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THE CORNELIUS TRUST

GRANT GUIDELINES

www.thecorneliustrust.org

(Registered Charity No: 1002371)

 

SUPPORTING DOCUMENT TO 2009 CONSTITUTION

 

EFFECTIVE DATE: 16 October 2006.  Revised 8 June 2011.

1.         Aim.  The aim, objectives and activities of the Cornelius Trust are laid down in the Trust Deed and the Constitution.  The purpose of these guidelines is to clarify the process of the allocation of grants by the Trustees of The Cornelius Trust. 

2.         Document Review.  Whereas the Deed and Constitution remain extant in the long term, these guidelines will be reviewed annually by 1 May, reflecting the experience of the Trust.

3.         General Provisions

a.         Eligibility.  The Trust intends to provide its resources primarily through the Chaplaincy or through established Christian organisations serving the UK Military.  However, any individual seeking to serve the purpose of the Trust may apply for a grant at any time.  This includes dependants of regular serving members who may also apply to the Trust.  Additionally, grants up to 10% of the annual allocation will be given to the benefit of the military Christians of overseas countries.  Whenever possible this allocation will be administered through UK based charities. Grants will not be provided where public funds or routine non-public funds are more appropriate.

b.         Priorities.  The Trustees will weigh each application on its own merits and with due prayer and consideration and would not wish to discourage anyone from applying for financial support for a project or endeavour that meets the core purpose of the Trust.  However, they strongly favour projects that directly benefit serving members be it in their Christian education, their need for Rest and Recuperation (R&R) or in the support of their family.  The Trustees particularly welcome applications from or on behalf of those who may be struggling financially  or for activities that benefit large numbers of the military across all ranks.  When assessing applications, the Trustees will consider the ability of individuals to fund the activity themselves.  Applicants, or those acting for them, are, therefore, encouraged to provide a brief synopsis in their initial application of any pertinent financial circumstances that they wish the Trust to take into consideration.

c.         Communication.  The Trust seeks to do most of its business via the Internet at www.thecorneliustrust.org.  Applications can be submitted electronically and applicants will generally be verified through service channels.  While inquiries are welcomed, applicants should limit their questions to initial feasibility, application and confirmation of receipt of decision.  Communication outside of these 3 occasions is discouraged to keep the administration to a minimum.  The Trust will aim to acknowledge an application within 7 days.  The Trust has no paid employees.

d.         Personal/Organisation Contribution.  Applicants will normally be expected to contribute at least 25% of the cost. 

e.         Prior Approval.  Grants should normally be applied for before the commencement of a project.  Projects which cannot be completed without support from the Trust should not be started until a grant has been agreed.  Retrospective applications for grants will not normally be considered. 

f.          Financial Conditions.  Any grant awarded shall be treated as a ‘one-time donation’ that has been made solely for the purpose specified in the application.  If the project is abandoned the money must be refunded to the Trust and may not be expended on an alternative project without the explicit authority of the Trustees.  Once agreed, grants cannot be increased at a later date.

g.         Insurance, Maintenance and Repair.  Recipients of grants shall have full responsibility for the provision of insurance cover and all necessary maintenance or repair of items or facilities purchased with the help of a grant from The Cornelius Trust.

h.         Reports and Receipts.  The Trust may require a report and/or a receipt from the applicant, to confirm the use of the money.  This will be specified at the time of confirming the donation. 

4.         Categories of Grant

a.         Minor Grants (up to £1000).  Applications may be submitted at any time of year.  Detailed application procedures are available on www.thecorneliustrust.org.

b.         Major Grants (Between £1000 and £10,000).  Applications may only be made twice a year and have to reach the Trust by 1 Mar or 1 Sep respectively. 

c.         Annual Grants (submitted by UK Military Christian Organisations).  Applications for an annual grant towards a programme of events throughout the year are to be submitted by 1 Mar.  Expenditure reports for the previous year are to be received by 1 May each year.  Any monies not used must be returned to the Trust.

d.         Capital Projects (no limit).  The previous purchase of a single Christian Holiday and Conference Centre was not adequately used by servicemen and servicewomen.  Therefore the Trustees are resistant to investing in a large-scale capital expenditure that limits the Trust’s work to a single geographical area.  However, the Trustees remain open and willing to receive applications for any projects.  They will all be prayerfully considered.  Applications should be received by 1 Mar or 1 Sep each year.  Where an application can be funded from the Trust’s income and not from the main Capital investment of the Trust, the Trustees may choose to move that application to the Minor or Major Grant category as appropriate.  Capital Project Grants may include the following:

(1)        A grant with no long term limitations.

(2)        The Trust taking a share in a property as a monetary investment with the recipient paying interest on a fixed loan.

(3)        The Trust taking a share in a property as a capital investment by recovering the funds when the property is sold or its use changed.

(4)        A combination of (1), (2) and (3).

5.         Grant Process by Trustees.  The Board of Trustees meets twice a year to approve Major grants and Capital projects in May/June and October/November.  Capital projects over £10,000 require the consent of all Trustees minus one.  Minor Grants can be approved any time of year with the agreement of at least half of the trustees, one of which is to be either the Chairman or the Treasurer.  The Chairman has the casting vote if necessary.  Full expenditure reports are prepared by the Treasurer for the Charity Commissioners and will be made public at the AGM usually held in February of each year.

6.         Donations.  The Cornelius Trust actively encourages regular donations as well as prayer support and administration support.  As The Cornelius Trust is run entirely by volunteers the administration costs are kept to a bare minimum.  Thus all donations are directly passed on to recipients of the Trust’s Grants.  Donations are not added to the Capital of the Trust unless so directed.

7.         Shallowford House.  All military personnel are eligible for a 40% discount on standard fees at Shallowford House, the retreat and conference centre of the Diocese of Lichfield.  Claimants of this discount would not normally be considered for a further grant from the Trust for their stay at Shallowford.

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