladesh Appeal, Whirlow Hall Farm Trust, Whizz Kidz and Women's Aid.

--------------------------------------------------------------------------------ApplicationsIn writing to the correspondent. 'Distributions are generally made in January and July, although consideration is given to appeals received at other times of the year.'

Mosselson Charitable Trust Address:

Page 17: Documentt

Denmoss House 10 Greenland Street London NW1 0ND

Contact: The Trustees

Position: Registered Charity Number:266517--------------------------------------------------------------------------------Grant total£20,000 --------------------------------------------------------------------------------Areas of workMedical research, culture and history, welfare of women and children --------------------------------------------------------------------------------TrusteesD Mosselson; Mrs M Mosselson. --------------------------------------------------------------------------------Beneficial areaUK. --------------------------------------------------------------------------------

Information availableInformation was on file at the Charity Commission. --------------------------------------------------------------------------------

General informationThis trust provides donations to worthwhile causes, especially in the fields of medical research, culture and history, and the well–being of children and young people.

The trust is currently still building up its assets. Its income is derived from rent on two properties owned by the trust and interest received from the bank deposit account.

In 2005/06 the trust had an income of £162,000 and a total expenditure of £80,000. In recent years there has been a surplus of income over expenditure at the year end, which has been added to the income account.

Previous beneficiaries have included ChildLine, Holocaust Education Trust, Jewish Women’s Week, Family Housing Association, Nightingale House, Shaare Zedek Medical Centre.

--------------------------------------------------------------------------------

ApplicationsIn writing to the correspondent.

rs Maud Van Norden’s Charitable Foundation Address: BM Box 2367 London WC1N 3XX

Page 18: Documentt

Contact: The Trustees

Position: Registered Charity Number:210844--------------------------------------------------------------------------------Grant total£43,000 (2008)

No. of applications successful28--------------------------------------------------------------------------------Areas of workGeneral

--------------------------------------------------------------------------------TrusteesEna Dukler; John Gordon; Elizabeth Humphryes; Neil Wingerath.

--------------------------------------------------------------------------------

Beneficial areaUK.--------------------------------------------------------------------------------

Information availableAccounts were on file at the Charity Commission.--------------------------------------------------------------------------------

General informationEstablished in 1962, in 2008 the trust had assets of £860,000 and an income of £44,000. There were 28 grants made totalling £43,000.

All but one of grants made were for £1,500 each. Beneficiaries included: Royal Hospital for Neuro-Disability (£2,500); and Changing Faces, Church Urban Fund, Cured Speech Association UK, the Daisy Trust, Help for Heroes, Humane Slaughter Association, National Rheumatoid Arthritis Society, Police Community Clubs of Great Britain, Royal British Legion, the Samaritans, Victim Support and Women’s Link (£1,500 each).

--------------------------------------------------------------------------------

ExclusionsNo grants to individuals, expeditions or scholarships. The trustees make donations to registered UK charities only.

--------------------------------------------------------------------------------

ApplicationsAll appeals should be by letter containing the following:

■aims and objectives of the charity■nature of the appeal■total target, if for a specific project■contributions received against target■registered charity number■any other factors.Letters should be accompanied by a copy of the applicant's latest reports and accounts.

Polden-Puckham Charitable Foundation Address: BM PPCF London WC1N 3XX

Contact: Bryn Higgs

Position:

Page 19: Documentt

Secretary Email: [email protected] Web: http://www.polden-puckham.org.uk Registered Charity Number:1003024--------------------------------------------------------------------------------

Grant total£333,000 (2009/10)

No. of applications received260No. of ineligible applications70No. of applications successful41--------------------------------------------------------------------------------Areas of workPeace and security, ecological issues, social change

--------------------------------------------------------------------------------TrusteesHarriet Gillett; Linda Patten; Daniel Barlow; Bevis Gillett; Val Ferguson; Ben Gillett; Suzy Gillett; Jean Barlow.

--------------------------------------------------------------------------------Beneficial areaUK and overseas.

--------------------------------------------------------------------------------

Information availableAccounts were available from the Charity Commission.

--------------------------------------------------------------------------------

General informationEstablished in 1991, the foundation gives the following information about its areas of interest:

"In the limited areas described below we support projects that seek to influence values and attitudes, promote equity and social justice, and develop radical alternatives to current economic and social structures."

"Peace and Sustainable Security"

"We support the development of ways of resolving violent conflicts peacefully, and of addressing their underlying causes."

"Environmental Sustainability"

"We support work that addresses the pressures and conditions leading towards global environmental breakdown; particularly national initiatives in UK which promote sustainable living."

"Our resources are limited and we receive a huge number of applications. In order to make informed grant decisions we have to focus our grant-giving in a number of ways. For this reason we fund organisations in UK that are working to influence policy, attitudes and values at a national or international level. These may be single issue groups working to achieve a particular change, or organisations with a broader remit. We give particular consideration to small pioneering headquarters organisations."

"We only support practical projects when they are clearly of a pioneering nature, with potential for influencing UK national policy."

"Size of grants and supported organisations"

"We usually give grants of between £5,000 and £15,000 per year, for up to three years. We usually support organisations for whom this would represent between 5% and 50% of their annual income (organisations with an annual income of between £10,000 and £300,000 approximately)."

