Funding Request Information Required for all donations/grants

PLEASE do ensure before applying that you meet the criteria set out by the Patrick Trust.  You must be a charity registered with the Charity Commission; help either the elderly or the young; and be able to demonstrate that you can ring-fence any donation to benefit the West Midlands region.  Please note our typical donations range from £500 to £2,500, so please bear this in mind when making an application.

Contact Information

• Title (Ms, Mrs, Mr, Dr, etc)

• First Name

• Surname

• Position in organisation

• Email address

Charity Information

• Full name of organisation

• Main telephone number of your organisation

• Street address

• Town/City

• County

• Postcode

• Organisation’s website

• Charity registration number

• Brief summary of your organisation – aims, activities, key developments etc.

• Year-end date of latest available annual accounts:

o income

o expenditure

o reserves

• Summary of your charity’s current funding sources

• Has your charity previously applied for funding from us?

• Has your charity previously received funding from us?

Funding request

• Title of your funding request

• Summary of your funding request

• Please advise type of funding sought (Project/Core/Equipment etc)

• Please advise where in the West Midlands funding is sought/benefit for

• Amount requested

• Total project budget

• Timescale for funding (key dates, duration, etc.)

• Please give an overview of the needs/issues that will be addressed by the work you are seeking funding for

• Please explain how your charity plans to address these needs/issues

• Please highlight up to 3 key outcomes that you aim to achieve from the work

• How will you monitor and evaluate the key outcomes?

• Please explain why your charity is well placed & qualified to deliver this work

• Please give details of your fundraising to date for this work – funding secured, pending, etc.

• Is there anything else you would like to share with us at this stage?

Attachments

• Latest inspected/audited accounts

• Any other materials that you think may add weight to your request

(evaluations, impact reports, annual reviews, research, etc)

(NB…..To save on costs, the above information can be supplied via email to thepatricktrust@aol.com )