The Carr-gregory Trust

Charity Number: 1085580

Annual Expenditure: £0.1M

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Quick Stats

Annual Giving: £134,635 (year ending December 2024)
Success Rate: Not publicly disclosed (note: makes many repeat awards)
Decision Time: Not publicly disclosed
Grant Range: Average £2,500 (small grants)
Geographic Focus: London and Bristol only

Contact Details

Registered Address:

56 Pembroke Road, Clifton, Bristol, BS8 3DT

Phone: 0117 973 7605

Email: Not publicly available

Note: The Trust does not maintain a website.

Overview

The Carr-Gregory Trust was established in 2001 through a Deed of Settlement and registered with the Charity Commission on 15 March 2001 (charity number 1085580). The trust operates as a private grant-making foundation supporting registered charities in the specific geographic areas of London and Bristol. With an annual income of £165,740 and charitable expenditure of £134,635 (year ending December 2024), the trust awards small grants averaging £2,500 to support organizations working in the arts, education, health, and social needs. The same three trustees have governed the trust since its inception in 2001, bringing continuity and consistency to their grant-making approach. The trust is known for making repeat awards to organizations, suggesting a preference for ongoing relationships with proven partners.

Funding Priorities

Grant Programs

Small Grants Programme: Average £2,500 per award
Application Method: Written applications on a rolling basis

Priority Areas

The trust gives priority to four key sectors:

Arts: Theatres and cultural organizations regularly supported; past recipients include the Royal West of England Academy (RWA) Bristol
Education: Charities working in educational advancement
Health: Air ambulances and hospices are regularly supported
Social Needs: Organizations addressing social welfare concerns

Geographic Restriction: Grants are mainly made to charities operating in either London or Bristol.

What They Don't Fund

The trust's governing document states that grants must go to registered charities operating within London or Bristol, which implicitly excludes:

Organizations outside these two geographic areas
Non-registered charities
Individuals

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Governance and Leadership

Trustees (all appointed 25 January 2001):

Russ Carr - Chair
Heather Jane Wheelhouse - Trustee
Linda Louise Holman Carr - Trustee

All three trustees have served since the trust's founding in 2001, providing over 23 years of continuous leadership. None of the trustees receive any remuneration, payments, or benefits from the charity. The trust has no employees.

Application Process and Timeline

How to Apply

Applications for financial support should be made in writing to the registered address.

Key Requirements:

Written application not exceeding four A4 pages
Must include an email address
Trustees may subsequently request further information

Note: A letter of introduction may be the best way to approach the trust in the first instance, according to guidance from Bath and North East Somerset Council.

Important Consideration: The trust makes a lot of repeat awards, which may prove challenging for new applicants to get onto its portfolio. This suggests that building a relationship with the trust over time may be beneficial.

Decision Timeline

Decision timelines are not publicly disclosed. The trust operates on a rolling basis rather than fixed deadlines.

Success Rates

Success rates are not publicly disclosed. However, prospective applicants should note that the trust has a pattern of making repeat awards to existing beneficiaries, which may impact acceptance rates for first-time applicants.

Reapplication Policy

No specific reapplication policy is publicly documented.

Application Success Factors

Based on research into the trust's documented practices and preferences:

Geographic Fit is Absolute:

The trust explicitly states grants are “mainly made to charities operating in either London or Bristol.” Applications from organizations outside these areas are unlikely to succeed.

Sector Alignment is Critical:

The trust gives priority to arts, education, health, and social needs. Within health, air ambulances and hospices are “regularly supported.” Within arts, theatres receive ongoing support.

Registered Charity Status Required:

The trust specifically supports “registered charities,” so organizations must have Charity Commission registration.

Repeat Funding Pattern:

Multiple sources note that “the Trust makes a lot of repeat awards.” This suggests that once an organization receives funding, there may be opportunities for ongoing support, but it also means that the portfolio may be relatively stable, potentially making it more challenging for new organizations to receive their first grant.

Keep Applications Concise:

With a strict four-page limit (and some sources suggesting even shorter introductory letters), the trust values concise, focused applications.

Examples of Funded Work:

The Royal West of England Academy (RWA) in Bristol received support for their "Light & Inspiration capital project," demonstrating the trust's willingness to support capital projects within their priority areas.

Key Takeaways for Grant Writers

Geographic eligibility is non-negotiable - only apply if your charity operates in London or Bristol
Small grants focus - expect approximately £2,500; this is not a major grant funder
Brevity matters - keep your application to four pages maximum; consider starting with a brief letter of introduction
Sector alignment is essential - ensure your work clearly fits arts, education, health, or social needs
Repeat funding culture - breaking into the portfolio as a new applicant may be challenging, but once funded, there may be opportunities for ongoing support
Specific sub-sectors favored - if you work with air ambulances, hospices, or theatres, you align with regularly supported causes
Include email address - trustees specifically request this for correspondence