The Joseph And Lilian Sully Foundation

Charity Number: 1014823

Annual Expenditure: £0.6M

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Quick Stats

  • Annual Giving: £634,000 (approx. charitable expenditure 2024)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly disclosed
  • Geographic Focus: England and Wales, with particular focus on Epping Forest area

Contact Details

Address: 92 Crabtree Lane, Harpenden, AL5 5RW

Phone: 01582 760752

Email: pjtimms45@gmail.com

Website: No public website identified

Note: This appears to be a private family foundation with limited public information available.

Overview

The Joseph and Lilian Sully Foundation was registered as a charity on 17 October 1992 (Charity Number 1014823). As of March 2024, the foundation held assets of approximately £501,417 and made charitable expenditures of £634,000. The foundation operates as a grant-making charity with three distinct charitable purposes: supporting children experiencing suffering, distress, disease or poverty and providing educational assistance; conserving and preserving Epping Forest as a public amenity; and supporting other general charitable purposes at the trustees' discretion. The foundation generates income primarily through investments (£501,417 in investment income for 2024) and is governed by five trustees. Recent financial years show the foundation has been drawing down assets to support increased charitable giving, with expenditure exceeding income.

Funding Priorities

Grant Programs

The foundation makes grants to charitable organizations but does not appear to operate formal grant programmes with published guidelines. Application methods and deadlines are not publicly available.

Priority Areas

Children's Welfare and Education:

  • Relief of suffering, distress, disease and poverty among children
  • Provision of education and assistance for children, their families and communities
  • Known grant recipients include Upwards with Downs (supporting children with Down Syndrome, funding Speech and Language therapy)

Environmental Conservation:

  • Conservation and preservation activities for Epping Forest as a public amenity

General Charitable Purposes:

  • The trustees have discretion to support other charitable institutions or objects

What They Don't Fund

Specific exclusions are not publicly documented. However, the charitable objects indicate focus on children's welfare, education, and Epping Forest conservation.

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Governance and Leadership

Trustees: The foundation is governed by five trustees (names not publicly available in search results)

Trustee Benefits: Charity Commission records indicate that one or more trustees receive payments or benefits from the charity, and one or more trustees are also directors of subsidiaries.

Staff: No employees earning over £60,000 reported

Application Process and Timeline

How to Apply

No public application process is documented. This appears to be a private foundation that may work through existing relationships or respond to direct approaches.

Contact: Prospective applicants should contact the foundation directly:

  • Email: pjtimms45@gmail.com
  • Phone: 01582 760752

Decision Timeline

Not publicly available

Success Rates

Not publicly available

Reapplication Policy

Not publicly available

Application Success Factors

Due to limited public information, specific application success factors cannot be determined. However, based on the foundation's charitable objects, the following may be relevant:

Alignment with Charitable Objects:

  • Projects supporting children experiencing poverty, distress, disease or suffering
  • Educational initiatives benefiting children, families and communities
  • Conservation or preservation activities related to Epping Forest
  • Organizations operating in England and Wales

Known Grant Recipients:

  • Upwards with Downs received funding for Speech and Language therapy, indicating support for specialist therapeutic services for children with disabilities

Foundation Characteristics:

  • Operates as a private family foundation with trustee discretion
  • May prioritize direct approaches or existing relationships
  • No evidence of open application rounds or published deadlines

Key Takeaways for Grant Writers

  • Limited Public Access: This is a private foundation with no public website or published application guidelines; direct contact is necessary
  • Focused Mission: Strong emphasis on children's welfare and education, plus specific interest in Epping Forest conservation
  • Investment Income Based: The foundation generates income through investments rather than fundraising, with approximately £500,000 annual investment income
  • Active Grant-Making: Despite limited public information, the foundation is actively making grants (£634,000 charitable expenditure in 2024)
  • Trustee-Driven: With five trustees and no formal application process, decisions likely made through trustee discretion
  • Local Connection: Based in Harpenden, Hertfordshire; may have geographic preferences though operates across England and Wales
  • Research Limitation: Without access to full annual reports or accounts, comprehensive information about grant sizes, typical recipients, or application processes cannot be provided

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References

Note: This overview is based on limited publicly available information. Full annual reports and accounts documents from the Charity Commission may contain additional details about grant-making activities, but were not accessible through web searches. Prospective applicants should contact the foundation directly for comprehensive information about their grant-making approach and application requirements.