Merchant Taylors' Charity Management Application Form

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We recommend  that a single person  at your organisation completes all of this application, and saves their progress regularly. This is because the first time the form is saved, it requires you to enter your email address and make up a password which you will need again every other time you save and resume the form. In our experience, it is easier for one person to manage this than for several different people to work on the form.  
Charity or Organisation Details


If you do not have a Registered Charity Number, please email charities@merchant-taylors.co.uk and ask for a Unique Reference Number (URN) for your organisation, BEFORE  completing this application form. Once you have received your organisation's URN, please enter it in this field. 








Contact Details of the person completing this application form








About your Charity or Organisation

If your organisation is a registered charity, please type your charitable purpose exactly as it appears in your governing document. If it is not a registered charity, please type the purpose of your organisation exactly as it is worded in your organisation's constitution.

Under The Merchant Taylors' Foundation's Small Grants Scheme, the people your organisation works with must live in the London Boroughs of Hackney, Lewisham, Southwark or Tower Hamlets. If that is the case, please select 'UK only' in this field. If that is not where they live, please do not proceed with an application to The Merchant Taylors' Foundation Small Grants Scheme as unfortunately you will not be eligible.

Under The Merchant Taylors' Foundation's Small Grants Scheme, the people your organisation works with must live in the London Boroughs of Hackney, Lewisham, Southwark or Tower Hamlets. If that is the case, please select 'London' in this field. If that is not where they live, please do not proceed with an application to The Merchant Taylors' Foundation Small Grants Scheme as unfortunately you will not be eligible.

To select more than one borough, hold down CTRL as you select the relevant names.

The trustees is the term we use for the board of volunteers who are ultimately in charge of your organisation. In a registered charity they would usually be known as 'the trustees', but in some organisations they might be known by another name, for example 'the board of management', 'the management committee' or just 'the board'. A skills audit of the board means formally checking what skills the trustees have from work or life experience, to identify whether there are key skills which no one has but which would be helpful for governance of your charity. For example, this could be things like fundraising experience, accounts experience, etc. This can help the board identify whether it would be a good idea to recruit new trustees.
Charity or Organisation Bank Details






For example, this could be a paying-in slip, letter from your bank, or bank statement.
Project Details

The Merchant Taylors' Company provides the trustees for more than one grant-making charity. Information about all of these charities can be found on the Company's website.

If funding is sought for your organisation's general running costs instead of a project as such, please put 'General Running Costs' in this box.
Some of the charities managed by Merchant Taylors’ Charity Management offer the possibility of ‘conditional track’ funding for more than one year. If you are unsure whether that is the case for the charity to which you are applying, please re-read the guidance notes about that charity on the Merchant Taylors' Company website.


If you are seeking funding in more than one year, please state the amount sought for Year 1 only. This form does not require £ sign or commas – please enter numbers only.

This form does not require £ sign or commas – please enter numbers only.

This form does not require £ sign or commas – please enter numbers only.

Later in the form you will have the opportunity to go into greater detail about the answer you give here. If your application is for general running costs instead of a project, please summarise here what your organisation does.

If your request is for general running costs, please explain what need your organisation meets if it is not obvious from what you have written in your previous answer.

If your request is for general running costs, please put the start date of your organisation's next financial year.

If your request is for general running costs, please put the end date of your organisation's next financial year.

Please make sure you explain all of the following: (1) Who will benefit from the work and how many people do you estimate this to be? (2) Who will be doing the work? (3) Do they have the right skills, experience and enthusiasm to do the work?




Project Budget


If the amount you are applying for is less than the cost of doing the work, please explain where your organisation will get the shortfall from?

If your organisation does not raise enough money to do the work, please explain what would happen. For example, would your organisation cancel the work completely? Or would it carry out the work, but helping fewer people than you had hoped? Etc


Financial Information


In the fields below, please state the following figures from your last annual accounts. This form does not require £ sign or commas – please enter numbers only.
If your organisation is a registered charity, you should be able to work out this information by looking at the Statement of Financial Activities and the Notes to the Accounts.
If your organisation is not a registered charity, you will probably not be familiar with the names of the fields in this section. However, please try to complete these fields as best you can, using the help text for each field to check what sort of things you will need to take into account.