In 2009/10 the foundation had assets of £12.7 million and an income of £459,500. There were 53 grants made to 51 organisations during the totalling £333,000. During the year there were 33 new organisations supported. Grants were broken down as follows:

No. of grants Amount Environmental sustainability 26 £168,600 Peace and security 21 £138,400 Other 5 £22,000 Quaker 1 £4,000

Beneficiaries during the year included: British American Security Information Council (£15,000); Climate Outreach Information Network and Scientists for Global Responsibility (MEDACT*) (£11,000 each); British Pugwash Trust, International Coalition to ban Uranium Weapons (Manchester Environmental Research Centre Initiative*), Peace and Security Liaison Group (Lansbury House Trust Fund*) and Oxford Research Group (£10,000 each); Crisis Action UK (MEDACT*) (£9,000); Public Interest

Page 20: Documentt

Research Centre and the Transition Network (£8,000 each); Apollo Gaia Project (Unit for Research into Changing Institutions*) (£7,000); Conflicts Forum (Street Theatre Workshop Trust*) and Oil Depletion Analysis Centre (£6,000 each); Airport Watch (Airfields Environment Trust*) and the UK Social Investment Forum (£5,000 each); Quaker Council for European Affairs British Committee (£4,000); Solar Aid and Women’s International League for Peace and Freedom (MEDACT*) (£3,000 each); Be the Change (Gaia Foundation*) (£2,000); and World Court Project (Institute of Law and Peace*) (£1,400).

*The names in brackets are charitable organisations receiving the grants on behalf of campaign organisations for their educational and research work.

--------------------------------------------------------------------------------

ExclusionsThe foundation does not fund:

■organisations that are large (see general section)■organisations that are outside UK (unless they are linked with a UK registered charity and doing work of international focus)■work outside the UK (unless it is of international focus)■grants to individuals■travel bursaries (including overseas placements and expeditions)■study■academic research■capital projects (e.g. building projects or purchase of nature reserves)■community or local practical projects (except innovative projects for widespread application)■environmental/ ecological conservation■international agencies and overseas appeals■general appeals■human rights work (except where it relates to peace and environmental sustainability).

--------------------------------------------------------------------------------

ApplicationsThe trustees meet twice a year in spring and autumn. Application forms and guidance notes can be downloaded from the foundation’s website and must be submitted via email. Applicants are also asked to submit their latest set of audited accounts and an annual report, preferably via email.

The next deadline for applications in 15 September 2011.

Please note: the foundation is happy to provide brief feedback on applications one week after the trustees have made a decision.

A B Charitable Trust Address: Monmouth House 87-93 Westbourne Grove London W2 4UL

Contact: Mrs S Harrity

Position: Director Phone: 020 7313 8070 Fax: 020 7313 9607 Email: [email protected] Web: http://www.abcharitabletrust.org.uk

Page 21: Documentt

Registered Charity Number:1000147--------------------------------------------------------------------------------

Grant total£268,000 (2007/08)

No. of applications received321No. of ineligible applicationsDon't knowNo. of applications successful67

--------------------------------------------------------------------------------

Areas of workHuman rights--------------------------------------------------------------------------------TrusteesY J M Bonavero; Mrs A G M L Bonavero; Miss C Bonavero; O Bonavero; P Bonavero; P Day; A Harley; Mrs A Swan Parente.--------------------------------------------------------------------------------

Beneficial areaMainly UK.--------------------------------------------------------------------------------

Information availableAccounts were on file at the Charity Commission.--------------------------------------------------------------------------------

General information'A B Charitable Trust supports charities working where human dignity is imperilled and where there are opportunities for human dignity to be affirmed.

'Applications are particularly welcomed from charities working to support:

■refugees and victims of torture■prisoners■older people■people with mental health problems.'In relation to the above, the following cross-cutting themes are of interest to the trustees:

■women■homelessness■therapeutic art.'Grants are awarded to charities registered in the UK; usually to those working in the UK, though a few are awarded to charities working internationally. It tends to support charities with annual income between £150,000 and £1.5 million which do not have substantial investments or surpluses.

The trust has a small-grants programme (up to £5,000) which responds to appeals on a one-off basis. It seeks to identify charities working on its priorities for larger grants, which could be awarded on a regular basis subject to annual reports and an agreed exit strategy. It is happy to provide funding for core costs.

In 2007/08 the trust had assets of £557,000 and an income of £549,000, mostly from Gift Aid and other contributions. From 317 applications received, grants to 60 organisations were made totalling £268,000.

Beneficiaries included: Asylum Support Appeals Project, Redress and Women's Therapy Centre (£7,500 each); Asian Women's Organisation, C P Support, Citizenship Foundation, Contact the Elderly, Furniture Now, Harrogate Homeless, Praxis, Soundabout, Sudbury Neighbourhood Centre and Women's Link (£5,000 each); Soundabout and Tools for Self Reliance (£3,000 each); and Burnbake Trust and Headway (£2,500 each).

--------------------------------------------------------------------------------

ExclusionsIndividuals are not eligible for support.

--------------------------------------------------------------------------------

ApplicationsApplications can be completed online at the trust's website.

'As well as administrative and financial details, the online application form will ask you for a two page summary of your work, including:

■background■aims and objectives■activities■achievements over the last year.

Page 22: Documentt

'After filling in the online application form you will be sent a reference number. Please send the Director the following documents in hard copy quoting the reference number:

■a signed copy of your latest certified accounts/statements, published within six months of the end of the previous financial year■publicity materials that illustrate the work of your charity, such as annual reviews or leaflets.'Send in your application six weeks ahead of the trustees' meeting at which you would like it to be considered. The trustees meet four times a year, in January, April, July and October. To get the exact dates, please contact us.'

The Associated Country Women of the World (ACWW) Address: Mary Sumner House 24 Tufton Street London SW1P 3RB

Contact: The General Secretary Phone: 020 7799 3875 Fax: 020 7340 9950 Email: [email protected] Web: http://www.acww.org.uk Registered Charity Number:290367Last update:30/11/2009--------------------------------------------------------------------------------

Grant total£210,000 (approved in 2008)

No. of applications received656No. of ineligible applications195No. of applications successful52--------------------------------------------------------------------------------Areas of work

Page 23: Documentt

Small local projects overseas, established organisations benefiting children, young adults and students in particular. Projects must have a female emphasis.--------------------------------------------------------------------------------TrusteesMargaret Cadzow; Dato Ursula Goh; May Kidd; Anphia Grobler.

