Horlock Educational Trust

Quick Stats

• Annual Giving: £408,131 (expenditure for year ending 31 January 2025)
• Income: £280,975 (year ending 31 January 2025)
• Success Rate: Not publicly disclosed
• Decision Time: Not publicly disclosed
• Grant Range: Not publicly disclosed
• Geographic Focus: Gloucestershire and surrounding areas
• Charity Number: 1117166
• Registered: 7 December 2006

Contact Details

Administrative Contact:

Kendall & Davies Solicitors

Station Road

Bourton-on-the-Water

Cheltenham

Gloucestershire GL54 2AA

Phone: 01451 820277

Email: bourton@kendallanddavies.co.uk

Office Hours: 9:00 am to 5:00 pm Monday to Friday

Trust Specialist: Neil Hewitt (Probate and Trusts specialist at Kendall & Davies)

Overview

The Horlock Educational Trust, registered in 2006, is a Gloucestershire-based grant-making charity that provides financial assistance for educational purposes and to help individuals entering trades, professions, or services. The trust focuses on supporting young people under 25 years of age who are in need of financial assistance through scholarships, exhibitions, bursaries, or maintenance allowances. With significant annual expenditure of over £400,000, the trust represents a substantial source of educational funding in the region. The trust is administered by Kendall & Davies Solicitors in Bourton-on-the-Water and operates with six trustees who receive no remuneration. The trust has demonstrated commitment to supporting vocational training, including partnerships with institutions like Rycotewood Furniture Centre, where it has provided bursaries to students demonstrating excellent craft and communication skills.

Funding Priorities

Grant Programs

The trust provides:

• Scholarships and Exhibitions for individuals under 25 in financial need
• Bursaries for vocational and higher education students
• Maintenance Allowances to support living costs during education
• Support for Trade and Professional Training including apprenticeships and vocational courses

Priority Areas

• Educational advancement for young people (under 25)
• Vocational training and trades
• Professional qualification support
• Apprenticeships and craft training
• Higher education support (including foundation degrees and university courses)
• Students demonstrating both academic/craft excellence and community contribution (e.g., mentoring roles)

What They Don't Fund

Information about specific exclusions is not publicly available. As the trust focuses on individuals under 25 in need of financial assistance for educational purposes, it likely does not fund:

• Individuals over 25 years of age
• Non-educational purposes
• Retrospective funding for completed courses

Ready to write a winning application for Horlock Educational Trust?

Our AI helps you craft proposals that match their exact priorities. Save hours and increase your success rate.

Learn more >

Governance and Leadership

Trustees

The Horlock Educational Trust is governed by six trustees:

• Mr William Dyson-Laurie
• Mr William Barrie Fraser, OBE (also serves as trustee for 3 organizations)
• The Right Honourable Shane Hugh Maryon Gough, 5th Viscount Gough
• Mr Richard Lewis Davies
• Dr Owen Darbishire
• Mrs Robin Horlock
• Mr Clive Parsons

All trustees serve without remuneration or payments from the charity. The trust operates with no employees receiving benefits over £60,000 and has no trading subsidiaries.

How to Apply to Horlock Educational Trust

How to Apply

The Horlock Educational Trust does not appear to have a public application portal or widely advertised application process. The trust operates through the administration of Kendall & Davies Solicitors in Bourton-on-the-Water.

To inquire about funding opportunities:

Contact Kendall & Davies Solicitors at:

• Phone: 01451 820277
• Email: bourton@kendallanddavies.co.uk
• Address: Station Road, Bourton-on-the-Water, Cheltenham, Glos. GL54 2AA
• Contact: Neil Hewitt (Probate and Trusts specialist)

Given the substantial annual expenditure (£408,131), the trust is actively grant-making, but the application process appears to require direct contact with the administrators.

Decision Timeline

Decision timelines are not publicly disclosed. Prospective applicants should inquire directly with the trust administrators about review cycles and notification procedures.

Success Rates

Success rate information is not publicly available.

Reapplication Policy

Information about reapplication policies is not publicly available. Applicants should inquire with the trust administrators.

Application Success Factors

Based on the limited public information available, the following factors may strengthen applications:

• Age eligibility: Being under 25 years of age and demonstrating financial need
• Clear educational purpose: Articulating how the funding will support education, vocational training, or entry into a trade or profession
• Excellence and contribution: In the case of the Rycotewood bursaries (2015), recipients demonstrated “excellent craft and communication skills” and were serving as “craft mentors to the Furniture Apprentices,” suggesting the trust values both skill development and community contribution
• Geographic connection: While not explicitly stated, the trust is based in Gloucestershire and has supported students at local institutions
• Vocational focus: The trust's charitable purpose specifically mentions “assistance of individuals entering a trade, profession or service,” suggesting strong support for vocational and professional training alongside traditional academic routes

Key Takeaways for Grant Writers

• Direct contact required: This trust does not have a public application form or online portal; contact must be made through Kendall & Davies Solicitors in Bourton-on-the-Water
• Significant funding available: With annual expenditure exceeding £400,000, this is a substantial grant-making trust for the region
• Age restriction: Focus is on individuals under 25 years of age in need of financial assistance
• Vocational emphasis: The trust's purpose explicitly includes supporting individuals entering trades and professions, not just traditional academic routes
• Values contribution: Evidence from Rycotewood bursaries suggests the trust appreciates students who demonstrate excellence and contribute to their communities (e.g., through mentoring)
• Local administration: Being administered by a local solicitors' firm in Bourton-on-the-Water suggests potential focus on Gloucestershire and surrounding areas
• Relationship-based: The trust's statement about hoping for “a long lasting relationship” with Rycotewood suggests they value ongoing partnerships with educational institutions

Similar Funders

These funders have a similar focus and geographic reach:

• The Albert Dawson Educational Trust
• Peter Dixon Charitable Trust
• Thriplow Charitable Trust
• John Jacob Astor Charitable Trust
• The Anna Rosa Forster Charitable Trust
• The Hotspur Trust
• The Hamilton Wallace Trust
• Nineteen Eighty Nine Charitable Trust
• The Northwick Trust
• The Phillips And Rubens Charitable Trust

References

• Charity Commission for England and Wales. “Charity Overview: Horlock Educational Trust - 1117166.” Register of Charities. https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1117166&subid=0
• Kendall & Davies Solicitors. “Contact Us.” https://www.kendallanddavies.co.uk/contact-us/
• Kendall & Davies Solicitors. “Kendall and Davies Bourton on the Water.” https://www.kendallanddavies.co.uk/kendall-and-davies-bourton-on-the-water/
• Rycotewood Furniture Centre. “Horlock Educational Trust Bursary.” Tumblr, March 2015. http://rycotewood.tumblr.com/post/114763817105/horlock-educational-trust-bursary-we-are-delighted
• “Horlock Educational Trust.” OpenCharities. http://opencharities.org/charities/1117166