This is the total cost of generating income for your organisation (for example, costs of fundraising or paying an investment manager to manage a portfolio of investments). If your organisation is a registered charity, it will probably be identified in the Statement of Financial Activities. It doesn't mean just the costs of paying a fundraiser or staging fundraising events.

This is the total of all other expenditure. If your organisation is a registered charity, it will be identified in the Statement of Financial Activity.

This is the total income which your organisation has received from the general public by whatever method (for example, proceeds of fundraising events, regular donors, gifts in the wills of people who have passed away, etc)

Many organisations don't have any of this. It means any income your organisation has received by charging for services. For example, if your organisation provides a service to the people it works with or tries to help, and charges them something for the service. For example, if your organisation runs a day centre for older people and they have to pay a charge for participating in some additional activities which you run there.

This is the total amount of income your organisation received in donations from grant-making trusts and foundations, or business donors. If your organisation is a registered charity, your Statement of Financial Activity will probably give you a figure for 'Grants' which also could include grants from sources like the Local Authority. You may need to consult the Notes to the Accounts to work out how much is purely from grant-making trusts and foundations and business donors.

Some charities are paid by the local authority or the national government to deliver a service. For example, a charity which is paid by the local authority to arrange accommodation for homeless young people. Please enter here any income your organisation received from this kind of arrangement. Many organisation don't have any income of this type.

Please enter here any income your organisation received from your local authority or national government, which was not as payment for a contract. For example, if the local authority gave a grant to your organisation.  Many organisations do not have any income of this type.

Please include here any income your organisation received from investments such as shares or from renting out premises to somebody else. Small organisations sometimes have no income of this type.

This is the cost of generating the income which came basically from the general public by whatever method (for example, donations, legacies, proceeds of fundraising events, etc). It does not include the cost of paying an investment manager to manage a portfolio of stocks and shares.

This is the total amount of everything your organisation owned at the end of the financial period, after deducting the total amount of its debts and other liabilities. If your accounts include a balance sheet, it will be identified as 'Total Funds' or 'Net Assets'.

This is the part of your Total Funds which your organisation is free to spend on whatever it chooses AND which is not tied up in physical objects like buildings or IT equipment. You can work this figure out by subtracting the following things from the Total Funds: (1) any money which a donor has given to your organisation to spend on a particular purpose ('Restricted Funds') (2) any money which your trustees have chosen to earmark for a particular purpose, eg replacing the radiators in your premises next year ('Designated Funds') (3) the value of any physical assets, eg buildings

This is your organisation's policy on how much the trustees want to have available at all times as unrestricted free reserves - or to put it another way, as money which your organisation could use to meet an emergency. For example, some organisations might have a policy that they would like to have available enough money to pay three months' running costs, so that they have room for manoeuvre if their fundraising income drops unexpectedly. However, it all depends on your organisation's unique circumstances so your organisation's policy may not be anything like that. The  policy is about how much your organisation would like to have, not how much your organisation actually has for this purpose. That's why you should also explain here how much your organisation actually has available for this purpose.
Enter the figures for Total Expenditure and Total Income in each of the most recent 5 years for which your charity has annual accounts, starting with the most recent of these years (‘Year 1’) and ending with the least recent (‘Year 5’). For any year when your organisation did not exist, please enter the number zero.










Other Information

Please select the appropriate statements about your charity from the drop-down lists below:



Please give details of any previous support you have received:-




When you click Submit, you will be prompted to confirm the details you have entered in this form. At the bottom of that page is an option to print your form. Please print a copy or save it electronically, and also save a copy of the documents you have submitted with this form.  This is because, if your application is successful, in the grant-funding report we would ask you to explain, with specific reference to what you wrote in this application form, whether you achieved what you said you would. So you will want to refer back to the exact wording of your application in future.