W F Southall Trust

Status:Open to applications
Application Deadline: N/A

Description

Grants are available for charities in England and Wales working in the fields of community action; environmental action and sustainability; overseas development; peace and reconciliation; substance abuse, addiction and penal affairs; and the work of the Religious Society of Friends.

 

 

Details

 

Maximum Turnover:
£ 5,000,000
Maximum Value:
£ 3,000
Minimum Value:
£ 1,000

Extended Description

The W F Southall Trust was started in 1937, by Wilfred Francis Southall, a Birmingham Quaker.

The funding is intended to support registered charities in England and Wales that are undertaking charitable projects that address the Trust objectives.

A substantial proportion of the Trust’s income is given to Quaker work in recognition of the Quaker origins of the Trust.


Latest Information

There are no closing dates for applications. Applications may be submitted at any time and will be considered twice a year at the trustees' meetings in March and November. To be considered at these meetings, applications should be received before the end of January and September.


Key Criteria

Charities registered in England and Wales can apply.

The Trust tends to favour charities:

  • With an annual turnover and assets of less than £5 million.
  • With a clear and considered reserves policy.
  • Demonstrating sound governance, leadership and management.

Eligibility

Funding is available for capital and revenue costs associated with work that has been given charitable status and that addresses at least one of the following categories:

  • Community action (about 14% of grants are awarded in this area). 'Generally speaking this category is reserved for charities where one or more trustees have a connection with the cause.'
  • Environmental action and sustainability (about 8% of grants).
  • Overseas development (about 25% of grants). There is particular interest in projects which improve the life chances for the next generation of children born in war-torn nations and/or those in the Global South, or those born into nations with poor access to education.
  • Peace and reconciliation (about 15% of grants) to organisations that promote peace and reconciliation.
  • Substance abuse, addiction and penal affairs (about 6% of grants)
  • The Work of the Religious Society of Friends (about 33% of grants go to Quaker causes).

In recognition of the Trust's Quaker origins, the Trust’s largest grant-making category is the Work of the Religious Society of Friends.

Although the Trust takes a flexible approach to grant-making, it tends to favour the following when assessing applications within the six categories above:

  • Innovation.
  • Imaginative grassroots initiatives.
  • Projects that encourage wider support of the categories listed above.
  • Projects where grants of between £1,000 and £3,000 will make a quantifiable difference.
  • Charities making good use of volunteers.
  • Charities that are engaged with their local community and have raised financial support from within it.
  • Charities with an annual turnover and assets of less than £5 million.
  • Charities with a clear and considered reserves policy.
  • Charities demonstrating sound governance, leadership and management.

Restrictions

 

The following are not eligible for funding:

  • Individuals, groups, families or organisations that are not registered with the Charity Commission of England and Wales.
  • Retrospective funding (ie, funding for a project or work that has already taken place).
  • Charities with a primary focus not fitting within one of the Trust’s six categories.
  • Charities that are national household names.
  • Charities with a turnover and/or assets in excess of £5 million.
  • Charities that have not complied with Charity Commission regulations (eg, late annual returns).
  • Charities with a high level of free reserves and/or no clear reserves policy.
  • Charities spending less than 80% of their annual expenditure on furthering their charitable objects.
  • Emergency appeals.
  • Medical charities.
  • Animal charities.
  • Private schools.
  • On-going running costs where there seems to be no demonstration of the project or organisation's sustainability.

 


Application Procedure

The Trust now has an online grant application process.

Guidance notes, an eligibility checker, and an online application form can be found on the Trust's website.

Contact the W F Southall Trust for further information, either by ringing the Trust or by using the online form on the Trust's website.


Address & Contacts:

Application forms may be available to download their website: www.southall.org

 
Contact details:
Trust Secretary
 
W F Southall Trust 
c/o Rutters 
2 Bimport 
Shaftesbury 
Dorset 
SP7 8AY
Telephone:
0300 111 1937