Registered Charity Number: 242328 

The Sheldon Trust, which also incorporates funds previously held by the Malcolm Chick Charity and the Pearson’s Holiday Fund, aims to alleviate poverty and distress within society. To this end it makes grants to registered charities in four defined focus areas: community projects; special needs groups; youth development; and holidays for the disadvantaged.

Grants may be provided for specific projects, operating costs, including staff, as well as refurbishment and specific items of equipment. However, capital appeals for building costs and vehicles are not considered.

The next meeting of the Trustees will take place on the 30th October 2017. The Trustees are now accepting applications for this meeting.

Applications for Holiday Funding - The Trustees are now accepting applications for Holiday Funding for the year April 2017 to March 2018. 

Criteria

Aims and Objectives

The main purpose of the Sheldon Trust is to relieve poverty and distress in society, especially in deprived areas, by providing grants to registered charities working with disadvantaged people in the following four areas:-

1. Community Projects (within the geographical areas defined below):

these would be primarily community-based organisations, run by local volunteers, perhaps with some paid staff. They would be addressing identified local needs of a community nature.

2. Special Needs Groups (within the geographical areas defined below):

these would be addressing groups with special needs, i.e. with age, health or learning issues which put them at a disadvantage within society.

3. Youth Development (nationally):

these would support programmes which address the needs of 16-25 year olds, especially those not in education, employment or training. While individuals will not be supported directly, the Trustees will encourage applications from programmes which encourage individual young people to expand their experiences and challenge their capacities.  

4. Holidays for the disadvantaged (West Midlands or Greater London):

Applications for this category are considered throughout the year and require a separate application form, which can be accessed below.  Applications can be submitted at any time but may not be considered immediately. The average value of these grants is £600.  

Defined Geographical Areas

The Sheldon Trust's defined geographical area of giving for categories 1 and 2 is the West Midlands with particular emphasis on the following areas: Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Wolverhampton and the County of Warwickshire.

National charities wishing to apply under categories 1 and 2 may only do so where they have a branch in one or more of the defined areas which is responsible for its own financial management and fundraising and can provide separate accounts.

What type of grants does Sheldon make?

The Trustees fund projects, salaries, equipment, furnishings, refurbishments and running costs. The Trustees do not consider appeals in respect of the cost of purchasing buildings or vehicles.

Where appropriate, the Trustees are prepared to consider multi-year grants, up to three years.

The Trustees may put aside a portion of their income for grants for special projects of which they have personal knowledge or an organisation which they have supported in the past.

How much does Sheldon give?

In the financial year ending 5 April 2016 the Trustees authorised grants of £212,425 for 38 organisations.  Some of these were multi year grants. The Trustees are willing to consider applications for funding of up to £10,000, when warranted.  Multi-year commitments, up to three years, can also be considered.

Exclusions

The Trustees do not consider applications from charities with an annual income of over £1M and/or free unrestricted reserves to the value of more than six months of their annual expenditure.

When and how to apply for funding

Each year the Trustees meet in April and October to consider around 15 to 25 applications at any one time, depending on the amount of funding available for grant making. Applications and supporting documentation must be submitted by the deadline given below.

What to include with the application

A copy of the organisation’s most recent signed accounts; a budget for the project for the current financial year; and, if the application envisages a salary, a job description. These documents can be uploaded at the end of the online application form.  Applications will not be considered until all the relevant documentation has been received.

The Sheldon Trust does not accept draft accounts. Please do not send any other information as it will be discarded.

Grant Offers

All applicants will be informed of the funding decision within 7 days of the Trustees meeting. Successful applicants will receive confirmation of the grant offer and any related conditions. Please do not contact the office before this time. The grant acceptance letter must be signed by a senior staff member of the applying organisation, preferably the Director/Chief Executive or Assistant Director, and returned to the Trust Administrator before funding will be released.

Reporting on the Grant

To help monitoring and evaluation of grant-making activities, recipients will be sent a short form to be completed and returned to the Trust at the end of the project. This form will normally be sent one year from the date of payment of the grant unless requested sooner. Further applications will not be considered until this form has been returned.

Re-applying to the Sheldon Trust

Unsuccessful applicants can re-apply after two years.

Successful applicants will not be considered for a period of two years following receipt of a grant (or final payment of repeat funding).

 

Applications under categories 1 to 3

The Trustees require all applicants to submit their application online.

The next scheduled meeting of the Trustees is due to take place on Monday, 30 October 2017.

The link to the online application form will be available on this web page until the number of applications received reaches the maximum for this meeting, or until Monday, 18 September 2017, whichever is soonest. The link to the online form may be removed without notice if the maximum number of applications is received before the closing date.

If you had started but not completed an application when the form was closed for the April 2017 meeting, the information you entered will have been saved and you will be able to complete the form by clicking the link below and using the login and password you set up previously.

To begin a new application please click the link below. There are some eligibility questions to be answered before applicants can access the full application form.

Click here to begin your application form for categories 1 - 3  

 Applications under category 4 – Holiday Funding

The Trustees consider applications for funding for holidays for disadvantaged people living in the West Midlands area or Greater London throughout the year.  If you wish to apply under this category please complete and submit the online application form for this purpose by following the link below.  Applications will be considered as soon as possible but please allow for approximately 8 weeks between submission and notification of the result. 

Click here for the Holiday Funding application form for the year April 2017 to March 2018

Trustees are now accepting applications for the year April 2017 to March 2018.  

If any problems are experienced, prospective applicants should please e-mail the Trust Administrator.

 

Thank you for your interest in the Sheldon Trust

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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