|
The following list of criteria will be used by the Trustees to assist
in the assessment of whether or not an application for a Charitable Grant meets the objectives of the Charity and is worthy
of a donation. The objectives are the provision of recreational facilities in Little Waltham and elsewhere
(clarified in a Supplemental Trust Deed as “Little Waltham and elsewhere shall be defined and construed as limited to
the area comprising within the Borough of Chelmsford and District of Uttlesford and the District of Braintree in the County
Of Essex”), the advancement of education, the relief of poverty, the advancement of religion and other charitable objects
that are beneficial to the community.
1. Is the financial health of the individual / organisation
such that without the grant the benefits cited in the application cannot be realised? Annual accounts and copies of
the last three bank statements will be required to be supplied as an indication of the applicant’s financial position.
2. Do
the benefits stated as being realisable by a successful grant application partly or wholly meet those set out in the Objectives
of the Charity?
3. Are the benefits cited in the application achievable with the grant, or do other conditions exist that may
frustrate their achievement?
4. To what extent do the benefits generated by the grant outweigh the cost of the grant? And by what factor?
5. Please
be specific about any contribution that you, the organisation, or any other organisation(s) may be receiving including outstanding
grant applications.
6. Will any individual or individuals personally benefit from the grant, beyond the purposes stated? If
so, these should be explicitly set out – who, what, when, how.
7. Will any other sources of income be jeopardised by the awarding of a grant by the Charity?
8. Are there alternative ways of funding the need? If so, these should be listed.
9. If a donation were to be funded by
the Charity, is there an intention or commitment to repay the Charity? If so, over what period?
10. Is the purpose of the donation specific? Please describe
the need, benefits and costs – setup and on-going.
11. The Trustees will reserve the right to ask for an interview with applicants to consider complex
applications.
12.The Trustees
will require character references from applicants who are not known to the Trustees.
The
Trustees are unable to enter into any correspondence or give guidance on any application until a formal application has been
received and reviewed at a quarterly meeting of the Trustees
Any applications which do not meet
the objectives of the charity or where the submission does not fully comply with the criteria shown or where an application
is not submitted as a PDF or FAX will be rejected.
No weighting should be implied from the order of the criteria,
as listed, nor should the prior decisions of Trustees be any indication of any future likely outcome. In
summary, the decision taken by Trustees will reflect their assessment of an application, given the evidence submitted.
The Trustees decisions are final and no correspondence (i.e.
appeals or feedback) will be entered into. It should be noted that grant payments are normally paid against a relevant
invoice or invoice(s).
|
