The Halbard Charitable Trust

Charity Number: 1185689

Annual Expenditure: £0.1M

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Quick Stats

  • Annual Giving: £90,401 (2024)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly specified
  • Geographic Focus: West Dorset and South West England (some national charities considered)

Contact Details

  • Email: shalbard@btinternet.com
  • Phone: 07710 326712
  • Address: Apt 79 New River Head, 173 Rosebery Avenue, London EC1R 4UP
  • Website: None

Overview

The Halbard Charitable Trust is a private grant-making trust established in 2019 (registered 8 October 2019) that provides grants to both individuals and organizations. The trust operates primarily in West Dorset and the South West of England, though some nationwide charities may also be considered for funding. With annual expenditure of £90,401 in 2024 and income of £115,934, this small family trust focuses on four key charitable areas: literacy, homelessness, disadvantaged young people, and arts and culture. The trust is governed by two trustees and operates without any paid staff or formal infrastructure.

Funding Priorities

Priority Areas

  • Literacy initiatives
  • Homelessness support services
  • Programs for disadvantaged young people
  • Arts and cultural projects

Geographic Focus

  • Primary: West Dorset
  • Secondary: South West England
  • Limited consideration for nationwide charities

Known Recipients

Past beneficiaries have included:

  • The Wavendon Foundation
  • The Sickle Foundation
  • The Ditch Foundation
  • Heroes Old English Sheepdog Rehoming
  • Watoto Child Care Ministries
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Governance and Leadership

Trustees

  • Sara Jane Halbard (President/Trustee)
  • Sarah Jayne Goodchild (Trustee)

No trustees receive remuneration or benefits from the trust. The trust operates with no employees and no trading subsidiaries.

Application Process and Timeline

How to Apply

This funder does not have a public application process. Grants appear to be made at the trustees' discretion. Organizations interested in seeking funding must make direct contact via:

  • Email: shalbard@btinternet.com
  • Phone: 07710 326712

There are no published application forms, guidelines, or deadlines available.

Decision Timeline

Not publicly available. As a small trust with trustee-discretion grants, decisions likely depend on trustee meeting schedules.

Success Rates

No information available on application numbers or success rates.

Reapplication Policy

No documented policy on reapplications.

Application Success Factors

Due to the private nature of this trust and lack of published guidelines, organizations should:

  • Focus on alignment with the four stated priority areas
  • Emphasize West Dorset or South West England connections
  • Make initial contact via email or phone to determine if the trust is accepting enquiries
  • Be prepared to build a relationship with trustees before any grant consideration

Key Takeaways for Grant Writers

  • This is a small, private family trust without a formal application process
  • Direct trustee contact is essential for any funding consideration
  • Focus on the four priority areas: literacy, homelessness, disadvantaged young people, and arts/culture
  • West Dorset organizations likely have the strongest chance of consideration
  • The trust's charitable objects allow for broad grant-making “as the trustees see fit”
  • With only two trustees and no staff, expect limited capacity for processing enquiries
  • Financial reporting to the Charity Commission has been delayed, suggesting limited administrative capacity

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References

  • Charity Commission Register of Charities - THE HALBARD CHARITABLE TRUST (1185689).
  • Fundraiso.com - THE HALBARD CHARITABLE TRUST organizational profile.
  • Trust Deed dated 20 October 2018 (as referenced in Charity Commission records)

Frequently Asked Questions

What does The Halbard Charitable Trust fund?

Priority Areas Literacy initiatives Homelessness support services Programs for disadvantaged young people Arts and cultural projects Geographic Focus Primary: West Dorset Secondary: South West England

How much funding does The Halbard Charitable Trust provide?

The Halbard Charitable Trust provides grants ranging from Not publicly specified, with total annual giving of approximately £90,401 (2024).

How do I contact The Halbard Charitable Trust?

Email: shalbard@btinternet.

Is The Halbard Charitable Trust a registered charity?

Yes, The Halbard Charitable Trust is a registered charity with the Charity Commission (charity number 1185689).

How do I apply to The Halbard Charitable Trust?

How to Apply This funder does not have a public application process. Grants appear to be made at the trustees' discretion. Organizations interested in seeking funding must make direct contact via: Email: shalbard@btinternet.

Where is The Halbard Charitable Trust based?

The Halbard Charitable Trust is based in London EC1R 4UP.