--------------------------------------------------------------------------------

Beneficial areaOverseas

--------------------------------------------------------------------------------

Information availableFull accounts were available at the Charity Commission.--------------------------------------------------------------------------------

General informationThis charity supports education and environmental resources and projects overseas, in connection with literacy, agriculture and income generating schemes. Grants are made to small local projects, established organisations benefiting children, young adults and rural communities in particular. In 2008 it had assets of £2 million and an income of £482,000. Total expenditure on charitable activities was £522,000. In the year, 55 grants totalling £210,000 were approved. These included: project for livestock and poultry raising in China (£12,000); training in income generation skills to 40 women with disabilities in South Lorea (£8,100); programme for sustainable economic development of 180 Dalit women in India (£8,000); completion of literacy and skills development centre in the Gambia (£6,000); and project for income generation through training in textile production in Cameroon (£3,000);--------------------------------------------------------------------------------

ExclusionsNo grants to individuals or students unless they are a member of an ACWW society.

--------------------------------------------------------------------------------

ApplicationsIn writing to the correspondent.

The Edith Maud Ellis 1985 Charitable Trust

Address: c/o Heckford Norton 18 Hill Street Saffron Walden Essex CB10 1JD

Contact: Mrs H Fuff

Position: Administrator Phone: 01799 522636 Email: [email protected] Registered Charity Number:292835--------------------------------------------------------------------------------Grant total£34,000 (2007/08)--------------------------------------------------------------------------------

Areas of workQuaker, ecumenical, education, peace and international affairs, general

--------------------------------------------------------------------------------

TrusteesA P Honigmann; E H Milligan.

Page 24: Documentt

--------------------------------------------------------------------------------

Beneficial areaUK, Ireland and overseas.

--------------------------------------------------------------------------------

Information availableAccounts were on file at the Charity Commission.

--------------------------------------------------------------------------------

General informationThe trust supports general charitable purposes including religious and educational projects (but not personal grants for religious or secular education nor grants for church buildings) and projects in international fields especially related to economic, social and humanitarian aid to developing countries.

In 2007/08 the trust had an income of £94,000 and gave grants totalling £34,000.

Beneficiaries included: Project Trust (£5,000); Friends World Committee for Consultation (£3,800); Dr Williams Charity, Women's International League and the Irish School of Ecumenics (£1,500 each); Wyndham Place Trust, Cape Town Peace Centre and Corrymeela Community (£1,000 each); and Dystonia Society and Budiriro Trust (£750 each).--------------------------------------------------------------------------------

ExclusionsNo grants to individuals.--------------------------------------------------------------------------------

ApplicationsIn writing to the correspondent.

The Horizon Foundation

Address: Coutts & Co 440 The Strand London WC2R 0QS

Phone: 020 7663 6814 Registered Charity Number:1118455Last update:25/06/2010--------------------------------------------------------------------------------

Grant total£254,000 (2008/09)

No. of applications successful7

--------------------------------------------------------------------------------

Areas of workGeneral, education, women and children

--------------------------------------------------------------------------------

TrusteesMrs Kirkland Caroline Smulders; Patrick Lance Smulders; Coutts & Co.

--------------------------------------------------------------------------------

Beneficial areaUnrestricted.

Page 25: Documentt

--------------------------------------------------------------------------------

Information availableLimited information was available from the Charity Commission.

--------------------------------------------------------------------------------

General informationEstablished in 2007, the objects of the trust are:

■to promote and advance the education of women and children■the relief of financial hardship, either generally or individually, of women and children by making grants of money for providing or paying for items services or facilities■general charitable purposes.In 2008/09 the trust had an income of £130,000 and made grants totalling £254,000.

The beneficiaries during the year were Atlantic College, Lessons with Love, Mongolian Children's Aid Foundation, Eton College, Essex University, Pembroke College and The Hotchkiss School, although the amount received by each recipient was not disclosed in the brief report filed with the Charity Commission.

--------------------------------------------------------------------------------

ApplicationsIn writing to the correspondent.

The Sigrid Rausing Trust Address: Eardley House 4 Uxbridge House London W8 7SY

Contact: Sheetal Patel

Position: Administrator Phone: 020 7908 9870 Fax: 020 7908 9879 Email: [email protected] Web: http://www.sigrid-rausing-trust.org/ Registered Charity Number:1046769--------------------------------------------------------------------------------Grant total£17 million (2007)

No. of applications successful205--------------------------------------------------------------------------------Areas of workHuman, women's and minority rights and social and environmental justice--------------------------------------------------------------------------------

TrusteesDr Sigrid Rausing; Joshua Mailman; Susan Hitch; Andrew Puddephatt; Geoff Budlender.--------------------------------------------------------------------------------

Beneficial areaUnrestricted.

-------------------------------------------------------------------------------

Page 26: Documentt

Information availableAccounts were available at the Charity Commission.

--------------------------------------------------------------------------------

General informationSummaryThe trust was set up in 1995 by Sigrid Rausing and takes as its guiding framework the United Nations' Universal Declaration of Human Rights. Its vision is 'A world where the principles of the Universal Declaration of Human Rights are implemented and respected and where all people can enjoy their rights in harmony with each other and with the environment.'

The trust made its first grants in 1996 and, from the beginning, has taken a keen interest in work that promotes international human rights. It was originally called the Ruben and Elisabeth Rausing Trust after Singrid’s grandparents. In 2003 the trust was renamed the Sigrid Rausing Trust to identify its work more closely with the aims and ideals of Sigrid Rausing herself.

