Guidance Notes for Applicants

Applicants are advised to read the following notes carefully prior to the submission of any application.

1.  Aims of the Trust Fund (taken from the Trust Deed):

1. To provide or maintain or assist in the provision or maintenance of public halls, meeting places, playing fields, sports facilities for the public at large in the interests of social welfare, with the object of improving their condition of life, places for housing the arts, libraries, museums or other educational institutions to which the public have access.
2. To provide or maintain or assist in the provision or maintenance of public gardens or public open spaces.
3. To provide or maintain or assist in the provision or maintenance of equipment or items for use in or with any of the objects mentioned in (1) and (2) above.

NB

• Assistance can only be given to schemes within the boundaries of the Lichfield City Council
• Trustees normally seek to help organisations which help themselves
• An effort is made not to overlap with support given by the Trustees of the Lichfield Conduit Lands Trust
• In general it is the policy of the Trustees to support capital projects and not make payments of an income nature
• No part of the Trust Fund shall be paid to or supplied for the benefit of an ecclesiastical charity or charity for the relief of poverty.

2. Submission of Applications

Please complete an online application form if possible. Link to apply online is here.

If you do wish to apply via email – then please download an application form. Completed application forms, together with any other supporting documents should be sent to:

Simon R. James, LL.B
Clerk to the Swinfen Broun Charitable Trust
PO Box 8680
Burton on Trent
DE14 9QB

Tel: 07506 284831

Email: srjames@swinfenbroun.org.uk

3. Consideration of Applications

All applications will be acknowledged and applicants advised when the next Trustees meeting is to take place. Save in emergency the application will be considered at that meeting.

Applicants will be notified of the Trustees’ decision usually within seven days of the meeting.

Each application will be considered on its merit; however applicants will be advised immediately in the event of the application clearly not meeting the criteria of the Trust Deed (see Guidance Note 1 above).

4. Conditions of Grant

(i) Grant will only be paid against an appropriate invoice or evidence of expenditure incurred.
(ii) Grant is time limited to two years from the date of the offer.
(iii) It is requested that some form of recognition of the Trust’s assistance should be acknowledged or displayed in some suitable form.
(iv) The decision of the Trust is final and further correspondence will not be entered into.
(v) The Trustees cannot commit themselves to repeat or renew any grant.