Baker Family Charitable Trust
Charity Number: 1184392
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Quick Stats
- Annual Giving: £695,614 (2024)
- Success Rate: Not publicly available
- Decision Time: Not publicly available
- Grant Range: Not publicly available
- Geographic Focus: North West England and Wales (preferred)
Contact Details
Address:
Rathbone Trust Company
Port of Liverpool Building
Pier Head
Liverpool L3 1NW
Phone: 0151 236 6666
Email: kerry.clayton@rathbones.com
Note: The trust does not have a public website. All inquiries should be directed to Kerry Clayton at Rathbone Trust Company.
Overview
The Baker Family Charitable Trust (Charity Number 1184392) is a UK-registered grant-making charity administered by Rathbone Trust Company in Liverpool. Based on the most recent financial data (year ending April 2024), the trust had an income of £288,311 and distributed £695,614 in grants and charitable expenditure. The trust operates with two trustees and no paid staff, with administration provided by Rathbone Trust Company. The trust focuses its grant-making on charities operating in the North West of England and Wales, though it may consider applications from other areas. All trustees serve without remuneration, and the trust maintains no trading subsidiaries.
Funding Priorities
Priority Areas
The Baker Family Charitable Trust supports a broad range of charitable activities with preference given to organizations based in North West England and Wales:
- Poverty Relief - Projects that prevent or relieve poverty
- Education - Initiatives that advance education and learning
- Health - Programs that advance health and wellbeing
- Community Development - Projects that strengthen and develop communities
- Arts, Culture, and Heritage - Supporting arts, cultural activities, and heritage preservation
- Science - Advancing scientific knowledge and understanding
- Environment - Projects that protect and improve the environment
What They Don't Fund
Information about specific exclusions is not publicly available. Applicants should contact the trust directly to confirm eligibility.
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Governance and Leadership
The trust is governed by two trustees who serve without remuneration. The day-to-day administration is managed by Rathbone Trust Company, a professional trustee service provider.
Contact: Kerry Clayton at Rathbone Trust Company handles inquiries and administration for the trust. Kerry Clayton (also known as Kerry Roberts) is a chartered accountant who specializes in charity governance, accountancy, and administration, and serves as trustee for multiple charitable trusts.
Application Process and Timeline
How to Apply
The trust does not have a public website or published application guidelines. Prospective applicants should contact Kerry Clayton directly at kerry.clayton@rathbones.com or by phone at 0151 236 6666 to:
- Confirm eligibility for funding
- Obtain application requirements and forms
- Discuss the appropriateness of their project
- Understand current funding priorities and availability
Decision Timeline
Specific information about trustees' meeting schedules, decision timelines, and notification methods is not publicly available. Applicants should inquire about current timelines when making initial contact.
Success Rates
Success rate data is not publicly available.
Reapplication Policy
Information about reapplication policies and waiting periods is not publicly available. Applicants should inquire when making initial contact.
Application Success Factors
Given the limited public information available about this trust, the following general guidance applies:
Geographic Focus: The trust has a stated preference for North West England and Wales-based charities. Organizations in these regions are likely to have higher success rates.
Broad Charitable Purposes: The trust supports a wide range of charitable activities across multiple sectors. Projects that clearly fall within one or more of their priority areas should be clearly articulated.
Professional Administration: The trust is administered by Rathbone Trust Company, a professional trustee service with expertise in charity governance. Applications should be professionally prepared with clear budgets, objectives, and outcomes.
Pre-Application Contact: Given the lack of public guidelines, making contact before submitting a full application is advisable to understand current priorities, funding availability, and application requirements.
Financial Context: With expenditure of approximately £695,614 in 2024 (significantly exceeding income of £288,311), the trust appears to be distributing capital or reserves. This may affect future grant-making capacity.
Key Takeaways for Grant Writers
- No public application guidelines - Direct contact with Kerry Clayton at Rathbone Trust Company is essential before applying
- Geographic preference - Organizations in North West England and Wales should emphasize their regional connection
- Broad remit - The trust supports multiple cause areas, so applicants should clearly identify which priority area(s) their project addresses
- Professional administration - Expect a professional application process managed by experienced charity administrators
- Limited public information - Be prepared to ask detailed questions about grant sizes, timelines, and requirements during initial contact
- Small governance structure - With only two trustees, decision-making may be relatively streamlined once applications reach the trustees
- No online portal - Applications are likely to be paper-based or via email rather than through an online system
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References
- UK Charity Commission Register of Charities: Baker Family Charitable Trust (1184392). Available at: https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1184392&subid=0
- Charity Choice Directory: Baker Family Charitable Trust. Available at: https://www.charitychoice.co.uk/baker-family-charitable-trust-270039
- Financial data: Charity Commission accounts for year ending 5 April 2024 showing income of £288,311 and expenditure of £695,614