The Annandale Charitable Trust

Charity Number: 1049193

Annual Expenditure: £0.6M
Throughout England And Wales

Contact Info

Phone:02380 722943

Email:Not

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Quick Stats

  • Annual Giving: £606,621 (2023/24)
  • Success Rate: Not publicly disclosed
  • Decision Time: Not specified - rolling basis
  • Grant Range: Up to £5,000 (typically £3,000-£4,500)
  • Geographic Focus: England and Wales (occasional international grants)

Contact Details

Trust Manager: J Wiles

Address: The Annandale Charitable Trust, Forum 1 2nd Floor, The Forum, Parkway, Whiteley, Fareham, Hampshire PO15 7PA

Phone: 02380 722943

Email: Not disclosed

Application Portal: https://funding.ludlowtrust.com

Note: The Trust does not have its own website. Applications must be submitted through the Ludlow Trust Company Funding Enquiry Gateway.

Overview

Established in 1995, The Annandale Charitable Trust is a discretionary grant-making trust administered by HSBC Trust Company (UK) Limited and managed through Ludlow Trust Company. With total income of £350,968 and annual expenditure of £606,621 in 2023/24, the Trust supports a diverse range of charitable causes primarily across England and Wales, with occasional grants to organizations working overseas. The Trust operates with general charitable purposes as its governing objective, awarding grants at the discretion of its single trustee. Grant-making is considered the most effective method of delivering the Trust's charitable objectives, with applications reviewed on a rolling basis as they are received.

Funding Priorities

Grant Programs

  • Small Grants Programme: Up to £5,000 (rolling basis)
  • Average grant in 2023/24: £3,525
  • Average grant in 2022/23: £4,567
  • Applications submitted online through Ludlow Trust Company Funding Enquiry Gateway
  • Available to registered charities only

Priority Areas

The Trust's grant-making history indicates regular support for charities working in:

  • Animal welfare
  • Cancer relief (including hospices)
  • Support for the elderly
  • Children and young people
  • Health and medical causes

What They Don't Fund

  • Specific exclusions not publicly documented
  • Only registered charities are eligible (no individuals or non-registered organizations)

Governance and Leadership

Trustee Structure: The Trust operates with 1 trustee who makes grant decisions at their discretion.

Trust Manager: J Wiles oversees the administration of the Trust.

Professional Administration: The Trust is administered by HSBC Trust Company (UK) Limited and managed through Ludlow Trust Company, which handles over 400+ charitable trusts through its Funding Enquiry Gateway platform.

Trustee Remuneration: No trustees receive any remuneration, payments or benefits from the charity.

Application Process & Timeline

How to Apply

Applications must be submitted through the Ludlow Trust Company Funding Enquiry Gateway at https://funding.ludlowtrust.com

The online portal allows charities to:

  • Submit an application specifically to The Annandale Charitable Trust
  • Submit a general application that can be matched to any of the 250+ charitable trusts managed by Ludlow Trust Company
  • Upload supporting documentation

Only registered charities are eligible to apply.

Decision Timeline

Applications are reviewed on a rolling basis as received by the trustee. Specific decision timeframes are not publicly disclosed.

Success Rates

Success rates are not publicly disclosed. The Trust reports that it is “open to applications” and grants are “awarded at the discretion of the trustees.”

Reapplication Policy

No specific reapplication policy or restrictions are publicly documented.

Application Success Factors

Based on the Trust's grant-making history and operational approach, successful applications are more likely to demonstrate:

  1. Alignment with Priority Areas: The Trust shows a clear pattern of supporting animal welfare, cancer relief, elderly support, children and young people, and health/medical causes. Applications in these areas appear to receive regular consideration.
  1. Modest Funding Requests: With grants typically ranging from £3,000-£4,500 and a maximum of £5,000, applications should request realistic amounts aligned with the Trust's giving pattern.
  1. Clear Charitable Purpose: As a trust with “general charitable purposes,” applications should clearly articulate the charitable impact and benefit to beneficiaries.
  1. Registered Charity Status: Only registered charities are eligible - ensure your organization meets this fundamental requirement.
  1. England and Wales Focus: While occasional international grants are made, the Trust's primary geographic focus is England and Wales. Local or regional charities within this area may be prioritized.
  1. Discretionary Consideration: The Trust operates on a discretionary basis, meaning trustees have full authority to determine which applications align with their charitable objectives. Applications should be compelling and demonstrate clear need and impact.

Key Takeaways for Grant Writers

  • Apply through the correct portal: Use the Ludlow Trust Company Funding Enquiry Gateway - applications sent elsewhere may not be considered
  • Keep requests modest: With an average grant of £3,500-£4,500, don't request amounts significantly outside this range
  • Align with priority areas: Animal welfare, cancer relief, elderly support, and health causes receive regular support
  • Registered charity status is essential: Ensure your organization is registered with the Charity Commission before applying
  • Rolling applications: There are no fixed deadlines - apply when ready, but be prepared for an unspecified decision timeline
  • Discretionary process: Understand that grants are awarded at trustee discretion - tailor your application to demonstrate strong charitable impact and alignment with general charitable purposes
  • No website means limited information: With no organizational website, gather what information you can from the Ludlow portal and Charity Commission records before applying

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References