Applying to the Trust

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PLEASE NOTE:

The Trust’s total budget for 2011 for Grants to Charities is under £3,000.

The William Dudley Trust may only consider applications from charities that are based within the boundaries of the City of Birmingham, benefiting residents of Birmingham and established to alleviate need, hardship and distress.

The Trust’s total budget for 2011 for Grants to Charities is under £3,000.

The William Dudley Trust may only consider applications from charities that are based within the boundaries of the City of Birmingham, benefiting residents of Birmingham and established to alleviate need, hardship and distress.


A    Current priorities

1    Trustees only accept applications from registered charities. Trustees welcome applications from smaller charities [turnover £5,000 or under] that are not registered with the Charity Commission as long as they are registered with HMRC (Her Majesties Revenue and Customs).

For more information on registering with HMRC for recognition as a charity for tax purposes, copy this link into your web browser: http://www.hmrc.gov.uk/charities/tax/recognition.htm
Or telephone HMRC Charities Helpline on 0845 302 0203 [Select Option 2]

2    Trustees’ current priority is to support Birmingham based local charities that have an annual turnover under £100,000. These charities should be working to alleviate need, hardship and distress for residents of Birmingham. Trustees particularly welcome applications from local charities that work with older people – those who are frail, housebound, experiencing ill health, poverty, disability or disadvantage.

3    Trustees will not consider applications from charities with a turnover in excess of £250,000.

4    Favourable consideration is given to charities in which a large proportion of the work is undertaken by volunteers rather than paid staff.

5    Grants are usually made for specific purposes rather than a general contribution to funds. The average grant is currently about £250. (Check the list of grants awarded in the most recent financial year, on Page 4)

6    The Trustees pay particular attention to applications that demonstrate long-term benefits for their clients (e.g. towards meeting the costs of training volunteers; or the costs of equipment such as lifting gear for disabled or elderly people) rather than the costs of a one-off event.


B    Ineligible applications

To reduce time and resources wasted on inappropriate applications, you are advised to note the following.

• Trustees do not donate to general appeals from national charities
• Trustees do not  make small contributions to large appeals for vehicles or buildings
• Larger charities are unlikely to be funded
• Charities not based in Birmingham are unlikely to be funded
• Trustees do not fund holidays and outings
• Trustees do not fund animal charities
• Trustees do not fund medical research
• Trustees do not give grants to individuals

C    Applying to the Trust

There is no application form. Please write a brief letter (two sides of A4 maximum) and include details of:

•    What your group does
The services you are currently providing

•    Who will benefit if a grant is awarded and how many
Older people, for example, ethnicity, gender etc

•    How the people who will benefit are disadvantaged
What hardship, need or distress do they experience?

•    How this grant will help them
How will it make a difference?

•    What area(s) of Birmingham will benefit
Winson Green or city-wide, for example

•    The amount you need
Written quotes or a detailed breakdown of costs are helpful

•    How much you have raised towards the total costs and how you expect to raise the balance
Essential if your appeal is for more than £1,000

•    Your service providers. Are they paid or do they volunteer?
Tell us how many


D    In support of your application please also enclose-:

• A copy of your most recent examined or audited accounts or an internal financial statement that shows income and expenditure. If you do not send accounts your application may be returned

• An explanation if your unrestricted reserves are larger than your annual income

• An annual report for example or other information about your work

• The names of your management committee, trustees or directors

• A copy of a recent bank statement for all accounts

• A copy of your policy on child protection or protection of vulnerable adults if your application relates to either of these groups

• Your volunteer policy if you are applying for volunteers expenses. Birmingham Voluntary Service Council [0121 643 4343] can help your group to develop best practice policies and procedures for volunteers. Visit www.bvsc.org/volunteer

   
E    Re-application

Re-applications are welcomed but please do not re-apply in the same 12 month period, especially if your group has been funded.


F    Trustees Meetings

Applications are considered at a meeting of the Board of Trustees. Closing dates for the year 2009 are as follows:
   
Meeting date             Closing dates for applications
February                    18 January 2011
May                            19 April 2011
September                16 August 2011
November                  25 October 2011


G    Acknowledging applications

To keep its running costs low, the Trust does not acknowledge receipt of applications. If you would like to confirm that your application has arrived at the Trust’s office please enclose a stamped self-addressed postcard or envelope.  When the trustees have met to consider your application you will receive a letter stating their decision within a month.
If you require any further information, please contact the Administrator at the address below. Applicants are welcome to telephone to discuss their application.   

I        Grants awarded in 2010

 

Organisation                                                                                                   grant         towards

                                                                                                £

Asian Elderly & Community Welfare Association                  350         New fridge

Birmingham Talking Newspaper Association                        100         2 CD Players

Carrs Lane Counselling Centre Limited                                 250         Staff training fees

Cotteridge Church Day Centre                                               200         Staff training

Elim Church                                                                            200         Table tennis tables

Home Start Sutton Coldfield                                                     50         Educational books & CDs

Home Start Winson Green                                                     125         Baby Sleep Suits

Midlands Vietnamese Refugee Community Association       200         Chairs and tables for elderly luncheon club

Multiple Sclerosis Society-Birmingham Branch                     250         Grants for home adaptations

Rowheath Pavilion (Trinity Christian Centre)                         200         Gathering Room secondary glazing

Shah Poran Islamic Jami Mosque & Community Trust         150         Cooking Pans

Special Olympics - City of Birmingham                                 250         Cost of tennis tournament

Spurgeons – Beyond the Horizon                                           250         Training workshops for volunteers

St David's Church                                                                   150         Purchase of radiators

St James Community Support & Advice Centre                    200         Sylheti-speaking female advisor

St Matthews Church Centre                                                   200         Playscheme

University of Birmingham GUS Kids Adventure                     150         Equipment

       

Profile of grant making in 2010		Beneficiaries in 2010
Applications to trustees	44	Services for older disadvantaged people	4
Number of grants awarded	17	Services for disadvantaged adults	6
Total grants awarded	£3,275	Services for disadvantaged youths, families & children	7
Average grant	£193

 

©The William Dudley Trust is a Registered Charity no. 214752. Registered Office: Unit F1, The Arch, 48 - 52 Floodgate Street, Digbeth, Birmingham B5 5SL