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Hendy Foundation grant making policy

Hendy Foundation is a grant-making trust supporting general charitable purposes. It is the policy of the Trustees to make grants to a wide range of charitable bodies.

Grants are made to registered charities, charitable organisations and individuals across the counties that Hendy Group Ltd operates to support a wide range of charitable purposes including and not limited to:

  • Relief of extreme poverty
  • Relief of sickness
  • Promoting healthy lifestyles and wellbeing
  • Reducing inequalities in income deprivation and employment
  • Improving health and social wellbeing for older people and vulnerable groups
  • Growing sustainable communities
  • Hendy Foundation will also consider applications for grants from individuals, providing that the trustees are satisfied that they support one of the areas listed above.

Priority will be given to applications that meet the following criteria:

The money is needed for a clearly specified purpose or project with a charitable benefit.

Where the funds are requested to begin a program of work or provision of a service, plans are in place to continue the work after the grant funds end.

There is a minimum donation of £500 and a maximum level of grant of £5,000 per annum, as a guide; the entire funding pot available to Hendy Foundation is likely to be around £30,000 per grant application round.

Applications should include the following information:

Summary or Background – A brief description of the applicant’s purposes, overall goals and plans for the year

Project Description – The specific purpose for which the funds will be used e.g. problem to be solved, need to be met, service to be provided

Goals – Explain the objectives of the proposed activity, who will benefit and how? How will success be measured?

Target Area – Give a full description of the population and/or geographic area you intend to reach

Applications will only be accepted online, and applications received by post or email will not be considered. The Trustees will meet every three months, at these meetings, having reviewed all applications received since the previous trustee meeting, the trustees approve the grants to be made to the successful applicants.

Where a grant is awarded to an individual, or organisation not registered with the Charity Commission the following process will apply:

The Trustees will pay for equipment or services requested by the individual directly with the supplier, or where Hendy Foundation has agreed to pay for part of a product or service proof must be provided that the rest of the funds are available.

As part of the monitoring and evaluation procedure, Hendy Foundation requests evidence of expenditure and any audited or independently examined accounts and should Hendy Foundation consider that a grant has been used fraudulently or such evidence cannot be produced, we will seek to recover the full grant and any associated costs. Furthermore, if evidence proves the grant has been used fraudulently, Hendy Foundation will inform the relevant regulatory authorities, who may include the Police and/or Charity Commission and legal action will be considered.

Hendy Foundation reserves the right to audit both successful and unsuccessful grant applications and will report on the outcomes annually.

The grant process

  1. Applicants submit their grant application form online via the Hendy Foundation website.
  2. Once the grant application window has closed, the trustees will review each application and shortlist a number of applications at the following trustee meeting.
  3. The shortlisted applicants will be asked to provide documents for the purpose of due diligence in order to determine which applications are to be successful.
  4. Due diligence requirements will comprise (and not limited to)
    1. Latest 3 months bank statements from all the bank accounts associated with the charitable organisation
    2. Management accounts for the current financial year
    3. Final audited accounts for the previous financial year
    4. Invoices, quotations and documents to prove the value of the requested grant
  5. Upon receipt of the due diligence documents the trustees will meet to determine which applications are successful.
  6. Successful applicants will receive a terms and conditions document which they are requested to sign and return.
  7. Upon receipt of the terms and conditions document, payment for the grant will be made by bank transfer only. No cash alternative or payment to a personal bank account will be made.
  8. Within 12 months of receiving the grant, successful applicants are required to provide financial proof of how the grant has been spent. Documents required comprise (and not limited to):
    1. Invoices
    2. Bank statements
    3. Photographs
    4. Videos
    5. Other supporting relevant documents
  1. Payment to successful individuals will be made directly to the company supplying the relevant service or item and will not be paid in any circumstance directly to the individual.