Mr and Mrs J A Pye's Charitable Settlement

Overview

The overall policy of the Trustees is to support underfunded charities in their fields of interest in order to assist those charities toplay a fuller role in the community. The Trustees particularly recognise the difficulty many smaller charities experience in obtaining core funding in order to operate efficiently in today's demanding environment.

In making grants the Trustees seek to continue the Settlors' interests while expanding them to encompass other causes.

During the year 2010 they resolved to focus grant-making to Oxfordshire and its surrounds whilst continuing their support to charitable causes espoused by the Pye family.

The following list is by no means exhaustive and is given for guidance only:

• Environmental: This subject particularly deals with organic farming matters, conservation generally and health-related matters such as pollution research and some wildlife protection.
• Adult Health and Care: Especially causes supporting the following: post-natal depression, schizophrenia, mental health generally and research into the main causes of early death.
• Children’s Health and Care: For physical, mental and learning disabilities, respite breaks etc.
• Youth Organisations: Particularly projects encouraging self-reliance or dealing with social deprivation.
• Education: Nursery, Primary, Secondary or Higher/Institutions (not individuals).

In 2009 grants were made amounting to £553,100 across the UK to 210 charities concerned with nutritional and medical research, mental health, education, child welfare, conservation, and the arts as well as national and local needs in various fields. A large number of grants in 2009 were for £250, £500 and £1,000 with very few above this level.

Example Grants in NI

• Northern Ireland Newpin - £250
• The Frank Buttle Trust - £250

How to Apply

The trustees meet four times a year to consider recommendations for, and make final decisions on, the awarding of grants. The majority of requests are sent to Mr Tallon in the first instance and he shortlists recommendations for trustees' meetings, arranges for distributions to be made and conducts nearly all correspondence with beneficiary charities. Mr Pye oversees the investments in property and Mr Stubbings acts as secretary to the trustees.

One or more of the trustees meets with representatives of all beneficiaries receiving more than £5,000 on an annual basis and reports are received from nearly all other beneficiaries.

There are no application forms but the following information is essential:

• The registered charity number or evidence ofan organisation tax exempt status;
• Brief description of the activities of the charity;
• The names of the Trustees and chief officers [NB more important than Patrons];
• Details of the purpose ofthe application and where funds will be put to use;
• Details of the funds already raised and the proposals for how remaining funds are to be raised;
• The latest Trustees' report and full audited or independently examined accounts (which must comply with Charity Commission guidelines and requirements).