GeneralThe trust has four funding categories which provide a framework for its activities:

■civil and political rights■women’s rights■minority rights■social and environmental justice.Each programme has a number of sub-programmes, which can be found on the trust’s website.

The trust has five main principles which guide its grantmaking:

■the essential role of core funding■good and effective leadership■flexibility and responsiveness to needs and opportunities■the value of clarity and brevity in applications and reports■long term relationships with grantees.The following is taken from the trust’s 2007 accounts and explains the trust's grantmaking policy in further detail. ‘"The trust’s defining attribute remains its commitment to support groups that work internationally, using a rights based approach. The trustees are interested in groups that address the serious global problems of our age and are aiming for long-term strategic change. There is an understanding amongst the trustees that they are trying to alter the root causes of problems rather than mitigate the effects.'"

"'They generally do not fund the provision of services, except where a group can clearly show that it has a new methodology or approach, which could bring about a substantial change in the sector in which it is used.'"

"'The trustees tend to make grants for effective and focussed advocacy and campaigning work. They also believe in getting funds as close as possible to the problem and have a strong interest in funding organisations that sub-grant onwards to small grass-roots organisations in the global south.'"

"'They lay heavy emphasis on good leadership – they think it is the key to successful social change. This core belief comes out of the trustees ‘no nannying’ approach. Groups that apply to the Sigrid Rausing Trust are expected to stand on their own feet. They come to the trust with ideas, it does not suggest plans to them, and it believes they are the experts and entrepreneurs best able to judge their own priorities. The trust’s role is to take a decision about whether or not it wants to support what is put before it. If it does, then it tries to stand back and let the group pursue its mission. '"

"'The trust seeks to provide support in as flexible way as possible, including core funding where this is applicable to assisting a group advance their overall objectives. It is interested in long-term relationships with the groups it supports, subject to a yearly application and review process. Groups that cannot manage the trust’s processes and meet its deadlines without being reminded, tend not to be re-granted."’

The trust gives two key types of grants:

■Main Grants - between £15,000 and £850,000 for 1-3 years.■Small Grants - up to £15,000 – for smaller organisations who find it difficult to fundraise from international funding agencies (several small grantees have also gone on to receive a Main Grant).In exceptional circumstances the trust may also provide Emergency Funds in response to a sudden human rights crisis or in order to protect human rights defenders. Please note, grants under this programme require a recommendation by an existing grantee, another funding agency, or a contact in the field.

Existing grantees may also be eligible for an Advancement Grant, designed to support a major infrastructure step change.

A detailed breakdown of grantees under each funding stream is available on the trust’s website. The funding categories are:

Civil and Political RightsThe trust funds organisations which undertake research, support and advocacy.

Beneficiaries included: International Crisis Group and Front Line - Ireland (£300,000 each); Interights (£250,000); Children's Legal Centre and International Rehabilitation Council for Torture Victims – Denmark (£200,000 each); Peace Brigades International (£150,000); Article 19 (£95,000); Commission for Looted Art (£75,000); Abdorrahman Boroumand Foundation – USA (£50,000).

Page 27: Documentt

Women's RightsThe trust supports organisations for social and economic participation and the implementation of rights.

Beneficiaries included: Fahamu (£405,000); CAMFED (£350,000); Urgent Action Fund - Kenya (£240,000); African Women’s Development Fund – Ghana (£120,000); Domestic Violence Intervention Project (£90,000); Kings College London - International Policy Institute (£73,000); ASTRA - Poland (£45,000); and Center for Egyptian Women’s Legal Assistance – Egypt (£33,000).

Minority RightsThrough this programme the trust supports marginalised, indigenous and minority people, lesbian and gay rights and refugees and migrants.

Beneficiaries included: Asylum Aid UK (£193,000); Council for Assisting Refugee Academics (£160,000); Forest Peoples Project (£125,000); International Gay and Lesbian Human Rights Commission (£75,000); Forum for the Empowerment of Women – South Africa (£55,000); and Creating Resources for Empowerment in Action (£25,000).

Social and Environmental JusticeThe trust supports organisations that are involved in corporate and institutional accountability, environmental justice and labour rights.

Beneficiaries included: Global Witness (£395,000); Pesticide Action Network (£300,000); Friends of the Earth International – Netherlands (£250,000); Zero Mercury Campaign – Belgium (£200,000); Angelica Foundation – USA (£175,000); Business and Human Rights Resource Centre (£70,000); Corner House (£50,000); and Amazon Watch – USA (£40,000).

--------------------------------------------------------------------------------

ExclusionsNo grants are made to individuals or faith based groups.

--------------------------------------------------------------------------------

ApplicationsApplications are considered only from organisations that have been invited to apply. There is, however, an open pre-application process. Applicants should check the guidelines detailed on the trust's website. If you are confident that your work falls clearly within them, and you wish to be considered for an invitation, you should complete the short 2 page enquiry form (for Main or Small grants, as appropriate) available on the trust’s website. Completed forms should be submitted by email.

As trustees consider grant applications under each sub-programme once a year, organisations should register an enquiry as early as possible, if possible at least 6 months before the intended start of the project.

The trust does not give grants to individuals and only funds projects or groups that are charitable under the law of England and Wales. The vast majority of the work it funds is internationally based and it is interested in rights based advocacy and not the delivery of services.

Based on the information provided in the enquiry form, the trustees will decide which groups to invite to apply for funding. Applications pass through a careful vetting process. Even if your organisation falls within the guidelines this is not a guarantee that you will be invited to apply. The trust considers grants to cover core costs, and project work. It also considers advancement grants to help groups extend their reach and operating abilities, but only for those organisations with which it has an established relationship.

All those who receive an invitation to apply for a grant are assessed by the relevant programme officer. Applicants should be aware that the trustees take the application process and the meeting of their deadlines seriously. Sending an incomplete application can count against a group. Failing to submit reports on how the grant was spent by the requested deadline will also be taken into account.

