The Richard Oatley Trust Number 2

Charity Number: 1198118

Annual Expenditure: £0.7M

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Quick Stats

  • Annual Giving: £722,588 (2023-24 expenditure)
  • Success Rate: N/A (no open applications)
  • Decision Time: N/A (invitation only)
  • Grant Range: Not publicly disclosed
  • Geographic Focus: Wiltshire and Somerset

Contact Details

Note: Contact details are limited as the foundation does not accept unsolicited applications.

Overview

The Richard Oatley Trust Number 2, operating as the Richard Oatley Foundation, is a grant-making charitable trust registered in 2021. With an annual expenditure of £722,588 (2023-24), the foundation provides funding to a small number of specific charities that have a direct impact on the lives of people living and working in Wiltshire and Somerset. The foundation was established by Richard Oatley, who was personally affected by cancer multiple times during his life and wanted to support charities addressing issues close to his heart. The trust operates under strict restrictions, only able to fund charities specifically named as beneficiaries in the original trust deed. The foundation has two trustees and maintains a focused approach to grant-making across key areas including farming and agriculture, cancer research and patient support, rural communities, mental wellbeing, and historic buildings and landscapes.

Funding Priorities

Grant Programs

The foundation operates a closed grant-making model with pre-designated beneficiary charities. Grant amounts and specific programs are not publicly disclosed.

Priority Areas

The foundation's partner charities operate across the following sectors:

  • Farming & Agriculture: Supporting rural agricultural communities and farming initiatives
  • Cancer Research & Patient Support: Reflecting the founder's personal connection to cancer care (confirmed beneficiary: Macmillan Cancer Support)
  • Rural Communities: Supporting community development and services in rural Wiltshire and Somerset
  • Mental Wellbeing: Funding mental health support and wellbeing services
  • Historic Buildings & Landscapes: Preserving heritage sites and landscapes in the region

Geographic Focus

All funding is restricted to charities that have a direct impact on the lives of people living and working in Wiltshire and Somerset.

What They Don't Fund

  • Organizations not named in the original trust deed as beneficiaries
  • Individual applications
  • Organizations outside Wiltshire and Somerset
  • General appeals from charities not on their pre-approved beneficiary list
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Governance and Leadership

The trust operates with two trustees who oversee the foundation's grant-making activities. One or more trustees receive payments or benefits for services to the charity. The foundation has no employees with total benefits over £60,000 and operates without trading subsidiaries.

Specific trustee names and detailed governance information are not publicly available beyond what is registered with the Charity Commission.

Application Process and Timeline

How to Apply

This funder does not have a public application process.

The Richard Oatley Foundation explicitly states on their Charity Commission record: “At present they are only able to fund charities specifically named as beneficiaries to the original Trust, and are currently unable to accept requests for funding from other organisations or individuals.”

Grants are awarded to a pre-determined list of beneficiary charities named in the original trust deed. Organizations cannot apply to become beneficiaries, and the foundation does not accept unsolicited funding requests.

Decision Timeline

Not applicable - grants are awarded to pre-designated beneficiaries at the trustees' discretion.

Success Rates

Not applicable - no open application process exists.

Reapplication Policy

Not applicable - only pre-designated beneficiaries receive funding.

Application Success Factors

This section is not applicable as the foundation does not accept applications from organizations not named in the original trust deed.

For organizations already named as beneficiaries: Maintain regular communication with the foundation and continue to demonstrate impact in the priority areas outlined above within Wiltshire and Somerset communities.

Key Takeaways for Grant Writers

  • Closed Trust Model: This foundation only funds charities specifically named in the original trust deed and cannot accept applications from other organizations
  • Geographic Restriction: All funding is limited to organizations impacting Wiltshire and Somerset residents
  • Focused Priorities: The foundation supports five key areas reflecting the founder's values: farming/agriculture, cancer support, rural communities, mental wellbeing, and historic preservation
  • Significant Resources: With annual expenditure exceeding £720,000, the foundation makes substantial grants to its small number of partner charities
  • No Public Process: Organizations cannot apply to join the beneficiary list - this is determined by the original trust deed
  • Known Beneficiary: Macmillan Cancer Support has been identified as one of the foundation's beneficiary organizations
  • Not Available for New Partnerships: Grant writers should not spend time attempting to apply to this funder unless their organization was specifically named in the original trust deed

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