The Leonardo Trust Grant Making Policy

  1. The Objects of The Leonardo Trust (“the Charity”)

Under the terms of the Articles of Association, the Trustees apply funds at their discretion:

“The Objects for which the Charity is established are such charitable purposes for the benefit of Dorset Carers as the Trustees from time to time in their discretion think fit (“the Objects”)”.

The Trustees seek to support those activities for purposes which help further the Objects.

  1. Priorities for support

The number of projects which can be supported is, of necessity, limited to the amount of funds available for distribution in any year. The Trustees have determined that the priorities for funding carers over the next years will be:

  • Mental Health
  • Young Carers
  • Raising awareness
  • Increasing charitable activity

The priorities in this policy will be reviewed every year (or more often if deemed appropriate by the Trustees), and may be changed in accordance with the Trustees’ view of the most effective application of available funds at any point in time.

  1. Principles

In awarding grants, the Trustees will apply the following principles:

Only applications from Dorset Carers for consideration.

All applications from previous recipients of grants or from previously unsuccessful applicants will be considered by the Trustees on their own merits.

Although the Trustees will have regard to the outcome of the previous grant, any new application will in no way receive preferential or adverse consideration.

The Charity will not normally support applications from large national charities i.e. those with an annual income in excess of £10 million or with £100+ million assets or charities dedicated to issues deemed by the Trustees to be already well funded within Dorset.

The Charity will willingly work in partnership with other organisations to fund initiatives beyond the financial scope of a single organisation.

  1. Exclusions

The Trustees will not normally approve the use of the Charity’s funds for:

Purposes for which the government has a statutory responsibility to provide.

  1. Grant application process

All applications for grants should be made in the first instance to The Leonardo Trust, 5 Dunyeats Road, Broadstone, BH18 8AA.

All applications must be made by way of a paper, or online application form (to be completed in conjunction with this policy).

Information requirements before awarding a grant

All applicants:

Before awarding a grant to an organisation or an individual, the Trustees require that the application should:

Inform the Trustees of the purpose of the application, details of the carers situation, the way in which the grant will be used and how it will be managed effectively for its intended purpose.

Demonstrate that the recipient (whether an organisation or an individual) has and will be adequately insured both in relation to any equipment and facilities purchased by the grant but also in relation to any risk of injury arising by reason of the project or purposes for which the grant is awarded including injury to those participating in that project or those purposes; and sign the  application form to state that the applicant undertakes to comply with the general terms and conditions including that the presentation of a cheque or acceptance of funds through bank transfer deems that the recipient has accepted these and any additional terms and conditions contained in a letter of grant between the Charity and the grant recipient and agrees to be bound by them.

  1. Assessment process

All grant applications will be subject to initial assessment to ensure they meet the basic criteria for funding. Grants will be considered by the Trustees at the nearest opportunity and the Trustees will aim to write to all applicants informing them of the outcome of their application for funding within one month of the date of the application.

Applicants should note that, as with many other charitable trusts, always receives far more applications that it has funds to support.

Even if a project fits within the criteria and priorities of the Charity and a detailed assessment has been made, the Charity may still be unable to provide a grant.

The Trustees will not be obliged to provide an explanation to the applicant should their application be unsuccessful.

  1. Monitoring and Publication

It is the policy of the Trustees to monitor all grants made. To this end, before a grant can be confirmed, conditions will be stipulated appropriate to the work to be carried out and progress will be assessed against agreed targets and/or milestones.

Monitoring visits by representatives of the Charity may be expected during the period of an application.

The Trustees also expect to receive copies of any published articles, papers or other outputs which may result from the project or award.