Page 28: Documentt

The Joseph Rowntree Charitable Trust Address: The Garden House Water End York YO30 6WQ

Contact: Stephen Pittam

Position: Trust Secretary Phone: 01904 627810 Fax: 01904 651990 Email: [email protected] Web: http://www.jrct.org.uk Registered Charity Number:210037--------------------------------------------------------------------------------

Grant total£5.9 million (2008)

No. of applications successful118--------------------------------------------------------------------------------

Areas of workPeace, democracy, racial justice, social justice, corporate responsibility, Quaker issues.--------------------------------------------------------------------------------

TrusteesDavid Shutt; Beverley Meeson; Christine Davis; Emily Miles; Margaret Bryan; Marion McNaughton; Peter Coltman; Susan Seymour; Helen Carmichael; Imran Tyabi; Paul Henderson.--------------------------------------------------------------------------------

Beneficial areaUnrestricted, in practice mainly UK, Republic of Ireland and Europe.--------------------------------------------------------------------------------

Information availableAccounts were available at the Charity Commission. Detailed and up-to-date information on funding programmes is available on the trust's excellent website.

-------------------------------------------------------------------------------

General informationBackgroundThe Joseph Rowntree Charitable Trust (JRCT) is established for general charitable purposes and benefits people and organisations mainly within Britain. Outside Britain, the trust makes grants for work towards peace, justice and reconciliation in

Page 29: Documentt

both jurisdictions in the island of Ireland and, increasingly, in relation to influencing the policies of the European Union. In 2008 the trust made its final grants in South Africa, although it will continue to make payments for these until 2012.

This is a Quaker trust and the value base of the trustees, as of the founder Joseph Rowntree (1836-1925), reflects the religious convictions of the Society of Friends. In the original founding trust deed of 1904 (from which the present deed is derived) Joseph Rowntree gave the trustees power to spend the trust fund and its income on any object which is legally charitable. In a memorandum written at the same time, which is not part of the trust deed and therefore not binding, he expressed a clear vision of how he hoped the fund would be used, while urging that 'none of the objects which I have enumerated, and which under present social conditions appear to me to be of paramount importance, should be pursued after it has ceased to be vital and pressing... '.

There are three Rowntree trusts, each of which is independent of the others. Joseph Rowntree Foundation (JRF) is one of the largest social policy research and development charities in the UK and seeks to better understand the causes of social difficulties, and to explore ways of overcoming them. The JRF is also involved in practical housing and care work through the Joseph Rowntree Housing Trust.

Joseph Rowntree Reform Trust Limited (JRRT) promotes democratic reform, constitutional change and social justice, both in the UK and elsewhere. It is a non-charitable limited company and is therefore free to give grants for political purposes. The JRRT and JRCT have collaborated on various initiatives combating racism and encouraging democratic renewal, including research into voting behaviour in towns in the North of England, and the Power Inquiry.

Regular reviews are undertaken to reassess how it is appropriate to interpret the founder's vision in today's conditions. The trust continues to operate an ethical investment policy, aiming to ensure that, as far as possible, the trust's income is earned in ways which are compatible with its Quaker values and its grant making policy. As Quakers, they share a belief in the equal worth of all members of the human race, together with a recognition and appreciation of diversity.

GrantmakingThe trust tries to maintain an adventurous approach to funding. Where appropriate, risks are taken and unpopular causes funded, which may not always fall neatly into one of the programme areas listed above. The trust does not usually respond to proposals which can be funded by public appeals.

The work the trust supports is about removing problems through radical solutions, and not about making the problems easier to live with. Joseph Rowntree was always very clear on one thing: for your efforts to have any lasting benefit, you must tackle the roots of a problem. If you only treat the 'superficial manifestations' of poverty, or social injustice, or political inequality, then you will ease the symptoms for a time, but make no lasting difference. The trust seeks to engage in philanthropy which changes the existing power imbalances in society to effect real change.

The trust makes grants to individuals and to projects seeking the creation of a peaceful world, political equality and social justice. There should be a clear sense of objectives and details of how to achieve them. The work should be both innovative and imaginative and there should be a clear indication that the grant has a good chance of making a difference.

Though the trust has policies for all of its grant programmes, it is not prescriptive in its grantmaking. Its programme areas are widely drawn and the trustees are open to persuasion about applications which fall outside these areas. Occasionally the trust will initiate projects which it directly manages itself. The ‘Visionaries for a Just and Peaceful World’ project falls into this category.

The trust deliberately places itself at the cutting edge of difficult and contentious issues and believes in creating a dialogue across difference and supporting change towards a better world. It also recognises that this change can take many years to achieve and is willing to take the long view, and to take risks. In doing so, the trust tries to be flexible enough to respond quickly to the changing needs and demands of our world.

The trustees are Quakers, and decision-making and practice are based on Quaker values. Trust meetings are based on Quaker business methods. Each trust meeting starts and ends with a period of silent worship, no voting takes place and they trust that they are guided to the right decision.

Grant programmesThe trust generally funds work under one of the following six programmes:

PeaceWork that promotes the non-violent resolution of conflict, including work on the arms trade, the creation of a culture of peace, developing effective peace-building measures and supporting the right to conscientious objection to military service.

Racial justiceWork which promotes racial justice in all parts of society, including empowering black and minority ethnic people to engage in decision making and policy development, and work which monitors and challenges racism and racial injustice whether relating to colour or culture.

Power and responsibilityWork that encourages an appropriate relationship between people and the institutions that affect them; including the promotion of accountability, openness, responsiveness and a respect for human rights across the public and private sectors.

Quaker concernsWork that helps to deepen the spiritual life of the Society of Friends or that develops Quaker responses to problems of our time.

