Application Form Guidance

Your Organisation

This is where you provide general information about your organisation such as your organisation’s address, telephone number and provide a link to your website (if you have one).

We will ask you to confirm your organisation’s charitable status. Your choice will be:

• Registered UK Charity / CIO
• Exempt Charity
• Excepted Charity
• Other

If you are a registered charity we will ask you to provide your registered charity number and, if you need more information about exempt or excepted charities please see the Charity Commission’s guidance.

We will also ask you to provide a brief paragraph to tell us what your organisation does and what work you are seeking funding for. This has a maximum character limit of 400 characters and should be as brief as possible. This is not your main application which appears separately in the form under Your Request. The example below will give you an idea of what we are looking for:

We are a small charity set up to provide sports activities for adults with disabilities. We run weekly sports classes and we are requesting funding to introduce after-class get together sessions where participants can meet up socially. The funding would go towards the cost of room hire and refreshments. (This example is 304 characters with spaces.)

We will ask you if you have a safeguarding policy in place and, if your organisation works with children or adults at risk ie as beneficiaries, service users or volunteers, we will ask you to provide details of any reportable safeguarding incidents that may have occurred in the last 5 years. Please ensure you have read our Safeguarding Policy.

Primary Named Contact

The Primary Named Contact will be our main contact regarding your application and any grant that may be awarded. The named contact can be anyone in your organisation but they must be authorised to apply on behalf of your organisation.

In this section we will collect contact details for the Primary Named Contact.

Named Trustee

You will only be asked to complete this section if the Primary Named Contact is not a trustee of your organisation.

In this section we will collect contact details for the Named Trustee.

Financial Information

Trustees need access to your most recent audited / inspected financial report. If this (or your Annual Return) is available on the relevant charity regulator’s website eg the Charity Commission website, we will ask you to provide a link to your published accounts on the relevant website.

If your audited accounts are not available on the relevant charity regulator’s website, you will be asked (in the Files Uploads section of the form) to upload these documents before you submit your application.

If your organisation is too new to have annual accounts we ask that you attach a copy of your latest management accounts, which should include your income and expenditure account with balance sheet.

In this section we will ask you to provide details of any previous grants you may have received from The 29th May 1961 Charitable Trust.

About Your Application

Funding Descriptor: One of the mandatory questions in this section is Funding Descriptor. For this question, please provide a few words to describe the project or activities that the funding will support.

We request your descriptor follows the style of the examples given ie “Towards the costs of . . .” This is because, should a grant be awarded, your descriptor will appear in our Annual Report and Accounts together with the total grant awarded.

As our Annual Report and Accounts are published on the Charity Commission website, please submit a descriptor that you are happy to share with a wide audience. The Funding Descriptor has a maximum limit of 95 characters (which should include “Towards the costs of” ie 21 characters including spaces.)

The examples we provide are:

• Towards the costs of a new minibus. (35 characters)
• Towards the costs of providing holidays for families of children with disabilities. (83 characters)
• Towards the costs of an outreach programme bringing opera to disadvantaged groups nationally. (93 characters)

What type of funding do you require?* Your choice will be: Project specific costs / Core or running costs / Capital costs

Total amount of funding you are requesting You might find it useful to look at the lists of grants we publish in our Annual Report and Accounts. Each grant listed shows the total grant awarded, this may have been paid as a one-off grant or split and paid over two or three years. You should apply for what you need. Trustees do not work on an “all or nothing” basis so they may provide support at a different level than that requested.

We will ask you if you are applying for the total amount of funding to be paid as a one-off single payment or split equally and paid over two or three years eg if you have requested £9,000, are you requesting this as a single payment or do you wish for this to be paid as, say, three annual payments of £3,000 each?

An optional question that we ask in this section is ‘What are the predicted timescales for delivery of the work?’ Approximate timescales are fine.

The 29th May 1961 Charitable Trust groups the grants awarded into categories for reporting purposes only. Applications are not submitted for consideration under categories but our Trustees prefer to report outcomes under the following categories and we ask you to choose the category that best matches your request:

• Arts and Museums
• Conservation and Protection
• Employment, Education and Training
• Homelessness and Housing
• Leisure, Recreation and Youth
• Medical (we do not fund Medical Research)
• Offenders
• Social Welfare

Trustees also report on the geographical areas that benefit from our grants. We will ask you to choose the geographical area that will benefit from any grant we may award. Please choose the area that best matches your request – the list will be:

• Midlands
• London
• Northern England
• Southern England
• Northern Ireland
• Scotland
• Wales
• National

Your Request

Summary of your request for support This is your main request section. It should be a stand-alone summary of your request for funding and should not direct the reader to other answers within the application form or include links to information elsewhere.

Any supplementary information should be attached as a separate file in the File Uploads section of the form.

When inputting text, please remember the form will only accept plain text (eg no underlining, emboldening, bulleted points).

File Uploads

Uploading of additional supporting information: This is optional. You may for instance wish to upload a project budget.

Acceptable formats for uploaded files include Word, Excel, pdf, jpg, but the maximum total size of all files uploaded must not exceed 25MB.

Important: You should only upload files immediately prior to submitting your application. Any documents uploaded prior to clicking on ‘Save and Resume Later’ will be lost when you return to your draft application and you will have to upload files again before submitting your application.

Declaration

This section should be completed by the Primary Named Contact.

Please remember to click on the ‘I confirm’ box before you submit.

Submiting your completed application

When you have completed the application form and attached your documents (if any), you can submit by clicking on the 'Submit’ button. There may be a delay while the information uploads. Please do not click on the submit button more than once as this may result in an error message.

It is only when you click on ‘Submit’ that we can see the information you have inputted.