Dalgleish Trust

Charity Number: 1147817

Annual Expenditure: £0.2M

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Quick Stats

  • Annual Giving: £194,312 (2023)
  • Reserves: £4,916,929
  • Decision Time: Not applicable (invitation only)
  • Grant Range: Not publicly specified
  • Geographic Focus: International (India, Ghana) and UK

Contact Details

Address: Foxcombe Rise, Foxcombe Road, Boars Hill, Oxford OX1 5DL

Phone: 01865 570660

Email: dt@md46.com

Website: www.dalgleishtrust.org (minimal presence)

Charity Number: 1147817

Overview

The Dalgleish Trust was registered as a charity on 25 June 2012 and is a private grant-making trust based in Oxford. With reserves of approximately £4.9 million, the trust distributes around £194,000 annually (as of 2023) to charitable causes. The trustees hold capital and income upon trust to apply for exclusively charitable objects and purposes in any part of the world as they may in their discretion think fit. This is a family trust with minimal public presence, operating through trustee discretion rather than public solicitation. The trust focuses on specific health and humanitarian priorities identified by its trustees, with no fundraising costs as it operates entirely from its endowment.

Funding Priorities

Grant Programs

The trust does not operate formal grant programs but makes discretionary grants to organizations working in their priority areas. Grants are made to both organizations and individuals.

Priority Areas

The Dalgleish Trust has clearly defined funding priorities across international development and UK health initiatives:

  • Prevention of dental injuries - Supporting initiatives to reduce dental trauma
  • Treatment for leprosy in India - Funding organizations working on leprosy care and treatment
  • Provision of water supply in Ghana - Supporting water infrastructure projects
  • Mental health of young people in the UK - Funding youth mental health initiatives
  • Other health-related projects - Broader health interventions aligned with trustees' interests
  • Disaster relief - Emergency humanitarian response

The trust operates throughout England, Northern Ireland, and Scotland for UK-based projects, while also funding international work in India and Ghana specifically.

What They Don't Fund

Not specified, but given the narrow focus areas, the trust appears to fund only projects that align closely with their stated priorities. As a small private trust, they likely do not fund general charitable appeals or areas outside their specific interests.

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Governance and Leadership

Trustees

  • Mr M J Dalgleish - Chair (appointed 2012)
  • Mrs H M Dalgleish - Trustee (appointed 2012)
  • One additional trustee (name not publicly available)

The trust operates with three trustees who serve without remuneration or expenses. The trust has no employees and no trading subsidiaries, operating as a lean family foundation where trustees make all grant decisions.

Financial Management

The trust maintains substantial reserves of £4,916,929, equivalent to 223 months of spending, indicating a conservative approach to capital preservation. Recent financial data shows:

  • 2023: Income £833,387 / Expenditure £194,312
  • 2022: Income £1,267,949 / Expenditure £150,389
  • 2024: Income £72,555 / Expenditure £359,251

The fluctuation in income reflects investment returns on the endowment, while expenditure has remained relatively consistent with a modest increase in 2024.

Application Process and Timeline

How to Apply

The Dalgleish Trust does not have a public application process. The trust operates on an invitation-only basis, with grants awarded at the trustees' discretion. The trust's website (dalgleishtrust.org) contains minimal information and does not provide application guidelines or forms.

Given the trust's structure as a small private charitable trust with three trustees, grants appear to be made to organizations and causes already known to the trustees or identified through their networks. This is common practice for family trusts of this size.

Organizations seeking funding should note that unsolicited applications are unlikely to be successful, as the trustees exercise their discretion to select grant recipients based on their own research and connections within their priority areas.

Decision Timeline

Not applicable - grants are made at trustees' discretion throughout the year rather than on a fixed schedule.

Success Rates

Not available - no public application process means no success rate data.

Reapplication Policy

Not applicable given the absence of a public application process.

Application Success Factors

Since the Dalgleish Trust does not accept applications, the traditional factors that make applications successful do not apply. However, organizations working in the trust's priority areas may be considered for funding if:

  • They operate in the specific geographic areas of interest (India for leprosy work, Ghana for water projects, UK for mental health and dental injury prevention)
  • They align precisely with one of the trust's narrow funding priorities - the trust has very specific areas of interest rather than broad themes
  • They come to the attention of the trustees through sector networks - trustees appear to identify beneficiaries through their own research and connections
  • They demonstrate effective work in health or humanitarian relief - the trust's focus areas are all health-related or disaster response

The trust's specific interests in dental injuries, leprosy, and water infrastructure suggest the trustees may have personal or professional connections to these fields, which likely influences their grant-making decisions.

Key Takeaways for Grant Writers

  • No public application process exists - this trust operates entirely on trustee discretion and invitation
  • Very specific geographic focus - India (leprosy), Ghana (water), UK (dental injuries, youth mental health)
  • Substantial reserves but modest annual giving - approximately £4.9 million in reserves but only £194,000-£359,000 distributed annually
  • Family trust structure - run by two to three trustees (Mr and Mrs Dalgleish plus one other) who make all decisions
  • Minimal public presence - website exists but contains no application information; trust maintains privacy
  • Sector-specific interests suggest personal connections - the unusual combination of dental injuries, leprosy, water in Ghana, and youth mental health likely reflects trustees' professional or personal backgrounds
  • Contact details available but unsolicited approaches unlikely to succeed - while contact information is public, the trust's structure suggests they identify their own grant recipients

For organizations working in the trust's specific priority areas: rather than applying directly, focus on building sector reputation and visibility so you may come to the trustees' attention through professional networks.

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