Ireland and Northern Ireland

Page 30: Documentt

Work that supports the ongoing development of a just and peaceful society in both jurisdictions, through enhancing civil liberties and human rights, encouraging dialogue and co-operation across divides and promoting creative ways to handle conflict.

South AfricaThe Trust's programme in South Africa is now closed to new applications. Existing grants will be paid. The programme has supported work that promotes a just and peaceful South Africa, particularly through the reduction of rural poverty and addressing the problems of violent conflict on all levels of society

Most grants made under the first four programmes are to organisations based in Britain for work at a national level. The trust also supports a small number of organisations under these four programmes that are based elsewhere in Europe for work at a European level.

Grants policiesThe following policy summaries have been largely drawn from the trust’s highly informative website.

Peace grants policyThe founder hoped that his trust would 'sound a clear note with regard to the great scourges of humanity, especially with regard to war'. As part of the Quaker tradition, the trust is committed to the creation of a peaceful world, and the creation of a culture of peace. The trust recognises that complex phenomena create peace and war and that new drivers of conflict, such as climate change and access to water, are constantly emerging. The trust believes that long-term approaches to create peace are usually more effective than short-term fixes; it is idealistic, but recognises that 'pragmatism is often more effective than purity.'

Much of the work on corporate responsibility, racial justice and democracy, in Ireland (North and South) and South Africa, is already aimed at these underlying causes in order to create a culture of peace, accountability and democracy. Under the heading of 'Peace', it is anticipated that the groups funded are working to influence the behaviour and thinking of the public, and of people in powerful positions including those working in the military, national governments and international organisations. The trust supports organisations or individuals who promote values similar to its own when working towards peace and does not fund those who advocate aggressive military solutions to conflicts.

The trust wishes to fund organisations or individuals who can identify the strategic steps needed towards achieving peace and evaluates grant applications in terms of the extent to which the work proposed will ultimately advance the cause of peace and non-violence.

Areas of particular interest are organisations or individuals who are working on:

■control or elimination of specific forms of warfare and the arms trade■influencing appropriate agencies to take or promote peaceful choices to prevent violent conflict or its recurrence■improving, through practical measures, the effectiveness of peace building and conflict resolution■bringing non-violent and non-military responses to conflict into the mainstream amongst NGOs, decision-makers and the wider public■pacifism and conscientious objection to military service.The trust will not fund:

■work on interpersonal violence, domestic violence, or violence against children■work focused solely on specific local or regional conflicts■work which focuses on the immediate effect of conflict on victims■research which is more theoretical than practical, or which is not aimed at making change happen■work focused more exclusively on other governments' policy than on that of the UK, unless the work is on pacifism or conscientious objection to military service■work which seems only to 'preach to the converted'.Please also note the general exclusions.

The trust is most likely to fund individuals and organisations working in the UK and (if the organisation is working on influencing an international institution such as the EU, NATO or the UN) the rest of Europe.

Grants in 2009

Beneficiaries included: Responding to Conflict – for core costs (£140,000); Conflict Casualties Monitor – for Iraq Body Count (£80,000); Acronym Institute for Disarmament Diplomacy – for worker and UK-European outreach on disarmament (£70,000); British American Security Information Council – for the facilitation of the All-Party Parliamentary Group on Global Security and Non-Proliferation (£47,000); All-Party Parliamentary Group on Conflict Issues – core and project costs (£30,000); and Christian Peacemaker Teams – for UK Christian Peacemakers Corps training (£9,500).

Racial justice grants policyThe Joseph Rowntree Charitable Trust seeks to promote racial justice and equality of opportunity as a basis for a harmonious multi-racial, multi-ethnic society in Britain. The trust seeks to work towards this aim through all its grant making fields, but particularly through its racial justice programme. This programme area works at three levels. At local level in West Yorkshire, at a national level focusing on England, Wales, Scotland and the UK (work specific to Northern Ireland is funded through a separate programme); and at European level.

An important test of all applications to this programme area is whether they are promoting racial justice. The Racial Justice programme focuses on racial justice in its broadest sense, including black and minority ethnic communities; migration including refugee and asylum issues; and Islamophobia.

Page 31: Documentt

The trust is keen to encourage communication and co-operation between different racial groups and welcomes applications from black and ethnic minority groups and from multi-racial groups working in these areas. The trust encourages and looks for involvement of black and ethnic minority people at all levels of the projects and organisations it supports. Any applications for work to tackle Islamophobia should describe where the work is positioned in the context of the UK's diverse Muslim communities, and explain how it will engage with and address the needs of young people and women.

In West Yorkshire, the trust aims to promote the full participation of racially disadvantaged groups in community life. This includes members of black and minority ethnic communities and newly arrived communities and it supports local projects working for equality, social justice and civil rights.

At both national and European level, the trust is keen to support organisations developing and disseminating policy proposals, and advocating policy improvements. The emphasis is on organisations with good access to policy makers. It is also willing to make relatively small grants to some marginal and under-supported organisations doing campaign work.

At national level, JRCT supports projects working to:

■promote issues of racial justice with policy shapers, decision makers and opinion formers■encourage black and ethnic minority people/black-led organisations to contribute to policy development on the basis of their experience in meeting needs; and to participate at planning and decision making levels■monitor and challenge racism and racial injustice whether relating to colour or culture■tackle Islamophobia■promote a rational and humane migration and asylum policies benefiting both migrant and settled communities■explore and advocate ways to eliminate racial violence and harassment.At European level, the trust expects that work undertaken on an EU-wide basis will be funded from sources in several EU member states. The priority is to fund work which has direct relevance to communities living in the UK, although the work may also impact on communities elsewhere in Europe. JRCT supports projects working to:

■promote awareness amongst policy makers and within the European institutions of the need to protect the human rights of minority communities, asylum seekers and migrants■research and disseminate information concerning current EU policies and their impact on minority communities■provide a forum for NGOs from all EU countries to share experiences on matters relating to race and immigration and to build alliances on shared interests■work for a more accountable and open process for developing EU policy in relation to race and migration.In relation to the Racial Justice programme, JRCT does not make grants for:

■local projects, except in West Yorkshire■projects that provide services or training to members of BME communities, refugees or asylum seekers■academic research, except as an integral part of policy and campaigning work■work which we believe should be funded from statutory sources, or which has been in the recent past■work which tries to make a problem easier to live with, rather than getting to the root of it.Please also note the general exclusions.

