Colwinston Charitable Trust Grant Applications

APPLICATION GUIDELINES Please read carefully the Trust’s Guidelines and FAQs before making an application. The Guidelines are available in hard copy upon request, or electronically in PDF format. The Colwinston Charitable Trust was founded in 1995. The Trustees are: Mr Mathew Prichard CBE, Mr Martin P Tinney, Mr Martin Paisner CBE and Mr Robert J Maskrey. 1. OBJECTIVES The trustees are seeking particularly the support of charitable organisations in the UK, (especially Wales), the dominant purposes of which are to benefit opera/music theatre, classical music, and the visual arts. They will also entertain specific project proposals for the assistance of Libraries and Archives. 1.1 Opera The Trust aims to widen the opportunities to enjoy and appreciate performances of opera and music theatre, especially by assisting organisations to develop new audiences for performances of the highest quality. The Trust will consider applications for performances within Festivals, especially in areas where operatic provision is restricted, for core support, tours, and for new work where performances are also scheduled. 1.2 Classical Music The Trust aims to widen the opportunities to enjoy and to appreciate traditional classical music, and is especially interested to support projects that deliver high quality performances to areas where provision is limited. The Trust will consider applications for core support, for tours and for new work, where performances are an integral part of the project. The Trust will only exceptionally consider support for festivals. 1.3 Visual Arts The Trust aims to widen the opportunities to enjoy and to be stimulated by the visual arts, to foster creative endeavour and to help develop new audiences. The Trust will also consider support for exhibitions and tours, and projects that improve or re-equip existing venues for a specific exhibition or tour. 1.4 Libraries and Archives The Trust will consider applications for specific projects but are unlikely to support capital projects. 2. GENERAL The Trust is especially interested in “exceptional” projects that demonstrate “excellence” in terms of the creative ambition of the project, the quality of the artistic product, the calibre of the participating artists, and the value of the artistic experience for audiences and/or participants. Applications for grants which will enable organisations to achieve their aspirations for higher standards of performance and presentation, and for projects that assist organisations to present work in different ways, to assist the appreciation of the art-form and attract a wider audience will be of particular interest. Organisations and projects that provide direct benefits to the wider public, rather than special interest groups will be favoured. Applications should be for projects that benefit persons in the UK, and especially the people of Wales. Applications from individuals will not be accepted. The Trust will only consider applications from charities registered in the UK. Organisations will need to demonstrate an established track record in financial and project management, of reasonable costs, realistic budgets and plans to maximise contributed income for the project from all available sources. The Trust will not generally consider applications for capital projects, but consideration may be given in exceptional circumstances to modest applications for projects undertaken by established arts organisations, the main activities of which are within the fields of classical music, opera/music theatre or the visual arts. In its consideration of applications for Outreach/Education/Access/Community projects, the Trust prefers to support projects undertaken by established arts organisations where the prime activity is concerned with opera/music theatre, classical music and/or the visual arts. The Trust prefers to support projects that make strong connections to the main activities of these arts organisations. An organisation may only apply for one grant in any one financial year. Applications for grants of less than £5000 will not generally be considered. The Trust is unlikely to support applications for items of equipment unless they are an essential part of a wider proposal. 3. EXCLUSIONS Applications for Websites, publications, conferences, seminars, commercial recordings and applications for individual scholarships, awards and training will not be accepted. 4. SIZE OF GRANTS The majority of grants will be in the range of £5,000 to £25,000. 5. MONITORING & EVALUATION The Trust will expect to see sound monitoring and evaluation plans included in any proposal. 6. PROCEDURE 6.1 In the first instance, and prior to sending any application to the Trust, organisations should make contact with the Trust, preferably by email, colwinston.trust@ntlworld.com supplying a brief summary of the project and indicating the grant level being sought. The Trust does prefer that its Grant Application Form is used when making any application to the Trust and this will be made available to organisations after the initial email contact is made with the Trust. (or can be downloaded) Please allow at least 2 weeks between making an initial enquiry, and the deadline for submission of completed applications. 6.2 The completed application should be sent to: Mrs Amanda McMurray Consultant Director Colwinston Charitable Trust 14 Hanover Court, Midhope Road Woking, Surrey GU22 7UX 6.3 It is expected that all applications will be formally acknowledged within two weeks of receipt. Applicants are requested to supply a stamped self-addressed envelope for this purpose.
	6.4 The supporting information should include one copy only of the latest annual report and audited accounts. Only one other item of supporting information should be included with any application. Should further information be required, it will be requested. 6.5 Financial information related to the project should be limited to 1X A4 page and include a full budget showing anticipated Income and Expenditure and be attached to the application. This should include a costing of overheads associated with the project, indicating the extent to which these are covered by core funding. 6.6 Grant applications should be received by the Trust in the period 1st - 30th September, for consideration at the November meeting, or in the period 1st – 31st March for consideration at the late April/May meeting of trustees. Completed applications may also be requested in electronic form. Multiple copies of the final application may also be requested. A letter accompanying the application should be attached, and be written on the official letter head of the Charity making the application. Completed applications may also be requested in electronic form, in addition to hard copy. Multiple copies of the final application may also be requested. A letter accompanying the application should be attached, and written on the official letter head of the Charity making the application. 6.7 Organisations seeking further advice on making an application are welcome to contact the Trust by email. Please note that the Trust office operates on a part-time basis, and at least 2 weeks should be allowed before any application deadline when making initial enquiries. 6.8 Applications can only be considered if the documents are presented in English. 7. ESSENTIAL INFORMATION Applications must include all of the following information in no more than 4 x A4 pages: (Please number pages clearly) Name and full address of the applicant organisation Registered Charity Number of the organisation Name of primary contact, and contact details including email and telephone Name of project Main objectives of the organisation A brief description of the funding request Total cost of the project Amount of grant requested When the project will start and the duration of the project How many people will benefit from and/or participate in the project? Who will manage the project from within the organisation How will the project contribute to the long-term development of the organisation, and to the relevant artistic sector/s involved? How will the project be monitored and evaluated In what way/s does your organisation consider that the project meets the Trust’s objectives? PLUS, on a separate A4 sheet, and attached to the 4 page application: A full project budget showing all anticipated Income and Expenditure Please show where core costs are covered by core funding PLUS One copy of the most recently Audited Accounts. No more than one other item of supporting information or material. A stamped addressed envelope for reply. PLUS A letter, written on the official letterhead of the Charity making the grant application should accompany the application. 8. CONDITIONS OF GRANTS 1. 1. Grants must be used for the purposes set out in the application. Recipients must notify the Trust immediately of any substantive changes to the project which deviate from the application. The Trust may decide to alter the amount of the grant offered in the light of these changes. 2. 2. The release of grants for projects extending beyond one financial year is conditional upon the receipt of satisfactory interim reports and financial statements. 3. 3. The recipient organisation must supply regular progress reports during the activity as requested, and a final report containing a full return of all income and expenditure following the completion of the project, by a date to be agreed. (Normally 6-8 weeks after the conclusion of the project) 4. 4. No further application will be considered from any organisation if there are outstanding monitoring or evaluation issues, or until satisfactory receipt of the final project report. 5. 5. Recipient organisations must endeavour to ensure that the grant is acknowledged on all published printed material in relation to the project, and by using the Trust’s logo. The Trust logo should be used in its full colour format unless agreed otherwise. 22 June 2011

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