Miss Barbara Mary Wilmot Discretionary Trust

Charity Number: 1022713

Annual Expenditure: £0.1M

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Quick Stats

  • Annual Giving: £134,899 (2024 expenditure)
  • Success Rate: N/A (invitation-only)
  • Decision Time: At trustee discretion
  • Grant Range: Not publicly disclosed
  • Geographic Focus: England and Wales

Contact Details

  • Email: privateclients@Apexgroup.com
  • Phone: 020 3994 7200
  • Website: None
  • Registered Charity Number: 1022713

Overview

The Miss Barbara Mary Wilmot Discretionary Trust is a specialized grant-making charity established in 1993 with the sole purpose of funding research into diseases of the human eye. Operating throughout England and Wales, the trust manages assets that generated £105,026 in income for the year ending 25 May 2024, while expending £134,899 on charitable activities, suggesting strategic deployment of assets to maximize research impact. The trust operates through a professional corporate trustee, Apex Corporate Trustees (UK) Limited, which has managed the trust since 2013. As a discretionary trust, it proactively identifies and funds high-quality eye research projects without maintaining a public application process.

Funding Priorities

Grant Programs

The trust operates a single discretionary grant program focused exclusively on eye disease research. While specific grant amounts are not publicly disclosed, the trust has demonstrated capacity to provide substantial support, as evidenced by its contribution to Moorfields Eye Charity's £155,020 Springboard award for Project HERCULES.

Priority Areas

  • Research into diseases of the human eye
  • Innovative diagnostic approaches in ophthalmology
  • Multi-disciplinary research projects with practical applications
  • Projects that can leverage initial funding for larger grants

What They Don't Fund

  • General medical research outside ophthalmology
  • Capital projects or equipment purchases unrelated to research
  • Operating costs for healthcare services
  • Research outside England and Wales
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Governance and Leadership

The trust is managed by a sole corporate trustee:

  • Trustee: Apex Corporate Trustees (UK) Limited (appointed 25 March 2013)
  • Trustee Type: Professional corporate trustee managing multiple charitable trusts
  • Contact: Via Apex Group private clients team

The trust operates with no direct employees, maintaining lean operations to maximize funds available for research grants.

Application Process and Timeline

How to Apply

This funder does not have a public application process. Grants are awarded at the complete discretion of the trustees, who proactively identify research projects aligned with the trust's objectives.

Getting on Their Radar

Based on known grant recipients like Moorfields Eye Charity, researchers may come to the trust's attention through:

  • Established reputation in ophthalmology research
  • Connections with major eye research institutions
  • Innovative research proposals that could leverage seed funding for larger grants
  • Recommendations from trusted contacts in the eye research community

Decision Timeline

Decisions are made at trustee discretion with no fixed timeline or meeting schedule publicly disclosed.

Success Rates

Not applicable due to the invitation-only nature of grant-making.

Reapplication Policy

Not applicable as there is no public application process.

Application Success Factors

Based on the trust's known funding patterns:

  • Research Excellence: The trust supports high-quality research at leading institutions like Moorfields Eye Hospital
  • Leverage Potential: Projects that can use initial funding to “underpin and strengthen applications for larger grant funding”
  • Multi-disciplinary Approach: Support for collaborative research bringing together different expertise areas
  • Practical Impact: Research with potential to transform clinical care delivery and patient outcomes
  • Data-Driven: Projects gathering high-quality data to inform future research and practice

Key Takeaways for Grant Writers

  • This is a discretionary trust with no public application process - relationships and reputation are key
  • Focus exclusively on eye disease research with practical applications
  • The trust values research that can leverage initial funding for larger grants
  • Partnership with established eye research institutions appears important
  • The trust is actively spending down assets, suggesting strong commitment to current research impact
  • Professional trustee management means decisions follow formal governance processes
  • Consider building visibility through conferences, publications, and connections with known recipients like Moorfields

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References