Guidelines for Applicants 2010

Terms & Conditions

1. The Trustees of the Wates Foundation make their grants for the charitable purposes set out in the letter of application, or as agreed and sometimes modified by the Foundation.
2. Organisations are required to acknowledge in writing receipt of payments and their agreement to the Terms & Conditions of the grant.
3. The Foundation’s grants are either one-off awards or an award spread over a period of time. Both types of grant are often paid in instalments at set intervals. Where the grant is a contribution towards part or all of the cost of new staff, the Foundation requires: a job description; the name of the employee; and the starting date of employment before payment begins.
4. After the initial payment of a periodic award, or where a one-off award is made in more than one payment, further instalments are subject to review in the form of a progress report from the beneficiary organisation to trigger a subsequent instalment. Where reports are overdue by two months or more without agreement, the Foundation reserves the right to cancel or reclaim the grant on review.
5. A progress report must be accompanied at least once a year by up-to-date signed, audited or independently examined accounts or such accounts as are required by the Charities Act or Charities (Accounts and Reports) Regulations. Beneficiary organisations should acknowledge the support of The Wates Foundation in their Accounts and Annual Report. It is expected that a Foundation grant will be listed in Accounts under the heading Unrestricted or Restricted as appropriate.
6. The Foundation expects that beneficiary organisations will keep proper and up-to-date records showing how the grant is being used. The Foundation may request relevant financial records and progress reports for inspection at short notice.
7. Grants not taken up within two years of the date on which they are offered will normally be cancelled after review. The Foundation reserves the right to reclaim any grants or parts of a grant that have not been used for the purposes for which given. Organisations will be expected to repay grants if it is believed that they have acted fraudulently or negligently or are dissolved, wound up, disbanded, go into insolvent liquidation or otherwise cease to operate.
8. The information that the applicant organisation provides in relation to the application and in supporting documents and for the life of any grant awarded will be used to administer the award and for the Foundation’s own research and learning purposes. We may give copies of this information to other organisations and agencies when assessing the application and monitoring the progress of work covered by an award and evaluating the work as part of our funding programmes. These organisations may include accountants, external evaluators and statutory agencies such as the Charity Commission. We may also share information with other public, corporate or independent funders providing funding towards the work or who have a legitimate interest in applications and grants, and for the prevention or detection of fraud. We might use the information provided for our own research, but recognise the need to maintain confidentiality of vulnerable groups whose details will not be made public in any way, except as required by law.

(The support of the Association of Charitable Foundations is acknowledged in the formulation of this guidance).

The Wates Foundation Logo

The Trustees do not pro-actively promote the work and achievements of the Foundation through the literature, works or events of other organisations.

The Trustees restrict acknowledgement of their awards to appropriate mentions in the Annual Report and Accounts of beneficiary organisations. Otherwise, the Trustees promote the Foundation by making its grant making programmes accessible and available through the Foundation’s web site and by participation in Funder events run by accredited umbrella organisations.

Applications for use of the Foundation’s logo by beneficiaries of Foundation awards are considered on a case by case basis. Requests are to be made in writing to the Director.

Contacting us

The Wates Foundation
Wates House
Station Approach
LEATHERHEAD
Surrey
KT22 7SW

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