The Anne And John Walters Charitable Trust

Quick Stats

• Annual Giving: £213,184 (year ended April 2023)
• Total Income: £243,127 (year ended April 2024)
• Geographic Focus: National and local (UK), with base in Birmingham
• Charity Number: 1040859
• Established: 1994

Contact Details

Address: 153a Metchley Lane, Birmingham B17 0JL

Email: admin@ajwtrust.co.uk

Phone: 07973228656

Overview

The Anne and John Walters Charitable Trust was established in 1994 under a Trust Deed dated 19 July 1994. The trust operates as a grant-making charitable trust focused specifically on epilepsy research, care, and support. The trustees generate income from a balanced property portfolio to make grants supporting national and local charities whose activities align with the trust's objectives. For the year ending April 2023, the trust distributed £213,184 in charitable expenditure. The trust is governed by three trustees who receive no remuneration, payments, or benefits from the charity.

Funding Priorities

Priority Areas

The trust has three core funding priorities:

1. Epilepsy Research: The promotion and encouragement of research into the causes, prevention, and treatment of epilepsy
2. Epilepsy Care and Support: The alleviation of suffering from epilepsy and the provision of care, treatment, and support for those suffering from epilepsy and their families
3. Local Charitable Purposes: Such other local charitable purposes as the trustees determine

What They Don't Fund

Specific exclusions are not publicly documented, though the trust's focus is clearly centered on epilepsy-related causes and local charitable purposes as determined by trustees.

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Governance and Leadership

The trust is governed by three trustees who serve without remuneration. Specific trustee names are not publicly available in the Charity Commission register's public-facing pages. The trust operates with minimal governance costs (£3,000 in 2023) and no employees receiving benefits exceeding £60,000, suggesting a lean operational structure focused on maximizing grant distribution.

Application Process and Timeline

How to Apply

This funder does not appear to have a public application process or published application guidelines. The trust operates through trustee discretion in identifying and supporting organizations that align with their epilepsy-focused mission and local charitable purposes.

Grants appear to be awarded through trustee identification and selection rather than through open application rounds. Organizations interested in support should note that the trust focuses on national and local charities working in epilepsy research, treatment, and care.

Contact for Enquiries

Organizations may contact the trust directly:

• Email: admin@ajwtrust.co.uk
• Phone: 07973228656

Application Success Factors

Given the limited public information about this trust's grant-making patterns, the following factors appear relevant based on their stated objectives:

• Alignment with epilepsy focus: Organizations working directly in epilepsy research, treatment, prevention, or patient/family support are the primary beneficiaries
• Research credentials: For research-focused applications, demonstrated capacity to conduct meaningful epilepsy research
• Direct impact on epilepsy community: Projects that directly alleviate suffering or provide care and support to those affected by epilepsy
• Local connections: The trust has a Birmingham base and includes “local charitable purposes” in its objectives, suggesting potential preference for local organizations
• Established charity status: The trust supports “national and local charities,” indicating beneficiaries should be registered charities

Key Takeaways for Grant Writers

• This is a specialist funder with a narrow focus on epilepsy-related work and local charitable purposes
• No public application process exists; the trust operates through trustee discretion
• Annual grant distribution is approximately £213,000, suggesting capacity for meaningful grants to selected organizations
• The trust has been operating since 1994, indicating stability and long-term commitment to the cause
• Contact should be made directly via email or phone to explore potential funding opportunities
• Organizations outside the epilepsy sector are unlikely to receive support unless they align with the “local charitable purposes” determined by trustees
• The trust maintains low overhead costs, with the majority of income directed to charitable activities

Similar Funders

These funders have a similar focus and geographic reach:

• Criffel Charitable Trust
• J A Gillett Charitable Trust
• THE LORD AUSTIN TRUST
• THE ALISON HILLMAN CHARITABLE TRUST
• THE MICHAEL MARSH CHARITABLE TRUST
• THE EVESON TRUST
• The Troutsdale Charitable Trust
• C B and H H Taylor 1984 Trust
• The Rowlands Trust
• The Grimmitt Trust

References

• The Anne and John Walters Charitable Trust - Charity Commission Register
• The Anne and John Walters Charitable Trust - Contact Information
• The Anne and John Walters Charitable Trust - Accounts and Financial Information