40 INVEST

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Please note:
We are aware of issues around delivery failure of some system generated emails due to a Microsoft issue.
If you do not receive an expected email from our system, please contact 
The Foundation’s Administrator  on 028 9032 3000 or admin@halifaxfoundationni.org, so that we can support you further with this.
The Halifax Foundation for Northern Ireland will no longer be accepting applications completed by a professional fundraising consultant
 You will not be able to submit an application that has been completed by a professional fundraising consultant.
 You will not be able to submit an application if you do not have adequate insurance cover to run your charity and this project.
This application can be saved at any time by ticking the 'Save my progress and resume later' box above and providing your email address and a password.
Organisation Details
Please Include Area Code
Correspondence Details (If different from above)
Main Contact Information
Finance Contact Information (If different from above)

Registered Charity Details
Just the Registered Charity "Number" no pre-letters required.

Background To Charity and Present Activities

Please do not provide any personal details (e.g. name) of any individuals in this section.
Background to Charity
Please do not leave any of these fields blank. Enter 0 (zero) where applicable.




Target Area
The Foundation has two main target areas - Education/Training and Social/Community Welfare.

Target Community

Present Activities

Detail of Project

Please do not provide any personal details (e.g. name) of any individuals in this section.
Description (200 word limit)

Project Priority (400 word limit)

Objectives - Year 1
Outline briefly up to two objectives per year for your proposed project and how these will be achieved.




Objectives - Year 2
Outline briefly up to two objectives for your proposed project and how these will be achieved.




Objectives - Year 3
Outline briefly up to two objectives for your proposed project and how these will be achieved




How many people will benefit from your project each year?
For example, if the same people will benefit each year, only record them once.
(200 word limit)

Financial Information

In the form below give a detailed breakdown of the costs you require for each year for this project. Please note the amount sought from the Foundation must not exceed £20,000 in Year 1, £20,000 in Year 2 and £10,000 in Year 3.

Please enter amounts rounded up to the nearest pound.

Example;
Item or Activity : Tutor costs (10 weeks x 2 hours x £20 per hour)
Total Cost : £400
Amount being requested £400
Year One
For year one, total amount requested from the Foundation must not exceed £20,000.
Item or Activity
Year Two
For year two, total amount requested from the Foundation must not exceed £20,000.
Item or Activity
Year Three
For year three, total amount requested from the Foundation must not exceed £10,000.
Item or Activity
Grand Total

Living Wage Friendly Funder


The Halifax Foundation for Northern Ireland is a Living Wage Friendly Funder. 

To find out more click here

 

Digital Support
We may be in a position to support your charity with a PC, laptop or tablet for administration purposes. This is offered through a partnership with Computer Recyclers UK.
Tick below you wish to be considered for this support. Your Grants Officer will then discuss this with you as part of the assessment process.
Note:  By ticking this box, you allow the Foundation to share your details with Computer Recyclers UK for delivery/warranty purposes.

Funds From Other Sources

If you are seeking funds from other sources please provide details below.

Please enter amounts rounded up to the nearest pound.
Funding Body/Source

Sustainability and Financial History

Details of how the work will continue beyond the grant.

100 word limit

Please provide Financial History for the last three years.
Please start with the most recent year.
Please only type numbers into money boxes marked with a £.
Do not use decimals or commas, round up to the nearest pound.
For example, £5,000.00 should be entered as 5000, £50.00 should be entered as 50
Negative values should be proceeded by a minus sign, e.g. -2500
Financial History (First Year - Most Recent)
Financial History (Second Year)
Financial History (Third Year)

Max 100 words

Committee Member/Trustee List

Please provide the names and positions of all current Committee Members/Trustees. Please also provide contact details for at least 2 committee members at minimum, to include a telephone number and email address. 
Contact Information

Documents

Please upload and attach an electronic copy of the following documents. 
Click 'Choose file' then attach.

Adopted constitution/memorandum/articles/Trust deed which have been signed by an office bearer

Most recent accounts which have been signed by an independent examiner/auditor and an office bearer

Minutes of most recent AGM, or most recent Board Meeting

Attach your safeguarding/child protection and/or vulnerable adults policy. Please attach as one document only.

Job Description and Person Specification

Declarations

Declaration of Chairperson
Please provide contact details for the current Chairperson of your charity. Note: If the Chairperson is listed as the main contact on Page 1, please provide details of another Committee Member/Trustee.
Chairperson/Committee Member Contact Information
Include area code
Submission
PLEASE NOTE:  This form must be completed in full and submitted with all the supporting documentation before your application can be considered by the Foundation. 

Upon clicking PROCEED TO SIGNATURE you will be taken to a page where you can review the information you are submitting to us, you will also be asked to electronically sign your name either by using your mouse to 'sign' on the line, or by selecting the 'type your name to sign' option box. You must also provide a valid email address (this can be the same as you provided on Page 1 of the Application form). Once you are happy with the information provided and have filled out your ESignature for you can then click the Submit Signed Response button. 

Once this is done you will receive an email with a verification link to confirm your signature. Hence the need for a valid email address. This is very important, without confirming your signature we may be unable to progress your application.
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