Grants in 2009

Beneficiaries included: Immigration Law Practitioners' Association - for a simplification project (£99,000); Asylum Aid - a researcher for the Refugee Women's Resource Project (£60,000); African Caribbean Achievement Project – for the post of Strategic Client Services Manager (£55,000); East Leeds Health for All – a part-time co-ordinator to establish the peer support group and community advocates (£40,000); Church Action on Poverty – for the ‘Living Ghosts’ campaign (£14,000); and Institute of Race Relations - work on preventing violent extremism policies and practice (£2,800).

Power and responsibility grants policyThe responsible use of power was important to Joseph Rowntree. He saw business and politics as forms of public service to be used to promote social justice, equality and a spirit of citizenship. Whilst being fully aware that corporate and government power can be used to the detriment of individuals and communities, he recognised their potential for good and for building the kind of society he was interested in. Much has changed since 1904, but Rowntree's concern about 'the power of selfish and unscrupulous wealth' still rings true 100 years later.

The trust continues to be concerned about the way corporate and political institutions operate. Though the context is different, the trust's Quaker values remain constant and are expressed in a concern for social justice. JRCT believes that greater accountability, openness, and responsiveness within political and corporate institutions will benefit everyone.

The nature of the world today means that it is harder for people to know where, and by whom, decisions affecting their lives are taken, let alone have a chance to influence them. As such, the trust believes there is a need to strengthen the democratic process, to enhance corporate accountability, and to build confidence in the way decisions are taken. This is a newly defined area of concern for the trust, but it builds upon its experience in the corporate responsibility and democracy fields.

The trust will consider applications from organisations and individuals which:

■encourage accountability, openness and responsiveness in government, government agencies, the public services, and the private sector; or which explore an appropriate role for the media in achieving this■foster understanding of, and respect for, human rights in government, business and civil society as a means to promote social justice■explore appropriate relationships between people, their communities and the institutions that affect them - whether these be local and central government, quangos, or companies

Page 32: Documentt

■explore whether and how political participation and involvement can be increased and deepened within Britain, as a means to promote a socially just society■promote ideas to nurture the democratic process and to counter the misuse of power■explore how government and business might change their planning, evaluation and reward systems from their current short-term outlook to a longer-term one■examine the relationship between government and business and ways in which they interact both for and against the public interest.The trust wants to support initiatives which make a difference. The limited size of resources, together with its interest in influencing policy, tends to lead the trust towards supporting organisations working at the national level.

Issues of accountability, openness and responsiveness are equally relevant to the European Union and global institutions to which the UK belongs. In this programme the trust will consider applications from organisations working at a European Union level and also those aimed at increasing the accountability of the UK government and other UK bodies for the policies that they pursue within global institutions.

The ways in which business and government can be held accountable differ significantly. Applications may address either or both of these sectors.

Grants in 2009

Grants included those to: Public Interest Research Centre Ltd - core costs for programme on climate change (£139,000); Civil Liberties Trust - 'Common Values' campaign (£75,000); Media Standards Trust – core costs (£60,000); European Coalition for Corporate Justice: GARDE - to draft proposals for corporate accountability reform in Europe (€38,000); Network of European Foundations – for the Initiative for Learning Democracy in Europe (€10,000); and Ariadne - core costs of a human rights funders network (£5,000).

Quaker grants policyThe Quaker Concerns programme supports work relating to the Religious Society of Friends. Through this programme the trust seeks to foster the development of what Joseph Rowntree, in the trust's founding memorandum, called a 'powerful Quaker ministry'. This is interpreted as widely as possible and includes practical ways to deepen the spiritual life of Friends and to develop Quaker responses to problems of our time. Trustees see the lives of individual Friends and Meetings, and their work in the wider community, as interdependent. Currently, the trust is particularly interested in:

■bringing Quaker values to the wider community, encouraging Friends to take forward innovative and practical work that brings Quaker values and beliefs to the world around them■strengthening Quakers' shared identity. The trust supports projects which will promote Friends' understanding of Quakers' shared history, theology and spirituality, in order to strengthen Quaker faith and practice particularly through exciting initiatives and new ideas and approaches. The trust is particularly interested in this area of work as many people now come to Quakerism as adults.Applications from Quakers in Britain and the rest of Europe (the Europe and Middle East Section) will be considered. This includes yearly Meetings, local Meetings, other Quaker organisations and individuals. Each application will be considered carefully, in the light of the general application requirements.

In addition, the trust will consider:

■the way in which a concern has been developed and tested■the prospective benefit of the project to Friends and to wider society■the relationship between the proposed project and other work within the Society of Friends■other funds available to the applicant.The trust will generally not make grants for core administration and management of the Society of Friends, either nationally or in local Meetings or to maintain or resurrect work, where a decision has been made to 'lay it down'. No funding will also be given for an individual's personal income while they research or write a book.

Please also see the general exclusions.

Grants in 2009

Beneficiaries included: Quaker Council for European Affairs – for core costs (€120,000); the Friend Publications Ltd – a Quaker model of investigative journalism (£30,000); Central England Area Meeting, West Midlands Quaker Peace Education Project - for a research and development project (£10,000); and Quaker Book Committee – for a book project, ‘Quaker work during the 'Troubles' in Northern Ireland’ (£5,000).

