How to apply to The Mount Fund

The Mount Fund

Who can apply?

Registered charities whose beneficiaries are in Norfolk, Suffolk, Cambridgeshire, Hertfordshire, Essex, Kent, Surrey and London.

Our priorities

As from 1st January 2020 the Fund has the following priority areas:

Mental Health

The Trustees support registered charities working with people with mental health problems.

Applications for funding for counselling services will only be supported where such services are either free or very low cost (details should be provided) and where counselling is provided specifically to address mental ill health as it results from social disadvantage or discrimination. Evidenced measures for improving mental health in the target group will be sought.

Charities applying under this category will have annual income of up to a maximum of £1M.  Smaller charities with incomes of up to £500,000, particularly those working in rural communities, could be considered for larger grants of up to £20,000 paid over 2 or more years under this category.

Homelessness

The Trustees are focusing their support under this category in the following areas:

1. Church and Community Shelters
The Trustees wish to encourage the establishment of Church and Community Shelters in areas where there is insufficient provision for rough sleepers. Applications are invited for a contribution of up to one half of the fee charged by Housing Justice for their “Shelter in a Pack” and/or a contribution to the cost of bedding and other equipment for the shelter, as well as for existing shelters seeking to attain the Housing Justice Quality Mark.

2. Advice and Support
The Trustees are also keen to assist charities working with people who are affected by or threatened with homelessness. The Trustees wish to encourage applications to fund caseworker/s providing direct support, for example, to help find suitable housing, navigate access to benefits or organising appropriate professional assistance.

3. Training and Employment
The Trustees also welcome applications from charities providing training or employment opportunities for people seeking to leave homelessness behind them and move into regular work.

Charities applying under this category will have annual income of up to a maximum of £1M.  PLEASE NOTE: If your charity also provides accommodation, annual income must be less than £1M after deduction of rental income/housing benefit.

Health in the Community

Under this category the Trustees are keen to support charities working to improve health in the community. This could include, but is not restricted to, groups working in areas such as

  • Young people leaving care;
  • people recovering from domestic violence;
  • people in food poverty;
  • people with specific health conditions and;
  • hospices.

This category is for smaller registered charities (with income of less than £500,000) for services provided primarily to rural communities. The Trustees wish to provide fewer, larger grants under this category towards core funding and are inviting applicants to provide details of their most pressing requirements for funding and, how this will ultimately benefit the health of people in their community.  Grants will be up to £20,000 to be paid in two annual instalments of up to £10,000 each.

What type of grants do we give?

  • Grants are given for projects; general running costs/core funding; salaries; advice services; furnishings/equipment; organisational development.
  • The Trustees do not normally consider building costs, only refurbishment or alterations necessary to bring a building up to standards to meet legislative requirements.


Exclusions

  • The Trustees will only consider appeals from national organisations at branch level where the branch is able to provide separate accounts and is responsible for its own finances.
  • The Trustees do not fund individuals.
  • The Trustees do not consider generally consider applications from charities with an income of over £1M (£500,000 for the Health in the Community category), except where the conditions stated under Homelessness above are met.


When to apply?

The Trustees meet three times per year in March, July and November and application forms and supporting documentation must be submitted at least six weeks in advance of a meeting or by the date specified.

The next meeting of the Trustees is due to take place on the 20th March 2020.

The Trustees will begin accepting applications for this meeting from the 2nd January 2020.  The closing date for submission of applications is anticipated to be Friday 14th February 2020, however, it may be necessary to close the meeting early if sufficient applications have been received before this date.  If this is the case every attempt will be made to give notice that the meeting will be closing early, although it is sometimes necessary to close meetings without notice.  Once the meeting has been closed no further applications will be accepted.

How to apply?

All applications must be submitted using the online application form.  This can only be accessed by successfully completing the eligibility quiz.

The eligibility quiz will be available from the 2nd January 2020

eligibility-button-mid

Once the Eligibility Quiz has been completed, if your organisation is eligible to apply, you will be emailed a link to the online application form. Completed application forms should be submitted by the 14th February 2020, however, it may be necessary to close the meeting early if sufficient applications have been received before this date. If this is the case every attempt will be made to give notice that the meeting will be closing early, although it is sometimes necessary to close meetings without notice. Once the meeting has been closed no further applications will be accepted.

If you have any problems please contact the Trust Administrator 

What to include with your application?

A copy of your most recent signed accounts, a budget for the project for the current financial year and, if you are applying for a salary a job description. All these documents can be uploaded at the end of the online application form.  We do not accept draft accounts.

In addition to this, please provide a completed and signed BANK DETAILS FORM and confirmation of your charity’s bank account (e.g. a voided paying-in slip, cheque, or bank statement).  These should be posted to 6 Trull Farm Buildings, Tetbury, GL8 8SQ.  Failure to provide this information could delay payment of your grant if your application is successful.

Please do not send any other information as it will be discarded.

How much do we give?

Grants are generally up to £5,000, unless applicants meet the specific criteria set out above for consideration for a larger grant, which the Trustees consider on a case by case basis.  Grants may be repeated for a second year if funding is available.

In the financial year ending 31 January 2019 the Trustees of the Mrs Smith & Mount Trust authorised grants of £381,158 for 61 organisations under their priority areas.  This included a number of multi year grants.  A list of the grants authorised can be viewed here - The Mount Fund grants list for 2018-19.

After the meeting

Successful organisations will be sent a letter by email confirming the grant offer and any conditions. The grant acceptance letter must be signed by a senior staff member within your organisation, preferably your Director / Chief Executive or Assistant Director and returned to the Trust along with bank details for payment if not already provided.

Unsuccessful applicants will be informed by email as soon as possible following the meeting.  Please note that it is the policy of the Trustees not to provide reasons for their decisions in this regard.

Re-applying to the Mrs Smith & Mount Trust

Unsuccessful applicants can re-apply after two years.
Repeat applications from successful applicants will not be considered for a period of two years following receipt of a grant (or final payment of repeat funding) unless invited to reapply.