The Dalby Charitable Trust

Quick Stats

• Annual Giving: £71,000
• Success Rate: Not applicable (no public application process)
• Decision Time: Not publicly available
• Grant Range: Average £7,100 (discretionary amounts)
• Geographic Focus: United Kingdom

Contact Details

Phone: 07990553319

Email: pdalby@ukgo.com

Address: 20 Brompton Square, London SW3 2AD

Charity Commission: View full details

Overview

The Dalby Charitable Trust was established by Declaration of Trust on 28 April 2005. This private grant-making trust focuses on the relief of financial hardship for people living in the United Kingdom by making grants of money to provide or pay for items, services, or facilities. While the trust can operate anywhere in the world, its particular focus is on the UK. Recent financial data shows the trust made 10 donations totaling £71,000, distributed across children's welfare (3 grants), general welfare (5 grants), and the arts (2 grants). The trust is governed by 3 trustees who receive no remuneration for their service. The trust operates as a private discretionary grant-making organization, supporting charitable causes aligned with its mission to relieve financial hardship.

Funding Priorities

Grant Programs

The Dalby Charitable Trust operates a single discretionary grant program rather than structured grant streams. Based on recent grant-making activity, the trust awarded approximately £71,000 across 10 grants, with an average grant size of around £7,100, though individual grant amounts vary based on trustee discretion.

Priority Areas

The trust makes grants across three main areas:

• Children's Welfare: Supporting initiatives that benefit children and young people experiencing or at risk of financial hardship
• General Welfare: Providing support for individuals or organizations addressing general welfare needs, particularly those related to financial hardship
• The Arts: Funding arts-related projects or organizations

Specific Charitable Objects: The trust's governing document specifies relief of financial hardship either generally or individually of people living in the United Kingdom by making grants of money for providing or paying for items, services, or facilities.

Known Grant Recipients: The Dalby Charitable Trust has supported the Disabled Veterans' Scholarships Fund at the Open University, which provides free OU education and wraparound support services to disabled veterans transitioning to civilian life.

What They Don't Fund

While specific exclusions are not publicly documented, the trust's focus on relieving financial hardship in the UK suggests it would not fund:

• Organizations or projects outside the UK that do not have a UK benefit
• Purposes not aligned with charitable relief of financial hardship
• Individual applications for personal support (the trust appears to make grants to charitable organizations rather than individuals)

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Governance and Leadership

The Dalby Charitable Trust is governed by 3 trustees who manage the trust fund in accordance with the Declaration of Trust dated 28 April 2005. The trustees exercise discretionary powers to determine which charities or charitable objects receive grants.

Key Governance Principles:

• No trustees receive any remuneration, payments, or benefits from the charity
• The trust operates with no trading subsidiaries
• The trust maintains up-to-date reporting with the Charity Commission
• The trust has no employees with benefits over £60,000

While specific trustee names are not publicly available in standard Charity Commission search results, the trust's registered contact email (pdalby@ukgo.com) suggests involvement of individuals with the Dalby surname.

Application Process and Timeline

How to Apply

This funder does not have a public application process. The Dalby Charitable Trust operates as a private discretionary trust where trustees proactively identify and select charitable causes to support. There are no published application guidelines, deadlines, or online portals for unsolicited applications.

The trust follows a model common among smaller private charitable trusts in the UK, where trustees exercise their discretion to make grants to charities that align with the trust's charitable objects, typically through trustee connections, awareness of charitable needs, or invitation.

Decision Timeline

Decision timelines are not publicly available as the trust does not operate a formal application cycle.

Success Rates

Success rates for unsolicited applications are not applicable, as the trust does not accept open applications.

Reapplication Policy

Not applicable due to the absence of a public application process.

Application Success Factors

While the Dalby Charitable Trust does not accept public applications, understanding what the trust supports can help organizations determine if building awareness with the trustees might be worthwhile:

Alignment with Charitable Objects: The trust's focus is specifically on “relief of financial hardship” - organizations must demonstrate how their work addresses financial hardship for people in the UK.

Track Record in Priority Areas: The trust has demonstrated interest in three specific areas: children's welfare, general welfare, and the arts. Organizations working in these areas with a financial hardship relief component appear most aligned.

Veterans' Support: The trust's support for the Disabled Veterans' Scholarships Fund at the Open University indicates interest in supporting disabled veterans and their transition to civilian life.

UK Focus: While the trust can operate worldwide, its particular focus is on the United Kingdom. UK-based charities or those with clear UK benefits are most aligned.

Financial Hardship Relief: The common thread across all grants must be addressing financial hardship - either through direct support, education and skills development that leads to financial stability, or access to services that alleviate financial stress.

Key Takeaways for Grant Writers

• No Public Application Process: This trust operates by trustee discretion without accepting unsolicited applications. Traditional grant writing approaches will not be effective.

• Private Discretionary Model: The trustees proactively identify charities to support based on their knowledge, connections, and awareness of charitable needs in their focus areas.

• Focus on Financial Hardship Relief: All supported causes must clearly connect to relieving financial hardship for people in the UK - this is the trust's core purpose.

• Three Grant Categories: Recent giving shows concentration in children's welfare, general welfare, and the arts, each with a financial hardship element.

• Modest Grant Size: With 10 grants totaling £71,000, average grants are around £7,000, suggesting the trust supports multiple smaller organizations rather than making large single grants.

• Veterans Support: The trust's support for disabled veterans' education suggests openness to causes supporting service personnel and veterans facing financial challenges.

• Relationship-Based Funding: Without a public application process, grants likely flow from trustee awareness, sector connections, or demonstrated impact in areas of interest to the trustees.

Similar Funders

These funders have a similar focus and geographic reach:

• The Wyfold Charitable Trust
• THE PORTRACK CHARITABLE TRUST
• The Scotshill Trust
• A J BELL TRUST
• The Batchworth Trust
• Toby and Regina Wyles Charitable Trust
• CECIL AND HILDA LEWIS CHARITABLE TRUST
• The Rasche Family Charitable Trust
• J A Gillett Charitable Trust
• AN EXTRA MILE CHARITABLE TRUST

References

• The Charity Commission for England and Wales - The Dalby Charitable Trust overview and financial data (Charity Number 1110118): https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1110118&subid=0

• The Charity Commission - Full charity details and governing document information: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/4016017/full-print

• The Open University - Disabled Veterans' Scholarships Fund donor information: https://giving.open.ac.uk/DVSF

• Open University Alumni - Disabled Veterans' Scholarships Fund details: https://alumni.open.ac.uk/campaigns/veterans

All sources