The Hasluck Charitable Trust

Charity Number: 1115323

Annual Expenditure: £0.2M

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Quick Stats

  • Annual Giving: £167,272 (2024)
  • Success Rate: Not publicly disclosed
  • Decision Time: Applications reviewed in January and July
  • Grant Range: £1,000 - £3,000 (typically £1,000 or £2,000)
  • Geographic Focus: National (UK registered charities, UK and overseas work)

Contact Details

Email: Misha.Lalji@rathbones.com

Phone: 020 7319 5609

Website: None

Charity Number: 1115323

The Trust is administered by Rathbones Trust Services.

Overview

The Hasluck Charitable Trust was registered with the Charity Commission on 14 July 2006. With total income of £187,763 and expenditure of £167,272 in the year ending April 2024, this is a modest grant-making trust with a distinctive dual approach to funding. Half of the Trust's available funds are allocated annually to eight favourite charities chosen by the settlor, while the remaining half is distributed at the trustees' discretion to UK registered charities working across a wide range of causes. The Trust operates with minimal administrative overhead—all three trustees serve without remuneration—allowing maximum funds to reach beneficiaries. Despite having no website or public presence, the Trust maintains a consistent commitment to supporting charities, particularly those working in children and young people, health, and disability sectors.

Funding Priorities

Grant Programs

The Trust operates a single grant stream with a distinctive allocation structure:

  • Core Beneficiaries: 50% of annual funds distributed to eight charities selected by the settlor, including Macmillan Cancer Support, The Royal National Lifeboat Institution, and Mrs RH Hotblack's Michelham Priory Endowment Fund
  • Discretionary Grants: Remaining 50% distributed by trustees to other UK registered charities, typically in grants of £1,000 or £2,000, with a maximum of £3,000
  • Application Method: Written applications on a rolling basis, with primary decision rounds in January and July

Priority Areas

Charities working in the following areas are regularly supported through the discretionary grant fund:

  • Children and young people
  • Health
  • Disability

The Trust supports charities working both in the UK and overseas, provided they are registered with the Charity Commission for England and Wales.

What They Don't Fund

While not explicitly stated, the Trust's funding structure means that half of available funds are pre-committed to the settlor's eight chosen charities, leaving limited resources for discretionary applications.

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Governance and Leadership

Trustees

The Trust is governed by three trustees who serve without remuneration:

  • Mark Kennedy Wheeler (appointed 09 June 2015)
  • John Philip Billing (appointed 13 May 2011)
  • Matthew James Wakefield

Administration

The Trust is administered by Rathbones Trust Services, with Misha Lalji serving as the primary contact. Ms. Lalji is a qualified solicitor (2010) and STEP member with expertise in trust taxation and administration. Rathbones acts as corporate trustees to many family trusts and charities, providing professional trust management services.

Application Process and Timeline

How to Apply

Applications must be made in writing to:

Misha Lalji

Rathbones Trust Services

Email: Misha.Lalji@rathbones.com

Phone: 020 7319 5609

There is no online application portal or standardized application form. Charities should submit written appeals outlining their work and funding needs.

Important: There is no specific closing date—applications are accepted on a rolling basis throughout the year.

Decision Timeline

The trustees make their primary distributions in January and July, though they do consider and respond to particular appeals received at other times of the year.

Notification: Only successful applicants are notified of the trustees' decision. Unsuccessful applicants do not receive feedback or notification.

Success Rates

Success rate statistics are not publicly available. However, applicants should be aware that:

  • 50% of the Trust's annual funds are pre-committed to the settlor's eight favourite charities
  • Only the remaining 50% (approximately £80,000-£85,000 annually) is available for discretionary grants
  • With typical grants of £1,000-£2,000, the Trust likely makes 40-80 discretionary grants per year from available funds

Reapplication Policy

The Trust does not publish a formal reapplication policy. Given that unsuccessful applicants are not notified, organizations may not know whether their application was considered or declined.

Application Success Factors

Given the Trust's modest size and limited public information, the following factors appear most relevant:

Focus Area Alignment: While the Trust can support “a wide range of charitable causes,” charities working in children and young people, health, and disability sectors are noted as being “regularly supported” through the discretionary fund.

Appropriate Funding Request: Requests should align with the Trust's typical grant range of £1,000-£2,000. Applications for amounts significantly outside this range may be less competitive.

UK Registered Status: Only UK registered charities are eligible, though work can take place in the UK or overseas.

Clear Written Communication: With no application form or detailed guidelines, the ability to present a concise, compelling case in a written letter is essential.

Realistic Expectations: Understanding that only half of the Trust's funds are available for discretionary distribution helps set appropriate expectations about competition for grants.

Timing Considerations: While appeals are considered throughout the year, submitting ahead of the January or July distribution cycles may increase the likelihood of timely consideration.

Key Takeaways for Grant Writers

  • Limited availability: Only 50% of the Trust's funds (approximately £80,000-£85,000 annually) are available for discretionary grants, making this a competitive funding source relative to its size
  • Sector preference: Charities working with children and young people, health, or disability have demonstrated track record of success with this funder
  • Modest grants: Plan for grants of £1,000-£2,000; this is not a major funding source but can provide valuable small-scale support
  • Professional administration: Contact is through Rathbones Trust Services, suggesting a professional approach to applications is appropriate despite the informal process
  • No feedback loop: Unsuccessful applicants receive no notification, making it impossible to learn from declined applications
  • Rolling process: No deadline pressure, but timing submissions ahead of January or July distribution cycles may be strategic
  • Minimal bureaucracy: The absence of complex application forms or detailed guidelines suggests the Trust values straightforward, clear written appeals over elaborate submissions

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