The Charlotte Heber-percy Charitable Trust

Charity Number: 284387

Annual Expenditure: £0.4M

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Quick Stats

  • Annual Giving: £360,000 (approximate based on recent expenditure)
  • Success Rate: Not publicly disclosed
  • Decision Time: Quarterly review cycle (3 months)
  • Grant Range: £200 - £50,000
  • Geographic Focus: UK-wide with strong preference for Gloucestershire

Contact Details

  • Email: rtccharities@rathbones.com
  • Phone: 0207 399 0444
  • Address: Rathbones Trust Company Limited, 30 Gresham Street, London EC2V 7QN
  • Charity Number: 284387

Overview

The Charlotte Heber-Percy Charitable Trust was established in 1982 and is administered by Rathbones Trust Company Limited. The trust operates with general charitable purposes, giving trustees broad discretion to support charitable bodies throughout England and Wales. With an annual income of approximately £293,000 and expenditure of around £360,000, the trust demonstrates active grant-making with a particular historical preference for charities serving Gloucestershire. The trustees maintain a flexible approach, reviewing applications on their individual merits rather than adhering to narrow funding criteria. This discretionary model allows the trust to respond to a diverse range of charitable needs, though its demonstrated geographic preference suggests applicants with connections to Gloucestershire may have a strategic advantage.

Funding Priorities

Grant Programs

  • General Grants: £200 - £50,000 (applications accepted on a rolling basis, reviewed quarterly)

The trust operates a single, flexible grant program without specific streams or themed funding rounds. Applications are reviewed quarterly on an ad hoc basis.

Priority Areas

The trust maintains general charitable purposes with trustees having full discretion. However, historical funding patterns indicate:

  • Geographic preference: Strong preference for charities whose services include Gloucestershire
  • Animal welfare: The trust has shown interest in supporting animal-related causes
  • Community projects: Support for community infrastructure, including community shops and facilities

What They Don't Fund

Specific exclusions are not publicly stated, as the trust operates with broad discretionary powers. However:

  • Donations are made without any commitment to future funding
  • Each appeal is considered on its individual merits
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Governance and Leadership

The trust is administered by Rathbones Trust Company Limited, which serves as the corporate trustee. No trustees receive any remuneration, payments or benefits from the charity.

The trust operates with professional management through Rathbones Trust Company, ensuring robust governance and oversight of grant-making activities.

Application Process and Timeline

How to Apply

  • Method: Written applications only
  • Deadline: None - applications accepted on a rolling basis
  • Review frequency: Quarterly (ad hoc trustee meetings)

Applications should be submitted in writing to the trust's address via Rathbones Trust Company Limited.

Decision Timeline

  • Review cycle: Applications are reviewed quarterly
  • Notification: Only successful applicants are notified of the trustees' decision
  • No response policy: Unsuccessful applicants will not receive notification

Success Rates

Success rates are not publicly disclosed. The trust does not publish information about the number of applications received versus grants awarded.

Reapplication Policy

Information about reapplication policies is not publicly available. However, the trust states that “donations are made without any commitment to future funding,” suggesting that repeat funding is not guaranteed and each application is considered afresh.

Application Success Factors

Given the limited public information about specific application requirements, the following factors appear important:

  • Geographic connection: Applications from charities serving Gloucestershire appear to have a strategic advantage based on the trust's stated historical preference
  • Written clarity: Since applications are in written format only, clear and compelling written communication is essential
  • Individual merit: The trust emphasizes that each appeal is “considered on its individual merits,” suggesting that demonstrating unique impact and need is important
  • UK registered charities: Only applications from UK registered charities are considered
  • Project examples: The trust has supported community infrastructure projects, such as the Bledington Community Shop and Café in Gloucestershire

Key considerations:

  • No feedback is provided to unsuccessful applicants, making it difficult to refine applications
  • The quarterly review cycle means patience is required
  • The trust operates with full discretion, meaning alignment with trustee interests may be difficult to predict

Key Takeaways for Grant Writers

  • Gloucestershire connection is key: While the trust operates UK-wide, demonstrating a connection to Gloucestershire significantly strengthens applications
  • Be patient with the process: Quarterly reviews mean decisions can take up to 3 months, and only successful applicants are notified
  • Write compelling applications: With no interview or presentation stage, your written application must stand alone
  • Don't expect repeat funding: The trust explicitly states donations come without commitment to future funding
  • Broad grant range offers flexibility: The £200-£50,000 range means both small and larger projects can be considered
  • Limited information means strategic targeting: With minimal public guidance, carefully consider whether your charity's profile matches the trust's demonstrated interests
  • Professional administration: Applications are managed by Rathbones Trust Company, suggesting professional standards are expected

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