Guidelines for Applicants

The Oakdale Trust is a small family run foundation which distributes grants to a total value of £300,000 per annum. Grants range from £250 up to £2000 with an average of approximately £1000.

The Trust’s area of interest includes the following:

  • Welsh based social and community projects
  • Medical: Support groups operating in Wales; UK based medical research projects
  • Environment conservation projects based in Wales
  • Some support is given to the Arts where there is a Welsh connection
  • UK based charities working in the developing world. N.B. We are not able to support charitable organisations registered outside the UK.
  • Penal Reform

The Trust does not support:

  • Individuals
  • Holiday schemes
  • Expeditions
  • Sports
  • Overseas charities with no UK registration.

Applications are accepted from UK registered charities, exempt charities, Community Interest Companies based in the UK and community groups (who must nevertheless have a constitution, an elected committee and a bank account controlled by two or more committee members).

Applications can be submitted using the on-line form (preferred) or sent in by post.  Because of the administrative overhead involved applications submitted by email are no longer accepted.

Applicants applying for a grant in excess of £2000 are asked to submit a recent set of audited accounts only if not already available on the Charity Commission web site.

Please give a web address where supporting information is available on-line. In order to minimise the waste of time and material, large organisations in particular are asked to submit one application only per trustees’ meeting and to avoid sending in duplicate applications.

Applications for both project and core funding are considered.

Organisations are not usually considered for further grants within two years of an award.

The trustees meet twice a year in April and October to consider applications and to award grants. The deadline for applications to the April meeting is normally the first week of March and for the October meeting the first week of September. No grants are awarded between meetings.

The Trust is administered by the trustees at no cost and in view of the numerous requests received unsuccessful applicants are not normally notified (except for those using the on line application form) and similarly applications are not acknowledged even when accompanied by a stamped addressed envelope. Unsuccessful applicants who have applied on line will be notified by email in the month following the trustees’ meeting.

The next meeting of trustees will be held in April 2024. This meeting is now closed to further applications.