Ireland and Northern Ireland grants policyJRCT aims to fund work which will contribute to the ongoing development of a just and peaceful society in the island of Ireland. It takes no position on the constitutional arrangements within the island, but recognises the strong historical, cultural and practical links between Britain, Northern Ireland, and Ireland. The trust is interested in funding work which:

■addresses the root causes of violence and injustice, rather than alleviating symptoms■cannot be funded from other sources■is likely to make a long-term, strategic difference.Applications in the following areas will be considered:

■work based on international human rights standards that deals effectively and constructively with past injustice arising out of the Northern Ireland conflict■work that facilitates the demilitarisation of paramilitary groups, and the ending of paramilitary influence in communities

Page 33: Documentt

■work that enables meaningful dialogue across religious, cultural or political divides in order to address common problems■work that effectively challenges sectarianism, or discrimination arising from racism or xenophobia■work which promotes the development of a tolerant, pluralist and multi-ethnic society■work that promotes rational and humane migration and integration policies benefiting both migrant and settled communities■work that encourages accountability, openness and responsiveness in all levels of government, statutory agencies and the civil service■work that protects and enhances civil liberties and human rights■work that promotes non-violence and creative ways to handle conflict, within specific communities or traditions, or at a national or international level■work which strengthens civil society in order to play an appropriate role in addressing the issues listed above.The trust is interested in supporting work in either jurisdiction, or on a cross-border basis, or at an all-Ireland level. Local work will be supported only where it is likely to have a wider impact, for example if it is testing a model which can then be replicated, or is addressing a local issue that has wider social or political implications.

In addition to the trust's general exclusions, the following types of work will not be funded:

■the delivery of basic services to people in need, including welfare advice, women's refuges, basic skills training etc■work with or for children and young people■work related to health or disability■any form of personal healing or therapeutic work, including counselling■community relations work that does not include a clear strategy for lasting change■historical research, documentation or archival work■core costs of community centres, local women's groups, local voluntary sector infrastructure organisations or similar community level groups.Please note: individuals and groups based in Ireland (the Republic) or Northern Ireland that wish to apply for funding from JRCT should apply under this programme only, rather than any of the trust's other grant programmes.

Grants in 2009

Beneficiaries included: Equality and Rights Alliance - core costs for a campaign to build an effective and resilient equality and human rights infrastructure in Ireland (€60,000); Westmeath Employment Pact - dialogue programme to explore underlying causes of intra- and inter-community conflicts affecting the Traveller community (€50,000); Border Arts 2000 - cultural dialogue initiative in Castlederg (£46,000); Cavan Community Forum - regional conference on respective roles of elected and community representatives in policy making (€10,000); and Edge Hill University - symposium to compare Irish and Muslim experiences of counter-insurgency law and policies (£6,200).

South Africa grants policyJRCT’s South Africa grants programme is now closed to new applications.

The trust has made grants in South Africa for over 40 years. Ten years after the move to democracy in 1994, the trust reviewed its grant making policy and decided it was time to wind up the long running programme. There are four main reasons for this:

■the trust’s grantmaking is most effective when there is direct engagement between applicants and grantees, trustees and staff, and it is difficult to do this from such a distance■in the context of the enormous amount of work still needed to implement change the amount of money that JRCT has available for funding in South Africa can only have a limited impact■there are now many more donors operating in the country, able to commit much larger sums of money as well as having a local presence and staff■in reviewing the programme areas and overall workload of the trust it was decided that for it to work more effectively the overall number of programmes should be cut from seven to five.

--------------------------------------------------------------------------------

ExclusionsGenerally, the trust does not make grants for:

■the personal support of individuals in need■educational bursaries■travel or adventure projects■medical research■building, buying or repairing buildings■business development or job creation schemes■general appeals■providing care for elderly people, children, people with learning difficulties, people with physical disabilities, or people using mental health services■work which has already been done■work in larger, older national charities which have an established constituency of supporters■work in mainstream education■academic research, except as an integral part of policy and campaigning work that is central to our areas of interest■work on housing and homelessness■the arts, except where a project is specifically concerned with issues of interest to the trust■work which we believe should be funded from statutory sources, or which has been in the recent past■work which tries to make a problem easier to live with, rather than getting to the root of it■local work in Britain (except Racial Justice work in West Yorkshire)■work outside the UK, Ireland and South Africa (except for groups working elsewhere within Europe at a European level).

Page 34: Documentt

Further specific exclusions are included for individual programmes. Within its areas of interest, the trust makes grants to a range of organisations and to individuals. It is not necessary to be a registered charity to apply to the trust. However, it can only support work which is legally charitable as defined in UK law.

--------------------------------------------------------------------------------

ApplicationsThe trust expects all applicants to have made themselves familiar with the relevant funding programmes, summarised here but set out in full on the website and available in leaflet form.

They then require an application letter (including budget, accounts and equal opportunities policy) and a completed registration form. The details expected in the letter are set out in detail on the website and in the leaflet. Applications can be submitted either online or by post. Organisations submitting an application by post can download a registration form from the website to complete. For those submitting their applications online, the registration details are included in the initial steps.

There is a deadline for receipt of applications of around ten weeks before the meeting of trustees. It is very helpful if applications arrive well before the deadline. The period immediately after the deadline is the trust’s busiest time, so it cannot normally consider applications that arrive late until the following funding round. The trust has three grant-making rounds each year. Contact the trust or go to the website for the latest information on application deadlines.

Please note: for organisations applying to the West Yorkshire Racial Justice Programme, there is a slightly different application process. Full details are available on the trust's website.

ra