The Loppylugs And Barbara Morrison Charitable Trust

Charity Number: 1118962

Annual Expenditure: £0.3M

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Quick Stats

  • Annual Income: £301,512 (2024)
  • Annual Expenditure: £324,868 (2024)
  • Success Rate: Not applicable (no public application process)
  • Decision Time: Not applicable (invitation/discretion only)
  • Grant Range: Not publicly disclosed
  • Geographic Focus: England and Wales
  • Application Method: No public application process - trustee discretion only

Contact Details

Address: The Wilkes Partnership, 41 Church Street, Birmingham B3 2RT

Email: rchambers@wilkes.co.uk

Phone: 0121 233 4333

Website: None

Overview

The Loppylugs and Barbara Morrison Charitable Trust (Charity Number 1118962) is a Birmingham-based grant-making trust managed by The Wilkes Partnership, a leading Birmingham solicitors firm established in 1933. The trust operates with broad charitable objectives to support charitable objects, purposes, and institutions in such manner and proportions as the trustees determine at their discretion. With an annual income exceeding £300,000, the trust has established itself as a supporter of cultural, educational, and community organizations primarily in the Birmingham and West Midlands region, though it has powers to operate throughout England and Wales. The trust maintains a low public profile and operates through trustee-led grant decisions rather than open application processes.

Funding Priorities

Grant Programs

The trust does not operate formal grant programs with defined funding amounts. All grants are made at the trustees' discretion to organizations they have identified or have existing relationships with.

Important Note: The trustees have stated they are “not currently considering applications for grants from charities which have not previously been supported by the Trust.”

Priority Areas

Based on documented grant recipients, the trust supports:

  • Arts and culture: Music organizations, performing arts, cultural venues
  • Heritage conservation: Historic building restoration and preservation projects
  • Outdoor education: Adventure and environmental education charities
  • Community benefit: General charitable purposes supporting Birmingham and wider West Midlands communities

What They Don't Fund

The trust does not publicly specify exclusions, but their policy of only supporting previously funded organizations effectively excludes new applicants.

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Governance and Leadership

The trust is governed by three trustees who receive no remuneration, payments, or benefits from the charity. Trustee names are not publicly disclosed in readily available documents.

Administration: The trust is administered by The Wilkes Partnership LLP, a Birmingham solicitors firm with nearly 200 staff members across Birmingham and Solihull offices. The firm specializes in charity law, trust administration, and estate planning. Contact is through rchambers@wilkes.co.uk.

Application Process and Timeline

How to Apply

This funder does not have a public application process.

The trust operates on an invitation-only basis, with grants awarded at the trustees' discretion. The trustees have explicitly stated they are “not currently considering applications for grants from charities which have not previously been supported by the Trust.”

Grants are made to organizations that:

  • Have pre-existing relationships with the trustees
  • Are identified proactively by the trustees
  • Have been supported by the trust in the past

Unsolicited applications are not accepted.

Application Success Factors

As this trust does not accept unsolicited applications, traditional application success factors do not apply. However, organizations that have received funding from this trust share certain characteristics:

  • Established track record: Recipients are typically well-established organizations with proven impact
  • Birmingham/West Midlands connection: Strong preference for organizations operating in or benefiting the Birmingham region
  • Cultural and heritage focus: Demonstrated interest in arts, music, heritage conservation, and educational activities
  • Professional governance: Organizations with strong leadership and financial management
  • Capital and project funding: Evidence suggests support for specific projects (bandstand restoration, building improvements) rather than core costs

Key Takeaways for Grant Writers

  • No open applications: This trust does not accept unsolicited applications and only funds organizations with which trustees have pre-existing relationships
  • Relationship-based giving: All grants are made at trustee discretion based on existing connections and trust knowledge
  • Birmingham focus: Strong preference for Birmingham and West Midlands organizations in arts, culture, heritage, and education
  • Capital projects: Track record suggests interest in funding specific capital projects and building improvements
  • Professional administration: The involvement of Wilkes Partnership as administrators suggests trustees value professional management
  • Established organizations: Recipients tend to be well-known, established charities with strong governance
  • Not suitable for new applicants: Unless you have an existing relationship with the trustees or have previously received funding, this trust is not a viable prospect

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