Guidelines For Applicants

Detailed information about how to complete your application

Guidance Notes

Before beginning to fill in your application form, please check that you are eligible to apply to the Trust HERE

Grant Application Form

Please complete the form as fully as possible and try to answer all the questions. You may expand the text boxes if you need to and can refer to additional documents if necessary.  If you are using the Word version of the form, replace all the instances of [type here] with your own text.  We have prepared a test completed application form which you may find helpful to refer to if you have any problems with the questions:  specimen completed application form


Notes for specific questions

8. The Trust wishes to reduce its postage and paper usage and so would prefer to correspond with you via e-mail if possible. Please can you indicate whether this is acceptable?  Please check your spam/junk e-mail folders for correspondence from the Trust before contacting us.

10. Please inform us of the legal status of your organisation, e.g. registered charity, community interest company etc. The Norman Family Charitable Trust can only assist non-profit making organisations and is unable to assist individuals.

12.  If your organisation’s latest accounts are not available on the Charity Commission web site, please enclose them with your application.  If some time has passed since your last accounts were posted on the Charity Commission and a more recent set (even if just in draft form) is available, please enclose with your application.  If your organisation is not a registered charity, such as a CIC or a voluntary/non-profit group, please enclose your most recent accounts with your application.

13. What is your organisation set up to do? These are the aims as set out in your mission statement or constitution. What are the main activities that you carry out in order to meet your aims? How many people does your organisation regularly assist? Do you rely on volunteers?

14. Please give us a brief outline of the purpose of your application. This will be used as a summary for our Trustees so please make it as clear and concise as possible. Try to limit it to no more than 35 words as it will be entered into our database. There is opportunity to expand on your request at question 16.

15. This is the total amount you would like to request from the Trust. You must enter a figure here if you wish your application to be considered.  If you put a range, e.g. £3,000 – £5,000, we will use a figure in the middle of the range (£4,000 in this case).  We have recently seen a large increase in the amount organisations are requesting and it should be noted that the vast majority of grants awarded by the Trust are between £500 and £1,000 – see our Facts & Figures page for more information.

17. This is your opportunity to go into more detail about your request for funding.

18. Feel free to expand this question or refer to a separate sheet if you need more space. You can append additional information to your application and we would like to see quotes/budgets if applicable to your request.

19. The Trust can only help those living in the South West of England.  The Trustees wish to support work which benefits Devon, Cornwall and the more southern and western parts of Somerset (TA postcode area only  – we won’t fund anything in Bath, Bristol etc unless it can be shown that there’ll be a significant benefit to people living in Devon, Cornwall or TA postcode area of Somerset), with a particular preference for Exeter and East Devon. Please indicate how your project will help the Trust achieve this aim. National charities need to be able to demonstrate how their work will benefit those in the preferred area of benefit.

20. Please list any previous applications you have made to the NFCT during the past 5 years and include whether you were successful or not, approximate dates and amounts awarded if applicable.

21. Grant Payment Details – Should your application be successful, you can choose whether to receive your grant payment by direct BACS transfer to your organisation’s bank account, or by cheque in the post.  We prefer to make all payments via BACS and will only issue cheques under exceptional circumstances.



If you choose the BACS option, you MUST enclose confirmation of your account details with the application form. This should clearly show the name of your bank, the name of the account, the account number and the sort code. A copy of a paying in slip or recent bank statement is ideal for this purpose. We can only make BACS transfers to standard 8-digit bank account numbers. If we do not receive your proof of account details and your application is successful, your grant will be paid by cheque.  

We ask that all cheques are banked promptly.  Any cheques not banked within 2 months will not be re-issued unless there are exceptional circumstances.

General Information

The Trust initially considers all applications in date-received order at a Sub Committee held every 6-8 weeks.  Applications from Exeter and East Devon are considered before those from elsewhere. Larger requests (>£5,000) may be deferred until the next full Trustees’ Meeting if the Sub Committee recommends that support at a higher level should be considered.  These are held in March, June, September and December.  The date of the next Sub Committee is posted on the ‘News‘ page, along with the cut-off date – to be considered at this meeting, we need to have received your paperwork on or before the cut-off date.  You will receive confirmation of the outcome of your application shortly after the meeting, either by e-mail or letter. If there is information missing, such as accounts, proof of bank details, quotes (if appropriate) or budget (if appropriate), we will request this via e-mail but please note that this may delay the consideration of your application until the subsequent meeting.  We ask you to acknowledge receipt of the grant in writing so that we know the grant has been safely received, and for completeness of our records – please wait until you have confirmed receipt of your grant before doing this. Those successful applicants who do not acknowledge receipt of their grant within a reasonable time period will have a note on file to this effect and this could be detrimental to the outcome of a subsequent application.

In order to be fair to all applicants, Trustees will only consider one application per organisation per financial year unless there are exceptional circumstances.  If you were awarded a grant or rejected during the current financial year, please wait until after 1st April to apply again. If you decided to withdraw your application prior to consideration, you may re-apply at any time.



Please make sure you have done the following:
  • Answered all the questions on the form in the spaces provided.  Please ensure you have told us how much you are applying for (question 15).  Your application will not be processed unless the form has been signed and dated.
  • Returned the completed application form together with the following:
    • A copy of your most recent signed annual accounts if they are NOT available on the Charity Commission web site (  If you are not a registered charity, such as a CIC etc, please ensure your latest accounts are enclosed or provide a link to them electronically.
    • Quotes and/or budget if applicable to the request (e.g. contribution towards a larger capital project/vehicle purchase etc.)
    • Confirmation of your bank details if you wish any successful grant to be paid electronically via BACS
    • A covering letter on your organisation’s letter headed paper (where possible) giving a brief introduction to your organisation and application
  • Retained a copy of your application form

Please post your application

  • Do not use plastic files or folders when sending your application form and supporting documents to the Trust.  Please paper-clip your application form and any supporting documents as we scan these as part of the application process.
  • Clearly write the name of the Trust on the envelope – we share a building with other trusts and businesses and this will help to avoid post mix ups.
  • Do not send your application via a postal method that requires a signature as this is likely to cause considerable delay to the processing of your application. We do not have a conveniently located local delivery office to collect items from.
  • Ensure you have appropriate stamps/postage on your application envelope as a single standard first or second class stamp is unlikely to be adequate.