Eligibility

Important preliminary note, 2020

As stated on the home page, we will not accept applications from new applicants in 2020.

Subject to the following paragraphs, you’re only eligible to apply if you’ve submitted an application to us since 1 January 2010 (whether or not you’ve been successful).

If you’ve been advised that you do not meet our eligibility criteria then you should not apply.

Since 2010 we’ve removed Herefordshire from our geographical area. And we’ve clarified that Shropshire (including Telford and Wrekin) and Staffordshire are not within that area. If you’re based, or operate (wholly or mainly) within these counties you should not apply.

Charities that have not been successful in their last three applications should consider whether a further application is appropriate.

During 2020 we’ll be reviewing the eligibility criteria in conjunction with the grant-making history since 2010.

This review is likely to mean that we’ll:

  • reduce our geographical area
  • give more detailed guidance on the kind of charities and projects we’ll support.

This should help potential applicants to assess whether an application to us is justified.

We hope that any changes will be in place for our Spring 2021 meeting. The changes are unlikely to appear on this website until January 2021.

We’re retaining in its entirety the Eligibility criteria section as it was before this update. This is because there’s information which will be useful to those entitled to apply in 2020.

Eligibility criteria

mac birmingham Disabled Access Day 2017, a celebratory day of events and activities for all ages and abilities. Photo: Nick Hynan

mac birmingham Disabled Access Day 2017, a celebratory day of events and activities for all ages and abilities. Photo: Nick Hynan

As a general policy The Saintbury Trust will only accept applications for grants from registered charities that are both based and operate (wholly or mainly) within its geographical area (see next paragraph).  For our purposes, a charity is “based” where its main office is located or where its principal activity is performed (and often a combination of the two).

To be within our geographical area, a charity must satisfy both of the following tests:

(a)    It must be within the counties of the West Midlands, Warwickshire, Worcestershire and North Gloucestershire AND
(b)    It must be in one of the following postcodes: B, CV, DY, GL WR, WS and WV

Dance Track Celebration, July 2018. Photo: Paul Telfer.

Birmingham Royal Ballet’s Dance Track Celebration, July 2018. Photo: Paul Telfer.

Please note that neither Shropshire (including Telford and Wrekin) nor Staffordshire nor Herefordshire are within our area.

We do not make grants to:

  • Individuals (including individuals seeking sponsorship for challenges in support of charities)
  • Animal charities
  • Charities whose purpose is the advancement of religion. Whilst we normally accept self-categorisation (see below) we reserve the right to re-categorise an applicant within this category if we, in our absolute discretion think fit
  • Organisations other than registered charities (except, at the trustees’ absolute discretion, where charitable status is otherwise proved to the trustees’ satisfaction; the trustees are not prepared to undertake their own investigations)
  • National charities – this includes charities based within our geographical area but which operate on such a wide basis that they should be considered “national”.  We do not insist that applicants operate exclusively within our geographical area but the trustees will decide in their absolute discretion as to whether a charity in these circumstances satisfies our criteria.  Please note that many national charities apply to us on the basis that they have a project within our geographical area; they do not satisfy our criteria
  • Local branches of national charities – except where they have a separate registration with the Charity Commissioners and can provide their own accounts.
  • Scouts, guides, sea-cadets and similar organisations
  • Village halls (including refurbishment and improvements)
  • Repair, maintenance, improvement etc. of local churches.

We rarely award grants for general running costs or for start-up (or “seed-corn”) costs. We always require sight of least one full year’s accounts. These accounts must cover a period commencing on or after the date you have registered as a charity; we do not accept accounts which cover periods before this date.

We do not consider applications from the same applicant at successive meetings.

Save for the advancement of animal welfare and the advancement of religion, we, in general (but see below), accept applications relating to any of the purposes set out in section 3(1) of the Charities Act 2011.  These are summarised below.  We have added our own code letter for each purpose as, on the application form, you will be asked to specify the category (or main category) under which your application falls.

The categories are (and this is how they appear in the Act – with the exception of 11 which has been shortened):

1.    The prevention or relief of poverty (“POV”)
2.    The advancement of education (“EDU”)
3.    The advancement of health or the saving of lives (“HEAL”)
4.    The advancement of citizenship or community development (“CCD”)
5.    The advancement of the arts, culture, heritage or science – which we subdivide into:
(a)    Arts and culture (“A&C”)
(b)    Heritage and science (“H&S”)
6.    The advancement of amateur sport (“AMS”)
7.    The advancement of human rights, conflict resolution or reconciliation or the promotion of religious or racial harmony or equality and diversity “HUM”)
8.    The advancement of environmental protection or improvement (“EPI”)
9.    The relief of those in need because of youth, age, ill-health, disability, financial hardship or other disadvantage – which we subdivide into:
(a)    Care of the dying (“N-COD”)
(b)    Childhood and youth (“N-C&Y”)
(c)    Community  (“N-COMM”)
(d)    Disability and ill-health (“N-DIS”)
(e)    Homelessness (“N-HOME”)
(f)    Old Age (“N-OA”)
10.    The promotion of the efficiency of the armed forces of the Crown or the efficiency of the police, fire and rescue services or ambulance services (“PUB”)
11.    Any other purposes which fall within paragraph (m) of the said Section 3(1) (“ONS”).

In line with common practice the trustees expressly reserve the right to make grants at their absolute discretion to charities which do not appear to come within the above-mentioned eligibility criteria. The trustees do not expect to exercise this discretion save in rare circumstances.

If you are eligible, apply for a grant.